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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?


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Level 10

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.