Overview
The Customize Scorecard Dialog Box displays configurable options for viewing portfolio data in a scorecard. Use the following fields to modify your scorecard view.
Screen Elements
Columns Tab
See Customize Scorecard Columns Tab .
Group Tab
See Customize Scorecard Group Tab.
Waterline Tab
See Customize Scorecard Waterline Tab.
Getting Here
- Click Portfolios.
- On the Portfolios navigation bar, click Portfolio Analysis.
- On the Portfolio Analysis Settings area, select a scorecard in the View field.
- On the Portfolio Analysis Settings area, click More
to access the Scorecard Settings area.
- On the Scorecard Settings area, click Customize.