If you have the required security privileges, you can edit some global and project data in scorecards displayed in the Portfolio View portlet in Dashboards and on the Portfolios > Portfolio Analysis page. Editable scorecard fields display with a white background, while uneditable scorecard fields display with a light gray background.
I want to:
- edit scorecard data in the Portfolio View portlet
- edit scorecard data on the Portfolio Analysis page
- learn which fields are editable
Edit scorecard data in the Portfolio View portlet
When you customize the Portfolio View portlet to display a scorecard and display the portlet on a dashboard, you can edit some scorecard data. To edit scorecard data:
- In the Portfolio View portlet title bar, click
to maximize the portlet.
Note: You can only edit data in the scorecard when the portlet is maximized.
- Double-click in the cell you want to edit, then enter or select a new value.
Note: You can only edit data in project rows. Summary and WBS rows are not editable.
- When you are finished editing data, click Save to save your changes, or click Cancel to discard your changes.
Edit scorecard data on the Portfolio Analysis page
When you display a scorecard that is not associated with a scenario on the Portfolio Analysis page, you can edit some scorecard data. To edit scorecard data:
- 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, choose the scorecard view you want to edit from the View list.
- From the corresponding Scenario list, choose <Latest Data>.
Note: You can only edit data in the scorecard when <Latest Data> is selected. You cannot edit data when the scorecard is associated with a scenario because scenario data represents the state of a group of projects at the time the scenario was created.
- Double-click in the cell you want to edit, then enter or select a new value.
Note: You can only edit data in project rows. Summary and WBS rows are not editable.
- When you are finished editing data, click
to save your changes. If you do not want to save your changes, click
.
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Editable scorecard fields
You can edit data in all project code and non-calculated user-defined field columns, along with the following fields:
Project Name, Project ID, Responsible Manager, Project Owner, Project Status, Risk Level, Strategic Priority, Project Leveling Priority, Planned Start Date, Must Finish By Date, Data Date, Original or Planned Budget, Project Website URL, Annual Discount Rate, and Parent EPS.
Note: You cannot edit data for calculated project user-defined fields.
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