About Optsee® Help

System Requirements

Installation

Registration

Back-Up and Sharing Files

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

Using the Portfolio List Form

Portfolio List Form

Portfolio List Preferences

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

Adding Attributes

Attribute List

Attributes Form

Using SMART Prioritization

Simulation-Prioritization

Prioritizer form

Simulation Results List

Cumulative Percentage Chart

The Optsee Optimizer™

Optimizing Your Portfolios

Optsee® Pro Optimization Form

Optsee® Plus Optimization Form

Optimization Results Form

Saved Optimizations List

Compare Optimizations List

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

Managing Bar Charts

Bar Charts List Form

Creating Bar Charts

Bar Chart Preferences

Using Ranking Charts

Ranking Charts Form

Ranking Charts List Form

Creating Ranking Charts

Ranking Chart Preferences

Using Efficient Frontier Charts

Efficient Frontier Chart Form

Efficient Frontier Preferences

Using Sensitivity Charts

Sensitivity Charts Form

Sensitivity Charts List Form

Creating Sensitivity Charts

Sensitivity Chart Preferences