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The Optsee® Pro Optimization Results Form

Form Overview

Note: For Optsee® Plus the results are displayed in the Optsee® Plus Optimization Results form.

This form displays the results from a Portfolio optimization. The results associated with a particular optimization result are displayed in this form when it is opened from the Portfolio Form. The Optimization Results form displays the name of the optimized parameter (such as "SMART Score" or other maximized attribute). It also displays the set and actual results obtained for each constrained attribute for the optimized portfolio. Finally, the form displays the optimization parameters used and the elapsed time required to run the optimization.

In addition to the standard [Delete], [Previous], [Next], [Print] and [Close] buttons, there is also a [Use Parameters] button that allows you to directly open the Optsee Optimizer™ form automatically set to the saved parameter set. This allows you to repeat an optimization using the same or slightly modified parameters without having to re-enter all of the parameters. There is also a [Repeat] button allows you to repeat and overwrite a saved Optimization

Optimization Result:

Maximimized Optimization Result field: This display-only field shows the value of the optimized attribute in the optimized portfolio.

Maximized Parameter field: This display-only field shows the name of the attribute that the portfolio was optimized to maximize. If this used in an Efficient Frontier optimization, the field is labeled "Efficient Frontier Numerator:"

Efficient Frontier Denominator field: This display-only field shows the name of the attribute that was selected as the denominator attribute for an Efficient Frontier optimization. This field is disabled if it was not an efficient frontier optimization.

No. of Constraints field: This display-only field shows the number of constraints used.

Efficient Frontier Ratio field: This display-only field shows the ratio between the sums of the numerator attribute and the denominator attribute for an Efficient Frontier optimization.

Elapsed Time field: This display-only field elapsed time for the optimization.

Warning Text:

If the optimization was stopped and saved before it was completed, the following message is displayed:

If data in the portfolio has changed after an optimization, including an attribute modification or re-prioritization, the optimization results may no longer be valid, and the following warning is displayed:

Optimization Parameters:

If the genetic optimizer was used, the user-set parameters versus actual results are displayed in the form. These can be useful to determine if the optimization parameters should be adjusted, such as adding more parents, increasing the number of generations, or changing the number of repeats for convergence.

  • Maximum Number of Parents Set field: This display-only field shows the maximum number of parents that could be created in the first generation. The optimizer will try to make as many parent portfolios as it can up to this number; however, it may not be able to make the maximum amount due to being unable to find enough portfolios that meet the applied constraints.
  • Maximum Number of Parents Actual field: This display-only field shows the actual number of parents that were created in the first generation. The optimizer tries to make as many parent portfolios as it can up to the maximum value; however, it may not be able to make the maximum number due to being unable to find enough portfolios that meet the applied constraints.
  • Maximum Number of Generations Set field: This display-only field shows the maximum number of generations (including the parent generation) that could be created during the optimization process. The optimizer keeps creating new generations until this number has been satisfied, or until the specified number of "Repeats Indicating Convergence" has been reached.
  • Maximum Number of Generations Actual field: This display-only field shows the actual number of generations (including the parent generation) that were created during the optimization process. If this value is less than the Set value, it indicates that the specified number of "Repeats Indicating Convergence" has been reached.
  • Repeats Indicating Convergence Set field: This display-only field shows the maximum number of consecutive generations that could be created that have an identical optimized attribute maximum value. Thus, when three or more generations have repeated the same optimized attribute maximum value, the optimization process has converged on the optimum value for that portfolio and the optimization will stop. If this value is too small, the process will converge prematurely.
  • Repeats Indicating Convergence Actual field: This display-only field shows the actual number of consecutive generations that were created that have an identical optimized attribute maximum value.
  • Percentage of Mutations field: This displays the set percentage of mutations added to each generation.

Constraint Results:

Constrained Attribute column: This displays the names of the constrained attributes.

Constraint Type column: This column displays the type of constraint used for the corresponding attribute. There are 4 types of constraints:

  • Not greater: Final sum-total value in the optimized portfolio will not be greater than constrained value
  • Not less: Final sum-total value in the optimized portfolio will not be less than the constrained value (the optimizer is designed to maximize above this value, not get close to it)
  • Mean not greater: Final mean (average) of the sum total of all the values for that attribute (Sum total/Number of Projects) in the optimized portfolio will not be greater than constrained value.
  • Mean not less: Final mean (average) of the sum total of all the values for that attribute (Sum total/Number of Projects) in the optimized portfolio will not be less than the constrained value.

Set Values column: This column displays the constraint limitation values that the user set to constrain the corresponding attributes.

Actual Values column: This column displays the actual results obtained in the optimization based on the set corresponding attribute constraints.

Dependency Constraint Results:

You can view the set of dependencies used as constraints in an optimization by toggling open the right side of the form using the toggle button on the lower right of the form. The list shows each dependency used for that optimization and the results, and it is not editable. Note that the dependencies are archival only and will not change if the projects are deleted, added, or re-named in the portfolio or if the dependency set is modified. Dependency sets are created using the Portfolio Dependency Set Form and the Portfolio Dependency Editor Form.

Saved Progress Chart:

The graphic in the lower left displays the maximum result versus time curve generated during the optimization.

Optimizer Result Form Buttons:

[Previous]: Click this button to move to the previous saved optimization in the Saved Optimization List Form. If the parent portfolio is displayed, the selected optimization results are displayed in the "Last" column of the Portfolio Form. This button is disabled if the current optimization is at the top of the Saved Optimization List Form.

[Next]: Click this button to move to the next saved optimization in the Saved Optimization List Form. If the parent portfolio is displayed, the selected optimization results are displayed in the "Last" column of the Portfolio Form. This button is disabled if the current optimization is at the bottom of the Saved Optimization List Form.

[Use Parameters]: Click this button to directly open the Optsee Optimizer™ form automatically set to the open saved parameter set. This allows you to quickly repeat an optimization using the same or slightly modified parameters without having to re-enter all the parameters. Note that the dependency set that is loaded when the [Use Parameters] is based on the current version of that set, and may be different than the one saved and displayed if the archived version of the set has been modifed since it was last used.

[Repeat]: This is similar to the [Use Paramters] button except that it will overwrite the previously saved optimization. This allows you to quickly repeat an optimization using the same or slightly modified parameters without having to re-enter all the parameters or create a new saved optimization. Note that the dependency set that is loaded when the [Use Parameters] is based on the current version of that set, and may be different than the one saved and displayed if the archived version of the set has been modifed since it was last used.

[Delete]: Click on this button to delete the saved optimization result.

[Save]: Click on this button to save the results. The results can be viewed using the Optimizer Saved Results form.

[Close]: Click on this button to close the form without saving any changes.