Once you have added your organization’s investments and added content to your portfolio, you can examine your portfolio and evaluate its performance. The analysis occurs within the confines of the portfolio’s start and finish date.
Use the Portfolio Scorecard page to view the list of investments included in your portfolio and to analyze the effects of a scenario applied to that portfolio. The scorecard supports the decisions you make about the investments that should be added to or removed from the portfolio. This page displays data regarding the portfolio in portlets that contain charts and graphs.
By default, this page contains the Investments, Balance, Gantt, and Financials portlets in minimized views. In maximized view, this page displays only the Investments portlet with a drop-down menu from where you can select the other portlets. Use the portlets on this page to publish performance and status information to your customers.
To view this page, open the portfolio. The Portfolio Scenarios page appears. Click the Scorecard tab.
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