Reviewing the Planned Budget and Submitting Results

After the Unifier budget data is sent to Oracle Primavera Cloud, and the Portfolio Manager receives and reviews the data, the Portfolio Manager will either:

1. Propose a different set of values for the budget or forecast cash flow spread as the actual budget that must be used in the project, or
2. Approve the values of the budget or forecast cash flow spread as the actual budget that must be used in the project.

   Note:

   The third option is for the Portfolio Planner to delay the execution of the project, but explaining the details of this option is beyond the scope of this topic.

When the Portfolio Manager approves the planned budget, or proposes a new budget, the data will be received and transferred into the corresponding, or particular, Unifier project budget cash flow curve.

Note:

The process above can be applied to multiple projects.

The following sections explain the details of the processes involved in sending cash flow data from Unifier to Primavera Cloud.