Master Portfolios is a snapshot portlet designed to display hierarchies of portfolios. A parent portfolio can be selected and different configurations of the children portfolios can be selected.
The following columns display on this portlet:
Displays the portfolio name. Click on the name to drill down to the portfolio scorecard page.
The planned cost of the portfolio.
The planned cost value of all investments in the portfolio.
Displays the variance subtracting the total cost of investments from the portfolio planned cost.
Displays the variance from the planned costs.
Total planned revenue for the portfolio.
The following portlet filters are available:
Click the browse icon to filter by portfolio name.
Click the browse icon to refine the filter to search by parent portfolio name.
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