Manage Portfolio Views Page

Overview

This page lists all portfolio views available to you. Use this page to create, modify, and delete portfolio views. A portfolio view is a scorecard or chart providing high-level information spanning an entire group of projects.

Screen Elements

Create View button

Creates a new portfolio view.

Search field

Incremental search field. As you type, the list of entries is refreshed and matching scenario names automatically expand in the list. To reset the list, clear the search field.

List of Entries

Arranged by the types of portfolio views

Title

Displays the name of the view. The list of views is organized by type: Bubble Chart, Histogram, Pie Chart, Scorecard, Side-by-side Histogram, and Stacked Histogram. The total number of views available for each type is displayed in parentheses.

Available to

Indicates the user access for the view:

  • Global: All users with module access to global portfolio views can use the view.
  • User: Restricted to current, specified user.

Getting Here

Click the "" Portfolios menu and choose Manage Portfolio Views.

Related Topics

About Portfolios

Working with Portfolios

About Portfolio Views

Working with Portfolio Views

About Portfolio Scenarios

Working with Portfolio Scenarios

Creating Portfolio Views

Creating Portfolio Scenarios

Creating Portfolios


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