Portfolio Pages and Portlets › Scorecard Tab › Investments Portlet

Investments Portlet

The Investments portlet displays information about investments included in a portfolio. Use this portlet to view the stage, alignment, risk, cost, and role demand 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 Investments 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.

Goal

Displays the goal of the investment.

Values: Cost Avoidance, Cost Reduction, Grow the Business, Infrastructure Improvement, or Maintain the Business.

Stage

Displays the stage in of the investment lifecycle as a progress bar. The gray squares indicate completed stages and the current stage is represented as a color, based on the Business Alignment of the investment.

Business Alignment

Displays how well the investment aligns to the organization business goal. The higher the business alignment value is, the stronger the alignment.

Stoplights:

• Green (68 through 100). The investment has good alignment with the business.
• Yellow (34 through 67). The investment has average alignment with the business.
• Red (0 through 33). The investment has poor alignment with the business.
• White. The alignment data is undefined.

Risk

Displays a stoplight based on the investment risk score. The investment risk score determines the color of the stoplight.

Stoplights:

• Green (0 through 33). The investment is low risk.
• Yellow (34 through 67). The investment is medium risk.
• Red (68 through 100). The investment is high risk.

Start

Displays the start date of the investment.

Planned Cost

Displays the planned cost 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.

Role Allocation Demand

Displays the role allocation demand from the investment team for resources with a role included in the portfolio contents and for roles included in the portfolio contents.

Role Actuals

Displays the actual effort posted to the investment for resources with a role included in the portfolio contents.

Remaining Role Allocation

Displays the difference between role allocation demand and role actuals.

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

Investment Total

Displays the total planned cost, actual cost, remaining cost, role allocation demand, role actuals, and remaining role allocation for investments in the portfolio.

Portfolio Comparison

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

Displays the total portfolio role capacity, from the portfolio contents, below the role allocation demand column of the portlet. If a scenario is selected in the portfolio page-level filter, then it displays the scenario role capacity.

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.