Widgets for Portfolio Analysis

The Projects > Analysis area supports you with cross-project evaluations. You can identify trends and anomalies across many projects – depending on which projects/filters you select.

General information about widgets (e.g., show/hide, arrange) can be found in the article Widgets: Overview, customization & usage locations.

Widgets in Projects > Analysis

Before results are displayed in the widgets, the data basis for the widgets must be defined via project selection or the filter in the upper right.

Various projects can be selected via project selection.

However, you can also analyze all projects of a certain project type or with a specific flavor or label via the filter.

After a selection of projects has been made, the widgets can be used for analysis. 

Monthly Project Cost Overview (Plan)

• Shows: Planned costs per month (across the selected projects).
• Good for: Good for identifying budget peaks and cost-intensive phases early on.
• Special features: Additional functions for analyzing with the widget are available via the icons next to the chart:
  • Zoom 
  • Zoom Reset
  • Data View
  • Switch to Line Chart
  • Switch to Bar Chart
  • Stack
  • Restore
  • Save as Image

Monthly Cost Distribution (Plan/Actual)

• Shows: Comparison of monthly costs according to plan and actual (across the selected projects).
• Good for: Helps identify deviations over time.
• Special features: Additional functions for analyzing with the widget are available via the icons next to the chart:
  • Zoom 
  • Zoom Reset
  • Data View
  • Switch to Line Chart
  • Switch to Bar Chart
  • Stack
  • Restore
  • Save as Image

Monthly Resource Overview

• Shows: Resource/capacity values per month (across the selected projects).
• Good for: Suitable for bottleneck and peak analyses.
• Special features: Additional functions for analyzing with the widget are available via the icons next to the chart:
  • Zoom 
  • Zoom Reset
  • Data View
  • Switch to Line Chart
  • Switch to Bar Chart
  • Stack
  • Restore
  • Save as Image

List

• Shows: Status-related content in list form.
• Good for: Practical if you prefer to scan/compare entries rather than use charts.
• Special features: The following options are available via the three-dot menu:
  • Hide
  • Configure widget
  • Duplicate

Burndown

• Shows: The development of effort/remaining work or task development over time.
• Good for: Good for seeing whether implementation is moving towards "done" or if more work is being added.

Bubble Chart

• Shows: A chart that displays configurable content as "bubbles" in a coordinate system.
• Good for: Particularly helpful for comparisons and prioritization.