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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.

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 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.
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.

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

See also​