Use the portlets on the Analysis tab to see the planned cost, planned benefit, role demand, and planned NPV, grouped by goal, across investments in a portfolio.
The amounts that display in the portlets are portfolio amounts unless a plan is selected. If a plan is selected in the plan pull-down menu, then the amounts in the portlets are based on the portfolio plan. The role amounts display in hours or FTE determined by the Capacity Unit Type field on the portfolio properties.
See "How to Create a Portfolio of Investments" in the Portfolio Management Scenarios Guide for more information.
Follow these steps to access this page:
The list page appears.
The portfolio properties page appears.
The Analysis tab consists of the following portlets:
You can also configure the page to display the Planned Cost by Waterline Portlet and the Role Demand By Waterline Portlet.
Use the page-level filter to filter all portlets at once by above waterline. By default, the amounts shown in the portlets represent investment amounts that are above the waterline within the portfolio. To view below the waterline amounts or all investment amounts in the portfolio, change the Above Waterline drop-down on the page-level filter. The exception is the following two pie graphs, which are not filtered by the Above Waterline page-level filter: Planned Cost by Waterline and Role Demand by Waterline. These portlets are a comparison between above and below the waterline investments so the filter option to display only above or only below the waterline does not apply to them.
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