Viewing Capital Expense Data in Your Portfolio

Users of Portfolio Management can use SOP 98-1 functionality to view their capital exposure (the total amount of capital expense to date for all currently open projects) using certain portlets delivered with Portfolio Management that become available for use once SOP 98-1 tracking has been enabled. These portlets are designed to display and highlight capital exposure information for your portfolio.

Total Exposure Portlet

The Total Exposure portlet displays a pie chart of all the projects in your portfolio with capital expenses, sliced by Project Health.

This portlet can be filtered according to the criteria described in Table 6-2. Total Exposure portlet filter fields.

Table 6-2. Total Exposure portlet filter fields

Field Name

Description

Project Name

Filters for the projects you specify

Project Manager

Filters for projects with the managers you specify

Business Objective

Filters for projects with the business objectives you specify

Project Status

Filters for projects with the statuses you specify

Project Health

Filters for projects with the healths you specify

Start Date From

Filters for projects starting after the date you specify

Start Date To

Filters for projects starting before the date you specify

Complete Date From

Filters for projects finishing after the date you specify

Complete Date To

Filters for projects finishing before the date you specify

Min Planned Capital

Filters for projects with at least the minimum planned capital expenses you specify

Min Carrying Value

Filters for projects with at least the minimum actual capital expenses you specify

Min Planned Cost

Filters for projects with at least the minimum planned cost you specify

Min Actual Cost

Filters for projects with at least the minimum actual cost you specify

Impairment Risks Portlet

The Impairment Risks portlet is a pie chart that drills down from any one of the pie slices in the Total Exposure portlet. The Impairment Risks portlet's pie slices correspond to the capital expenses of each project that makes up the slice selected from the Total Exposure portlet.

This portlet can be filtered according to the criteria described in Table 6-3. Impairment Risks portlet filter fields.

Table 6-3. Impairment Risks portlet filter fields

Field Name

Description

Project Name

Filters for the projects you specify

Project Manager

Filters for projects with the managers you specify

Business Objective

Filters for projects with the business objectives you specify

Project Status

Filters for projects with the statuses you specify

Project Health

Filters for projects with the healths you specify

Start Date From

Filters for projects starting after the date you specify

Start Date To

Filters for projects starting before the date you specify

Complete Date From

Filters for projects finishing after the date you specify

Complete Date To

Filters for projects finishing before the date you specify

Min Planned Capital

Filters for projects with at least the minimum planned capital expenses you specify

Min Carrying Value

Filters for projects with at least the minimum actual capital expenses you specify

Min Planned Cost

Filters for projects with at least the minimum planned cost you specify

Min Actual Cost

Filters for projects with at least the minimum actual cost you specify

Capitalized Project Timelines Portlet

The Capitalized Project Timelines portlet displays a Gantt chart showing the timelines of all capitalized projects in the portfolio by default.

This portlet can be filtered according to the criteria described in Table 6-4. Capitalized project Timelines portlet filter fields.

Table 6-4. Capitalized project Timelines portlet filter fields

Field Name

Description

Project Name

Filters for the projects you specify

Project Manager

Filters for projects with the managers you specify

Business Objective

Filters for projects with the business objectives you specify

Project Status

Filters for projects with the statuses you specify

Project Health

Filters for projects with the healths you specify

Start Date From

Filters for projects starting after the date you specify

Start Date To

Filters for projects starting before the date you specify

Complete Date From

Filters for projects finishing after the date you specify

Complete Date To

Filters for projects finishing before the date you specify

Min Planned Capital

Filters for projects with at least the minimum planned capital expenses you specify

Min Carrying Value

Filters for projects with at least the minimum actual capital expenses you specify

Min Planned Cost

Filters for projects with at least the minimum planned cost you specify

Min Actual Cost

Filters for projects with at least the minimum actual cost you specify

Capitalized Project Breakdown

The Capitalized Project Breakdown portlet shows the capitalization information for all capitalized projects in the portfolio by default. The Remaining Capital Expenses column is calculated as follows:

Planned Capital Expenses – Carrying Value = Remaining Capital Expenses

This portlet can be filtered according to the criteria described in Table 6-5. Capitalized Project Breakdown portlet filter fields.

Table 6-5. Capitalized Project Breakdown portlet filter fields

Field Name

Description

Project Name

Filters for the projects you specify

Project Manager

Filters for projects with the managers you specify

Business Objective

Filters for projects with the business objectives you specify

Project Status

Filters for projects with the statuses you specify

Project Health

Filters for projects with the healths you specify

Start Date From

Filters for projects starting after the date you specify

Start Date To

Filters for projects starting before the date you specify

Complete Date From

Filters for projects finishing after the date you specify

Complete Date To

Filters for projects finishing before the date you specify

Min Planned Capital

Filters for projects with at least the minimum planned capital expenses you specify

Min Carrying Value

Filters for projects with at least the minimum actual capital expenses you specify

Min Planned Cost

Filters for projects with at least the minimum planned cost you specify

Min Actual Cost

Filters for projects with at least the minimum actual cost you specify