Project and portfolio funding

Specify the amount of money that projects and portfolios are allowed to have.

You can fund projects and portfolios when you activate Project Portfolio Suite with Financials.

The funding process follows these steps:
  1. Identify the costs for time, such as a financial year, by creating cost plans at the project or demand level. These costs roll up to the portfolio Cost Plans related list. Cost plans automatically include cost plan breakdowns for each fiscal period. See Create a project cost plan and Create a demand cost plan.
  2. Enter the target cost values for operational and capital expenses for the portfolio. See Create a portfolio and Plan the portfolio.
  3. Create budget plans for the projects in your portfolio and promote the plans to forecasts. See Create and promote a budget plan and Promote a budget plan.