Associate an Existing Analysis View

Video

Associating analysis views to your portfolio enables you to use analysis views in the parent workspace or another portfolio in the workspace to view budget plan data. You can disassociate an analysis view from a plan at any time.

To associate an analysis view with a portfolio:

  1. In the object selector, select a portfolio.
  2. In the sidebar, select Summary & Settings.
  3. On the Summary & Settings menu, select Analysis Views.
  4. Select Add View , and select Associate Existing View.
  5. In the Globally Defined Views dialog box, expand the type of the view you want to select, select the view, and select Move Right.
  6. Select Save.
  7. In the Summary & Settings panel, select Close.

Tips

This setting is used in the following apps:

Cost and Funds