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Overview

Quick Start Guide

Portfolio Lists

Portfolios

Attributes

Prioritization

Optimization

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Bar Charts

Ranking Charts

Efficient Frontier Charts

Sensitivity Charts

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Adding Project Attributes to Your Portfolio in Optsee®

The Portfolio form is the central control form to create, open, modify, and delete Projects and Bubble Charts. This form consists of five tabbed form pages: Data, Bubble Charts, Bar Charts, Ranking Charts, and Sensitivity Charts.

In the Data page, “Attributes columns” are used to hold the data for your projects. You can have up to 100 attributes.

1. Click on the top row of the column to open the Attribute Name form.

2. Enter the name and weight of the new Attribute. Check “Lower Values are Better” for Attributes like “Cost” where a lower value is more desirable.

See also “Tracking Uncertainty” and “Using the SMART Prioritization Engine

3. The curve charted on the form illustrates the relationship between the project attribute values and the SMART score. You can select 4 different kinds of curves: Linear, S-Type (Logistic), Step, and Custom. All these curves are adjustable.

Higher attribute values may not necessarily correspond to higher scores. For example, attributes such as “Costs,” “Resources,” and “Risk,” should SMART scores that decrease as the values get higher. You can easily model this by checking the “Lower Attribute Values are Better” checkbox to reverse the slope of the SMART Score curve.

4. After adding projects, selecting the [Show Projects] check-box lets you view where your projects are located on the SMART score curve. Each project is displayed as a small bubble corresponding to a legend item.

You can adjust any curve with the projects displayed to see exactly the relationship between the project value and the attribute SMART value as you move it.

5. You can also add “Categories” and Dates as attributes. Simply select that format in the “Column Format” drop-down menu.

Categories are particularly useful for assigning values to more qualitative types of attributes. Note that you can assign weights to Categories attributes so the contribution is included in the SMART Score calculation.

The date will be formatted according to your system preferences: “mm/dd/yyyy” or “dd/mm/yyyy.”

Note that the “Weight” field is not visible because you cannot assign weights to the Date attributes and they cannot contribute to the total SMART Score.

6. The tabbed area on the bottom lets you modify Priority and Uncertainty settings and Column Format and Appearance settings.

The "Enable for Charts and Baselines" checkbox lets you select the attributes you want to appear in pop-up menus (such as for creating bubble charts) and displayed in bar charts. If an attribute is "Active" (the box is checked), it will be displayed as "Active: Yes" in the header on top of the corresponding column in the Portfolio Data form. Note that the first 10 columns of attributes are active by default and this setting cannot be modified for those attributes.

7. After you click [Save] to close the Attribute form, the Attribute Name appears in the top row of the column, and the Attribute weight appears in the header above the column. Below is an empty portfolio with 4 displayed attribute columns.

Next: Adding Individual Projects to Your Portfolio