Costs and Funds App

At the portfolio level, the Costs and Funds app is used for portfolio budget planning. On the Budget Planning page, create multiple what-if budgeting scenarios, choose the best selection of projects for execution, and send the optimal plan to stakeholders for review and approval. Open customized views on the Published Views page to visualize additional metrics related to portfolio costs. Use the Scenario Comparison page to compare scenarios during the project selection process. Add funds and create fund allocation rules on the Fund Sources page. You can then assign those funds to individual projects on the Budget Planning page. When the budget plan is ready for approval, follow the budget plan approval process.