Agency IT Portfolio Screen: Overview

To access the Agency IT Portfolio screen for data review, select the Agency IT Portfolio option from the CPIC menu on the left.

This screen has three tabs of information for review:

• Services
  • This tab displays all investments that are submitted to the ITDB.  These investments are listed in order of ‘Part of the Portfolio’ value (1, 2, or 3).

• Ledgers
  • This tab displays the amounts allocated to O&M, DME, Solution Types, Cost Pools and IT Towers for each investment for PY, CY, and BY.
  • User can filter and view data by investment on this tab.

• Financial Data
  • This tab displays the financial data for the overall Portfolio. 

• Additionally, user can review the financial data breakdown for each investment by selecting an investment from the associated drop-down on this tab.