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.

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.

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 portlet displays count of the planned benefits (savings) per project manager. It also displays if any of the planned benefits are Critical/ At Risk / On Track, along with the total planned benefit amount.