Setting Up Financial Management › Departments › View and Analyze Department Portfolios

View and Analyze Department Portfolios

You can access your department portfolios, create scenarios, and evaluate the performance of the department from the Department: Properties page.

Department portfolios can be of the following types:

• Customer Department Portfolios. The portfolios for departments that fund investments. Customer portfolios allow you to see the costs of shared investments in each related portfolio. If the portfolio type is Customer, all of the investments for which the department is charged are included in the portfolio. Investments are included in the customer department portfolios as long as chargeback rules exist to charge that department.
• Provider Department Portfolios. The portfolios for departments that own the investments. If the portfolio type is Provider, all of the investments that the department owns are included in the portfolio. Investments are included in the provider department portfolios as long as they are owners of those investments.

Department portfolios can be either Provider or Customer but not both at the same time. Departments that own investments and fund investments can potentially have provider and customer department portfolios.

You can create one or more portfolios for your department.

See the Portfolio Management User Guide for more information.

Follow these steps:

1. Open the department.

   The properties page appears.

2. Open the Properties menu and click Portfolios.

   The department properties page appears displaying the list of portfolios associated with that department.

3. Click the name of the portfolio to see the portfolio general properties.
4. Click Go to Associated Department to go back to the department properties.