The Portfolio Investments Chart shows the purchasing costs for your portfolio items for the past year. You can filter the chart by geography or time span. Filtering by time span enables you to analyze trends, examine current use, and to make projections based on transactions that are in the pipeline.
If you are using the ARCHIBUS Enhanced Global Feature Set, the Purchasing Costs in the Portfolio Investments Chart are shown using your User Default Currency. Purchasing Costs do not include the VAT amount, as this chart is used for internal analysis for which VAT is not relevant.
See Also
Generating KPI Reports as Charts
You generate this chart by selecting Real Estate Portfolio Management/Portfolio Management/Portfolio Summary/Portfolio Investments. You can generate the chart as a report. See Generating KPI Charts as Reports.
The following screen shot shows the Portfolio Investments Chart.