Configure the Budget Planning Page Chart
Configure the budget planning chart to view cost spread visualizations while working out the budget for the budget plan.
To configure the chart:
- 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 Chart from the Layout menu.
- Select All to view cost spreads at the budget plan level.
Customize the view:
- From the Show menu, select the projects to display.
- All: All projects included in the portfolio.
- Included: Projects selected for inclusion in the budget plan scenario.
- Not Included: Projects that have not been selected for the budget plan scenario.
- Settings: Select to filter project data or display additional cost curves including capital and expense breakdowns.
- Chart Data: Incremental and Cumulative: Select to view incremental bars, cumulative cost curves, or both.
- Timescale: Slide the handles on the timescale to zoom in or out on a time frame.
- From the Show menu, select the projects to display.
- Select By Project to view which projects are contributing the most to the selected cost curve cost in a given time frame.
Customize the view:
- From the Show menu: Select the projects to display.
- All: All projects included in the portfolio
- Included: Projects selected for inclusion in the budget plan scenario.
- Not Included: Projects that have not been selected for the budget plan scenario.
- Secondary Axis: Select the Secondary Axis toggle to compare cost curves to the Scenario Planned Budget on a second Y-axis to the right of the chart.
- Cost Curve: Select a cost curve to view on the chart. This list includes the cost curves for Portfolio Proposed Budget, Forecast, Planned Budget, Portfolio Approved Budget, Benefits, and Actuals.
- Project Count: Select the number of top contributing projects to display in the chart for the selected cost curve within the selected time frame.
- From and To: Select the time frame for which you want to view the top contributing projects. After making a selection, click Apply.
- Chart Options: Select to view cost curves in a Line, Line Area Stacked, or Stacked Histogram chart.
- Timescale: Slide the handles on the timescale to zoom in or out on a time period.
- From the Show menu: Select the projects to display.
Last Published Tuesday, May 21, 2024