Portfolio Pages and Portlets › Capacity Tab › Investment Gantt Portlet

Investment Gantt Portlet

The Investment Gantt portlet displays the schedule, allocation demand, and planned cost for each investment included in a portfolio. Use this portlet to view the list of portfolio investments and compare their schedules.

To view this portlet, open a portfolio and click Capacity.

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.

Grid with Plus Icon

Click this icon to open the create scenario page to add a scenario. If you select a scenario in the portfolio page level filter and you edit an investment in the scenario, then the Grid with Plus icon will change to a Grid with Checkmark icon. This change indicates that the investment has been modified within the scenario selected.

Approved

Displays a checkmark if the status of the investment is "Approved."

Start

Displays the start date of the investment.

Planned Cost

Displays the planned cost of the investment.

Role Demand

Displays the role allocation demand from the investment team for resources with a role and for roles included in the portfolio contents.

Gantt

Displays the investment schedules.

The following aggregates are provided for the investments at the bottom of the page:

Investment Total

Displays the total planned cost and role demand for investments in the portfolio.

Portfolio Comparison

Displays the portfolio planned cost, from the portfolio properties page, below the planned cost column of the portlet. If a scenario is selected in the portfolio page-level filter, then it displays the scenario planned cost amount.

Displays the total portfolio role capacity, from the portfolio contents, below the role demand column of the portlet. If a scenario is selected in the portfolio page-level filter, then it displays the scenario role capacity.

Variance

Displays the difference between the investment total and the portfolio comparison values. A negative variance value indicates that the investment totals exceed the portfolio amounts.

This portlet is based on the Portfolio: All Investment Types system provider. Fields included in the system provider are available to this portlet and you can add them using the configure option.