The Portfolios > ROI page displays narrative cost/benefit information based on live data for the open project group. At the project level, you can view time distributed chart detail of project-level spending, cash inflow, and NPV.
Net Present Value (NPV), ROI, and payback period calculations are based on the project spending and benefit plan values, the discount rate, and the rate application period recorded for a project. If you have appropriate module access, you can record spending and benefit data, the discount rate, and the rate application period on the Projects > Details > ROI page or through the Project Management module (see Choose a page in the Projects section for information on accessing this page).
Tip: When you attempt to view the chart, if no discount rate or spending/benefit plan data has been recorded for the project, a message appears to notify you.
ROI
Calculations
Viewing the Chart
The chart displays a cumulative NPV curve and per period spending and benefit bars across the timescale, based on the time increment you select.
- To view a value legend for a specific timescale increment, click on a bar or the curve.
- To print the chart, right-click over the chart, then choose Print.
- To show or hide the chart legend, right-click over the chart, then choose Show Histogram Legend.