Legacy- Repromote a budget plan

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Repromote the budget plan to reflect the modifications in the portfolio budget that resulted because of a change in demand or project selection planned cost.

    Antes de Iniciar

    • Role required: it_portfolio_manager
    • To repromote a budget plan for a portfolio, the budget period for the selected fiscal period must be open.
      Nota:
      The PPS admin can also open and close the budget period for a fiscal period by navigating to Project Administration > Open/Close Budget Periods.

    Por Que e Quando Desempenhar Esta Tarefa

    After promoting the portfolio budget plan, as the portfolio manager, you can decide to modify the budget based on the investment committee suggestions. You can work with project and demand managers to modify the cost plans for the demand and project to implement the suggested changes. The budget plan can then be repromoted to reflect the changes in the budget plan.

    Procedimento

    1. Navigate to portfolio workbench and open the portfolio that you want to track.
    2. Click Re-promote Budget Plan under Step 3: Budgeting.

    Resultado

    The budget plan is repromoted as the updated budget for the selected fiscal year.

    O que Fazer Depois

    • View the status of the budget plan below the budget plan name under Step 3: Budgeting in the portfolio workbench. To view the budget task for the budget plan in financial planning workbench, click the Status link.
      Figura 1. Budget status
      screenshot for Budget status link
    • After the budget plan is re-promoted and no more changes are expected, the budget period must be closed.