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Portfolio views

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A portfolio view is a customized layout of project information used to analyze a group of projects. You can create multiple views and, for each one, you can define a set of data fields and choose to display data in either a graphical chart or scorecard format, depending on your information needs. Once defined, you can display a view for any project group to analyze summarized data for all projects contained in it.

For more information, click the following topics:

Creating Portfolio Views

If you have appropriate module access, you can create portfolio views for your own private use or for another individual to use. If you have the required security privilege, you can also create global portfolio views to share with all users with appropriate module access to portfolio views. Each view is customizable, so you can select the type of project information you want to display and the format in which it appears.

Depending on how you want to analyze data, you can choose one of the following portfolio view formats:

To create a portfolio view, from the Projects action menu in the global navigation bar, choose Manage Portfolio Views, then click Create View. For more detailed information, see Create or modify portfolio views.

Tip: You can also create portfolio views on the Portfolios > Portfolio Analysis page and when you customize a dashboard to display a new portfolio view portlet.

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Displaying Portfolio Views

Once created, you can display views on the Portfolios > Portfolio Analysis page, or on any dashboard you have access to. When you display a view, you must select the project group to which you want it to apply. On the Portfolios > Capacity Planning page, you can display any scenario that is associated with a scorecard view.

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