Portfolio dependencies

Dependencies exist within the Portfolio module and between the module and other modules in the workspace.
Portfolio Dependency
Products Used by the Related Product Details attribute in the Portfolios module.
Related Product Details 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
Product Financial Information Threshold 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
Total NPV 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.
Active Products (Proposals) Used by the Product Financial Information Threshold attribute in the Portfolios module.
All Products Used by the Total NPV attribute in the Portfolios module.

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