Assigning Projects to a Portfolio
When comparing portfolios on the Portfolio Analysis page, you can assign a project to the selected portfolio in either half of the page.
To assign a project to the selected portfolio:
- Open a portfolio in the Portfolios section using one of the following methods:
- Click Portfolios to open the last portfolio you were working with.
- Click the Portfolios
menu and choose one of the most-recently used portfolios.
- Click the Portfolios
menu and choose Open Portfolio to select a group of projects by portfolio type, EPS node, or project code.
- On the Portfolios navigation bar, click Portfolio Analysis.
- On the Portfolio Analysis page:
- In either work area, choose a scorecard portfolio view from the View list.
- In the same work area, click
Assign a Project to this Portfolio
- In the Select Project dialog box select a project and then click Assign.
- Click Select.
Tips
- You cannot assign a project to a portfolio when displaying a scenario; you must select <Latest Data>.
Related Topics
Creating Projects While Working with Portfolios
Creating Projects in a Portfolio View Scorecard Portlet
Creating Projects on the Portfolio Analysis Page
Defining Performance Thresholds
Working with Portfolio View Scorecards
Working with Portfolio View Bubble Charts
Working with Portfolio View Pie Charts
Working with Portfolio View Histograms
Last Published Wednesday, July 10, 2024