Configuring Your Portfolios › Configure the Waterlines View › Configure the Constraint Columns for the Waterline View

Configure the Constraint Columns for the Waterline View

To display the information you want to show on the waterline view, begin by configuring the columns. For example, to use planned cost as the primary constraint that the waterline tracks, configure the waterline view to show the Planned Cost column. The columns that you add to the waterline view depend on your business needs and how you manage your investments.

Follow these steps:

1. Open Home and from Portfolio Management, click Portfolios.
2. Open the portfolio and click Waterlines.
3. Click the Plan drop-down menu and select the portfolio or a portfolio plan.
4. Click the Options icon and click Configure.

   The List Column Layout appears.

5. In the Available Columns list, select the columns for the waterline view and move them to the Selected columns list using the arrows.

   Note: If you have added role totals to your targets, you can select the role to display as a column on the waterline view. For example, if you select DBA as a role on your portfolio Targets tab, a selection named Role: DBA becomes available as a column selection.

6. Click Save.
7. (Optional) If you want a wider column for a column selection, complete the following steps:
   1. Open the List Column Section menu and click Fields.
   2. Click the Properties icon for the column label.
   3. Increase the number in the Column Width fields and click Save and Return.
   4. Click Save and Return.

   Note: You can also drag the column edge on the waterline view to increase or decrease the width.

8. Review your columns on the waterline view and change them as necessary.

   Note: Drag the Gantt portion of the view to the right if your new columns are not visible. You can also expand or collapse the Gantt chart using the icon that is located at the top of the list.