Associate an Existing Analysis View

Video

Associating analysis views to your portfolio enables you to use analysis views in the parent workspace or another portfolio in the workspace to view budget plan data. You can disassociate an analysis view from a plan at any time.

To associate an analysis view with a portfolio:

1. In the object selector, select  Portfolio, and then select View Portfolios List.
2. Select a portfolio name.
3. From the  Main Menu, select  Summary & Settings.
4. On the Summary & Settings page, select Analysis Views.
5. Select  Add View , and select Associate Existing View.
6. In the Globally Defined Views dialog box, expand the type of the view you want to select, select the view, and select  Move Right.
7. Select Save.

Tips

• To disassociate an analysis view from the portfolio, in the Globally Defined Views dialog box, select an analysis view in the Selected pane, and select  Move Left.

This setting is used in the following apps: