Assistance Understanding Planned Capital in Portfolio

book

Article ID: 143599

calendar_today

Updated On:

Products

Clarity PPM SaaS

Issue/Introduction

How do programs and child project financials show in the portfolio

 

 

Cause

We are seeing different numbers on the portfolio Waterlines and various pages than what shows in the portfolio.

Environment

 

Component : CA PPM SAAS PORTFOLIO MANAGEMENT

Resolution

There are two scenarios to take into consideration:

 

1.  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 of the investment will show irrespective of the portfolio horizon date.

2. If the program is included in the portfolio and the investments are also part of the portfolio, the financials will be decreased from the program as to not double dip.

 

 

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