Monitor a Budget Plan from the Spending Page

Monitor portfolio budget plans to determine which projects are influencing the performance of the plan.

To monitor a budget plan:

  1. In the object selector, select a portfolio.
  2. In the sidebar, hover over Portfolio Analysis, and select Spending.
  3. In the Financial Summary section:
    1. Select whether to view Incremental or Cumulative values.
    2. Select Settings to select which cost curves to view on the chart.
    3. In the Chart Options dialog box, select the curves you want to view, and select Save.
  4. In the Financial Breakdown section:
    1. In the View list, select to view cost values by Planning Horizon or a specific year.
    2. In the Compare To list, select whether to compare data against a snapshot to review historical data.
    3. Select a time period from the Period column to view the projects in the budget plan and their individual costs.
  5. In the Projects dialog box:
    1. Review values against the Approved Budget.
    2. If a project requires additional attention, mark it for review by selecting Review next to the project name.
    3. Select Save or Cancel.