Send a Portfolio Budget Plan Scenario for Review

Budget plan scenarios are sent to stakeholders for review after the budget planner has selected projects and proposed budget and dates for the projects in one or more scenarios.

When a budget planner begins a review, the reviewers are sent notification of the review and are provided a link to the Scenario Comparison page. Review comments are handled through the Discussion panel.

Note: Before sending the scenario for review, select  Refresh to run the portfolio filter to ensure all projects are included in the scenario.

To send a budget plan scenario for review:

In the object selector, select a portfolio.
In the sidebar, hover over  Cost and Funds, select Budget Planning or Published Views, and then select an analysis view.
Select the scenario  menu, and select Send for Review.
In the Send for Review dialog box, view the list of reviewers, and select Send for Review.

Tips

After a budget plan scenario is sent for review, the status, as shown on the scenario tab, is automatically set to Under Review.
When the status of a scenario is Under Review, the scenario cannot be updated. To make changes to the scenario, the status must be set back to In Planning by selecting the scenario  menu, and selecting Plan.

Next: Review a Portfolio Budget Plan Scenario Sent for Review