The spreadsheet is separated into 3 sections.
The first third of the spreadsheet, you will list all projects that you are going to complete or start in the upcoming fiscal year.
The second third will have the same list of projects as the top third; however, in this section, you will indicate the amount of the project expenses that will need to come from the operating budget instead of from sources outside of the operating budget (i.e. other agency investments, grants, etc.). This second third of the budget gives the governance board the amount they will need to find within their operating budget to fund the portfolio of projects being proposed.
The last third of the spreadsheet contains the projects, and their estimates, that are not going to be funded. These are included in case additional funding is found or the Governance Board decide to swap out a funded project for one of these.
Utilizing the PPM Tool, determine which projects currently in-flight will not be completed by the end of the current fiscal year and add them to the worksheet. Itemize the needed budget for the following fiscal year.