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SPM Financial Report

Connie9
Tera Contributor

‎10-16-2023 11:41 AM

Is there an easy way to just enter in and see planned cost and actual cost of work under a portfolio? (i.e., demands, projects, programs, etc.)

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Dhiren Aghera
Tera Guru

‎10-18-2023 07:48 AM

@Connie9 Have a look at the PMO Dashboard >> Summary page where you can filter respective portfolio and you see cost details rolled up at the Portfolio level like planned cost, Actual cost, etc...

 

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Connie9
Tera Contributor
In response to Dhiren Aghera

‎10-18-2023 08:42 AM

yes but how are you able to enter in the 'Actual cost'? I know that the 'Planned cost' is calculated by creating the Cost plans to a project that will roll up to the program or portfolio.

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Connie9
Tera Contributor
In response to Dhiren Aghera

‎10-18-2023 08:44 AM

Also they want to see the list of the records as well like columns and rows. I know there's the 'Investment Portal' that can give you that kind of view but still not sure how to be able to enter in actuals.

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Dhiren Aghera
Tera Guru

‎10-18-2023 10:29 PM

Hi @Connie9 actuals are mostly entered through expense lines against a cost plan (planned cost) and that is what gets rolled up at Project, Program level.

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