Create an Analysis View in a Portfolio

Analysis views are customized layouts of the portfolio Budget Planning page. Create analysis views to analyze important project data while developing the portfolio budget. Analysis views 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. In the portfolio-level settings, you can add analysis views to the portfolio or associate an analysis view from the parent workspace or another portfolio in the workspace.

After analysis views are created, they are opened from the Published Views page and used on the Selection Analysis page. You must have the appropriate security privileges to create an analysis view.

To create an analysis view:

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

If an analysis view already exists, but is not associated with the portfolio, perform the following task: