Portfolio Analysis ToolbarThe Portfolio Analysis toolbar includes the following: Screen Elements
Saves any new or modified entries to the database.
Displays options for saving the current item as a new instance with a new name.
Cancels any pending changes and reverts back to the last saved state.
Displays options for creating a new portfolio view based on either an existing view or new attributes you define.
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.
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:
Displays a dialog box for selecting defaults for newly created projects. Click
Deletes a selected project in the view.
Redirects you to the Create Portfolio page.
Displays the Customize Scorecard dialog box and directs you to the Waterline tab.
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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