Die Portfolio-Auswertung wertet Zusammenstellungen von Projekten (Portfolio) über mehrere Achsen aus. Basis dieser Auswertung ist die Zusammenstellungen von Projekten in der Maske Portfolio. In dieser Maske können die Projekte zusammengestellt werden und die Achsen für die Auswertungen vordefiniert werden.

Tip: For more on this subject see chapter 4.5 Bedienung der Auswertungen und 4.5.07 Portfolio-Auswertung.

The form consists of the following elements:

• Name: In this field the name of the chart is defined, if this should be saved (for example, for time sevices or for administrating the chart results).
• Description: In this field the description of the chart is defined, if this should be saved.
• Chart: Die Portfolio-Auswertung generiert tabellarische oder graphische Auswertungen bezüglich der Informationen in der X-, Y-, Z-und Farbkategorie. Als Kennzahlen für die X-, Y- und Z-Achse stehen Angebotswert, Fertigstellung, Ist-Zeit, Istkosten, Plan-Umsatz, Plandauer, Plankosten, Rechnungswert und Wahrscheinlichkeit zur Verfügung. Als Kennzahlen für die Farbkategorie stehen bis zu fünf Projektkategorien (beispielsweise Projektart), die Priorität und der Projektstatus zur Verfügung.

• Search: It is possible to search for data for the chart with this selection box. This search entry must relate to the supported catagories.
• Search machine: Search Word and Category: This element is used to filter the selected data from the categories. Only the document types job, contact, employee, project and unit is available for selection. How to operate the search machine is described in chapter 3.2.2.3 and can be performed, if necessary, a multiple amount of times.
• Input Data: Under this field, the selected selection criteria for the chart are listed. This input data can derive from the „professional search“(Profisuche), the standard search machine or the personal clipboard.

• X-, Y-, Z- and Color Categorie: These check boxes refer to the chart axes and support the above specified key figures.

• Width: The width in pixel (px) is determined for the graphical chart in this field.
• Line Height: The size of the font in points (pt) is determined for the graphical chart in this field.
• Display: The generated chart can be generated in various formats with this selection. HTML (standard setting), CSV, XLS (MS Excel), PDF, RTF (text processing) are supported.
• Chart Type: A chart type can be selected for the generated chart with this selection. Projectile offers various types of bar charts (2D, 3D, verticle, horizontal, …), column charts, line charts, area charts as well as pie charts an bubble charts.

The results of the already processed chart are found in this tab.