Working with Project Bubble Charts

Contents

Creating a Project Bubble Chart

To create a project bubble chart, do the following:

1. Navigate to the Manage Dashboard screen by selecting Go To> Dashboards > Manage from the Top Navigation bar. If you are already viewing a dashboard, click on the Manage icon.
2. In the Tree pane, click on the name of your dashboard.
3. In the List pane, click on the Edit button. The Edit Dashboards page is displayed.

   Note: Make sure that all your pop-up blockers are inactive. Clicking the Edit button will open the component gallery on the Edit Dashboards page.

4. From the Category pull-down menu, select Projects. From the Subcategory pull-down menu select General.
5. Select the Project Bubble Chart dashboard components from the gallery and drag it into the layout grid.
6. Click the Save Layout button to save your dashboard layout.
7. From the Manage Dashboards screen, select the Project Bubble Chart component from the List menu.
8. Select the Filters tab from the Details pane and click on the Edit button.
9. Choose an Initiative for the dashboard.
10. From the Dashboard section, select the number of projects to show.
11. Check the In-line box associated with each filter parameter if you want to be able to edit these parameters using the In line Filters screen.
12. From the drop-down list select a parameter for the X axis.
13. Select a parameter for the Y-axis from the drop-down list.
14. If you selected Finance Aggregate for X or Y axis, then you will see options to select a finance category, finance window, finance data set, and specify a snapshot for plan.
15. Select the bubble size. You can choose fixed or have it be based on effort, or team members (including or excluding Tabid).
16. You can select if the bubble color should be fixed, based on completion status, risk, or schedule.
    1. Click on the Select Color link to choose a color.
    2. If you selected the bubble color to be determined by the Completion Status, then enter a percentage for the bubble colors.
17. Click the Save button to save your changes.

Swapping X-Axis and Y-Axis

To swap the X-axis and Y-axis parameters, click the In line Filters button on the top banner of the Project Bubble Chart dashboard. From the In line Filters screen, check the Swap X and Y Axis checkbox to swap the axis parameters. Click Apply to refresh the dashboard, or click Save to save the changes.