Resource Management Portlets › Investment Timesheet Summary Portlet

Investment Timesheet Summary Portlet

The Investment Timesheet Summary portlet displays pending and posted actuals by investment. Use this portlet to compare pending actuals to actuals posted through timesheets.

To access this portlet, open Home, and from Resource Management, select Timesheet Overview.

The following fields appear on this portlet:

Investment

Displays the investment name. Only investments with existing timesheet entries appear on this portlet. Click an investment name link to go to the investment properties.

Manager

Displays the investment manager name.

Pending Actuals

Displays the pending actuals amount for the investment.

Posted Actuals

Displays the posted actuals amount for the investment.

Total Actuals

Displays the total including the pending and posted actuals.

Timesheet Details Icon

Displays a side arrow icon. Click the icon to drill down to more detailed information about timesheets on the Timesheet Details page.

The Timesheet Details page includes the following:

• Investment Timesheet Review Portlet
• Timesheet Notes Portlet