Configure the Budget Planning Page Chart

Budget Planning Page Chart Video

Configure the budget planning chart to view cost spread visualizations while working out the budget for the budget plan.

To configure the chart:

  1. In the object selector, select Portfolio, and then select View Portfolios List.
  2. Select a portfolio name.
  3. From the Main Menu, select Cost and Funds, and then select Budget Planning.
  4. On the Budget Planning page, select Chart from the Layout menu.
  5. Select All to view cost spreads at the budget plan level.

    Customize the view:

    • From the Show menu, select the projects to display.
      • All: All projects included in the portfolio.
      • Included: Projects selected for inclusion in the budget plan scenario.
      • Not Included: Projects that have not been selected for the budget plan scenario.
    • Settings: Select to filter project data or display additional cost curves including capital and expense breakdowns.
    • Chart Data: Incremental and Cumulative: Select to view incremental bars, cumulative cost curves, or both.
    • Timescale: Slide the handles on the timescale below the chart to zoom in or out on a time frame.
  6. Select By Project to view which projects are contributing the most to the selected cost curve cost in a given time frame.

    Customize the view:

    • From the Show menu: Select the projects to display.
      • All: All projects included in the portfolio
      • Included: Projects selected for inclusion in the budget plan scenario.
      • Not Included: Projects that have not been selected for the budget plan scenario.
    • Secondary Axis: Select the Secondary Axis toggle to compare cost curves to the Scenario Planned Budget on a second Y-axis to the right of the chart.
    • Cost Curve: Select a cost curve to view on the chart. This list includes the cost curves for Portfolio Proposed Budget, Forecast, Planned Budget, Portfolio Approved Budget, Benefits, and Actuals.
    • Project Count: Select the number of top contributing projects to display in the chart for the selected cost curve within the selected time frame.
    • From and To: Select the time frame for which you want to view the top contributing projects. After making a selection, click Apply.
    • Chart Options: Select to view cost curves in a Line, Line Area Stacked, or Stacked Histogram chart.
    • Timescale: Slide the handles on the timescale below the chart to zoom in or out on a time period.