Kathryn Ellis wrote:
Hi Michael, I have an idea on what you are talking about. Can you clarify for me what you are trying to achieve? Do you want to query the list of investments on the portfolio compared to a query of the list of investments on a portfolio plan?
Hi Kathryn,
Thanks for your excellent support, as usual.
My direct number is 714-781-6204 if you are able to call . . .
The image should show the Portfolio in the first section, followed by Portfolio Plan 1, Portfolio Plan 2 and finally the Report output.
I marked the revisions from Plan 1 to Plan 2 in Bold.
The Portfolio has 4 total investments (4 projects, 1 idea).
Plan 1 has 3 investments.3 projects approved, 1 idea unapproved
Plan 2 has 3 investments, 1 Idea approved, 1 project unapproved.
In the report, I would like to show the differences in Investments (compare "Portfolio Plan 1" vs "Portfolio Plan 2") in Costs ,Program and Approved. Is the "Approved" attribute the proper field to reference in the new Portfolio functionality? Or is there another way to mark "Project C" as "excluded" and "Idea 1" as "included" in "Portfolio Plan 2"?
Also, since Portfolio Management costs are still limited to Calendar Periods (and not Fiscal), is there a workaround that CA has been recommending to customers until the enhancement is delivered sometime next year? For example, should we be creating "proxy" attributes (example: FY 2015_Q1, FY 2015_Q2) at the Portfolio Investment object level to store Fiscal Period data? Or can I update the Portfolio Investment time-scaled values with fiscal period data using XOG or other approach?
thanks again!
Michael