Overview
Use this page to create a portfolio view, or modify details about an existing portfolio view. You can specify the type of project information you want to display in the view, and choose who can access it.
Screen Elements
The screen elements you see on the page will change based on the type of view you select.
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.
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.
Bubble Size list
Determines the size of bubbles that display in a Bubble chart.
Color Theme
The type of colors included in the chart: pastel or primary.
Show 3-D
Displays the chart in 3-D format. Clearing this option displays the chart in 2-D format.
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.
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.
Select user access to this view
Specify user access to the view. You can make the view available only to you (Current User) or for another user you select. If you have the required security privilege, you can make the view available to all users with module access to portfolio views, indicating it is a global portfolio view.
Select the custom columns to display area
Enables you to select the columns you want to display in the scorecard from a complete list of available fields or columns. The top to bottom order of the fields in the Selected Columns list determines how the columns will appear from left to right in the scorecard. You can also use this area to set the sort field and order.
The available list of columns is the same as the list of columns available on the EPS page with the following differences: the Preferences and Publication columns are not available in the scorecard; however, User Defined (WBS) columns are available on the scorecard but not on the EPS page.
Sort by
Use the Sort by list to specify how you want to sort all projects in the scorecard. If you choose to display a waterline on the scorecard, the fields you select to sort by in the Select waterline options section override your selection for this field.
Sort Order
From the Sort Order list, you can select to list projects in the scorecard in either ascending (e.g., A to Z) or descending (e.g., Z to A) order.
Show Project Requests option
Determines whether to analyze potential projects along with approved projects in the scorecard. If you select this option, only a limited number of columns will display values for the requested projects. If you choose to show requested projects, they will not be included in a scorecard if the page on which you are viewing the scorecard is filtered by a portfolio. Filter by code or EPS element instead to view project requests.
Select the fields to group by
Choose up to ten levels, or fields, by which you want to group projects in the scorecard. Grouping gathers, or groups, all of the projects together that contain the same value for the selected field. For example, if you select to group by Project Status, all projects with a Planned status are grouped together, all projects with an Active status are grouped together, all projects with an Inactive status are grouped together, and all projects with a What-if status are grouped together. Group by options are not available when you have a waterline displayed in the scorecard.
Select waterline options
Specify waterline options to help analyze projects in the scorecard. Waterlining ranks projects into two groups by sorting and applying a constraining limit. When you display a waterline, the projects in the scorecard are sorted into two separate groups based on the defined constraint limit and sort by options you specify. The projects above the waterline, displayed with a white background, are those that collectively meet the constraint limit value; all other projects, displayed with a light blue background, appear below the waterline.
Getting Here
- Click Portfolios.
- On the Portfolios navigation bar, click Portfolio Analysis.
- Click
Create Portfolio View. - In the Create View dialog box, select a new portfolio view from the list and select Select.