Creating Projects in a Portfolio View Scorecard Portlet
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.
Related Topics
Creating Projects While Working with Portfolios
Creating Projects on the Portfolio Analysis Page
Assigning Projects to a Portfolio
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