More information about the Portfolio Manager and how it works is in the Portfolio Manager section of Primavera Unifier Help.
For cash flow purposes, the Portfolio Manager extracts a project's baseline or forecast budget numbers for use in a scenario sheet. During a portfolio analysis, the Portfolio Manager can produce three different portfolio budget curves:
| • | A Shared Budget curve. This curve shows the portfolio planner's proposed number for the project. You will not have access to this curve until the planner shares a scenario. You can include this curve on the cost worksheet, along with the forecast budget, or any other budget curve, in order to see the difference between your project's numbers and the planner's proposed budget numbers. See example below. |
| • | An Approved Budget curve. When a scenario is approved in the Portfolio Manager, the budgets for each project in the scenario are marked "approved." They are then locked and stored in the Portfolio Manager. An Approved Budget curves shows the approved budget for the project for that planning period (usually a year). |
| • | An Original Budget curve. This curve is for a project in execution. This budget is the last approved budget for the project before it moves into its execution phase. This approved budget becomes the project's original budget; and this original budget, plus any changes that occur to the numbers during the life of the project, becomes the project's approved budget. |
Before you can use these curves, you must add them to your project. See Add a Portfolio Curve.
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