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.
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