Portfolio Budget and Projects
This report shows budget broken out by portfolio, overlaid with the number of projects per portfolio. For example, as a combination report with Budget as a line and number of projects as columns. You can build this report using the design settings in the table below. Alternatively, you can download this report definition and upload it to your PPM Pro instance.
Type: Combination: Area, Column, Line
Title: <enter a meaningful title>
Other report Types that could be used instead include Area: Basic, Bar: Basic, Column: Basic, Line, and Spiderweb.
Bottom Axis: Title
Right Axis - Column: Project Count
Left Axis - Line: Budget Cost
Other fields could also be added as needed, to area, line, or column axes.
To change the data field labels for the Legend, for example from "Project Count" to another label, within the Right Axis - Column area title select the edit icon for "Show Field Options" and in the resulting "Field Options" modal, edit the field "Display Name".
|Display||Configure Display options.|
Filters: optionally include a portfolio filter
If you want to allow the user to change to a different Scope and/or Filter before running the report or when viewing the report, select the relevant checkboxes for Allow changing.