Analysis Views Overview

Analysis views are dynamic tools portfolio budget planners use to view, compare and analyze budget plan data. Analysis views are built upon customizable layout types, charts, and grids that capture information from budget plan scenarios. Charts provide a visual representation of data, while grids enable planners to view plan values and costs in greater detail.

Create analysis views to simplify scenario comparisons, and speed up the planning process. Budget planners use analysis views along with the portfolios Budget Planning page during selection analysis to determine the best mix of projects for a portfolio budget plan. While the Budget Planning page provides time phased budget data, analysis views provide fast and accurate insights into additional project attributes. Planners use analysis views to get a direct comparison of project data, such as Return on Investment, Net Present Value, and Profitability Index, and to evaluate projects for potential inclusion in a budget plan.

In the workspace-level settings, you can create analysis views and then publish them to any portfolio in your workspace. You can also view and edit existing analysis views for the portfolios in your workspace. You can make any analysis view in your workspace available to as many of your portfolios as necessary. In the portfolio-level settings, you can add analysis views or associate an analysis view from the parent workspace or another portfolio in the workspace.