Portfolio Pages and Portlets › Scorecard Tab › Financials Portlet

Financials Portlet

The Financials portlet displays financial information about investments included in a portfolio. Use this portlet to view the planned benefit, planned cost, actual cost, planned ROI, planned IRR, and planned payback period of the investments in the portfolio.

To view this portlet, open a portfolio and click Scorecard. If the page is maximized to display only one portlet at a time, select Financials from the maximized portlet drop-down.

The following fields display on the portlet:

Investment

Displays the name of the investment. Click an investment name to view the detailed properties for that investment.

Hierarchy Icon

Click the icon to open the hierarchy page for that investment and view the child investments.

Grid with Plus Icon

Click this icon to open the create scenario page to add a scenario. If you select a scenario in the portfolio page level filter and you edit an investment in the scenario, the Grid with Plus icon will change to a Grid with Checkmark icon. This change indicates that the investment has been modified within the scenario selected.

Planned Benefit

Displays the total planned benefit for the investment.

Source: Financial Summary properties page of the investment.

Planned Cost

Displays the planned cost of the investment.

Source: Financial Summary properties page of the investment.

Actual Cost

Displays the actual cost posted to the investment.

Remaining Cost

Displays the difference between the planned cost and the actual cost.

Planned NPV

Displays the net present value of the investment by calculating the total cost of capital and a series of future payments and income.

Source: Financial Summary properties page of the investment.

Planned ROI

Displays the ratio of money gained or lost on this investment relative to the amount of money invested.

Source: Financial Summary properties page of the investment.

Planned IRR

Displays the Internal Rate of Return or the discount rate used to achieve zero NPV for an investment.

Source: Financial Summary properties page of the investment.

Planned MIRR

Displays the Modified Internal Rate of Return or the rate used to measure the attractiveness of the investment.

Source: Financial summary page of the investment.

Planned Payback

Displays the number of periods (in months) needed for the sum of the expected cash flows to equal the initial cash outlay for the investment.

Source: Financial Summary properties page of the investment.

Planned Breakeven

Displays the date when the expected cash flow equals the cash outlay for the investment. The breakeven date matches with the payback period.

Source: Financial Summary properties page of the investment.

The following aggregate amounts are provided for the portfolio at the bottom of the portlet:

Investment Total

Displays the total planned benefit, planned cost, actual cost, remaining cost, and planned NPV for investments in the portfolio.

Portfolio Comparison

Displays the portfolio planned benefit and cost, from the portfolio properties page, below the planned benefit and cost columns of the portlet. If a scenario is selected in the portfolio page-level filter, then it displays the scenario planned benefit and cost amounts.

Variance

Displays the difference between the portfolio comparison and investment total values. A negative variance value indicates the investment totals exceed the portfolio amounts.

This portlet is based on the Portfolio: All Investment Types system provider. Fields included in the system provider are available to this portlet and may be added through the configure option.