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Customize the Portfolio View portlet

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The customize options available for the Portfolio View portlet depend on the type of view currently displayed:

Chart view

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 and the title that appears in the title bar of the portlet. 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, all of the projects together 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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Scorecard view

Specify the following general information about the scorecard:

Field Definitions

Title
The name of the view and the title that appears in the title bar of the portlet. 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.

You can also specify additional customize options for the scorecard on the following two tabs:

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Columns

Note: If you choose to show requested projects, they will not be included in a scorecard if the page/tab on which you are viewing the scorecard is filtered by a manual portfolio.

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Group

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.

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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