Monitor a Portfolio Scorecard

Monitor the health and status of a portfolio and its projects and portfolios using the Scorecard page. You can customize this page to view the measures defined by your organization that are important to review while monitoring the portfolio. If an approved portfolio budget plan is available, configured thresholds also display on this page.

If projects or programs are included in the portfolio, you can customize the detail windows to view data that provides insight into the status of the projects and programs within the portfolio.

To review a portfolio scorecard:

In the object selector, select a portfolio.
In the sidebar, hover over  Portfolio Analysis, and select Scorecard.
To customize the portfolio data displayed, select  Settings.
Select a portfolio to view key portfolio data in the detail window:
- On the Projects tab in the detail window, in the Show list, select one of the following:
  - All: Displays all projects in the portfolio.
  - Review: Displays all projects with a selected flag in the Review column.
  - Budget Approved: Displays all projects in the approved budget scenario.
  - Resource Approved: Displays all projects in the approved resource scenario.
- To view programs and measures associated with the selected portfolio, select the Programs or Measures tab in the detail window.
- To customize the view to display data useful to you, select  Settings on the Projects, Programs, and Measures tabs.

Tips

Measure values are calculated at the end of every period for formula-based measures. Different measures can have different tracking frequencies, and the end of the period is determined by the tracking frequency. For example, a measure with Weekly tracking frequency would have the values computed for it every Sunday at 11:59 p.m.
To ensure the most up-to-date data displays, select  Recalculate Measures. After you receive the notification that the job is complete, refresh the browser page to see updated values.
On the Projects tab, select  Refresh to update the portfolio filter to ensure all projects are included in the Scorecard.
Autosave: As you update data on projects or portfolios, a  Check Mark displays at the top right to indicate the changes have been saved. Updates to the layout are saved for the View automatically .
To choose which currency to view cost data, go to  Settings and select the Currency tab.
When codes are displayed on the scorecard, by default only the code values are shown. To view code values with their associated colors, select the Show Cell Color toggle on the Scorecard page.

Next: Monitor an Approved Budget Plan from the Scorecard Page