Project and Portfolio Management
Project and Portfolio Management
Breadcrumbs

Budget and Costs per Portfolio, Planning Object, and Year MOD009BC5

Access

  • Portfolio Management → Planning and Reports → Multi-Portfolio Board → Portfolios → Click on the ID of the required portfolio → Portfolio panel → Info Board → Click on the Budget and Costs per Portfolio, Planning Object, and Year link.

Information

  • This module provides

    • different graphical analyses of budget, costs, and benefit of the planning objects contained in the portfolio as well as

    • a tabular overview of the planning objects with specifications on further parameters like, e.g. objective contributions and risk values, probable damage or gross profit, etc.

Details

  • To open the

    Budget and Costs per Portfolio, Planning Object, and Year analysis from the Info Board module via the link, you have to select or insert a filter.

    • In the filter, the Group 1 and Group 2 parameters must be filled. However, their values have no effect on the analysis.

Note

  • The analysis data can be sent to Excel by clicking on the Extras → Send data to → Microsoft Excel. For further information on Excel export, please click here.