The Investment Schedule portlet displays the schedule, planned cost, and role demand for investments in a portfolio. Use this portlet to view the list of portfolio investments and compare their schedules. The portlet filters include: Investment Name, Investment ID, Manager, Start, Investment Type, Above Waterline, Approved, and Active.
To view this portlet, open a portfolio and click the Capacity tab.
The following fields display on the portlet:
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 synchronized.
Click this icon to open the Role Demand tab of the portfolio investment properties page. The Role Demand tab shows the team roles that are loaded from the investment into the portfolio when the portfolio contents are synchronized. It includes demand and posted actuals for the roles. Any roles that have not been included in the portfolio planning on the Targets tab, are included as part of the Other Roles category.
Displays a check mark if the status of the investment is Approved.
Displays the start date of the investment.
Displays the finish date of the investment.
Displays the planned cost of the investment within the portfolio planning horizon.
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.
Displays the investment schedule, based on the investment start date and finish date.
The following aggregates are provided for the investments at the bottom of the page:
Displays the total planned cost and role demand for investments within the portfolio horizon.
Displays the distributed target total cost in the planned cost column and the distributed target overall role amount in the role demand column.
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.
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