Portfolio Analysis Page

Overview

Use this page 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. The Portfolio Analysis page is divided into two halves. Information related to one project group appears on one side and information specific to a second project group appears on the other side.

For each project group, 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.

Screen Element

Compare options

Choose one of the following options for viewing the two selected project groups.

  • Vertically (stacked)
  • Horizontally (side-by-side)

Portfolio Analysis toolbar

See Portfolio Analysis Toolbar.

Portfolio Analysis Settings bar

See Portfolio Analysis Settings Area

Work Area

Displays the data or chart you selected in the View field on the settings bar.

Getting Here

  1. Click "" Portfolios.
  2. On the Portfolios navigation bar, click "" Portfolio Analysis.

Related Topics

About Portfolios

Working with Portfolios

About Portfolio Views

Working with Portfolio Views

About Portfolio Scenarios

Working with Portfolio Scenarios

Assigning Projects to a Portfolio

Creating Portfolio Scenarios

Creating Projects on the Portfolio Analysis Page

Sending E-Mail About Scenarios


Copyright information