1. Organizational Funding DRAFT
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Definition
Budgeting
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This capability provides the mechanism to define or manage the organization’s budgets and set time-phased financial budgets that planned and current projects can be analyzed against.
Financial Targets
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This capability supports the setting of time-phased financial targets against which planned and in-flight projects can be analyzed.
Business Outcomes
Budgeting
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We can define budgets for an organization at various levels that represent the portfolio’s investment “pot.”
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We can support investment planning by providing the context of budgets for analyzing demand and making assessments on our ability to take on new projects.
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We can adjust budgets as needed to reflect changes in priorities and desired outcomes.
Financial Targets
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We can define the benefits or revenue targets that the organizations must yield. This provides further context for analyzing and prioritizing projects.
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We can adjust financial targets as needed to reflect changing priorities and desired outcomes.
Enterprise 1
Process Steps

Organizational Funding process flow
In cost-center based investment and capacity planning, you compare capacity by cost centers to demand entities (e.g., projects).
Process Step | Description |
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Create a cost center planning portfolio |
A Planning portfolio defines the capacity and demand entities to be used in analysis. To create a cost center planning portfolio:
![]() New Planning Portfolio option on the Planning Menu
![]() New cost center planning portfolio
For more information on this topic: |
Enter labor capacity |
In this capability, labor capacity is derived from the cost center (providing organization) structure (CBS1). The cost center financial plan provides organizational visibility into capacity to deliver investments. Labor capacity can be entered manually or loaded from resource availability and planned standard activities. The purpose of this step is to enter labor capacity targets into the cost center financial plan, against which demand can be balanced.
NOTE Performing this procedure to load capacity for a cost-center financial plan, loads the data for all of the cost centers in the relevant portfolio.
More information on this topic: |
Enter non labor financial budgets/targets |
The purpose of this step is to enter non labor financial budgets/targets into the cost center financial plan, against which demand can be balanced. These targets can be entered manually by drilling into the individual cost center financial plans. Select Financial Planning Detail from the action menu ( |
Outputs, Reports, and Analytics
This solution capability is supported by the following outputs, reports, and analytics.
Type | Associated Outputs, Reports, and Analytics | Description |
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Screen | Financial Planning Detail | Helps you understand the actual costs to date and the future forecasted costs of a particular project, strategy, organization, or an outcome. Lets you view the total initial budget (captured in a version) that was approved for the project, strategic entity, organization, or outcome. |
Screen | Capacity Portfolio Manager | Gives you an overview of a financial plan as it relates to the capacity within a Planning portfolio. Also provides easy access to the details of a financial plan and the relevant items. |
Analytic | PLN01 | Investment Planning Demand vs. Portfolio Targets This analytic provides a Summarization of the data in an Investment Planning portfolio/scenario combination. It provides a time phased view of the portfolio demand and supply, drillable by demand planning line attribute and drillable to the level of each individual investment. Supports project, strategy and product based portfolios. |
Report | PLN32 | Planning Portfolio Financial Burndown Report Planning report that allows the comparison of one/many versions of financial plan data, including effort (FTEs/Days/Hours) or financial data (Cost/Benefit/Revenue). Includes a burn down chart for the whole portfolio and for each project. The report includes:
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Clarizen
Process Steps

Organizational Funding process flow
Funds may be allocated in a top-down fashion, often created at the portfolio level, then allocated to each project manually. In more complex cases, funding may be allocated to the same project from two different portfolios. For more information on this complex case see Funding: Portfolio Funding Example.
Process Step | Description |
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Add funding amount to the portfolio |
Add the total funding amount to the Funding Budget field within Portfolio Details.
![]() Add portfolio funding amount to the portfolio
More information on this topic: |
Add related projects to the portfolio |
Add all the related projects that will be funded by that portfolio.
![]() Add related projects to a portfolio
For more information on this topic: |
Add funding amount to each project |
From the Projects section of the Portfolio Details screen, add the funding amount to each project within the portfolio.
![]() Add funding amount to a project within a portfolio
More information on this topic: |
Review remaining revenue and funding targets |
The Total Allocation and Remaining Funding fields on the Portfolio Details screen will update as funding is added to the related projects. Depending on the complexity of the funding structure, fields within the project grid may also update as funding is added for projects related to different portfolios. More information on this topic: |
Monitor and adjust | Monitor and adjust funding fields as the projects progress. Additional funding may be aquired from other portfolios, or funding allocations within the portfolio may need to be updated. |