We are working with client to propose SPM PPM process. In that we are not able to give them understanding how exactly project and portfolio level budgeting happens.
1) Project level budget allocation - Under project workspace , we have Financials. In that Project manager will update cost plan.
Then portfolio manager will come and update budget and click on approved button .
Questions - How portfolio manager will get trigger to update budget. there is no specified flow is there, its seems all budget update and approve on one screen without any trigger point.
2) Portfolio leve budget allocation - there are Investment portal was there which is legacy one . Another is investment funding portal is there (which will also going to be legacy). But Servicenow purposing to utilize strategic workspace. But we are not able to understand how portfolio level budget will get distributed on project and demand level. There is no simplified way where we can showcase this function. As per check we can user Portfolio planning and scenario planning , there also its not straight forward. Strategic workspace is not under scope for our phase. How we can showcase portfolio level budget here.
If any ServiceNow SPM expert can please help here.
