After you set budget target for a fiscal year and create a planning scenario, select the demands and projects to include in budget planning. You can view all the demands and projects for the selected fiscal year with their planned cost and priorities to finalize them for execution.

1. Navigate to Portfolio Planning Workbench from either of two starting points.

   Location	Steps
   From application navigator	Navigate to Project > Portfolios > Portfolio Planning Workbench. From the Portfolio choice list, select the portfolio that you want to perform the planning for.
   From the portfolio list	Navigate to Project > Portfolios > All. Open the portfolio that you want to perform the planning for. In the Portfolio form, click the Portfolio Planning related link.

2. In the Portfolio Planning Workbench, click the scenario for which you want to include or exclude demands and projects.
3. (Optional) Compare and evaluate the relative standing of demands using the Bubble Chart tab. Right-click a demand and select Select for execution from the context menu to include a demand in portfolio planning. For more information, see Demand workbench bubble chart.
4. Include or exclude demands and projects from planning in the Timeline View tab by selecting or clearing the check boxes next to each project or demand.
   The number of selected project and demands is updated in the Selected Items section of the Overview tab.
5. (Optional) Review the external dependencies between the selected projects in your portfolio. For more information, see Review external dependencies between projects.
6. Review the information under the Overview and Resources tabs to evaluate and adjust your selection of the demands and projects to be included in the plan.
   Review the following sections of the Overview tab:

   • Total budget versus the targets that you entered in the Set Target stage in the Budget vs. Target section. If the total budget is more than the target cost, an exception icon () is shown with the total planned cost.
   • Potential benefit amount that would accrue on execution of the selected demands and projects in the Benefit Amount section.
   • Strategic alignment of your portfolio by viewing the number of demands and projects that are not associated with any organizational strategy or goal in the Unaligned section.
   • Number of assignment groups where, for any quarter of the selected fiscal year, the number of requested hours is greater than the total hours capacity in the Overallocated Groups section.
   • Review how much in actuals have been spent on the projects selected for execution and the rest of the projects in your portfolio in the Actuals section.

   The following image shows an example of how the portfolio information is displayed on the Overview tab.

   

   Review the following sections of the Resources tab:

   View percentage of utilization for all the resources requested by the selected demands and projects of the portfolio in the % Utilization heat map.

   Tip: Click any cell in the heat map to drill down to the associated resource plans and view where the specific group is being requested. For more information, see Capacity planning overview.

   The following image shows an example of how the resource information is displayed on the Resource tab.

   

   Tip: To bring the planned cost within the target budget and the resource utilization within 100%, consider deselecting a few low-priority demands or projects. Deselected demands and projects could then be moved over to a different fiscal period
7. (Optional) Review the capex and opex budget for individual projects and demands directly using Capex Budget and Opex Budget columns and revise it if necessary.
   Note: Click the Show or hide columns () in the Timeline View tab and add the Capex Budget and Opex Budget columns if these columns are not visible.
8. (Optional) Update the name and short description by clicking the edit icon () and making the modifications.
9. (Optional) Delete the scenario by clicking the delete icon ().
10. (Optional) Convert the selected scenario to become the current plan by clicking Confirm.
11. (Optional) Create more planning scenarios to compare them.
12. (Optional) Manually refresh the cost and resource widgets after a demand or a project is selected or cleared for execution by clicking the Refresh icon).