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Editing a Budget

This feature is available in Ultimate edition only.

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Use the Budgets feature to define budget limits so the development organization can better understand and track development efforts against these targets.
  1. Select Portfolio Planner > Planning > Budgets.

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

  3. Click the Edit button, and then modify the required information.

  4. Click Save.

The allocation method (Project vs. Strategic Theme) and the units used for the budget cannot be changed after the budget has been created. If either of these is incorrect in a budget, you can delete the budget and create a new one.

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