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Create a demand › Use › Demand Management › Project Portfolio Management › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Enable lean budgeting for demands

Enable the Investment Budget option to allocate budgeting for demands at fiscal period.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > Demands > Demand > All.

  2. Open the required demand.

  3. Select the Additional actions and navigate to Configure > Related Lists.

Image omitted: config-invest-budget.png
List of options available in Additional actions.

  1. Select Investment Budget from the Available column and add it to Selected column.

  2. Select Save.

  3. Manage lean budgeting for demand
    Allocate budget for demands at each fiscal period instead of the entire fiscal year to reduce the overhead costs associated with traditional approach.

Parent Topic:Create a demand