Does anyone know how to add a "Total Budget Value" to a "Portfolio" and be able to run a report that shows the expenses of each project, along with calculating how much you are under budget or over budget? | Community
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GregAn1
October 27, 2020
Question

Does anyone know how to add a "Total Budget Value" to a "Portfolio" and be able to run a report that shows the expenses of each project, along with calculating how much you are under budget or over budget?

  • October 27, 2020
  • 1 reply
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    1 reply

    Doug_Den_Hoed_AtAppStore
    Community Advisor
    Doug_Den_Hoed_AtAppStoreCommunity Advisor
    Community Advisor
    October 27, 2020

    Hi Greg,

    I invite you to consider our Budget Vs Actual solution which will handle that requirement (and more); or if that is overkill, to consider rolling your own by adding custom data within Workfront to capture your budget at the Portfolio level, to start.

    Regards,

    Doug

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