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 following fields appear on this portlet:
Displays the portfolio name. Click a portfolio name to go to the portfolio properties page.
Click this icon to open the portfolio targets page.
Click this icon to open the portfolio waterlines page.
Displays a stoplight based on the portfolio overall health score. The portfolio overall health score determines the color of the stoplight.
Stoplights:
Displays a stoplight based on the portfolio risk. The portfolio risk determines the color of the stoplight.
Stoplights:
Displays the target total cost of the portfolio.
Displays the distributed target total cost of the portfolio.
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.
Displays the planned cost of the portfolio investments within the portfolio planning horizon.
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.
Displays the target benefits of the portfolio.
Displays the distributed target benefits of the portfolio.
Displays the difference between the target benefits and distributed target benefit values. A negative variance indicates the distributed target benefits exceed the target benefits.
Displays the planned benefits of the portfolio investments within the portfolio planning horizon.
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 available to this portlet and may be added through the configure option. For more information, see the Basics User Guide.
|
Copyright © 2014 CA Technologies.
All rights reserved.
|
|