PMO Portfolio Pages and Portlets

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The PMO Accelerator has the following portfolio pages and portlets:
 
 
 
2
 
2
 
 
 
 To add fields to a portlet using the 
Configure
 option, see Getting Started with
Classic PPM
 in the 
Using
 section. That section includes documentation on personalizing the user interface.
Portfolio Dashboard
Use the Portfolio Dashboard page to view a series of tabs with portlets that provide a view of the data across portfolios. Portfolio planning and analysis occur within the portfolio planning horizon, which is the time window between the portfolio start and finish dates. If the plan of record is selected as a portlet filter option, then the portfolio planning horizon is the time window between the plan of record start and finish dates.
This dashboard page shows portfolio investment amounts that are above the waterline. Portfolio ranking rules or manual ranking determines whether an investment is above or below the waterline.
This page includes the following tabs:
Costs and Benefits
Use the portlets on the Cost and Benefits tab to see target, distributed, and planned cost and benefits for each portfolio. The portlets also display variance amounts for cost and benefits, comparing target to distributed and distributed to planned amounts.
To access this page, open Home, and from Portfolio Management, click Portfolio Dashboard.
The target and distributed amounts in the portlets reflect the amounts entered in the properties or targets tab of each portfolio. The planned amounts in the portlets are the planned amounts of the investments in the portfolio. To learn more, see Create a Portfolio of Investments.
This Cost and Benefits tab consists of the following portlets:
Use the page-level filter to filter all portlets at once by manager, stakeholder, and above waterline. By default, the amounts shown in the portlets represent investment amounts from investments that are above the waterline within the portfolios. To view below the waterline amounts or all investment amounts, change the Above Waterline drop-down on the portfolio page-level filter.
 
The Portfolio Dashboard displaying the Costs and Benefits portlet and the Portfolio Cost and Benefit Analysis portlet
 
Portfolio Costs Portlet
The Portfolio Costs portlet displays a column graph showing the target, distributed, and planned cost of each portfolio. Use this portlet to compare these cost amounts across portfolios. The portlet filters include: Portfolio (multi-select), OBS Unit, Portfolio Plan Type, Managers (multi-select), Stakeholders (multi-select), Above Waterline, and Active. By default, the Portfolio Plan Type filter is set to Portfolio. This means that the amounts displayed in the portlet are the portfolio amounts as of the last sync. If you set the Portfolio Plan Type filter to Plan of Record, then the amounts are based on the portfolio plan marked as the plan of record. You must have a plan of record on the portfolio for it to appear in the portlet if you select this filter option.
To access this portlet, open Home, and from Portfolio Management, select Portfolio Dashboard.
The values on the Y-axis are the portfolio target, distributed, and planned cost amounts. The target cost is a line on the chart. The distributed and planned cost amounts are columns. Click one of the columns in the graph to open the portfolio waterlines page. This portlet is based on the Portfolio Provider. Fields included in the system provider are available to this portlet and may be added through the configure option.
 
The Portfolio Costs portlet
 
Portfolio Cost and Benefit Analysis Portlet
The Portfolio Cost and Benefit Analysis portlet displays target, distributed, and planned cost and benefit amounts for each portfolio. Use this portlet to view the overall health, risk, and cost variances of portfolios. The portlet filters include: Portfolio (multi-select), OBS Unit, Portfolio Plan Type, Managers (multi-select), Stakeholders (multi-select), Above Waterline, and Active. By default, the Portfolio Plan Type filter is set to Portfolio. This means that the amounts displayed in the portlet are the portfolio amounts as of the last sync. If you set the Portfolio Plan Type filter to Plan of Record, then the amounts are based on the portfolio plan marked as the plan of record. You must have a plan of record on the portfolio for it to appear in the portlet if you select this filter option.
To access this portlet, open Home, and from Portfolio Management, select Portfolio Dashboard.
 
The Portfolio Cost and Benefit Analysis portlet
 
The following fields appear on this portlet:
  •  
    Portfolio
    Displays the portfolio name. Click a portfolio name to go to the portfolio properties page.
  •  
    Targets Icon
    Click this icon to open the portfolio targets page.
  •  
    Waterlines Icon
    Click this icon to open the portfolio waterlines page.
  •  
    Overall Health
    Displays a stoplight based on the portfolio overall health score. The portfolio overall health score determines the color of the stoplight.
    Stoplights
    :
    • Green (68 through 1000). The portfolio overall health is green.
    • Yellow (34 through 67). The portfolio overall health is yellow.
    • Red (0 through 33). The portfolio overall health is red.
  •  
    Risk
    Displays a stoplight based on the portfolio risk. The portfolio risk determines the color of the stoplight.
    Stoplights
    :
    • Green (Low). The portfolio is low risk.
    • Yellow (Medium). The portfolio is medium risk.
    • Red (High). The portfolio is high risk.
  •  
    Target Cost
    Displays the target total cost of the portfolio.
  •  
    Distributed Cost
    Displays the distributed target total cost of the portfolio.
  •  
    Target to Distributed Cost Variance
    Displays the difference between the target cost and distributed target cost values. A negative variance indicates the distributed target cost exceeds the target cost amounts.
  •  
    Planned Cost
    Displays the planned cost of the portfolio investments within the portfolio planning horizon.
  •  
    Distributed to Planned Cost Variance
    Displays the difference between the distributed target and planned cost values. A negative variance value indicates the portfolio investment planned cost exceeds the distributed target cost amounts.
  •  
    Target Benefits
    Displays the target benefits of the portfolio.
  •  
    Distributed Benefits
    Displays the distributed target benefits of the portfolio.
  •  
    Target to Distributed Benefits Variance
    Displays the difference between the target benefits and distributed target benefit values. A negative variance indicates the distributed target benefits exceed the target benefits.
  •  
    Planned Benefits
    Displays the planned benefits of the portfolio investments within the portfolio planning horizon.
  •  
    Distributed to Planned Benefits Variance
    Displays the difference between the distributed target and planned benefit values. A negative variance value indicates the portfolio investment planned benefits exceed the distributed target benefits.
This portlet is based on the Portfolio Provider. Fields included in the system provider are also available to this portlet. You can add these fields to the portlet using the configure option:
 To configure additional fields in a portlet, see 
Getting Started
.
Roles
Use the portlets on the Roles tab to see target, distributed, and demand amounts for roles in each portfolio. The portlets also display variance amounts for roles, comparing target to distributed and distributed to demand amounts.
To access this page, open Home, and from Portfolio Management, select Portfolio Dashboard and click the Roles tab.
The target and distributed amounts in the portlets reflect the amounts entered in the properties or targets tab of each portfolio. The role demand amounts in the portlets are the role allocation demand amounts of the investments in the portfolio. The amounts display in hours or FTE determined by the Capacity Unit Type field on the portfolio properties.
See Create a Portfolio of Investments for more information.
This Roles tab consists of the following portlets:
Use the page-level filter to filter all portlets at once by manager, stakeholder, and above waterline. By default, the amounts shown in the portlets represent investment amounts that are above the waterline within the portfolios. To view below the waterline amounts or all investment amounts, change the Above Waterline drop-down on the portfolio page-level filter.
 
The Roles tab displaying the Portfolio Roles portlet and the Portfolio Role Analysis portlet
 
Portfolio Roles Portlet
The Portfolio Roles portlet displays a column graph showing the target, distributed, and demand amounts for roles in each portfolio. Use this portlet to compare these role amounts across portfolios. The portlet filters include: Portfolio (multi-select), OBS Unit, Portfolio Plan Type, Capacity Unit Type, Managers (multi-select), Stakeholders (multi-select), Above Waterline, and Active. By default, the Portfolio Plan Type filter is set to Portfolio. This means that the amounts displayed in the portlet are the portfolio amounts as of the last sync. If you set the Portfolio Plan Type filter to Plan of Record, then the amounts are based on the portfolio plan marked as the plan of record. You must have a plan of record on the portfolio for it to appear in the portlet if you select this filter option. The Capacity Unit Type filter allows you to display only portfolios set to hours or FTE on the portfolio properties.
To access this portlet, open Home, and from Portfolio Management, select Portfolio Dashboard and click the Roles tab.
The values on the Y-axis are the portfolio target, distributed, and demand amounts for roles. The target roles amount is a line on the chart. The distributed and role demand amounts are columns. Click one of the columns in the graph to open the portfolio waterlines page.
This portlet is based on the Portfolio Provider. Fields included in the system provider are available to this portlet and may be added through the configure option.
 
The Portfolio Roles portlet
 
Portfolio Role Analysis Portlet
The Portfolio Role Analysis portlet displays target, distributed, and demand amounts for roles in each portfolio. Use this portlet to view the overall health, risk, and role variances of portfolios. The portlet filters include: Portfolio (multi-select), OBS Unit, Portfolio Plan Type, Capacity Unit Type, Managers (multi-select), Stakeholders (multi-select), Above Waterline, and Active. By default, the Portfolio Plan Type filter is set to Portfolio. This means that the amounts displayed in the portlet are the portfolio amounts as of the last sync. If you set the Portfolio Plan Type filter to Plan of Record, then the amounts are based on the portfolio plan marked as the plan of record. You must have a plan of record on the portfolio for it to appear in the portlet if you select this filter option. The Capacity Unit Type filter allows you to display only portfolios set to hours or FTE on the portfolio properties.
To access this portlet, open Home, and from Portfolio Management, select Portfolio Dashboard and click the Roles tab.
 
The Portfolio Role Analysis portlet
 
The following fields appear on this portlet:
  •  
    Portfolio
    Displays the portfolio name. Click a portfolio name to go to the portfolio properties page.
  •  
    Targets Icon
    Click this icon to open the portfolio targets page.
  •  
    Waterlines Icon
    Click this icon to open the portfolio waterlines page.
  •  
    Overall Health
    Displays a stoplight based on the portfolio overall health score. The portfolio overall health score determines the color of the stoplight.
    Stoplights
    :
    • Green (68 through 100). The portfolio overall health is green.
    • Yellow (34 through 67). The portfolio overall health is yellow.
    • Red (0 through 33). The portfolio overall health is red.
  •  
    Risk
    Displays a stoplight based on the portfolio risk. The portfolio risk determines the color of the stoplight.
    Stoplights
    :
    • Green (Low). The portfolio is low risk.
    • Yellow (Medium). The portfolio is medium risk.
    • Red (High). The portfolio is high risk.
  •  
    Target Overall Roles
    Displays the target overall roles of the portfolio.
  •  
    Distributed Overall Roles
    Displays the distributed overall roles of the portfolio.
  •  
    Target to Distributed Roles Variance
    Displays the difference between the target overall role and distributed overall role values. A negative variance value indicates the distributed target overall role amount exceeds the target overall role amount.
  •  
    Role Demand
    Displays the role allocation demand for roles included in the portfolio and other roles allocated to portfolio investments within the portfolio planning horizon.
  •  
    Distributed to Role Demand Variance
    Displays the difference between the distributed target and role demand values. A negative variance value indicates the role demand from portfolio investments exceeds the distributed target role amount.
This portlet is based on the Portfolio Provider. Fields included in the system provider are available to this portlet and may be added through the configure option.
Cost and Health
Use the portlet on the Cost and Health tab to view the overall health and target cost for each portfolio. The portlet also displays the aggregated planned cost of investments in the portfolio.
To access this page, open Home, and from Portfolio Management, select Portfolio Dashboard and click the Cost and Health tab.
This Cost and Health tab consists of the following portlet:
Use the page-level filter to filter the portlet by manager, stakeholder, and above waterline. By default, the planned cost amount shown in the portlet represents investments that are above the waterline within the portfolios. To view below the waterline investment amounts or all investment amounts, change the Above Waterline drop-down on the portfolio page-level filter.
 
The Portfolio Cost by Overall Health portlet
 
Portfolio Cost by Overall Health Portlet
The Portfolio Cost by Overall Health portlet is a bubble graph that displays how the planned cost of the portfolio investments balances between the portfolio overall health and target total cost. Each bubble on the graph represents a portfolio and the size of the bubble is determined by the planned cost of the portfolio investments. The portlet filters include: Portfolio (multi-select), OBS Unit, Portfolio Plan Type, Managers (multi-select), Stakeholders (multi-select), Above Waterline, and Active. By default, the Portfolio Plan Type filter is set to Portfolio. This means that the amounts displayed in the portlet are the portfolio amounts as of the last sync. If you set the Portfolio Plan Type filter to Plan of Record, then the amounts are based on the portfolio plan marked as the plan of record. You must have a plan of record on the portfolio for it to appear in the portlet if you select this filter option.
To access this portlet, open Home, and from Portfolio Management, select Portfolio Dashboard and click the Cost and Health tab.
 
The Portfolio Cost by Overall Health portlet
 
The following describes the portlet:
  •  
    Bubble Graph
    You can click a bubble to open the waterlines page of the portfolio. You can also mouse over a bubble in the graph to display details of each portfolio. The details include the name of the portfolio, target total cost, overall health score, and planned cost. The graph legend indicates the portfolio name. Click a legend entry to exclude a portfolio from the graph.
  •  
    X-axis and Y-axis
    Values for overall health display on the Y-axis, with a zoned background color on the graph. Values for target total cost display on the X-axis.
  •  
    Overall Health
    Displays how well the portfolio scores in overall health. Portfolios appear on the graph somewhere between high and low overall health score. Portfolios with high overall health scores will be in the green zone of the graph, which is the upper third of the y-axis. Portfolios with low overall health scores will appear in the red zone of the graph, which is the lower third of the y-axis.
    Zoned Background Color
    :
    • Green (68 through 100). The portfolio overall health is green.
    • Yellow (34 through 67). The portfolio overall health is yellow.
    • Red (0 through 33). The portfolio overall health is red.
This portlet is based on the Portfolio Provider. Fields included in the system provider are available to this portlet and may be added through the configure option.
Goal Analysis
Use the portlets on the Goal Analysis tab to see aggregated investment amounts across portfolios. The aggregated amounts include the count, planned cost, role demand, and planned NPV of portfolio investments, grouped by goal.
To access this page, open Home, and from Portfolio Management, select Portfolio Dashboard and click the Goal Analysis tab.
The planned cost, role demand, and NPV amounts in the portlets are the aggregated investment amounts in the portfolios, based on the filter criteria entered. The role demand amounts display in hours or FTE determined by the Capacity Unit Type field on the portfolio properties.
See Create a Portfolio of Investments for more information.
This Goal Analysis tab consists of the following portlets:
Use the page-level filter to filter all portlets at once by manager, stakeholder, and above waterline. By default, the amounts shown in the portlets represent investment amounts that are above the waterline within the portfolios. To view below the waterline amounts or all investment amounts, change the Above Waterline drop-down on the portfolio page-level filter.
 
The Goal Analysis tab displaying aggregated investment amounts across portfolios
 
Portfolio Investment Count by Goal Portlet
The Portfolio Investment Count by Goal portlet displays a bar graph showing the number of portfolio investments across portfolios, grouped by goal. The portlet filters include: Portfolio (multi-select), Portfolio Plan Type, Above Waterline, and Portfolio Active. By default, the Portfolio Plan Type filter is set to Portfolio. This means that the amounts displayed in the portlet are the portfolio amounts as of the last sync. If you set the Portfolio Plan Type filter to Plan of Record, then the amounts are based on the portfolio plan marked as the plan of record. You must have a plan of record on the portfolio for its investment amounts to be included in the portlet if you select this filter option.
This portlet displays aggregated investment amounts across portfolios, based on the filter criteria entered. If you have the same investments included in more than one portfolio and you include both portfolios in your filter criteria, then the portlet will double count the investment amounts. The chart grouping feature does not account for double counting in aggregated value calculation; you must set up your portfolios and utilize portlet filtering to ensure you are not double counting numbers.
To access this portlet, open Home, and from Portfolio Management, select Portfolio Dashboard and click the Goal Analysis tab.
The values on the X-axis display the percentage of portfolio investments by goal. Mouse over a bar to display the total number of investments for a goal.
This portlet is based on the Portfolio Investment Provider. Fields included in the system provider are available to this portlet and may be added through the configure option.
 
The Portfolio Investment Count by Goal portlet
 
Portfolio Planned Cost by Goal Portlet
The Portfolio Planned Cost by Goal portlet displays a pie graph showing planned cost, grouped by goal, for portfolio investments across portfolios. The portlet filters include: Portfolio (multi-select), Portfolio Plan Type, Above Waterline, and Portfolio Active. By default, the Portfolio Plan Type filter is set to Portfolio. This means that the amounts displayed in the portlet are the portfolio amounts as of the last sync. If you set the Portfolio Plan Type filter to Plan of Record, then the amounts are based on the portfolio plan marked as the plan of record. You must have a plan of record on the portfolio for its investment amounts to be included in the portlet if you select this filter option.
This portlet displays aggregated investment amounts across portfolios, based on the filter criteria entered. If you have the same investments included in more than one portfolio and you include both portfolios in your filter criteria, then the portlet will double count the investment amounts. The chart grouping feature does not account for double counting in aggregated value calculation; you must set up your portfolios and utilize portlet filtering to ensure you are not double counting numbers.
To access this portlet, open Home, and from Portfolio Management, select Portfolio Dashboard and click the Goal Analysis tab.
Each pie segment reflects the percentage of the planned cost amount distributed by goal. Mouse over a pie slice to display the total planned cost amount for a goal.
This portlet is based on the Portfolio Investment Provider. Fields included in the system provider are available to this portlet and may be added through the configure option.
 
The Portfolio Planned Cost by Goal portlet
 
Portfolio Role Demand by Goal Portlet
The Portfolio Role Demand by Goal portlet displays a pie graph showing role demand, grouped by goal, for portfolio investments across portfolios. The portlet filters include: Portfolio (multi-select), Portfolio Plan Type, Portfolio Capacity Unit Type, Above Waterline, and Portfolio Active. By default, the Portfolio Plan Type filter is set to Portfolio. This means that the amounts displayed in the portlet are the portfolio amounts as of the last sync. If you set the Portfolio Plan Type filter to Plan of Record, then the amounts are based on the portfolio plan marked as the plan of record. You must have a plan of record on the portfolio for its investment amounts to be included in the portlet if you select this filter option. The Portfolio Capacity Unit Type filter allows you to include only investments in portfolios set to hours or FTE on the portfolio properties.
This portlet displays aggregated investment amounts across portfolios, based on the filter criteria entered. If you have the same investments included in more than one portfolio and you include both portfolios in your filter criteria, then the portlet will double count the investment amounts. The chart grouping feature does not account for double counting in aggregated value calculation; you must set up your portfolios and utilize portlet filtering to ensure you are not double counting numbers.
To access this portlet, open Home, and from Portfolio Management, select Portfolio Dashboard and click the Goal Analysis tab.
Each pie segment reflects the percentage of the role demand amount distributed by goal. Mouse over a pie slice to display the role demand amount for a goal.
This portlet is based on the Portfolio Investment Provider. Fields included in the system provider are available to this portlet and may be added through the configure option.
 
The Portfolio Role Demand by Goal portlet
 
Portfolio Planned NPV by Goal Portlet
The Portfolio Planned NPV by Goal portlet displays a column graph showing the planned NPV, grouped by goal, for portfolio investments across portfolios. The portlet filters include: Portfolio (multi-select), Portfolio Plan Type, Above Waterline, and Portfolio Active. By default, the Portfolio Plan Type filter is set to Portfolio. This means that the amounts displayed in the portlet are the portfolio amounts as of the last sync. If you set the Portfolio Plan Type filter to Plan of Record, then the amounts are based on the portfolio plan marked as the plan of record. You must have a plan of record on the portfolio for its investment amounts to be included in the portlet if you select this filter option.
This portlet displays aggregated investment amounts across portfolios, based on the filter criteria entered. If you have the same investments included in more than one portfolio and you include both portfolios in your filter criteria, then the portlet will double count the investment amounts. The chart grouping feature does not account for double counting in aggregated value calculation; you must set up your portfolios and utilize portlet filtering to ensure you are not double counting numbers.
To access this portlet, open Home, and from Portfolio Management, select Portfolio Dashboard and click the Goal Analysis tab.
The values on the Y-axis display the planned NPV amounts by goal. Mouse over a column to display the planned NPV amount for a goal.
This portlet is based on the Portfolio Investment Provider. Fields included in the system provider are available to this portlet and may be added through the configure option.
 
The Portfolio Planned NPV by Goal portlet
 
 
Investment Analysis
Use the portlets on the Investment Analysis tab to see aggregated investment counts across portfolios. The portlets display the investment count by type, work status, above and below the waterline, and approval status.
To access this page, open Home, and from Portfolio Management, select Portfolio Dashboard and click the Investment Analysis tab.
This Investment Analysis tab consists of the following portlets:
Use the page-level filter to filter all portlets at once by manager, stakeholder, and above waterline. By default, the amounts shown in the portlets represent investment amounts that are above the waterline within the portfolios. To view below the waterline amounts or all investment amounts, change the Above Waterline drop-down on the portfolio page-level filter. The exception is the Portfolio Investment Count by Waterline portlet which is not filtered by the Above Waterline page-level filter. This portlet is a comparison between above and below the waterline investments so the filter option to display only above or only below the waterline does not apply to this portlet.
 
The Investment Analysis tab contains portlets that show  aggregate investment counts across portfolios.
 
Portfolio Investment Count by Type Portlet
The Portfolio Investment Count by Type portlet displays a donut graph showing the number of portfolio investments across portfolios, grouped by investment type. The portlet filters include Portfolio (multi-select), Portfolio Plan Type, Above Waterline, and Portfolio Active. By default, the Portfolio Plan Type filter is set to Portfolio. This means that the amounts displayed in the portlet are the portfolio amounts as of the last sync. If you set the Portfolio Plan Type filter to Plan of Record, then the amounts are based on the portfolio plan marked as the plan of record. You must have a plan of record on the portfolio for its investment amounts to be included in the portlet if you select this filter option.
This portlet displays aggregated investment amounts across portfolios, based on the filter criteria entered. If you have the same investments included in more than one portfolio and you include both portfolios in your filter criteria, then the portlet will double count the investment amounts. The chart grouping feature does not account for double counting in aggregated value calculation; you must set up your portfolios and utilize portlet filtering to ensure you are not double counting numbers.
To access this portlet, open Home, and from Portfolio Management, select Portfolio Dashboard and click the Investment Analysis tab.
Each donut segment reflects the percentage of investments distributed by investment type. Mouse over a donut slice to display the total number of investments for an investment type.
This portlet is based on the Portfolio Investment Provider. Fields included in the system provider are available to this portlet and may be added through the configure option.
 
The Portfolio Investment Count by Type portlet
 
Portfolio Investment Count by Work Status Portlet
The Portfolio Investment Count by Work Status portlet displays a donut graph showing the number of portfolio investments across portfolios, grouped by work status. The portlet filters include: Portfolio (multi-select), Portfolio Plan Type, Above Waterline, and Portfolio Active. By default, the Portfolio Plan Type filter is set to Portfolio. This means that the amounts displayed in the portlet are the portfolio amounts as of the last sync. If you set the Portfolio Plan Type filter to Plan of Record, then the amounts are based on the portfolio plan marked as the plan of record. You must have a plan of record on the portfolio for its investment amounts to be included in the portlet if you select this filter option.
This portlet displays aggregated investment amounts across portfolios, based on the filter criteria entered. If you have the same investments included in more than one portfolio and you include both portfolios in your filter criteria, then the portlet will double count the investment amounts. The chart grouping feature does not account for double counting in aggregated value calculation; you must set up your portfolios and utilize portlet filtering to ensure you are not double counting numbers.
To access this portlet, open Home, and from Portfolio Management, select Portfolio Dashboard and click the Investment Analysis tab.
Each donut segment reflects the percentage of investments distributed by work status. Mouse over a donut slice to display the total number of investments for a work status.
This portlet is based on the Portfolio Investment Provider. Fields included in the system provider are available to this portlet and may be added through the configure option.
 
The Portfolio Investment Count by Work Status portlet
 
Portfolio Investment Count by Waterline Portlet
The Portfolio Investment Count by Waterline portlet displays a donut graph showing the number of portfolio investments above and below the waterline across portfolios. The portlet filters include: Portfolio (multi-select), Portfolio Plan Type, and Portfolio Active. By default, the Portfolio Plan Type filter is set to Portfolio. This means that the amounts displayed in the portlet are the portfolio amounts as of the last sync. If you set the Portfolio Plan Type filter to Plan of Record, then the amounts are based on the portfolio plan marked as the plan of record. You must have a plan of record on the portfolio for its investment amounts to be included in the portlet if you select this filter option.
This portlet displays aggregated investment amounts across portfolios, based on the filter criteria entered. If you have the same investments included in more than one portfolio and you include both portfolios in your filter criteria, then the portlet will double count the investment amounts. The chart grouping feature does not account for double counting in aggregated value calculation; you must set up your portfolios and utilize portlet filtering to ensure you are not double counting numbers.
To access this page, open Home, and from Portfolio Management, select Portfolio Dashboard and click the Investment Analysis tab.
Each donut segment reflects the percentage of investments above and below the waterline. Mouse over a donut slice to display the total number of investments that are above and below the waterline.
This portlet is based on the Portfolio Investment Provider. Fields included in the system provider are available to this portlet and may be added through the configure option.
 
The Portfolio Investment Count by Waterline portlet
 
Portfolio Investment Count by Approval Portlet
The Portfolio Investment Count by Approval portlet displays a donut graph showing the number of portfolio investments approved and unapproved across portfolios. The portlet filters include: Portfolio (multi-select), Portfolio Plan Type, Above Waterline, and Portfolio Active. By default, the Portfolio Plan Type filter is set to Portfolio. This means that the amounts displayed in the portlet are the portfolio amounts as of the last sync. If you set the Portfolio Plan Type filter to Plan of Record, then the amounts are based on the portfolio plan marked as the plan of record. You must have a plan of record on the portfolio for its investment amounts to be included in the portlet if you select this filter option.
This portlet displays aggregated investment amounts across portfolios, based on the filter criteria entered. If you have the same investments included in more than one portfolio and you include both portfolios in your filter criteria, then the portlet will double count the investment amounts. The chart grouping feature does not account for double counting in aggregated value calculation; you must set up your portfolios and utilize portlet filtering to ensure you are not double counting numbers.
To access this page, open Home, and from Portfolio Management, select Portfolio Dashboard and click the Investment Analysis tab.
Each donut segment reflects the percentage of investments approved and unapproved. Mouse over a donut slice to display the total number of investments that are approved and unapproved.
 
The Portfolio Investment Count by Approval portlet
 
This portlet is based on the Portfolio Investment Provider. Fields included in the system provider are available to this portlet and may be added through the configure option.
Capital and Operating
Use the portlets on the Capital and Operating tab to see total, capital, and operating cost amounts for each portfolio. The cost amounts include target, planned, and actual costs.
To access this page, open Home, and from Portfolio Management, select Portfolio Dashboard and click the Capital and Operating tab.
The target amounts reflect the amounts entered in the properties or targets tab of each portfolio. The planned and actual amounts are the planned and actual amounts of the investments in the portfolio.
See Create a Portfolio of Investments for more information.
This Capital and Operating tab consists of the following portlets:
Use the page-level filter to filter all portlets at once by manager, stakeholder, and above waterline. By default, the amounts shown in the portlets represent investment amounts that are above the waterline within the portfolios. To view below the waterline amounts or all investment amounts, change the Above Waterline drop-down on the portfolio page-level filter.
 
The Capital and Operating tab contains portlets that show total, capital, and operating cost amounts for each portfolio.
 
Portfolio Capital and Operating Costs Portlet
The Portfolio Capital and Operating Costs portlet displays an area graph showing the planned total, capital, and operating cost of each portfolio. Use this portlet to gain visibility into the portion of planned cost that is capital and operating for investments in the portfolio. The portlet filters include: Portfolio (multi-select), OBS Unit, Portfolio Plan Type, Managers (multi-select), Stakeholders (multi-select), Above Waterline, and Active. By default, the Portfolio Plan Type filter is set to Portfolio. This means that the amounts displayed in the portlet are the portfolio amounts as of the last sync. If you set the Portfolio Plan Type filter to Plan of Record, then the amounts are based on the portfolio plan marked as the plan of record. You must have a plan of record on the portfolio for it to appear in the portlet if you select this filter option.
To access this portlet, open Home, and from Portfolio Management, select Portfolio Dashboard and click the Capital and Operating tab.
The values on the Y-axis display the investment planned total cost, planned capital cost and planned operating cost amounts. Click one of the points in the area graph to open the portfolio waterlines page. Click a legend label to hide areas in the graph.
This portlet is based on the Portfolio Provider. Fields included in the system provider are available to this portlet and may be added through the configure option.
 
The Portfolio Capital and Operating Costs portlet
 
Portfolio Capital and Operating Cost Analysis Portlet
The Portfolio Capital and Operating Cost Analysis portlet displays total, capital, and operating cost amounts for each portfolio. The cost amounts include target, planned, and actual cost. The portlet also displays variance amounts, comparing target to planned cost amounts. The portlet filters include: Portfolio (multi-select), OBS Unit, Portfolio Plan Type, Managers (multi-select), Stakeholders (multi-select), Above Waterline, and Active. By default, the Portfolio Plan Type filter is set to Portfolio. This means that the amounts displayed in the portlet are the portfolio amounts as of the last sync. If you set the Portfolio Plan Type filter to Plan of Record, then the amounts are based on the portfolio plan marked as the plan of record. You must have a plan of record on the portfolio for it to appear in the portlet if you select this filter option.
To access this portlet, open Home, and from Portfolio Management, select Portfolio Dashboard and click the Capital and Operating tab.
 
The Portfolio Capital and Operating Cost Analysis portlet
 
The following fields appear on this portlet:
  •  
    Portfolio
    Displays the portfolio name. Click a portfolio name to go to the portfolio properties page.
  •  
    Targets Icon
    Click this icon to open the portfolio targets page.
  •  
    Waterlines Icon
    Click this icon to open the portfolio waterlines page.
  •  
    Start 
    Displays the start date of the portfolio planning horizon. If the Portfolio Plan Type filter is set to Portfolio, then this is the portfolio start date. If the Portfolio Plan Type filter is set to Plan of Record, then this is the plan start date for the portfolio plan designated as the plan of record.
  •  
    Finish
    Displays the finish date of the portfolio planning horizon. If the Portfolio Plan Type filter is set to Portfolio, then this is the portfolio finish date. If the Portfolio Plan Type filter is set to Plan of Record, then this is the plan finish date for the portfolio plan designated as the plan of record.
  •  
    Target Cost
    Displays the target total cost of the portfolio.
  •  
    Planned Cost
    Displays the planned cost of the portfolio investments within the portfolio planning horizon.
  •  
    Actual Cost
    Displays the actual cost posted to the portfolio investments within the portfolio planning horizon.
  •  
    Target to Planned Cost Variance
    Displays the difference between the target cost and planned cost values. A negative variance value indicates the portfolio investment planned cost exceeds the target cost amounts.
  •  
    Target Capital Cost
    Displays the target capital cost of the portfolio.
  •  
    Planned Capital Cost
    Displays the planned capital cost of the portfolio investments within the portfolio planning horizon.
  •  
    Actual Capital Cost
    Displays the actual capital cost posted to the portfolio investments within the portfolio planning horizon.
  •  
    Target to Planned Capital Cost Variance
    Displays the difference between the target capital cost and planned capital cost values. A negative variance value indicates the portfolio investment planned capital cost exceeds the target capital cost amount.
  •  
    Target Operating Cost
    Displays the overall target operating cost of the portfolio.
  •  
    Planned Operating Cost
    Displays the planned operating cost of the portfolio investments within the portfolio planning horizon.
  •  
    Actual Operating Cost
    Displays the actual operating cost posted to the portfolio investments within the portfolio planning horizon.
  •  
    Target to Planned Operating Cost Variance
    Displays the difference between the target operating cost and planned operating cost values. A negative variance value indicates the portfolio investment planned operating cost exceeds the target operating cost amount.
This portlet is based on the Portfolio Provider. Fields included in the system provider are available to this portlet and may be added through the configure option.
PMO Portfolio Investment Dashboard
Use the PMO-Portfolio Investment Dashboard page to view a series of tabs with portlets that you can use to plan and monitor the execution of a portfolio.
Portfolio planning and analysis occur within the portfolio planning horizon, which is the time window between the portfolio start and finish dates. If a plan is selected, then the portfolio planning horizon is the time window between the plan start and finish dates.
This dashboard page shows portfolio investment amounts that are above the waterline in the portfolio. Investments are considered above the waterline if they are ranked, via ranking rules or manual ranking, above the waterline as determined by the primary constraint or manually setting the waterline in the portfolio.
This page includes the following tabs:
You can select the PMO-Portfolio Investment Dashboard page from the settings properties page of the portfolio.
To select a dashboard view:
  1. Open Home, and from Portfolio Management, click Portfolios.
    The list page appears.
  2. Click a portfolio link.
    The portfolio properties page appears.
  3. Open the Properties menu and select Settings.
    The settings page appears.
  4. Click the Dashboard View drop-down menu and select the PMO-Portfolio Investment Dashboard view.
  5. Save your view.
    The selected dashboard view appears.
Scorecard
Use the portlets on the Scorecard tab to view alignment and schedule of investments in a bubble graph. The investment planned, actual, and remaining cost and role amounts are displayed on this tab.
The amounts that display in the portlets are portfolio amounts unless a plan is selected. If a plan is selected in the plan pull-down menu, then the amounts in the portlets are based on the portfolio plan. The role amounts display in hours or FTE determined by the Capacity Unit Type field on the portfolio properties.
For more information, see Create a Portfolio of Investments in Portfolio Management.
Follow these steps to access this page:
  1. Open Home, and from Portfolio Management, click Portfolios.
    The list page appears.
  2. Click a portfolio link.
    The portfolio properties page appears.
  3. Click the Scorecard tab.
The Scorecard tab consists of the following portlets:
 
The Scorecard tab contains portlets that show alignment and schedule of investments in a bubble graph.
 
Use the page-level filter to filter all portlets at once by 
above waterline
. By default, the amounts that are shown in the portlets represent investment amounts that are above the waterline within the portfolio. To view below the waterline amounts or all investment amounts in the portfolio, change the Above Waterline drop-down on the page-level filter.
Balance Portlet
The Balance portlet is a bubble graph that displays how the planned cost and risk of investments balance between their business alignment and finish dates. Each bubble on the graph represents an investment, and the size of the bubble is determined by the planned cost of the investment.
To view this portlet, open a portfolio and click the Scorecard tab.
 
The Balance portlet
 
The following list describes the portlet:
  •  
    Bubble Graph
    You can click a bubble to open the properties page of the investment. You can also mouse over a bubble in the graph to display details of each investment. The details include the name of the investment, start date, business alignment score, and planned cost. The graph legend indicates the color grouping of the bubbles by risk. Click a legend entry to exclude that group from the graph.
  •  
    X-axis and Y-axis
    Values for business alignment display on the Y-axis, with a background zone color on the graph. Values for investment finish dates display on the X-axis.
  •  
    Business Alignment
    Displays how well the investment aligns to the organization business goal. Investments appear on the graph somewhere between good and poor alignment. Investments with high alignment scores appear in the green zone of the graph, which is the upper third of the y-axis. Investments with low alignment scores appear in the red zone of the graph, which is the lower third of the y-axis.
    •  
      Zoned Background Color:
       
    • Green (68 through 100). The investment has good alignment with the business.
    • Yellow (34 through 67). The investment has average alignment with the business.
    • Red (0 through 33). The investment has poor alignment with the business.
  •  
    Risk
    Displays the risk score for an investment. The investment risk score determines the color of the bubble.
    •  
      Values: 
       
    • Green (0 through 33). The project is low risk.
    • Yellow (34 through 67).The project is medium risk.
    • Red (68 through 100). The project is high risk.
This portlet is based on the Portfolio Investment Provider. Fields included in the system provider are available to this portlet and may be added through the configure option.
Investment Cost and Role Demand Portlet
The Investment Cost and Role Demand portlet displays planned, actual, and remaining cost and role demand amounts for investments included in a portfolio. Use this portlet to view the list of investments that are above the waterline, their risk and how they align from a goal and a business alignment perspective. The portlet filters include: Investment Name, Investment ID, Manager, Goal, Investment Type, Above Waterline, Approved, and Active.
To view this portlet, open a portfolio and click the Scorecard tab. If the page is maximized to display only one portlet at a time, select 
Investment Cost and Role Demand
 from the maximized portlet drop-down.
 
The Investment Cost and Role Demand portlet
 
The following fields display on the portlet:
  •  
    Investment
    Displays the name of the investment. Click an investment name to view the portfolio investment properties for that investment. The portfolio investment properties page shows all attributes that are copied from the investment when the portfolio contents are synchronized. It gives visibility into the state of the investment at the point in time when it was last synchronized.
  •  
    Goal
    Displays the goal of the investment.
    Values: Cost Avoidance, Cost Reduction, Grow the Business, Infrastructure Improvement, or Maintain the Business.
  •  
    Stage
    Displays the stage in the investment lifecycle as a progress bar. The gray squares indicate completed stages and the current stage is a colored square with the color determined by the Business Alignment of the investment.
  •  
    Business Alignment
    Displays how well the investment aligns to the organization business goal. The higher the business alignment value is, the stronger the alignment.
    Stoplights:
    • Green (68 through 100). The investment has good alignment with the business.
    • Yellow (34 through 67). The investment has average alignment with the business.
    • Red (0 through 33). The investment has poor alignment with the business.
    • White. The alignment data is undefined.
  •  
    Risk
    Displays a stoplight based on the investment risk score. The investment risk score determines the color of the stoplight.
    Stoplights:
    • Green (0 through 33). The investment is low risk.
    • Yellow (34 through 67). The investment is medium risk.
    • Red (68 through 100). The investment is high risk.
  •  
    Planned Cost
    Displays the planned cost of the investment within the portfolio planning horizon.
  •  
    Actual Cost
    Displays the actual cost posted to the investment within the portfolio planning horizon.
  •  
    Remaining Cost
    Displays the difference between the planned cost and the actual cost.
  •  
    Role Demand
    Displays the role allocation demand from the investment team for roles included in the portfolio and other roles allocated to portfolio investments within the portfolio horizon.
  •  
    Role Actuals
    Displays the role actuals posted to the investment within the portfolio planning horizon.
  •  
    Role Remaining
    Displays the difference between the role demand and the role actuals.
The following aggregate amounts are provided for the portfolio at the bottom of the portlet:
  •  
    Investment Total
    Displays the total planned cost, actual cost, remaining cost, role demand, role actuals, and role remaining for investments within the portfolio horizon.
  •  
    Distributed Target
    Displays the distributed target total cost in the planned cost column and the distributed target overall role amounts in the role demand column.
  •  
    Variance
    Displays the difference between the distributed target and investment total values. A negative variance value indicates the investment totals exceed the portfolio distributed target amounts.
This portlet is based on the Portfolio Investment Provider. Fields included in the system provider are available to this portlet and may be added through the configure option.
Analysis
Use the portlets on the Analysis tab to see the planned cost, planned benefit, role demand, and planned NPV, grouped by goal, across investments in a portfolio.
The amounts that display in the portlets are portfolio amounts unless a plan is selected. If a plan is selected in the plan pull-down menu, then the amounts in the portlets are based on the portfolio plan. The role amounts display in hours or FTE determined by the Capacity Unit Type field on the portfolio properties.
For more information, see Create a Portfolio of Investments in Portfolio Management.
Follow these steps to access this page:
  1. Open Home, and from Portfolio Management, click Portfolios.
    The list page appears.
  2. Click a portfolio link.
    The portfolio properties page appears.
  3. Click the Analysis tab.
The Analysis tab consists of the following portlets:
You can also configure the page to display the Planned Cost by Waterline Portlet and the Role Demand By Waterline Portlet.
 
The Analysis tab contains portlets that show planned cost, planned benefit, role demand, and planned NPV, grouped by goal, across investments in a portfolio
 
Use the page-level filter to filter all portlets at once by above waterline. By default, the amounts shown in the portlets represent investment amounts that are above the waterline within the portfolio. To view below the waterline amounts or all investment amounts in the portfolio, change the Above Waterline drop-down on the page-level filter. The exception is the following two pie graphs, which are not filtered by the Above Waterline page-level filter: Planned Cost by Waterline and Role Demand by Waterline. These portlets are a comparison between above and below the waterline investments so the filter option to display only above or only below the waterline does not apply to them.
Planned Cost by Goal Portlet
The Planned Cost by Goal portlet is a pie graph showing the planned cost of investments in a portfolio, grouped by goal. Each pie slice reflects the percentage of the planned cost amount distributed by goal. Mouse over a pie slice to display the total planned cost amount for a goal. The portlet filters include: Investment Type, Above Waterline, Approved, and Active.
 
The Planned Cost by Goal portlet
 
To view this portlet, open a portfolio and click the Analysis tab.
This portlet is based on the Portfolio Investment Provider. Fields included in the system provider are available to this portlet and can be added through the configure option.
Planned Benefit by Goal Portlet
The Planned Benefit by Goal portlet is a pie graph showing the planned benefit of investments in a portfolio, grouped by goal. Each pie slice reflects the percentage of the planned benefit amount distributed by goal. Mouse over a pie slice to display the total planned benefit amount for a goal. The portlet filters include: Investment Type, Above Waterline, Approved, and Active.
 
The Planned Benefit by Goal portlet
 
To view this portlet, open a portfolio and click the Analysis tab.
This portlet is based on the Portfolio Investment Provider. Fields included in the system provider are available to this portlet and can be added through the configure option.
Role Demand by Goal Portlet
The Role Demand by Goal portlet is a pie graph showing the role demand of investments in a portfolio, grouped by goal. Each pie slice reflects the percentage of the role demand amount that is distributed by goal. Mouse over a pie slice to display the total role demand amount for a goal. The portlet filters include: Investment Type, Above Waterline, Approved, and Active.
 
The Role Demand by Goal portlet
 
To view this portlet, open a portfolio and click the Analysis tab.
This portlet is based on the Portfolio Investment Provider. Fields included in the system provider are available to this portlet and can be added through the configure option.
Planned NPV by Goal Portlet
The Planned NPV by Goal portlet is a column graph showing the planned NPV of investments in a portfolio,grouped by goal. Each column reflects the percentage of the planned NPV amount distributed by goal. Mouse over a column to display the total planned NPV amount for a goal. The portlet filters include: Investment Type, Above Waterline, Approved, and Active.
 
The Planned NPV by Goal portlet
 
To view this portlet, open a portfolio and click the Analysis tab.
This portlet is based on the Portfolio Investment Provider. Fields included in the system provider are available to this portlet and can be added through the configure option.
Planned Cost by Waterline Portlet
The Planned Cost by Waterline portlet is a pie graph showing the planned cost of investments above and below the waterline in a portfolio. The portlet filters include: Investment Type, Approved, and Active.
 
The Planned Cost by Waterline portlet
 
To view this portlet, open a portfolio and click the Analysis tab. Personalize the Analysis tab to include the Planned Cost by Waterline portlet. After adding the portlet to the tab content, make sure the Above Waterline filter attribute is mapped to the Above Waterline mapping field in the Page Filters tab.
This portlet is based on the Portfolio Investment Provider. Fields included in the system provider are available to this portlet and can be added through the configure option.
Role Demand by Waterline Portlet
The Role Demand by Waterline portlet is a pie graph showing the role demand of investments above and below the waterline in a portfolio. The portlet filters include: Investment Type, Approved, and Active.
 
The Role Demand by Waterline portlet
 
 
To view this portlet, open a portfolio and click the Analysis tab. Personalize the Analysis tab to include the Planned Cost by Waterline portlet. After adding the portlet to the tab content, make sure the Above Waterline filter attribute is mapped to the Above Waterline mapping field in the Page Filters tab.
This portlet is based on the Portfolio Investment Provider. Fields included in the system provider are available to this portlet and can be added through the configure option.
Capacity
Use the portlets on the Capacity tab to view the investment schedule and role capacity versus demand, across investments in a portfolio. The role demand of the portfolio investments is compared to the role target capacity for the portfolio or portfolio plan.
The amounts that display in the portlets are portfolio amounts unless a plan is selected. If a plan is selected in the plan pull-down, then the amounts in the portlets are based on the portfolio plan. The role amounts display in hours or FTE determined by the Capacity Unit Type field on the portfolio properties.
See Create a Portfolio of Investments for more information.
Follow these steps to access this page:
  1. Open Home, and from Portfolio Management, click Portfolios.
    The list page appears.
  2. Click a portfolio link.
    The portfolio properties page appears.
  3. Click the Capacity tab.
    The portfolio capacity tab appears.
The Capacity tab consists of the following portlets:
If you prefer to view the portlet as a histogram instead of numeric values, you can configure the page to display the Role Capacity and Demand Histogram portlet.
 
The Capacity tab contains portlets that show investment schedule and role capacity versus demand, across investments in a portfolio.
 
Use the page-level filter to filter all portlets at once by above waterline. By default, the amounts shown in the portlets represent investment amounts that are above the waterline within the portfolio. To view below the waterline amounts or all investment amounts in the portfolio, change the Above Waterline drop-down on the page-level filter.
Investment Schedule Portlet
The Investment Schedule portlet displays the schedule, planned cost, and role demand for investments in a portfolio. Use this portlet to view the list of portfolio investments and compare their schedules. The portlet filters include: Investment Name, Investment ID, Manager, Start, Investment Type, Above Waterline, Approved, and Active.
 
The Investment Schedule portlet
 
To view this portlet, open a portfolio and click the Capacity tab.
The following fields display on the portlet:
  •  
    Investment
    Displays the name of the investment. Click an investment name to view the portfolio investment properties for that investment. The portfolio investment properties page shows all attributes that are copied from the investment when the portfolio contents are synchronized. It gives visibility into the state of the investment at the point in time when it was synchronized.
  •  
    Investment Demand Icon
    Click this icon to open the Role Demand tab of the portfolio investment properties page. The Role Demand tab shows the team roles that are loaded from the investment into the portfolio when the portfolio contents are synchronized. It includes demand and posted actuals for the roles. Any roles that have not been included in the portfolio planning on the Targets tab, are included as part of the Other Roles category.
  •  
    Approved 
    Displays a check mark if the status of the investment is Approved.
  •  
    Start 
    Displays the start date of the investment.
  •  
    Finish
    Displays the finish date of the investment.
  •  
    Planned Cost
    Displays the planned cost of the investment within the portfolio planning horizon.
  •  
    Role Demand
    Displays the role allocation demand from the investment team for roles included in the portfolio and other roles allocated to portfolio investments within the portfolio horizon.
  •  
    Gantt Schedule
    Displays the investment schedule, based on the investment start date and finish date.
The following aggregates are provided for the investments at the bottom of the page:
  •  
    Investment Total
    Displays the total planned cost and role demand for investments within the portfolio horizon.
  •  
    Distributed Target
    Displays the distributed target total cost in the planned cost column and the distributed target overall role amount in the role demand column.
  •  
    Variance
    Displays the difference between the distributed target and investment total values. A negative variance value indicates the investment totals exceed the portfolio distributed target amounts.
This portlet is based on the Portfolio Investment Provider. Fields included in the system provider are available to this portlet and may be added through the configure option.
Role Capacity and Demand Portlet
The Role Capacity and Demand portlet displays distributed target capacity and role demand by month, and in total, for investments in a portfolio. This portlet lists portfolio roles from the Targets tab and unplanned roles, referred to as Other Roles, which are allocated to portfolio investments but not included in targets. The portlet filters include: Role (multi-select), Above Waterline, and Exclude Other Roles. The Exclude Other Roles filter option can be used to remove Other Roles from displaying in the list.
To view this portlet, open a portfolio and click the Capacity tab.
 
The Role Capacity and Demand portlet
 
The following fields display on the portlet:
  •  
    Role
    Displays the roles included in the portfolio and other roles allocated to portfolio investments.
  •  
    Distributed Target Capacity
    Displays the distributed target capacity of each role included in the portfolio and other roles allocated to portfolio investments within the portfolio horizon.
  •  
    Role Demand
    Displays the role demand of each role included in the portfolio and other roles allocated to portfolio investments within the portfolio horizon.
  •  
    Distributed Target Remaining
    Displays the difference between the distributed target capacity and the role demand amounts.
  •  
    Capacity (by Month)
    Displays the distributed target capacity by month of each role included in the portfolio and other roles allocated to portfolio investments.
  •  
    Demand (by Month)
    Displays the demand by month of each role included in the portfolio and other roles allocated to portfolio investments.
  •  
    Remaining (by Month)
    Displays the difference between monthly capacity and demand amounts. A negative variance value indicates that the demand exceeds the capacity.
The following aggregate amounts appear at the bottom of the portlet:
  •  
    Capacity 
    Displays the sum of distributed target capacity, in total and by month, for the roles included in the portfolio and other roles allocated to portfolio investments.
  •  
    Demand 
    Displays the sum of role demand, in total and by month, for the roles included in the portfolio and other roles allocated to portfolio investments.
  •  
    Remaining
    Displays the difference between capacity and demand amounts, in total and by month. A negative variance value indicates that the demand exceeds the capacity.
This portlet is based on the Portfolio Role Capacity and Demand provider. Fields included in the system provider are available to this portlet and may be added through the configure option.
If you prefer to view the portlet as a histogram instead of numeric values, you can configure the page to display the Role Capacity and Demand Histogram portlet.
Role Capacity and Demand Histogram Portlet
The Role Capacity and Demand Histogram portlet displays a histogram of distributed target capacity and role demand by month, and in total, for investments in a portfolio. This portlet lists portfolio roles from the Targets tab and unplanned roles, referred to as Other Roles, which are allocated to portfolio investments but not included in targets. The portlet filters include: Role (multi-select), Above Waterline, and Exclude Other Roles. The Exclude Other Roles filter option can be used to remove Other Roles from displaying in the list.
 
The Role Capacity and Demand Histogram portlet
 
The histogram displays the demand of each role in a portfolio and the distributed target capacity threshold on a monthly basis. The yellow columns represent the demand for a role included in the portfolio or other roles allocated to portfolio investments. The red columns represent the amount that exceeds the distributed target capacity threshold.
To view this portlet, open a portfolio and click the Capacity tab. Personalize the Capacity tab to include the Role Capacity and Demand Histogram portlet. After adding the portlet to the tab content, make sure the Above Waterline filter attribute is mapped to the Above Waterline mapping field in the Page Filters tab.
The portlet displays the following fields:
  •  
    Role
    Displays the roles included in the portfolio and other roles allocated to portfolio investments.
  •  
    Distributed Target Capacity
    Displays the distributed target capacity of each role included in the portfolio and other roles allocated to portfolio investments within the portfolio horizon.
  •  
    Role Demand
    Displays the role demand of each role included in the portfolio and other roles allocated to portfolio investments within the portfolio horizon.
  •  
    Distributed Target Remaining
    Displays the difference between the distributed target capacity and the role demand amounts.
  •  
    Capacity and Demand (by Month)
    Displays the distributed target capacity and demand histogram by month for each role included in the portfolio and other roles allocated to portfolio investments.
The following aggregate amounts appear at the bottom of the portlet:
  •  
    Capacity 
    Displays the sum of distributed target capacity, in total and by month, for the roles included in the portfolio and other roles allocated to portfolio investments.
  •  
    Demand 
    Displays the sum of role demand, in total and by month, for the roles included in the portfolio and other roles allocated to portfolio investments.
  • Remaining
    Displays the difference between capacity and demand amounts, in total and by month. A negative variance value indicates that the demand exceeds the capacity.
This portlet is based on the Portfolio Role Capacity and Demand provider. Fields included in the system provider are available to this portlet and may be added through the configure option.
Financials
Use the portlets on the Financials tab to perform financial planning by period, analyze capital and operational costs, review budget versus forecast, and view financial metrics for investments in a portfolio.
The amounts that display in the portlets are portfolio amounts unless a plan is selected. If a plan is selected in the plan pull-down, then the amounts in the portlets are based on the portfolio plan. The role amounts display in hours or FTE determined by the Capacity Unit Type field on the portfolio properties.
See Create a Portfolio of Investments for more information.
To view data in the portlets, that display capital and operating amounts, you must enter capital and operating costs in your portfolio and portfolio investments. If using cost plans, you must verify that the cost plans are grouped by the cost type attribute. For more information about how to set up cost types, see 
Financial Management
.
Follow these steps to access the page:
  1. Open Home, and from Portfolio Management, click Portfolios.
    The list page appears.
  2. Click a portfolio link.
    The portfolio properties page appears.
  3. Click the Financials tab.
    The portfolio financials tab appears.
This Financials tab includes the following portlets:
Use the page-level filter to filter all portlets at once by above waterline. By default, the amounts shown in the portlets represent investment amounts that are above the waterline within the portfolio. To view below the waterline amounts or all investment amounts in the portfolio, change the Above Waterline drop-down on the page-level filter.
 
The Financials tab contains portlets that display financial metrics for investments in a portfolio.
 
Investment Planning by Period Portlet
The Investment Planning by Period portlet is for editing the planned capital cost, planned operating cost, and planned benefit amounts by period for investments in a portfolio. Use this portlet to change planned cost, planned benefit, and role demand amounts in portfolio plans. The portlet filters include: Investment Name, Investment ID, Manager, Investment Type, Above Waterline, Approved, and Active.
To view this portlet, open the portfolio and click the Financials tab. If the page is maximized to display only one portlet at a time, select Investment Planning by Period from the portlet drop-down.
 
The Investment Planning by Period portlet
 
The following fields display on the portlet:
  •  
    Investment
    Displays the name of the investment. Click an investment name to view the portfolio investment properties for that investment. The portfolio investment properties page shows all attributes that are copied from the investment when the portfolio contents are synchronized. It gives visibility into the state of the investment at the point in time when it was synchronized.
  •  
    Investment Demand Icon
    Click this icon to open the Role Demand tab of the portfolio investment properties page. If you select a plan, the demand amounts by period are editable on this tab. The Role Demand tab shows the team roles that are loaded from the investment into the portfolio when the portfolio contents are synchronized. It includes demand and posted actuals for the roles. Any roles that have not been included in the portfolio planning, are included as part of the Other Roles category.
  •  
    Role Demand
    Displays the role allocation demand from the investment team for roles included in the portfolio and other roles allocated to the investment within the portfolio horizon.
  •  
    Planned Cost
    Displays the planned cost of the investment within the portfolio planning horizon.
  •  
    Planned Capital Cost
    Displays the planned capital cost of the investment within the portfolio planning horizon.
  •  
    Planned Operating Cost
    Displays the planned operating cost of the investment within the portfolio planning horizon.
  •  
    Planned Benefit
    Displays the planned benefit of the investment within the portfolio planning horizon.
  •  
    Role Demand (by Period)
    Displays the total role demand by period for the roles included in the portfolio and other roles allocated to the investment, including values outside the portfolio planning horizon.
  •  
    Total Cost (by Period)
    Displays the total planned cost by period of the investment, including values outside the portfolio planning horizon.
  •  
    Capital Cost (by Period)
    Displays the total planned capital cost by period of the investment, including values outside the portfolio planning horizon.
  •  
    Operating Cost (by Period)
    Displays the total planned operating cost by period of the investment, including values outside the portfolio planning horizon.
  •  
    Benefit (by Period)
    Displays the total planned benefit by period of the investment, including values outside the portfolio planning horizon.
The following aggregate amounts are provided for the portfolio at the bottom of the portlet:
  •  
    Role Demand
    Displays the sum of role demand, in total and by period, for the roles included in the portfolio and other roles allocated to the portfolio investments.
  •  
    Total Cost
    Displays the sum of planned cost, in total and by period for the portfolio investments.
  •  
    Capital Cost
    Displays the sum of planned capital cost, in total and by period, for the portfolio investments.
  •  
    Operating Cost
    Displays the sum of planned operating cost, in total and by period, for the portfolio investments.
  •  
    Benefit
    Displays the total planned benefit and the total benefit by period for the portfolio investments.
This portlet is based on the Portfolio Investment Financial Performance provider. Fields included in the system provider are available to this portlet and may be added through the configure option.
Investment Cost by Period Portlet
The Investment Cost by Period portlet displays planned, actual, remaining, and forecast costs for investments in a portfolio. The amounts are displayed in total and by period. The portlet filters include: Investment Name, Investment ID, Manager, Forecast As Of Date, Investment Type, Above Waterline, Approved, and Active. The Forecast As of Date filter in the portlet is used to calculate Actual and Forecast Remaining amounts. It is also used to calculate amounts that reference Actual and Forecast Remaining amounts in their calculations.
To view this portlet, open the portfolio and click the Financials tab. If the page is maximized to display only one portlet at a time, select Investment Planning by Period from the portlet drop-down.
 
The Investment Cost by Period portlet
 
The following fields display on the portlet:
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    Investment
    Displays the name of the investment. Click an investment name to view the portfolio investment properties for that investment. The portfolio investment properties page shows all attributes that are copied from the investment when the portfolio contents are synchronized. It gives visibility into the state of the investment at the point in time when it was synchronized.
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    Planned Cost
    Displays the planned cost of the investment within the portfolio planning horizon.
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    Actual Cost
    Displays the actual cost posted to the investment within the portfolio planning horizon. If a date is entered in the Forecast As Of Date filter, then the actual cost includes only posted transactions that have a transaction date on or before the Forecast As Of Date.
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    Remaining Cost
    Displays the difference between the planned cost and the actual cost.
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    Forecast Cost
    Displays the forecast cost of the investment within the portfolio planning horizon. The forecast cost is the sum of actual cost and forecast cost remaining. If a date is entered in the Forecast As Of Date filter, then the actual cost includes only posted transactions that have a transaction date on or before the Forecast As Of Date. The forecast cost remaining includes only planned cost amounts for dates after the Forecast As Of Date. In summary, forecast cost is actual cost plus forecast cost remaining where actual cost includes amounts thru the Forecast As Of Date and forecast cost remaining includes amounts after the Forecast As Of Date.
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    Planned (by Period)
    Displays the planned cost by period of the investment, including values outside the portfolio planning horizon.
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    Actual (by Period)
    Displays the actual cost by period of the investment, including values outside the portfolio planning horizon. If a date is entered in the Forecast As Of Date filter, then the actual cost includes only posted transactions that have a transaction date on or before the Forecast As Of Date.
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    Remaining (by Period)
    Displays the difference between the planned cost and the actual cost by period.
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    Forecast (by Period)
    Displays the forecast cost by period of the investment, including values outside the portfolio planning horizon. The forecast cost is the sum of actual cost and forecast cost remaining. If a date is entered in the Forecast As Of Date filter, then the actual cost includes only posted transactions that have a transaction date on or before the Forecast As Of Date. The forecast cost remaining includes only planned cost amounts for dates after the Forecast As Of Date. In summary, forecast cost is actual cost plus forecast cost remaining where actual cost includes amounts thru the Forecast As Of Date and forecast cost remaining includes amounts after the Forecast As Of Date.
The following aggregate amounts are provided for the portfolio at the bottom of the portlet:
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    Planned
    Displays the sum of planned cost in total and by period, for the portfolio investments.
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    Actual 
    Displays the sum of actual cost, in total and by period, for the portfolio investments.
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    Remaining
    Displays the difference between planned cost and actual cost . A negative variance value indicates the actual cost exceeds the planned cost.
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    Forecast
    Displays the sum of forecast cost, in total and by period, for the portfolio investments.
This portlet is based on the Portfolio Investment Financial Performance provider. Fields included in the system provider are available to this portlet and may be added through the configure option.
Investment Financial Summary Portlet
The Investment Financial Summary portlet displays financial amounts and metrics, including NPV and ROI, for investments in a portfolio. The portlet filters include: Investment Name, Investment ID, Manager, Investment Type, Above Waterline, Approved, and Active.
To view this portlet, open the portfolio and click the Financials tab. If the page is maximized to display only one portlet at a time, select Investment Financial Summary from the portlet drop-down.
 
The Investment Financial Summary portlet
 
The following fields display on the portlet:
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    Investment
    Displays the name of the investment. Click an investment name to view the portfolio investment properties for that investment. The portfolio investment properties page shows all attributes that are copied from the investment when the portfolio contents are synchronized. It gives visibility into the state of the investment at the point in time when it was synchronized.
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    Planned Benefit
    Displays the planned benefit of the investment within the portfolio planning horizon.
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    Planned Cost
    Displays the planned cost of the investment within the portfolio planning horizon.
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    Actual Cost
    Displays the actual cost posted to the investment within the portfolio planning horizon.
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    Remaining Cost
    Displays the difference between the planned cost and the actual cost.
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    Planned NPV
    Displays the net present value of the investment by calculating the total cost of capital and a series of future payments and income.
    Source
    : Portfolio Investment Properties
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    Planned ROI
    Displays the ratio of money gained or lost on this investment relative to the amount of money invested.
    Source
    : Portfolio Investment Properties
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    Planned IRR
    Displays the Internal Rate of Return or the discount rate used to achieve zero NPV for an investment.
    Source
    : Portfolio Investment Properties
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    Planned MIRR
    Displays the Modified Internal Rate of Return or the rate used to measure the attractiveness of the investment.
    Source
    : Portfolio Investment Properties
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    Planned Payback (Months)
    Displays the number of periods (in months) needed for the sum of the expected cash flows to equal the initial cash outlay for the investment.
    Source
    : Portfolio Investment Properties
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    Planned Breakeven
    Displays the date when the expected cash flow equals the cash outlay for the investment. The breakeven date matches with the payback period.
    Source
    : Portfolio Investment Properties
The following aggregate amounts are provided for the portfolio at the bottom of the portlet:
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    Investment Total
    Displays the total planned benefit, planned cost, actual cost, remaining cost, and planned NPV for investments within the portfolio horizon.
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    Distributed Target
    Displays the distributed target benefit in the planned benefit column and the distributed target total cost in the planned cost column.
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    Variance
    Displays the difference between the distributed target and investment total values. A negative variance value indicates the investment totals exceed the portfolio distributed target amounts.
This portlet is based on the Portfolio Investment Financial Performance provider. Fields included in the system provider are available to this portlet and may be added through the configure option.
Capital and Operating Cost Summary Portlet
The Capital and Operating Cost Summary portlet displays planned and actual cost amounts in total and separated into capital and operating. The amounts are displayed as horizon amounts within the portfolio start and finish dates and total amounts, independent of the portfolio start and finish dates. The portlet filters include: Investment Name, Investment ID, Manager, Investment Type, Above Waterline, Approved, and Active.
To view this portlet, open the portfolio and click the Financials tab. If the page is maximized to display only one portlet at a time, select Capital and Operating Cost Summary from the portlet drop-down.
 
The Capital and Operating Cost Summary portlet
 
The following fields display on the portlet:
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    Investment
    Displays the name of the investment. Click an investment name to view the portfolio investment properties for that investment. The portfolio investment properties page shows all attributes that are copied from the investment when the portfolio contents are synchronized. It gives visibility into the state of the investment at the point in time when it was synchronized.
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    Planned
    Displays the planned cost of the investment within the portfolio planning horizon.
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    Planned (Total)
    Displays the planned cost of the investment including values outside the portfolio planning horizon.
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    Actual
    Displays the actual cost posted to the investment within the portfolio planning horizon.
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    Actual (Total)
    Displays the actual cost posted to the investment including values outside the portfolio planning horizon.
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    Capital Planned
    Displays the planned capital cost of the investment within the portfolio planning horizon.
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    Capital Planned (Total)
    Displays the planned capital cost of the investment including values outside the portfolio planning horizon.
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    Capital Actual
    Displays the actual capital cost posted to the investment within the portfolio planning horizon.
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    Capital Actual (Total)
    Displays the actual capital cost posted to the investment including values outside the portfolio planning horizon.
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    Operating Planned
    Displays the planned operating cost of the investment within the portfolio planning horizon.
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    Operating Planned (Total)
    Displays the planned operating cost of the investment including values outside the portfolio planning horizon.
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    Operating Actual
    Displays the actual operating cost posted to the investment within the portfolio planning horizon.
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    Operating Actual (Total)
    Displays the actual operating cost posted to the investment including values outside the portfolio planning horizon.
The following aggregate amounts are provided for the portfolio at the bottom of the portlet:
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    Investment Total
    Displays the total planned cost, planned (total), actual cost, actual (total), capital planned, capital planned (total), capital actual, capital actual (total), operating planned, operating planned (total), operating actual, and operating actual (total) for investments in the portfolio.
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    Distributed Target
    Displays the distributed target total cost, distributed target total cost (total), distributed target capital cost, distributed target capital cost (total), distributed target operating cost, and distributed target operating cost (total).
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    Variance
    Displays the difference between the distributed target and investment total values. A negative variance value indicates the investment totals exceed the portfolio distributed target amounts.
This portlet is based on the Portfolio Investment Financial Performance provider. Fields included in the system provider are available to this portlet and may be added through the configure option.
Capital and Operating Budget vs. Forecast Portlet
The Capital and Operating Budget vs. Forecast portlet displays budget, actual, forecast, and variance cost amounts for investments in a portfolio. The amounts are in total and separated into capital and operating. Use this portlet to compare budget to forecast capital and operating costs of the portfolio investments. The portlet filters include: Investment Name, Investment ID, Manager, Forecast As Of Date, Investment Type, Above Waterline, Approved, and Active.
To view this portlet, open the portfolio and click the Financials tab. If the page is maximized to display only one portlet at a time, select Capital and Operating Budget vs. Forecast from the portlet drop-down.
 
The Capital and Operating Budget vs. Forecast portlet
 
The following fields display on the portlet:
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    Investment
    Displays the name of the investment. Click an investment name to view the portfolio investment properties for that investment. The portfolio investment properties page shows all attributes that are copied from the investment when the portfolio contents are synchronized. It gives visibility into the state of the investment at the point in time when it was synchronized.
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    Budgeted Cost
    Displays the budgeted cost for the current approved budget, or financial summary amount, which is the total of the Budgeted Capital and Operating cost amounts within the portfolio planning horizon.
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    Budgeted Capital Cost
    Displays the budgeted capital cost for the current approved budget, or financial summary amount, within the portfolio planning horizon.
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    Budgeted Operating Cost
    Displays the budgeted operating cost for the current approved budget, or financial summary amount, within the portfolio planning horizon.
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    Actual Cost
    Displays the actual cost posted to the investment within the portfolio planning horizon. If a date is entered in the Forecast As Of Date filter, then the actual cost includes only posted transactions that have a transaction date on or before the Forecast As Of Date.
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    Actual Capital Cost
    Displays the actual capital cost posted to the investment within the portfolio planning horizon. If a date is entered in the Forecast As Of Date filter, then the actual capital cost includes only posted transactions that have a transaction date on or before the Forecast As Of Date.
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    Actual Operating Cost
    Displays the actual operating cost posted to the investment within the portfolio planning horizon. If a date is entered in the Forecast As Of Date filter, then the actual operating cost includes only posted transactions that have a transaction date on or before the Forecast As Of Date.
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    Forecast Cost
    Displays the forecast cost of the investment within the portfolio planning horizon. The forecast cost is the sum of actual cost and forecast cost remaining. If a date is entered in the Forecast As Of Date filter, then the actual cost includes only posted transactions that have a transaction date on or before the Forecast As Of Date. The forecast cost remaining includes only planned cost amounts for dates after the Forecast As Of Date. In summary, forecast cost is actual cost plus forecast cost remaining where actual cost includes amounts thru the Forecast As Of Date and forecast cost remaining includes amounts after the Forecast As Of Date.
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    Forecast Capital Cost
    Displays the forecast capital cost of the investment within the portfolio planning horizon. The forecast capital cost is the sum of actual capital cost and forecast capital cost remaining. If a date is entered in the Forecast As Of Date filter, then the actual capital cost includes only posted transactions that have a transaction date on or before the Forecast As Of Date. The forecast capital cost remaining includes only planned capital cost amounts for dates after the Forecast As Of Date. In summary, forecast capital cost is actual capital cost plus forecast capital cost remaining where actual capital cost includes amounts thru the Forecast As Of Date and forecast capital cost remaining includes amounts after the Forecast As Of Date.
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    Forecast Operating Cost
    Displays the forecast operating cost of the investment within the portfolio planning horizon. The forecast operating cost is the sum of actual operating cost and forecast operating cost remaining. If a date is entered in the Forecast As Of Date filter, then the actual operating cost includes only posted transactions that have a transaction date on or before the Forecast As Of Date. The forecast operating cost remaining includes only planned operating cost amounts for dates after the Forecast As Of Date. In summary, forecast operating cost is actual operating cost plus forecast operating cost remaining where actual operating cost includes amounts thru the Forecast As Of Date and forecast operating cost remaining includes amounts after the Forecast As Of Date.
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    Budget to Forecast Cost Variance
    Displays the difference between the Budgeted Cost and Forecast Cost amounts. A negative variance value indicates that the forecast cost exceeds the budget cost.
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    Budget to Forecast Capital Cost Variance
    Displays the difference between the Budgeted Capital Cost and Forecast Capital Cost amounts. A negative variance value indicates that the capital forecast cost exceeds the budgeted capital cost.
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    Budget to Forecast Operating Cost Variance
    Displays the difference between the Budgeted Operating Cost and Forecast Operating Cost amounts. A negative variance value indicates that the forecast operating cost exceeds the budgeted operating cost.
The following aggregate amounts are provided for the portfolio at the bottom of the portlet:
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    Total
    Displays the total budgeted cost, budgeted capital cost, budgeted operating cost, actual cost, actual capital cost, actual operating cost, forecast cost, forecast capital cost, forecast operating cost, budget to forecast cost variance, budget to forecast capital cost variance, and budget to forecast operating cost variance amounts for investments within the portfolio horizon.
This portlet is based on the Portfolio Investment Financial Performance provider. Fields included in the system provider are available to this portlet and may be added through the configure option.