Portfolio Scorecard › Portfolio Balance

Portfolio Balance

The portfolio’s balance is illustrated in a bubble graph in the Portfolio Scorecard page’s Balance portlet. This graph shows how the portfolio’s investments are balanced between corporate alignment and the onset of benefits. From this portlet you can view the investment details and modify the investment properties.

To view this portlet

1. Open the portfolio, and click the Scorecard tab.
2. Do one of the following:
   • If the page is maximized to display only one portlet at a time, choose Balance from the portlet drop-down.
   • If this page is minimized to display all portlets, this portlet lies below the Investments portlet. Use the scroll bar, if necessary, to view this portlet.

By default, each bubble on the graph represents the portfolio’s approved investments. You can also choose to view unapproved or all portfolio investments by choosing a status from the Status drop-down on the portfolio’s page toolbar.

The portfolio’s investments are scored on three factors: business alignment, cost, and risk. For example, if the portfolio’s budget is defined for this year only, the costs are restricted to those for this year. Changing the investment’s planned cost changes its bubble size.

The values for business alignment are shown on the y-axis and are shown with a background zone color on the graph. The values for the finish dates are shown on the x-axis. The bubbles are sized according to the investment’s planned cost, and the bubble color represents the investment’s risk status.

The graph’s legend indicates the color translations. High-risk investments have a red bubble color, and low-risk investments have a green bubble color. Investments lie on the graph somewhere between good (68-100) and poor (0-34) according to their alignment with business goals. An investment with a low y-coordinate (distance from the origin) lies somewhere within the red zone on the graph, and move up the graph vertically based on their business alignment score.

Rolling your cursor over a bubble in the graph displays the details of the investment below the graph, such as the investment’s name, its start date, alignment score, and planned cost. You can configure this mouseover label by configuring the graph.

You will see rollover text only if you have the SVG option selected for Graph Format on the System Options page.

Clicking a bubble opens the investment’s general properties. This allows you to update the investment’s general details—budget, risk, and alignment—from the portfolio. If you click an investment while a scenario is selected, then the properties page is not editable.