Portfolio and epic financials

This topic introduces how to manage the financials of portfolios and portfolio epics.

Access financial information

This section introduces how to access the financial information of a portfolio and a portfolio epic.

To access the financials of a portfolio:

  1. Open a portfolio.

  2. Go to the Financials tab.

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

To access the financials of a portfolio epic:

  1. Open a portfolio epic.
  2. On the Details tab, Value and Cost section, click the link in the Financial Summary field.

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Features available in financials

From the Financials tab of a portfolio and the financial summary of a portfolio epic, you can do the following:

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Financials UI elements

The following table describes the UI elements available in portfolio and portfolio epic 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:

  1. Click the Group button.

  2. 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.

  3. Click OK.

Filters the data displayed in the tab.

To filter the data:

  1. Click to show the filter pane.

  2. Click Add Filter.

  3. 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.

Financials audit trail.

Available only in the Cost and Benefit tabs.

For details, see View financials audit trail.

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View financials audit trail

The financials audit trail tracks modifications in the portfolio's Financials tab and in the portfolio epic's financial summary.

View the financials audit trail

  1. To view the financial audit trail of a portfolio, open the Financials tab of the portfolio.

    To view the financial audit trail of a portfolio epic, open the Financial Summary page.

  2. Click the Audit Trail button in the upper right corner.

Events recorded in audit trail

The following table lists the events that are recorded in the audit trail:

Type

Events Audited

Forecasts

  • Increased/Decreased Forecast Cost For Fiscal Year <yyyy>

  • Increased/Decreased Actual Cost For Fiscal Year <yyyy>

  • Added/Deleted cost line

  • Change in category

  • Change in type

  • Change in expense type

Benefits

  • Increased/Decreased Forecast Benefit For Fiscal Year <yyyy>

  • Increased/Decreased Actual Benefit For Fiscal Year <yyyy>

  • Added/Deleted benefit line

  • Change in category

  • Change in type

Approved Budget

Increased/Decreased for Fiscal Year <yyyy>

Snapshots

Create a snapshot

Plan of Record

Set Plan of Record

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See also: