Planned Benefits by Year Stacked by Goal – SQL

Planned Benefits by Year Stacked by Goal - 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 Goal, then presents a stacked bar chart.

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Download Details

RegoXchange Content ID: EX1693

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:

  1. This Portlet requires Values in the following Lookups:
  2. OBJ_IDEA_PROJECT_CATEGORY_PARAM
  3. INVESTMENT_GOAL_TYPE
  4. OBJ_IDEA_PROJECT_TYPE
  5. BT_OBJECTIVE_PARAM (create as part of this package)

This Portlet requires the following custom Attribute:

  1. Investment: Objective, lookup, single-select

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