Use the Portfolio Dashboard page to view a series of tabs with portlets that provide a view of the data across portfolios.
Portfolio planning and analysis occur within the portfolio planning horizon, which is the time window between the portfolio start and finish dates. If the plan of record is selected as a portlet filter option, then the portfolio planning horizon is the time window between the plan of record start and finish dates.
This dashboard page shows portfolio investment amounts that are above the waterline in the portfolios. Investments are considered above the waterline if they are ranked, via ranking rules or manual ranking, above the waterline as determined by the primary constraint or manually setting the waterline in the portfolio. This page includes the following tabs:
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