The Portfolio Budget curves (Shared, Approved, and Original), in Cash Flow, are linked to Portfolio Manager scenarios.
User can attain data from the Portfolio Budget curves (Shared, Approved, and Original), from the Portfolio Manager scenario in Parent Shell, into the Cash Flow curves within a Project/Shell.
During a portfolio analysis, the Portfolio Manager can produce the following Portfolio Budget curves:
- Shared Budget curve
The Shared Budget curve displays the portfolio planner's proposed number for the project.
The User can include the Shared Budget curve on the Cost worksheet (along with the forecast budget or any other budget curve) in order to see the difference between the project numbers and the planner's proposed budget numbers.
- Approved Budget curve
When a scenario is approved in the Portfolio Manager, the budgets for each project in the scenario are marked "approved."
Unifier lock and stores the budgets in Portfolio Manager.
An Approved Budget curve displays the approved budget for the project for the planning period (usually a year).
- Original Budget curve
The Original Budget is the last approved budget for the project before it moves into its execution phase.
The approved Original Budget becomes the project original budget. This original budget (and any changes that occur to the numbers during the life of the project) becomes the project approved budget.
The Portfolio Manager scenario (with Financial Period as the Period Structure) created in the parent Shell will push/pull the data from respective curve only. That is to say:
- For the child Shell, it has the same Financial Period in its options, and
- It will consolidate the data for only those Cash Flows where the timescale has been selected as Financial Period.
If the user selects a financial period from the ‘by’ drop-down list, then the corresponding drop-down list for financial period will get populated with the Financial Period present in the Shell options.
Other options, in timescale, will be disabled (for format and so forth), and it will remain blank with other options enabled (for format and so forth).
For Baseline and Forecast type curves, the summary sheet spreads and schedule manager spreads will be assigned to the relevant period.
For the Actuals, the cost sheet columns and effective dates will be used to assign the values to the relevant period.
For a Cash Flow curve, the X-axis for graph will still remain the same but the points in the curve will be based on the Financial Period that has been selected. The columns in the grid will be based on the Financial Period that has been selected, also.