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Create or modify portfolio views

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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

  1. 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 Portfolio Analysis in the Portfolios toolbar to display the Portfolio Analysis page, then click Create Portfolio View icon.

  1. 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.

  2. 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

  1. From the Portfolios action menu in the global navigation bar, choose Manage Portfolio Views.
  2. 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.
  3. 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:


Chart view

Use the following sections to customize the chart:

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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.

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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:

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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.

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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.

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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.

In the scorecard, each selected grouping level appears with a colored band.

You can additionally mark or clear the following checkbox options to customize the text that appears in each colored band:

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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.

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

  1. In the Parameter drop-down list, select any numeric, project-level field.
  2. Next, select an operator from the Is drop-down list.
  3. 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

  1. 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.
  1. 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.

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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.

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