Portfolio Health Score Details dialog box

The Portfolio Health Score Details dialog box displays the projects belonging to the Portfolio Folder whose individual Health Scores are taken into consideration when calculating the Portfolio Health Score, filtered according to the portion of the Health Score breakdown by Project Type chart the user has clicked on.

Portfolio_HSDetailsdialog.png

The spreadsheet provides the following information regarding each project:

Name

Indicates the Name of the project.

Manager

Indicates the person defined as Manager 1 of the project.

Portfolio Weight

Allows the user to define the level of importance of a project in the overall Portfolio Health Score. The value can be edited directly in the spreadsheet and can be one of the following: “Very High”, “High”, “Medium”, “Low”, “Very Low”.

Health Score

Indicates the project’s Health Score (as well as the detail of the Time, Cost, and Quality Scores).

The user can access the legend of the colored indicators by clicking on the Legend (Legend) button located in the bottom right corner of the view.

Published Date

Indicates the date on which the project was last published.

Settings

The Health Score colored indicator ranges can be defined by the Administrator in the System Settings workspace, General Settings folder, Colored Indicators tab.

The user can also take advantage of the Sort By (SortBy) display option to optimize the display of the list as follows:

Alphabetical Order

Sorts by ascending order (based on the Name).

Reverse Alphabetical Order

Sorts by descending order (based on the Name).

Most Healthy First

Sorts using the Health Score (highest score first).

Least Healthy First

Sorts using the Health Score (lowest score first).

The following tools are provided to manage the projects:

Focus

Opens the Focus Mode full screen view for the corresponding project.

MoreVertical

More

Provides access to the following commands:

  • Open the Object Brief – Opens the corresponding Project Brief dialog box.

  • Publish the Object – Publishes the corresponding Project.