Getting Started with Portfolio Management › Create a Portfolio of Investments › Review the Waterline View for Investments

Review the Waterline View for Investments

After building the portfolio content and defining targets, use the default Waterlines view to see how the planned targets align with the portfolio investments.

By default, the approved investments with the most recent finish dates sort to the top of the list. The unapproved investments with later finish dates sort to the bottom of the list. You can change this default ranking either by dragging and dropping or by setting up rule-based ranking.

The Waterlines view can help you understand the following aspects of your portfolio:

• The list of prioritized work with investment attributes including data about budget, resources, and benefits.
• How the portfolio targets spread over the portfolio horizon.
• The list of approved and unapproved investments.
• The initial alignment of the portfolio with the goals.
• The actual amounts that are spent on investments as compared to the initial targets of capital and operating costs. You can see where and when demands exceed the targets.

As you review data, use the Waterline view as a "what if" environment to manipulate the items on the list and view the impact. You can also review the effects of the changes on the portfolio targets. For example, drag a time line to move out an investment start date and see its impact on the budget by time period. You can affect the portfolio in the following ways:

• Suggest a change to the existing portfolio by recommending small, focused changes on specific investments. The following examples show small changes:
  • Alter the start of an investment to later or earlier than planned.
  • Cancel an investment.
  • Put an investment on hold.
  • Initiate a change request that is related to the investment.
• Hypothesize on changes to multiple investments and to the portfolio constraints in a planning or scenario mode.

Follow these steps:

1. Open Home, and from Portfolio Management, click Portfolios.
2. Open the portfolio for which you want to review the Waterline view.
3. Click Waterlines.

   Note: For information about configuring the Waterlines view to see the fields you want, see the scenario named How to Configure the Waterline View.

4. To change the default time periods, click the Options icon and select Gantt. Adjust the settings according to your preferences. These settings are specific to your login. You can change the display on the Targets page for your session but they always default back to the settings set on the Waterlines page.