Portfolio Scorecard › Portfolio Financials
Portfolio Financials
The Financial portlet shows the financial properties of the investments contained in this portfolio. Use the Financial portlet to do the following:
- View the list of portfolio investments.
- Link to the investment properties page by clicking the investment name.
- Create a portfolio scenario that includes the investment.
- View the investment name, ID, planned cost, planned benefit, planned ROI, net present value (NPV), and planned breakeven date.
You can also see actual cost and remaining cost for an investment. When planning a portfolio, these values help you decide how much more money you must spend on a particular investment.
Follow these steps:
- With the portfolio open, click Scorecard.
The portfolio scorecard appears.
- Do one of the following:
- If this page is minimized to display all portlets, this portlet follows the Gantt portlet. Use the scroll bar, if necessary, to view this portlet.
- If the page is maximized to display only one portlet at a time, select Financials from the portlet drop-down.
