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Analytics Portfolio Dashboards

This feature is available in Ultimate edition only.

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Overview

The Analytics Portfolio dashboards provide reporting at the Portfolio level and are focused on tracking high-level business initiatives across multiple programs and/or organizations. 

On the Portfolio Dashboard tab, you will see a set of pre-populated panels that highlight key metrics at the project and/or program level.

Note that each dashboard is completely flexible so you can customize it by adding, removing, and rearranging panels the way you want to see them.

Accessing the Portfolio Dashboards

  1. On the side bar, click the Analytics icon analytics_icon.png.

  2. Click on the Portfolio tab, and then click on any of the following tabs.
  3. Tab Available Panels
    Dashboard
    Executive Dashboard