The Investment Timesheet Summary portlet displays pending and posted actuals by investment. Use this portlet to compare pending actuals to actuals posted through timesheets.
To access this portlet, open Home, and from Resource Management, select Timesheet Overview.
Important! This portlet references timesheet data and may result in many rows of data being displayed in the portlet if filters are not applied. You should implement required filters in this portlet so that only reasonable amounts of timesheet data are displayed. If you do not do this, then you may experience performance issues.
The following fields appear on this portlet:
Displays the investment name. Only investments with existing timesheet entries appear on this portlet. Click an investment name link to go to the investment properties.
Displays the investment manager name.
Displays the pending actuals amount for the investment.
Displays the posted actuals amount for the investment.
Displays the total including the pending and posted actuals.
Displays a side arrow icon. Click the icon to drill down to more detailed information about timesheets on the Timesheet Details page.
The Timesheet Details page includes the following:
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