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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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  4. The "None" Budget Segment

It is possible that you may see a segment name "None" in your Budget. Items will show up in the (None) row if:


- they do not have a parent Portfolio Item and its Strategic Theme assigned
- they do have a parent Portfolio Item assigned, but the Portfolio Item itself, or the Strategic Theme assigned to that Portfolio Item is out of scope for the Budget

The most likely scenarios of the second option are:
- the Backlog Item had been assigned to a Portfolio Item in different Planning Level. It was then moved to the Budget's Planning Level. This leaves the parent Portfolio Item assigned (and its Strategic Theme) but they are not necessarily accessible to the Budget 
- The Portfolio Item was moved in from another Planning Level.  Its assigned Strategic Theme may not be visible to the Budget if it moved in from a sibling or child Planning Level.

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