Analyze Portfolio Performance Using the Investor Map

Use the investor map to assist in prioritizing the projects or portfolios within a portfolio and analyze performance using various project and portfolio dimensions. The map displays a configurable bubble chart. Bubble location, size, and color can be used to measure different attributes of project performance. Additionally, you can enable reference lines to separate the chart into quadrants based on values and performance metrics. All of the information on the page can be saved as part of the view.

To review the investor map:

  1. In the object selector, select Portfolio, and then select View Portfolios List.
  2. Select a portfolio name.
  3. From the Main Menu, select郞 Portfolio Analysis, and then select Investor Map.
  4. Select Projects or Portfolios to view data for the projects or sub-portfolios in the current portfolio.
  5. In the Data section:
    • X Axis and Y Axis: Select project-level or portfolio-level data to analyze across projects or sub-portfolios.
    • (Optional) Bubble Size: Select data that is used to determine the size of the bubbles.
    • (Optional) Bubble Color: Select data that displays a color based on criteria.
  6. In the View section, enable settings including displaying usassigned values on axis, legend, label, and grid line information.
  7. Select More View Options. In the More View Options dialog box, configure the following reference line settings:
    1. X Axis and Y Axis:
      • Select one or both options to enable axis reference lines.
      • Choose a Draw at value on which to draw each line.
      • Select Higher values are desirable if good performance is indicated by a higher axis value. This setting is applied if colors are enabled on the chart.
    2. Select Use colors to depict different sections on the chart to display a different color for each section. Red indicates a poor performance value. Yellow indicates a neutral performance value. Green indicates a good performance value. The color of each section is determined by the number of enabled reference lines and the Higher values are desirable settings.
    3. Select Apply.
  8. In the Show list, select one of the following:
    • All: Displays results for all projects or sub-portfolios in the portfolio.
    • Budget Approved: Displays results for all projects or sub-portfolios in the approved budget scenario.
    • Resource Approved: Displays results for all projects or sub-portfolios in the approved resource scenario.
  9. Select Save View or Save View As.
  10. Hover over the bubbles to view details.

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