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Quick Start Guide

Portfolio Lists


Bubble Charts

Bar Charts

Ranking Charts

Sensitivity Charts


Adding Project Attributes to Your Portfolio in Bubble Chart Pro™

The Portfolio form is the central control form to create, open, modify, and delete Projects and Bubble Charts. This form consists of five tabbed form pages: Data, Bubble Charts, Bar Charts, Ranking Charts, and Sensitivity Charts.

In the Data page, “Attributes columns” are used to hold the data for your projects. You can have up to 100 attributes.

1. Click on the top row of the column to open the Attribute Name form.

2. Enter the name and weight of the new Attribute. Check “Lower Values are Better” for Attributes like “Cost” where a lower value is more desirable.

3. The curve charted on the form illustrates the relationship between the project attribute values and the SMART score. You can select 3 different kinds of curves: Linear, S-Type (Logistic), and Step. All these curves are adjustable.

4. Selecting the [Show Projects] check-box lets you view where your projects are located on the SMART score curve. Each project is displayed as a small bubble corresponding to a legend item.

You can adjust any curve with the projects displayed to see exactly the relationship between the project value and the attribute SMART value as you move it.

5. You can also add “Categories” and Dates as attributes. Simply select that format in the “Column Format” drop-down menu.

6. The tabbed area on the bottom lets you modify Priority and Uncertainty settings and Column Format and Appearance settings.

The "Make Active For Use in Charts" checkbox lets you select the attributes you want to appear in pop-up menus (such as for creating bubble charts) and displayed in bar charts. If an attribute is "Active" (the box is checked), it will be displayed as "Active: Yes" in the header on top of the corresponding column in the Portfolio Data form. Note that the first 10 columns of attributes are active by default and this setting cannot be modified for those attributes.

7. After you click [Save] to close the Attribute form, the Attribute Name appears in the top row of the column, and the Attribute weight appears in the header above the column.

6. Portfolio top row (“Row 0”) after 7 attributes have been entered:

Next: Adding Individual Projects to Your Portfolio