Planned Benefits by Year Stacked by Category – BT – SQL
This Portlet starts by pulling Active Investments from a Classic UI Portfolio. It then looks for the Cost Plan of Record and its’ linked Benefit Plan. It then aggregates the Planned Benefit and groups it by Category, then presents a stacked bar chart.
Download Details
RegoXchange Content ID: EX1690
Submission Date:
Submitter:
Content Type: Clarity Studio
Related Modules: Benefits
Company: Rego Consulting
Version Support
Versions Supported: 15.x, 16.x
Special Instructions
Special Instructions:
This Portlet requires Values in the following Lookups:
- OBJ_IDEA_PROJECT_CATEGORY_PARAM
- INVESTMENT_GOAL_TYPE
- OBJ_IDEA_PROJECT_TYPE
- BT_OBJECTIVE_PARAM (create as part of this package)
This Portlet requires the following custom Attribute:
- Investment: Objective, lookup, single-select
