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Overview

Quick Start Guide

Portfolio Lists

Portfolios

Bubble Charts

Bar Charts

Ranking Charts

Sensitivity Charts

Menus

Projects can be opened from the Project Data form or by double-clicking on a bubble object in a Bubble Chart form or in the legend.

Use the Project form to view, modify, save, and duplicate the values of a project. The project Name can be modified in the project field at the top of the form. The value scores are displayed below the name. The attribute names and the corresponding project values are entered and displayed in the listbox area. The bubble pattern and color project combination and the "Selected" checkbox are displayed above the listbox.

You can edit the display of the attribute list by using the Project Preferences form.

Tracking Uncertainty:

If [Track Uncertainty] is selected in the Portfolio Preferences form, then three columns are displayed for each attribute: the "Value" column, the "Plus" column, and the "Minus" column:

In addition, there are two additional SMART value score fields at the top of the form displaying the High and Low SMART value scores as calculated by using the data in the "Plus" and "Minus" columns.

How data is entered in the "Plus" and "Minus" columns is controlled by the settings in the Attribute form. If [Do Not Use Default Uncertainty] is selected, then you can enter the uncertainty values manually in the "Plus" and "Minus" columns. If [Use Percent Default Uncertainty] or [Use Absolute Default Uncertainty] are selected, then the values in the "Plus" and "Minus" columns are calculated automatically based on the number in the "Value" column when you save the project.

Note that when the Attribute format is "Categories" that the "Plus" and "Minus" columns display "Not Applicable." This is because uncertainty cannot be assigned for categories; the project is in either one category or another.

Important Note: The High and Low SMART score values may NOT be higher and lower, respectively, of the overall SMART value score if all of the attribute "Plus" and "Minus" values do not bracket the assigned main value. For example, if the main attribute value is 100 and the "Plus" value is 90 and the minus value is 50, then the "High" and "Low" value scores will be lower than the Overall Value Score. This is illustrated in the figure below:

If you want to use uncertainty for some attributes, but not all, then it can be useful to set the Default Uncertainty setting in the Portfolio Preferences form to [Use Percentage Default Uncertainty], and then set both the "Percentage to add" and "Percentage to subtract" to 0 (zero). This way the "Plus" and "Minus" values will automatically be set to the identical value as the main ("Likely") and will not affect the uncertainty "High" and "Low" SMART value scores. In fact, Uncertainty Bars with identical high and low values are not displayed.

Project Form Fields:

Project Name Field: Modify the name of the project in this field. The project name must be unique to that portfolio combination and cannot exceed 32 characters, including spaces.

Value Fields: These value are displayed below the name field. If Track Uncertainty is enabled in the Portfolio Preferences form, the "Plus" and "Minus" value columns are displayed, otherwise the "Plus" and "Minus" value columns are hidden.

Project Values Listbox: Project values are entered in the column on the right side of the listbox. Categorical data is entered by clicking in the associated cell and selecting from the pop-up menu that appears displaying the categories that were added in the Modify Attribute form.

Project Check Boxes:

[Selected] Check Box: When this box is checked, the project will include a check in the selected column of the Portfolio form.

[Blink on Charts] Check Box: When this box is checked, the project bubble will "blink" on and off in the Bubble Chart form when blinking has been turned on at the bottom of the form. You can select the blinking speed for a chart using the Bubbles tab of the bubble chart preferences form.

Project Form Buttons and Palettes:

Color: Click on the color square to open the color picker to select a color for the project.

Pattern Palettes: Click on the pattern square to select a pattern for the project from a drop-down selection of 64 patterns.

Pattern Color: Click on the color square to open the color picker to select a color for selected the bubble pattern.

The combined color, pattern, and pattern color combination is previewed in the Preview box on the right side of the form.

Line Pattern: Click on the Line Pattern rectangle to select a line pattern for the project from a drop-down selection of patterns. These patterns are used for Sensitivity Chart lines.

[Delete]: Click on this button to delete the project by displaying the Delete Project dialog confirmation form.

[Duplicate]: Click on this button to open a new Project form containing the identical values as the parent project. This allows you to edit and save a new project that contains the same or similar values as the original project.

[Save]: Click on this button to save any changes made to the project.

[Close]: Click on this button to close the Project form. If you have made any changes to the project that have not been saved, the "Changes Not Saved" dialog will be displayed.