Configuring Your Portfolios › Configure the Waterlines View › Balance Portfolio Cost and Resource Constraints

Balance Portfolio Cost and Resource Constraints

To view the details of how your portfolio is doing for the planning horizon, display waterline aggregates for a specific portfolio constraint for a specific time period. For example, to view how the Planned Cost constraint is affecting the portfolio investments, select the constraint and view the following aggregation values:

• Above waterline
• Below waterline
• Distributed target
• Variance between distributed target and above waterline
• Negative variance values in red color

You can change the time scale to view a breakdown of the aggregation values by different time slices such as monthly or quarterly.

The aggregation details let you narrow down your issues so you can balance out the capacity for a given demand. For example, you can change the investment dates around to try to balance a negative variance in your planned cost in a given quarter.

The following conditions determine the behavior of the aggregation rows:

• The display settings of the Waterlines view. If you apply a filter to the view or you hide the Gantt chart, the aggregation rows do not appear.
• The changes that you make to the investment data in the Waterlines view. The aggregation rows synchronize with the changes you make to the view. For example, if you re-prioritize the investments list or you change the investment dates, the aggregation rows are recalculated to reflect these changes.
• The login status of the user. The portfolio constraint that you select to aggregate applies to only one login session. If you log out, the aggregates are not saved. To display the values again, reselect a portfolio constraint to aggregate.

Follow these steps:

1. Open Home and from Portfolio Management, click Portfolios.
2. Open the portfolio and click Waterlines.
3. Click the Aggregate constraint drop-down menu and select a portfolio constraint for which you want to view aggregated waterline values.

   The aggregation rows appear below the investments list and the Gantt chart.

4. To display the time-scaled aggregate numbers for each investment for a constraint, click Show Values on the toolbar.

   The aggregated numbers appear on top of the Gantt bars.