• Introduction to HOPEX Portfolio & Planning
  • Overview of HOPEX Portfolio & Planning
    • Modeling with HOPEX Portfolio & Planning
    • Connect to the solution and learn about the desktop
      • Web Front-End
      • Windows Front-End
• Describing a Portfolio
  • Creating a Portfolio
    • Creating a Sub-Portfolio
    • Creating a Portfolio Diagram
    • Viewing and Updating Portfolio Contents
    • Defining Inventory Portfolio Content
  • Defining Criteria
    • Using standard criteria
    • Creating a New Criterion
    • Defining Criterion Aggregation Rules
    • Evaluating Portfolio objects
      • Accessing objects to be evaluated
      • Generating a PDF or Excel evaluation data file
      • Generating an instant report on evaluation data
  • Using Timelines
    • Creating a timeline
    • Defining timespots
    • Dating a timespot
  • Defining Initiatives
    • Creating an Initiative
      • Creating an initiative from a portfolio
    • Creating an Initiative Group
    • Defining Initiative Characteristics
      • Specifying decision-making information
      • Specifying timespots
    • Specifying Initiative Life
      • Initializing initiative life
      • Updating object life from an initiative
    • Modeling Initiative Costs
    • Assessing Initiatives
  • Using Scenarios
    • Creating a Scenario
    • Accepting or Rejecting Scenario Initiatives
• Analyzing Portfolios
  • Accessing HOPEX Portfolio & Planning Analysis Reports
  • Presentation of HOPEX Portfolio & Planning Reports
    • Pie Chart of Initiatives
    • Evaluating Portfolio Initiatives
    • Bubble Chart of Initiatives
    • Bar Chart of Initiatives
    • Stacked Bar Chart of Initiatives
    • Radar Chart of Initiatives
• Advanced Modeling of Portfolio Objects
  • Object Life Concept
  • Costs Modeling Principle
    • Cost Calculation Principles
    • Specifying Costs Components
      • Creating a cost line
      • Creating a fixed expense
      • Modifying a periodic expense
    • Specifying a Currency