You can access the Portfolios > Portfolio Analysis page to conduct a side-by-side comparison of two project groups, such as portfolios.
To compare project groups, you need to
To select project groups to compare
- Open the first project group you want
to include in your comparison.
Tip: You can select any EPS, project code value, or portfolio. A project code value group contains projects that have been assigned to that value; an EPS group contains projects that belong to a specific organizational entity defined in the project database (an EPS node); a portfolio group contains the list of projects contained in the portfolio.
- Click
on the Portfolios toolbar to display the Portfolio Analysis page.
The page is divided into two sections, enabling you to display information related to one project group in one section, and information specific to a second project group in the other section. The two selected project groups can be compared side-by-side, either vertically or horizontally.
The top, or left, section of the page always displays the project group you initially opened in Step 1. The bottom, or right, section of the page displays the project group you select in that section's Filter by field. By default, when you access the Portfolio Analysis page, the project group you initially open displays in both sections of the tab.
- To select a second project group to include in your comparison, in the bottom, or right, section of the page, click
next to the Filter by field. Select a project group, then click OK.
Select data to display for each project group
For each project group, depending on your analysis needs, you can choose to
display the latest summarized data, or a snapshot of historical project data
that has been saved as a scenario.
You can also select a portfolio view to
determine the layout of project data.
The type of data and the data layout
that displays for each project group depends on the selections you make in
the Scenario and View lists.
To select data to display for each project group
For each project group,
- Use the Scenario list to display the latest
summarized data, or to display a scenario, which is a snapshot of historical
project data for the group.
- To display the latest summarized data, select <Latest
Data>.
- To display historical project data, select
a scenario. You can select from the list of all scenarios associated
with the currently selected project group that you have access
to.
When you select a scenario, the data that displays is specific to the projects included in the group at the time the scenario was created. The view associated with the scenario at the time it was created displays in the View list. While you can select another view to display a different layout of project information for project data saved with the scenario, you cannot modify the actual project data.
Tip: If you select another view to display a different layout of project information for data saved with the scenario, you cannot save it as part of the scenario; the view saved with the scenario when it was created always remains associated with it. You can modify details about the view associated with a scenario (e.g., you can change the group by options for a chart view or, for a scorecard view, you can change the columns that display or any waterline options) and save these modifications with the scenario; however, this same view is always associated with the scenario. If you choose to display a view that is not associated with the selected scenario, you can click
and save the combination as a new scenario.
If you select a scenario that has a scorecard view associated with it, the list of checked projects saved with the scorecard view are also displayed. For more information, see Modify a Group
- To display the latest summarized data, select <Latest
Data>.
- Use the View list to display a specific
portfolio view, which determines the layout of project data for the group;
a view defines the fields that display and the format, either chart or
scorecard. You can select from the list of all portfolio views to which
you have access. If you do not have any existing views, a Default Scorecard
view displays.
Tip: You can create views on the Portfolio Analysis page, or you can create a views on the Portfolio Views page. You can also create views when you customize a dashboard to add new Portfolio View portlets. Any new views you add to a private dashboard are added as user views, which only you can access; any new views you add to a global or multi-user dashboard are added as global views, which are available to all users with appropriate module access.