how to roll up budget to program and portfolio

swapna
Mega Sage

how to roll up budget to program and portfolio

5 REPLIES 5

TroySasso
Tera Expert

If you view costs plans as the forecasted budget (at the planning level) then technically it's working as designed.  Planners (Demand/Project) provide their expected costs via cost plans which roll up.  Portfolio planning can view these rollups and allocate budget Via the Financial planning capability within Portfolio Planning and Strategic Planning Workspace