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Editing Projects in Your Portfolio in Optsee®

The Portfolio below contains 5 projects.

You can edit Project data in four ways:

• Directly in the Portfolio Data form by slowly double-clicking in a cell to make the data in the cell editable. (Note: Only Project names and Attribute values can be edited directly in the Project form.)

• Quickly double-clicking on a row or single-clicking the project row and then clicking [Open] to open the Project in a Project form.

• Selecting a subset of projects and using the “Modify Selection” form to modify all the projects at once.

Dragging and dropping project bubbles in a bubble chart.

Importing Projects from a tab-delimited spreadsheet. (Note: Only Project names and Attribute values can be edited directly in the Project form.)

Note: Only Project names and Attribute values can be edited directly in the Project form. Changes can be “undone” by selecting the "Undo" menu item from the "Edit" menu or selecting the control-Z (Windows) or command-Z (Mac).

Next: Importing Projects to Your Portfolio