Examining Projects Using Portfolio Analyzer

One of the primary capabilities of the Project Server enterprise features is that it can show information about every project in the entire organization. In large organizations, or in those that have very large numbers of active projects, it's generally not practical to review the details of every project throughout the organization. However, it's highly advantageous to see a high-level summary of project schedules, costs, and resource utilization. It's also helpful to be able to roll information from multiple projects together and to make comparisons between them.

Using Portfolio Analyzer, you can analyze schedule performance or resource utilization for a single project, multiple projects, or even all projects in the enterprise portfolio. Such analysis can provide a wealth of information, from whether you're spending too much on material and equipment costs to whether it would make good business sense to follow through on your proposal for a new ambitious project.

Portfolio Analyzer compiles project or resource information you request and presents the high-level summaries in a spreadsheet ( PivotTable ) or graph ( PivotChart ) format.

Note  

Your project server administrator sets up the background facilities for you to use Portfolio Analyzer, including the online analytical processing (OLAP) cube . The basis for much of the analysis also depends on the setup of custom enterprise outline codes, including multivalue enterprise resource outline codes.

Work with your project server administrator to make sure you have the OLAP cube and custom codes in place that will help you analyze project information the way you need.

To create a table or chart of summarized project or resource information using Portfolio Analyzer, follow these steps:

1. In the Project Web Access navigation bar, click Projects.

   If you're analyzing resource information, click Resources.

2. In the side pane, click Analyze Projects In Portfolio Analyzer.

   If you're analyzing resource information, click Analyze Resources In Portfolio Analyzer in the side pane.

   The Portfolio Analyzer page appears.

3. In the Choose A View box, select the view that displays the type of information you want to see in the Portfolio Analyzer results.

4. Set any additional options for what you want to show or hide by clicking View Options. To specify the fields you want to see, select the Show Field List check box and then drag fields you want onto the row or column in the PivotTable or PivotChart.

Tip  

Use Portfolio Analyzer from Project Professional You can work with Portfolio Analyzer from Project Professional. Make sure that Project Professional is connected to Project Server. On the Collaborate toolbar, click Portfolio Analyzer.

If the Collaborate toolbar is not showing, click View, Toolbars, Collaborate.