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The Portfolio Baseline Trend Chart

From Overview

The Portfolio Baseline Trends Chart allows you to see many views of the overall portfolio baseline trends without leaving the Portfolio form. The area has a number of controls to let you view both SMART Score data, attribute data, and number of projects data.

Select the "Show Portfolio Baseline" menu item to display the Portfolio Baseline Trends Chart at the botom of the Portfolio form below the data listbox (Figure 2).

It is important to note that the Portfolio baseline data is based on the sum of the project SMART Score and sums of the attribute data.

The form popup menu and buttons are enabled or disabled depending on several parameters:

  • The type or prioritization used: The statistical data is only enabled for Simulation-Prioritization portfolios
  • If the data selected for the chart is SMART Score data, attribute data or number of projects data
  • Uncertainty tracking is being used for the portfolio

Popup Menus

Select Data For Chart pop-up menu: This menu lets you select the data that you want to chart.

No. of Sigmas popup menu: This menu lets you select the number of sigmas (standard deviations) that you want to display as bars in the chart. This menu is only enabled when the [Mean] radio button has been selected; otherwise it is disabled.

Radio Buttons and Checkboxes

[Mean] or [Mean of Sums] radio button: When this button is selected, the chart displays the mean value for the portfolio baseline:

  • For portfolios prioritized using the Simulation-Prioritization, it displays the mean of SMART Score sums from the simulation of the selected data.
  • For portfolios prioritized not using Simulation-Prioritization or for Attributes, it displays the mean of the individual project values for the selected data.

[Median] or [Median of Sums] radio button: When this button is selected, the chart displays the median value value for the portfolio baseline:

  • For portfolios prioritized using the Simulation-Prioritization, it displays the median of SMART score sums from the simulation
  • For portfolios prioritized not using Simulation-Prioritization or for Attributes, it displays the median of the inidividual project values for the selected data.

[Show 90% and 10% Bars] check box: This checkbox is only enabled when the [Median] radio button has been selected; otherwise it is disabled. When this checkbox is selected, the 90% and 10% bars are displayed in the baseline chart.

[Sum] radio button: When this button is selected, the chart displays the sum value value for the portfolio attribute data:

  • For portfolios prioritized using the Simulation-Prioritization, it is disabled for the SMART Score data and enabled for the attribute data
  • For portfolios prioritized not using Simulation-Prioritization, it is enabled for both the SMART Score data and for the attribute data

[Max-Min] check box: When this check box is selected, the chart displays vertical lines representing the maximum and minimum values for the selected data. This button is disabled if uncertainty tracking is off or there is no "maximum-minimum" data to display in the chart.

[Display Baseline Numbers] check box: When this checkbox is selected, baseline numbers corresponding to the values in the "No." column in the right list box are displayed along the X-axis of the baseline chart.

Button

[Open Trend Tracker] button: Click this button to open the Trend Tracker form for this Portfolio.