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Naming and Saving a New Portfolio in Bubble Chart Pro™

Bubble Chart Pro™ “uses “Portfolios” of “Projects” to store and manage the data used to create your bubble charts. A “Project” could be any kind of item that has data associated with it.

1. Open the Portfolio List form by selecting the "Open Portfolio List" menu item in the "Portfolio List" menu.

2. Click [New] to create open the New Portfolio Name form.

3. Enter the name of your folder and click [Save] to open the new portfolio.

Next: Adding Project Columns to Your Portfolio in Bubble Chart Pro™