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Portfolio budget

The Budget screen consolidates the financial envelopes of the portfolio's projects. It offers a multi-project read that project budget screens do not provide.

Reached through the Budget menu of a project portfolio.

Two tabs​

The screen splits into two views, selectable at the top:

  • Summary — the consolidated totals of the portfolio;
  • Analysis — the pivotable detail, row by row.

Budget vocabulary​

The columns use FoxPlan's budget quantities, the same as in a project budget:

QuantityContent
BudgetThe reference envelope
PlannedWhat the plan commits
ForecastThe projection to date
ActualWhat has been consumed
Remaining workWhat is left to consume
GapThe difference between two of these quantities
Revenue and MarginThe income side, when enabled

Each of them splits into Cost and Revenue, Margin being their difference.

Vocabulary

FoxPlan speaks neither of "allocated budget", nor of "committed", nor of "variance". The closest notion to a variance is the Gap; to a commitment, the Planned.

The Summary​

The Summary tab consolidates the envelopes into a table of totals, alongside an optional chart. The Total OPEX and Total CAPEX rows stay pinned at the top of the table.

Portfolio budget summary

The summary card and the cumulative curve​

Above the table, the same card as on a project budget summarises the portfolio costs: budget, actual and share consumed, remaining and forecast. It adds up the projects on display: it follows the year, the OPEX / CAPEX filter, the unit and the table filters.

Its curve button shows the cumulative consumption month by month (budget, forecast, actual), as for a project — see The cumulative spending curve. It relies on the monthly budget detail, loaded in the background after the summary.

Filtering​

Two filters sit in the top bar, to the left of the unit selector. Both act on the table and the chart alike, and their setting is kept from one session to the next. The unit selector itself is a preference tied to your account: man-days or currency also applies to the project budget views.

FilterEffect
CAPEX / OPEX / CAPEX + OPEXRestricts rows to the chosen type. The total row of the excluded type disappears: filtering on CAPEX leaves only Total CAPEX. Defaults to CAPEX + OPEX.
Expense / Revenue / MarginShows only the columns of the chosen family. Defaults to Expense.
The family filter follows your workspace

It offers only the families actually enabled in the workspace budget configuration. If only one is enabled, the filter disappears — there would be nothing to choose.

Reading overruns​

Forecast, Planned and Actual are compared with the Budget on the same row:

  • under Expense, an amount above the budget shows in red — more is being spent than planned;
  • under Revenue, an amount above the budget shows in green — more is being earned than planned.

With no reference budget entered on the row, no colour is applied: there is nothing to compare.

The chart​

The 📊 icon in the top bar shows or hides the chart below the table. It reflects the rows actually displayed: filtering the table updates the bars.

  • The Grouped bars / Stacked bars selector changes its rendering.
  • The horizontal handle between the table and the chart resizes both areas. The chosen position is kept.

Analysing​

  • View settings (⚙️) and Project hierarchy management — how rows are organised.
  • Project selection — select all / clear all to narrow the scope. An orange badge on the Scenario button shows the number of unticked projects.
  • Refresh (button at the start of the toolbar) and Reset — reload the data, return to the default view.
  • Export — the download icon generates the file for the current view.
  • More — Expand all / Collapse all the pivot table columns when several fields are used as columns. The active option is ticked in the menu and the choice is kept from one opening to the next.
  • Project fields — the (Project) dimensions (code, status, type, priority, program, fiscal years, project leader and custom fields) let you group or filter the pivot table by project characteristic. Details are in a project's budget.
A heavy view

Consolidating a portfolio's budgets handles a lot of rows: the screen may need several seconds to load on a well-filled portfolio. Narrowing the project selection speeds up the display.

Project actions​

In the Summary, clicking a project name opens an action menu; the three vertical dots in the leftmost column open the same menu. In Analysis, the menu opens from the label of a project grouping row, or from the three dots that follow it.

ActionEffect
✏️ General project attributesOpens a quick edit panel: name, dates, status, priority and the other fields of the General tab of the project definition. The 💾 button saves, ✕ closes without saving. A read-only project opens in consultation mode, with no save button
🗓️ Open the project in a new tabOpens the project schedule in a separate browser tab, without leaving the current view
💶 Open the project budget in a new tabOpens the project budget summary in a separate tab
🎫 Open the project cards in a new tabOpens the project cards (tickets) in a separate tab

The project name is also clickable in the Scenario panel on the left.

Below the actions, the Included in the scenario checkbox removes the project from the view (or brings it back) without going through the Scenario panel: it is the same setting as the project's checkbox in that panel, which updates at the same time.

When a shift simulation is in progress in the Global planning, an orange badge “N shifted project(s) in the global planning” recalls it next to the Scenario button; a click opens the global planning. This view does not apply the simulation: its dates and amounts remain those of the actual projects.

The Esc key closes the menu, then the edit panel.

Fiscal years displayed​

The fiscal years offered go back 3 years at most: in 2026, the oldest is 2023. The All fiscal years view keeps the full cumulative total, including hidden years. Tick one or more years in the Fiscal year selector. The selected years appear in the collapsed list. Your choice is kept from one visit to the next.

See also​