Portfolios Navigation Bar

Click a portfolio toolbar button to open its corresponding page.

Screen Elements

"" Portfolio Analysis

Opens the Portfolio Analysis page, which enables you to to analyze portfolio data, conduct side-by-side comparisons of two project groups, and apply what-if scenarios and waterline analysis techniques to assist with executive-level critical decision making.

"" Capacity Planning

Opens the Capacity Planning page, which enables you to analyze role allocation and cost over time. Multiple chart formats display role allocation for the projects and roles you select, enabling you to quickly identify areas of under or over allocation.

"" Performance Status

Opens the Performance Status page, which displays summarized schedule and cost or labor unit data based on the performance metric you select.

"" Gantt Chart

Opens the Gantt Chart page, which displays timescaled performance or earned value schedule information at the WBS level, along with unit or cost data, in a spreadsheet or histogram.

"" ROI

Opens the ROI page, which displays cost/benefit information based on live data for the open project group.

"" Details

Use this page to modify a group of projects, called a portfolio.


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