Portfolio Pages and Portlets › Financials Tab › Capital vs Expense Variance by Period Portlet

Capital vs Expense Variance by Period Portlet

The Capital vs Expense Variance by Period portlet displays the following information for each investment included in a portfolio:

• Planned, actual, and variance cost by fiscal period
• Planned cost in total

Use this portlet to compare planned capital and expense to actual capital and expense costs of the investments.

To view this portlet, open the portfolio and click Financials. If the page is maximized to display only one portlet at a time, select Capital vs Expense Variance by Period from the portlet drop-down.

To view data in the portlet, do the following:

• Group cost plans for an investment by charge code of Capital or Expense to view planned cost.
• Use charge codes of Capital or Expense on financial transactions and timesheets in order to view actual cost.
• Post transactions to WIP in order to view actual cost.

The cost amounts display by fiscal period and are grouped by charge code for the following categories:

• Planned
• Actual
• Variance (Planned minus Actual)

Note: This portlet honors the planning horizon of the portfolio; therefore, the fiscal periods in the portlet are within the portfolio start and finish dates. Also, this portlet does not display agate hierarchical cost amounts. The portlet only displays the cost amounts of the investments directly included in the portfolio and does not calculate the aggregate cost amount of any child investments. The portlet displays the home currency of the investment as determined by the department entity. It does not use the portfolio currency to do a currency conversion from the investment home currency.

The portlet displays the following fields:

Investment

Displays the name of the investment. Click an investment name to view the detailed properties for that investment.

Total Planned Capital

Displays the planned cost for the cost plan of record where the charge code is Capital.

Total Planned Expense

Displays the planned cost for the cost plan of record where the charge code is Expense.

Total Planned Investment

Displays the total planned cost as the sum of the Total Planned Capital and Total Planned Expense amounts.

Capital (by Fiscal Period)

Displays the planned cost, actual cost, and variance by fiscal period, for the cost plan of record, where the charge code is Capital.

Expense (by Fiscal Period)

Displays the planned cost, actual cost, and variance by fiscal period, for the cost plan of record, where the charge code is Expense.

The Capital vs Expense by Period and the Capital vs Expense Variance by Period portlets are based on the same query. Accordingly, you can configure the fields from either portlet to appear on the other portlet. In addition, the following fields are available and you can add them using the configure option:

See the Personalizing CA Clarity PPM User Guide for more information.

Portfolio Actual Cost

Displays the actual cost of the investment, within the portfolio planning horizon. It includes all actual cost transactions, regardless of whether the transaction has a charge code of capital or expense.

Portfolio Planned Cost

Displays the planned cost of the investment for the cost plan of record, within the portfolio planning horizon. It includes all planned cost amounts, regardless of whether the cost plan is grouped by a charge code of capital or expense.

Investment ID

Displays the Investment ID, which is the identifier of the investment.