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 the How to Create a Portfolio of Investments scenario 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.
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