Planned Benefits by Year Stacked by Goal - Oracle

theWorX

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.

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Submission Date Aug 6, 2019 11:40 am
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Content Type Portlet
Database Architecture Oracle
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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