Learn how to define graphical indicators for custom fields to make good and bad values easier to spot.
- [Instructor] The selection criteria fields help…you decide which projects are best for the portfolio.…Graphical indicators like stoplights, make it easy…to see good, medium, and undesirable values.…Let's start by setting up graphical indicator,…for the project Profit.…Here's how I'm going to work on that:…right-click the heading for project Profit,…in the table.…Then in the shortcut menu choose custom fields.…When you do that, Project opens up the custom fields…dialog box, and automatically selects the field…that you selected in the table.…
So I'm ready to go down to the bottom of that dialog…box and click the graphical indicators button.…That opens up the graphical indicators dialog…box, and I can set up the criteria for non summary rows.…That's already selected so I can head right…to the cell for the first test.…Click the down arrow, and choose the test.…In this case, it's is less than, then head…to the value cell, in the first row.…If the profit is less than 12%, that's a red light.…
So type in the value 12, and then go to…
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- Setting up portfolio measures
- Creating custom fields to calculate selection criteria
- Defining custom fields for risk measures
- Setting up resource planning
- Building a list of projects
- Adding graphical indicators to the portfolio dashboard
- Evaluating projects for the portfolio
- Reviewing demand and availability for each skill set
- Building a rough schedule
- Managing the portfolio