Portfolio Analysis Toolbar

The Portfolio Analysis toolbar includes the following:

Screen Elements

"" Save

Saves any new or modified entries to the database.

"" Save As

Displays options for saving the current item as a new instance with a new name.

"" Cancel

Cancels any pending changes and reverts back to the last saved state.

"" Create Portfolio View

Displays options for creating a new portfolio view based on either an existing view or new attributes you define.

"" Maximize

Maximizes the current chart in the work area, temporarily hiding the vertical or horizontal compare view. Click Restore to reset the page to its original view.

"" Print Preview

Enables you to view a preview of the printed output. You can then decide to print or make additional changes.

Scorecard View

When you choose a scorecard view, the Portfolio Analysis Toolbar displays the following additional options:

"" Add Project

Displays a dialog box for selecting defaults for newly created projects. Click "" to assign a Parent EPS and Responsible Manager. Click Select to close and save your choices or Cancel to close the dialog box where all information will be lost.

"" Delete Project

Deletes a selected project in the view.

"" Create Portfolio from Selected Projects

Redirects you to the Create Portfolio page.

"" Waterline

Displays the Customize Scorecard dialog box and directs you to the Waterline tab.

"" Export Spreadsheet

Exports all data as it appears in the current view to a Microsoft® Excel spreadsheet (.xls) file. Customize the rows to display only the data you want to export.


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