Option 3: Define Only a Total Goal for the Portfolio

Proceed as follows to define only a total goal for the portfolio:

1. In the Portfolio Goals field, enter the total resource amount allocated for the entire portfolio. For example, enter the budget for the portfolio.
2. Click OK. The goal information is updated. The portfolio's total goal appears at the title bar of the Investor map. Buckets goals are not displayed.
   • The sum of entries in the resource column does not need to match the amount entered into the Portfolio Goals field in Step 2.
   • The sum of entries in the % from portfolio area does not need to equal 100%.