A portfolio is a bubble chart that represents the relative performance of a set of objects that belong to the same object class in two or three independent dimensions of measurement. Typical portfolios include a TIME portfolio.

The portfolio consists of an X-, Y-, and if necessary, power-axis. The power-axis is the Z-dimension and is reflected via bubble size. Either an indicator type, evaluation type, or prioritization scheme can be assigned to a portfolio axis. Access to portfolios can be controlled via user profiles . A user can view any portfolio that has either no user profile defined or the same user profile as that which he/she is currently logged in with.

  1. In the navigation pane, expand Configuration > Reference Data > Reference Data page.
  2. To create a prioritization scheme, go to Prioritization Schemes - General.
  3. Click the New plus sign button > Add Portfolio and specify a name to display on the user interface.
  4. Assign the portfolio to the relevant class in the Class Configuration > Class > > Portfolios view. The portfolio can be implemented in a custom report.