Project portfolio selection calculator

Calculate selection status and selected project names with your own figures.

Your numbers

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Use selection status and selected project names to compare changes to your inputs. The method and limits below explain the scope.

Examples

Examples

Try the starting example

Projects: name, whole-cent cost $, stated benefit, required projects joined by | or none
A,100,9,none B,100,8,none C,150,20,A
Budget ($)
200
Mutually exclusive project groups, joined by |; one group per line; or none
none
Mandatory project names joined by |, or none
none
Selection status
optimal
Selected project names
A, B
Total supplied benefit
17
Total selected cost ($)
$200.00
Unspent budget ($)
$0.00

Try another scenario

Projects: name, whole-cent cost $, stated benefit, required projects joined by | or none
A,100,9,none B,100,8,none C,150,20,A
Budget ($)
250
Mutually exclusive project groups, joined by |; one group per line; or none
none
Mandatory project names joined by |, or none
none
Selection status
optimal
Selected project names
A, C
Total supplied benefit
29
Total selected cost ($)
$250.00
Unspent budget ($)
$0.00
Calculation method

Calculation method

Selection status

Enumerate every subset of up to twenty projects, enforcing budget, logical inclusion dependencies, exclusions and mandatory choices.

Selected project names

Return the best-benefit feasible subset; break benefit ties by lowest cost, then enumeration order.

Total supplied benefit

Sum entered benefits without inventing a monetary interpretation.

Total selected cost ($)

Accumulate exact integer-cent costs for selected projects.

Unspent budget ($)

Budget−selected cost. No feasible portfolio gives an explicit infeasible status.

Symbols and units
a
Projects: name, whole-cent cost $, stated benefit, required projects joined by | or none
b
Budget ($)
c
Mutually exclusive project groups, joined by |; one group per line; or none
d
Mandatory project names joined by |, or none

Use the units shown. A list keeps the order in which you enter its values. The symbol ^ means “raised to the power of”.

Assumptions & limits

Assumptions & limits

  • An exact small-subset solver under supplied additive costs and benefits, with at most twenty projects. Dependencies mean logical co-selection only, including jointly selected cycles; no execution schedule or uncertain benefit forecast is inferred.
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Further reading

YALPS: independent linear/integer solver used in verification ↗

Background reading; this does not imply endorsement or independent review of SumFizz.

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