The Portfolio Cost by Overall Health portlet is a bubble graph that displays how the planned cost of the portfolio investments balances between the portfolio overall health and target total cost. Each bubble on the graph represents a portfolio and the size of the bubble is determined by the planned cost of the portfolio investments. The portlet filters include: Portfolio (multi-select), OBS Unit, Portfolio Plan 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.
To access this portlet, open Home, and from Portfolio Management, select Portfolio Dashboard and click the Cost and Health tab.
The following describes the portlet:
You can click a bubble to open the waterlines page of the portfolio. You can also mouse over a bubble in the graph to display details of each portfolio. The details include the name of the portfolio, target total cost, overall health score, and planned cost. The graph legend indicates the portfolio name. Click a legend entry to exclude a portfolio from the graph.
Values for overall health display on the Y-axis, with a zoned background color on the graph. Values for target total cost display on the X-axis.
Displays how well the portfolio scores in overall health. Portfolios appear on the graph somewhere between high and low overall health score. Portfolios with high overall health scores will be in the green zone of the graph, which is the upper third of the y-axis. Portfolios with low overall health scores will appear in the red zone of the graph, which is the lower third of the y-axis.
Zoned Background Color:
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.
|
Copyright © 2014 CA Technologies.
All rights reserved.
|
|