The Portfolio View portlet enables you to display a portfolio view on a dashboard to help analyze data for a particular project group, or project. Depending on your information needs, you can customize the portlet to analyze data in either a chart or scorecard format, and you can choose the exact data fields you want to display in the view. When displaying a scorecard in the portlet, you can also add and delete projects and edit some project data.
For more information about the Portfolio View portlet, click the following topics:
- What information is displayed?
- Customizing the Portfolio View portlet
- Printing the contents of the Portfolio View portlet
What information is displayed?
The portlet displays the information you choose, down to the WBS level, for all projects included in the current dashboard filter. For example, if you filter by a portfolio, the portlet displays data for all projects included in that portfolio.
The type of view and the project information that displays depends on the customize options you choose for the portlet. Data is displayed in 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. For a chart
view, you can specify the data you want to analyze in the chart, grouping
and color options, the dimension of the chart (3-D or 2-D), and other options specific to the chart type.
To help interpret project data, a legend appears in the portlet for all charts except the histogram.
To show or hide data in the legend, click the expand and collapse arrows in the legend's title bar.
To determine the data represented in the chart, move the mouse over each bar, slice, or bubble.
To display chart data in spreadsheet format, clickabove the chart. To revert back to a chart format, click the chart icon. The chart icon that displays is specific to the type of chart displayed in the Portfolio View portlet (Bubble chart
, Histogram
, or Pie chart
).
- Scorecard Views let you display project data in a tabular,
row and column format similar to a spreadsheet. For a scorecard view, you
can specify the columns of information you want to display. For example,
you can display project dates or project
score information. You can also display project user defined fields,
including any calculated
project user defined fields, or project costs. Customize options also
let you identify group by and sorting options.
When a scorecard displays, you can choose to show or hide all project data, export the spreadsheet to Excel, and edit some project data.
To show or hide project data, click Expand All or Collapse All. Expand all shows data according to the level you previously had expanded.
To resize columns widths, click and drag the column headings.
To export a scorecard to Excel, click Export Spreadsheet, then choose to either open the file or save it to your computer. To export the entire spreadsheet, click Expand All before you click Export Spreadsheet. If you do not expand the entire spreadsheet before exporting, only rows you have previously expanded are exported. Rows you have previously expanded are exported even if you subsequently collapse them before exporting the spreadsheet.
Tip: Any waterline options you have defined for a scorecard view do not display on the Portfolio View portlet. Access the Portfolio Analysis tab to display waterlines.
To edit scorecard data, click
to maximize the portlet, then double-click in the cell you want to edit. Fields you can edit display with a white background, while uneditable fields display with a light gray background. After editing scorecard data, click Save to save your changes; to discard your changes, click Cancel.
For more detailed information, including a complete list of all editable fields, see Edit scorecard data.
To add a project, select the row immediately above where you want to add the project, then click Add; the project is added immediately below the row you selected and is populated with default data. Click Save to ensure that the new project is saved. After you add a project, you can edit some data directly in the scorecard. For detailed information, refer to Edit scorecard data.
To delete a project, select the project you want to delete, click Delete, then click Yes to confirm the deletion. Click Save. The project is not removed from the scorecard until you save your changes.
Note: To add and delete projects from a scorecard, and to edit project data in a scorecard, the portlet must be maximized and you must have the appropriate security privileges. For more information on adding and deleting projects from a scorecard, refer to Create or delete projects from a scorecard.
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Customizing the Portfolio View portlet
To customize the Portfolio View portlet, click Customize. For more information about customize options you can choose, see Customize the Portfolio View portlet.
Tips: You can also specify options for the portlet when you customize the dashboard. You can customize options for a global view only if you have the required security privilege.
To view a list of activities for a project or WBS element in a scorecard view, customize the portlet to include the Activities column. Then, in the portlet, click the View link that appears in the column.
Tip: When you customize the portlet, the Activities column appears under the Available Columns General category.
From the activity list, which is sorted by Start date, you can drill down to a list of resource assignments for each activity. Both the activity and resource assignment lists are customizable to enable you to view the column data you are interested in. The resource assignments list also includes a link that enables you to e-mail all resources assigned to an activity.
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Printing the contents of a Portfolio View portlet
To print the contents of a Portfolio View portlet, click in the portlet title bar to open a Print Preview window. The options available to you when printing are dependent upon the type of chart displayed in the portlet. For a complete description of available options when printing a portfolio view, see Print a portfolio view.