The Portfolio Analysis dashboard displays all portfolios and data specific to projects in a selected portfolio. Hyperlinks provide access to an additional level of detail.
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Navigate to Projects > Portfolio Analysis.
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In the Portfolio List panel, click the Portfolio Name to view the Portfolio Projects panel and Portfolio Gantt Chart panel.
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In the Portfolio Projects panel, click the Project ID hyperlink. The Project Attributes panel appears, displaying general project information (General tab) and project documents (Document tab).
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In the Project Attributes panel:
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Click the General tab to view the general attributes of the project.
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Click the Documents tab to view the project documents.
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In the Portfolio Projects panel:
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Click the Current Budget hyperlink. The Current Budget panel appears displaying the current budget detail by object.
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Click the Actuals hyperlink. The Actuals panel appears, displaying production actuals detail by object.
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Click the Current Forecast hyperlink. The Current Forecast panel appears, displaying production current forecast detail by object.
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