Configure the Budget Planning Page Grid

Configure the Budget Planning grid to view important information while working out the budget for the portfolio budget plan.

To configure the grid view:

In the object selector, select a portfolio.
In the sidebar, hover over  Cost and Funds, and select Budget Planning.
On the Budget Planning page, select  Grid from the Layout menu.
Note: The default view for the Grid is the Project View. The Project View shows all projects that are in the portfolio on the Budget Planning page. You can also select Program View to view the budget plans at the program level. The Program View shows projects grouped by their primary program and summarizes the project data at the program level. Projects that do not have a primary program are not grouped and are displayed separately.
Select  Settings to add or remove columns, filter project data, group projects by specific criteria, display additional cost curves including capital and expense breakdowns, modify waterline options, or set formatting options.
Select Apply.

Tips

A Standard view is available from the View menu that displays default columns and cost curves.