The Investment Financial Grid tab on the portfolio dashboard page displays all the investments that you have access to and the ones that match the filter settings that you selected.
The tab displays information about investments. The following fields require explanation.
Displays the name of the investment in the drop-down. Click an investment name to view the detailed properties for that investment.
Defines the goal of this project.
Values: Cost Avoidance, Cost Reduction, Grow the Business, Infrastructure Improvement, or Maintain the Business.
Displays how well the investment aligns to the organization’s business goal. The higher the value, the stronger the alignment. This metric is used in portfolio analysis when you use comparable business alignment criteria across all portfolio investments.
Risk
Displays a stoplight that helps you assess the risk of a project. The project total risk score determines the color of the stoplight, including:
Values:
Defines the amount of money available for investments in this project. This information is important when planning a portfolio because it helps you decide how much more money you need to spend on an investment.
Displays the actuals for the entire project (the sum of all actuals posted for the investment). Like Planned Cost, this information is important when planning a portfolio. Actual Cost helps you decide how much more money you need to spend on an investment.
Displays the difference between the planned costs and the actual costs.
Displays the total effort required to complete the investment tasks.
Displays the aggregated total actuals of all the resources and roles irrespective of their investment role for each investment.
Displays the aggregated total remaining allocation value for all resources and roles.
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