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 - use this tab to choose the data columns you want to display in the scorecard. Also, use this tab to specify the sort order.
- Group - use this tab to choose how you want group, or categorize, issues in the scorecard.
- Waterline - use this tab to specify waterline options to help analyze projects in the scorecard. Waterlining enables you to force rank projects into two groups by sorting and applying a constraint limit.
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.
- In the Available Columns list, select each column of
information you want to display, then click the arrow buttons to move them
to the Selected Columns list. The top-to-bottom order
of the fields in the Selected Columns list determines
how the columns display, left to right, in the scorecard. To change the
column order, use the up and down arrow buttons.
Tip: You can display a maximum of 30 columns.
- Use the Sort by drop-down list to specify how you want
to sort all projects in the scorecard.
Tip: If you choose to display a waterline on the scorecard, the fields you select to sort by on the Waterline tab override your selection for this field.
- From the Sort Order drop-down list, you can select to
list projects in the scorecard in either ascending (e.g., A to Z) or descending
(e.g., Z to A) order.
Tip: If you choose to display a waterline on the scorecard, the sort order options you select on the Waterline tab override your selection for this field.
- Choose Show Project Requests if you want to analyze potential projects along with approved projects in the scorecard. If you choose this option, only a limited number of columns will display values for the requested projects.
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.
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.
- The To Level drop-down list is enabled when you choose
to group by a hierarchical field, for example responsible manager. Use
this list to choose the number of hierarchy levels you want to group by.
For example, if your responsible manager/OBS structure comprises five levels,
you may want to group only to the third level. In this case, projects associated
with lower levels of the OBS are listed under the level 3 band.
Note: You cannot group by more than one hierarchical field.
In the scorecard, each selected grouping level appears with a colored band.
- From
the Band Color drop-down list, you can select
the background color you want to display for each grouping level band.
- The Text drop-down list lets you choose the color of the text that displays in the grouping level band.
- Use the Sort Order drop-down list to specify whether projects in the group are listed in either ascending (e.g., A to Z) or descending (e.g., Z to A) order.
You can additionally mark or clear the following checkbox options to customize the text that appears in each colored band:
- Show field title in band - displays the selected grouping
level field name, followed by the field value. For example, if you select
to group projects by Project Status, the following text appears in the
bands for the grouping level:
Project Status: Planned
Project Status: Active
Project Status: Inactive
Project Status: What-if
- Show field rollups in band - displays summary information for all cost, numeric, integer, start data, and end date fields in the grouping level.
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:
- In the Parameter drop-down list, select any numeric, project-level field.
- Next, select an operator from the Is drop-down list.
- 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.
- Use the First rank by drop-down list to specify the
field you want to use to sort projects in the scorecard. This is a required
field.
Tip: The field you select overrides any field you have selected to sort by on the Columns tab.
- Use the Then rank by drop-down list to specify a secondary
sort by field, which is used to sort projects
in the scorecard that have the same value for the field selected
as the First rank by sort option.
- From the Sort Order drop-down lists, select whether
projects in the scorecard are listed in either ascending or descending
order.
Tip: The option you select overrides any sort order you have selected on the Columns tab.
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.