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.
See the How to Create a Portfolio of Investments scenario for more information.
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.
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