If you have appropriate module access, you can create and modify portfolio views. You can specify the type of project information you want to display in each view, and choose who can access it.
You can create and modify a portfolio view on the Portfolio Views page. You can also create a portfolio view on the Portfolios > Portfolio Analysis page and when you customize a dashboard to add a new Portfolio View portlet. For information on customizing a dashboard to add a new Portfolio View portlet, refer to Customizing dashboards.
To create a view
- To create a view from the Portfolio Views page, from the Portfolios action menu in the global navigation bar, choose Manage Portfolio Views, then click Create View.
To create a view from the Portfolio Analysis page, open the project group you want to work with in the Portfolios section. Click
in the Portfolios toolbar to display the Portfolio Analysis page, then click
.
- To create a new view based on an existing view, select the view name,
then click OK. You can choose from a list of all global views
and all user views assigned to you; the list of views is organized
by type: Bubble Chart, Histogram, Pie Chart, Scorecard, Side-by-side Histogram,
and Stacked Histogram.
To create an entirely new view, in the Create New Portfolio View section, select the type of view you want to create, then click OK.
- On the Portfolio Views page, specify details about the view, then click
Save. The information you can specify for the view depends on the type of
view selected:
To modify a view
- From the Portfolios action menu in the global navigation bar, choose Manage Portfolio Views.
- Click the title of the view you want to modify. The list of views is organized by type: Bubble Chart, Histogram, Pie Chart, Scorecard, Side-by-side Histogram, and Stacked Histogram. You can expand or collapse each type to show or hide the list of views that exist for each.
- On the Portfolio Views page, specify details about the view, then click
Save. The information you can specify for the view depends on the type of
view selected:
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Chart view
Use the following sections to customize the chart:
Select the information to display - specify the following display information for the chart:
Field Definitions
Common fields
The following fields apply to all, or most, chart types:
- Title
- The name of the view. The title can contain up to 255 characters, and it does not have to be unique. This is a required field.
- Type
- The type of view: Bubble Chart, Histogram, Pie Chart, Scorecard, Side-by-Side Histogram, or Stacked Histogram. Note that if you change the type to Scorecard, the information that displays on the page changes so you can input Scorecard details.
- X-Axis
- The data field represented in the X-axis of the chart. This field is not displayed for a Pie chart.
- Y-Axis
- The data field represented in the Y-axis of the chart. This field is not displayed for a Pie chart.
- Group By
- The data field used to group projects in the chart. Grouping gathers, or groups, together all of the projects that contain the same value for the selected data field. This field is not displayed for a Histogram.
- Color Theme
- The type of colors included in the chart: pastel or primary.
- Show 3-D
- Displays the chart in 3-D format. Clearing this checkbox displays the chart in 2-D format.
- Show horizontal gridlines
- Displays horizontal gridlines in the chart. This field is not displayed for a Pie chart.
- Show vertical gridlines
- Displays vertical gridlines in the chart. This field is not displayed for a Pie chart.
Bubble chart fields
The following field applies only to the Bubble chart:
- Bubble Size
- Specifies the size of the bubbles that display in a Bubble chart.
Pie chart fields
The following fields apply only to the Pie chart:
- Data
- The data field represented in the chart.
- Show pie data label
- For each section of the Pie chart, displays the value for the customize option you select in the Data field. For example, if the data you choose to display in the Pie chart is Actual Cost, the chart displays the Actual Cost value next to each section of the Pie chart.
- Show group by label
- For each section of the Pie chart, displays the value for the customize option you select in the Group By field. For example, if you choose to group the chart by Project, the chart displays the Project Name next to each section of the Pie chart.
- Show percentage
- Displays the percentage of each slice of the Pie chart.
Select user access to this view - specify user access to the view. You can make the view available only to you (Current User) or for another user you select. If you have the required security privilege, you can make the view available to all users who with module access to portfolio views, indicating it is a global portfolio view.
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Scorecard view
Use the following sections to customize the scorecard:
- Select the information to display
- Select the custom columns to display
- Select the fields to group by
- Select waterline options
- Select user access to this view
Select the information to display - specify the following general information about the scorecard:
Field Definitions
- Title
- The name of the view. The title can contain up to 255 characters, and it does not have to be unique. This is a required field.
- Type
- The type of view: Bubble Chart, Histogram, Pie Chart, Scorecard, Side-by-Side Histogram, or Stacked Histogram. Note that if you change the type to one of the charts (e.g., Histogram, Pie Chart, or Bubble Chart), the information that displays on the page changes for you to input Chart details.
Select the custom columns to display - select each column of information you want to display in the scorecard, and specify any sorting options you require.
- In the Available Columns list, select each column of
information you want to display, then click the arrow buttons to move them
to the Selected Columns list. The top-to-bottom order
of the fields in the Selected Columns list determines
how the columns display, left to right, in the scorecard. To change the
column order, use the up and down arrow buttons.
Tip: You can display a maximum of 30 columns.
- Use the Sort by drop-down list to specify how you want
to sort all projects in the scorecard.
Tip: If you choose to display a waterline on the scorecard, the fields you select to sort by in the Select waterline options section override your selection for this field.
- From the Sort Order drop-down list, you can select to
list projects in the scorecard in either ascending (e.g., A to Z) or descending
(e.g., Z to A) order.
Tip: If you choose to display a waterline on the scorecard, the sort order options you select in the Select waterline options section override your selection for this field.
- Choose Show Project Requests if you want to display proposed projects along with approved projects in the scorecard.
Select the fields to group by - choose up to ten levels, or fields, by which you want to group projects in the scorecard. Grouping gathers, or groups, all of the projects together that contain the same value for the selected field.
For example, if you select to group by Project Status, all projects with a Planned status are grouped together, all projects with an Active status are grouped together, all projects with an Inactive status are grouped together, and all projects with a What-if status are grouped together.
Tip: Group by options are not available when you have
a waterline displayed in the scorecard. For more information about displaying
waterlines, see the Select
waterline options section.
- The To Level drop-down list is enabled when you choose
to group by a hierarchical field, for example responsible manager. Use this
list to choose the number of hierarchy levels you want to group by. For example,
if your responsible manager/OBS structure comprises five levels, you may
want to group only to the third level. In this case, projects associated
with lower levels of the OBS are listed under the level 3 band.
Note: You cannot group by more than one hierarchical field.
In the scorecard, each selected grouping level appears with a colored band.
- From the Background Color drop-down list, you can select the background color you want to display for each grouping level band.
- The Text drop-down list lets you choose the color of the text that displays in the grouping level band.
- Use the Sort Order drop-down list to specify whether projects in the group are listed in either ascending (e.g., A to Z) or descending (e.g., Z to A) order.
You can additionally mark or clear the following checkbox options to customize the text that appears in each colored band:
- Show field title in band - displays the selected grouping
level field name, followed by the field value. For example, if you select
to group projects by Project Status, the following text appears in the
bands for the grouping level:
Project Status: Planned
Project Status: Active
Project Status: Inactive
Project Status: What-if
- Show field rollups in band - displays summary information for all cost, numeric, integer, start data, and end date fields in the grouping level.
Select waterline options - specify waterline options to help analyze projects in the scorecard. Waterlining enables you to force rank projects into two groups by sorting and applying a constraint limit.
- Mark the Display waterline on scorecard checkbox to display a waterline in the scorecard. You must mark this checkbox to specify waterline level and sort by options.
When you display a waterline, the projects in the scorecard are sorted
into two separate groups based on the defined constraint limit and sort by
options you specify. The projects above the waterline, displayed with a white
background, are those that collectively meet the constraint limit
value; all other projects, displayed with a light blue background, appear
below the waterline.
To define a constraint limit
- In the Parameter drop-down list, select any numeric, project-level field.
- Next, select an operator from the Is drop-down list.
- In the Value field, type a numeric value to complete the constraint limit criteria statement.
For example, if you only have a total of $1,000,000 to allocate for all
projects for a particular portfolio, you may want to specify a constraint
limit to represent this limited budget amount. To do so, define a constraint
limit as follows:
Current Budget is less than or equals 1,000,000.
To specify sort by options
- In the First rank by drop-down list, specify
the field you want to use to sort projects in the scorecard. From the Sort
Order drop-down list, select whether projects are sorted in either
ascending or descending order.
Tip: The fields you select override any sort order or sort by fields you have selected in the Select the custom columns to display section.
Along with the constraint limit you defined, your sort by and sort order selections determine which projects fall above and below the waterline.
For example, to help determine which projects you want to include in the $1,000,000 current budget you defined as the constraint limit, you may want to rank projects by strategic priority. To do so, select Strategic priority from the First Rank by drop-down list. To include projects with the highest priority first, select an ascending sort order.
When displayed in the scorecard view, the waterline creates a forced ranked list of projects with the highest strategic priority that would fit within your $1,000,000 budget.
- Use the Then rank by drop-down list to specify a secondary sort by field, which is used to sort projects in the scorecard that have the same value for the field selected as the First rank by sort option. Next, specify either an ascending or descending sort order for this field.
Select user access to this view - specify user access to the view. You can make the view available only to you (Current User) or for another user you select. If you have the required security privilege, you can make the view available to all users with module access to the portfolio view, indicating it is a global portfolio view.