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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

    Learn more at www.atappstore.com, email doug.denhoed@atappstore.com, or tag me here @Doug_Den_Hoed_AtAppStore.
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