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Customize Scorecard View

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When customizing a scorecard on the Portfolio Analysis page or the Capacity Planning page in the Portfolios section, you can select options on the following three tabs:


Columns

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.

Note: This option is not available on the Capacity Planning page. Also, if you choose to show requested projects, they will not be included in a scorecard if the page on which you are viewing the scorecard is filtered by a manual portfolio.

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Group

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, together all of the projects 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 Waterline tab.

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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Waterline

Display waterline on scorecard - mark this 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.

Waterline level - use this section to specify criteria for the constraint limit you want to apply to the projects listed in the scorecard.

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.

Sort by - use this section to specify how you want to sort, or rank, projects in the scorecard.

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.

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