Help Contents

Overview

  • About Optsee® Help
  • System Requirements
  • Installation
  • Registration
  • Back-Up and Sharing Files

    • Quick Start Guide

  • Table of Contents
  • Opening a Datafile
  • Naming and Saving a New Portfolio
  • Adding Project Attributes to Your Portfolio
  • Adding Individual Projects to Your Portfolio
  • Editing Projects in Your Portfolio
  • Importing Projects to Your Portfolio
  • Creating a Bubble Chart
  • Examining a Bubble Chart: First Analysis
  • Interacting With Bubbles
  • Using Zoom-Boxes
  • Annotating and Drawing on Your Charts
  • Displaying Bubbles With Zero and Below Sizes
  • Setting Chart Preferences
  • Customizing Your Bubbles
  • Adding Background Colors and Gradients
  • Creating a 3D Bubble Chart
  • Analyzing and Customizing a 3D Bubble Chart
  • Displaying Subsets of Projects
  • Using Custom Legends
  • Modifying of a Subset of Projects
  • Using the Prioritization Engine
  • Using Prioritization Bar Charts
  • Using Sensitivity Charts
  • Tracking Uncertainty and Risk
  • Using Project Ranking Charts
  • SMART Prioritization Using Simulations
  • Optimizing Your Portfolios
  • Optimizing Using Project Dependencies
  • Optimizing With "Force-In" and "Force Out"
  • Comparing Multiple Optimizations
  • Using the Selected Preference Parameter
  • Using the Portfolio Dashboard
  • Creating and Using Portfolio Views
  • Using Efficient Frontier Charts
  • Using Baseline Tracking
  • Printing and Exporting Charts
  • Printing and Exporting Portfolios

    • Portfolio Lists

  • Using the Portfolio List Form
  • Portfolio List Form
  • Portfolio List Preferences

    • Portfolios

  • Portfolio Overview
  • Portfolio Data Tab
  • Bubble Charts Tab
  • Bar Charts List Tab
  • Ranking Charts Tab
  • Sensitivity Charts Tab
  • Simulation Results Tab
  • Optimizations Tab
  • Attribute List
  • Portfolio Views
  • Saved Optimizations
  • Baseline Trends
  • Portfolio Dashboard
  • Adding Attributes
  • Adding and Editing Projects
  • Project Preferences
  • Importing Projects
  • Selecting and Displaying Subsets
  • Sorting Projects
  • Querying Portfolios
  • Portfolio Optimization
  • Printing and Exporting Portfolios
  • Portfolio Preferences

    • Attributes

  • Adding Attributes
  • Attribute List
  • Attributes Form

    • Prioritization

  • Using SMART Prioritization
  • Simulation-Prioritization
  • Prioritizer form
  • Simulation Results List
  • Cumulative Percentage Chart

    • Optimization

  • The Optsee Optimizer™
  • Optimizing Your Portfolios
  • Optsee® Pro Optimization Form
  • Optsee® Plus Optimization Form
  • Optimization Results Form
  • Saved Optimizations List
  • Compare Optimizations List

    • Bubble Charts

  • Managing Bubble Charts
  • Bubble Chart Form
  • 3D Bubble Chart Form
  • Bubble Charts List Form
  • Creating Bubble Charts
  • 2D Bubble Chart Preferences
  • Creating 3D Bubble Charts
  • 3D Bubble Chart Preferences
  • Using Custom Legends
  • Annotating Bubble Charts
  • Printing and Exporting Bubble Charts

    • Bar Charts

  • Managing Bar Charts
  • Bar Charts List Form
  • Creating Bar Charts
  • Bar Chart Preferences

    • Ranking Charts

  • Using Ranking Charts
  • Ranking Charts Form
  • Ranking Charts List Form
  • Creating Ranking Charts
  • Ranking Chart Preferences

    • Efficient Frontier Charts

  • Using Efficient Frontier Charts
  • Efficient Frontier Chart Form
  • Efficient Frontier Preferences

    • Sensitivity Charts

  • Using Sensitivity Charts
  • Sensitivity Charts Form
  • Sensitivity Charts List Form
  • Creating Sensitivity Charts
  • Sensitivity Chart Preferences

    • 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: