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Balance

Description

The Balance portlet displays a bubble graph that shows how the score of each investment balances between corporate alignment and the finish date. Investments use three factors when scoring; business alignment, cost, and risk. For example, if you defined a budget for a portfolio for this year only, its costs restrict to this year. In addition, changing the planned cost of an investment changes its bubble size.

Information Displayed

Schedule Finish Date

Displays the scheduled finish date of this investment.

Alignment Score

Investments appear on the graph somewhere between good and poor according to their alignment with business goals. An investment with a low y-coordinate (distance from the origin) lies somewhere within the red zone on the graph. Investments move up the graph vertically based on their business alignment scores.

Values: Bubble colors display the risk color

• Green (65 and 100). Investment is well aligned.
• Yellow (35 and 64). Investment is average aligned.
• Red (0 and 34). Investment is poorly aligned.
• White. Alignment data is undefined.

Planned Cost

Displays the planned cost for the investment.