Portfolio Planned Benefit by Objective – BT – Postgres

Part of the Business Transformation collection, this pie chart portlet displays realized benefit, grouped by category for portfolio investments. It uses System Provider: Portfolio Investment Provider.

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Download Details

RegoXchange Content ID: EX1080

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:

  • Create an attribute “Objective (code=bt_objective)” in Investment object and associate lookup – (BT Objective Parameterized).
  • Use the BT_objective_lookups.jar file to import these lookups.