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:

1. In the object selector, select  Portfolio.
2. In the object selector, beside a portfolio name, select , and then select View Summary & Settings.
3. On the Summary & Settings menu, select Thresholds.
4. In the context bar, select the planning period  menu, and select the planning year, which is either the current year or the subsequent year.
5. 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.
6. Select  Add.
7. In the Select KPI field dialog box, select a key performance indicator, and then select OK.
8. Select Save.

This setting is used in the following apps: