Portfolio Analysis Page
Overview
Use this page to analyze portfolio data, conduct side-by-side comparisons of two project groups, and apply waterline analysis techniques to assist with executive-level critical decision making. The Portfolio Analysis page is divided into two halves. Information related to one project group appears on one side and information specific to a second project group appears on the other side.
For each project group you can display the latest summarized data. You can also select a portfolio view to determine the layout of project data.
Note: Some values on this page are calculated from published or summarized data. The publisher and summarizer services always use the project baseline for earned value calculations, regardless of the Baseline to be used for earned value calculations setting in each project's preferences. Therefore earned value data viewed on this page might differ from the same data viewed in areas of the software using live data. For further information see: Summarized, Published, and Live Data Usage in P6
Screen Element
Compare options
Determines whether the two selected project groups are displayed vertically or horizontally on the page.
Portfolio Analysis toolbar
See Portfolio Analysis Toolbar.
Portfolio Analysis Settings bar
See Portfolio Analysis Settings Area
Work Area
Displays the data or chart you selected in the View field on the settings bar.
Getting Here
- Click Portfolios.
- On the Portfolios navigation bar, click Portfolio Analysis.
Related Topics
Assigning Projects to a Portfolio
Creating Projects on the Portfolio Analysis Page
Last Published Wednesday, July 10, 2024