Manage the Portfolio Costs Settings

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This article explains how to manage the Costs Settings in the Portfolio Plan Configuration.

Access the Portfolio Plan Costs Settings

To access the Portfolio Plan Costs settings, go to the Configuration area by clicking the Settings gear Settings.png. Then select Portfolio Plan from the left navigation, and select the Costs tab.

Costs_Settings_Work_Plan.png

Costs Settings

There are only a couple of settings in the Costs tab.

  • Enable Pivot: Check the check box to enable/show the Pivot Table in the Portfolio area.

  • Cost Types: All the cost types for Financial Plan and Resource Plan settings show. These are the cost types that are available for use in the Portfolio Pivot Chart. To manage the cost types, go to the Financial Plan and/or Resource Plan settings pages.

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