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Portfolio management

Question asked by Suhas Kamble on Aug 4, 2016
Latest reply on Aug 9, 2016 by Janet Ulrich

Case:

A company wants to rollout a new HRMS. They need some servers setup (Hardware cost i.e. Capital) and web application setup and support for app and hardware i.e. Expense.

Business Users use the HRMS so they are paying for Capital and IS who maintains all applications will keep paying for operating costs. Some of the work done by IS is also Capital for certain duration of the project.

There are 4 projects like this coming up in Next FY

 

Project

Funding By

Capital

Operating

Alignment

A

IS

1000

 

1

A

IS

 

1000

1

B

IS

500

1000

2

B

Business

 

3000

2

C

IS

1000

 

3

C

IS

 

1000

3

D

IS

500

1000

3

D

Business

 

3000

3

 

We wish to do Portfolio management for IS separately and know what is the amount of Capital and Operating can budgeted for next FY.

Project

Funding By

Capital

Operating

Alignment

A

IS

1000

1000

1

B

IS

500

1000

2

D

IS

500

1000

3

C

IS

2000

1000

3

 

Bold projects are above waterline if 2000 is Capital target.

To be able to achieve this what is the expected approach to be taken while setting up projects and cost plans?

 

What field in Clarity should maintain "Funding By" aka investor to be able to do portfolio management at their respective level (i.e. individual investor level)?

 

Note $6000 of the operating cost is taken out in second table(waterline view) and I dont know how to achieve that.

Outcomes