Portfolio Budget Curve

The Portfolio Manager lets you pull the Baseline, or Forecast, data from more than one project/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)

    Note:

    The procedures that follow:
    • Assume that you have created your data sources.
    • Describe how to add a curve type to an existing cash flow (using the Detail Level column of the Cash Flow log for the project/shell) that does not have a curve.