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Scorecard

Use the portlets on the Scorecard tab to view alignment and schedule of investments in a bubble graph. The investment planned, actual, and remaining cost and role amounts are displayed on this tab.

The amounts that display in the portlets are portfolio amounts unless a plan is selected. If a plan is selected in the plan pull-down menu, then the amounts in the portlets are based on the portfolio plan. The role amounts display in hours or FTE determined by the Capacity Unit Type field on the portfolio properties.

See "How to Create a Portfolio of Investments" in the Portfolio Management Scenarios Guide for more information.

Follow these steps to access this page:

  1. Open Home, and from Portfolio Management, click Portfolios.

    The list page appears.

  2. Click a portfolio link.

    The portfolio properties page appears.

  3. Click the Scorecard tab.

The Scorecard tab consists of the following portlets:

Use the page-level filter to filter all portlets at once by above waterline. By default, the amounts that are shown in the portlets represent investment amounts that are above the waterline within the portfolio. To view below the waterline amounts or all investment amounts in the portfolio, change the Above Waterline drop-down on the page-level filter.