Add a Threshold for a Budget Plan

Add the project and portfolio key performance indicators (KPIs) that will be used while monitoring approved portfolio budget plans on the Scorecard page.

To set monitoring thresholds for a budget plan:

  1. In the object selector, select Portfolio.
  2. In the object selector, beside a portfolio name, select , and then select View Summary & Settings.
  3. On the Summary & Settings menu, select Thresholds.
  4. In the context bar, select the planning period menu, and select the planning year, which is either the current year or the subsequent year.
  5. Select the tab for the type of threshold to create.
    • Project Fields: Fields and indicators that display for projects.
    • Project Summary Fields: Fields and indicators that display for the project summary.
    • Portfolio Fields: Fields and indicators that display at the portfolio level.
  6. Select Add.
  7. In the Select KPI field dialog box, select a key performance indicator, and then select OK.
  8. Select Save.

This setting is used in the following apps:

Portfolio Analysis

Last Published Monday, September 15, 2025