DT859 Portfolio/period

DI023041 Portfolio

ID of the portfolio

DI029452 Portfolio name

Name of the portfolio

DI040283 Portfolio manager

Manager of the portfolio

DI061322 Achieved benefit

The achieved benefit of the portfolio in the selected period. The value is a sum of the Achieved benefit values from the current planning of the projects assigned to the portfolio and activated for the selected period

Details

Achieved benefit values of the projects per year can be found in the Benefit and revenues area in the Budget module of the respective project or in the project area of the Portfolio Period module.
The achieved benefit is entered in the Key Performance Indicator area in the Project Core Data module of the respective project.

DI061323 Planned benefit

The planned benefit of the portfolio in the selected period. The value is a sum of the Planned benefit values from the current planning of the projects assigned to the portfolio and activated for the selected period.

Details

Planned benefit values of the projects per year can be found in the Benefit and revenues area in the Budget module of the respective project or in the project area of the Portfolio Period module.
The achieved benefit is entered in the Key Performance Indicator area in the Project Core Data module of the respective project.

DI061354 Resulting benefit

The resulting benefit of the portfolio in the selected period. Resulting benefit = Achieved benefit, if there is any, otherwise = Planned benefit

Details

See also details under Achieved benefit and Planned benefit

DI061359 Deviation: benefit from relevant budget

Deviation: Resulting benefit from Relevant budget

DI061355 Actual revenues

Actual revenues of the portfolio in the selected period = sum of the Actual revenues from the current planning of the projects assigned to the portfolio and activated for the selected period

Details

Actual revenues values of the projects per year can be found in the Benefit and revenues area in the Budget module of the respective project.
- The actual revenues of a project are calculated from the actual loads (Post Revenues module) of the revenue resources planned in the project (Schedule module) and their conversion factors.

DI041662 Remaining revenues

Actual revenues of the portfolio in the selected period = sum of the Remaining revenues from the current planning of the projects assigned to the portfolio and activated for the selected period.

Details

Remaining revenues values of the projects per year can be found in the Benefit and revenues area in the Budget module of the respective project.
- The remaining revenues of a project are calculated from the remaining loads of the revenue resources planned in the project (Schedule module)

DI061357 Total revenues

Total revenues = Remaining revenues + Actual revenues

Details

See also details under Actual revenues and Actual revenues

DI061358 Deviation: revenues from relevant budget

Deviation: Total revenues from Relevant budget

DI061365 Relevant budget

Relevant cost budget of the projects. Sum values from all projects in this portfolio activated for the selected year. The "Relevant budget" parameter defines, which "Budget" is compared with the "Portfolio budget".

DI023053 Period

In this field, the budget period of the portfolio is selected or displayed from the listbox.

DI041722 Completed

By activating the checkbox, the corresponding budget period is marked as completed (e.g. if the corresponding period lies in the past). By default, the completed periods are not displayed when the Budget module is opened but the user can have them displayed via the With Completed Periods module variant.

Values

- The budget period has been defined as completed.
- The budget period has not yet been defined as completed.

Modifiable

in the Budget module,
provided that the modifying user possesses the required rights

DI023149 Approved

The checkbox is period related and shows whether the portfolio budget for this period has been approved.

Values

- the portfolio budget has been approved
- the portfolio budget has not been approved

Note

The approval is made via the Approve period button in the %NEU% Budget module.
The approval can only be canceled by deactivating the Approved checkbox in the Cancel Approval per Budget Period module.
The budget of an approved period cannot be changed anymore.