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.
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