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Planned NPV by Goal Portlet

The Planned NPV by Goal portlet is a column graph showing the planned NPV of investments in a portfolio, grouped by goal. Each column reflects the percentage of the planned NPV amount distributed by goal. Mouse over a column to display the total planned NPV 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.