Portfolio Pages and Portlets › PMO Portfolio Investment Dashboard › Scorecard › Investment Cost and Role Demand Portlet

Investment Cost and Role Demand Portlet

The Investment Cost and Role Demand portlet displays planned, actual, and remaining cost and role demand amounts for investments included in a portfolio. Use this portlet to view the list of investments that are above the waterline, their risk and how they align from a goal and a business alignment perspective. The portlet filters include: Investment Name, Investment ID, Manager, Goal, Investment Type, Above Waterline, Approved, and Active.

To view this portlet, open a portfolio and click the Scorecard tab. If the page is maximized to display only one portlet at a time, select Investment Cost and Role Demand from the maximized portlet drop-down.

The following fields display on the portlet:

Investment

Displays the name of the investment. Click an investment name to view the portfolio investment properties for that investment. The portfolio investment properties page shows all attributes that are copied from the investment when the portfolio contents are synchronized. It gives visibility into the state of the investment at the point in time when it was last synchronized.

Goal

Displays the goal of the investment.

Values: Cost Avoidance, Cost Reduction, Grow the Business, Infrastructure Improvement, or Maintain the Business.

Stage

Displays the stage in the investment lifecycle as a progress bar. The gray squares indicate completed stages and the current stage is a colored square with the color determined by the Business Alignment of the investment.

Business Alignment

Displays how well the investment aligns to the organization business goal. The higher the business alignment value is, the stronger the alignment.

Stoplights:

• Green (68 through 100). The investment has good alignment with the business.
• Yellow (34 through 67). The investment has average alignment with the business.
• Red (0 through 33). The investment has poor alignment with the business.
• White. The alignment data is undefined.

Risk

Displays a stoplight based on the investment risk score. The investment risk score determines the color of the stoplight.

Stoplights:

• Green (0 through 33). The investment is low risk.
• Yellow (34 through 67). The investment is medium risk.
• Red (68 through 100). The investment is high risk.

Planned Cost

Displays the planned cost of the investment within the portfolio planning horizon.

Actual Cost

Displays the actual cost posted to the investment within the portfolio planning horizon.

Remaining Cost

Displays the difference between the planned cost and the actual cost.

Role Demand

Displays the role allocation demand from the investment team for roles included in the portfolio and other roles allocated to portfolio investments within the portfolio horizon.

Role Actuals

Displays the role actuals posted to the investment within the portfolio planning horizon.

Role Remaining

Displays the difference between the role demand and the role actuals.

The following aggregate amounts are provided for the portfolio at the bottom of the portlet:

Investment Total

Displays the total planned cost, actual cost, remaining cost, role demand, role actuals, and role remaining for investments within the portfolio horizon.

Distributed Target

Displays the distributed target total cost in the planned cost column and the distributed target overall role amounts in the role demand column.

Variance

Displays the difference between the distributed target and investment total values. A negative variance value indicates the investment totals exceed the portfolio distributed target amounts.

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.