This section describes how to set up your Scorecard, by selecting the required portfolio to be viewed. It also describes the scorecard categories to be used to assess the items or portfolios that comprise the selected portfolio.
To select the portfolio and scorecard for your Scorecard:
- In the Portfolio field on the Title area, click the drop-down list. The Portfolio pop-up list is displayed.
- Select a portfolio from the pop-up list. The selected portfolio is displayed in the Scorecard. For further details about the Portfolio pop-up list, refer to Selecting Portfolios, below.
- In the Scorecard field, click the drop-down list. The Scorecard pop-up list is displayed. For further details about how to create the Scorecard pop-up list, refer to Creating Folders, in Organizing Hierarchies.
- Select a scorecard from the pop-up list. The Scorecard is refreshed, and the selected portfolio, categories and indicators are displayed.