Guides

Portfolio budgeting, from contracts and acceptance certificates

Practical guides for PMOs and finance controllers who approve budgets per calendar year and spend them through vendor contracts. Each one works through an example you can check by hand.

Budgeting basics

Budget vs committed vs actuals: the three numbers a PMO needs

What each layer means, the four figures to report, the monthly view, and why portfolio ratios must not be averaged.

Read the guide → Contracts

How to phase a multi-year contract across budget years

Split a contract by expected acceptance, keep the split equal to its value, and re-phase when delivery slips.

Read the guide → Budget control

Why your budget spreadsheet hides over-commitment

Six places a workbook hides contracts that exceed the budget, and a monthly check you can run in Excel.

Read the guide →