Available only in the Cost and Benefit tabs.

Deletes a cost or benefit line.

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 portfolio financials audit trail.

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