Viewing the Investment Map

 

The Investment Map provides a graphical overview of the current status of workspaces. Executives can use the Investment Map view to quickly see the status of workspaces in their organization.

TO VIEW the INVESTMENT MAP:

  1. Open the Portfolio application.
  2. On the View toolbar, click Change Format and click Investment Map.
    In the Investment Map, each workspace is represented by a circle, or bubble.
  1. To view the name of the workspace a particular bubble represents, move your mouse over the bubble. The workspace name displays, along with additional information based on how you configure the Investment Map. For more information, see Configuring the Investment Map Display.
  2. Click on a workspace bubble to open the Profile window.
    You can update a workspace status, edit the profile, or request status information about the workspace from the Profile window. For more information, see Working with Workspaces from the Portfolio Tab.

 

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