Is there documentation on how to use the waterlines for a portfolio?

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

Is there any "how to" documentation on how to setup portfolio management to effectively use waterlines?

Environment

Release : All Supported Releases

Component : CA PPM SAAS APPLICATION

Resolution

Documentation Links:

• Configure the Waterline View for Portfolios
• Creating a portfolio of investments

Related KBs:

• 100774 - How the Score is calculated when ranking instances in Clarity Portfolio Waterlines
• 56516 - Portfolio Waterline Ranking Selector
• 187624 - How is the role demand calculated on the Portfolio Waterline page?
• 188301 - Portfolio Investment Schedule portlet showing Above Waterline projects incorrectly below waterline
• 189511 - Portfolio Ranking Rules not being applied on Waterline

Additional Information

See also: 187124 - How does Portfolio Targets Role Totals get populated for Portfolios?