The Portfolio Roles portlet displays a column graph showing the target, distributed, and demand amounts for roles in each portfolio. Use this portlet to compare these role amounts across portfolios. The portlet filters include: Portfolio (multi-select), OBS Unit, Portfolio Plan Type, Capacity Unit Type, Managers (multi-select), Stakeholders (multi-select), Above Waterline, and Active. By default, the Portfolio Plan Type filter is set to Portfolio. This means that the amounts displayed in the portlet are the portfolio amounts as of the last sync. If you set the Portfolio Plan Type filter to Plan of Record, then the amounts are based on the portfolio plan marked as the plan of record. You must have a plan of record on the portfolio for it to appear in the portlet if you select this filter option. The Capacity Unit Type filter allows you to display only portfolios set to hours or FTE on the portfolio properties.
To access this portlet, open Home, and from Portfolio Management, select Portfolio Dashboard and click the Roles tab.
The values on the Y-axis are the portfolio target, distributed, and demand amounts for roles. The target roles amount is a line on the chart. The distributed and role demand amounts are columns. Click one of the columns in the graph to open the portfolio waterlines page.
This portlet is based on the Portfolio Provider. Fields included in the system provider are available to this portlet and may be added through the configure option. For more information, see the Basics User Guide.
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