The Portfolio Planned NPV by Goal portlet displays a column graph showing the planned NPV, grouped by goal, for portfolio investments across portfolios. The portlet filters include: Portfolio (multi-select), Portfolio Plan Type, Above Waterline, and Portfolio 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 its investment amounts to be included in the portlet if you select this filter option.
This portlet displays aggregated investment amounts across portfolios, based on the filter criteria entered. If you have the same investments included in more than one portfolio and you include both portfolios in your filter criteria, then the portlet will double count the investment amounts. The chart grouping feature does not account for double counting in aggregated value calculation; you must set up your portfolios and utilize portlet filtering to ensure you are not double counting numbers.
To access this portlet, open Home, and from Portfolio Management, select Portfolio Dashboard and click the Goal Analysis tab.
The values on the Y-axis display the planned NPV amounts by goal. Mouse over a column to display the planned NPV amount for a goal.
This portlet is based on the Portfolio Investment 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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