Overview
Use this portlet to analyze project data for an entire portfolio in a chart or scorecard format. You can customize the exact data fields you want to display and the type of chart or scorecard you want to view. When displaying a scorecard, you can also add and delete projects, export data, and even edit certain project data. As you analyze data for a project group, you might identify issues with a particular project or require more detailed project information. In this case, click 
Open Project.
Screen Elements
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.
Screen Elements for Charts
The following screen elements apply only to bubble, histogram, and pie chart portfolio views (not scorecards).
Portfolio Chart
Displays a bubble chart, histogram chart, or pie chart, depending on your selection.
Portfolio Scorecard
Enables you to view the actual source data used to generate the chart.
Customize link
Opens a dialog box for modifying how the information is presented in the chart.
Screen Elements for Scorecards
The following screen elements apply only to scorecard portfolio views.
Note: You must maximize the portlet to view all the available options.
Save link
Saves any changes made to project data within the current portfolio.
Cancel link
Cancels any pending changes made to project data within the current portfolio.
Add link
Creates a new What If project within the current portfolio.
Note: The first time you click this link in the portlet, the Add Project dialog box appears prompting you to select the default Responsible Manager for all newly created projects.
Delete link
Deletes the currently selected project from the database.
Expand link
Shows the contents of each group. To show the contents of individual groups, click Expand beside the group title.
Collapse link
Hides the contents of each group. To hide the contents of individual groups, click 
Collapse beside the group title.
Export Spreadsheet link
Exports the scorecard data to a spreadsheet file.
Customize link
Enables you to set the applicable options for the portfolio view including choosing columns for the scorecard and setting grouping options.
Scorecard table
The scorecard presents its data in a table or spreadsheet format. You can customize the fields displayed as columns.
Total summary row
Dates, sums, and other totals calculated from all the data in the scorecard.
Open Project icon
Opens the selected project in the Projects section. The default destination page (EPS, Activities, etc.) is determined by your user interface view settings and My Preferences page view settings.
Tips
- When viewing a scorecard in the portlet, if you add or delete a project or edit project data, you must save your changes before navigating to another page. If you do not, any projects you add or delete, and any data you edit, will not be saved to the database.
- When you customize a dashboard, you can add up to 50 Portfolio View portlets. You can add any existing portfolio views (global or user views) to a private dashboard; however, you can add only existing global views to a global or multi-user dashboard. Any new portfolio views you add to a private dashboard are added as user views; any new portfolio views you add to a global or multi-user dashboard are added as global views. You can modify a portfolio view from the Portfolios page to change whether it is a user or a global view.
- Information displayed in the Portfolio View portlet is based on summarized data, so it is current as of the last date the summarizer was run for a project. You can easily determine the date the summarizer was last run if you are displaying a scorecard view. To determine the date, add the column Last Summarized Date, which is available under the Summary section of the Available Columns list when you customize the portlet.
Getting Here
- Click Dashboards.
- On the Dashboards page, select a dashboard.
- On the dashboard, expand the Portfolio View portlet.