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Published Views

Selection Analysis

On the Selection Analysis page, evaluate budget plan scenarios using customized analysis views and select the best group of projects to include in your portfolio budget plan. In addition to customized views, the Selection Analysis page provides the same manual project selection, optimization, and approval process functionality as the Budget Planning page.

Note: Analysis views are opened from the Published Views page and displayed on the Selection Analysis page.

Selection Analysis Overview

Add a Budget Plan Scenario on the Selection Analysis Page

Set the Target Budget on the Selection Analysis Page

Create Budget Scenario Data by Import on the Selection Analysis Page

Configure the Selection Analysis Page

Select Projects for a Budget Plan Scenario on the Selection Analysis Page

Link a Project's Proposed Budget with a Forecast or Planned Budget Value on the Selection Analysis Page

Directly Allocate a Proposed Budget and Dates for Projects Within Budget Plan Scenarios on the Selection Analysis Page

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Last Published Tuesday, May 21, 2024