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 38338577