Comparing Financial Summaries
The Financial Comparison portlet allows you to compare the forecast or Plan of Record (POR) of one or more lifecycle entities to the forecast or actuals of the same or different set of lifecycle entities.
Note: The Financial Comparison portlet always displays the financial data in the base currency (even if you set a preferred currency) because one set of financial data could use a different local currency from another set of financial data.
The Financial Comparison portlet's Edit Preferences page allows you to choose parameters for the portlet's filtering and display of information. These parameters are listed in Table 4-22. Financial Comparison portlet parameters.
Table 4-22. Financial Comparison portlet parameters
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Field Name
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Description
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Compare financials from
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One or more requests
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A multiselect autocomplete field that allows you to select one or more active lifecycle entities.
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Use Forecast
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Compares the forecast from the selected active lifecycle entities.
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Use POR
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Compares the POR from the selected active lifecycle entities.
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To financials in
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Forecast for requests selected above
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Compares the POR of the active lifecycle entities selected in the Compare financials from section to those same entities' forecast.
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Actuals for requests selected above
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Compares the forecast or POR of the active lifecycle entities selected in the Compare financials from section to those same entities' actuals.
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One or more requests
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A multiselect autocomplete field that allows you to select one or more active lifecycle entities to which to compare the financial data from the active lifecycle entities selected in the Compare financials from section.
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Use Forecast
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Compares the POR of the active lifecycle entities selected in the Compare financials from section to the forecast of the active lifecycle entities selected in the To financials in section.
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Use Actuals
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Compares the forecast or POR of the active lifecycle entities selected in the Compare financials from section to the actuals of the active lifecycle entities selected in the To financials in section.
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Time Period
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Time Period covered by Financial Summaries
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Limits the portlet's display range to the time period covered by the selected financial summaries of the active lifecycle entities.
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Show from ___ To ___
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Allows you to select a period range to display.
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