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This article is for Budgets for Data Center.

Tempo Budgets - Portfolio Overview Gadget

Owned by Jaramy Conners
Nov 15, 2023
1 min read

The Portfolio Overview gadget displays the overview of a given portfolio.

To use the Portfolio Overview gadget:

  1. Add the gadget to your selected dashboard.

  2. Select the Report you wish to display:

  3. Select the Portfolio you wish to display in the gadget.

  4. Select which sections you wish to show in the gadget:

    1. Overview - shows an overview of the Portfolio in terms of schedule, costs, revenue, and profit.

    2. Progress - shows the progress of the Portfolio's schedule and scope.

    3. Finance - shows a summary of finance: costs, revenue, and profit.

    4. Finance Trend - shows the financial trend of the Portfolio: actual costs, earned costs, and planned costs, and estimates for each.

    5. Staff - shows information about the Portfolio's staffing resources.