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Financial metrics for each child investment in a portfolio are calculated using the same rules as parent investments. If a hierarchy exists, then the metrics are calculated according to the rules that apply to a hierarchy.
The start and end dates of the portfolio do not have an impact on the financial metric calculations of the investments in the scorecard.
The following example shows how even if a portfolio only considers part of an investment, the financial metrics in the scorecard still represent the total investment.
Example: Financial Metrics in a Portfolio
An IT master portfolio is defined for the period of Jan1st 2010 to Dec 31st 2012. The ERP Upgrade project in the portfolio has a planned cost of $200,000 defined for the period July 1st 2009 to June 30th 2010.
The portfolio scorecard only displays the planned cost amount for the project that is relevant to the portfolio dates. Assuming that the planned cost is equally distributed during the lifecycle of the ERP Upgrade project, the amount displayed is $100,000. However, financial metrics are always relevant to the complete project and are calculated based on the full amount of $200,000.
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