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Compare project groups

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You can access the Portfolios > Portfolio Analysis page to conduct a side-by-side comparison of two project groups, such as portfolios.

To compare project groups, you need to

To select project groups to compare

  1. Open the first project group you want to include in your comparison.

    Tip: You can select any EPS, project code value, or portfolio. A project code value group contains projects that have been assigned to that value; an EPS group contains projects that belong to a specific organizational entity defined in the project database (an EPS node); a portfolio group contains the list of projects contained in the portfolio.
  2. Click Portfolio Analysis on the Portfolios toolbar to display the Portfolio Analysis page.

The page is divided into two sections, enabling you to display information related to one project group in one section, and information specific to a second project group in the other section. The two selected project groups can be compared side-by-side, either vertically or horizontally.

The top, or left, section of the page always displays the project group you initially opened in Step 1. The bottom, or right, section of the page displays the project group you select in that section's Filter by field. By default, when you access the Portfolio Analysis page, the project group you initially open displays in both sections of the tab.

  1. To select a second project group to include in your comparison, in the bottom, or right, section of the page, click Assign next to the Filter by field. Select a project group, then click OK.

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Select data to display for each project group

For each project group, depending on your analysis needs, you can choose to display the latest summarized data, or a snapshot of historical project data that has been saved as a scenario. You can also select a portfolio view to determine the layout of project data.

The type of data and the data layout that displays for each project group depends on the selections you make in the Scenario and View lists.

To select data to display for each project group

For each project group,

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