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Create or delete projects from a scorecard

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If you have the appropriate security privileges, you can create and delete projects from a scorecard on the Portfolio Analysis page and the Portfolio View portlet in Dashboards. When you create a project through the scorecard, some project data is populated with default values, including the following:

You can edit the default data, along with other scorecard data, at any time. For more information, refer to Edit scorecard data.

To create a project from a scorecard view on the Portfolio Analysis page
  1. Open the project group you want to work with in the Portfolios section.
  2. Click Portfolio Analysis on the Portfolios toolbar to display the Portfolio Analysis page.
  3. In either section of the page, from the View list, choose the scorecard view you want to display.
  4. In the Scenario list, select <Latest Data>.
Note: You cannot create a new project when viewing scenario data for the project group.
  1. In the scorecard, select the row immediately above where you want to add the new project.
  2. Click the Add Project icon.
  3. If prompted, select a Parent EPS and Responsible Manager for the project.
Note: You are only prompted to select the Parent EPS and Responsible Manager if these columns are not displayed in the scorecard.
  1. Edit scorecard data as applicable.
  2. Click the Save icon to save your changes, or click Cancel to cancel your changes. If you cancel your changes, the project you added is removed from the scorecard.
Note: When you create a new project from a scorecard on the Portfolio Analysis page, the project is automatically added to the filter currently associated with the page. However, if the page is filtered by a global portfolio and you do not have the required security privilege to edit global portfolios, the new project is removed from the scorecard when you click the Save icon.

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To create a project from a scorecard displayed in the Portfolio View portlet
  1. In a Portfolio View portlet displaying a scorecard on the Dashboards Home page, click the Maximize icon to maximize the portlet.
  2. In the scorecard, select the row immediately above where you want to add the new project.
  3. Click Add.
  4. If prompted, select a Parent EPS and Responsible Manager for the project.
  5. Edit scorecard data as applicable.
  6. Click Save.
Note: When you create a new project from a scorecard on a dashboard, the project is automatically added to the filter currently associated with the dashboard. However, if the dashboard is filtered by a global portfolio and you do not have the required security privilege to edit global portfolios, the new project is removed from the scorecard when you click Save.

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To delete a project from a scorecard

On the Portfolio Analysis page, with a scorecard view displayed, select the project you want to delete, then click . Click the Save icon to complete the deletion.

In a Portfolio View portlet displaying a scorecard on the Dashboards Home page, click the Maximize icon to maximize the portlet. Select the project you want to delete, then click Delete. Click Save to complete the deletion.

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