This Portlet starts by pulling Active Investments from a Classic UI Portfolio. It then looks for the Cost Plan of Record and its’ linked Benefit Plan. It then aggregates the Planned Benefit and groups it by Goal, then presents a stacked bar chart.
| Download Details | |
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| Submission Date | Aug 6, 2019 11:40 am |
| Submitter | Rego |
| Content Type | Portlet |
| Database Architecture | Oracle |
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| Related Content | |
| Supported Versions | v14.2+ |
| Special Instructions | This Portlet requires Values in the following Lookups: 1. OBJ_IDEA_PROJECT_CATEGORY_PARAM 2. INVESTMENT_GOAL_TYPE 3. OBJ_IDEA_PROJECT_TYPE 4. BT_OBJECTIVE_PARAM (create as part of this package) This Portlet requires the following custom Attribute: 1. Investment: Objective, lookup, single-select |
| Company | Rego Consulting |