General



Figure 1: balance graph


This function provides an overview of projects in a portfolio in a balance graph (a bar graph or pie chart).  


Where to find

Taskbar Portfolio > balance


Options:

  • Active portfolio
    shows initial portfolio and changes the active portfolio.

  • Filters
    Applies a filter on projects.


  • Settings
    Will give several options to change the way the graph is represented (fig. 2).


Depending on the data you want to plot and the settings you make, the offered options can differ (fig. 3).

For example: when the option Stacked by project is chosen, the option Show as pie chart will disappear, because this is not a supported feature


You can save a set of settings as a panel preset. Selecting the preset will restore the set of settings and plot the graph accordingly.

Figure 2: select condition




Figure 3: different selection options


    • Data to plot (fig. 4)
      Choose data to plot on the X-axis from first dropdown menu and the second dropdown menu will be on the Y-axis.


Figure 4: Select data you to plot. In this case Plan value (x-axis) by group (Y-axis)


    • Stacked by project
      Stacked bars show details on project level (fig. 1). Unstacked bars show the aggregate grouped values (fig. 5).


Figure 5: graph not stacked


    • Sort groups alphabetically
      When checked, the groups will be plotted in alphabetical order.


    • Show as Pie chart (fig. 6)
      When checked, the data are plotted as a pie chart. This option is not available for relative values and when the option Stacked by project is checked.
      Furthermore, a pie chart cannot be plotted in case of negative values.


Figure 6: the graph can also be set as a pie chart


    • Show constraints (fig. 7)
      This adds an indication of a preferred amount to the data plotted. Constraints are defined in the portfolio data.


Figure 7: this graph shows the constraint of a 50%, 30% and 20%


    • Differentiate by color in bar chart (fig. 8)
      When checked, every bar will have a different color, like in figure 6.

    • Show unused groups (fig. 8)
      When checked, groups that are not in the selection will also be plotted.


Figure 8: differentiated colors, show unused groups. e.g. Projects 117, 129 are not used


    • Save panel layout as preset
      • Saving preset
      • ; use a filter with this preset.
      • Make this your default preset.
      • Make this a preset for all users?
      • Save;

    • Save chart to report queue
      Set this chart ready to use it in a report.

    • Select a preset



  • Reload
    Refreshes the window.

  • Hovering over a graph (fig. 5)
    This will give some information on that item.