Creating Portfolio View Portlets

Create portfolio view portlets to display project portfolio data in a bubble chart, pie chart, scorecard, histogram, side-by-side histogram, or stacked histogram portfolio view.

To create a portfolio view portlet:

Click Dashboards.
On the Dashboards page, select a dashboard.
On the dashboard, click Customize.
On the Customize page, click the Content tab.
On the Content tab, expand the Portfolio Views section and click the Add link.
In the Create View dialog box, select a new or existing portfolio view and click OK.
In the Portfolio Views section, expand the new view:
1. Enter a name in the Title field.
2. Select a portfolio view format from the Type list.
3. Configure the settings that vary based on your choice in the Type field. If you selected Scorecard, click Customize to configure it.
On the Content tab, click Save and Close.

Tip:

To show the portlet on the dashboard, select the check box near its name before you click Save and Close. To remove the portlet from the dashboard, clear its check box. To remove the portlet from appearing as a potential portfolio view, click Remove.
Your security access settings determine if you can create new portlets based on new or existing portfolio views.

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