Working with Portfolio Dashboard Tile Types

You can choose from a variety of tile types to create a custom dashboard.

Overview: Overview tile types provide general information about the portfolio such as name, ID, and description.

Chart: Chart tile types provide a visual representation of data contained within the workspace. Charts are created on the Charts page. Only charts with project subject areas will be available for portfolio dashboards.

Gantt: Gantt tile types provide a graphical representation of date fields for projects contained within a portfolio. You can configure the standard date fields plotted on the Gantt tile when you add it to a dashboard. You do not have to select a chart to add a Gantt chart.

Map Viewer: The Map Viewer provides a high-level view of the locations of projects contained within a portfolio. Specify what data is shown on each map pin using the Select Map Fields dialog box.

Photo: Use the photo tile type to add an image to a dashboard. For example, you may want to add an image that shows the physical status of your portfolio. You can customize the image sizing to fit, fill, or be positioned in the center of the tile.

Text: The text tile type enables you to enter custom text. For example, you can add a link to your organization's homepage or your line of business.

List: Lists at the portfolio level can be customized to display a top ten list of projects. You can configure how the list is sorted from the Sort By menu.

Count: Count tile types display the total number of objects contained within a portfolio that a user has access to view. Choose from projects, files, scenarios, or measures. Counts are an effective way to show a total amount of a specified object within the portfolio. Users can navigate to object pages when they hover over the count tile and select  More.

Measure: Use measure tile types to display information about pre-configured measures of the portfolio.

External Content: Enter an external URL to display the content of a website in the dashboard. If the content cannot be viewed in the dashboard, there will be a link to the website which will open in a new window.