The customize options available for the Portfolio View portlet depend on the type of view currently displayed:
Chart view
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 and the title that appears in the title bar of the portlet. 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, all of the projects together 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.
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 fields 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.
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Scorecard view
Specify the following general information about the scorecard:
Field Definitions
- Title
- The name of the view and the title that appears in the title bar of the portlet. 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.
You can also specify additional customize options for the scorecard on the following two tabs:
- Columns - use this tab to choose the data columns you want to display in the scorecard. Also, use this tab to specify any sorting options you require.
- Group - use this tab to choose how you want to group, or categorize projects. For example, you can group projects by project code, by planned start, or by responsible manager.
Columns
-
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 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. The Name column always displays, so it is not included in the Available Columns list. To display the set of default columns, click Default.
- Use the Sort by drop-down list to specify how you
want to sort all projects in the scorecard.
- 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: In the Portfolio View portlet, you can also click a column title to sort by that field or to change the current sort order. A small arrow indicating the sort order appears next to the column heading of the current sort by field.
- Choose Show Project Requests if you want to analyze potential projects along with approved projects in the scorecard. If you choose this option, note that only a limited number of columns will display values for the requested projects.
Note: If you choose to show requested projects, they will not be included in a scorecard if the page/tab on which you are viewing the scorecard is filtered by a manual portfolio.
Group
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.
- 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 Background 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 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.
Tip: Start date rollups reflect the earliest date for the group and finish date rollups reflect the latest date for the group. Unit and cost rollups are a total of the values for each project in the group.