Portfolio Pages and Portlets › PMO Portfolio Investment Dashboard

PMO Portfolio Investment Dashboard

Use the PMO-Portfolio Investment Dashboard page to view a series of tabs with portlets that you can use to plan and monitor the execution of a portfolio.

Portfolio planning and analysis occur within the portfolio planning horizon, which is the time window between the portfolio start and finish dates. If a plan is selected, then the portfolio planning horizon is the time window between the plan start and finish dates.

This dashboard page shows portfolio investment amounts that are above the waterline in the portfolio. Investments are considered above the waterline if they are ranked, via ranking rules or manual ranking, above the waterline as determined by the primary constraint or manually setting the waterline in the portfolio.

This page includes the following tabs:

• Scorecard
• Analysis Tab
• Capacity Tab
• Financials Tab

You can select the PMO-Portfolio Investment Dashboard page from the settings properties page of the portfolio.

To select a dashboard view:

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

   The list page appears.

2. Click a portfolio link.

   The portfolio properties page appears.

3. Open the Properties menu and select Settings.

   The settings page appears.

4. Click the Dashboard View drop-down menu and select the PMO-Portfolio Investment Dashboard view.
5. Save your view.

   The selected dashboard view appears.