Glossary Term
Description
Baseline Period CostThe planned monthly allocation of the baseline budget for each period in the newly created portfolio.  
Baseline Portfolio Budget
Financial funding allocated to the portfolio to cover the expenditure for delivery of the projects within the portfolio.
Budget
The project baseline budget as sourced from the Project Budget module. 
Cost Range
The estimated cost of the lined up project to deliver the project scope
CountryThe country that the company is based in and operating primarily out of.
CurrencyThe current currency used and updated across the entire Portfolio/ Program.
DescriptionA brief description of the selected project
End DateThe project/ portfolio's current Forecast Finish Date
General Information
The basic information of the newly created Portfolio/ Program
Key Roles
Portfolio/ Program role of the member and what their primary responsibilities will be as defined by role.
Lined Up Projects
An overview of the opportunity projects added to the portfolio which have not reached Planning Phase
Management Budget
The budget allocation for the Portfolio/Program.
Planned
It is the planned budget amount for each period covered in the portfolio.

It displays Project Periods, Baseline Period Cost, Portfolio Period OPEX, and Portfolio Period Budget
Planned Period CostThe cost associated with the periods covered in the selected projects for the Program.
Portfolio ID
A unique identifier generated and assigned to a portfolio when created and saved.
Portfolio OPEXThe cost breakdown of a company's operational expenditure to manage the portfolio.
Portfolio Period OPEXThe OPEX amount allocated for each period in the portfolio
Portfolio NameA short title which outlines the portfolio. The name should incorporate 3 pieces of information which are the 'what', the 'how' and the 'impact' of the portfolio.
Portfolio Period Budget
Planned budget amount for this portfolio period plus Portfolio Period OPEX and Custom Budget (if enabled). For tracking forecasting success criteria, once a planned cost period has past it cannot be edited.
Portfolio/ Project Allocation
A list of all live or pipelined projects that will be in the portfolio regardless of their status so that all projects are reported up to a portfolio. The future pipeline and schedule can be reviewed based on the portfolio.
Portfolio/ Project DescriptionA description of the Pipeline Project/ Live Project/ Portfolio.
Portfolio/ Project NameThe name of the Pipeline Project/ Live Project/ Portfolio to be added in the newly created portfolio.
Portfolio Set-Up Checklist
A list of important steps/ actions before the portfolio can be created
Portfolio Setup
The Portfolio set up phase very important for the basic management of a portfolio of projects within the company. Something as simple as incorrect reporting schedules within a project can cause delays, breakdown in communication, and additional risks/issues to a project. All of the information within the setup is critical to managing a project that has been identified and need to be managed at the portfolio level
Program NameThe name or title of the program.
Program Period BudgetThe total budget covered in the Program based on costs from selected projects.
Program Setup
The Program set up phase is very important for the basic management of a Program of projects within the company. Something as simple as incorrect reporting schedules within a project can cause delays, breakdown in communication, and additional risks/issues to a project.

All of the information within the setup is critical to managing a project that has been identified and needs to be managed at the Program level. 
Project AllocationA pipeline/ live project to be added in the newly created Program.
Project Periods
These are periods consisting of the added projects/portfolios that will make up the life span of the portfolio to be newly created.


For Programs, it's only projects that will make up the life span of the newly created program.

Resources
Number of resources assigned to the Pipeline/ Live Project as detailed in the Project Resource module
Start DateThe project/ portfolio/ program 's Baseline Start Date
Time ZoneThe Time Zone that the Portfolio/ Program's reporting, schedules and all other notification timings will adhere to.
Total Portfolio Budget
Total budget assigned to the portfolio, which is then utilised by projects within the portfolio.
Unallocated BudgetOver or under allocation of portfolio budget based on calculation of difference between total portfolio budget and funds allocated to projects and sub-portfolios.