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Quick Start Guide

Portfolio Lists


Bubble Charts

Bar Charts

Ranking Charts

Sensitivity Charts


Adding Individual Projects to Your Portfolio in Bubble Chart Pro™

1. Click on [New] at the top of the Portfolio form to open the New Project form.

2. Enter the Project data in the form, including the name and Attribute Values for that Project. Note that the Attribute names from the corresponding columns are filled-in.

3. Select a color, pattern, and pattern color for the Project that will be used in the Bubble Charts.

4. Click [Save] to save and close the form. When a portfolio contains 2 or more projects, a “Value Score” is calculated automatically when you save the Project.

Next: Editing Projects in Your Portfolio