Waterline tab of the Customize View Dialog Box

Overview

Use this tab to modify the waterline.

Note: The view you are in affects which settings are available.

Screen Elements

Display waterline on scorecard (this will override any grouping and sorting defined elsewhere) option

Determines whether to display the waterline on scorecard.

Parameter list

The field used as a parameter when setting the waterline level limit. The available list of fields is pre-filtered to include only numeric project-level fields. Select from one of the following categories:

Budget: The fields that provide budget information.

Cost: The fields that provide cost information.

Durations: The fields that provide duration information.

Earned Value: The fields that provide earned value information.

General: The fields that provide basic information.

Number of Activities: The fields that provide information on activity counts.

Percent Complete: The fields that provide information on percent complete.

Project User Defined: The additional fields created to capture important information that is not available from the standard fields.

Units: The fields that provide information on units.

Is field

Determines the logical relationship between the Parameter field and your entry in the associated Value field.

For example, a budget field may be defined as equal to, greater than, or less than a currency value of 500,000. Only projects with field values that meet the filter criteria are included in the portfolio.

Value field

Enter a value for the field to complete the waterline level limit.

For example, enter 100 in the field to complete a limit where the Parameter field is set to Total Activities and the Is field is set to Is less than.

First rank by field

The field you want to use to sort projects in the scorecard.

Sort Order list

Select an Ascending (A to Z; 1 up to high value) or Descending (Z to A; high value down to 1) sort order for data rows sorted by the First rank by field.

Then rank by field

Select a field from one of the following categories to sort the scorecard a second time. For example, if multiple rows share the same Parent EPS, they will all appear when sorted by this field. Choose a second field to further sort the data.

Baseline: The fields that provide baseline information.

Budget: The fields that provide budget information.

Cost: The fields that provide cost information.

Dates: The fields that provide date information.

Durations: The fields that provide duration information.

Earned Value: The fields that provide earned value information.

General: The fields that provide general information.

Number of Activities: The fields that provide information on activity numbers.

Percent Complete: The fields that provide information on percent complete.

Project Codes: The global project code fields defined in the system.

Project User Defined: The additional fields created to capture important information that is not available from the standard fields.

Publication: The fields that provide information publication.

Summary: The fields that provide summary information.

Units: The fields that provide information on units.

Sort Order list

Determines whether to use Ascending (A to Z; 1 up to highest value) or Descending (Z to A; highest value down to 1) sort order.

Getting Here

Click Customize View.
In the Customize View dialog box, click Waterline.

Related Topics