Managing Projects › Set Up a CA Clarity PPM Project › Define the Project Properties › Define the Budget Properties

Define the Budget Properties

Budget information is essential in managing and analyzing portfolios. Correctly defining and recording planned cost and benefit information help to assess and analyze projects.

Note: To see all data from an investment to a portfolio, your CA Clarity PPM administrator must run the Synchronize Portfolio Investment job.

With a budget, you can define metrics, such as the Net Present Value (NPV) of the project, Return on Investment (ROI), and breakeven information. You can also define project planned and budgeted costs and benefits over a specified time period.

Alternatively, you can define a detailed financial plan to budget costs and benefits over multiple periods. If you create a detailed financial plan, information from the detailed plan is automatically populated in the budget properties page.

Follow these steps:

1. Open the project.
2. Open the Properties menu, and from Properties, click Budget.
3. Complete the fields in the Budget Properties page. The following fields require explanation:

   Budget Equals Planned Values

   Indicates whether you want the budget cost and benefit values to be equal to the planned cost and budget values. If you clear this check box, you can manually define the budget values.

4. Save your changes.