Create an Analysis View in a Workspace

Create analysis views to analyze important project data while developing the portfolio budget. Analysis views are highly customizable and enable you to select the values important for evaluation, such as Return on Investment, Net Present Value, and Internal Rate of Return. Analysis views aid in providing budget planners with concise and clear information when selecting projects for a budget plan. At the workspace level, you can add, publish, and delete analysis views for individual portfolios in the workspace. Analysis views are displayed and opened from the Published Views page at the portfolio level.

To create an analysis view:

  1. Add an Analysis View to a Workspace
  2. Configure an Analysis View in a Workspace
  3. Publish an Analysis View to a Portfolio

Last Published Monday, June 24, 2024