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:
- Open a portfolio.
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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:
- Open a portfolio epic.
- On the Details tab, Value and Cost section, click the link in the Financial Summary field.
Features available in financials
From the Financials tab of a portfolio and the financial summary of a portfolio epic, you can do the following:
- View cost line details
- Add costs
- Edit or delete cost lines
- View benefit line details
- Add benefit lines
- Edit or delete benefit lines
Financials UI elements
The following table describes the UI elements available in portfolio
UI Element | Description |
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Adds a cost, benefit, or budget line. | |
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. | |
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 financials audit trail. |
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
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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.
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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: