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The Portfolio portlet is an interactive portlet that contains an Xcelsius visualization with multiple components. This portlet displays on the dashboard page for portfolios.
The portlet shows a list of available and selected investments from the portfolio based on the filtering criteria you enter. You select the investments you want to factor into the analysis.
Prerequisites to view information in this portlet:
Do the following to set up the data for this portlet:
See the Project Management User Guide for more information.
See the Financial Management User Guide for more information.
See the Project Management User Guide for more information.
To view information from this portlet
A list of investments that are available from the selected portfolio appear.
The visualization displays.
To select or remove investments, select the Filter check box to display the list box of selected and available investments.
The following information is available:
Displays the name of the portfolio.
Displays the name of the resource responsible for managing the project.
Displays the date of starting the project.
Displays the date of completing the project.
Displays the currency.
Displays the amount of money expected in return from the investments in the portfolio. The value for this field is from the Planned Benefit field on the portfolio properties page.
Displays the planned cost defined for the portfolio. The value for this field is from the Planned Cost field on the portfolio properties page.
Displays the approved investment budget for all investments in the portfolio.
Displays a stoplight that shows a view of the performance for a portfolio.
Values:
Displays a column chart representing goals for all investments for that portfolio in the Y-axis, and budget and forecast amounts from the cost plan in the X-axis.
Displays a bubble graph that shows how the score of each investment balances between corporate alignment and the finish date. Investments use three factors when scoring; business alignment, cost, and risk. For example, if you defined a budget for a portfolio for this year only, its costs restrict to this year. In addition, changing the planned cost of an investment changes its bubble size.
The following information is displayed:
Displays the scheduled finish date.
Investments appear on the graph somewhere between good and poor 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 graph and move up the graph vertically based on their business alignment score. Bubble colors display the risk color.
Values:
Displays the total planned cost for the investment.
Displays all investments that you have access rights to and the ones that match the filter settings that you selected.
The following columns are displayed:
Displays the name of the investment. Click the investment name to open the project properties page.
Displays the goal for the investment that aligns it with the main corporate strategy. This metric is used in portfolio analysis when you use comparable goal criteria across all portfolio investments.
Values: Cost Avoidance, Cost Reduction, Grow the Business, Infrastructure Improvement, and Maintain the Business
Displays how well the investment aligns to the organization’s business goal. The higher the value, the stronger the alignment. This metric is used in portfolio analysis when you use comparable business alignment criteria across all portfolio investments.
Values:
Displays the project risk status in the form of a stoplight. The stoplight colors are based on your selections on the main risk page. If you have detailed risks defined, the colors are derived from the risks page.
Values:
Displays the lifecycle stage at which the investment stands. This metric is used in portfolio analysis when you use comparable stage criteria across all portfolio investments.
Displays the date of starting the project.
Displays the total planned cost for the investment.
Displays the sum of all actuals posted for the investment.
Displays the amount remaining on the project, based on the following formula:
Remaining Cost = Planned Costs - Actual Costs
Displays the total effort required to complete the tasks for the investment.
Displays the aggregated total actuals of all the resources and roles irrespective of their investment role for each investment.
Displays the aggregated total remaining allocation value for all resources and roles.
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