A scorecard displays a grid of data in cells, much like you see in an EPS or WBS view, or in an Excel report. And also as with Excel, you can quickly choose what data to display, move columns around, and change the grouping and sorting of the data. Here is an example of a scorecard:
There are six features on the screen that deserve clarification:
- The project name is always displayed as the leftmost column, and it is frozen or locked on screen.
- The other columns are defined with the view.
- Grouping can be performed at many levels, and subtotals are displayed with the groupings.
- Clicking on the leftmost folder icon will open up the Project tab and take you immediately to the selected project.
- If a graphical view is displayed alongside the scorecard view, then this checkbox determines whether the corresponding project is shown on the accompanying graph.
- Under each project, data is shown down to the WBS level.
The columns available are a mixture of Project-level data as well as WBS-level data. You can choose any of these columns on the left-hand side and press the right-arrow to move them to the Selected Columns. On the right-hand side you may re-order the columns by selecting them and using the up and down arrows.
You can choose the default sorting of the data as well. Once on the scorecard screen, you can change the order by simply clicking on the column headers.
The option Show Project Requests determines whether potential projects should also be included in the scorecard.
One thing that differs from Excel is that you cannot edit formulas on a scorecard. However, you can achieve the same goal using formulas in User-Defined Fields. See the previous chapter for more information on creating formulas in UDFs.
Sorting basically categorizes the data and then displays it in a hierarchy by the colors selected.
Up to ten group levels can be defined for a scorecard. Each of them can have a different color and you can choose how the group is displayed and how values are rolled up.
A waterline can be set on the view. This will take the scorecard data and rank projects as either above or below the waterline threshold. Those projects below the waterline threshold (control limit) will have a blue background, while those above will not.
The waterline parameter determines what quantity you are measuring, and that quantity is viewed cumulatively. In this case we are looking at the current budget and sorting by project score. The waterline is drawn after the cumulative current budget of the top scoring projects exceeds $5,000,000.
For example, if you needed to find what top-ranked projects you could fund with a total of $5,000,000, this chart clearly shows you the answer!
Excel Export: Scorecards can be exported to Excel by pressing the export icon 
at the top of the display. Note that the generated file will go to a temporary location on your computer – you must click Save As… in order to save and make changes to it.