Configuring Portfolio and Scenario Comparison Options

Configuring Columns for Portfolio's Proposals/Projects/Assets and Scenario Comparisons

In the Proposals/Projects/Assets section of the Portfolio Contents tab and in the Scenario Content table, there are already some out-of-box columns that portfolio managers can choose to show or hide. In addition to these columns, you can configure which PFM request fields portfolio managers can display as columns in the two locations.

To do so, you should have the Configure Portfolio Management access grant.

  1. From the menu bar, select Open > Administration > Portfolio Management > Configure Portfolio and Scenario Comparison Options. The Configure Portfolio and Scenario Comparison Options page opens.

  2. In the Columns on Portfolio Proposals/Projects/Assets Tabs and in Scenario Comparisons section, in the Available Columns list on the left, use the arrow buttons to select up to 20 columns that you want portfolio managers to be able to display.

    • Available Columns:

      the full set of fields that you can allow users to display is the combination of all the request fields in the request types that are using PFM - Proposal, PFM - Project, or PFM - Asset request header types.

      In at least one of the PFM request types, fields that you want to make available for display must be configured (in the PPM Workbench) with both the Display on Search and Filter option and the Display option set to Yes.

      Note: A field is made available even if it has different validation types in different request types. However, the data in the displayed column of the scenario comparison or portfolio might not be formatted consistently or as expected, so the validation types should at least be compatible.

      For example, displaying various types of text fields in a column might be acceptable. However, if inconsistent formatting of the data is unacceptable, you should check the field definitions in the request types and establish unique fields for them that each use appropriate validations so that they will appear as separate columns.

    • Selected Columns: the set of fields that portfolio managers can display for proposals/projects/assets in any portfolio or the Scenario Content table of any scenario comparison.

      The fields you select are the only request fields that portfolio managers can display for the proposals, projects, and assets. They can show or hide those fields in the Proposals/Projects/Assets section of that portfolio.

      If a portfolio manager does not have field-level security access to particular fields for particular proposals/projects/assets, those fields (columns) will be blank for the proposals/projects/assets.

    Note: If you select Nominal Return and Net Present Value from the Available Columns, portfolio managers can add them to the Proposals/Projects/Assets tab of a portfolio. However, those fields will appear only if the portfolio managers set the Fiscal Year field on the tab to Total to display the sum of all years.

  3. Click Done.

Configuring Columns for Portfolio Timeline

The instructions are the same as Configuring Columns for Portfolio's Proposals/Projects/Assets and Scenario Comparisons.

Setting Categorization Preferences for Scenario Comparisons

You can decide whether Portfolio Management displays per period the budget of lifecycle entities that are grouped by project class or asset class for each scenario.

To do so, you should have the Configure Portfolio Management access grant.

  1. From the menu bar, select Open > Administration > Portfolio Management > Configure Portfolio and Scenario Comparison Options. The Configure Portfolio and Scenario Comparison Options page opens.

  2. In the Scenario Comparison Categorization Preferences section, select the desired categories.

    • If you select Project Class, Scenario Comparison page will display the Budget By Project Class tab that shows the budget of lifecycle entities grouped by project class for each scenario.
    • If you select Asset Class, Scenario Comparison page will display the Budget By Asset Class tab that shows the budget of lifecycle entities grouped by asset class for each scenario.

  3. Click Done.

Only the filter fields and graphs related to the selected categories are displayed in scenario comparisons.

Setting Financial Metrics for Analyze Current Portfolio

You can select the financial information you would like Portfolio Management to present in the Analyze Current Portfolio portlet and page.

To do so, you should have the Configure Portfolio Management access grant.

  1. From the menu bar, select Open > Administration > Portfolio Management > Configure Portfolio and Scenario Comparison Options. The Configure Portfolio and Scenario Comparison Options page opens.

  2. Use the check boxes in the Metrics Shown on Current Portfolio section to select the desired financial metrics.

    You can track any combination of the following metrics:

    Custom Field Value: A custom field value is a metric you define for use in portfolios. For more information on configuring the custom field value, see Configuring a Custom Financial Metric.

  3. Click Done.

The selected metrics become available to be used as filters for which the users can specify ranges of values, and as the horizontal or vertical axis in the bubble charts of the Analyze Current Portfolio portlet and page. Only fields and graphics related to the selected metrics are displayed.