Review a Portfolio Budget Plan Scenario Sent for Review

Budget planners send budget plan scenarios out for review after projects have been selected and budgets have been proposed.

Reviewers receive notification when a scenario is ready for review. Scenarios are accessed by selecting the link provided in the Notifications panel, or by navigating to the Scenario Comparison page for the portfolio. Reviewers cannot update data on this page. Feedback on the scenario is provided through the Discussions panel for the scenario. The budget planner uses this feedback when adjusting the plan scenario before it is approved.

To review a budget plan scenario:

  1. In the object selector, select a portfolio.
  2. In the sidebar, hover over Cost and Funds or Resources, and select Scenario Comparison.
  3. In the Status list, select Under Review.

    Only the scenarios sent to you for review display.

  4. Select the check box next to the scenario name to view the projects included in each scenario at the project summary-level.
  5. To review which projects are included in the scenario, review the project table in the lower pane. Use the Show list to display included or excluded projects. Use Search to find specific projects within the portfolio.
  6. To review project summary-level information per scenario, select a project name.
  7. In the project dialog box:
    1. Review the data available in the table for each scenario.
    2. View the Proposed Budget Allocation Per Scenario chart. To view a specific time period, slide the handles on timescale.
    3. Select Close.
  8. Provide feedback or review feedback others have provided on each scenario sent for review.
    • Select Discuss to open the Discussion panel.

      Note: If no comments have been posted to the Discussion panel, the Discuss icon is empty.

    To post a new comment:

    • In the Post a comment field, enter a comment, and select Post.

    To reply to a comment:

    • Select Comment.
    • In the Post a reply field, enter a reply, and select Reply.

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