The Portfolio Capital and Operating Cost Analysis portlet displays total, capital, and operating cost amounts for each portfolio. The cost amounts include target, planned, and actual cost. The portlet also displays variance amounts, comparing target to planned cost amounts. 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 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 the start date of the portfolio planning horizon. If the Portfolio Plan Type filter is set to Portfolio, then this is the portfolio start date. If the Portfolio Plan Type filter is set to Plan of Record, then this is the plan start date for the portfolio plan designated as the plan of record.
Displays the finish date of the portfolio planning horizon. If the Portfolio Plan Type filter is set to Portfolio, then this is the portfolio finish date. If the Portfolio Plan Type filter is set to Plan of Record, then this is the plan finish date for the portfolio plan designated as the plan of record.
Displays the target total cost of the portfolio.
Displays the planned cost of the portfolio investments within the portfolio planning horizon.
Displays the actual cost posted to the portfolio investments within the portfolio planning horizon.
Displays the difference between the target cost and planned cost values. A negative variance value indicates the portfolio investment planned cost exceeds the target cost amounts.
Displays the target capital cost of the portfolio.
Displays the planned capital cost of the portfolio investments within the portfolio planning horizon.
Displays the actual capital cost posted to the portfolio investments within the portfolio planning horizon.
Displays the difference between the target capital cost and planned capital cost values. A negative variance value indicates the portfolio investment planned capital cost exceeds the target capital cost amount.
Displays the overall target operating cost of the portfolio.
Displays the planned operating cost of the portfolio investments within the portfolio planning horizon.
Displays the actual operating cost posted to the portfolio investments within the portfolio planning horizon.
Displays the difference between the target operating cost and planned operating cost values. A negative variance value indicates the portfolio investment planned operating cost exceeds the target operating cost amount.
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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