Portfolios Overview

CMap’s Portfolios tool enables you to analyse the performance of a collection of projects in real-time - providing valuable insights to make quick and effective decisions. For example, you may wish to quickly review and compare how different Project Types are performing; or even compare how different Project Managers or Owners are performing.
 

This feature requires users to have the Portfolios security permission enabled. Learn more about setting security permissions in CMap here.

In this article, we’ll look at:

  • Why use Portfolios?
  • Access the Portfolio Dashboard
  • Portfolio Dashboard

Why use Portfolios? 

Access the Portfolio Dashboard

1. From your Dashboard, head to the Projects Click Portfolios.

2. You will be presented with options where you can specify what type of Portfolio view you would like to see.

These are the available Portfolio options:

  • Client
  • Owner
  • Project Manager
  • Office (If applicable)
  • Lead Source
  • Sector
  • Project Type
  • Business Unit (if applicable)

You may have custom drop-down list options here too. 

3. Once you have selected how you would like to view the Portfolio, next you will be able to filter the options further to specific entries, depending on the option selected above. 2. Click Run Portfolio and you will be taken to the Portfolio Dashboard based on your filter options.

If you are on the Pro or Enterprise plan, the layout of the Portfolios Page can be changed using the Portfolio Page Layout Admin Tool, click here to learn more.

Portfolio Dashboard

Once you have selected your filters, you will be taken to the Portfolio page. Here you will see a range of Dashboard boxes which gives you some useful insights. Here’s an example:

To change the filters or type of Portfolio you would like to view, simply click on the underlined filter description at the top of the Portfolio view to open up the option window again.

Save a Dashboard Page

If you feel that you would like to review this particular Portfolio regularly, you can save this portfolio as a new dashboard page. Simply click the Save as Dashboard Page at the top right-hand corner.

Once clicked, you will be prompted to give your Dashboard Page a short and descriptive name. Enter the name and then click Add Page.

The new Dashboard Page will then be available for selection when you next navigate to the Dashboard area.

Hey presto! Now that you know how to access the Portfolios Dashboard, you should be able to save a copy to your Home Dashboard so that you are able to review the Portfolio regularly.

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