Part of the Business Transformation collection, this pie chart portlet displays realized benefit, grouped by location of project. This provides the PM with a holistic view of benefits realized across the geographical locations.

Part of the Business Transformation collection, this line chart portlet displays realized vs planned benefits overtime, for portfolio investments. This provides the PfM with a holistic view of benefits planned vs realized over a period of time.

The Financial Summary by Charge Code – Graph Stacked portlet displays yearly charge code financial information across all projects in a stacked bar graph.  This portlet provides management with a snapshot of all projects’ financial information totaled and sorted by expense, capital, depreciation, benefit, and net cash flow.   The depreciation is calculated based on a straight-line method.  The user may filter on OBS unit and/or portfolio to narrow down the search results.

The Investment Resource Rate portlet allows a user to search for effective (or missing) rates for resources across all investment types.  It pulls rate information from the matrix extraction tables and includes currency conversion if the environment supports multiple currencies. The portlet can be used both to search for the rate of any given resource and to determine which resources might be missing rates when an error is generated when attempting to populate a cost plan (REVMGR-20728:Rates and Costs are both missing for one or more roles/resources).