Financial Summaries of Lifecycle Entities (Proposals, Projects, and Assets)

Figure 4-1. Example new financial summary for a lifecycle entity shows an example of a new financial summary that has just been created for a lifecycle entity. The financial summary has limited data, in the Statistics and Summary section only.

Figure 4-1. Example new financial summary for a lifecycle entity

Note: You might be able to view or edit only some sections of a financial summary, based on the configuration of your access grants and access rights for that financial summary. For more information, see Access Rights to View and Edit a Lifecycle Entity Financial Summary and Access Grants for Financial Summaries and Financial Data Tables.

Figure 4-2. Top part of example financial summary for a lifecycle entity and Figure 4-3. Bottom part of example financial summary for a lifecycle entity show the top and bottom parts of an example financial summary with meaningful data for the year 2012. Explanations of the financial summary in later sections refer to these figures.

Figure 4-2. Top part of example financial summary for a lifecycle entity

Figure 4-3. Bottom part of example financial summary for a lifecycle entity

As described in the Portfolio Management User’s Guide data from financial summaries of proposals, projects, and assets can be used in various ways to evaluate your portfolio.

The title of the financial summary page has the following format:

Financial Summary:<entity name>: <financial summary name>

The financial summary of a proposal, a project, or an asset (that is, a lifecycle entity) includes buttons, a Statistics section, a Summary section, a graph, and tables of cost and benefit data, as described in detail in the following sections.