The Unifier Portfolio Manager allows you to pull the Baseline, or Forecast, data from more than one project or shell into the following Portfolio Budget curves:
- Approved Budget
- Original Budget
- Shared Budget
For an explanation of these options see Portfolio Manager Budget Curves.
The following topics explain how to add a Portfolio Budget curve for cash flow by:
- Project/Shell
- Summary CBS or CBS
- Commitment or Business Process (Commitments)
Notes: The procedures that follow:
- Assume that you have created your data sources.
- Describe how to add a curve type to an existing cash flow (Cash Flow log > Detail Level column > Project / Shell) that does not have a curve.