Search

Create Portfolio View/Portfolio View Details

Tips

Related Links

Use this page to specify details about a new portfolio view, or modify details about an existing portfolio view. You can specify the type of project information you want to display in the view, and choose who can access it.

To create or modify a view, specify the required information on this page, then click Save. The type of information you can specify depends on the type of view selected:

Chart view

Use the following sections to specify details about the chart:

top

Select the information to display - 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. 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, together all of the projects 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.
Show all values on axis, not just assigned values
Displays all values on the X axis and Y axis, even if there is no assigned value. For example, if you choose to display Project Status on the X axis, the X axis displays all types of Project Status (Active, Inactive, What-If), even if no projects are assigned to a status type. This option only applies when you choose to display project code, project status, or risk level on the X or Y axis. This option 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 field 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.

top

Select user access to this view - specify user access to the view. You can make the view available only to you (Current User) or for another user you select. If you have the required security privilege, you can make the view available to all users with module access to portfolio views, indicating it is a global portfolio view.

top

Scorecard view

Use the following sections to specify details about the scorecard:

top

Select the information to display - specify the following general information about the scorecard:

Field Definitions

Title
The name of the view. 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.

top

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: 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.

top

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, 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.

Tip: Group by options are not available when you have a waterline displayed in the scorecard. For more information about displaying waterlines, see the Select waterline options section.

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:

top

Select waterline options - 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 constraining limit.

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.

top

Select user access to this view - specify user access to the view. You can make the view available only to you (Current User) or for another user you select. If you have the required security privilege, you can make the global portfolio view available to all users with module access to portfolio views.

top