Portfolio Report

Use this report to analyze the total or at complete values by cost set and/or result. You can use the Options dialog box to select the cost sets and results that display in the columns.  The report is also useful when analyzing custom cost sets.

Filtering the Data

You can specify either specific records or criteria when you define the filter that the system uses when creating the report. Click in the Selection column to display the Control Account Search Dialog Box.

For more information, see Modify Standard Reports and Specifying Criteria vs. Specific Records (Values).

Master Projects

If you select a master project in Project Search (<Report> Search dialog box), when the report runs, data for all subprojects related to the selected master project displays on the report.

The cost sets that are used (displayed on the Table Columns tab of the Options dialog box) are from the master project. You don't need to define the cost sets in each subproject. When you run the report, only the classes in the master project for the cost sets you have selected will be retrieved from each subproject. For example, if you select a cost set on the Table Columns tab that includes a budget class, when you run the report, it only retrieves the budget class data from each subproject.

To display the data by project, group by Project on the Sorting/Grouping tab.

Report Options

You can use the Options dialog box to customize the report. Click in the Options column to display the Portfolio Options dialog box which includes the following tabs:

All tabs on the Options dialog box share some common options and buttons.

Generate the Report

You can generate this report from the following areas:

What do you want to do?

Review the report procedures (use, modify, edit, format, sort, and archive reports)


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