Portfolio Manager User Guide

• Getting Started
  • The Portfolio Paradigm
  • Install Portfolio Manager on macOS (Dock Shortcut)
  • Install Portfolio Manager via the Command Line
  • Set Up Portfolio Manager for the First Time
• Core Concepts
  • Project Lifecycle
  • Sessions
  • Milestones
  • Project Health Scoring
  • The Weekly Review
• Managing Projects
  • Create a Project
  • Write a Project Plan Document
  • Create a Milestone
  • Advance a Milestone to Done
  • Archive a Project
• Managing Sessions
  • Create a Session
  • Update a Session's Status
  • Plan Sessions for the Week
• Weekly Workflow
  • The Weekly Workflow Process
  • Complete the Weekly Review
• Configuration
  • Configure Application Settings
• Reference
  • User Interface Reference
  • Session Status Values
  • Project Status Values
  • Milestone Status Values
  • Scoring Algorithm Reference
  • Configuration File Reference
  • Markdown and Mermaid Syntax Reference
• Troubleshooting
  • Portfolio Manager Does Not Launch
  • Tkinter Not Found
  • Database Error on Launch or During Use
  • Mermaid Diagrams Not Rendering in Plan Documents
  • Sessions Not Appearing on the Dashboard or Sessions Tab
• Glossary