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.
Overview 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 benefits to a portfolio
- Edit or delete benefit lines
- Top-down budgeting: view, update, and allocate portfolio budget
- Bottom-up budgeting: view and update portfolio budget
Portfolio financials UI elements
The following table describes the UI elements available in portfolio financials.
UI Element | Description |
---|---|
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Adds a cost, benefit, or budget line. |
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Available only in the Cost and Benefit tabs. Deletes a cost or benefit line. |
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Refreshes the data displayed in the tab. |
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Available only in the Cost and Benefit tabs. Undoes an editing action. |
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Available only in the Cost and Benefit tabs. Redoes an editing action. |
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Filters data of a specific time range. |
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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. |
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Available only in the Cost and Benefit tabs. Select to show forecasts only, actuals only, or both forecasts and actuals. |
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Select the columns you want to display. Drag the columns to change their position. |
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Time period column width Adjusts the width of the time period columns. |
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Groups the data displayed in the tab. To group the data:
|
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Filters the data displayed in the tab. To filter the data:
|
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Shows the currency and the numeric display of the cost, benefit, and budget values. |
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Financials audit trail. Available only in the Cost and Benefit tabs. For details, see View portfolio financials audit trail. |
View portfolio financials audit trail
The portfolio financials audit trail tracks modifications in the portfolio's Financials tab.
View the portfolio financials audit trail
To view the portfolio financials audit trail:
-
Open a portfolio and go to the Financials tab.
-
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 |
|
Benefits |
|
Approved Budget |
Increased/Decreased for Fiscal Year <yyyy> |
Snapshots |
Create a snapshot |
Plan of Record |
Set Plan of Record |
See also: