PPM supplied self-service portlet data sources

This topic introduces the self-service portlet data sources provided by PPM.

Financial Costs data source

This section introduces the Financial Costs data source provided by PPM.

The Financial Costs data source provides financial costs related data. You can use this data source in the self-service portlet to display financial costs for projects, programs, portfolios, assets (in PPM 9.66 and later versions), and proposals (in PPM 9.66 and later versions).

You must have either of the following licenses to use this data source:

  • Demand Management license

  • Project Management license

  • Program Management license

  • Portfolio Management license

  • Configuration license

Financial Costs data source columns

The following table lists the columns in the Financial Costs data source. You can use these columns in the self-service portlet to display the financial costs for a desired entity.

Column Description
Base Actual Cost Select this column if you want the self-service portlet to include the entity's actual cost in the base currency.
Base Forecast Cost

Select this column if you want the self-service portlet to include the entity's forecast cost in the base currency.

Category

Select this column if you want to display cost category in the self-service portlet.

The cost category includes: Contractor, Employee, Hardware, Software, and Training.

Expense Type

Select this column if you want to display the cost expense type in the self-service portlet.

The expense type includes Operating and Capital.

Labor Type

Select this column if you want to display the cost labor type in the self-service portlet.

The labor type includes: Labor and Non-Labor.

Line ID

Select this column in the Pivot Mode of the Grid view, when you want to display multiple information for a cost line.

The Line ID combines in one column, the information of the following columns, in sequential order from left to right:

  1. Category

  2. Labor Type

  3. Expense Type

  4. Source

  5. User data

You can select which of the above information is included in the Line ID column by selecting the relevant columns.

Example: A cost line has the following properties:

  • Category: Employee

  • Labor Type: Labor

  • Expense Type: Capital

  • Source: Staffing Profile

  • User data: ABC

If you select these columns: Category, Labor Type, User data, and Line ID, the Line ID column displays: Employee, Labor, ABC

If you select these columns: Category, Labor Type, Expense Type, Source, and Line ID, the Line ID column displays: Employee, Labor, Capital, Staffing Profile

Local Actual Cost

Select this column if you want the self-service portlet to display the entity's actual cost in the local currency.

Local Forecast Cost

Select this column if you want the self-service portlet to display the entity's forecast cost in the local currency.

Month

Select this column if you want to display the financial costs by month in the self-service portlet.

Name

Select this column if you want to display the name of the entity and its contents (if any).

This enables you to view the financial costs of an entity's contents.

Quarter

Select this column if you want to display the financial costs by quarter in the self-service portlet.

Source

Select this column if you want to display the cost source in the self-service portlet.

The cost source is where the cost comes from: rolled up from staffing profiles, work plans, time sheets, or is manually added. For portfolios and programs, the cost can also be rolled up from their contents.

Type

Select this column if you want to display the entity type in the self-service portlet.

User data Select this column if you want to display the cost line user data in the self-service portlet.

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Portfolio Items data source

This section introduces the Portfolio Items data source provided by PPM.

The Portfolio Items data source provides portfolio backlog related data. You can use this data source in the self-service portlet to display portfolio information based on specific criteria, including strategic theme, status, health, and so on.

You must have the Portfolio Management license to use this data source.

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