Portfolio Scorecard › Information on the Scorecard

Information on the Scorecard

In addition to viewing the list of investments included in your portfolio, you can use the Portfolio Scorecard page to perform other portfolio tasks.

The tasks you can perform on this page depend on the portlet you have in view. As you add and configure other portlets, the tasks you can perform will vary depending on the types of fields and data you choose to display.

The following list describes the tasks you can perform from the portlets on this page:

• Perform portfolio analysis at the parent portfolio level. Once you have manually added the child portfolio’s investments to this portfolio, you can use the scorecard to perform portfolio analysis
• Apply a scenario to the portfolio. If you have previously created a new scenario, it is automatically applied to the portfolio. You can see which scenario is being applied from the Scenario drop-down on the page toolbar. Use this toolbar option to apply another scenario or choose "None" to apply no scenarios.
• Add investments to a scenario. Clicking an investment’s Grid with Plus (Add to Scenario) icon allows you to add the investment to a new scenario. You can then test different solutions to improve the portfolio’s performance.
• Modify the investment in the scenario. When something has changed for the investment per a scenario, the Grid with Checkmark (Edit in Scenario) icon displays to the right of the investment name. Clicking this icon allows you to view the investment’s actual details and to modify its planned cost and benefits, approval status, exclusion status, and priority for this scenario.
• View investment changes per an applied scenario. The red-lining shows the investment’s actual values before the scenario was applied. This rollover effect occurs for planned cost and benefits, planned cost start date, approval status, exclusion status, and priority.
• Link directly to the investment’s general properties. Clicking the name of the investment from the Investment column opens the investment and allows you to view and update its general properties.
• View the investment’s planned cost. This cost is the cost covered by the portfolio. If an investment has a planned cost start date that starts part way through the year and is planned to end sometime the following year, the investment’s costs may not be entirely covered in the portfolio.
• View the portfolio’s total budget and cost values. The rows at the bottom of the portlet show the following values:
  • The Aggregation row shows the total investment costs that fall into the portfolio date range.
  • The Comparison row shows the portfolio’s planned cost when no scenario is applied. When a scenario is applied, this row shows the scenario’s planned cost.
  • The Variance row shows the variance from the planned costs. This variance is the difference between the aggregation and comparison rows. A negative variance indicates an overrun from the planned costs.
• View the investment’s stage. The number of stages in the lifecycle is shown by the number of blocks that fit in the white bar. The current stage is indicated by the colored block. The block colors show the investment’s status. Status settings are On Track (green), Marginal (yellow), or Critical (red).
• Filter the list of investments. Allows you to apply a filter to view investments meeting the criteria of the filter. This includes using saved power filters defined with an evaluated expression.
• Sort the list of investments. Allows you to click the investment list’s column header to sort the list of investments. For example, clicking the Priority column header sorts the investments by priority.

More information:

Portfolio Groups

Portfolio Balance

Portfolio Investments List

Portfolio Gantt Data

Portfolio Financials