This view displays the investment budget and the investments for the whole trust. The view consists of two tabs, which are described below.
Investment budget
This tab displays the budgeted purchase values per year.
Clicking on a cell opens a view with the investments and their purchase value in the purchase month of the respective category for the selected budget year. The bottom row displays the total purchase value per month.
$note$
New investments that are added for the current year (or read in as initial value) are not displayed in this table because the budget for the current year has already been approved and cannot be changed.
$/note$
Investments
This tab displays the investments for all of the cost centres. Use the filters at the top of the view to change the cost centre, cost unit and/or the category. Here too, you can select a snapshot to view the investment planning at the time the investment was made.
To change the column settings, click on Column settings at the top of the view. Here, you can specify which users see which columns in the main view.
You can also define which columns are displayed and which are not by ticking/unticking the boxes:
By default, the Investments tab opens with the totals by investment type category. To view investments by category, set the Show assets filter to All.
Expiring investments
This tab displays the investments in Anago that are due to expire at the trust level within the years shown (+5 years):
Created investments
This tab displays the investments that were created in Anago at the trust level: