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Portfolio Management: Program Financials

Question asked by ManchuWarrior on Aug 22, 2014
Latest reply on Aug 22, 2014 by navzjoshi00

Hi all,

 

If I was to create a Portfolio consisting of just Programs, how does the financial data flow into the Portfolio if the Financial Summary page is not completed on the Program or if the Program does not have a Cost Plan, Budget, Benefit Plan? What if people are relying on Project data via the heriachry to account for the Programs data.

 

Do heirarchy values from the indivudal projects carry over to the Portfolio and populate the Portfolio's Planned Cost, Planned Opearating, etc... that is found on the Portfolio's Investment Page.

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