Portfolio financial reports

Portfolio Manager Dashboard provides portfolio level financial reports related to portfolio costs and portfolio budgets. The dashboard displays reports only for the portfolios managed by a portfolio manager.

To view different type of data, you can generate reports by grouping or by stacking. Each report has different filters for grouping and stacking. You can use a combination of Group by filters and Stack by filters to generate the reports.

Estimated Cost by Expense Type report

Provides information about estimated capital and operational costs of portfolios and of the programs and projects in the respective portfolios.

Filter Description
Expense type Displays estimated cost of portfolios grouped by the expense types.
Program Displays estimated cost of portfolios grouped by programs.
Task Displays estimated cost of portfolios grouped by tasks.
Fiscal period Displays estimated cost of portfolios grouped by fiscal periods.
Portfolio Displays estimated cost grouped by portfolios.

Estimated Cost by Cost Type report

Provides information about estimated costs of portfolios, as well as of the programs and projects in the respective portfolios, by the cost types. The examples of cost types are hardware, software, labor, and so on.

Budget Allocation by Expense Type report

Provides information about budgeted capital and operational costs of portfolios as well as of the programs and projects in the respective portfolios.

Filter Description
Expense type Displays budget allocation for portfolios grouped by expense types.
Program Displays budget allocation for portfolios grouped by programs.
Task Displays budget allocation for portfolios grouped by tasks.
Fiscal period Displays budget allocation for portfolios grouped by fiscal periods.
Cost type Displays budget allocation for portfolios grouped by cost types.
Portfolio Displays budget allocations grouped by portfolios.

Actual Cost by Expense Type report

Provides information about actual capital and operational costs of portfolios as well as of the programs and projects in the respective portfolios.

Filter Description
Expense type Displays actual cost of portfolios grouped by expense types.
Program Displays actual cost of portfolios grouped by programs.
Task Displays actual cost of portfolios grouped by tasks.
Fiscal period Displays actual cost of portfolios grouped by fiscal periods.
Cost type Displays actual cost of portfolio grouped by cost types.
Portfolio Displays actual cost grouped by portfolios.