Help Contents

Overview

Quick Start Guide

Portfolio Lists

Portfolios

Attributes

Prioritization

Optimization

Bubble Charts

Bar Charts

Ranking Charts

Efficient Frontier Charts

Sensitivity Charts

Menus

The Portfolio List form

Form Overview

This form is opened by clicking on the "Open Portfolio List" menu Project in the “Portfolio List” Menu.

Use this form to open, create, duplicate, and delete Portfolios. The form lists all of the available Portfolios. The first column of the listbox displays the Portfolio numbers and the second column displays the Portfolio names. Double-clicking on a row will open the selected Portfolio. You can change the name of a Portfolio by clicking twice slowly on the respective name in the row to make it editable.

When you click once on any row, the row becomes highlighted and you can use the buttons at the top or the Portfolio list menu Projects to Open, delete, and duplicate a Portfolio. Note that when you duplicate a Portfolio and exact copy is made, including all of the bubble charts listed in the Portfolio Bubble Chart list form.

You can sort the form by the numbers in the left column or alphabetically by name by clicking the respective headers at the top of the columns.

You can customize the display of this form by selecting the "Preferences" menu item under the "File" menu or pressing "control-," (Windows) or "Command-," (Mac) to open the Portfolio List Preferences form.

The Portfolio List form List Box:

The Portfolio list box lists all of the available Portfolios in two columns: the 1st column displays the number of the Portfolio and the 2nd column displays the name. The Portfolio names are displayed in alphabetical order, and can be sorted by clicking the respective headers at the top of each column. Clicking on a row containing the Portfolio name highlights that row and enables the buttons and menu Projects for opening, deleting, and duplicating the selected Portfolio. Fast double-clicking on a row opens the selected Portfolio. Slow double-clicking on a row makes the Portfolio name contained in that row editable. Note that duplicate names are not permitted and the length of the name cannot exceed 48 characters.

The "Uncertainty Tracking On" column displays a check mark if uncertainty tracking has been activated.

The "Is Simulation Model" column displays a checkmark if the Portfolio has been prioritized using simulation.

The "Simulation Is Current" column displays a check mark if the Portfolio Simulation is current and a red "X" if the Portfolio Simulation is not current.

The Portfolio List form Buttons:

[Dash.] button: Click on this button to open the selected Portfolio in the Portfolio Dashboard form.

[New] button: Click on this button to open the new Portfolio name form and add a new blank Portfolio to the list.

[Open] button: Click on this button to open the Portfolio selected (highlighted) in the list box. Note that this button is disabled if no Portfolio row has been highlighted. You can also open a Portfolio by double-clicking on the row in the list box.

[Duplicate] button: Click on this button to make an exact duplicate of the Portfolio selected (highlighted) in the list box. Note that this button is disabled if no Portfolio row has been highlighted.

[Delete] button: Click on this button to delete the Portfolio selected (highlighted) in the list box. Before the Portfolio is deleted, a confirmation will be displayed confirming that you want to complete the deletion. A Portfolio deletion cannot be undone. Note that this button is disabled if no Portfolio row has been highlighted.

[Close] button: Click on the close button in the lower right corner of the form to close the form.

The Portfolio List form Menu Items:

"Open Portfolio List": This menu opens the Portfolio List form.

"New Portfolio...": This menu Project corresponds in functionality to the [New] button.

"Open Selected Portfolio": This menu Project corresponds in functionality to the [Open] button.

"Delete Selected Portfolio...": This menu Project corresponds in functionality to the [Delete] button.