Customizing Portfolio View Portlets

Customize portfolio view portlets to determine what and how information will display in the portlet.

To customize portfolio view portlets:

  1. On the  Navigation Menu, expand  Dashboard.
  2. On the Dashboards page, select a dashboard.
  3. On the dashboard, expand the portfolio view portlet you want to customize and click Customize.
  4. In the Customize dialog box:
    1. Configure the settings to determine the information that appears in the portfolio view portlet. The settings vary based on your choice of chart, scorecard, or histogram in the Type field.
    2. Click Save.

Tip

  • You can further customize scorecard portfolio view portlets to reflect the data you need.
  • You can also customize Portfolio View portlets from the Content tab of the Customize Dashboard page.

Related Topics

Customizing Portlets

Customizing the My Risks Portlet

Customize Dashboard Page


Last Published Wednesday, April 1, 2026