Analyzing Project Portfolios

This section discusses how to:

Configure the analysis and review results.
Specify the analysis parameters.
View costs and benefits by fiscal year or period.

Pages Used to Analyze Project Portfolios

Page Name	Definition Name	Navigation	Usage
Portfolio Analysis	BC_PORTFLIO_VIEW	select Project Portfolio Management, then select Analysis, then select Portfolio Analysis Click OK on the Portfolio Analysis Search page.	Analyze important metrics for multiple project requests.
Portfolio Analysis Search	BC_PORTVIEW_FILTER	Click Change View Parameters on the Portfolio Analysis page.	Specify analysis parameters.
Project Period View	BC_PROJECT_VIEW	Click the View Projects by Periods link on the Portfolio Analysis page.	Review estimated costs and benefits per project request, by accounting period or fiscal year.

Portfolio Analysis Page

Use the Portfolio Analysis page (BC_PORTFLIO_VIEW) to analyze important metrics for multiple project requests.

Navigation

select Project Portfolio Management, then select Analysis, then select Portfolio Analysis
Click OK on the Portfolio Analysis Search page.

Note: If the portfolio analysis preference settings have not been established by using the User Portfolio Preferences component, the Portfolio Analysis Search page automatically appears and must be completed before you access the Portfolio Analysis page.

Image: Portfolio Analysis page

This example illustrates the fields and controls on the Portfolio Analysis page. You can find definitions for the fields and controls later on this page.

Chart Parameters

Expand this group box to configure the portfolio analysis, or select a previously saved analysis configuration.

Analysis

Select an analysis from the drop-down list to view a previously saved analysis.

Default Analysis

Select to set the current analysis configuration as the analysis that appears whenever you access this page.

Save Analysis

After defining the chart parameters, click to save the currently defined analysis. There are several ways to save an analysis configuration:

If the analysis has never been saved, enter the name in the adjacent edit box, then click Save Analysis. The Analysis field will automatically populate with the saved analysis name.
To save the analysis to a new name, enter the name in the adjacent edit box, then click Save Analysis.
To save changes to the currently loaded analysis, click Save Analysis without entering a name in the adjacent edit box.

Chart Title

Enter the title for the chart.

Chart Type

Select the type of chart to generate. Options are:

Bar Chart - 2d: Select to generate a two dimensional bar chart.

Bar Chart - 3d: Select to generate a three dimensional bar chart.

Bubble Chart: Select to generate a bubble chart.

Line Chart: Select to generate a line chart.

Pie Chart - 2d: Select to generate a two dimensional pie chart.

Pie Chart - 3d: Select to generate a three dimensional pie chart.

Stacked Bar - 2d: Select to generate a two dimensional stacked bar chart.

Stacked Bar - 3d: Select to generate a three dimensional stacked bar chart.

Additional Line Plot and Plot Data

Select this check box to include an overlay line on the chart, and select the measure to use for its data.

This option is available only for bar charts and stacked bar charts.

X Axis

Select the dimension or measure to use as the data for the X axis. For line and bubble charts, the available values are measures, for the remaining chart types, the available values are dimensions.

X Title

Enter the X axis title.

Y Axis

Select the measure to use as data for the Y axis.

Y Title

Enter the Y axis title.

Y1 Data

Select the dimension or measure to use as the 2nd set of data to stack vertically on the bars.

This option is available only for stacked bar charts.

Y2 Data

Select the dimension or measure to use as the 3rd set of data to stack vertically on the bars.

This option is available only for stacked bar charts.

Y3 Data

Select the dimension or measure to use the 4th set of data to stack vertically on the bars.

This option is available only for stacked bar charts.

Size

Select the dimension or measure to use as the data for the bubble size.

This option is available only for bubble charts.

Color

Specify which measure's assessment color to use as the bubble color. This option is available only for bubble charts.

X Label 1

Enter text for the label. This option is available only for bubble charts. It represents the trend, and appears as the left-most label on the X axis.

X Label 2

Enter text for the label. This option is available only for bubble charts. It represents the trend, and appears as the right-most label on the X axis.

Y Label 1

Enter text for the label. This option is available only for bubble charts. It is the label that appears lowest on the Y axis.

Y Label 2

Enter text for the label. This option is available only for bubble charts. It is the label that appears highest on the Y axis.

Delete

Click to delete the current saved analysis configuration.

Portfolio KPI - Measures in Chart

This grid lists the detail values of the measures or dimensions used as chart data, and contains the following columns:

Lists the description of the portfolio tree used in the analysis. Click the description to access the Portfolio Definition - Dimension Selection page if the row is a node ID from the project portfolio tree, or the Project Request definition page, if the row is a project request ID.

The first row in the grid is the description of the selected tree node. The remaining rows are either the directly subordinate nodes, or if the selected tree node is the lowest-level node, the project IDs associated with that node. The aggregated values for nodes are controlled by the rules established in the Define Measures/Dimensions page.

Portfolio Analysis Search Page

Use the Portfolio Analysis Search page (BC_PORTVIEW_FILTER) to specify analysis parameters.

Navigation

Click Change View Parameters on the Portfolio Analysis page.

Image: Portfolio Analysis Search page

This example illustrates the fields and controls on the Portfolio Analysis Search page. You can find definitions for the fields and controls later on this page.

Business Unit, Scenario ID, Fiscal Year, and Accounting Period

Select the organization and time period to view.

Portfolio Tree

Select the project portfolio tree to use for the analysis. This determines which project requests are included.

Change User Preferences

Click this link to access the User Portfolio Preferences component, where you can modify the settings that determine the default business unit, accounting period, scenario, and portfolio tree that are used by the Portfolio Analysis page.

Add a New Portfolio Tree

Click this link to access Tree Manager, where you can add a new portfolio tree.

Project Period View Page

Use the Project Period View page (BC_PROJECT_VIEW) to review estimated costs and benefits per project request, by accounting period or fiscal year.

Navigation

Click the View Projects by Periods link on the Portfolio Analysis page.

Image: Project Period View page

This example illustrates the fields and controls on the Project Period View pageProject Period View page . You can find definitions for the fields and controls later on this page.

View By

Select the time period by which to view project costs and benefits.

Chart Type

Select Line to view a line chart of the costs and benefits over time.

Estimated Project Request Cost and Estimated Project Request Benefit

Expand or collapse these grids to view or hide the estimated costs and benefits for each project in the portfolio by accounting period or fiscal year.