Customize Scorecard Waterline Tab

Overview

You can display a waterline to help analyze a project group and model your strategy. A waterline sorts projects in the scorecard into two separate groups based on your defined constraint limit. Projects above the waterline, displayed with a white background, are those that collectively meet the constraint limit value; all other projects, displayed with a light blue background, appear below the waterline.

Screen Elements

Display waterline on scorecard option

Determines whether to display the waterline on scorecard. By choosing this option, any groupings and sorts defined elsewhere will be lost.

Parameter field

Select a field from one of the following categories to set the waterline level limit. The available list of fields are pre-filtered to include only numeric project-level fields.

  • Budget
  • Cost
  • Durations
  • Earned Value
  • General
  • Number of Activities
  • Percent Complete
  • Units
  • User Defined

Is field

Select from one of the following options to determine the logical constraint between the parameter and an entered value.

  • Is less than
  • Is less than or equals
  • Is greater than
  • Is greater than or equals

Value field

Enter a value for the field to complete the waterline level limit. For example, enter 100 to complete a limit where the Parameter field is Total Activities and the Is field is set to Is less than.

First rank by field

Select a field from one of the following categories to sort the scorecard:

  • Baseline
  • Budget
  • Cost
  • Dates
  • Durations
  • Earned Value
  • General
  • Number of Activities
  • Percent Complete
  • Project Codes
  • Summary
  • Units
  • User Defined

Sort Order field

Select an Ascending (A to Z; 1 up to high value) or Descending (Z to A; high value down to 1) sort order for data rows sorted by the First rank by field.

Then rank by field

Select a field from one of the following categories to sort the scorecard a second time. For example, if multiple rows share the same Parent EPS, they will all appear when sorted by this field. Choose a second field to further sort the data.

  • Baseline
  • Budget
  • Cost
  • Dates
  • Durations
  • Earned Value
  • General
  • Number of Activities
  • Percent Complete
  • Project Codes
  • Summary
  • Units
  • User Defined

Sort Order field

Select an Ascending (A to Z; 1 up to highest value) or Descending (Z to A; highest value down to 1) sort order for data rows sorted by the First rank by field.

Getting Here

  1. Open a portfolio in the Portfolios section using one of the following methods:
    • Click "" Portfolios to open the last portfolio you were working with.
    • Click the "" Portfolios menu and choose one of the most-recently used portfolios.
    • Click the "" Portfolios menu and choose Open Portfolio to select a group of projects by portfolio type, EPS node, or project code.
  2. On the Portfolios navigation bar, click "" Portfolio Analysis.
  3. On the Portfolio Analysis Settings area, select a scorecard in the View field.
  4. On the Portfolio Analysis Settings area, click More "" to access the Scorecard Settings area.
  5. On the Scorecard Settings area, click the Customize link.
  6. In the Customize Scorecard dialog box, select the Waterline tab.

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