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Form Overview

Use this form to set the parameters for optimizing the selected Portfolio under constraints (Bubble Chart Pro™ OPTIMAL only). The optimizer is designed to find an optimized portfolios for portfolios of 32 projects or less. It will also work for larger portfolios, but these optimizations can take several hours or more since the number of possible subsets of projects grows exponentially as the number of projects increases.

Constraint Controls:

These controls set the constraints that the optimizer algorithm will apply when optimizing the portfolio. You can constrain either the sum total attribute values or the average of the sum total (sum total/number of projects). The constraints are displayed in the Constraints table on the form. The description of the controls for each constraint parameter are as follows:

Select Optimization Constraint drop-down menu: This drop-down menus is used to select individual attributes that you want to constrain. The attribute name will be added to the "Attribute Constraint" column of the row selected (highlighted) in the Constraints table of the form. This object is disabled if no row is selected. The attribute order in the table does not affect the optimization results.

Constraint Type check box: This drop-down menus is used to select individual attributes that you want to constrain. There are 4 types of constraints:

  • Not greater: Final sum-total value in the optimized portfolio will not be greater than constrained value
  • Not less: Final sum-total value in the optimized portfolio will not be less than the constrained value (the optimizer is designed to maximize above this value, not get close to it)
  • Mean not greater: Final mean (average) of the sum total of all the values for that attribute (Sum total/Number of Projects) in the optimized portfolio will not be greater than constrained value.
  • Mean not less: Final mean (average) of the sum total of all the values for that attribute (Sum total/Number of Projects) in the optimized portfolio will not be less than the constrained value.

Maximum, Minimum and Mean Value fields: These display-only fields show the maximum, minimum, and mean values. The minimum value is the minimum value for that attribute in the portfolio, and the Maximum value is the sum total of all the values for that attribute minus the minimum value (the maximum value that can be considered constrained).

Value field: You enter the actual value that you want to use to constrain the attribute selected in the Select Optimization Constraint drop-down menu. The default is the Minimum Value. This actual value must be equal to or within the values displayed in the Maximum and Minimum Value fields.

[Clear All] Button: Click this button to clear all rows in the Constraints table, and create an empty row at the top.

[Delete Line] Button: Click this button to delete the selected (highlighted) row in the Constraints table. This button is disabled if no rows have been selected.

[Insert Line] Button: Click this button to insert a row below the selected (highlighted) row in the Constraints table. This button is disabled if no rows have been selected. This button is disabled after six rows have been added to the Optimizer.

[Add Line] Button: Click this button to add a row below the selected (highlighted) row in the Constraints table. This button adds a row to the bottom if no rows have been selected. This button is disabled after six rows have been added to the Optimizer. No. of Constraints Field: Displays the number of constraints created (up to 30 maximum).

[Optimize]: Click on this button to run the optimization. You will see an Optimizer Progress form (below) that displays the progress of the optimization. Optimizations can be very computationally intense and can take several seconds to hours to complete depending on the size of the portfolio and the severity of the constraints. After the optimization, the results are displayed in the Optimization Results form and the selected projects are marked with a check mark in the first column in the Portfolio form. Clicking the header at the top of the form lets you sort the portfolio by that column.

[Cancel]: Click on this button to cancel and close the form.