Associate a Measure with a Portfolio
Before a measure can be used to track data on projects or programs in a portfolio, it must first be associated with the portfolio. This will also make the measure available to add to views on pages where portfolio measures are supported.
To associate a measure with a portfolio:
- In the object selector, select a workspace.
- In the sidebar, select Summary & Settings.
- On the Summary & Settings menu, select Dictionaries, and then select Measures.
- In the table, select the measure.
- Select the Portfolios detail window.
- Select Link.
- In the Link Portfolios dialog box, select one or more portfolios, and then select Link.
- Select Save.
- In the Summary & Settings panel, select Close.
You can also perform this task from the Portfolios inventory panel:
- In the object selector, select Portfolios, and then select View All Portfolios.
- In the table, select the portfolio, and select the Measures detail window.
This setting is used in the following apps:
Portfolio Analysis |
Strategic Alignment |
Last Published Tuesday, May 21, 2024