1. Navigate the Portfolio Budget Profile

 

1. Click the ‘Budget Management’ tab from the left side bar of the Portfolio page. Once done, scroll to the ‘Budget Profile’ section.

 

 

2. You can filter the ‘Portfolio Budget Profile’ chart by Period or specific From and To Calendar dates.


  • To filter the ‘Portfolio Budget Profile’ chart by Period, click any of the following tabs: ‘6 Months’, ‘Year-to-end’, ‘1 year’ or ‘All’.


 

  • To filter the ‘Portfolio Budget Profile’ chart by a specific calendar dates, adjust the From and To calendar picker.


 

3. You can download the ‘Portfolio Budget Profile’ chart by clicking the download icon. Once done, choose the file to download: ‘PNG Image’, ‘JPEG Image’, ‘PDF Document’ or ‘SVG vector image’.


 

4. In order to Print the ‘Portfolio Budget Profile’ chart, click the download icon and the select ‘Print Chart’.