You can choose up to 5 metrics to display for each project card on the dashboard. Metrics can be selected from our best practice library or they can created by you. Metrics that you create will automatically be added to the library so that you can access them later at any time.


Metrics that are displayed on project cards are automatically included in the list view for the portfolio. To access the list view, click the list view icon on the dashboard. This will open up a new table display showing all of the metrics in one easy-to-view and easy-to-export format:



Access filters by opening the menu at the top right of the table, above settings:


Once you've opened up the list view, you can add additional KPIs from your library to track. Select the gear icon to open list view settings, then select which additional metrics you would like to track for the portfolio:



To calculate the values in each column, you will need to select whether you would like this column to SUM or AVG. Then to export the table as .xls or .csv, click on the 'Download Dashboard' button in the upper right: