Add a Threshold for a Budget Plan
Add the project and portfolio key performance indicators (KPIs) that will be used while monitoring approved portfolio budget plans on the Scorecard page.
To set monitoring thresholds for a budget plan:
- In the object selector, select
Portfolio.
- In the object selector, beside a portfolio name, select , and then select
View Summary & Settings.
- On the Summary & Settings menu, select Thresholds.
- In the context bar, select the planning period
menu, and select the planning year, which is either the current year or the subsequent year.
- Select the tab for the type of threshold to create.
- Project Fields: Fields and indicators that display for projects.
- Project Summary Fields: Fields and indicators that display for the project summary.
- Portfolio Fields: Fields and indicators that display at the portfolio level.
- Select
Add.
- In the Select KPI field dialog box, select a key performance indicator, and then select OK.
- Select Save.
This setting is used in the following apps:
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Last Published Monday, March 17, 2025