Portfolio Pages and Portlets › Performance Tab

Performance Tab

Use the portlets on the Performance tab to view the key performance indicators, including alignment, risk, schedule, cost and effort of investments in a portfolio.

The Performance tab includes the following portlets:

• Key Performance Indicators Portlet
• Cost and Effort Performance Portlet

Follow these steps:

1. Open Home, and from Portfolio Management, click Portfolios.

   The list page appears.

2. Click a portfolio link.

   The portfolio scorecard tab appears.

3. Click Performance.

   The portfolio performance tab appears.

Use the page-level filter to filter all portlets at once by scenario and status.

By default, investments shown in the portlets represent approved investments in the portfolio. To view unapproved or all investments, select the status from the Status drop-down on the portfolio page-level filter.

More information:

Cost and Effort Performance Portlet

Key Performance Indicators Portlet