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Having added your organization's investments as contents to your portfolio, examine your portfolio and evaluate its performance. Portfolio planning and analysis occurs within the time window of the start and finish date of the portfolio. This is referred to as the portfolio planning horizon. The amounts displayed in the portfolio portlets are restricted to the portfolio planning horizon.
Use the portlets on the scorecard tab to view alignment and schedule of investments in a bubble graph and to see a list of investments included in the portfolio. In addition, you can create scenarios to perform what-if analysis in the portfolio with your mix of investments. Each portlet helps support the decision-making process to approve, reject, postpone, add, or remove investments from the portfolio.
See the Portfolio Management User Guide for more information.
This scorecard tab consists of the following portlets:
Follow these steps:
The list page appears.
The portfolio scorecard appears.
Use the page-level filter to filter all portlets at once by scenario, compare to scenario, status, roles and booking status. When comparing scenarios, red-lined values indicate differences in values between scenarios.
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.
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