• Introduction
  • Key Relationship
  • Available features
    • Highlights Panel
    • Invite User/s
    • Other user cases for Invite User Feature
    • Add Portfolio
    • Map Resources
  • Organization Tabs
  • Dashboard
    • Portfolio Budget Allocation
    • Projected Benefits across Organization
    • Realized Benefit Across Organization
    • Allocated Budget Across Portfolio
    • Used Budget Across Portfolio
    • Total Budget Already Used
    • Projected Cost Across Organization
    • Benefit Analysis
    • Cost Analysis
  • Details
  • Portfolio
  • Organization Level Users
  • Other Organization Users
  • Insights & Accelerators
  • Other Related
  • [References - Organization]

Introduction

Key Relationship

Available features

Highlights Panel

Invite User/s

Other user cases for Invite User Feature

To Invite a Portfolio Level User to Portfolio records please refer to this reference: Click Here

To Invite a Program Level User to Program records please refer to this reference: Click Here

Add Portfolio

Map Resources

Organization Tabs

Dashboard

Portfolio Budget Allocation

(Reference: Below Image)

Projected Benefits across Organization

The dashboard named Projected Benefit Across Organization in Organization object populates the value which comes from the Sum of the Total Benefit of the related Benefit record/s of the Organization.

(Reference: Below Image)

(Reference: Below Image)

Realized Benefit Across Organization

The dashboard named Realized Benefit Across Organization in Organization object populates the value which comes from the Sum of Measurement Value(Currency) of the related Benefit record/s of the Organization.

(Reference: Below Image)

(Reference: Below Image)

Allocated Budget Across Portfolio

The dashboard named Realized Benefit Across Organization in Organization object populates the value which comes from the Sum of the Estimated Budget of the related Program record/s of the Organization.

(Reference: Below Image)

(Reference: Below Image)

Used Budget Across Portfolio

Note:

(Reference: Below Image)

Total Budget Already Used

The dashboard named Total Budget Already Used in the Organization object populates the value which comes from the Sum of the Estimated Budget of the related Program record/s of the Organization.

(Reference: Below Image)

The dashboard populates according to the below calculation: Total Budget already Used Percent: ((Used Budget/Estimated Budget)*100)

Note: Used Budget: Non-Labor Cost(Cost Type pick-list field + (Time Tracking Hours * User Billing Rate) + Expense Amount of Expense Tracking object

Estimated Budget: Total Sum of the Estimated Budget Field of the associated Program of the Organization

[Non-Labor Cost - Cost Type pick-list field in the cost object and the value will be picked from the cost record associated with the organization.

Time Tracking Hours - Users fill it under the work package/s associated with this Organization following its hierarchy.

User Billing Rate - Billing Rate of the current user

Expense Amount of Expense Tracking object - The value of the expense amount field of the expense tracking object associated with this Organization]

Projected Cost Across Organization

The dashboard named Projected Cost Across Organization in Organization object populates the value which comes from the Sum of the Estimated Budget of the related Program record/s of the Organization.

(Reference: Below Image)

The data that is populated in the dashboard is according to this calculation: Projected Cost Across Organization = Sum of Total Cost

Note:

Total Cost value comes from the sum of the Quarter fields values of the related Cost object record/s of the Organization.

Benefit Analysis

The dashboard named Benefit Analysis in the Organization object is a data visualisation through a Graph chart.

(Reference: Below Image)

Below is the demonstration of the data that populates this graph chart:

• To get data populated in the Benefit Analysis Graph-
• The Program Financial (associated with the Program of this Organization) needs to be edited of the related Program for which you are creating a Benefit Tracking & Benefit Tracking Details. The fields - Starting Year & Starting Quarter need to be filled in.
• Create new records of Benefit Tracking & Benefit Tracking Details associated with the Program of this particular Organization.
• The Starting Year is reflected in X-axis & The cost for that Program Financial is reflected in the Y-axis.
• Sum of Quarters Cost Amount in Benefit Tracking for all the Quarters in a year for that particular Organization is reflected as Projected Benefits in Blue Blocks.
• Sum of Measurement Value (Currency) in Benefit Tracking Details for that particular Organization is reflected as Realized Benefits in Orange Block.
• Cumulative Sum of Projected Benefits in Benefit Tracking for that particular Organization is reflected as Projected Benefits-cum in Blue Line.
• Cumulative Sum of Realized Benefits in Benefit Tracking Details for that particular Organization is reflected as Realized Benefits-cum in Orange Line.

Note:

• While creating a Benefit Tracking record- the Benefit Type should be Financial Benefit (Hard) (Benefit Type is a pick-list field in the Benefit Tracking Details object).
• While creating a Benefit Tracking Details record- Benefit Type should be Financial Benefit (Hard).
• To analyze the Projected Benefits Block, you must add Cost Amount in the Financial Benefit information Quarter Costs.

Cost Analysis

The dashboard named Cost Analysis in the Organization object is a data visualisation through a Graph chart.

(Reference: Below Image)

Below is the demonstration of the data that populates this graph chart:

• To get data populated in the Cost Analysis Graph-
• The Program Financial (associated with the Program of this Organization) needs to be edited for which Program you are creating a Cost Tracking & Cost Tracking Details, the fields - Starting Year & Starting Quarter need to be filled.
• Create new records of Cost Tracking & Cost Tracking Details associated with this particular Organization's program.
• The Starting Year is reflected in X-axis & the Cost for that Program Financial is reflected in the Y-axis.
• Sum of quarters Cost amount in Cost Tracking for all the quarters in a year for that particular Organization is reflected as Projected Cost in Blue Blocks.
• Sum of Measurement Value in Cost Tracking Details of that particular Organization is reflected as Realized Cost in Orange Block.
• Cumulative Sum of Projected Cost in Cost Tracking of that particular Organization is reflected as Projected cost-cum in Blue Line.
• Cumulative Sum of Realized Cost in Cost Tracking Details for that particular Organization is reflected as Realized cost-cum in Orange Line.

Note:

• While creating a Cost Tracking record- The cost type should be Labor Cost (Cost Type pick-list field in the Cost Tracking Details object).
• While creating a Cost Tracking details record - Cost Type should be Labor Cost.
• To analyze the Projected Cost Block, we need to add Cost Amount in the Financial Cost information quarter cost.

Details

The Details Tab contains detailed information about the Organization's record in the form of fields each containing specific values. Refer to the image below.

The Sections of the Details Tab:

• General Information: In this section, there are two fields, Organization Name contains the name of the Organization record and the Owner field populates the name of the User who created the record.

• Organization Details: This section contains two fields, Timesheet Auto Approval Days and Expense Auto Approval Days. These two fields display the value given by the Owner of the record at the time of creating the record.

• Record Administration: This section also contains two fields, Created By and Last Modified By. Created By displays the name of the Owner or who created the record along with the Creation Date & Time. The Last Modified Date displays the name of the User (can be any other user other than the owner) who did any kind of changes or modification in the record along with the modification Date and Time.

• Historical Comment Overview: This section contains three columns/fields - Created Date, Created By and the comment itself. Historical Comment is provided whenever a record is created and at the time of making any kind of modifications by editing it. The best practice that should be followed by the users is to leave an appropriate comment every time they are making any kind of modifications in the record so that in future the changed could be kept on track.

Portfolio

Organization Level Users

In the Organization Level Users Tab, users can view the Users invited to the Organization. The Users only having a System Administrator and Organization Level User profile are added under this Tab when invited using the Quick Action - Invite User.

Other Organization Users

In the Other Organization Users Tab, users can view the Users invited to the Organization. The Users only having Portfolio Level Users & Program Level Users profiles are added under this Tab when invited using the Quick Action - Invite User.

Insights & Accelerators

Reference image below:

Other Related

References - Organization