Portfolio
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Dependency
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Products
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Used by the Related Product Details attribute in the Portfolios module.
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Related Product Details
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Expression:
=LinkInfo("Products",",Status,Lifecycle Phase,Product Manager")
Three values (2 choice and 1 link) from related products in the Products module is copied.
This attribute depends on these attributes:
▪ Products attribute in the Portfolios module
▪ Status attribute in the Products module
▪ Lifecycle Phase attribute in the Products module
▪ Product Manager attribute in the Products module
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Product Financial Information Threshold
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Expression:
=LinkInfo("Active Products (Proposals)",",Status,Threshold Actual vs Target Revenue,Threshold Actual vs Estimated Cost","21")
Three values (1 choice and 2 text that contains business rules) from related products in the ‘Products’ module is copied.
This attribute depends on these attributes:
▪ Active Products (Proposals) attribute in the Portfolios module.
▪ Status attribute in the Products module
▪ Threshold Actual vs Target Revenue attribute in the Products module
▪ Threshold Actual vs Estimated Cost attribute in the Products module
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Total NPV
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Expression:
=ListAttributeSum("801","119","335","13",'All Products',"listen_to=Status","listen _to=NPV")
Calculates the sum of the NPV values for all active products related to the Portfolio.
This attribute depends on these attributes:
▪ All Products attribute in the Portfolios module
▪ Status attribute in the Products module
▪ NPV attribute in the Products module
▪ View for calculating Total NPV view in Configure > Views > Products.
Used by the Portfolio NPV attribute in the Products module.
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Active Products (Proposals)
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Used by the Product Financial Information Threshold attribute in the Portfolios module.
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All Products
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Used by the Total NPV attribute in the Portfolios module.
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