Portfolio overview

The portfolio Overview tab displays a set of portlets configured by your administrator, enabling you to collectively view the portfolio information. You can also customize the Overview tab to display the information to meet your needs.

In this topic:

How Overview tab can help you monitor the portfolio

From a portfolio's Overview tab, you can:

• Collectively view the portfolio information.

• Drill down on displayed data to view more detail.

• Export the portfolio data to share with different people for review and analysis.

  To export the portfolio data:

  1. In the upper-left corner of the Overview tab, click Export to PDF.
  2. In the PDF Settings window, configure what is included in the exported PDF.
  3. Click Export.

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Customize Overview layout

You can customize the layout of the Overview tab to display the information to meet your needs.

To change the layout:

1. Prerequisites:

   • Portfolio Overview layout is overridable per the portfolio type settings. See Portfolio Type Settings vs. Portfolio Settings for details.

   • You are the portfolio manager, or you have the Edit All Portfolios access grant.

2. Turn on the Edit Mode toggle.

   For 10.0.2 and earlier versions, click in the upper-left corner of the Overview tab.

3. Follow the instructions in Configure portfolio Overview tab to set the overview layout.

4. If you want to apply the overview layout settings inherited from the portfolio type, click Restore to Default.

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