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:
- The Project Name defaults to 'New Project n,' where n is a unique number.
- The Start Date defaults to the current date.
- The Project Status defaults to What-If.
- If the Parent EPS and Responsible Manager columns are displayed in the scorecard, these fields default to the EPS and OBS of the last open project, respectively. If these columns are not displayed when you create the project, you are prompted to select values for both fields. When prompted to select values, the window only displays EPS and OBS nodes you have the required security privilege to access.
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
- Open the project group you want to work with in the Portfolios section.
- Click
on the Portfolios toolbar to display the Portfolio Analysis page.
- In either section of the page, from the View list, choose the scorecard view you want to display.
- In the Scenario list, select <Latest Data>.
Note: You cannot create a new project when viewing scenario data for the project group.
- In the scorecard, select the row immediately above where you want to add the new project.
- Click
.
- 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.
- Edit scorecard data as applicable.
- Click
to save your changes, or click
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
.
To create a project from a scorecard displayed in the Portfolio View portlet
- In a Portfolio View portlet displaying a scorecard on the Dashboards Home page, click
to maximize the portlet.
- In the scorecard, select the row immediately above where you want to add the new project.
- Click Add.
- If prompted, select a Parent EPS and Responsible Manager for the project.
- Edit scorecard data as applicable.
- 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.
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
to complete the deletion.
In a Portfolio View portlet displaying a scorecard on the Dashboards Home page, click to maximize the portlet. Select the project you want to delete, then click Delete. Click Save to complete the deletion.
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