Getting Started with Portfolio Management › How to Get Started with Portfolio Management › Evaluate Your Portfolio Requirements › Monitor the Investments

Monitor the Investments

You can monitor investment data that interests you by configuring the portfolio views to display that data. Consider what investment data you want to view and what specific views of the data you are interested in.

For example, a user can set up a portfolio to view the following types of investment data:

• A view that monitors current investments and provides their latest status such as if they are running on time, ahead of the schedule, or late.
• A view that shows investments being considered for the next year planning cycle and the planned costs for these investments.

After determining the requirements for your specific views, you configure the default portfolio views to display your custom data.

You can leverage a number of portfolio views to monitor different aspects of your portfolio investments. However, the configuration of the default views does not provide all of the information you need. The default views do not display the custom data that you care about. For example, the Waterlines view allows you to load-balance your resources against set targets and a time line, in a what-if environment. This default is relevant only if you care about the resource data that requires the resource management setup in the product. Similarly, the Financials view is related to the specific financial management product setup. This view is relevant to users who want to monitor certain financial aspects of their investments. Plan to work with your system administrator to configure the default portfolio views to display the custom data that you need.

Note: The Waterlines, Plans, Investments, and Targets views are the only views that are available as part of the portfolio management. To access the remaining portfolio views, install and apply the PMO Accelerator add-in. For a detailed description of the add-in, add-in install instructions, and descriptions of the portfolio views, see the PMO Accelerator Product Guide.