This lesson describes how to:
• Use Budget planning
• Select a planning period
• Create multiple what-if scenarios
• Import Budget planning data
• Use Layout and Chart views

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1. Budget planning.
Use budget planning to determine: 
•    Which projects and initiatives are of greatest value to the company?
•    What is the budget? 
•    Which projects should be funded?
•    And which projects should be deferred? 
The budget planning page provides a time-phased view of costs for all the projects in the portfolio.

2. Select a planning period.
Select a planning period and create a scenario to begin evaluation cost constraints. Start with a target budget and distribute it for each time period. These budget values can also be planned at a more granular level using capital and expense sub-costs. Enable these cost fields on the budget planning detail window for the portfolio. Expand the projects to view or change proposed budgets set by the project manager. 

3. Create multiple what-if scenarios.
Create multiple what-if scenarios against different project attributes. The project evaluation score is a particularly useful attribute. This is where project managers rank and score their projects against organizational priorities. Use this score to help select the best projects for the planning period. 

4. Import Budget planning data.
Budget planning data can be imported into an existing scenario using Microsoft Excel. Download the import template and follow the instructions to enter scenario details in the spreadsheet.

5. Layout and Chart views.
If using programs change the layout to program view to plan projects at the program level. Access the funds view to manage fund distribution for the portfolio. And select Chart to view costs spread geographically across all the projects in the plan.
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