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Choose a page in the Portfolios section

Common Questions

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When you open a project group in the Portfolios section, you are navigated to the Portfolios landing page. The landing page is specified in your assigned user interface view and can be any available page in the Portfolios section. After landing in the Portfolios section, use the Portfolios toolbar (shown below) to choose the page you want to work with.

Portfolios toolbar

Tips:

Pages in the Portfolios section are designed to present a specific subset of information and to enable you to analyze and work with portfolio data. Some pages offer customization options.

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The Portfolio Analysis page enables you to conduct a side-by-side comparison of two project groups using portfolio view and scenario features. You can also apply sophisticated what-if and waterline analysis techniques to aid decision making.

The Capacity Planning page enables you to analyze role allocation over time for the combination of projects and roles you select, using scenarios to compare historical data against the latest summarized data. You can view role allocation graphically or in spreadsheet form, and you can adjust project forecast dates to determine how schedule changes affect planned role allocation. You can also apply sophisticated what-if and waterline analysis techniques to aid decision making.

 

The Executive Summary page is a dashboard view that includes schedule status, projected finish date, and a graphical indication of performance based on thresholds you can specify.

The Performance Status page displays schedule and cost information based on the metric you choose: schedule, earned value, or performance indices.
The Issues page lists issues for the open project group. The Issues page provides filtering and charting features as well as the capability to add issues and display issue details.

Portfolio Issues

Issues

The Risks page lists risks for the open project, along with detail columns you can customize. You can also add risks and display additional details.

The Gantt Chart page displays a timescaled bar chart representation of the project schedule, along with labor and cost details in spreadsheet or histogram format.
The ROI page displays narrative cost/benefit summary information and graphical, time distributed detail of project-level spending, cash inflow, and NPV.

ROI

ROI

The Notebook page enables you to view, assign, and edit project notebook topics.
The Details page enables you to review and revise portfolio details and revise the list of projects that comprise the portfolio.

Portfolio Details

Details


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