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Planned Cost/Benefit (Portfolio)

The Planned Cost/Benefit portlet displays a scatter chart that displays the portfolio investments as points on the chart. Their placement of each point on the chart is the intersection of their budgeted benefit (y-axis) and budgeted cost (x-axis). Investments that lie higher on the y-axis have a higher benefit. The investments that lie to the right on the x-axis have a higher budgeted cost.

Clicking a point on the chart opens the investment general properties. On the properties page, you can update the investment details such as budget and risk from the portfolio. The Planned Costs portlet displays different cost for the investment from the one displayed on the properties page of the investment. The cost shown on the portlet is limited to the portfolio start and end dates. If the portfolio covers the full period for the investment, then the cost shown on the portlet and the properties page match.

You cannot edit the properties page when you click an investment with the scenario selected.

Roll your cursor over a point to display the investment details such as investment name, budgeted cost, and budgeted benefit, below the chart. You can configure this mouseover label by configuring the chart.