Agency IT Portfolio: Financial Data Tab

This process encompasses reviewing Financial Data for submission and submitting Financial Data to the IT Collect.

Review Financial Data

• To review Financial Data for submissions, navigate to the Agency IT Portfolio in the CPIC module and select the Financial Data tab.

• The Financial Data tab displays a view of totals across three FYs (PY, CY, BY).

View Financial Data Details by Investment 

• To view the Financial Data details for any investment, select the desired Investment from the drop-down provided.

• The investment detail displays the following:
  • Total Amounts across the three reportable Fiscal Years
  • Funding Data, Cost Pool Data and IT Tower Data across the three reportable Fiscal Years

Submit Financial Data

• To submit Financial Data, select 'Submission History' option from the top of the screen.

• Select 'Submit to ITDB'

• Ensure that Financial Data Submission Type is selected.
• Select Validation only for validation purposes, otherwise, confirm the submission by selecting 'Submit'

• To leave the submission history area and navigate back to the main screen, select the 'Return to Agency Portfolio' option from the top menu.

Review and Submit Passback Data

• To review and submit Passback data, toggle the PY Actuals toggle in the top menu bar to 'Yes'.