You can view your project's financial rollup on the Project: Hierarchy: Financial Rollup page. This page displays a hierarchical list of the child investments, services, and ideas that comprise your project. All of the child costs and benefits are rolled up to your project, the parent investment, and are listed on the parent investment's line item.
From this page you can track the costs incurred to build, maintain, and support your project—allocation percentages, planned costs, actual costs, remaining costs, planned benefits, planned ROI, and planned NPV—and any other metric that are applicable to your project as a whole, as well as add and remove child investments to and from your project.
To view the financial rollup
The Project: Properties: Main - General page appears.
The Project: Hierarchy: Financial Rollup page appears by default.
The hierarchy displays an aggregation of the child investment, service, or idea's costs, planned, actual, and remaining. The values displayed are time-varying and factor in the investment allocation percentages that you have defined.
The value displayed in the Planned Cost column fields are the planned costs (forecasted and budgeted) that are rolled up from the child investment, service, or idea after the investment allocation percentages are factored in. The value displayed in the Actual Cost column fields are the costs that are incurred from billing and invoices. Like the planned cost, the actual costs are also rolled up from the child investment or service after the investment allocation percentage are factored in. If the project is unapproved, that is the project's status is something other than "Approved", actual costs do not display on the financial rollup because costs have yet to be incurred. The value displayed in the Remaining Cost column is the difference between the planned costs and the actual costs.
The Planned ROI and Planned NPV columns display the child investment, service, or idea ROI and NPV, and the Planned Benefit column displays the planned revenue (the sum of the planned benefit and forecast benefit from the investment, service, or idea's detailed budget).
| Copyright © 2010 CA. All rights reserved. | Email CA Technologies about this topic |