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. For more information, see the Basics User Guide.
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