The Portfolio Budget curve is linked to scenarios in the Portfolio Manager. The project manager must create this curve. Once created, the curve shows the initial budget projections.
When you open a Portfolio Budget curve, you can view the data in the transaction currency, if different from the project currency.
Note: If the currencies of your data sources are different, you can create a base currency using the Derived curve as your data source.
For cash flow purposes, the Portfolio Manager extracts a project's baseline or forecast budget numbers for use in a scenario sheet.
During a portfolio analysis, the Portfolio Manager can produce three different Portfolio Budget curves:
- Shared Budget curve
- Approved Budget curve
- Original Budget curve
Note: Before you can use these curves, you must add them to your project.
You can pull data from the three different Portfolio Budget curves (Unifier Portfolio Manager) into the Cash Flow curves within your Project/Shell.
Note: If the currency of data pulled from any of the three different Portfolio Budget curves (Unifier Portfolio Manager) is different from the Project/Shell currency, you can create a Derived curve (using the existing curves within a family) that converts data from existing curves to a different currency.
Shared Budget curve
This curve shows the portfolio planner's proposed number for the project. You will not have access to this curve until the planner shares a scenario. You can include this curve on the cost worksheet, along with the forecast budget, or any other budget curve, in order to see the difference between your project's 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." They are then locked and stored in the Portfolio Manager. An Approved Budget curves shows the approved budget for the project for that planning period (usually a year).
Original Budget curve
This curve is for a project in execution. This budget is the last approved budget for the project before it moves into its execution phase. This approved budget becomes the project's original budget; and this original budget, plus any changes that occur to the numbers during the life of the project, becomes the project's approved budget.