For every model simulation step applied, relevant Investment figures are recalculated. The Investment tab in the bottom section of the Modelling Screen allows you to view and analyse the data.
Investment Tab Overview
Clicking on the Investment tab shows the 'Data' view by default:
Investment 'Data' View
The Data view is a spreadsheet style grid view, listing all the projects attached to the model and their investment figures over time. By default the grid presents annual figures.
Expand/Collapse
Using the buttons in the top left of the grid, you can expand all projects to break down cost within project either by Expenditure Type (i.e. Capex or Opex) or Budget Category. This is determined by the Cost Breakdown choice you made in the Model definition screen.
Investment is Forecast or Budget
Whenever the application shows an 'Investment' figure, it is either Forecast or Budget of the particular project. This is initially determined by the Investment Type choice you made in the Model definition screen. This becomes the default for all projects attached to the model, but you can override this for specific projects in the project list shown at the top, by modifying the value in the Investment Type column.
Available Columns
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The column selector allows you to pick the columns to be displayed in the grid. The figures shown in the selected columns are calculated totals relating to the aggregation level of a particular cell (e.g. showing the total value by Project/Year, by Expenditure Type/Month or any combination of those). |
Here are detailed explanations of these columns:
| Field | Comment |
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Columns reflecting values AFTER model simulations applied: |
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| Budget |
Budget of the respective project and time period |
| Forecast |
Forecast of the respective project and time period |
| Investment |
Either Budget or Forecast, depending on the Investment Type setting of the project in this model |
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Columns reflecting original values (copied from live data) Values shown in columns below are copied from live data at the time of creating the model, or refreshed using the Sync function. Hence they may not reflect current live data if project cost figures (budget or forecast) have changed since the last sync. |
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| Orig. Budget |
Original Budget of the respective project and time period |
| Orig. Forecast |
Original Forecast of the respective project and time period |
| Orig. Investment |
Either Original Budget or Original Forecast, depending on the Investment Type setting of the project in this model (as explained above) |
Other Analytics Tabs
The Data view is augmented by various charts that can be accessed via other sub-tabs.
Note the controls above these charts, allowing you to set the start end and end periods of the time-phased data:
The charts available are the following:
Investment
Comparing Investment over time (original vs model)
Budget
Comparing Budget over time (original vs model)
Forecast
Comparing Forecast over time (original vs model)