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Master Portfolios

Master Portfolios is a snapshot portlet designed to display hierarchies of portfolios. A parent portfolio can be selected and different configurations of the children portfolios can be selected.

The following columns display on this portlet:

Portfolio

Displays the portfolio name. Click on the name to drill down to the portfolio scorecard page.

Portfolio Planned Cost

The planned cost of the portfolio.

Investments Planned Cost

The planned cost value of all investments in the portfolio.

Cost Variance

Displays the variance subtracting the total cost of investments from the portfolio planned cost.

Variance Stoplight

Displays the variance from the planned costs.

• If the variance is from 0 to 9,999,999, a green stoplight is used (under budget).
• If the variance is from -9,999,999 to 0, a red stoplight is used (over budget).

Portfolio Planned Revenue

Total planned revenue for the portfolio.

The following portlet filters are available:

Portfolio

Click the browse icon to filter by portfolio name.

Parent Portfolio

Click the browse icon to refine the filter to search by parent portfolio name.