Overview
Use this section to enable and configure portlets in the dashboard that show customized portfolio data in a chart, scorecard, or histogram view.
Screen Elements
Add link
Adds a new portlet ready for customization.
Portfolio View option
Determines whether to display a portfolio view on a dashboard to help analyze data for a particular project group or project..
Remove link
Deletes the portfolio view.
Common Fields section
The following fields apply to most chart types:
Title field
The name of the portfolio view. The title can contain up to 255 characters, and it does not have to be unique.
A visual indicator appears before the title to help you identify the type of view and determine whether it is available to just you or shared globally by all users. For example, you might see the user histogram icon for a personal histogram called 
Spending for My Projects, and the global histogram icon for a shared histogram called 
Spending for All Projects. This is also the name that appears in the title bar of the portlet.
Type
The type of chart to be displayed.
If you change the type to Scorecard, the information that displays on the page changes so you can input scorecard details.
X-Axis
The data field represented in the X-axis of the chart.
This field is not displayed for a pie chart.
Y-Axis
The data field represented in the Y-axis of the chart.
This field is not displayed for a Pie chart.
Group By list
The data field used to group projects in the chart. Grouping gathers, or groups, together all of the projects that contain the same value for the selected data field.
This field is not displayed for a Histogram.
Color Theme
The type of colors included in the chart: pastel or primary.
Show 3-D option
Determines whether to display the chart in 3-D.
Show horizontal gridlines option
Displays horizontal gridlines in the chart. This field is not displayed for a Pie chart.
Show vertical gridlines
Displays vertical gridlines in the chart. This field is not displayed for a Pie chart.
Show all values on axis, not just assigned values
Displays all values on the X axis and Y axis, even if there is no assigned value. For example, if you choose to display Project Status on the X axis, the X axis displays all types of Project Status (Active, Inactive, What-If), even if no projects are assigned to a status type. This option only applies when you choose to display project code or project status on the X or Y axis. This option is not displayed for a Pie chart.
Bubble Chart Fields section
The following field applies only to the Bubble chart:
Bubble Size list
Determines the size of bubbles that display in a Bubble chart.
Pie Chart Fields section
The following fields apply only to the Pie chart:
Data list
The data field represented in a Pie chart.
Show pie data label
For each section of the Pie chart, displays the value for the customize option you select in the Data field. For example, if the data you choose to display in the Pie chart is Actual Cost, the chart displays the Actual Cost value next to each section of the Pie chart.
Show group by label option
For each section of the Pie chart, displays the value for the customize option you select in the Group By field. For example, if you choose to group the chart by Project, the chart displays the Project Name next to each section of the Pie chart.
Show percentage
Displays the percentage of each slice of the Pie chart.
Getting Here
- Click Dashboards.
- On the Dashboards page, select a dashboard.
- On the dashboard, click Customize.
- On the Dashboard Details page, click the Content tab.
- On the Content tab, expand the Portfolio View section.