Stock Interactive Portlets › Portfolio Portlet › Portfolio Dashboard

Portfolio Dashboard

Description

Use Portfolio Dashboard to analyze the impact to your portfolio by adding and removing investments from the dashboard.

Prerequisites

The following must exist in CA Clarity PPM:

• Projects that are activated, approved, and financially enabled
• Project cost plans
• Project issues and risks
• Posted project costs
• Project baselines
• Portfolio. Add the projects as individual investments to the content page in the portfolio.

Information Displayed

Portfolio

Displays the portfolio name.

Manager

Displays the manager associated with this portfolio.

Start

Displays the start date of the portfolio.

Finish

Displays the end date of the portfolio.

Currency

Displays the currency selected for the portfolio.

Benefit

Displays the portfolio benefit defined in the properties page.

Budget

Displays the budget defined for the portfolio.

Approved Investments Budget

Displays the approved investment budget for all investments in the portfolio.

Cost Variance

Displays a stoplight that shows a view of a portfolio performance.

Values:

• Green. Approved investment's planned cost is less than that of the portfolio.
• Red. Approved investment's planned cost is greater than that of the portfolio.