The Planned Cost by Goal portlet is a pie graph showing the planned cost of investments in a portfolio, grouped by goal. Each pie slice reflects the percentage of the planned cost amount distributed by goal. Mouse over a pie slice to display the total planned cost amount for a goal. The portlet filters include: Investment Type, Above Waterline, Approved, and Active.
To view this portlet, open a portfolio and click the Analysis tab.
This portlet is based on the Portfolio Investment Provider. Fields included in the system provider are available to this portlet and can be added through the configure option. For more information, see the Basics User Guide.
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