This procedure allows you to view the portfolio charts based on the selected category in a pie chart format. The available categories are listed below:
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Location: Displays the projects with updated location on the pie chart.
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Project Manager: Displays the projects with updated project manager on the pie chart.
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Project Status: Displays the projects with updated project status on the pie chart.
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Project Type: Displays the projects with updated project type on the pie chart.
To view the portfolio pie charts, perform any of the following actions in the Pie Charts panel.
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To view Portfolio by Project Count chart:
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Click the Portfolio by Project Count hyperlink. The Portfolio by Project Count panel appears.
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Click the Category ellipsis to select the required category.
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Click the Run button. The Portfolio by Project Count panel displays the number of projects in the selected portfolio as per the selected category in a pie chart format.
To view the Cost Drilldown, click the pie chart.
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To view Portfolio by Project Actuals chart:
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Click the Portfolio by Project Actuals hyperlink. The Portfolio by Project Actuals panel appears.
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Click the Category ellipsis to select the required category.
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Click the Run button. The Portfolio by Project Actuals panel displays the project actuals in the selected portfolio per the selected category in a pie chart format.
To view the Cost Drilldown, click the pie chart.
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To view Portfolio by Project Budget chart:
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Click the Portfolio by Project Budget hyperlink. The Portfolio by Project Budget panel appears.
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Click the Category ellipsis to select the required category.
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Click the Run button. The Portfolio by Project Budget panel displays the project budget in the selected portfolio per the selected category in a pie chart format.
To view the Cost Drilldown, click the pie chart.
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To view Portfolio by Project Forecast chart:
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Click the Portfolio by Project Forecast hyperlink. The Portfolio by Project Forecast panel appears.
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Click the Category ellipsis to select the required category.
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Click the Run button. The Portfolio by Project Forecast panel displays the project forecast in the selected portfolio per the selected category in a pie chart format.
To view the Cost Drilldown, click the pie chart.
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