A portfolio view is a customized layout of project information used to analyze a group of projects. You can create multiple views and, for each one, you can define a set of data fields and choose to display data in either a graphical chart or scorecard format, depending on your information needs. Once defined, you can display a view for any project group to analyze summarized data for all projects contained in it.
For more information, click the following topics:
Creating Portfolio Views
If you have appropriate module access, you can create portfolio views for your own private use or for another individual to use. If you have the required security privilege, you can also create global portfolio views to share with all users with appropriate module access to portfolio views. Each view is customizable, so you can select the type of project information you want to display and the format in which it appears.
Depending on how you want to analyze data, you can choose one of the following portfolio view formats:
- Chart
views let
you to display project data graphically in either a histogram, stacked
histogram, side-by-side histogram, pie chart, or bubble chart.
- Scorecard views let you display project data in a tabular, row and column format similar to a spreadsheet. Scorecards also enable you to perform a waterline analysis of project data.
To create a portfolio view, from the Projects action menu in the global navigation bar, choose Manage Portfolio Views, then click Create View. For more detailed information, see Create or modify portfolio views.
Tip: You can also create portfolio views on the Portfolios > Portfolio Analysis page and when you customize a dashboard to display a new portfolio view portlet.
Displaying Portfolio Views
Once created, you can display views on the Portfolios > Portfolio Analysis page, or on any dashboard you have access to. When you display a view, you must select the project group to which you want it to apply. On the Portfolios > Capacity Planning page, you can display any scenario that is associated with a scorecard view.
-
On the Portfolio
Analysis page, you can conduct a side-by-side comparison of two
project groups. For each group, you can display a view to help
analyze and compare project data. Displaying different views
for each group can ultimately help with critical, executive-level
decision making. You can customize the view at any time to narrow in
on only the project information you want to analyze for the selected
group. You can also save a view as a scenario to
create a historical snapshot of the view as it is applied to a certain
project group at that moment in time.
- On the Capacity Planning page, you can display scenarios associated with scorecard views to help you analyze role usage and cost over time for a group of projects. You can customize the view to display the project and role information you want to analyze and save the view as a new scenario.
- On dashboards, you can display views as portlets. You can customize a dashboard to display up to fifty Portfolio View portlets, with each portlet representing a single view. Project data displayed in each portlet applies to the project group or project selected in the Filter By drop-down list on the dashboard.