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# Compare financial summaries

The Financial Comparison portlet lets you compare the forecast or Plan of Record (POR) of one or more lifecycle entities to the forecast or actuals of the same or different set of lifecycle entities.

Note:
- This feature is not supported if your PPM runs on a PostgreSQL database.
- The Financial Comparison portlet always displays the financial data in the base currency (even if you set a preferred currency) because one set of financial data could use a different local currency from another set of financial data.

In this topic:

## Financial Comparison portlet parameters

The Financial Comparison portlet's Edit Preferences page allows you to choose parameters for the portlet's filtering and display of information. These parameters are listed in Table 4-22. Financial Comparison portlet parameters.

Table 4-22. Financial Comparison portlet parameters
Field Name | Description
--- | ---
Compare financials from
One or more requests | A multiselect autocomplete field that allows you to select one or more active lifecycle entities.
Use Forecast | Compares the forecast from the selected active lifecycle entities.
Use POR | Compares the POR from the selected active lifecycle entities.
To financials in
Forecast for requests selected above | Compares the POR of the active lifecycle entities selected in the Compare financials from section to those same entities' forecast.
Actuals for requests selected above | Compares the forecast or POR of the active lifecycle entities selected in the Compare financials from section to those same entities' actuals.
One or more requests | A multiselect autocomplete field that allows you to select one or more active lifecycle entities to which to compare the financial data from the active lifecycle entities selected in the Compare financials from section.
Use Forecast | Compares the POR of the active lifecycle entities selected in the Compare financials from section to the forecast of the active lifecycle entities selected in the To financials in section.
Use Actuals | Compares the forecast or POR of the active lifecycle entities selected in the Compare financials from section to the actuals of the active lifecycle entities selected in the To financials in section.
Time Period
Time Period covered by Financial Summaries | Limits the portlet's display range to the time period covered by the selected financial summaries of the active lifecycle entities.
Show from ___ To ___ | Allows you to select a period range to display.

## Compare forecast to actuals

The Financial Comparison portlet can be used to compare a lifecycle entity's forecast to its actuals.

You can compare a single lifecycle entity's forecast and actual values, as shown in Figure 4-11. Comparison of forecast and actuals for single project. On the Financial Comparison portlet's Edit Preferences page, in the Compare financials from section, select one lifecycle entity from the One or more requests field and select Use Forecast. In the To financials in section, select Actuals for requests selected above.

Figure 4-11. Comparison of forecast and actuals for single project

In the example shown in Figure 4-11. Comparison of forecast and actuals for single project, the actual values for the first three months of the financial summary went over the forecast values while the forecast value for the last month went over the actual value.

You might also find it useful to compare forecast and actual values of more than one lifecycle entity, as shown in Figure 4-12. Comparison of forecast and actuals for multiple projects. On the Financial Comparison portlet's Edit Preferences page, in the Compare financials from section, select two lifecycle entities from the One or more requests field and select Use Forecast. In the To financials in section, select Actuals for requests selected above.

Figure 4-12. Comparison of forecast and actuals for multiple projects

In the example shown in Figure 4-12. Comparison of forecast and actuals for multiple projects, for most months the forecast values of the two projects go over the actual values, while in June and August the actual values go over the forecast values.

## Compare forecast to forecast

The Financial Comparison portlet can be used to compare a lifecycle entity's forecast to another lifecycle entity's forecast, as shown in Figure 4-13. Comparison of forecasts for multiple projects.

On the Financial Comparison portlet's Edit Preferences page, in the Compare financials from section, select one lifecycle entity from the One or more requests field and select Use Forecast. In the To financials in section, select one or more lifecycle entities from the One or more requests field and select Use Forecast.

Figure 4-13. Comparison of forecasts for multiple projects

In the example shown in Figure 4-13. Comparison of forecasts for multiple projects, the forecast for Whirlwind project is compared to the combined forecasts of project APO-Pilot and project CRM One World.

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