Can you add additional breakdown columns to the financial report on the Investment Portal

[martinjanke]

Hi,

on the financials tab of the investment portal, there are three possible breakdown columns (Actual, Functional cost, Variance).

Is it possible to add more breakdowns, which are available on Cost plan breakdown level or as widgets, e.g. Budget or Target?

The investment portal is useful, because it has the possibility to show aggregated financial data per fiscal year or quarter. I received a requirement to add aggregated Budget and Target per Fiscal year to the view, but haven't figured out whether this is possible.

[Miguel Donayre]

There is not custom configuration for the Investment portal at this time. I have seen people try and it breaks the portal. @yogesh@now  is correct!

[martinjanke]

Thanks a lot both for the quick replies. I'll submit an innovation idea for that.

One thing we're struggling with in implementing ITBM is getting aggregated financial reporting per fiscal year on multiple breakdowns. Standard (pivot) reporting does not support aggregating more than one field, and the investment portals etc.  do not cover all breakdown columns. 

[guush]

For the record, @martinjanke  submitted the idea here:
https://community.servicenow.com/community?id=view_idea&sysparm_idea_id=51524e4edb178c10feb1a851ca96...

Please do upvote!

[Attila Beregvar]

Unfortunately this link to the idea is not working anymore. Does anyone know what happened with it? Was it picked up for further refinement or got lost somewhere?