Investment Plan

The Investment Plan is a dynamic and visually intuitive tool designed to represent and manage investment project timelines, key decision points, and associated expenditures. Using a Gantt chart interface, the Investment Plan helps stakeholders visualize project progress, schedules, and milestones. It also aids in identifying potential delays or issues during project execution, enabling timely adjustments to keep projects on track.

Key Features

  1. Visual Timeline Representation

    • View project requests, decision points, and expenditures over time with a Gantt chart.

    • Identify bottlenecks, track progress, and ensure alignment with project goals.

  2. Flexible Expenditure Modes

  3. Time Resolution Options

    • Adjust the grid resolution (Monthly, Quarterly, Annual) for precise data analysis.

    • Zoom controls allow you to refine your view directly in the grid.

  4. Split-Screen Editing

    • Edit Request expenditures directly from the grid in a split-screen view.

    • Simplifies navigation and ensures edits are aligned with permissions.

    • See Split-Screen Editing of Expenditures for a detailed guide.

  5. Resizable and Customizable Sections

    • Resize sections for better visibility of key data.

    • Reorganize fields and customize the layout to suit your needs.

  6. Unlimited Fields

  7. Collapsible Decision Steps

    • Expand or collapse the Decision Steps section to optimize screen space.

How to Use the Investment Plan

  1. Access the Investment Plan: Open the Investment Plan tab from the menu.

  2. Navigate the Grid: Scroll horizontally within sections or zoom in/out on timelines.

  3. Customize Your Layout: Reorder fields, resize columns, and save your preferences.

  4. Edit Expenditures: Double-click a Request to access the split-screen editor.

  5. Set Time Resolution: Choose Monthly, Quarterly, or Annual based on your analysis needs.

Your changes to layout, expenditure modes, and visible fields will be saved and applied automatically.

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