Collaborate on an Approved Portfolio Budget Plan from the Spending Page

When a portfolio budget plan is in execution, questions may arise about the performance of the plan as a whole or individual projects. Collaborate with stakeholders when monitoring the performance of portfolios and their budget plans.

To collaborate on an approved budget plan:

  1. In the object selector, select Portfolio, and then select View Portfolios List.
  2. Select a portfolio name.
  3. From the Main Menu, select Portfolio Analysis, and then select Spending.
  4. On the Spending page, review data for the projects in the budget plan, and select to review or post a new comment.
    • Select Discuss to open the Discussion panel.

      Note: If no comments have been posted to the Discussion panel, the Discuss icon is empty.

    To post a new comment:

    • In the Post a comment field, enter a comment, and select Post.

    To reply to a comment:

    • Select Comment.
    • In the Post a reply field, enter a reply, and select Reply.

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