Creating Portfolio Views

When creating portfolio views, specify the scorecard or chart type, the project information you want to appear, and the users who will have access to the view. Portfolio view types include scorecard, bubble chart, pie chart, and three types of histograms (basic, side-by-side, and stacked).

To create a portfolio view:

Click the Portfolios menu and choose Manage Portfolio Views.
On the Portfolio Views page, click Create View.
On the Create View dialog, decide if your new view should be entirely new or based on an existing view.
- To create an entirely new view, expand New Portfolio View, select a chart type, and click OK.
- To create a new view based on an existing view, expand Existing View, select one from the expanded user and global views shown and click OK.
On the Create Portfolio View page, expand any collapsed groupings, complete the required fields, and specify any additional details about the view. The fields on the Create Portfolio View page automatically adjust based on the value you select for the Type field.
Click Save.

Tips

If you add a project to a scorecard, refresh your browser to see the data in the scorecard.
You can use any of these alternate methods to create a portfolio view:
- Click Portfolios, click Portfolio Analysis, and then click Create Portfolio View.
- Click Portfolios, click Portfolio Analysis, configure a particular view, and then click Save As.
- Click Dashboards, select a dashboard, and then click Customize. In the Portfolio Views group, click Add. Using this method, your new view appears in the Portfolio View portlet with the title you assigned to it.

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