Portfolio Dependency Set Form

The Portfolio Dependency Set Form lets you build multiple dependency sets of portfolio projects. Dependencies are important when you want to optimize portfolios and keep selected groups of projects together, or select one project or another (but not both), or select both projects or neither project, or select one project or the other project. The Portfolio Dependency Set form displays a list of the dependency sets as well buttons for creating, deleting, duplicating, and opening individual sets. The contents of each set can be viewed from this form, and can be edited by selecting the set and double-clicking on the row or selecting the [Open Set] button to open it the Portfolio Dependency Editor form.

You can create multiple dependency sets for selection as portfolio optimization constraints using the Optsee Optimizer™.

The form is opened for the frontmost open Portfolio form from the "Edit Dependencies..." menu item in the Portfolios Menu.

Portfolio Dependency Editor Buttons:

[Expand] button: Click on this button to expand the set rows and view the contents of the set.

[Collapse] button: Click on this button to collapse all the rows so that only the set names are displayed.

[New Set] button: Click on this button to open a blank Portfolio Dependency Editor form where you can create a new dependency set.

[Open Set] button: Click on this button to view and edit a selected dependency set in the Portfolio Dependency Editor form.

[Duplicate Set] button: Click on this button to duplicate and edit a new dependency set in the Portfolio Dependency Editor form that is identical to the selected set except for the name.

[Delete Set] button: Click on this button to delete a selected dependency set from the list.

[Close]: Click on this button to close the form.