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Portfolio budget object configuration

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Portfolio budget object configuration

The planned cost of cost plans in portfolio when promoted by portfolio managers are converted to budget plans. The base system has a seeded read-only budget definition Portfolio Budget Planning Process used for the promotion of portfolio.

The granularity of the promoted budget object is defined in the Define Structure step of the Portfolio Budget Planning Process budget definition. By default, the granularity of Project Definition is Portfolio, Project or Demand (Portfolio Task), and Account Number.

If your organization needs more attributes (such as cost center and cost plan name) in the promoted portfolio budget object, you can define the additional mappings in the cost plan data source. Set up by dot walking the required attribute from the cost plan object. After the mapping is done, select the attribute in Define Structure of Portfolio Budget Planning Process and save it.

The promoted budget would include the selected attribute with Portfolio, Project or Demand (Portfolio Task), and Account Number. This attribute would also be visible in Portfolio Workbench.
Note: GL Account Number is automatically considered as one of the template columns.

Additional columns in Workbench

While reviewing the promoted portfolios, you can pull the additional dot walked columns to workbench for visibility. Use the Portfolio Budget Planning Process Define structure to pull in the additional dot walked column, such as Portfolio Manager, and save the configuration. Once saved, the column is visible on the workbench.