Benefits by Year – SQL

The Benefits by Year portlet summarizes Benefit totals by year and is searchable by Project, OBS and Portfolio.  The results display both Budgeted Benefit Plans and Forecast Plans and the associated Cost Plan.  Users can make use of this portlet to view Benefit Plan totals across an OBS or Portfolio or to compare the Budgeted Benefit of a Project versus the current plan.

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Download Details

RegoXchange Content ID: EX0339

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: The portlet utilizes the Annual Fiscal Time Periods as defined within the Entity.  In order to ensure future Planned Benefit is visible these future periods will need to be defined.