Portfolio Scorecard › Portfolio Balance

Portfolio Balance

The portfolio balance is illustrated in a bubble chart in the portfolio scorecard Balance portlet. This chart shows how the portfolio 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.

By default, each bubble on the chart represents the approved investments. View unapproved or all portfolio investments by choosing a status from the Status drop-down on the page toolbar of the portfolio.

The portfolio investments are scored on three factors: business alignment, cost, and risk. For example, if the portfolio budget is defined for this year only, the costs are restricted to this year. Changing the investment 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 chart. The values for the finish dates are shown on the x-axis. The bubbles are sized according to the planned cost of the investment, and the bubble color represents the investment risk status.

The chart 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 chart 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 chart. Move up the chart vertically based on their business alignment score.

Rolling your cursor over a bubble in the chart displays the details of the investment below the chart. You can see the investment name, start date, alignment score, and planned cost. You can configure this mouseover label by configuring the chart.

Clicking a bubble opens the investment general properties. You can update the investment general details—budget, risk, and alignment—from the portfolio. If you click an investment while a scenario is selected, then the properties page cannot be edited.

Follow these steps:

1. With the portfolio open, click Scorecard.

   The portfolio scorecard appears.

2. Do one of the following:

• If this page is minimized to display all portlets, this portlet follows the Investments portlet. Use the scroll bar, if necessary, to view this portlet.
• If the page is maximized to display only one portlet at a time, select Balance from the portlet drop-down.