PM Central Portfolio - Portfolio Summary tab

PM Central Portfolio – Portfolio Summary tab

Overview of the PM Central Hierarchy	Overview of the Portfolio Site

NOTE: The Web Parts shown on the Department Summary page of department sites are the same as those on the Portfolio Summary page. The content displayed in the Web Parts will be determined by the department site’s filter configuration.

The Portfolio Summary tab and associated pages were added in PM Central 4.3.
Portfolio Summary Page

	Name / Web Part	Description
1.	SharePoint Navigators	Provides a link to the Lessons Learned page
2.	Portfolio Summary Bamboo Chart Plus Web Part	A visual representation of the number and percentage of projects created in the Portfolio by Project Status (Active, Pending, Cancelled and Completed).
3.	SharePoint Navigators	The Portfolio Summary tab displays the Task Summary and Milestone Summary charts associated with Active Projects by default. Users can view summaries for Pending Project, Completed Projects, Cancelled Projects and All Project views by clicking the respective icons. The My Projects displays offer similar views, but only for projects where the logged-in user has been assigned as the project manager
4.	Task and Milestone Summary Charts Bamboo Chart Plus Web Part	The Task Summary and Milestone summary charts identify the number and percentages of tasks by status, and milestones by status, based on the status of the project. Both Chart Plus Web Parts use the Summary List (found on the Portfolio site) as the data source. The Summary list is updated by the Bamboo Update Summary List timer job.
5.	Lessons Learned Bamboo Data-Viewer Web Part	A rolled up display of lessons learned captured by the project team as part of project close-out or phase end.

Overview of the PM Central Hierarchy	Overview of the Portfolio Site