Stock Interactive Portlets › Portfolio Portlet

Portfolio Portlet

Description

The Portfolio portlet is an interactive portlet that contains Xcelsius visualizations for a selected portfolio.

Prerequisites

• You must run the following jobs:
  • Time Slicing
  • Datamart Extraction
  • Datamart Rollup - Time Facts and Time Summary
  • Rate Matrix Extraction
• You must select Portfolio Default Layout as the page layout for this portfolio.

  Note: See the Portfolio Management User Guide for more information.

Information Displayed

Portfolio Dashboard

• Budget/Forecast by Goal
• Balance
• Investment Financial Grid

Investment Dashboard

• Spending Plan By Month
• Schedule Variance
• Investment Allocation Hours By Role
• Issues
• Risks

Viewing Information

To view information from this portlet

1. Open the portfolio and navigate to the Portfolio portlet.

   Note: Navigation depends on how you or the CA Clarity PPM administrator configures this portlet.

   A list of investments that are available from the selected portfolio appear.

2. Select the investments you want to factor into the analysis, and click the Portfolio button or Investments button.

   The Portfolio Dashboard or Investment Dashboard appears.

3. Click Update and clear the Filter check box to view information based on the selected investments.
4. Click the Portfolio Dashboard or Investment Dashboard buttons to view the visualizations.

Removing Information

To select or remove investments, select the Filter check box to display the list box of selected and available investments.