Portfolio Scorecard › Portfolio Gantt Information

Portfolio Gantt Information

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

Use this portlet to do the following:

• View the list of portfolio investments.
• Link to the investment properties page by clicking the investment name.
• View the investment ID, progress, stage, status, and Gantt bar.
• Create a portfolio scenario that includes the investment.

The Gantt bars are color-coded to show which step in the 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 name, planned cost start date, planned cost finish date, and status indicator value, roll the cursor over the investment Gantt bar.

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 Balance 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 Gantt from the portlet drop-down.