Access

  • Portfolio managementPlanning and Reports → Multi-Portfolio BoardPortfolios → Click on the ID of the required portfolio → Portfolio panel → Info Board → Select or create filter → Click on the Objective Contribution by Groups link

Information

  • In the Objective Contribution by Groups module, objective contributions of the planning objects assigned to the portfolio are displayed graphically and in table form sorted by the groups selected.
  • Here, the graphic display is realized in the form of a bubble chart.

  Note

Details

  • To open the analysis from the Info Board module via the link and to ensure the correct display of the bubble chart, you have to select or insert a filter.
    • In the filter, the required values must be selected for the following parameters:
      • Group 1 and Group 2
        • The groups determine the axes and the weighted criterion contributions of these groups determine the position of the bubbles in the chart.
        • Caution: Both groups must stem from the same area since the evaluation of the planning objects is carried out for each area in the core data modules (see above) in which objective contribution criteria are grouped. Different areas can contain different groups.
      • Bubble: defines the size of the bubbles in the chart (see above).
      • Project type.DT818 Filter v39.5.20: determines which planning objects are considered in the analysis.

Note

  • By clicking on the Extras → Send data to → Microsoft Excel, the analysis data can be sent to Excel. More to Excel export see here.