Portfolio Scorecard › Portfolio Gantt Data

Portfolio Gantt Data

The Gantt portlet shows investment data—the investment’s stage, status, duration, and completion date, and whether the investment has started (money has been spent)—in a list view.

Use this portlet to view the list of portfolio investments, to link to the investment’s properties page by clicking the investment’s name, or to create a new portfolio scenario that includes the investment by clicking the Grid with Plus (Add to Scenario) icon that displays next to the investment. From this portlet, you can view the investment’s ID, progress, stage, status, and Gantt bar.

To view this portlet

1. Open the portfolio and click the Scorecard tab.

   If this page is minimized to display all portlets, this portlet follows the Balance portlet. Use the scroll bar, if necessary, to view this portlet.

2. If the page is maximized to display only one portlet at a time, choose Gantt from the portlet drop-down.

The Gantt bars are color-coded to show which step in their process the investments are in. The investment can have a status indicator set to "Green" (on track), "Yellow" (marginal), or "Red" (critical). To view the investment’s name, planned cost start date, planned cost finish date, and status indicator value, roll the cursor over the investment’s Gantt bar.