Budget Table and Chart

At a Glance

Explore how Requirements Portal automatically creates and updates budget tables and pie charts for Valis that use the soc() formula, or "sum of children". This article shows you where to find these views and how they display a property’s distribution across your project’s Blocks. Keep reading to learn how to view and work with your project’s budget breakdown.

- Find the Budget tab to explore a property’s breakdown across all Blocks, down to the lowest system element.
- Learn how to show or hide table columns and copy the budget table into Excel.
- Access the Breakdown Chart tab and understand that its pie chart shows distribution only for the next lower level.
Go Deeper with AI:

Valis/Valitypes within your project’s top-level blocks might have the formula function soc() that stands for "sum of children". This function sums up all the Valis of the same type in the Blocks one level below (sub-Blocks). Whenever a Vali has a soc() function as a formula, Requirements Portal automatically creates and updates budget tables and charts for Valis with the formula soc().

Budget Table

The budget tables provide the overall breakdown/distribution of the property over all the Blocks within the project. You can see even the lowest element of the system. To view the budget table for the property, click on the name of the Vali and select the Budget tab.

Budget table for a Valitype that has the soc() function
Budget table for a Valitype that has the soc() function

  • Columns can be displayed and hidden by clicking the  icon in the column headers of the table and clicking the  icon in the pop-up that appears.

  • You can copy the budget table and directly paste it into the Excel sheet.

Pie Chart

To view the pie chart, click on the name of the Vali and select the Breakdown Chart tab.

Note that the pie chart shows the mass distribution, which is only shown for its next lower level.

Pie Chart for a Valitype that has the soc() function
Pie Chart for a Valitype that has the soc() function

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If you don’t see a documented feature in your actual software, contact Altium Sales to find out more.

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