Portfolio Modeler Financials Panel

This article explains how to use the Financials Panel in the Portfolio Modeler.

Note

If you do not select a financial plan cost type when creating the model, then the financial plan options will not show in the model.

Click the Financial Plan icon to view the financial plans for all items in your model to further analyze financials while creating various scenarios.

Quickly Locate a Plan from the Financials Panel

When working in the Financials panel of the Portfolio Modeler, you can easily locate and highlight a specific plan in the top grid by clicking its name in the financial plan grid below.

Clicking a plan name in the financial plan grid will automatically scroll to and highlight the matching plan in the top grid, making it easier to review or edit related details.

Cost Type Selection

To choose which type of financial data to view, click the Cost Type menu and select the desired type from the drop-down. The available options are based on the Cost Types configured in your model settings.

Add Additional Cost Types into View

If your model is set up with more than one Cost Type, you can display them side-by-side for easier comparison.

Click the Additional Cost Types icon in the Financials panel toolbar.
Select the cost types you want to include in your view.

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Date and Detail Selection

Set the dates and level of detail displayed in then Financals panel.

Click the Dates menu in the Financials panel.
Choose your preferred level of detail to diaplay financial data: Monthly, Quarterly, or Yearly.
Select pre-configured date ranges, or set a Custom date range to display in the Resources panel.

Enter Finanical Targets

In the Target row of the Financials panel, enter your budget goals for each period.

If your budget is consistent across periods:

Switch to Year view.
Enter the total budget (e.g., $2,000,000).
Switch back to a Month or Quarter view to auto-distribute the budget evenly.

Charts

You can view cumulative financial graphs from within the modeler. This makes it easier to visualize cost issues.

Click the Charts icon to open the drop down. Then select the chart you would like to view. Options include:

List: Opens the default financial plan grid view.
Cumulative Costs vs. Target: Opens a line and bar chart comparing cumulative costs to target benefits or actuals (depending on the cost type selected in the List view) over a selected time period.
Cumulative Comparison: Opens a line chart showing cumulative benefits or actuals (depending on the cost type selected in the List view) over a selected time period.

Export the Financials Panel

You can export the data in the Financials panel into an Excel spreadsheet or an HTML table. Click the Export icon, then select the format you would like to export to.