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Overview

Quick Start Guide

Portfolio Lists

Portfolios

Attributes

Prioritization

Optimization

Bubble Charts

Bar Charts

Ranking Charts

Efficient Frontier Charts

Sensitivity Charts

Menus

Querying Projects in Portfolios

You can perform queries on your portfolio using the Query form. Querying allows you to find groups of projects that share common attribute characteristics such as "projects with revenues greater than $x that cost less than $y and are complete in less than z number of weeks."

The projects that meet your query criteria, if any, displayed in the project form. If you then select those projects using the shift-click method described above, and then click the [Subset] button, only those projects will be displayed in any open bubble charts.