Help Contents

Overview

Quick Start Guide

Portfolio Lists

Portfolios

Attributes

Prioritization

Optimization

Bubble Charts

Bar Charts

Ranking Charts

Efficient Frontier Charts

Sensitivity Charts

Menus

Portfolio Overview

A portfolio is a set of projects and associated project data. Portfolio project data are displayed and modified in the Portfolio form. The Portfolio form is where individual projects are added, opened, and deleted. Bubble charts, sensitivity charts, ranking charts, simulations, and optimizations all saved and managed within the Portfolio form.

Portfolios can be created, opened, duplicated, and deleted using the Portfolio List form This form is also used for opening the Portfolio Dashboard form.

Optsee® Portfolios are very powerful and comprehensive databases for managing your project portfolios. For example, you can: