Viewing the Scorecard

The Scorecard is the default Portfolio view and displays information such as status, percentage complete, phase, and end date.

The exact information you see on your Scorecard view is determined by the default view created for you by your administrator. With appropriate permission you can create additional custom views. For more information, see Customizing Application Views.

TO VIEW THE SCORECARD:

1. Navigate to the Portfolio application.
   The Scorecard view displays.
2. Use the Show menu to expand or collapse the view, based on grouping options defined in the view.
   Note: For more information, see Showing Scorecard Groupings .
3. Click a workspace name to open the Profile window for updating status or editing a Profile.
   Note: You can click the Actions icon to open a menu of actions you can perform on the workspace. Selecting one of these menu options will also open the Profile window.

A status icon beside each project is color-coded to indicate the status of the project. Move your mouse cursor over the icon to see a description of the status:

Green reflects On Plan

Yellow reflects Needs Attention

Red reflects In Trouble

Related Topics:

• Change Tracking Overview—About the Change Tracking feature of the Executive application.
• Executive Views Overview—About the views available in the Executive application.
• Executive Scorecard Show Option—About the Show option in the Executive Scorecard view.
• Project Profile Window Overview—About the Project Profile window.
• Updating Project Status as an Executive—How to update a project status from the Executive tab.

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