Portfolio Pages and Portlets › Comparison Tab › Prioritization of Investments Portlet

Prioritization of Investments Portlet

The Prioritization of Investments portlet is a bubble graph that displays how the planned cost and risk of investments balance between their priority 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.

By default, the comparison tab displays only the Prioritization of Investments [--Base Scenario--] portlet. You can select a scenario from the portfolio toolbar and compare it to the plan of record or to another scenario. When you compare scenarios, the Prioritization of Investments [--Compare To Scenario--] portlet also displays.

The following describes the portlet:

Bubble Graph

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, priority, 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.

X-axis and Y-axis

Values for priority display on the Y-axis, with a background zone color on the graph. Values for investment finish dates display on the X-axis.

The following describes the priority and risk:

Priority

Displays the priority of an investment. Investments appear on the graph somewhere between high and low priority. Investments with a high priority will be in the red zone of the graph. Investments with low priority will appear in the green zone of the graph.

Values:

• Green (24 through 36). The investment is low priority.
• Yellow (12 through 23).The investment is medium priority.
• Red (0 through 11). The investment is high priority.

Risk

Displays the risk score for an investment. The investment risk score determines the color of the bubble:

Values:

• Green (0 through 33). The project is low risk.
• Yellow (34 through 67).The project is medium risk.
• Red (68 through 100). The project is high risk.

This portlet is based on the Portfolio: All Investment Types system provider. Fields included in the system provider are available to this portlet and may be added through the configure option.