We've updated Meisterplan - check out what's new!

Portfolio Budgets in ReportingProPremium

With this update to the Reports view, you will be able to compare information on portfolio budget and portfolio costs in your internal and external reports. This will ease communication about the budget consumed by costs for completed and ongoing projects in your portfolio and make it easier to gauge if a new project can feasibly be taken on from a financial perspective.

In integrated pivot reports of the financial type, you can now find the fields Portfolio Budget Planned Costs, Portfolio Budget Planned Benefit and Portfolio Budget Planned Net Value to choose from.

In the Reporting API, you can now use the new endpoint portfolioBudget to export your date for your external reports.