Establishing Portfolio Analysis Preferences

To establish portfolio analysis preferences, use the User Portfolio Preferences (PPK_USER_PREFER) component.

This section provides an overview of the portfolio analysis preferences and discusses how to:

Define portfolio analysis defaults.
Specify additional measures for portfolio analysis.

Pages Used to Establish Portfolio Analysis Preferences

Page Name	Definition Name	Navigation	Usage
Portfolio Analysis Defaults	BC_PRJ_KPI_DFLT	select Project Portfolio Management, then select Administration, then select User Portfolio Preferences, then select Portfolio Analysis Defaults	Specify, by user, the default business unit, scenario, portfolio tree, and time period to use for portfolio analysis.
Additional Portfolio Measures	PPK_ADDL_MSRS	select Project Portfolio Management, then select Administration, then select User Portfolio Preferences, then select Additional Portfolio Measures	Specify, by user, up to four additional measures to view on the Portfolio Analysis page.

Understanding Portfolio Analysis Preferences

Portfolio analysis preferences are set individually by each user, and establish:

The default business unit, scenario, portfolio tree, and time period to use for portfolio analysis.
Any additional measures to include.

These settings are associated with the user ID that is specified at login. These options enable users to control which data they view by default when they access the Portfolio Analysis component.

Portfolio Analysis Defaults Page

Use the Portfolio Analysis Defaults page (BC_PRJ_KPI_DFLT) to specify, by user, the default business unit, scenario, portfolio tree, and time period to use for portfolio analysis.

Navigation

select Project Portfolio Management, then select Administration, then select User Portfolio Preferences, then select Portfolio Analysis Defaults

Image: Portfolio Analysis Defaults page

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

Specify the defaults to use for portfolio analysis. The system automatically displays the data from this business unit, scenario, and time period—using the specified portfolio tree—when you view the Portfolio Analysis page.

Business Unit

Select the default business unit to view.

Scenario

Select the default scenario to view.

Portfolio Tree

Select the default portfolio tree to view.

Current

Select to use the most recent assessment results.

Choose

Select to use the assessment results of a specified accounting period; select the specific fiscal year and accounting period.

Additional Portfolio Measures page

Use the Additional Portfolio Measures page (PPK_ADDL_MSRS) to specify, by user, up to four additional measures to view on the Portfolio Analysis page.

Navigation

select Project Portfolio Management, then select Administration, then select User Portfolio Preferences, then select Additional Portfolio Measures

Image: Additional Portfolio Measures page

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

Select up to four additional measures to include when analyzing project portfolios. These measures appear in the Additional Measures tab on the Portfolio Analysis page.

You establish measures by using the Define Measures/Dimensions page.

See Defining Measures and Dimensions.