Use the portlets on the Goal Analysis tab to see aggregated investment amounts across portfolios. The aggregated amounts include the count, planned cost, role demand, and planned NPV of portfolio investments, grouped by goal.
To access this page, open Home, and from Portfolio Management, select Portfolio Dashboard and click the Goal Analysis tab.
The planned cost, role demand, and NPV amounts in the portlets are the aggregated investment amounts in the portfolios, based on the filter criteria entered. The role demand 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 Goal Analysis 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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