The Balance portlet is a bubble graph that displays how the planned cost and risk of investments balance between their business alignment and finish dates. Each bubble on the graph represents an investment, and the size of the bubble is determined by the planned cost of the investment.
To view this portlet, open a portfolio and click the Scorecard tab.
The following list describes the portlet:
You can click a bubble to open the properties page of the investment. You can also mouse over a bubble in the graph to display details of each investment. The details include the name of the investment, start date, business alignment score, and planned cost. The graph legend indicates the color grouping of the bubbles by risk. Click a legend entry to exclude that group from the graph.
Values for business alignment display on the Y-axis, with a background zone color on the graph. Values for investment finish dates display on the X-axis.
Displays how well the investment aligns to the organization business goal. Investments appear on the graph somewhere between good and poor alignment. Investments with high alignment scores appear in the green zone of the graph, which is the upper third of the y-axis. Investments with low alignment scores appear in the red zone of the graph, which is the lower third of the y-axis.
Displays the risk score for an investment. The investment risk score determines the color of the bubble.
This portlet is based on the Portfolio Investment 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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