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 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 vary depending on the types of fields and data you select to display.

You can do the following from the portlets on this page:

• Perform portfolio analysis at the parent portfolio level. Once you have manually added the child portfolio 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 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 select None to apply no scenarios.
• Add investments to a scenario. Clicking the Grid with Plus (Add to Scenario) icon for an investment allows you to add the investment to a new scenario. You can then test different solutions to improve the portfolio 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. Clicking this icon allows you to view the investment details and to modify its planned cost and benefits, approval status, and exclusion status.
• View investment changes per an applied scenario. The red-lining shows the investment actual values before the scenario was applied. The rollover occurs for planned cost and benefits, planned cost start date, approval status, and exclusion status.
• Link directly to the investment 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 planned cost. This cost is the cost covered by the portfolio. When an investment has a planned cost starting part way through the year and ending sometime the following year, the investment costs are not entirely covered in the portfolio.
• View the portfolio 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 planned cost for the portfolio when no scenario is applied. When a scenario is applied, this row shows the scenario 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 stage. The number of blocks that fit in the white bar represents the number of stages in the lifecycle. The colored block represents the current stage. The block colors show the investment 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. You can also use saved power filters defined with an evaluated expression.
• Sort the list of investments. Allows you to click the investment column header to sort the list of investments.

More information:

Portfolio Balance

Investments Portlet

Portfolio Gantt Information

Portfolio Financials