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Comparison Tab

Use the portlets on the comparison tab to compare two scenarios in a side-by-side visualization. You can also compare one scenario to the plan of record in the same side-by-side comparison. You can analyze the scenarios and evaluate trade-offs before selecting a specific course. You can also do what-if analysis and investigate the changes you can make to the investments contained within your portfolio.

The tab initially displays only the base scenario portlets until you select two scenarios to compare in the portfolio page level-filter. If you select a scenario and a compare to scenario in the portfolio page-level filter and click the filter button, you will see four portlets on the tab. The [--Base Scenario--] portlets show the scenario results and the [--Compare To Scenario--] portlets show the compare to scenario results.

See the Portfolio Management User Guide for more information.

The comparison tab consists of the following portlets:

Follow these steps:

  1. Open Home, and from Portfolio Management, click Portfolios.

    The list page appears.

  2. Click a portfolio link.

    The portfolio scorecard tab appears.

  3. Click Comparison.

    The portfolio comparison tab appears.

Use the page-level filter to filter all portlets at once by scenario, compare to scenario, status, roles, and booking status.

By default, investments shown in the portlets represent approved investments in the portfolio. To view unapproved or all investments, select the status from the Status drop-down on the portfolio page-level filter.