Monitor a Portfolio Scorecard

Monitor the health and status of a portfolio and its projects and portfolios using the Scorecard page. You can customize this page to view the measures defined by your organization that are important to review while monitoring the portfolio. If an approved portfolio budget plan is available, configured thresholds also display on this page.

If projects or programs are included in the portfolio, you can customize the detail windows to view data that provides insight into the status of the projects and programs within the portfolio.

To review a portfolio scorecard:

  1. In the object selector, select Portfolio, and then select View Portfolios List.
  2. Select a portfolio name.
  3. From the Main Menu, select Portfolio Analysis, and then select Scorecard.
  4. To customize the portfolio data displayed, select Settings.
  5. Select a portfolio to view key portfolio data in the detail window:
    • On the Projects tab in the detail window, in the Show list, select one of the following:
      • All: Displays all projects in the portfolio.
      • Review: Displays all projects with a selected flag in the Review column.
      • Budget Approved: Displays all projects in the approved budget scenario.
      • Resource Approved: Displays all projects in the approved resource scenario.
    • To view programs and measures associated with the selected portfolio, select the Programs or Measures tab in the detail window.
    • To customize the view to display data useful to you, select Settings on the Projects, Programs, and Measures tabs.

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