Add an Analysis View to a Portfolio

Video

Add an analysis view to create a meaningful display of portfolio budget plan scenario data. When adding an analysis view, you can select a view type to specify the arrangement for the charts and grids included in the view. You can associate and use analysis views with any of your budget plans

To add an analysis view to a portfolio:

In the object selector, select a portfolio.
In the sidebar, select  Summary & Settings.
On the Summary & Settings menu, select Analysis Views.
Select  Add View , and select a type.
Note: In the Add View list, select Associate Existing View to associate other analysis views in the workspace with your portfolio.
In the Name dialog box, enter a unique name for the analysis view.
Select OK.
Select Save.
In the Summary & Settings panel, select  Close.

Tips

When editing an analysis view, select the Change Type menu on the View tab, and select a type to change the layout of the view after you have created it.

This setting is used in the following apps:

Cost and Funds

Next: Configure an Analysis View in a Portfolio