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Allocating a Budget to Project Segments

This feature is available in Ultimate edition only.

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Overview

Use the Budgets feature to define budget limits so the development organization can better understand and track development efforts against these targets.

Steps

Follow these steps to allocate budget amounts out into project segments.

  1. Select Portfolio Planner > Planning > Budgets.

  2. Click the View button for the budget you want to see.

  3. For each budget segment row, enter the amount in the Budget Amount field, and then click Save.
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