Using the Project Portfolio: Grid View

Grid View displays an overview of the health and status of each project in the Project Portfolio as a separate line in the listing. 

Core Elements of the Portfolio Grid View:

1. Column Display Settings: Click to turn on/off the columns and timeline visualizations displayed. A checkmark next to a column title indicates that it will be displayed.
   
   

   a.	Category: The category with which the project has been associated (categories are customizable and allow similar projects to be grouped)
   b.	Changed Date: The date the project was last modified
   c.	Customer: The customer associated with this project
   d.	Due Date: The assigned due date for the project
   e.	Effort Balance: The amount of hours remaining to be worked based upon tasks completed in the project
   f.	Effort Total: The total of hours associated with tasks in this project
   g.	Favorite: Projects can be "favorited" by clicking on the star icon. The favorites view can then be used to show only projects with this characteristic
   h.	Forecast Date: Displays the date that a project is forecasted to end without intervention. Dates in purple are forecasted to end on-time, dates in red are forecasted to end late, and dates in green are forecasted to finish early
   i.	Impact: The daily financial impact associated with this project appears in this column for those with rights to view it (those rights are configured in project setup)
   j.	Partner: Displays the partner associated with this project
   k.	Product: The product associated with this project
   l.	Program: The program with which the project has been associated (programs are customizable organizational initiatives)
   m.	Project Name: The listed name of the project
   n.	Project Owner: The person to whom the project belongs
   o.	Project Priority: The assigned project priority (Low, Normal, High, Critical)
   p.	RPAX: The score assigned to this project based upon best practices in project management. The higher the score, the more likely that this project will be completed on time
   q.	Scope: The reach of this project (Enterprise, Team, Personal)
   r.	Stage: The stage that has been assigned to this project’s progress (stages are customizable and allow projects at a similar point of progress be grouped)
   s.	Start Date: The date the project began
   t.	Status: The status currently assigned to this project (Planning, In Progress, On Hold, Cancelled, Complete)
   u.	Sub Title: Sub-title detail for the project
   v.	Task Counts:Total, Late, Blocked, Critical Priority, Done, Late, Open, Total
   w.	Team: The team assigned to the project
   x.	Value: The project value associated with this project appears in this column for those with rights to view it (those rights are configured in project setup)
   y.	Variance: Difference between Due Date and Forecasted Completion Date
   z.	Timeline: Late Tasks, Milestone Tasks, Forecast Box, Progress

2. Adjustable Columns: Expand or decrease the width of columns by pulling their edges. Change the order of columns by dragging and dropping them to the right or left.
3. Project Grouping: These groupings represent the Sort criteria assigned to the Project Portfolio, and can be collapsed or expanded using the Close All, +,  and – buttons.