Assistance Understanding Financial Total Costs in the Portfolio

Products

• Clarity PPM SaaS

Issue/Introduction

When comparing an investment's financial costs  in the portfolio to the investment itself, there are differences between the two

 

 

 

 

 

Environment

 

All versions.

Cause

If the investment  has children, or is a program, the children's financial costs may be included in the portfolio investment totals. (see Resolution)

 

Resolution

Children financial costs will be rolled up into the portfolio investment EXCEPT

if, the children are also in the portfolio, then the parent financial totals will not include these children as to not double dip.

 

Note:  The financials in the portfolio will only show for the dates of the portfolio.  Therefore if you have a project/cost plan which spans 2 years, but the portfolio is only one year, the financials will only show for the portfolio year.

However, The aggregated costs (Total) will not limit to the portfolio dates.

 

 

 

Additional Information

Refer to Portfolio Management Documentation: .

 

http://techdocs.broadcom.com/content/broadcom/techdocs/us/en/ca-enterprise-software/business-management/clarity-project-and-portfolio-management-ppm-on-demand/15-6-1/using/getting-started-with-classic-ppm/portfolio-management/create-a-portfolio-of-investments.html