--- sourceDocument: Australia Strategic Portfolio Management sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/it-business-management Release : - australia ft:locale : - pt-BR ft:publication_title : - Australia Strategic Portfolio Management ft:clusterId : - itbm bundleId : - itbm workflow : - Technology --- # Legacy- Track the portfolio # Legacy- Track the portfolio {#ariaid-title1} * Versão de lançamento: Australia * * Atualizado 12 de mar. de 2026 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 min. de leitura After you complete financial planning, you can start tracking the progress of the portfolio. The portfolio tracking view displays only the selected demands and projects in the portfolio. ## Antes de Iniciar Role required: it_portfolio_manager ## Por Que e Quando Desempenhar Esta Tarefa Nota: The content in this topic is applicable for customers upgrading from a previous release to Australia. If you are a new customer, see [Scenario Planning for PPM](https://servicenow-prod.fluidtopics.net/4B3tlOLUS2ZxYgtvv1chtA "The Scenario Planning for PPM application provides a central location for portfolio managers to create and track the roadmap for project execution for a given fiscal year. Optimize your budget and resource usage by creating and comparing different scenarios for your project and demand roadmap or resources."). Once the [financial planning](https://servicenow-prod.fluidtopics.net/cbhWEqfWy_HwNWp2oQ_XFg "As a portfolio manager, you can perform financial planning for a portfolio for a fiscal year using the portfolio workbench. Portfolio planning can be completed using either simple or advanced mode.") is complete, the Track Portfolio action in the portfolio workbench is enabled to start tracking the progress of the portfolio. Watch this three-minute video to learn more about tracking your portfolio. ## Procedimento 1. [Navigate](https://servicenow-prod.fluidtopics.net/cS6QOCTWV2rDGjhS71if1Q "When you access the portfolio workbench, the dashboard displays a list of all the portfolios.") to portfolio workbench, and open the portfolio that you want to track. 2. In the Fiscal Year choice list, select the fiscal year and click Track Portfolio. 3. In the [timeline view](https://servicenow-prod.fluidtopics.net/i0jbsSMgvsD4fLBnTXTKsA "Once the financial planning is complete, the Track Portfolio option in portfolio workbench is enabled. You can track the progress of demands and projects, and monitor the status of cost, resource, schedule, and scope for the selected fiscal period for the portfolio."), right-click a project or a demand and select: * Edit to edit the [project](https://servicenow-prod.fluidtopics.net/GQfBUAt~7~k9CuAreml7_g "Initiate a project by changing the project state to Work in Progress. Define important aspects of your Agile, Waterfall, or Hybrid project such as the duration, estimated cost, and net value to your organization to efficiently track the project's progress.") or the [demand](https://servicenow-prod.fluidtopics.net/8loZtn5g7JehkdA7J3oApQ "Create demands to capture your strategic and operational requirements and centralize information for stakeholder assessment and prioritization."). * Planning Console to open the project [planning console](https://servicenow-prod.fluidtopics.net/v44qZg77UAOmv3ggCa4Vaw "The planning console is a centralized interface for the Project Management application."). The option is available only for projects. * Status Report to open the most recent project [status report](https://servicenow-prod.fluidtopics.net/1NoZaorIXKo9g4lZpNClmg#project-status-report__table_status_report_project). The option is available only for projects. {#t_ReviewFinancialPlanning__ul_gzb_pdl_4x} 4. In the timeline view, [review the external dependencies](https://servicenow-prod.fluidtopics.net/TkKVIdL470cZ2Z6zgbmvlA "Review the external dependencies between projects in a portfolio to track projects that are dependant on each other more closely.") between projects in a portfolio. 5. On the Project KPI tab, view the most recent status such as overall health, schedule, cost, resources, and scope of all selected projects in the portfolio. 6. Review these charts: * Cost (Planned vs. Actual) to track the actual costs from all selected projects in the portfolio compared to the planned cost. * Resource (Allocated vs. Actual) to track the actual resource time spent on all project tasks versus the resource hours allocated to execute the selected projects and demands in the portfolio. {#t_ReviewFinancialPlanning__ul_w1c_xcl_4x} 7. To see the risks, issues, and the project change requests across all selected projects in the portfolio, use the Risks, Issues, and Changes tabs. ## O que Fazer Depois [Legacy- Forecast the budget for portfolio](https://servicenow-prod.fluidtopics.net/LqUQNQZTP2AzOqXCmUUuPQ "As a project or portfolio manager, you can forecast the future costs of projects and portfolios based on the actual cost and changed project requirements. Budget forecast is deprecated in the Paris release. Budget forecast is still available on instances upgraded from a previous release but is not available for new instances."). * **[Legacy- Tracking view in portfolio workbench](https://servicenow-prod.fluidtopics.net/i0jbsSMgvsD4fLBnTXTKsA)** Once the financial planning is complete, the Track Portfolio option in portfolio workbench is enabled. You can track the progress of demands and projects, and monitor the status of cost, resource, schedule, and scope for the selected fiscal period for the portfolio. **Conceitos relacionados** * [Legacy- Plan the portfolio](https://servicenow-prod.fluidtopics.net/cbhWEqfWy_HwNWp2oQ_XFg "As a portfolio manager, you can perform financial planning for a portfolio for a fiscal year using the portfolio workbench. Portfolio planning can be completed using either simple or advanced mode.") * [Legacy- Forecast the budget for portfolio](https://servicenow-prod.fluidtopics.net/LqUQNQZTP2AzOqXCmUUuPQ "As a project or portfolio manager, you can forecast the future costs of projects and portfolios based on the actual cost and changed project requirements. Budget forecast is deprecated in the Paris release. Budget forecast is still available on instances upgraded from a previous release but is not available for new instances.") * [Actual project costs](https://servicenow-prod.fluidtopics.net/e0vjFVEDuecVhNNa28bHkw "Actual project costs come after you create expense lines for cost plans or after human resources use time cards to create expense lines.") **Tarefas relacionadas** * [Access the legacy Portfolio workbench](https://servicenow-prod.fluidtopics.net/cS6QOCTWV2rDGjhS71if1Q "When you access the portfolio workbench, the dashboard displays a list of all the portfolios.")