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Portfolio Dashboard

Use Portfolio Dashboard to analyze the impact to your portfolio by adding and removing investments from the dashboard.

Prerequisites

The following must exist in CA Clarity PPM:

• Projects that are activated, approved, and financially enabled
• Project cost plans
• Project issues and risks
• Posted project costs
• Project baselines
• Portfolio. Add the projects as individual investments to the content page in the portfolio.

The dashboard displays information about the portfolio. The following fields require explanation:

Approved Investments Budget

Displays the approved investment budget for all investments in the portfolio.

Cost Variance

Displays a stoplight that shows a view of a portfolio performance.

Values:

• Green. Approved investment's planned cost is less than that of the portfolio.
• Red. Approved investment's planned cost is greater than that of the portfolio.