The Portfolio Capital and Operating Costs portlet displays an area graph showing the planned total, capital, and operating cost of each portfolio. Use this portlet to gain visibility into the portion of planned cost that is capital and operating for investments in the portfolio. 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 and click the Capital and Operating tab.
The values on the Y-axis display the investment planned total cost, planned capital cost and planned operating cost amounts. Click one of the points in the area graph to open the portfolio waterlines page. Click a legend label to hide areas in the graph.
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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