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What's new › Add budget info to Portfolio View

Add budget info to Portfolio View

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You can now add budget info to your Portfolio View. This allows users to visualize a project's big picture and better manage project resources and allocations.

To show budget information, open Portfolio View from Apps and select the "Project details and fields" dropdown. From here, select 'Budget', 'Billed amount', and/or 'Remaining budget' to add to your Portfolio View.

Thank you to Erin from The Grant Plant, Ryan from ICS, and Jessica at The Grovery for providing feedback on this feature!

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