Setting Portfolio Gap Indications

Setting the gap indication affects the way the application displays the indicator colors. The color signifies the deviation of the bucket's actual value from the bucket's goal.

Using the default settings, all deviations up to 10% are marked as green. Deviations of 10% to 20% are marked as yellow. Deviations above 20% are marked as red.

For some specific maps you may choose to change the system's defaults. At any stage those defaults may be restored by checking the Use Default Indication checkbox.

Note:

Primavera Portfolio Management uses two different indication settings for Sum and Balance. You may choose to edit each one of these settings separately.

To set portfolio gap indications:

1. Click Portfolio in the Menu Bar and select Gap Indication.

   The Gap Indication dialog box appears.

2. Click the Sum tab and enter integer values in the sum indication fields.
3. Click the Balance tab and enter integer values in the balance indication fields.
   • The Remove Indication button becomes active when you enter values into the indication fields. Click Remove Indication to return to the default values.
   • Check the Use Default Indication box to use default indication values.
4. Click OK. The buckets' Title Bar of the Investor map is colored according to the sum or balance indication values. For more information on viewing indications, refer to Gap Indications.