The Investment Planning by Period portlet is for editing the planned capital cost, planned operating cost, and planned benefit amounts by period for investments in a portfolio. Use this portlet to change planned cost, planned benefit, and role demand amounts in portfolio plans. The portlet filters include: Investment Name, Investment ID, Manager, Investment Type, Above Waterline, Approved, and Active.
To view this portlet, open the portfolio and click the Financials tab. If the page is maximized to display only one portlet at a time, select Investment Planning by Period from the portlet drop-down.
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. If you select a plan, the demand amounts by period are editable on this tab. 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, are included as part of the Other Roles category.
Displays the role allocation demand from the investment team for roles included in the portfolio and other roles allocated to the investment within the portfolio horizon.
Displays the planned cost of the investment within the portfolio planning horizon.
Displays the planned capital cost of the investment within the portfolio planning horizon.
Displays the planned operating cost of the investment within the portfolio planning horizon.
Displays the planned benefit of the investment within the portfolio planning horizon.
Displays the total role demand by period for the roles included in the portfolio and other roles allocated to the investment, including values outside the portfolio planning horizon.
Displays the total planned cost by period of the investment, including values outside the portfolio planning horizon.
Displays the total planned capital cost by period of the investment, including values outside the portfolio planning horizon.
Displays the total planned operating cost by period of the investment, including values outside the portfolio planning horizon.
Displays the total planned benefit by period of the investment, including values outside the portfolio planning horizon.
The following aggregate amounts are provided for the portfolio at the bottom of the portlet:
Displays the sum of role demand, in total and by period, for the roles included in the portfolio and other roles allocated to the portfolio investments.
Displays the sum of planned cost, in total and by period for the portfolio investments.
Displays the sum of planned capital cost, in total and by period, for the portfolio investments.
Displays the sum of planned operating cost, in total and by period, for the portfolio investments.
Displays the total planned benefit and the total benefit by period for the portfolio investments.
This portlet is based on the Portfolio Investment Financial Performance 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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