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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. To learn more, see Working with Analytics Dashboards.

Accessing the Portfolio Dashboards

  1. Click the Analytics button in the upper right corner of any page within the core application.

  2. Click on the Portfolio tab, and then click on any of the following tabs.

    Tab Available Panels
    Dashboard
    Executive Dashboard

In Release 15.3, the Portfolio, Program, and Team were added to the top-level Analytics menu to facilitate focused reporting by organizational level. These options are not available in earlier releases.

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