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# Portfolio financials

Portfolio managers can use the Financials tab of a portfolio to track and manage the portfolio's costs, benefits and budget.

Note: The Financials tab is available only when it is enabled. For details, see Set up portfolio tabs.

In this topic:

## Features of portfolio financials

From a portfolio's Financials tab, you can do the following:

- View cost line details
- Add costs to a portfolio
- Edit or delete cost lines
- View benefit line details
- Add benefit lines
- Edit or delete benefit lines
- Top-down budgeting: view, update, and allocate portfolio budget
- Bottom-up budgeting: view and update portfolio budget

## Financials UI elements

The following table describes the UI elements available in portfolio financials.

UI Element | Description
--- | ---
| Adds a cost, benefit, or budget line.
| Available only in the Cost and Benefit tabs. Deletes a cost or benefit line.
| Refreshes the data displayed in the tab.
| Available only in the Cost and Benefit tabs. Undoes an editing action.
| Available only in the Cost and Benefit tabs. Redoes an editing action.
| Time range. Filters data of a specific time range.
| Period type. Specifies how time is divided. Available only in the Cost and Benefit tabs. To change the period type, click the slider and select the preferred period type: year, quarter, or month.
| Available only in the Cost and Benefit tabs. Select to show forecasts only, actuals only, or both forecasts and actuals.
| Choose columns Select the columns you want to display. Drag the columns to change their position.
| Time period column width Adjusts the width of the time period columns.
| Groups the data displayed in the tab. To group the data: Click the Group button. In the Group By window, click Add Group Field, and select a field to group by. Select up to three fields to group and sub-group by. Click OK.
| Filters the data displayed in the tab. To filter the data: Click to show the filter pane. Click Add Filter. Select a field, and define filter condition based on values of that field.
| Shows the currency and the numeric display of the cost, benefit, and budget values. For details, see Configure numeric display.
| Financials audit trail. Available only in the Cost and Benefit tabs. Click the Audit Trail button to view the modifications in portfolio financials. For details, see Events recorded in audit trail.

## See also

- Portfolio financials permissions
- Financial summaries

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