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The Capital vs Expense by Period portlet displays planned cost by fiscal period, and in total, for each investment included in a portfolio. Use this portlet to compare planned capital to planned expense cost of the investments.
To view this portlet, open the portfolio and click Financials. If the page is maximized to display only one portlet at a time, select Capital vs Expense by Period from the portlet drop-down.
To view planned cost data in the portlet, you must group cost plans for an investment by charge code of Capital or Expense.
Note: This portlet honors the planning horizon of the portfolio; therefore, the fiscal periods in the portlet are within the portfolio start and finish dates. Also, this portlet does not display aggregate hierarchical cost amounts. The portlet only displays the cost amounts of the investments directly included in the portfolio and does not calculate the aggregate cost amount of any child investments. The portlet displays the home currency of the investment as determined by the department entity. It does not use the portfolio currency to do a currency conversion from the investment home currency.
The portlet displays the following fields:
Displays the name of the investment. Click an investment name to view the detailed properties for that investment.
Displays the planned cost for the cost plan of record where the charge code is Capital.
Displays the planned cost for the cost plan of record where the charge code is Expense.
Displays the total planned cost as the sum of the Total Planned Capital and Total Planned Expense amounts.
Displays the planned cost by fiscal period, for the cost plan of record, where the charge code is Capital.
Displays the planned cost by fiscal period, for the cost plan of record, where the charge code is Expense.
The Capital vs Expense by Period and the Capital vs Expense Variance by Period portlets are based on the same query. Accordingly, you can configure the fields from either portlet to appear on the other portlet. In addition, the following fields are available and you can add them using the configure option:
See the Personalizing CA Clarity User Guide for more information.
Displays the actual cost of the investment, within the portfolio planning horizon. It includes all actual cost transactions, regardless of whether the transaction has a charge code of capital or expense.
Displays the planned cost of the investment for the cost plan of record, within the portfolio planning horizon. It includes all planned cost amounts, regardless of whether the cost plan is grouped by a charge code of capital or expense.
Displays the Investment ID, which is the identifier of the investment.
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