Generally, you create projects while working on the EPS page in the Projects section of the application. However, it is also possible to create what-if projects while viewing a portfolio view scorecard portlet on a dashboard.
To create a project in a portfolio view scorecard portlet:
- Click Dashboards.
- On the Dashboards page, click a dashboard.
- On the dashboard, locate your portfolio view scorecard portlet's titlebar and click
Click here to maximize or minimize this section to expand and maximize it. - In the expanded and maximized portfolio view scorecard portlet:
- Select a project row.
- Click Add.
- For the first project you create, if defaults are not already set, the Add Project dialog box appears:
- Select a default Parent EPS element.
- Select a default Responsible Manager.
- Click Select.
- In the portfolio view scorecard portlet:
- Select your new project row by clicking on it in the Name column.
- Enter a name for your new project to replace the default name.
- Click Save.
Tips
- When you create a project from a scorecard on a dashboard, the project is automatically added to the filter currently associated with the dashboard. However, if the dashboard is filtered by a global portfolio and you do not have the required security privilege to edit global portfolios, the new project is removed from the scorecard when you click Save.
- You can change the Project Status field on the General detail window of the EPS page. For example, you may later want to change a project from What If to Planned status.