Analyze project initiatives on the Financial tab

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Use the Financial tab for at-a-glance visualizations of your investment portfolio.

  1. In the Plan menu, select a plan.

    Learn more about the plan menus

  2. In the Plan section menu, click Projects.
  3. In the Plan sub-section menu, select to view one or all projects.

  4. On the Component menu, select Planning. See Navigate in Apptio planning applications. > Summary.

  5. Click the Financial tab if it is not already selected.

The following is an illustration of the Financial tab:

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TIP: If Investment Planning has been enabled in the Company Profile, the Summary view includes the additional tabs List, Gantt, and Portfolio. See the following: