This section contains the following topics:
PMO Portfolio Investment Dashboard
Use the Portfolio Dashboard page to view a series of tabs with portlets that provide a view of the data across portfolios.
Portfolio planning and analysis occur within the portfolio planning horizon, which is the time window between the portfolio start and finish dates. If the plan of record is selected as a portlet filter option, then the portfolio planning horizon is the time window between the plan of record start and finish dates.
This dashboard page shows portfolio investment amounts that are above the waterline in the portfolios. Investments are considered above the waterline if they are ranked, via ranking rules or manual ranking, above the waterline as determined by the primary constraint or manually setting the waterline in the portfolio. This page includes the following tabs:
Use the portlets on the Cost and Benefits tab to see target, distributed, and planned cost and benefits for each portfolio. The portlets also display variance amounts for cost and benefits, comparing target to distributed and distributed to planned amounts.
To access this page, open Home, and from Portfolio Management, click Portfolio Dashboard.
The target and distributed amounts in the portlets reflect the amounts entered in the properties or targets tab of each portfolio. The planned amounts in the portlets are the planned amounts of the investments in the portfolio.
See the How to Create a Portfolio of Investments scenario for more information.
This Cost and Benefits tab consists of the following portlets:
Use the page-level filter to filter all portlets at once by manager, stakeholder, and above waterline.
By default, the amounts shown in the portlets represent investment amounts from investments that are above the waterline within the portfolios. To view below the waterline amounts or all investment amounts, change the Above Waterline drop-down on the portfolio page-level filter.
The Portfolio Costs portlet displays a column graph showing the target, distributed, and planned cost of each portfolio. Use this portlet to compare these cost amounts across portfolios. The portlet filters include: Portfolio (multi-select), OBS Unit, Portfolio Plan Type, Managers (multi-select), Stakeholders (multi-select), Above Waterline, and Active. By default, the Portfolio Plan Type filter is set to Portfolio. This means that the amounts displayed in the portlet are the portfolio amounts as of the last sync. If you set the Portfolio Plan Type filter to Plan of Record, then the amounts are based on the portfolio plan marked as the plan of record. You must have a plan of record on the portfolio for it to appear in the portlet if you select this filter option.
To access this portlet, open Home, and from Portfolio Management, select Portfolio Dashboard.
The values on the Y-axis are the portfolio target, distributed, and planned cost amounts. The target cost is a line on the chart. The distributed and planned cost amounts are columns. Click one of the columns in the graph to open the portfolio waterlines page.
This portlet is based on the Portfolio Provider. Fields included in the system provider are available to this portlet and may be added through the configure option. For more information, see the Personalizing CA Clarity PPM User Guide.
The Portfolio Cost and Benefit Analysis portlet displays target, distributed, and planned cost and benefit amounts for each portfolio. Use this portlet to view the overall health, risk, and cost variances of portfolios. The portlet filters include: Portfolio (multi-select), OBS Unit, Portfolio Plan Type, Managers (multi-select), Stakeholders (multi-select), Above Waterline, and Active. By default, the Portfolio Plan Type filter is set to Portfolio. This means that the amounts displayed in the portlet are the portfolio amounts as of the last sync. If you set the Portfolio Plan Type filter to Plan of Record, then the amounts are based on the portfolio plan marked as the plan of record. You must have a plan of record on the portfolio for it to appear in the portlet if you select this filter option.
To access this portlet, open Home, and from Portfolio Management, select Portfolio Dashboard.
The following fields appear on this portlet:
Displays the portfolio name. Click a portfolio name to go to the portfolio properties page.
Click this icon to open the portfolio targets page.
Click this icon to open the portfolio waterlines page.
Displays a stoplight based on the portfolio overall health score. The portfolio overall health score determines the color of the stoplight.
Stoplights:
Displays a stoplight based on the portfolio risk. The portfolio risk determines the color of the stoplight.
Stoplights:
Displays the target total cost of the portfolio.
Displays the distributed target total cost of the portfolio.
Displays the difference between the target cost and distributed target cost values. A negative variance indicates the distributed target cost exceeds the target cost amounts.
Displays the planned cost of the portfolio investments within the portfolio planning horizon.
Displays the difference between the distributed target and planned cost values. A negative variance value indicates the portfolio investment planned cost exceeds the distributed target cost amounts.
Displays the target benefits of the portfolio.
Displays the distributed target benefits of the portfolio.
Displays the difference between the target benefits and distributed target benefit values. A negative variance indicates the distributed target benefits exceed the target benefits.
Displays the planned benefits of the portfolio investments within the portfolio planning horizon.
Displays the difference between the distributed target and planned benefit values. A negative variance value indicates the portfolio investment planned benefits exceed the distributed target benefits.
This portlet is based on the Portfolio Provider. Fields included in the system provider are available to this portlet and may be added through the configure option. For more information, see the Personalizing CA Clarity PPM User Guide.
Use the portlets on the Roles tab to see target, distributed, and demand amounts for roles in each portfolio. The portlets also display variance amounts for roles, comparing target to distributed and distributed to demand amounts.
To access this page, open Home, and from Portfolio Management, select Portfolio Dashboard and click the Roles tab.
The target and distributed amounts in the portlets reflect the amounts entered in the properties or targets tab of each portfolio. The role demand amounts in the portlets are the role allocation demand amounts of the investments in the portfolio. The amounts display in hours or FTE determined by the Capacity Unit Type field on the portfolio properties.
See the How to Create a Portfolio of Investments scenario for more information.
This Roles tab consists of the following portlets:
Use the page-level filter to filter all portlets at once by manager, stakeholder, and above waterline. By default, the amounts shown in the portlets represent investment amounts that are above the waterline within the portfolios. To view below the waterline amounts or all investment amounts, change the Above Waterline drop-down on the portfolio page-level filter.
The Portfolio Roles portlet displays a column graph showing the target, distributed, and demand amounts for roles in each portfolio. Use this portlet to compare these role amounts across portfolios. The portlet filters include: Portfolio (multi-select), OBS Unit, Portfolio Plan Type, Capacity Unit Type, Managers (multi-select), Stakeholders (multi-select), Above Waterline, and Active. By default, the Portfolio Plan Type filter is set to Portfolio. This means that the amounts displayed in the portlet are the portfolio amounts as of the last sync. If you set the Portfolio Plan Type filter to Plan of Record, then the amounts are based on the portfolio plan marked as the plan of record. You must have a plan of record on the portfolio for it to appear in the portlet if you select this filter option. The Capacity Unit Type filter allows you to display only portfolios set to hours or FTE on the portfolio properties.
To access this portlet, open Home, and from Portfolio Management, select Portfolio Dashboard and click the Roles tab.
The values on the Y-axis are the portfolio target, distributed, and demand amounts for roles. The target roles amount is a line on the chart. The distributed and role demand amounts are columns. Click one of the columns in the graph to open the portfolio waterlines page.
This portlet is based on the Portfolio Provider. Fields included in the system provider are available to this portlet and may be added through the configure option. For more information, see the Personalizing CA Clarity PPM User Guide.
The Portfolio Role Analysis portlet displays target, distributed, and demand amounts for roles in each portfolio. Use this portlet to view the overall health, risk, and role variances of portfolios. The portlet filters include: Portfolio (multi-select), OBS Unit, Portfolio Plan Type, Capacity Unit Type, Managers (multi-select), Stakeholders (multi-select), Above Waterline, and Active. By default, the Portfolio Plan Type filter is set to Portfolio. This means that the amounts displayed in the portlet are the portfolio amounts as of the last sync. If you set the Portfolio Plan Type filter to Plan of Record, then the amounts are based on the portfolio plan marked as the plan of record. You must have a plan of record on the portfolio for it to appear in the portlet if you select this filter option. The Capacity Unit Type filter allows you to display only portfolios set to hours or FTE on the portfolio properties.
To access this portlet, open Home, and from Portfolio Management, select Portfolio Dashboard and click the Roles tab.
The following fields appear on this portlet:
Displays the portfolio name. Click a portfolio name to go to the portfolio properties page.
Click this icon to open the portfolio targets page.
Click this icon to open the portfolio waterlines page.
Displays a stoplight based on the portfolio overall health score. The portfolio overall health score determines the color of the stoplight.
Stoplights:
Displays a stoplight based on the portfolio risk. The portfolio risk determines the color of the stoplight.
Stoplights:
Displays the target overall roles of the portfolio.
Displays the distributed overall roles of the portfolio.
Displays the difference between the target overall role and distributed overall role values. A negative variance value indicates the distributed target overall role amount exceeds the target overall role amount.
Displays the role allocation demand for roles included in the portfolio and other roles allocated to portfolio investments within the portfolio planning horizon.
Displays the difference between the distributed target and role demand values. A negative variance value indicates the role demand from portfolio investments exceeds the distributed target role amount.
This portlet is based on the Portfolio Provider. Fields included in the system provider are available to this portlet and may be added through the configure option. For more information, see the Personalizing CA Clarity PPM User Guide.
Use the portlet on the Cost and Health tab to view the overall health and target cost for each portfolio. The portlet also displays the aggregated planned cost of investments in the portfolio.
To access this page, open Home, and from Portfolio Management, select Portfolio Dashboard and click the Cost and Health tab.
This Cost and Health tab consists of the following portlet:
Use the page-level filter to filter the portlet by manager, stakeholder, and above waterline. By default, the planned cost amount shown in the portlet represents investments that are above the waterline within the portfolios. To view below the waterline investment amounts or all investment amounts, change the Above Waterline drop-down on the portfolio page-level filter.
The Portfolio Cost by Overall Health portlet is a bubble graph that displays how the planned cost of the portfolio investments balances between the portfolio overall health and target total cost. Each bubble on the graph represents a portfolio and the size of the bubble is determined by the planned cost of the portfolio investments. The portlet filters include: Portfolio (multi-select), OBS Unit, Portfolio Plan Type, Managers (multi-select), Stakeholders (multi-select), Above Waterline, and Active. By default, the Portfolio Plan Type filter is set to Portfolio. This means that the amounts displayed in the portlet are the portfolio amounts as of the last sync. If you set the Portfolio Plan Type filter to Plan of Record, then the amounts are based on the portfolio plan marked as the plan of record. You must have a plan of record on the portfolio for it to appear in the portlet if you select this filter option.
To access this portlet, open Home, and from Portfolio Management, select Portfolio Dashboard and click the Cost and Health tab.
The following describes the portlet:
You can click a bubble to open the waterlines page of the portfolio. You can also mouse over a bubble in the graph to display details of each portfolio. The details include the name of the portfolio, target total cost, overall health score, and planned cost. The graph legend indicates the portfolio name. Click a legend entry to exclude a portfolio from the graph.
Values for overall health display on the Y-axis, with a zoned background color on the graph. Values for target total cost display on the X-axis.
Displays how well the portfolio scores in overall health. Portfolios appear on the graph somewhere between high and low overall health score. Portfolios with high overall health scores will be in the green zone of the graph, which is the upper third of the y-axis. Portfolios with low overall health scores will appear in the red zone of the graph, which is the lower third of the y-axis.
Zoned Background Color:
This portlet is based on the Portfolio Provider. Fields included in the system provider are available to this portlet and may be added through the configure option. For more information, see the Personalizing CA Clarity PPM User Guide.
Use the portlets on the Goal Analysis tab to see aggregated investment amounts across portfolios. The aggregated amounts include the count, planned cost, role demand, and planned NPV of portfolio investments, grouped by goal.
To access this page, open Home, and from Portfolio Management, select Portfolio Dashboard and click the Goal Analysis tab.
The planned cost, role demand, and NPV amounts in the portlets are the aggregated investment amounts in the portfolios, based on the filter criteria entered. The role demand amounts display in hours or FTE determined by the Capacity Unit Type field on the portfolio properties.
See the How to Create a Portfolio of Investments scenario for more information.
This Goal Analysis tab consists of the following portlets:
Use the page-level filter to filter all portlets at once by manager, stakeholder, and above waterline. By default, the amounts shown in the portlets represent investment amounts that are above the waterline within the portfolios. To view below the waterline amounts or all investment amounts, change the Above Waterline drop-down on the portfolio page-level filter.
The Portfolio Investment Count by Goal portlet displays a bar graph showing the number of portfolio investments across portfolios, grouped by goal. The portlet filters include: Portfolio (multi-select), Portfolio Plan Type, Above Waterline, and Portfolio Active. By default, the Portfolio Plan Type filter is set to Portfolio. This means that the amounts displayed in the portlet are the portfolio amounts as of the last sync. If you set the Portfolio Plan Type filter to Plan of Record, then the amounts are based on the portfolio plan marked as the plan of record. You must have a plan of record on the portfolio for its investment amounts to be included in the portlet if you select this filter option.
This portlet displays aggregated investment amounts across portfolios, based on the filter criteria entered. If you have the same investments included in more than one portfolio and you include both portfolios in your filter criteria, then the portlet will double count the investment amounts. The chart grouping feature does not account for double counting in aggregated value calculation; you must set up your portfolios and utilize portlet filtering to ensure you are not double counting numbers.
To access this portlet, open Home, and from Portfolio Management, select Portfolio Dashboard and click the Goal Analysis tab.
The values on the X-axis display the percentage of portfolio investments by goal. Mouse over a bar to display the total number of investments for a goal.
This portlet is based on the Portfolio Investment Provider. Fields included in the system provider are available to this portlet and may be added through the configure option. For more information, see the Personalizing CA Clarity PPM User Guide.
The Portfolio Planned Cost by Goal portlet displays a pie graph showing planned cost, grouped by goal, for portfolio investments across portfolios. The portlet filters include: Portfolio (multi-select), Portfolio Plan Type, Above Waterline, and Portfolio Active. By default, the Portfolio Plan Type filter is set to Portfolio. This means that the amounts displayed in the portlet are the portfolio amounts as of the last sync. If you set the Portfolio Plan Type filter to Plan of Record, then the amounts are based on the portfolio plan marked as the plan of record. You must have a plan of record on the portfolio for its investment amounts to be included in the portlet if you select this filter option.
This portlet displays aggregated investment amounts across portfolios, based on the filter criteria entered. If you have the same investments included in more than one portfolio and you include both portfolios in your filter criteria, then the portlet will double count the investment amounts. The chart grouping feature does not account for double counting in aggregated value calculation; you must set up your portfolios and utilize portlet filtering to ensure you are not double counting numbers.
To access this portlet, open Home, and from Portfolio Management, select Portfolio Dashboard and click the Goal Analysis tab.
Each pie segment reflects the percentage of the planned cost amount distributed by goal. Mouse over a pie slice to display the total planned cost amount for a goal.
This portlet is based on the Portfolio Investment Provider. Fields included in the system provider are available to this portlet and may be added through the configure option. For more information, see the Personalizing CA Clarity PPM User Guide.
The Portfolio Role Demand by Goal portlet displays a pie graph showing role demand, grouped by goal, for portfolio investments across portfolios. The portlet filters include: Portfolio (multi-select), Portfolio Plan Type, Portfolio Capacity Unit Type, Above Waterline, and Portfolio Active. By default, the Portfolio Plan Type filter is set to Portfolio. This means that the amounts displayed in the portlet are the portfolio amounts as of the last sync. If you set the Portfolio Plan Type filter to Plan of Record, then the amounts are based on the portfolio plan marked as the plan of record. You must have a plan of record on the portfolio for its investment amounts to be included in the portlet if you select this filter option. The Portfolio Capacity Unit Type filter allows you to include only investments in portfolios set to hours or FTE on the portfolio properties.
This portlet displays aggregated investment amounts across portfolios, based on the filter criteria entered. If you have the same investments included in more than one portfolio and you include both portfolios in your filter criteria, then the portlet will double count the investment amounts. The chart grouping feature does not account for double counting in aggregated value calculation; you must set up your portfolios and utilize portlet filtering to ensure you are not double counting numbers.
To access this portlet, open Home, and from Portfolio Management, select Portfolio Dashboard and click the Goal Analysis tab.
Each pie segment reflects the percentage of the role demand amount distributed by goal. Mouse over a pie slice to display the role demand amount for a goal.
This portlet is based on the Portfolio Investment Provider. Fields included in the system provider are available to this portlet and may be added through the configure option. For more information, see the Personalizing CA Clarity PPM User Guide.
The Portfolio Planned NPV by Goal portlet displays a column graph showing the planned NPV, grouped by goal, for portfolio investments across portfolios. The portlet filters include: Portfolio (multi-select), Portfolio Plan Type, Above Waterline, and Portfolio Active. By default, the Portfolio Plan Type filter is set to Portfolio. This means that the amounts displayed in the portlet are the portfolio amounts as of the last sync. If you set the Portfolio Plan Type filter to Plan of Record, then the amounts are based on the portfolio plan marked as the plan of record. You must have a plan of record on the portfolio for its investment amounts to be included in the portlet if you select this filter option.
This portlet displays aggregated investment amounts across portfolios, based on the filter criteria entered. If you have the same investments included in more than one portfolio and you include both portfolios in your filter criteria, then the portlet will double count the investment amounts. The chart grouping feature does not account for double counting in aggregated value calculation; you must set up your portfolios and utilize portlet filtering to ensure you are not double counting numbers.
To access this portlet, open Home, and from Portfolio Management, select Portfolio Dashboard and click the Goal Analysis tab.
The values on the Y-axis display the planned NPV amounts by goal. Mouse over a column to display the planned NPV amount for a goal.
This portlet is based on the Portfolio Investment Provider. Fields included in the system provider are available to this portlet and may be added through the configure option. For more information, see the Personalizing CA Clarity PPM User Guide.
Use the portlets on the Investment Analysis tab to see aggregated investment counts across portfolios. The portlets display the investment count by type, work status, above and below the waterline, and approval status.
To access this page, open Home, and from Portfolio Management, select Portfolio Dashboard and click the Investment Analysis tab.
This Investment Analysis tab consists of the following portlets:
Use the page-level filter to filter all portlets at once by manager, stakeholder, and above waterline. By default, the amounts shown in the portlets represent investment amounts that are above the waterline within the portfolios. To view below the waterline amounts or all investment amounts, change the Above Waterline drop-down on the portfolio page-level filter. The exception is the Portfolio Investment Count by Waterline portlet which is not filtered by the Above Waterline page-level filter. This portlet is a comparison between above and below the waterline investments so the filter option to display only above or only below the waterline does not apply to this portlet.
The Portfolio Investment Count by Type portlet displays a donut graph showing the number of portfolio investments across portfolios, grouped by investment type. The portlet filters include: Portfolio (multi-select), Portfolio Plan Type, Above Waterline, and Portfolio Active. By default, the Portfolio Plan Type filter is set to Portfolio. This means that the amounts displayed in the portlet are the portfolio amounts as of the last sync. If you set the Portfolio Plan Type filter to Plan of Record, then the amounts are based on the portfolio plan marked as the plan of record. You must have a plan of record on the portfolio for its investment amounts to be included in the portlet if you select this filter option.
This portlet displays aggregated investment amounts across portfolios, based on the filter criteria entered. If you have the same investments included in more than one portfolio and you include both portfolios in your filter criteria, then the portlet will double count the investment amounts. The chart grouping feature does not account for double counting in aggregated value calculation; you must set up your portfolios and utilize portlet filtering to ensure you are not double counting numbers.
To access this portlet, open Home, and from Portfolio Management, select Portfolio Dashboard and click the Investment Analysis tab.
Each donut segment reflects the percentage of investments distributed by investment type. Mouse over a donut slice to display the total number of investments for an investment type.
This portlet is based on the Portfolio Investment Provider. Fields included in the system provider are available to this portlet and may be added through the configure option. For more information, see the Personalizing CA Clarity PPM User Guide.
The Portfolio Investment Count by Work Status portlet displays a donut graph showing the number of portfolio investments across portfolios, grouped by work status. The portlet filters include: Portfolio (multi-select), Portfolio Plan Type, Above Waterline, and Portfolio Active. By default, the Portfolio Plan Type filter is set to Portfolio. This means that the amounts displayed in the portlet are the portfolio amounts as of the last sync. If you set the Portfolio Plan Type filter to Plan of Record, then the amounts are based on the portfolio plan marked as the plan of record. You must have a plan of record on the portfolio for its investment amounts to be included in the portlet if you select this filter option.
This portlet displays aggregated investment amounts across portfolios, based on the filter criteria entered. If you have the same investments included in more than one portfolio and you include both portfolios in your filter criteria, then the portlet will double count the investment amounts. The chart grouping feature does not account for double counting in aggregated value calculation; you must set up your portfolios and utilize portlet filtering to ensure you are not double counting numbers.
To access this portlet, open Home, and from Portfolio Management, select Portfolio Dashboard and click the Investment Analysis tab.
Each donut segment reflects the percentage of investments distributed by work status. Mouse over a donut slice to display the total number of investments for a work status.
This portlet is based on the Portfolio Investment Provider. Fields included in the system provider are available to this portlet and may be added through the configure option. For more information, see the Personalizing CA Clarity PPM User Guide.
The Portfolio Investment Count by Waterline portlet displays a donut graph showing the number of portfolio investments above and below the waterline across portfolios. The portlet filters include: Portfolio (multi-select), Portfolio Plan Type, and Portfolio Active. By default, the Portfolio Plan Type filter is set to Portfolio. This means that the amounts displayed in the portlet are the portfolio amounts as of the last sync. If you set the Portfolio Plan Type filter to Plan of Record, then the amounts are based on the portfolio plan marked as the plan of record. You must have a plan of record on the portfolio for its investment amounts to be included in the portlet if you select this filter option.
This portlet displays aggregated investment amounts across portfolios, based on the filter criteria entered. If you have the same investments included in more than one portfolio and you include both portfolios in your filter criteria, then the portlet will double count the investment amounts. The chart grouping feature does not account for double counting in aggregated value calculation; you must set up your portfolios and utilize portlet filtering to ensure you are not double counting numbers.
To access this page, open Home, and from Portfolio Management, select Portfolio Dashboard and click the Investment Analysis tab.
Each donut segment reflects the percentage of investments above and below the waterline. Mouse over a donut slice to display the total number of investments that are above and below the waterline.
This portlet is based on the Portfolio Investment Provider. Fields included in the system provider are available to this portlet and may be added through the configure option. For more information, see the Personalizing CA Clarity PPM User Guide.
The Portfolio Investment Count by Approval portlet displays a donut graph showing the number of portfolio investments approved and unapproved across portfolios. The portlet filters include: Portfolio (multi-select), Portfolio Plan Type, Above Waterline, and Portfolio Active. By default, the Portfolio Plan Type filter is set to Portfolio. This means that the amounts displayed in the portlet are the portfolio amounts as of the last sync. If you set the Portfolio Plan Type filter to Plan of Record, then the amounts are based on the portfolio plan marked as the plan of record. You must have a plan of record on the portfolio for its investment amounts to be included in the portlet if you select this filter option.
This portlet displays aggregated investment amounts across portfolios, based on the filter criteria entered. If you have the same investments included in more than one portfolio and you include both portfolios in your filter criteria, then the portlet will double count the investment amounts. The chart grouping feature does not account for double counting in aggregated value calculation; you must set up your portfolios and utilize portlet filtering to ensure you are not double counting numbers.
To access this page, open Home, and from Portfolio Management, select Portfolio Dashboard and click the Investment Analysis tab.
Each donut segment reflects the percentage of investments approved and unapproved. Mouse over a donut slice to display the total number of investments that are approved and unapproved.
This portlet is based on the Portfolio Investment Provider. Fields included in the system provider are available to this portlet and may be added through the configure option. For more information, see the Personalizing CA Clarity PPM User Guide.
Use the portlets on the Capital and Operating tab to see total, capital, and operating cost amounts for each portfolio. The cost amounts include target, planned, and actual costs.
To access this page, open Home, and from Portfolio Management, select Portfolio Dashboard and click the Capital and Operating tab.
The target amounts reflect the amounts entered in the properties or targets tab of each portfolio. The planned and actual amounts are the planned and actual amounts of the investments in the portfolio.
See the How to Create a Portfolio of Investments scenario for more information.
This Capital and Operating tab consists of the following portlets:
Use the page-level filter to filter all portlets at once by manager, stakeholder, and above waterline. By default, the amounts shown in the portlets represent investment amounts that are above the waterline within the portfolios. To view below the waterline amounts or all investment amounts, change the Above Waterline drop-down on the portfolio page-level filter.
The Portfolio Capital and Operating Costs portlet displays an area graph showing the planned total, capital, and operating cost of each portfolio. Use this portlet to gain visibility into the portion of planned cost that is capital and operating for investments in the portfolio. The portlet filters include: Portfolio (multi-select), OBS Unit, Portfolio Plan Type, Managers (multi-select), Stakeholders (multi-select), Above Waterline, and Active. By default, the Portfolio Plan Type filter is set to Portfolio. This means that the amounts displayed in the portlet are the portfolio amounts as of the last sync. If you set the Portfolio Plan Type filter to Plan of Record, then the amounts are based on the portfolio plan marked as the plan of record. You must have a plan of record on the portfolio for it to appear in the portlet if you select this filter option.
To access this portlet, open Home, and from Portfolio Management, select Portfolio Dashboard and click the Capital and Operating tab.
The values on the Y-axis display the investment planned total cost, planned capital cost and planned operating cost amounts. Click one of the points in the area graph to open the portfolio waterlines page. Click a legend label to hide areas in the graph.
This portlet is based on the Portfolio Provider. Fields included in the system provider are available to this portlet and may be added through the configure option. For more information, see the Personalizing CA Clarity PPM User Guide.
The Portfolio Capital and Operating Cost Analysis portlet displays total, capital, and operating cost amounts for each portfolio. The cost amounts include target, planned, and actual cost. The portlet also displays variance amounts, comparing target to planned cost amounts. The portlet filters include: Portfolio (multi-select), OBS Unit, Portfolio Plan Type, Managers (multi-select), Stakeholders (multi-select), Above Waterline, and Active. By default, the Portfolio Plan Type filter is set to Portfolio. This means that the amounts displayed in the portlet are the portfolio amounts as of the last sync. If you set the Portfolio Plan Type filter to Plan of Record, then the amounts are based on the portfolio plan marked as the plan of record. You must have a plan of record on the portfolio for it to appear in the portlet if you select this filter option.
To access this portlet, open Home, and from Portfolio Management, select Portfolio Dashboard and click the Capital and Operating tab.
The following fields appear on this portlet:
Displays the portfolio name. Click a portfolio name to go to the portfolio properties page.
Click this icon to open the portfolio targets page.
Click this icon to open the portfolio waterlines page.
Displays the start date of the portfolio planning horizon. If the Portfolio Plan Type filter is set to Portfolio, then this is the portfolio start date. If the Portfolio Plan Type filter is set to Plan of Record, then this is the plan start date for the portfolio plan designated as the plan of record.
Displays the finish date of the portfolio planning horizon. If the Portfolio Plan Type filter is set to Portfolio, then this is the portfolio finish date. If the Portfolio Plan Type filter is set to Plan of Record, then this is the plan finish date for the portfolio plan designated as the plan of record.
Displays the target total cost of the portfolio.
Displays the planned cost of the portfolio investments within the portfolio planning horizon.
Displays the actual cost posted to the portfolio investments within the portfolio planning horizon.
Displays the difference between the target cost and planned cost values. A negative variance value indicates the portfolio investment planned cost exceeds the target cost amounts.
Displays the target capital cost of the portfolio.
Displays the planned capital cost of the portfolio investments within the portfolio planning horizon.
Displays the actual capital cost posted to the portfolio investments within the portfolio planning horizon.
Displays the difference between the target capital cost and planned capital cost values. A negative variance value indicates the portfolio investment planned capital cost exceeds the target capital cost amount.
Displays the overall target operating cost of the portfolio.
Displays the planned operating cost of the portfolio investments within the portfolio planning horizon.
Displays the actual operating cost posted to the portfolio investments within the portfolio planning horizon.
Displays the difference between the target operating cost and planned operating cost values. A negative variance value indicates the portfolio investment planned operating cost exceeds the target operating cost amount.
This portlet is based on the Portfolio Provider. Fields included in the system provider are available to this portlet and may be added through the configure option. For more information, see the Personalizing CA Clarity PPM User Guide.
Use the PMO-Portfolio Investment Dashboard page to view a series of tabs with portlets that you can use to plan and monitor the execution of a portfolio.
Portfolio planning and analysis occur within the portfolio planning horizon, which is the time window between the portfolio start and finish dates. If a plan is selected, then the portfolio planning horizon is the time window between the plan start and finish dates.
This dashboard page shows portfolio investment amounts that are above the waterline in the portfolio. Investments are considered above the waterline if they are ranked, via ranking rules or manual ranking, above the waterline as determined by the primary constraint or manually setting the waterline in the portfolio.
This page includes the following tabs:
You can select the PMO-Portfolio Investment Dashboard page from the settings properties page of the portfolio.
To select a dashboard view
The list page appears.
The portfolio properties page appears.
The settings page appears.
The selected dashboard view appears.
Use the portlets on the Analysis tab to see the planned cost and role demand for above the waterline versus below the waterline investments in a portfolio. The investment planned, actual, and remaining cost and role amounts are displayed on this tab.
The amounts that display in the portlets are portfolio amounts unless a plan is selected. If a plan is selected in the plan pull-down menu, then the amounts in the portlets are based on the portfolio plan. The role amounts display in hours or FTE determined by the Capacity Unit Type field on the portfolio properties.
See the How to Create a Portfolio of Investments scenario for more information.
Follow these steps to access this page:
The list page appears.
The portfolio properties page appears.
The Analysis tab consists of the following portlets:
You can also configure the page to display the Planned Cost by Goal Portlet and the Role Demand by Goal Portlet portlets.
Use the page-level filter to filter all portlets at once by above waterline. By default, the amounts shown in the portlets represent investment amounts that are above the waterline within the portfolio. To view below the waterline amounts or all investment amounts in the portfolio, change the Above Waterline drop-down on the page-level filter. The exception is the following two pie graphs, which are not filtered by the Above Waterline page-level filter: Planned Cost by Waterline and Role Demand by Waterline. These portlets are a comparison between above and below the waterline investments so the filter option to display only above or only below the waterline does not apply to them.
The Planned Cost by Waterline portlet is a pie graph showing the planned cost of investments above and below the waterline in a portfolio. The portlet filters include: Investment Type, Approved, and Active.
To view this portlet, open a portfolio and click the Analysis tab.
This portlet is based on the Portfolio Investment Provider. Fields included in the system provider are available to this portlet and may be added through the configure option. For more information, see the Personalizing CA Clarity PPM User Guide.
The Role Demand by Waterline portlet is a pie graph showing the role demand of investments above and below the waterline in a portfolio. The portlet filters include: Investment Type, Approved, and Active.
To view this portlet, open a portfolio and click the Analysis tab.
This portlet is based on the Portfolio Investment Provider. Fields included in the system provider are available to this portlet and may be added through the configure option. For more information, see the Personalizing CA Clarity PPM User Guide.
The Investment Cost and Role Demand portlet displays planned, actual, and remaining cost and role demand amounts for investments included in a portfolio. Use this portlet to view the list of investments that are above the waterline, their risk and how they align from a goal and a business alignment perspective. The portlet filters include: Investment Name, Investment ID, Manager, Goal, Investment Type, Above Waterline, Approved, and Active.
To view this portlet, open a portfolio and click the Analysis tab.
The following fields display on the portlet:
Displays the name of the investment. Click an investment name to view the portfolio investment properties for that investment. The portfolio investment properties page shows all attributes that are copied from the investment when the portfolio contents are synchronized. It gives visibility into the state of the investment at the point in time when it was last synchronized.
Displays the goal of the investment.
Values: Cost Avoidance, Cost Reduction, Grow the Business, Infrastructure Improvement, or Maintain the Business.
Displays the stage in the investment lifecycle as a progress bar. The gray squares indicate completed stages and the current stage is a colored square with the color determined by the Business Alignment of the investment.
Displays how well the investment aligns to the organization business goal. The higher the business alignment value is, the stronger the alignment.
Stoplights:
Displays a stoplight based on the investment risk score. The investment risk score determines the color of the stoplight.
Stoplights:
Displays the planned cost of the investment within the portfolio planning horizon.
Displays the actual cost posted to the investment within the portfolio planning horizon.
Displays the difference between the planned cost and the actual cost.
Displays the role allocation demand from the investment team for roles included in the portfolio and other roles allocated to portfolio investments within the portfolio horizon.
Displays the role actuals posted to the investment within the portfolio planning horizon.
Displays the difference between the role demand and the role actuals.
The following aggregate amounts are provided for the portfolio at the bottom of the portlet:
Displays the total planned cost, actual cost, remaining cost, role demand, role actuals, and role remaining for investments within the portfolio horizon.
Displays the distributed target total cost in the planned cost column and the distributed target overall role amounts in the role demand column.
Displays the difference between the distributed target and investment total values. A negative variance value indicates the investment totals exceed the portfolio distributed target amounts.
This portlet is based on the Portfolio Investment Provider. Fields included in the system provider are available to this portlet and may be added through the configure option. For more information, see the Personalizing CA Clarity PPM User Guide.
The Planned Cost by Goal portlet is a pie graph showing the planned cost of investments in a portfolio, grouped by goal. Each pie slice reflects the percentage of the planned cost amount distributed by goal. Mouse over a pie slice to display the total planned cost amount for a goal. The portlet filters include: Investment Type, Above Waterline, Approved, and Active.
To view this portlet, open a portfolio and click the Analysis tab. Personalize the Analysis tab to include the Planned Cost by Goal portlet. After adding the portlet to the tab content, make sure the Above Waterline filter attribute is mapped to the Above Waterline mapping field in the Page Filters tab. For more information, see the Personalizing CA Clarity PPM User Guide.
This portlet is based on the Portfolio Investment Provider. Fields included in the system provider are available to this portlet and may be added through the configure option. For more information, see the Personalizing CA Clarity PPM User Guide.
The Role Demand by Goal portlet is a pie graph showing the role demand of investments in a portfolio, grouped by goal. Each pie slice reflects the percentage of the role demand amount distributed by goal. Mouse over a pie slice to display the total role demand amount for a goal. The portlet filters include: Investment Type, Above Waterline, Approved, and Active.
To view this portlet, open a portfolio and click the Analysis tab. Personalize the Analysis tab to include the Role Demand by Goal portlet. After adding the portlet to the tab content, make sure the Above Waterline filter attribute is mapped to the Above Waterline mapping field in the Page Filters tab. For more information, see the Personalizing CA Clarity PPM User Guide.
This portlet is based on the Portfolio Investment Provider. Fields included in the system provider are available to this portlet and may be added through the configure option. For more information, see the Personalizing CA Clarity PPM User Guide.
Use the portlets on the Capacity tab to view the investment schedule and role capacity versus demand, across investments in a portfolio. The role demand of the portfolio investments is compared to the role target capacity for the portfolio or portfolio plan.
The amounts that display in the portlets are portfolio amounts unless a plan is selected. If a plan is selected in the plan pull-down, then the amounts in the portlets are based on the portfolio plan. The role amounts display in hours or FTE determined by the Capacity Unit Type field on the portfolio properties.
See the How to Create a Portfolio of Investments scenario for more information.
Follow these steps to access this page:
The list page appears.
The portfolio properties page appears.
The portfolio capacity tab appears.
The Capacity tab consists of the following portlets:
If you prefer to view the portlet as a histogram instead of numeric values, you can configure the page to display the Role Capacity and Demand Histogram portlet.
Use the page-level filter to filter all portlets at once by above waterline. By default, the amounts shown in the portlets represent investment amounts that are above the waterline within the portfolio. To view below the waterline amounts or all investment amounts in the portfolio, change the Above Waterline drop-down on the page-level filter.
The Investment Schedule portlet displays the schedule, planned cost, and role demand for investments in a portfolio. Use this portlet to view the list of portfolio investments and compare their schedules. The portlet filters include: Investment Name, Investment ID, Manager, Start, Investment Type, Above Waterline, Approved, and Active.
To view this portlet, open a portfolio and click the Capacity tab.
The following fields display on the portlet:
Displays the name of the investment. Click an investment name to view the portfolio investment properties for that investment. The portfolio investment properties page shows all attributes that are copied from the investment when the portfolio contents are synchronized. It gives visibility into the state of the investment at the point in time when it was synchronized.
Click this icon to open the Role Demand tab of the portfolio investment properties page. The Role Demand tab shows the team roles that are loaded from the investment into the portfolio when the portfolio contents are synchronized. It includes demand and posted actuals for the roles. Any roles that have not been included in the portfolio planning on the Targets tab, are included as part of the Other Roles category.
Displays a check mark if the status of the investment is Approved.
Displays the start date of the investment.
Displays the finish date of the investment.
Displays the planned cost of the investment within the portfolio planning horizon.
Displays the role allocation demand from the investment team for roles included in the portfolio and other roles allocated to portfolio investments within the portfolio horizon.
Displays the investment schedule, based on the investment start date and finish date.
The following aggregates are provided for the investments at the bottom of the page:
Displays the total planned cost and role demand for investments within the portfolio horizon.
Displays the distributed target total cost in the planned cost column and the distributed target overall role amount in the role demand column.
Displays the difference between the distributed target and investment total values. A negative variance value indicates the investment totals exceed the portfolio distributed target amounts.
This portlet is based on the Portfolio Investment Provider. Fields included in the system provider are available to this portlet and may be added through the configure option. For more information, see the Personalizing CA Clarity PPM User Guide.
The Role Capacity and Demand portlet displays distributed target capacity and role demand by month, and in total, for investments in a portfolio. This portlet lists portfolio roles from the Targets tab and unplanned roles, referred to as Other Roles, which are allocated to portfolio investments but not included in targets. The portlet filters include: Role (multi-select), Above Waterline, and Exclude Other Roles. The Exclude Other Roles filter option can be used to remove Other Roles from displaying in the list.
To view this portlet, open a portfolio and click the Capacity tab.
The following fields display on the portlet:
Displays the roles included in the portfolio and other roles allocated to portfolio investments.
Displays the distributed target capacity of each role included in the portfolio and other roles allocated to portfolio investments within the portfolio horizon.
Displays the role demand of each role included in the portfolio and other roles allocated to portfolio investments within the portfolio horizon.
Displays the difference between the distributed target capacity and the role demand amounts.
Displays the distributed target capacity by month of each role included in the portfolio and other roles allocated to portfolio investments.
Displays the demand by month of each role included in the portfolio and other roles allocated to portfolio investments.
Displays the difference between monthly capacity and demand amounts. A negative variance value indicates that the demand exceeds the capacity.
The following aggregate amounts appear at the bottom of the portlet:
Displays the sum of distributed target capacity, in total and by month, for the roles included in the portfolio and other roles allocated to portfolio investments.
Displays the sum of role demand, in total and by month, for the roles included in the portfolio and other roles allocated to portfolio investments.
Displays the difference between capacity and demand amounts, in total and by month. A negative variance value indicates that the demand exceeds the capacity.
This portlet is based on the Portfolio Role Capacity and Demand provider. Fields included in the system provider are available to this portlet and may be added through the configure option. For more information, see the Personalizing CA Clarity PPM User Guide.
If you prefer to view the portlet as a histogram instead of numeric values, you can configure the page to display the Role Capacity and Demand Histogram portlet.
The Role Capacity and Demand Histogram portlet displays a histogram of distributed target capacity and role demand by month, and in total, for investments in a portfolio. This portlet lists portfolio roles from the Targets tab and unplanned roles, referred to as Other Roles, which are allocated to portfolio investments but not included in targets. The portlet filters include: Role (multi-select), Above Waterline, and Exclude Other Roles. The Exclude Other Roles filter option can be used to remove Other Roles from displaying in the list.
The histogram displays the demand of each role in a portfolio and the distributed target capacity threshold on a monthly basis. The yellow columns represent the demand for a role included in the portfolio or other roles allocated to portfolio investments. The red columns represent the amount that exceeds the distributed target capacity threshold.
To view this portlet, open a portfolio and click the Capacity tab. Personalize the Capacity tab to include the Role Capacity and Demand Histogram portlet. After adding the portlet to the tab content, make sure the Above Waterline filter attribute is mapped to the Above Waterline mapping field in the Page Filters tab. For more information, see the Personalizing CA Clarity PPM User Guide.
The portlet displays the following fields:
Displays the roles included in the portfolio and other roles allocated to portfolio investments.
Displays the distributed target capacity of each role included in the portfolio and other roles allocated to portfolio investments within the portfolio horizon.
Displays the role demand of each role included in the portfolio and other roles allocated to portfolio investments within the portfolio horizon.
Displays the difference between the distributed target capacity and the role demand amounts.
Displays the distributed target capacity and demand histogram by month for each role included in the portfolio and other roles allocated to portfolio investments.
The following aggregate amounts appear at the bottom of the portlet:
Displays the sum of distributed target capacity, in total and by month, for the roles included in the portfolio and other roles allocated to portfolio investments.
Displays the sum of role demand, in total and by month, for the roles included in the portfolio and other roles allocated to portfolio investments.
Displays the difference between capacity and demand amounts, in total and by month. A negative variance value indicates that the demand exceeds the capacity.
This portlet is based on the Portfolio Role Capacity and Demand provider. Fields included in the system provider are available to this portlet and may be added through the configure option. For more information, see the Personalizing CA Clarity PPM User Guide.
Use the portlets on the Financials tab to perform financial planning by period, analyze capital and operational costs, review budget versus forecast, and view financial metrics for investments in a portfolio.
The amounts that display in the portlets are portfolio amounts unless a plan is selected. If a plan is selected in the plan pull-down, then the amounts in the portlets are based on the portfolio plan. The role amounts display in hours or FTE determined by the Capacity Unit Type field on the portfolio properties.
See the How to Create a Portfolio of Investments scenario for more information.
To view data in the portlets, that display capital and operating amounts, you must enter capital and operating costs in your portfolio and portfolio investments. If using cost plans, you must verify that the cost plans are grouped by the cost type attribute. For more information about how to set up cost types, see the Financial Management User Guide.
Follow these steps to access the page:
The list page appears.
The portfolio properties page appears.
The portfolio financials tab appears.
This Financials tab includes the following portlets:
Use the page-level filter to filter all portlets at once by above waterline. By default, the amounts shown in the portlets represent investment amounts that are above the waterline within the portfolio. To view below the waterline amounts or all investment amounts in the portfolio, change the Above Waterline drop-down on the page-level filter.
The Investment Planning by Period portlet is for editing the planned capital cost, planned operating cost, and planned benefit amounts by period for investments in a portfolio. Use this portlet to change planned cost, planned benefit, and role demand amounts in portfolio plans. The portlet filters include: Investment Name, Investment ID, Manager, Investment Type, Above Waterline, Approved, and Active.
To view this portlet, open the portfolio and click the Financials tab. If the page is maximized to display only one portlet at a time, select Investment Planning by Period from the portlet drop-down.
The following fields display on the portlet:
Displays the name of the investment. Click an investment name to view the portfolio investment properties for that investment. The portfolio investment properties page shows all attributes that are copied from the investment when the portfolio contents are synchronized. It gives visibility into the state of the investment at the point in time when it was synchronized.
Click this icon to open the Role Demand tab of the portfolio investment properties page. If you select a plan, the demand amounts by period are editable on this tab. The Role Demand tab shows the team roles that are loaded from the investment into the portfolio when the portfolio contents are synchronized. It includes demand and posted actuals for the roles. Any roles that have not been included in the portfolio planning, are included as part of the Other Roles category.
Displays the role allocation demand from the investment team for roles included in the portfolio and other roles allocated to the investment within the portfolio horizon.
Displays the planned cost of the investment within the portfolio planning horizon.
Displays the planned capital cost of the investment within the portfolio planning horizon.
Displays the planned operating cost of the investment within the portfolio planning horizon.
Displays the planned benefit of the investment within the portfolio planning horizon.
Displays the total role demand by period for the roles included in the portfolio and other roles allocated to the investment, including values outside the portfolio planning horizon.
Displays the total planned cost by period of the investment, including values outside the portfolio planning horizon.
Displays the total planned capital cost by period of the investment, including values outside the portfolio planning horizon.
Displays the total planned operating cost by period of the investment, including values outside the portfolio planning horizon.
Displays the total planned benefit by period of the investment, including values outside the portfolio planning horizon.
The following aggregate amounts are provided for the portfolio at the bottom of the portlet:
Displays the sum of role demand, in total and by period, for the roles included in the portfolio and other roles allocated to the portfolio investments.
Displays the sum of planned cost, in total and by period for the portfolio investments.
Displays the sum of planned capital cost, in total and by period, for the portfolio investments.
Displays the sum of planned operating cost, in total and by period, for the portfolio investments.
Displays the total planned benefit and the total benefit by period for the portfolio investments.
This portlet is based on the Portfolio Investment Financial Performance provider. Fields included in the system provider are available to this portlet and may be added through the configure option. For more information, see the Personalizing CA Clarity PPM User Guide.
The Investment Planning by Period portlet displays planned, actual, remaining, and forecast costs for investments in a portfolio. The amounts are displayed in total and by period. The portlet filters include: Investment Name, Investment ID, Manager, Forecast As Of Date, Investment Type, Above Waterline, Approved, and Active. The Forecast As of Date filter in the portlet is used to calculate Actual and Forecast Remaining amounts. It is also used to calculate amounts that reference Actual and Forecast Remaining amounts in their calculations.
To view this portlet, open the portfolio and click the Financials tab. If the page is maximized to display only one portlet at a time, select Investment Planning by Period from the portlet drop-down.
The following fields display on the portlet:
Displays the name of the investment. Click an investment name to view the portfolio investment properties for that investment. The portfolio investment properties page shows all attributes that are copied from the investment when the portfolio contents are synchronized. It gives visibility into the state of the investment at the point in time when it was synchronized.
Displays the planned cost of the investment within the portfolio planning horizon.
Displays the actual cost posted to the investment within the portfolio planning horizon. If a date is entered in the Forecast As Of Date filter, then the actual cost includes only posted transactions that have a transaction date on or before the Forecast As Of Date.
Displays the difference between the planned cost and the actual cost.
Displays the forecast cost of the investment within the portfolio planning horizon. The forecast cost is the sum of actual cost and forecast cost remaining. If a date is entered in the Forecast As Of Date filter, then the actual cost includes only posted transactions that have a transaction date on or before the Forecast As Of Date. The forecast cost remaining includes only planned cost amounts for dates after the Forecast As Of Date. In summary, forecast cost is actual cost plus forecast cost remaining where actual cost includes amounts thru the Forecast As Of Date and forecast cost remaining includes amounts after the Forecast As Of Date.
Displays the planned cost by period of the investment, including values outside the portfolio planning horizon.
Displays the actual cost by period of the investment, including values outside the portfolio planning horizon. If a date is entered in the Forecast As Of Date filter, then the actual cost includes only posted transactions that have a transaction date on or before the Forecast As Of Date.
Displays the difference between the planned cost and the actual cost by period.
Displays the forecast cost by period of the investment, including values outside the portfolio planning horizon. The forecast cost is the sum of actual cost and forecast cost remaining. If a date is entered in the Forecast As Of Date filter, then the actual cost includes only posted transactions that have a transaction date on or before the Forecast As Of Date. The forecast cost remaining includes only planned cost amounts for dates after the Forecast As Of Date. In summary, forecast cost is actual cost plus forecast cost remaining where actual cost includes amounts thru the Forecast As Of Date and forecast cost remaining includes amounts after the Forecast As Of Date.
The following aggregate amounts are provided for the portfolio at the bottom of the portlet:
Displays the sum of planned cost in total and by period, for the portfolio investments.
Displays the sum of actual cost, in total and by period, for the portfolio investments.
Displays the difference between planned cost and actual cost . A negative variance value indicates the actual cost exceeds the planned cost.
Displays the sum of forecast cost, in total and by period, for the portfolio investments.
This portlet is based on the Portfolio Investment Financial Performance provider. Fields included in the system provider are available to this portlet and may be added through the configure option. For more information, see the Personalizing CA Clarity PPM User Guide.
The Investment Financial Summary portlet displays financial amounts and metrics, including NPV and ROI, for investments in a portfolio. The portlet filters include: Investment Name, Investment ID, Manager, Investment Type, Above Waterline, Approved, and Active.
To view this portlet, open the portfolio and click the Financials tab. If the page is maximized to display only one portlet at a time, select Investment Financial Summary from the portlet drop-down.
The following fields display on the portlet:
Displays the name of the investment. Click an investment name to view the portfolio investment properties for that investment. The portfolio investment properties page shows all attributes that are copied from the investment when the portfolio contents are synchronized. It gives visibility into the state of the investment at the point in time when it was synchronized.
Displays the planned benefit of the investment within the portfolio planning horizon.
Displays the planned cost of the investment within the portfolio planning horizon.
Displays the actual cost posted to the investment within the portfolio planning horizon.
Displays the difference between the planned cost and the actual cost.
Displays the net present value of the investment by calculating the total cost of capital and a series of future payments and income.
Source: Portfolio Investment Properties
Displays the ratio of money gained or lost on this investment relative to the amount of money invested.
Source: Portfolio Investment Properties
Displays the Internal Rate of Return or the discount rate used to achieve zero NPV for an investment.
Source: Portfolio Investment Properties
Displays the Modified Internal Rate of Return or the rate used to measure the attractiveness of the investment.
Source: Portfolio Investment Properties
Displays the number of periods (in months) needed for the sum of the expected cash flows to equal the initial cash outlay for the investment.
Source: Portfolio Investment Properties
Displays the date when the expected cash flow equals the cash outlay for the investment. The breakeven date matches with the payback period.
Source: Portfolio Investment Properties
The following aggregate amounts are provided for the portfolio at the bottom of the portlet:
Displays the total planned benefit, planned cost, actual cost, remaining cost, and planned NPV for investments within the portfolio horizon.
Displays the distributed target benefit in the planned benefit column and the distributed target total cost in the planned cost column.
Displays the difference between the distributed target and investment total values. A negative variance value indicates the investment totals exceed the portfolio distributed target amounts.
This portlet is based on the Portfolio Investment Financial Performance provider. Fields included in the system provider are available to this portlet and may be added through the configure option. For more information, see the Personalizing CA Clarity PPM User Guide.
The Capital and Operating Cost Summary portlet displays planned and actual cost amounts in total and separated into capital and operating. The amounts are displayed as horizon amounts within the portfolio start and finish dates and total amounts, independent of the portfolio start and finish dates. The portlet filters include: Investment Name, Investment ID, Manager, Investment Type, Above Waterline, Approved, and Active.
To view this portlet, open the portfolio and click the Financials tab. If the page is maximized to display only one portlet at a time, select Capital and Operating Cost Summary from the portlet drop-down.
The following fields display on the portlet:
Displays the name of the investment. Click an investment name to view the portfolio investment properties for that investment. The portfolio investment properties page shows all attributes that are copied from the investment when the portfolio contents are synchronized. It gives visibility into the state of the investment at the point in time when it was synchronized.
Displays the planned cost of the investment within the portfolio planning horizon.
Displays the planned cost of the investment including values outside the portfolio planning horizon.
Displays the actual cost posted to the investment within the portfolio planning horizon.
Displays the actual cost posted to the investment including values outside the portfolio planning horizon.
Displays the planned capital cost of the investment within the portfolio planning horizon.
Displays the planned capital cost of the investment including values outside the portfolio planning horizon.
Displays the actual capital cost posted to the investment within the portfolio planning horizon.
Displays the actual capital cost posted to the investment including values outside the portfolio planning horizon.
Displays the planned operating cost of the investment within the portfolio planning horizon.
Displays the planned operating cost of the investment including values outside the portfolio planning horizon.
Displays the actual operating cost posted to the investment within the portfolio planning horizon.
Displays the actual operating cost posted to the investment including values outside the portfolio planning horizon.
The following aggregate amounts are provided for the portfolio at the bottom of the portlet:
Displays the total planned cost, planned (total), actual cost, actual (total), capital planned, capital planned (total), capital actual, capital actual (total), operating planned, operating planned (total), operating actual, and operating actual (total) for investments in the portfolio.
Displays the distributed target total cost, distributed target total cost (total), distributed target capital cost, distributed target capital cost (total), distributed target operating cost, and distributed target operating cost (total).
Displays the difference between the distributed target and investment total values. A negative variance value indicates the investment totals exceed the portfolio distributed target amounts.
This portlet is based on the Portfolio Investment Financial Performance provider. Fields included in the system provider are available to this portlet and may be added through the configure option. For more information, see the Personalizing CA Clarity PPM User Guide.
The Capital and Operating Budget vs. Forecast portlet displays budget, actual, forecast, and variance cost amounts for investments in a portfolio. The amounts are in total and separated into capital and operating. Use this portlet to compare budget to forecast capital and operating costs of the portfolio investments. The portlet filters include: Investment Name, Investment ID, Manager, Forecast As Of Date, Investment Type, Above Waterline, Approved, and Active.
To view this portlet, open the portfolio and click the Financials tab. If the page is maximized to display only one portlet at a time, select Capital and Operating Budget vs. Forecast from the portlet drop-down.
The following fields display on the portlet:
Displays the name of the investment. Click an investment name to view the portfolio investment properties for that investment. The portfolio investment properties page shows all attributes that are copied from the investment when the portfolio contents are synchronized. It gives visibility into the state of the investment at the point in time when it was synchronized.
Displays the budgeted cost for the current approved budget, or financial summary amount, which is the total of the Budgeted Capital and Operating cost amounts within the portfolio planning horizon.
Displays the budgeted capital cost for the current approved budget, or financial summary amount, within the portfolio planning horizon.
Displays the budgeted operating cost for the current approved budget, or financial summary amount, within the portfolio planning horizon.
Displays the actual cost posted to the investment within the portfolio planning horizon. If a date is entered in the Forecast As Of Date filter, then the actual cost includes only posted transactions that have a transaction date on or before the Forecast As Of Date.
Displays the actual capital cost posted to the investment within the portfolio planning horizon. If a date is entered in the Forecast As Of Date filter, then the actual capital cost includes only posted transactions that have a transaction date on or before the Forecast As Of Date.
Displays the actual operating cost posted to the investment within the portfolio planning horizon. If a date is entered in the Forecast As Of Date filter, then the actual operating cost includes only posted transactions that have a transaction date on or before the Forecast As Of Date.
Displays the forecast cost of the investment within the portfolio planning horizon. The forecast cost is the sum of actual cost and forecast cost remaining. If a date is entered in the Forecast As Of Date filter, then the actual cost includes only posted transactions that have a transaction date on or before the Forecast As Of Date. The forecast cost remaining includes only planned cost amounts for dates after the Forecast As Of Date. In summary, forecast cost is actual cost plus forecast cost remaining where actual cost includes amounts thru the Forecast As Of Date and forecast cost remaining includes amounts after the Forecast As Of Date.
Displays the forecast capital cost of the investment within the portfolio planning horizon. The forecast capital cost is the sum of actual capital cost and forecast capital cost remaining. If a date is entered in the Forecast As Of Date filter, then the actual capital cost includes only posted transactions that have a transaction date on or before the Forecast As Of Date. The forecast capital cost remaining includes only planned capital cost amounts for dates after the Forecast As Of Date. In summary, forecast capital cost is actual capital cost plus forecast capital cost remaining where actual capital cost includes amounts thru the Forecast As Of Date and forecast capital cost remaining includes amounts after the Forecast As Of Date.
Displays the forecast operating cost of the investment within the portfolio planning horizon. The forecast operating cost is the sum of actual operating cost and forecast operating cost remaining. If a date is entered in the Forecast As Of Date filter, then the actual operating cost includes only posted transactions that have a transaction date on or before the Forecast As Of Date. The forecast operating cost remaining includes only planned operating cost amounts for dates after the Forecast As Of Date. In summary, forecast operating cost is actual operating cost plus forecast operating cost remaining where actual operating cost includes amounts thru the Forecast As Of Date and forecast operating cost remaining includes amounts after the Forecast As Of Date.
Displays the difference between the Budgeted Cost and Forecast Cost amounts. A negative variance value indicates that the forecast cost exceeds the budget cost.
Displays the difference between the Budgeted Capital Cost and Forecast Capital Cost amounts. A negative variance value indicates that the capital forecast cost exceeds the budgeted capital cost.
Displays the difference between the Budgeted Operating Cost and Forecast Operating Cost amounts. A negative variance value indicates that the forecast operating cost exceeds the budgeted operating cost.
The following aggregate amounts are provided for the portfolio at the bottom of the portlet:
Displays the total budgeted cost, budgeted capital cost, budgeted operating cost, actual cost, actual capital cost, actual operating cost, forecast cost, forecast capital cost, forecast operating cost, budget to forecast cost variance, budget to forecast capital cost variance, and budget to forecast operating cost variance amounts for investments within the portfolio horizon.
This portlet is based on the Portfolio Investment Financial Performance provider. Fields included in the system provider are available to this portlet and may be added through the configure option. For more information, see the Personalizing CA Clarity PPM User Guide.
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