Portfolio View Portlet

Overview

Use this portlet to analyze project data for an entire portfolio in a chart or scorecard format. You can customize the exact data fields you want to display and the type of chart or scorecard you want to view. When displaying a scorecard, you can also add and delete projects, export data, and even edit certain project data. As you analyze data for a project group, you might identify issues with a particular project or require more detailed project information. In this case, click "" Open Project.

Screen Elements

Title

The name of the portfolio view. Because P6 portfolio view titles support up to 255 characters, this field can include descriptive information helpful to users in identifying each view. Histogram of Remaining Effort by Sponsor and At Completion Variance Analysis by Product Bubble Chart are examples of portfolio views that have been assigned helpful descriptive titles. The portfolio view title appears in the portlet titlebar.

Screen Elements for Charts

The following screen elements apply only to bubble, histogram, and pie chart portfolio views (not scorecards).

Chart toolbar

The first icon that appears in your portlet's toolbar is based on the selection you made in the portfolio view Type field.

  • "" Bubble Chart: Displays the bubble chart.
  • "" Histogram Chart: Displays the stacked, side-by-side, or standard histogram.
  • "" Pie Chart: Displays the pie chart.

"" Spreadsheet

Enables you to view the actual source data used to generate the chart.

Customize link

Opens a dialog box for modifying how the information is presented in the chart. See Portfolio Views Section of the Content Tab of the Customize Dashboard Page for further details.

Screen Elements for Scorecards

The following screen elements apply only to scorecard portfolio views.

Save link

Saves any changes made to project data within the current portfolio.

Cancel link

Cancels any pending changes made to project data within the current portfolio.

Add link

Creates a new What If project within the current portfolio.

Note: The first time you click this link in the portlet, the Add Project dialog box appears prompting you to select the default Responsible Manager for all newly created projects.

Delete link

Deletes the currently selected project from the database.

Expand link

Shows the contents of each group. To show the contents of individual groups, click "" beside the group title.

Collapse link

Hides the contents of each group. To hide the contents of individual groups, click "" beside the group title.

Export Spreadsheet link

Exports the scorecard data to a spreadsheet file.

Customize link

Enables you to set the Title, Type, and applicable options for the portfolio view.

Scorecard table

The scorecard presents its data in a table or spreadsheet format. You can customize the fields displayed as columns.

Total summary row

Dates, sums, and other totals calculated from all the data in the scorecard.

"" Open Project icon

Opens the selected project in the Projects section. The default destination page (EPS, Activities, Workspace, etc.) is determined by your user interface view settings and My Preferences page view settings.

Tips

  • When viewing a scorecard in the portlet, if you add or delete a project or edit project data, you must save your changes before navigating to another page. If you do not, any projects you add or delete, and any data you edit, will not be saved to the database.
  • When you customize a dashboard, you can add up to 50 Portfolio View portlets. You can add any existing portfolio views (global or user views) to a private dashboard; however, you can add only existing global views to a global or multi-user dashboard. Any new portfolio views you add to a private dashboard are added as user views; any new portfolio views you add to a global or multi-user dashboard are added as global views. You can modify a portfolio view from the Portfolios page to change whether it is a user or a global view.
  • Information displayed in the Portfolio View portlet is based on summarized data, so it is current as of the last date the summarizer was run for a project. You can easily determine the date the summarizer was last run if you are displaying a scorecard view. To determine the date, add the column Last Summarized Date, which is available under the Summary section of the Available Columns list when you customize the portlet.

Getting Here

  1. Click "" Dashboards.
  2. On the Dashboards page, select a dashboard.
  3. On the dashboard, expand the Portfolio View portlet.

Related Topics

About Portlets

List of Portlets

Creating Portfolio View Portlets

Customizing Portfolio View Portlets


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