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Project and Portfolio Tracking Using Baselines in Optsee® Pro

A baseline project is a saved copy of a project or data from a portfolio at a point in time that you can use to compare with future changes. When you "snap a baseline" you are saving a picture of what that portfolio and/or project looked like at that time. Baselines allow you to save a set of values for each project and portfolio, and then be visually alerted if a change in a project exceeds a set limit.

You can set two (2) indicators for change: one indicating a minor deviation from the baseline (e.g. exceeding ±5%), and one indicating a major deviation from the baseline (e.g. exceeding ±10%). When a change exceeds a minor or major change limit, the project form field an arrow next to the attribute indicating the type of change (major or minor) by the color and the direction of the change (positive or negative) by the direction.

For unassigned attributes or date attributes, the “Not Applicable” symbol is displayed.

In addition, after a project is saved, the color in the change indicator column in the Portfolio form may change color (green, yellow or red) for the projects if it has saved attribute values that are outside the assigned baseline limits compared to the las snapped baseline. If there is no snapped baseline for the project, the change indicator is green. The Baseline Color Column display in the Portfolio form can be toggled on and off in the Portfolio Preferences form.

Viewing Portfolio Trends: Every time a Portfolio baseline is “snapped,” the Portfolio data data is saved as a baseline to compare with previous Portfolio baselines. These can be viewed in the Portfolio form or in a Trend Tracker form.

Open a Portfolio and click on the “Show Baseline” menu item under the “Baselines” menu.

The basic baseline trends are then displayed at the bottom of the Portfolio form.

Viewing the Portfolio Trend Tracker form: Click on the “Open Trend Tracker” menu item under the “Baselines” menu or click on the “Open Trend Tracker” button on the “Portfolio” form to open the Trend Tracker form.

Viewing Last Baseline in Project Form: Open a Project and click on the “Show Last Baseline” menu item under the “Baselines” menu to display the last snapped baseline in the Project form.

Viewing Project Baselines and Trends: You can snap baselines for individual projects and view them in the Project Trend Tracker form.

Open a saved project in the Project form and click on the “Open Trend Tracker” menu item under the “Baselines” menu.

Setting Change Indicator Limits: You can set two (2) indicators for change: one indicating a minor deviation from the baseline (e.g. exceeding ±5%), and one indicating a major deviation from the baseline (e.g. exceeding ±10%). When a change exceeds a minor or major change limit, the project form field an arrow next to the attribute indicating the type of change (major or minor) by the color and the direction of the change (positive or negative) by the direction.

Setting Portfolio Change Indicator Limits: Open a Portfolio and click the “Portfolio Baseline Limits” menu item under the “Baseline” menu to open the Portfolio Baseline Limits form.

Setting Project Change Indicator Limits: Open a saved project in the Project form and click the “Project Baseline Limits” menu item under the “Baseline” menu to open the Project Baseline Limits form.

Change Indicator Column: In the Portfolio form, the “Change” column (“Ch”) displays a circle indicating if a Project has changed outside of the its Baseline limits. A green circle indicates no change; a yellow circle indicates a “minor” change; and a red circle indicates a “major” change. If there are multiple Attribute changes, the circle indicates the maximum change.

The display of this column can be toggled on and off in the Portfolio Preferences form.

Snapping Baselines: Portfolio Baselines can be snapped using the “Snap Portfolio Only” menu item under the “Baselines” menu item in the Portfolio menu bar. When a Portfolio-only Baseline is snapped, the only Portfolio Summary Attribute values and SMART score data are saved. If the Portfolio used a simulation prioritization, that last prioritization parameters are used the generate the statistical data for the Portfolio baseline by performing a simulation.

Project Baselines can be snapped using the “Snap Portfolio and Projects” menu item under the “Baselines” menu item in the Portfolio menu bar or using the “Snap New Project Baseline” under the “Baselines” menu item in the Project menu bar.

When a Project Baseline is snapped, the Attribute values, Optimization Parameters, and SMART score data is saved. If the Portfolio used a simulation prioritization, that last prioritization parameters are used the generate the statistical data for the Project baseline by performing a simulation.

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