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UMT Portfolio Optimizer™ 3.3 – User Manual

1. rae a aa age gee The Insert Entry buton inserts a new entry in the eae praksi he Fi Hor day ho Being opin mn bedde ang pee on GE ayam ng ste Wot En deere oe OP The kong NameyShort Names bution WED between the short mares and ong mames of he The Import bution allows you 1o import ees from an Bed meisie So Chapter 10 Tenporting Data for further eta You cn et the List View without making any hanger i you clk the Clone but Heer you wil be prompted 1 sate if you have made any age poor ae a ana ogee oor ne 5 DATA View EDIT DATA Thi section of the Use Gade will teach yo how to estit an entry s rar ts orn priced ene the Data ew Ds General Overview The sereen preset wl provide a tb wih two main sections On the Inside you cam a a Ueto the ene pet or deve forthe teleport Projects in Figure 5 This int incutes two clans the first ola contains the ESF ID of the seer Geass i dank nec The right side stating wth the third column displaye the structural Mates The oes provide the valas of the cu arte fre via sty oie Baba name aw in fe colon eae ae a noe ogee earn Tipas 1 Daa View atas There may be some cl tht cant te it For example when the apa dei Agpowed ln Ipinwabiia stages of be otis procese or when the aabot atb Find bow sorme examples of structurat
2. The Strategy Radar tab displays on a enter chart Be solutions Hat yo When you dek the taby you will abo sea new row appearing in he et panel ar in the iun low Thus you cn ale the solutions that yo want to sc on your graph by Hiking the appropriate check bene ge 10 EI e ET TT lalala gue 410 Decl Baird Slaton in the Staley Radar The Curent Status soon is represented as a green buble vrith the Projects that havea Ga stat eth steeper at green Hae marha with te nthe ass you wil have the ue on Operations values while on the Dy you have the pt on Stat value You can either une the atts that you have previously selerted in the scenario wizard by deal vr you can see ther tite framm the mn dopo re ig the Show do tin ge gare 18 wl open NA and ading Gi Re ack selatan Gs raang Be vation the von poot the Cottier Bere Foreash con vlae in the predefined rage new skut eased n the optimizer Tae xan Oy pins to sep the nev solution are lela by summing the pagod catering the oy solution point The Decision Dashboard Toolbar The toolbar hana doy basic tions that come in handy when working Wih your woman Th jar cnn thing options The Back to Setup button allows yo go back and Tain some of he able eed maa esse The Set satan to adrian ution can be used when Bea Cang has ama N cles
3. AT Pee ar Note Alay un the Log Out button cate in the tsar when you fre kav the UNT Fea Opie rater tan oun te ae a aaa ogee earn 3 SETTINGS General Overview The Being feature is common bo al the modes in the UMT Porto Serer prem nae nt Stings gade d UME Sra tnt at el ely ame ed dere rd he UMT Pott Optimizer s aye provides inthe pages at allow Attribute Definition Tainan allows you to define atonal arb for Pastor Busines Drivers These atribute wil hen appear waisted withthe Matuwa when vang the diferent less ofthe UMT Porishe Opinion Lit View Data Data View EdiyData or Analyzer Sar with the elation botoen suture elation View Welton ss in the coe of Kala slae forthe rato bah Dv or impart fo the re cen Projet and Drivers he Project and Drivers tribte cn then be wed for Basang epa sidan and ting wat Bajo sed esa ah te Bene Deve making FEED nagana gee ing hn ho pan a a fade d the Sika and building cha and gap ek sis bn Kavach ae ven Chapter IE Deining ster ane of he options kor deling fee is ewe AE create filer Vac higher an stern ed Far ma deta he We Di ant we Hen pleme ero Cape 12 st the Der To aces the Alte Dean function we the ink provided n the Setnge page rom the UNIT Pert Balde module Selos the Add Abe option and mee the UMT Pontos 2G Tian aet Be Aa Types Atle Copy and Atte Eat f Creating New Attributes To een a ney att taco daka imahe rogue Hede in Figure 31
4. apr te rn tag rage i pmm pave CE Inthe window that appears set the ling options w Enable Download signed ActiveX contol a ActiveX controls nd leg me Sept ActiveX cmt mako ae or mtp Submit oa eer Pd frm das Excel Configuration Thi ction deserter the configuration ol Most Enel for the LMT Porte Opin Toset the Micros Eel seting follow the next stepe rand select Opin Bh ve bert Tama ok m bb Deus gag RD Er eee ETE tice E EE an 3 OR the Security tats Clk the Macro Security button The scanty alog bes will Bear that the Trust accs to Vinal Basie Project oi selected the box i not selected you wl get error mesages when wang eertain felons within de rie Cp When trying o me certain fun n the UMT Parthis pnt the enter menage wil ke aplay Q romieu nen rinnan Figure136 Technical Requirements and Recommendations The flloing ae hardware and fare syento and Bed dd se Software amp System Standards 1 Application Web Server Merk Internet Information Server 15 Application Server OS Windows 290 Server Windows 2 Server Applian Serer addtional requirement Mismo NET Framework LO or 1 1 SltarePX Char Cha is included with TNT solitare saie 1 Database Server ROMS Microsoft SOL Server 2000 32 Ba Reporting Mao SOL Reporting Servicer 4 Progamming Matform Langage Micoul
5. EER ER ae apne Tereg ne UMT Portfolio Optimizer 3 3 User Manual CONTENTS oy Pastures o UMT Part Optimizer a wer Portata pir concepte w The UT Fase aie Management Mody aa tegen ee in tne WT Pertso pte pi Ed Hi GE UMT Panelo Oerimaea Views lust View E0751 bara View EorDara UTANG paa Aeranons View Ear Reun ia N Retana mra PonrraLo Ortamzanon amp ANALYSIS Te opine Barra overen ETE suya OE Omar aces tape tse res wc apang Preis ST EE Ed Rm Seaton Hin Er Em ng He optimizer ean Pooler eat Ee Optimizer options Optimizm hair Ganera Data Exe imparting Felton Das OE pamato Gan sna WELCOME Audience ric manual ase that you are fiir ith the allowing General nol of Micromot Internet Explorer amp Mics poy The environment in wich UMT Porttolio Optimizer ix installt Eg Windows XP About This Book This mer man cds nocation abo UMT Portfolio Optimizer Hi divided into chapters that relate w the cre functionali and logs sige the system 20 yow can sasiy in norman any fate or component Specifically this manual covere Be following arsar introduction Chapter 1 Overview Brel explain the sors feetonality of UMT Feria rneer and lies te kay concep and fetes Chapter 2 Getting Sri deals the basie navigation through the Hi ae a a
6. Similar opt oo Feel apa a alab gue 7 aight Ane Roe igh click any ofthe resource constants bars nthe example ly FTE 5 present but there can e more to display a mens fom which ou car He ige cmr the tne ay yo nak bc Alter any changes you should ick Apply and a new solution will be Computed and displayed om the plot aes by moving the pini angle presen scoring This Way you can ace te impact of ac of heremure unary contain on four auto By urslsing al the eco in the ight side ol te gh amie aan Figure 7 8 the potion ofthe velaton wll fe te highest Fonsi ten ing wave an pep let a Te mpat Se ests an ttn cue bat DERE EE Tie optoen of aming the gongt o Bed we provided fr bot the fin Ere plot aa an the Constants Impact bar chart To ane hem dek the File Men tution in the main insight window and slot ihe chars you within ane the opin fr Other pions here le yf nto sand Uhr by ea There is another way of entering the pali rm the optimizer EET ce toy el he a amts ri ban Sensitivity Analysis Sensitivity analysis allows you ko change the deve and projec wep el fr ealeulating your souton wo that you can setae one hey il intlaenee your alton ran diferent cena and compare the sting soto Another stare the In Out Ranges which allones the user to me howe sir th gm he apc pa Win ie Be mol or project hat ae et pat of the clon or othe poet wl be din sation Total hs type alan ana e
7. for which the poet wil be incase in our solution actly he total ba that you have to spand in and for tal pre oer in the sin nines Sono th yon oe es ya etd gy fam aes he ma wet Slo nts way you Ka how mach you have lo reduce your cons Ter ather constraints forte pj to pars of the solon ae a naa ogee oor ne raul urine ond wl be avalaki for Inter analy or yo eart Bur keen the ged ore ene ged mean Fuel De gue 74 Senay Anay Oor Hanga hast hic bar chart Figure 7 43 hen al the reeds in the ation colored prend nce inthe sation oer fae nlp oes sy ante clades duc EDS ee nfo ating Th di of the bes we acon fo the ie vies of the projet bone con ration a compare the minimum of Hera de praet My have Ee ia ania solution Em Te press nthe righ side ofthe Yan sould be iced inthe salon apd the ones the lekt should be exuded we tke nto count oly teat cont Note By asing tht dun you can aaa ow much te coma af de poet Cat a any Ta EE IE EE man era fear far the aga be elke in ut Compute Drivers Costs eta opin be Ade Ars era compete Den Coan ie i chy te een ose Pre rn plete ET pee Pit Slot the solution for which you want compute the deve ct and home te option fom the OpinizerMenw AGvanced Aray gue 7 4 Advanced Analy Dvr Cnt Setup The slog that is displayed in Figure 7 44 ete you chome the sractare in wt cots wil be corpo Gere mane than one inthe at only you cone more th vo st
8. Business Driver or arly during porto optimization eon The UNIT Porte Opin allows the definition and use of several types of firs Moje fier Programs ler Applications ier Business Drivers fiers Business Processen itr and Arhiectuce White cach of the above ds structures thatthe UMT Paris Opis War wh cn be filtered ler can only be defined for 2 singe laat ile pple to bo popes nd snes ives or arseen read Filters are bos dei and managed hr the Filler Management fan ceo troon the Stings feature othe UST ye Ng Please ler he Stings Cue For convenere each ie type cn alan be Alene and mangga in the LMT Portis Ore List Edit and Relations ee well the Chat wierd Filters can te applied bet cannot be defined or managed n the nti Anayser iw tht bed or anal parn The Fler Management functionalities acne from within the UMT Portis Opting nade re a agane rage i Define The Filter Ward provides the ability o deine my Manage The Fite Man roves By poh ciar The wers datdie n the fleeing sections se for Gers bal on Fete The tame stp apply foes snd manage erste onthe ther sractines a a toed or pols opiiaton Define Filters tle the Define New Filler option fromthe Filiera Mea bution Figure 12 1 This button i acc fom the Lia Edit and latina Pamana i ts eae To ate a nee Projet fiter cick the Define New Filter pio fom theirs Mena button displayed in the Project Definition ve tor
9. Ghent Wild The popup window in Figure 122 oppe wilt the Project ler type stay priced the one Bat was sented av We primary tractare in We List Een er Relations view that war displayet at the Bme you slated the Define Now Fler opin fom te Fikes Mena btn Click the Nest button to proceed ar liek Close Window oe the ler auras dog bor wintering wa champs The Fier Furetional Type mena provides the ability to chose the functional type ot er Projects e Structure name if you check this option yor Enterta ed te seler the ci This a dyna for seo Filters based on Structures Ate yes cikk Next in the dilg ton Figure 122 read above a ew vinde app Figure 129 The tist on the right side Available Projects vo all jst n the organization level or existing cure poro mea hry the wo fiean ka Dr ee gelet projet engin bo ice in the ler by ching We proc nae from the Available Project ot ar hon ing it to he Props in Fler To add a project nto the Project in Filter list clk the arrow pointing te igh To sd all the projects into the Project in Filter lt dik the double aro panig tothe ight The sme logic appli for removing eis from he lier Ta remove an ety fram the Project in Fer ist select its name inthe edt od chek the arrow pointing to e et Slua ao painting o beke Filters based on Attributes HE attributes are chon as the ering criteria the dialog box in Figure Taye appe
10. Optimiser Pal pj Ti prt then pled wits heed a howe tines will ba med x pute te sear aaya Tie Gal sp compen ir the prs and opin of Ea Page pti By ning rie ae ed pat ra pia cao ie BEE and Ole eed wah te SERE Repel fer Fctiation The piz san then be permed and the menace are clot can be mero frie be salto Following the project porto optimization additional analysis ix lak to lly nlman the Pano plato te ferent aries ding tic pation poem Awit with ech entry ane numberof structura rs There are 5 types ten ral integer string and date The stractural tributes ean Golan names datas dates or textual information rag lo arci try Below yu can see la of pawa structural trite Wal may eed The ist in not enmprshennive it give a itt the structural ties at may boeme Cont ie generally defined ax a real number attribute and can be etd th toll nina cot ming FTE Fa Tne Employes is genera define eier as a ml number or an integet and presents the human resources vou ede fen StatfEnd Dates are dstetype attributes 1f you deine such be hey cn expos the imo adan end date Pawan Deparment an be defied ama wing Pe abe ith ap to 20 ipower Camo anal CN Le tac be abo ch Sin a deponas ta projets belongs Rinkis generally define as a text trite with oe 4 alas and see suid kf ach per Te sc ad bys dil ma tracts influence cack ter ad may Rave an acl om cach oiher he restos abate values are pako in the Reine Vin Mast sien hr
11. Senter should he the Project Name The applton wil search for a project itl the same name ar he one to be ported and it will pate ek of cresting ew pos Alter ring the option click Nexto proceed the following tp The inal sep of the Import Wizard in display 1n thie coo Figure 10 4 the nal seting ofthe import cain ave 10 be complete gue pent Wizard Fal Step he sereen shows the Ht af pct include in the impart sain tagpi wh the abuts sete at betore hey ane imped sve Theft col ofthe table cosine eek bone yu dont want sme tne popes tobe saved check he Bonnet tan The eam coma says di ety wil be imported ae a mow pest 8 or an an existing ane tobe updated U A the btw pt ofthe emeen a template wl the import stings cn Be saves and ned ora eie Oie Finish and the sating and imported dat re saved athe import etn emde You cn find your sve import stingy in the Based en stn a the begining ot each import seo a quit the import sexton witht saying any imported ents lick the Ga but FEED tog oor ne Importing Relations Data in onder 1s import matrix data you have to be in the Helations View Ede Resters Tro the latina View click the Import Wizard buton placed onthe Aoba he tp afte cee and ar song you tn coe te le is deployed The next window Figure 108 shows you the shet you ve chowen to import ar an import Settings box gu 105 impo Ma War Mapping Abe i
12. allows changing the project or driver mame the List View ill fom aren ing be poet othe Opening tring you Oi EEE TT rae a a ogee earn Each entry has an Entry ID a Short Name and a Long Name You can e i toggle baton fn the toolbar o mh bee the Short Nam Sn Lang Nene kapay Dy dal the Lang Names ase plae ere Select an entry and use the one of the following buttons 1o perform nse Entry allows you te insert a mew entry in the same Fi Edit Mens allows you to change be entry name Gi on the Import Wizard button if you want tn impart entries in the Pani pleme seler tothe UMT Tondo Vure or detailed Epon ofthe port Wier Glick on the Save Data buton to save your changes Working with Element Views 1 you sec theft Entry option rom the Fl Mena button the element ew window wil be displayed or the nl nity Tate ab an EE be On Bergh hand side ers are several itna pone ide ton i nd to lve the Element View dialog bn New Entry has the functionality that has been described sbe Te Apply tn records the changes List View Toolbar The Lit View tr igure contin the flaring option Fee 43 Lt View Tae The Edit Mena contains the flowing optione Pt opem the ct Viae dilog EE seder Paro Show ESF 1D ESF 1D i an damay Sep eo Copy ta pwe aly out py Be ete ce tat you can pe HD an The Delete buton deletes the group of ene ie A ila
13. apang be port rae a aaa ogee earn UMT Portfolio Optimizer Concepts Te UM Puli Optimizer can perorm many functions which sre esc throughout inis pide Thi section ever enables yout ay lm youre withthe UMI methodology tt andres Tes Kaman Crow efrener ae proved mou Be chapter E paglinis The UMT Project Portfolio Management Methodology Tee UM Perfo Optimizer was concive and bs onthe post ono management methodology tht UMT kas been developing or he past een yon tore desing depth the ferent para ofthe pplication i ential hat the malong and the Gey that es HERA eft an prope wer her kalinawan tae So IR projecte ato cet cpe and vero popes fai berane ef poor orien management The cnc are qu ripe propels do ot abaya fall the sege speen ofthe company ey sre na prioritar and heir bereft and cots are no propery aaa The UMT prj prio management methodology is designed to align a rapa a peet parals wih ec be walay sod D Hi ka peel apana male cats vo ae Sn and The step below outline the UMT Prys Fuel Management MORE Buiking a Shared Vision is the fit ap ofthe process and involves entijng the Busnes Divers ofthe piz Drives ae spec actionable and measurable stectves that the organization wants ko AG Once the divers Rave been define thei ative importa k Eli wang pairwise comparison The output of the pel vie paan pamang tof drivers wih am ae ariin Developing Projects and Initiatives ithe next step ofth
14. attributes ime tt et he emt whl lly a she wil bette from the Cont ction of the Project n the Fon Bude made Sealed Overal Rik thin ia ati withthe valus ETE ab fi Ronn Bale Tey the inpertance a a certain entry for that structure a Pre or a drives obtained fer conducting a rein ayain K Bs expressed in bers BEREG oF GES or aaa NPA ot MAKA The highest umber represents EE important entry of theatre Start End Date this is We start fish date ofthe projet EI Working with the Data View in onder toe a cel double siek it and ener the desired value The Ed aloe mn be le ume type a DE you cot Di tein acl blang toa mala bangs atat Alter entering value for tbls you mast kok the Save Data button png pt ofthe sereen in Figure 51 In the case you age in doso seg il pm yu ave our change om ming the Da Data View Menu Te ae vi me i ase yi ing te es osla Fig Te mcm province amb of incl ed GE and the data yout Cat Copy Paste these are barie options that help you in editing the spreadsheet by reusing data that has alread y been entered explain the values that you have set for the attributes The options ere ET Ada View Delete ot Delete Ai Comments Setting the ow and column dimension Figure 53 the width or higit at erll can be modified in this way Enter the mei forthe el anad lest our option by AE baton Ser wing can be don in cher xcnng or dacnding ele by the
15. comer store entre it hides the vos with the structure entries pros deer Wat do nt met the Site frton creria The management of the flere made ung the Filter Wizard he proalure wil be detailed Chapter 12 The scand type Aires Filters is pail to the Data View Ga Da They er the columns by Widing the ates hat yow Stoel ne you suren and py hoe at To mees the Fes Ha isk Be tc with the sarme abel in the Data View toa Figure 54 and wil came vasile opp a fey lott from he appropriate select ben placed othe PERE the tute oe Atte ier en popup pert ll appease fier nd Apply fle and la Define New Fler rom the popup me that appear Figure s7 EIE Ed asarin with your portfolio the ome on the ight tributes empty athe beginning ie atelat Visible Select an tribute in Me Structure attributen list hen clik the arm ing othe other ist you can alsa drag and dr Ri the other a Ka mone or doublecich on the tiie To remove an attribute froen the filter select it froen the Visible attributes hu andl cick he arran pointing t de Scrub he fou em bie drag and deg the oe twit dl isk on the ati To save the fiter enter a mame nthe edit box ables Attributes fiter name ep section of the Figure 533 and then ck Save ihis dae Emmai eend Note Oniy saved itr can bo app ae a aa ogee oor ne 6 RELATIONS VIEW EDIT RELATIONS General Overview Te Relations View enables you ace th
16. oan aay Tian ii rt ah option rom the Opti Me an Te ig in Figure 730 playa Select a constraint tribute to use minimum and a masimum vase paling Bar tnt and the umber uf poini you wani o aco er inthe ap tht il be played Defauitvalues are 0 and the mai Yale for he coats be an ofthe la fr all the ma enon in the analy ad dala paa Th suber d pnts weed divides Hina ape by the tange ko cnc al es hem one ya alena Cor Alter cicking OK the fet ftir wil be genera in the ight side af She seen the same place where the optimiser me chart appears man ET Efficient Frontier EER EEEEREEN rr Each point represents a portfolio ok projects that bat meets your abah taking ito acount your cnet On the Cath mint at yl sce Dhea np played eg Can the rope The Oy tee the a port You nar ph ca cd iw a tr i ae yaa wince npn TG Hyo un the arrows at the top at the window a table wil be displayed elow the rapa gure 70 Her you ea ee desi he elects prc ak cach pin he pints me peed ot opal terials on de NG EE You on sive oe Foci eprint ung Be ams at he tp of Figure 73 and the diay yl apt or cach postion A igh click inthe table wll ape the abe in Figure 7 2 neer oen 20 enema Far attac Ba thi gue 7 2 Ee Frontier Re lk Men Psa pia To save all the portfolio results as an Ext Frm dees worksheet bo farther analyze ase thi option An Tmt aye di
17. of See als fan niger tite agate ales oan Saori eats Divergence of Opinion Chart displaye charis that show the ier Fa win comparion rel hat appear with an pat Generic Wizard Chart ans you to define charts 1 represent Ge value et joue act al sta tbls ay ake Manage Existing Charts you can use this opin ola charts that you have paman sve Botore further dicuwang the chart wizard options we shouid ft have a iek at the dierent srt types one cin ne and Ben each of them ches he data that you want ino Chart Types The window bo shuns Be died types ef ders that yo cane An yous can ver in Figure 12 there we te chat ype in otal Tach one rile Speed in ar Scatter Chart Ti Sater Chane n graphical epenentton of ta abuts ona Or NG a Yon wil ply boning in ype of chart en You wt te ere ar rar he pec ee greene Asan example you can sect gt and an the structural titer ad Dele wa cart that may look ke the one blow Othe it he fave dened the cet attribute while on the Dy i the ht ie EE four unat The papin ply ee ponai mip tl rae a a age oor ne The water char gus 112 da quick and simple way of ining EE Ee The opin tor a cater chart are defined in the final window Figure 11 4 where you can nt ue cht tiles select the O Ans de and the dus Ans om the Be ee ist Vas hice wil be dplayed in Be Ai Te bane inthe ppt Note The anc ae names are payo by al
18. of fc mwar ents perpen ao tt al of them coe be ilaan ha ied bulge Unlike the regular fry solutions which ac the numberof projets tat bet Gt be ean ose Gave the gb wla vale fora er badge the proportional saludo ae optimising and lacing the Paan Cost eter HE TE or example auch way that sl pees in the polio can be undertaken ith the se given get To proce chow the Optimize Distribution option fm the Optimizer Menu Constraint figure 721 The ren il bring up the sap hd Em gue 722 Optimise Diba Setup At the pf the cen select the constraint ta be optimize fom the at sve constrains Then in ine seeond pane chose oe af the ptione for the new solution you ane generating Gn the example in Figure an bere are no proportional luton savest n this analyn s0 oniy the atop makes serae TIP Rosa inary and proportional salansan net mpa so th pa ahe wil ot appear tho Opie iban lay ae abie Ge popotonal elon pl ot pes inthe Optinizes Ope daloy ihing Solutions Hipo FB Opinion Diablo Seting Target buget An this step Figure 7 23 the Hing that hold be nt ete Target nt dg tm he nhie The varianer of he tage cont veras hell cot of papa crap stomatal Ta along tro sections refer to the lgvithn wed to ec he cst Waluecontdependeney st the option of wing Frc et ang ithe pres making tc ott of he analyn be EE lon ty KA me Re kay eas wich can ke ined Han ore of Br nik eed wi
19. opal he atin Pa 7 bang the nt apr Em TT ON pro near aaya modal 2214809 tae mina o a aunt 18 SAL gue 77 Opm Aly Driver Kaning Lt Net tothe tabe preening the poi ders ia chot that help to beter vie te ranking ote Busines Diver Figur 75 ae Drivers 4 Pire Optimizer Analysis Dies Ranking Chart Tie bl pest hs mike Be a opi n the Previous one wth heaton ofthe Weights Mena ton Clicking it will display a mena with several options Figure 7 9 le as pan ia atan rein Blvwtino The structure entries that have priority zero will be Tiya on sme be Seta hem bom de ed de Tom S ay aa ERG Er aan and doped mm wie kya Dr weg cpl anga sed rae a a tage gee Eier able Aiwa Jou te barako a casa of avo o neve aaa wae ies gia fr Jour e Blare The meat option this mem Harare Baie from Analysis removes one by one the ene in the ha aning ih the atone Ube oe wi he awe pri and Reik e proces fr landing ones ero itna rai O Else EET droee The neat he option allow you copy the ale Pe tcp You can save either the absolute values or the atv ney by set or by entire sheet The an ation ofthis mena alas you tact he Alensions of the speed Cana With Sx iie Row Height ae a a nagana oor ne Load from Multi
20. second scion of igure 723 The ate priority is comput scoring to the graph dren on a near funtion presente sn the sigh side othe sereen Figure 720 Mag apa nana rae a a tog gee PAMAHANAHANAHAHAHAHANANAN igus Ops Ditto Compare Solutions Using the Next option val pwet wren igo 727 whe the hry scl a i alps dp th de in he able being the proportional ae which has dera values forthe Propet scons tel procs then binary one GEED Coss sie pe ee BY Moweargesie pama gue 7 28 Optimise Dahan Right Clk Mena A right ick in thin sereen wil bring up a mema Figure 729 which Sows toe apatan The it pie the option of copying and pasting into eel a eon of the data nthe ceo teenie cet rae a naa cage oor ne The thi ane allow yout save the proportional alton and it wil be available 1 you athe nex Optimize Distribution sia inthe alin The last one in the menu allows you 1o appiy the adjusted cost and forty compute here othe Binary ston el copy Bee values 10 Te Optimizer Spreadsheet T ce a tn i TH cient ones which presens the regulary sit solution and Sh proportional ones generate a ho male onthe mame raph The Efficient Frontier The fio rier shows yo the valise othe best min a projects structure entre at mle corn pos Ge erent costs can ely a wth oon i For xa
21. select the atte ype and dek Add Atribute LUNI Pot Optimizer madale There we types of attributes that cn be added list rel mge date ng and pt ririri of tr feng provid in Seal be Setting guide forthe UNT Puro Manager Alter creating the Attribute in order to see iin one ofthe UT Poncio Omar ection te Hin tgp should be to eect i the at poets ou uae in the URE Poon Opin module Complete desi about tite management is provide in she Setting und ofthe UMT Fortin Managers Modifying Attributes To modify an esting tribute select rm the ist and dok Edit The seme sereen an for creating atte yl be displayed Dut now the Tit and Type selection tists wil be abi since yow cannot modi them aoe the ibe ha bon defined Deleting Attributes To delete an stitute select i fr the iat and lick Delete A dialog bo WA pop up where you ean cmd or cnc the deletion Prerequisites In order o peo project parti anay the wing SEER are in orde to pertorm program portislio analysis Be following structures praan In order to peke application pte analysis Be flowing races esel Applications SANG gue ofthe UMT Pa Manager s UMT PORTFOLIO OPTIMIZER Views ae ween contains Be aliwin canton Ea Relation ae a a cage oor ne 4 List View EDI1 LIST List View General Overview The ListView main function ot ll prj or drivere that will be ed or te porto alpen The Lit View alo
22. ted the ones Sa are etade In et tin wl one pe se he Tie bo bek he seate hat she hoe race Were tt the solution and the fll vale ofthe solution In tor example the box over tht you weed aiment all the money 5399280 out of SONDO which represents a usage sl 753 but eel only uo 179 ut of 27 eers To cacao agies ache change Be ai eto fo ane owe of he constraints and cick Next Step again Thi way you can soe the oie solutione in varying seman The Optimizer Toolbar Figure 720 Optimizer Spreadsheet Tala The oniy two newe options that were not presented when speaking about the Optimizer May Toolbar ton IBA are te Optimize Menu The Optimizer Menu Thin menu displaya a set of options that help you to better asses the sea youu low you rn re ples as There are two Ways of entering the menur the its by righting a solution the scan ane by ing the Optimizer Menn button on the Toolbar Ben ceking maka sun you have lid a solution lor your parria iea 1 thee mo skut adek se the option il be ib ea solution advanced analysis TE Eat yoa NG sores n Soon ae rie Be Saye eins ontot sauton as Fiter Last pnts un alan Selecting Save wil save your soon for later bee ras df alg bev appear prompting you forthe name ofthe solution name il De Tw daplyed in the Optonier Open alog tale Open Exiting Sati ak he wond and Band plone Save Entries Oat af Slaion 2e Fler ll you torent
23. the eters et The UMT Pei Plame proves the ability to sca apply al ie ane ater the ter on he same tract i Tap a second iter epa the operation ko apy the ber Toa the in Thao Pe Cmts al oun ote any Ea ay si o apec tc rin ni Clear Filter Te clear one or all a the itr appli on a structure choose one of the folowing options in be Fes Meme Clear all fiters Clears al applied fiters onthe selected structre Thee operations wil o delete the fier and wil bo avaiable in the selection bo but will Simply eric Me ruta entries forthe View Filter The View Filter option in the Filters Mena allows wa only acceso the To use this option let the filet view rom the filer drop down iat nd chooet View Filter bes the mem The Preview Fiter allows you to preview the results Lhe list of the Pd ier lear to new and ck on the View baton The window sn igure 12 Ci onthe Close Window bution when you have complete your filer A APPENDIX Installation and Setup Browser Configuration UM Application sequins that bronne sting beset at their dealt core you start asing the UMT Perio Manager Application you must make mure thal somme options in your broser are st 10 he dealt an Tie allowing to won provide dfa ewe ings fr TE Aani IES pate Internet Explorer 5 x settings Tose the Internet pore Sa setings follow the net tp 1 Ont main men cick Tosisand selec fteret Options
24. the tamme meaning asin the sight Analysis They are meant to Reip pow demi winch project are mos HY iban he it angst yon mal payat fad lie iat in ove oti of cae he prot wl Eni he solution This welle you that in over 8 of the esos Ht yo fave analy he regse rest haw elec the ston Tie stor that are gente sing tis option am be saved n solons nthe current analy cckng Save solution oe by ening the pti on te Ee ert Em Other options in tic mers refer t the way solutione are played gaga oe nat and the pamily of copying sli or the tie sheet othe clipband and pate to Ese Myou want to nce ome of the procs hat have been xcladed bythe ar ae in your slong ave two opin 1 To cage the evel vao of the Cata wed tn nee your budge fhe onset wet ith Te diminish the vlae of the constraint forthe pc hat vas clad wer the co othe prope Using the lyt Ranges option you can see cay hat the value of he trai for your prof shoul be ae what ale the a vevo gain vu ca baal have for that poet fo be le ing he weights othe poe by wre computed bythe ina ick pO Ranges and the details wl be presented ina ne sereen igure Tie Ft coin fir the pers dpa the cot li a tant uod nthe ptr mao ara ther are bw camo Sir each the three groups Curent Value Poroli Value and In Value as wo attributes were in this analyte Cont and FTE The sond group Palio Values shows the value of the limit vector
25. tog ora ne Chapter 3 Settings coven the setup of structural and renal Stes that define each trate ad elton Portfolio Optimizer Views Chapter 4 Lc View ti Be ution and navigation in he ist Chapter 5 Data View deal the fmetionlity and aviation inthe ape Hiers Vo eal he tii angio in Puli Optimization 4 Analysis Chapter 7 Plo Opies Ge ppt ee Clapier R Decision Dasa document crest and analyze herent scenarios Bad em the ct the optimization alae roves an in depth deniption of Chapter 9 Tapon ES bes the application io Met ce Chapter 10 Importing Data documents how to transfer data from Miro El worksheets directly tn the LMT Paris Op Chapter 11 Chast Wizard provides a detailed deacon af the Sing action Chapter 1 Poe Option provides am explanation of how the rin ter types may bo api a the dierent i Appeal ch pad mel dee Psa and mawa tama te UME Pagal Mere INTRODUCTION This section contains tin tolaning atone Cening tanod ae a a tog earn d Overview The UMT Pork Opie sare aude provides ints lamat ub based ola wh pwera opinion ng and awang apil ring onge aayos emang men he cominaous alignment of your port wi the Rae Key Features of UMT Portfolio Optimizer The UMT Polo Cp empowers you te 1 roc and pio ho defer of yor ba klae a priority senne for each proposed projec ET against multiple constraints NO pinikit imo
26. wosld beat sep prioritization ee ee onion bones driver iy An alma method the three step optimization sen EE Banna ahy Ko mak To eatea three step optimization sena ae hat option on the esc Ar by be anand ite The the step optnzation min that Bana Poses inventor it rented ane irked nthe Organization The Adit a den he Setting fab the UMT Foto Builder Aine sep optimization consist of Pairwise comparison among Busnes Drivers the sme for pert aiat Confibation meats fall applications o Busnes Proce thin canbe done in an Optimist stp orn the roces Impact ab foreach application Save he pry vale anophimie variables ik asno Imprtance forall panas Note Conrbtion emaite o applications to Barnes Press a8 be made in terms of percentage contin in ea of Extreme rng Made Low and Nowe chore Th watse preferable cme hon appa ain Be Li nga which can abide in ben percentage choices tar improves Kru Architectural Fit EE Ft she sean other to sep Paasa poses ee it amaya alot Ehe Ann Drives in the elect Action pulldown ment arp tf an application Fredi EE the same ae he comparach of Banner vers foe roe prio patang ae AE DE Proce his an be done man Optimiser tp or in ho Architectural Fit lb Paba ra par barbs he Areal Score for al pation Optimizer Options There ame several optione tht can Be aet forthe mula cher when the beginning of he analysis we the Options button in
27. Constraints Impact piot wes In Figure 734 such a graphical pimenee am be enon te sights ofthe een x you can nic he Force IN Out Impact provide an almost 10 drop se aa tn tcl ave boen tan ig ny De nh same way the Resource contrainte have a negative impact on the hard constrain solution da not aay expect he Total Bar to be Be sum tthe other pace ot an erron bu a feature of the mathematical Soin behind piian The Dependencies Impact wil show you how uning dependencies in Your optimizer slain wil tect the ston nd how eva you KONDI the spective impact In a similar manner seeing oF SS he ded can me he sp of aero Jor The Force Iyut Impact can be further studied by cng the Details buton Th nur was uakai asie ming pac by ng out prees a wee sand anaing Gaman a The bar chart displayed Figure 738 shows the impact af each project gue P38 ight Analysts Force It Deal Right click any of the project har and a meno is splayed that low out select Aut fa ia state ble having been od ner ou Note Yon can alao eeh th pr skola tat Ace any changes you should ick Apply and a ne solution wil be Computed and displayed on the plot area nisi by a change n the poston ofthe pel tange ep eg bat ew chim The File button displays the mens Wat allows you save the har chartas horaria Be Re Constraints kpa wil tern Bow de olasan vanis displayed when clicking the Detaile button shoes De impact of each Nute
28. acct the Sort by Atribute option will display all he projec Sale onthe chart sing them in ateng or descending order The Summary Chart option takes the smallest and largest values and dike the Eier bataan o into ur pars The enaska of ala sik that al hin ac intra steno pc Bar Chart A bar chart can be usec when you want t compare vase within set or She tume ot mulsple set I yon uo nly one ae ot fr nape geur chart might ok ike cone in Figure 1 10 Ghar may be applied nme than one tute gue AN Cha Wand Chart The Bar Chart optiona canbe se in bye dialog bes The in dialog Fee aaron che cn tr The other opin fers to the grit of the tate spl und when you want to compare vals within asc ses et compar the ur af mahipo sete st pron ned t compare relative weights within ase Em Chan Wiz ar Char Setup et Seen ie a ig pa 142 yu bv the add a pataba Sna for hare spider has and ne has ya cn chon 3 you a nn ch re il TERT st lor ae several bar chats or EE ho Tipe 1 1 Chat Wi Ka Chan Setup Second cea Spider Chart ETA EE pe aly mers and you ant t compar only a ew entries apt at seven Baal nv or te enough Ep ad fo a ma one ai yur pe tart te ply even on he gph oe amp d yos shanse to tae Caa an i hse andy hp a et O The figure belowe show a Spider chart for seven prety fleeting the ser atte You cam o
29. ale Es presented inthe UMT Pov Baker manual i d Hf iiini ee 23 Pre Lit Sereen To be able ou the UMT Pol Optimise first neteet the level Within th organization or the cso portoin you want 1o evaluate Then click tne Optimizer Iink placet on EA he tp GEE wren and you wil be aie tthe UMT Porta Opis Basic Navigation in the UMT Portfolio Optimizer ep min pand Ege ci x ppl umento of the stipe nor Be hn ation ra hep gure Pela Optimise Main View The UMT Perielio Opinies provides the ability to work with ost of projet programe and applications Sy sling he ent the Entity drop down menu the appropiate mute map dpsed hie manual explains wage othe UNF Pine Opie for pest pat management In order to navigate Be diferent Features af the Optimizer ick the lied lk inthe papal resentation othe tole pled at he top ofthe sereen Figure 29 IE Tiga 25 Parol Opin Tabor he fetes versin at Be tpg of the sre and ay all you to vip Ease lft teo of the medals Ter dete wo eed RESESSIE a EE Ik or Der the data within the structure or the relationship parang EETL IE ae ing conducted art Anw the Che Wa weve alan graph and ars an be designed and displayed Bat Lon the Bere Devan where Farther amaya Ol Siento for the porto tt have bee created inthe Analyzer may conducts Tago Ende your Paris Opin eon and Takes yu oa riete yo al be tng
30. alog appears an you cam soe the daa Hel In the Enel raba selected peop at ash point are labia I gt projets that ae mot Sect ae lubed 0 Coy Effient To copy he information dec 1e the clipboard Frnt mete ed psn Es BERE EE ETE AR te nadan kaha Secondary options bere you ean sae the ile Advanced Analysis Advanced Analysis fares are available in the Optimizer Men and hey lays apply to an esting solo The thee tons provide in he mem igure 725 we Insight Sennitivity and Compute Drive Coat sach ofthe heips you to ene he sol cane a 12 rae a ana tage gee be able to provi pasa more acute daa and vice abo the palo of Ca Pe Senet ee Comets DRIE Go Piro 733 Oplan Spadhet Advan Anal Insight Analysis Tae impact of iced crane o a aust soliton x provided by Insight Analyn 1 studs the impact that Dependencies Altematives Fare I Oat Ths ii kapa mara a bec imam tna potang diferent kai pao ia ton withthe eet enter To Inad it select the solution and choose E tight Analysis trom the Advanced Analysis sens The current solas is presented ae a pnk lange Figure 734 which moves within Be ares tepenenied by the fon imes when some oral ot the impacts tht may afet them Dependencies Alternativen Fareed Out projecta Resoure boni are taken ints account ach geen mark represent ne of the lit sins Min secure ring slaan or Max vale solution Right ck ca
31. and low the tps defined 10 tmrortine Dara Tempo Data clan sows you jo gander data rm Man Excl bee N Optiniser application or ample fdas han been sent lo yu in an Es workbook you cr yor Hino arci ie Data View Note Testes mt haw a ea iy on el General Overview Data in the cup Eel format an be imported nt the UMT Portfolio Optimizer There are type of data hat canbe imported Baca atte ond ei lae 1 Relations teen structure entries and their relational The fat option vale when sing the Import fete fromthe st Vier Data Viene kph an dry an ra he wend option importing relational tribute nt Relaions View sires it you arein the elaine View and se Mat por Regardless of what type of data you want timpo Srat you have to lick he import Wizard Paton onthe rae a na tog gee The cme ray air he cto ae ferent far exch impo typ othe ll be eae separately in the folowing pages Importing Structure Entries Glick the Apoc Ward ton to go to a semen where yo aply the reed Figure TGI This can be done either by manually inputting the path to the ile or by ing the Bere opiem ani mincing the fe From the ramme sereen you may select a template to be applied tthe Ex sheet A template allows you to me import stingy that have been Eed gue 10 Inge Wise Sls Fle Glick the Newt button at the bottom af your sereen to move om yow ean fe the Import Wizard at any tme by pressing the Clon
32. ar igure 1 Fie Setup a Abts To creste an atribute er flo the steps blow Set the Attibute fom the dropdown tit AN defined EE he cen a te pi Sth Sa Date End Dat Fard Sr Date and Fad En 1 Define the snd that ae tobe met by the tbe vai in Ener a rin Be otal te id he 1 Define the Inga cert ben ta tute condition and he atte condom Ined othe next ne core than oe tabe cman te he eiers aaa for creating theatre ae detailed teow Atribute lick the Attribute dropdown menu buton and select the name of the ect arte tobe etd bythe condition Condition Click the dropdown menu button and select the Sit hl the tructura attribute mus meet forthe Proje or Competency erry he ied in the ter rede eed ery mun be ott Be est vale et the acl Numer neo Txt ah Dien The value of the sara abate fr he tested entry mut be Diferent froen the value Pati ie value cal Numer or Test vale Ga The vale ofthe saa abate fr the er teo entry mus be Geter the vlae et the acl Numeric or Date val Pan fed entry mun Lt la ml the value celi Numeric or Date alae EA mas be Groner Yan or Eaa he ale set the value oel umere or Date aloe hover tested ery mast he Lo to Eut o the ale st the value val Names ar Date bed EETL vee naten Tha cara abate mint have any defined Value Enter the test value for tening the struc
33. ar Defining new Bv wil be detailed inthe Chapter 12 Filler Wizard here wel sve quick oo at uring ters ina Relations View We wl use a anys mtrt of Drivere and Projects at an example Ta apply a EG Bar Sieh om he Relations view wolter Figure 65 and th Fer Bar n pled aura ina be ope men Aer ang ne a ln iv aa r lp cosines p Bes p a Det p Pro Paar The mend dinglayed igure 67 the same ax the one nis Ls ae Data Etat View xcept that here thr are 2 structures and each Epam inthe cn canbe med ri The aplication ota ler ona wees strate or example Dees wil a fe neste respective sacar PORTFOLIO OPTIMIZATION amp ANALYSIS The ction contains the following chapters ae a nea tog earn 7 PORTFOLIO OPTIMIZATION General Overview The Opin bp you select the pao and lca the eers that bent serve your nications ejectves Th analysis aerumnis or vel wand comainm mh as funding yal plant capacity ad aed kasta The Optimiser helpa you identity prioritizes communicate and value the deli he ppa tere thet kapo He you an The Optimizer General Overview To run an optimization analysis he relations between the Drivere and Projects arun hare a be establisis or Be pol We anatas 13 bangcondici wg At teat one structure sally Drivere is rated toil through a atomic pira relation esing a my mmere atribune such a Relative Importance wah values such n Extremely more importan
34. ar fat fo balding and solving optimization models LINDO Stems near a dager ob gal solves kare bae eae award al padin cerna pale tiene ton ror invaking producon panning tanupertaton tance pote Sllocion capital budgeting suction solving Blending scheduling PERE produa dng and more For more ilo en INDO Sten andi produce goo worn som INDEX Ed bd Chart types 137 para ere EI ber oer ER ER SA ER aaan EERS contac eee function 15t bal EE Ms eed AN rocs Paa agpang Gams ie sa eng tt TE er 8 ane kapay e c ea dd aap Ela oo So po ie Er ae a aa tog gee sce ME kag es a aa EE ee A EE EE pina EE Eta e EET EET oe EI EN EE ia Ed n maga Ec ete KABI EE EES o os ana 8 general overview 45 capri 06 unana aga alin Hans EER ES as abong balaan Bar HE er objectives priority display 57 Priorisizatian Weigh as Sor EE EMM EE EE options 106 La N EE BERE Ft Ed mal s weighs menu 359 Bonae cas ed EA EES Sa Pan baa EES EE BEL pi Er EE maman Ere many chart 183 Eer ET 7 iang oer 8 apr 06 unana gat alain v w
35. can ako be deleted by sling them for the denpo nn iat nd using the Delt ton When you finish managing the aliemativen clik the Clone bution and the Optimizer Open Dialog displayad Tie Akemsivs cam be Viewed ar nie comp amn ban aao ort 1E ie le kae sfc a peed to dfn utp prt dependent Project Dependencies Dependencies behae pcs ate defined and sayed an vale ofthe tonal serpe Dependency This functionality was prend carla n he Relations View chapter and may be wed when eating a nee heerser ap Te dee the depewiowies wen Midas tuie andthe Dennis mako Figure 723 Ne cn be eier dane By aleng the Taser Hependencien tdi buton below the Project leratves andi EE lading the Projet rajece mae RelationyPeojecis Project fom the Optimizer tke Figure 23 A fier may be wed to efine the It of pact ocala Then the UNAT Ponto Optininer wil load the Heaton view for he stature ht mae though te atte EER gue 3 Pj Dependencies N Alter apting te rations bbw prc save your data and one Pawis Open Existing Analysis You may want to open an lead ting slut rather than creating ame ot your mwen Ta do tha slot Open Existing Solution OP Iro the Dranse Open Dial ie rem aai by alt hey le Ge operas madl Hee cs The sereen that is played Figure 74 presents several options EER EE gen In der ona an entire aalas it andl lick Laad you want to load the anys lone it
36. ch mart ply a er that provide ther ermat gue fey stow acto gaas compar seins B compare sunora TE The hied iem inthe mena denis Be pao ofthe ston Gn he raph Choosing the second one FB Shaw Solution Details brings up a E rere re 7 wa tore dad vr of te onion fee he Eie bla forte Manin vlae sition TE mes Fee P3 ight Anayak Saluton Dean Rig lick the rd to dipa a me tha ahas yes ko tte een by thar ID or Ey their Name ort copy a selection ofthe ges the hie gp kci and ca pa he bie an El woo Then on ie ti eae me Cup stan EER EE hede ga ont Cl oe pe Een age 7 rae a aa ogee ocean Pan 7 night Anata Compare Salaten The ents colored with a green band have Ben needed in more than the thf th ots ao are poets tare viable unde inst Spent The yellow band shows pros that has teen ptf more thane hind af the sation ton than to tr The ropes cle with fel band sre pret in lve tam vae thd ote ction Te same Si oh rm te oe fe ean Da accor you ein the Optimizer Anat iio the alt he onion that could have Been obtained by uing only the hard Gaan most generally the bade Bas the Cont coma rae a aa tog gee Each of the deviations fom the optimal vale cust ony rith the laf mas te shown in the Da chat representations n the
37. ch you or atleast ane ey The type of tite iit content with the value fing import le the Pas worksheet has real umes and the Ponfolia Optimizer expects tex ste Theimported values tof the ati definition ange The teat eal of the entry doer se atch wat Pas Opti i expecting n the enue inthe Exc lat i sal ut Parti Optimizer expects ns eno Wh Tipan 107 impr Maia Wizard nl Step The sereen displayed in the at step of the import sen Figure 107 provide a dear picture of the import scion and los several Jasa p it Be impor sion itt saving any imped ee sk ou can sv the ipon pects o ee done by be brat tte EE aira baa emp man tht save your change and close the import session 11 chart wizaro General Overview The Chart Wizard helps you creste graphe that will enable you to Sinalo the relations between scent structures the atta ahon and thi values a wal ab more advanced analysis much as ld ring You can open the Chat Wizard by using the Chart View ln inthe toolbar the topo the seven Thi wll ope he dal in igre 11 1 rae a a tog orate aa have ok tach te char wan options presente here By using the Trend chart option you can define and display ha representing the value ot a projec tite nme Each prt be Be or mses md Gap pris con be Feed Bash pred any dla a ed erate os Stes revert all char pene thi open Aggregated chat alos you to define and display chars
38. dest ie thin cpl ying he opin yu can od a den atin te aoe in your analysis trom the ees yon have ved elie inthe Relations view ung other et of he value the mati Got Oase ja h Strongly Mare Important ls Allows you 1o save the matrix displayed here by Ba Singa non sation stb be ac or amang avery ene aasa Allows you change the shing ofthe analysis Stars the Chart Wizard where you can generate aa lee graph and char wh cn elp you in Ean the decison making procs of campieag the Importance mati ae a a tog oor The chat prscling the prone of Be aa atc can be idin or ade lef fhe rd mx Sep of the aralin wall bo dima a8 o ics have been computed yet When the chart Sl the tel on Bo butten e Hide Chart ing thie section ist you ean adjust the size ot the ie io ange fren ER ap to 20 Yo can oc he opin ne It anad i ENE EE Ac filing in all the alai the matrix cick Be New Step buton om he tol and cl take you to We lowing step nthe proven Note co the mate compet Bed iey it ie aten ai te Save Moes egter This will make teresa ih mate data ease Business Drivers Weights Display The next tp shows you the weights calculate for each entry cach rneer te lative adod compared fe othr ere aana tbe vals foal structs eres lay Uo 108 They are sorted rom the most important tothe eat with the entry at the
39. e Haas albu that ae bang wed 1 Be te th he pie ct rei a Be Pt We will cun sach of them separately The ll ae ofthe ial screen looks snr to Figure BA elo te sna up of ever ome jet it hi is the Hin ot projects in the postiin a defined by the ste a ou ave en nearer oe gt Project status yo cn deride here whether the prc in the structure al be Gio e garan EE AA have been iced he General Overview subchapter Arnie columns thee memos show the values ofthe sacar Meus that yo have chor The values are madi only Below the lum tie containing theatres names you wil ee the relevant Ere Soda columns for sch ofthe lies that you have checked for Se a separate soluma e displayed Your projet can either De in the solution oro atthe sation Tie projet pet ton al ete cat be atl sang ar ABRA Ja chek the projet brader i The right hand side panet is wed for charts and graphical displaya tb pel d a br EE rl onl ee 1 Allocation Cha tak where the pie charts are displayed Strategy Radar tab which displays a chart similar tn the int Fra nie Opiania The Allocation Chart tab Figure B9 displays in separate pie charts the Cont of esch of your subsets f proste as determine by he agarang ten Ta md the aari atte click the ci an elec iam droe la checked o Be weed in one ofthe previous steps ofthe eene Figure Ka ag aco
40. e buta The Hu etes wll sw pang spt rae a aa RE oar ne Nate The ap aso pre ho al wera you hae selected lo he po Here you should choose the specifie ros or group cl yu want to import fy ran to ipo the ene doemen select ali cla he selection made the same way as ina Mr Erer worksheet Ed Below the Ex workahet a radio futon allows yn to choose ifthe it et header row or aot H Auto mutch tener the ours clam Sul Dotnaton atte wil be automatically mapped the clam ading and abe ei eas The Separator sli il allow rk the Enel emer Then at the tom part ot Be sereen the columan in the ene ile have to be mapped against the existing attributes in the por Th done par 1 First the checkbox next to each erken tht has to be imported ra be mael Gedi nide in Figure 103 in order for atan Diere Then in the second column Dexination Attribute cach chad cote kt be mapped agin on of the aie in he dropdown lat and the value fm the eee fe vl be Emporia the vale forthe tte rae a naa cage oor ne Yow ac tha the moment you se hoe owe the npo ange and he Import sheet il be coped by dela Aer periorming ese DEERE Ee a Been te tig te Ne Ya ca le go bka st by nag Bak x Be inper eon by When importing data you may want to add new dats or overwrite Bing data The screen posed n Figure 103 alls you to ae th Sn yo want apts tet nd te For example d you want to upto exiting post dat then the
41. e proces This mep capture the projeets initiatives under consideration bythe Srganzaton N ince undering ach inate recognizing Spee a ting ine ei ot nies ch Developing impact definitions and prioritizing the portfolio af projects ee aga he ampao bets Thin done to determine the project s impact to the drive bo define a priorita it of project tates MA AA ops Pd sep cated wih dee cosa aed T The must do initiatives are pj hat wil be fren Be sltion Wian management comidrs tht thee ae pag hat wll be ane pee alaman An ample could be developing an accounting na or improving the isng insae Even though tee Foes could have a high cont ands lw ala tyson be cored thease development or ean aves hh ae The Portfolio Scheduling an the Portfolio Tracking proses complete the projet panalo management methodology Gree the optimal pono of procs has been tented the next step to schedule these Props ata the tt Dun vale while meting obligations he must do projet This accomplished using the UM Porto Par The Portfolio Tracking sep involves the ongoing monitoring of he cto mates and tection of proposed ew taro The Portfolio Dashboard component of UMT support ep Overview of the UMT Framework Botore doening the framework in dep we shold take a ioner look at he procesa ma med in using U IT Perde Optimizer and how they elt tote methodology step desced show The fist sep of the proses involves defining ue Pio
42. e relationships between ences View where Jon populate te lation sit to beat decree the Meders el errie The number of own and columns depende on tow any ene there are ine structures you fave selected Te view i nied oa mai of Ed Pe ed String wi be third column yow can ae Be ere frm he second ocr ID inthe top rov ame he cdo ETE a antec ration which is a ag betwen a Kot paky Gatien Do and ge fry in the samo structure athe Business Drive In pact ti DE ef maian i iy pien tied eer fora Detreert Daivers ton th a Relative Importance stitute 1o define 1 or 0n a Profeet jee maan sha Dependency relational sue in Figure 6 a symmetrie mutes dosing 2 Devernte Driven lation a puerto An you cam se nich a mae in define oy bythe Sembee aaa Thi cause a relation been an ety and bel cannot be defined Ba ae the el the matn agen Alo he ration between two ae a a tog gee it oti as a cel bo te al and oe Since thea lations are the ere sk he values ab he digers faye gees more important above the diagonal the mon oxen los important in ie cormapening cell blow the dagan Gere len te ain ago ae not eae As showen in the folowing figure sytem matris expreses the eatin ln tha entty en rn ra ad the ety onthe clan oe Th pe ns hl had dy in ty gi gue Heaton View tetany Systeme Mats A von arie matriz decries the ration Bohnen fo entries that eg leet structs Such a matrix can be sen for examp
43. een ral for your Status abe aani of whether as eats ove bee ented te od Kyo hayes lang of poet i Fee Er et on tt ES EI serv that you have crested Yon will ind tin the Ft page of yr stp wad This tion Closes he Dashboard No menage daing aged on be ree ware your sero ort aasa rae a ana RE gee Unumes The ection contains the following chapters imporing Data stain Optimization ae a nea tog earn 9 EXPORTING DATA nhi chapter ya wl earn how 1 export your data tram the Pr AE You can save your data awa Mar Ex Wir ome The Relations View The UMT Optimizer analyzer i pa pt prom applies lp wd the saan General Data Export First you have to click the Fle Menu buto igre 91 ae a a cage oor ne la aa E pago sr Na Par sies le seer en es El save an ib men dig A atning boe wet ee ete har De Choose Mica Eas Nora 2 yu want to export tt Eed or Sa Page fel yo wan be data med in Be HTML format Th mend eighty dio inthe Optimizer An Optiizer ge may nisin Her in ado to a pes or mar Oreo an med skp is send By mating de Rl Mens the Opt you wl be presented with we options Th it option i degesdes an the ype of page yo ae iy ter a palabok pape The sod mema epics aways Chat Ke macht ployed on that pope m GB 5 PEN la os p EE ED Slot the option that best mees your ae
44. enti column or by the nln fells chaen To rearrange the entries yo ID nl Clear Saming om he ame mon Data View Toolbar The Data View tour provide set of options that ae very fal when oring wits Be Data View gure Ea Ea gure Dua View ese Th ar csi the flowing options Kana sprees table rm 35 te 2 Ox yo can Por Seow t ee thea inthe ren The ten sche Inet ner the Zoom eect maal OE Es Verde nb hak The kapo Waar buton allows you bo import daanan cd malabo This option wil be me presented in Chaps 10 porting Dat Hm TEE ET Bua View lid maling ny ggl CA oe End Es EI The Formula Bar ing the Formula Br Figure 5 allows you to make cllatdons in our spreadsheet cla uning four basie fee wage ect ego vie of Min and Max ntn th mince omit vali nthe Teaco thee operations dk th thin the Sede tba gue 53 Dua View Formula Bar Select the ells where the ermal will be applied but make sue your let does tak mt more than one sla as ese ape are Mind mangaral att Wi be play To apply the result asl Be spreadsheet eect it Suck Apply Result Those formalas can only be appli on wala integer atributos They Wil nt eine anything for other tract ait typ date or ias Spent The Filters Bar ee ae es fies htc ee the Ben View The int fy Scare Files
45. es her that were ected aher the optimization Fes wan condi Note dhe al De he Load priorities from saatin api los he otic oes perio rer pir rei The Cammit Scenario option is uod to synchronize Bundam props incladod in the soliton wil osse be md t the werk sep or Ek arm The ed gen in te oe DB ei rte wil fe pei portly kr ne ope ae a a ogee gee Nite en te an speel oe tout tthe wine ya bet EER ES SA baa KI By sting Show Fore lae Sion willbe Unplayed oe few i NG tt tn hve tine os ie groin charge md Ge piel wil done Fi inte ener the saktan roon means that the etry ds for in andit will Be included in the ne slain steal Re meant wili be osse automatically You can force in or out as many projects an you Note Tha wl aakit be already cpt The next options in this menus alo you tn nad the ree in out state of the entries om 3 solution hat fw sendy ben pros Ee bute am they can bo be saved an a special Strata abut and wil appear in the Data he a aaa tog gee Yo can ako ore owt your nti by ngi Sony fre to fee ont fom teen a ee Bik pein ny woke a mayan Er The moa open EDE mom E Tee eee et eae A Bigaan apie SEEN tart bien BA trend The ft option FA coma allows yo to ing coined hon Singh i Sn oo MT TERRE BOERE le rn l Lane rom Set ese be consi tition The thin apo ets you ond heres oe imod an emersit for y
46. g a be dre ether ing king nl forthe ume or tor herve structure AAS yn fave ihe option ol sorang yl his type d sering dees va cam srt ling evan ands yon am Ha sh ch oe atan kaya cr deve Cay Anahaw Jou tt some pops hare wo kaya or Ke Dr d Nate Tiie type at sorting wel pup ge Be cs eth silar mp a al pint er rk a The Relations View Toolbar The Relations View toolbar Figure 65 gives the poele of suing aata operations ead blow EF Af se NONE EG Figure 65 Heaton View Tear Tee slae conn the flowing option EI o a LET er Pane ep ed le smoro eel worksheet print i or send t yma Vou can ah Datarea aa aa sd red nero Swap Mat aam tapers the sab Fo ample i the entre Mm the Profesie TAN coon ad ents Gy da Driver structure are displayed in ows ck the rap mal buen to sich thie poston by ng ie Prefs ents ro art Deve ia he Fes Bar displaye the filer bar from where sow can choose the lers you want to apply oe ou an define nee ite for the structure oag hee Wad Soe Ci Wa The Import Wizard ton allows you 1 import daa fem on Eed wels Tie va le Fa cos idea Ce TO Tapang Hm Basan be sav by king We Save buto You can et Relations View without malang any change by clicking the Clone button However you SAI be prompt save if you have made tay Sanges o yot wok The Filter B
47. ggregated Chart option nthe setup screen o begin Figure Te Ater dieng Ned you Wil me the Aggregate Chart Setup Window Figure 1123 You ran select display inthe chart Drivers o jc The Aggregtod ast al ing or el type tribute inthe trate il ke displayed mor an one may Be chon The Aprepsingatibates all text ype tates frome the strate wl tested bt ony one hm nay be hese The Aggrepating Function can be selected rom a combo mens te cone the pean ated above si AR am Am igre Can Wi Agape Chan Sep Glick No ater making your choices The dios that flow are mma tor ali charts and pede the le slit Type skn EA re Ace pressing Finish on the st tage yo will have an aggregated chart ia tothe nef Pagan 1 23 ach oor ofthe pe nap one of OR atu ora ris value he values shown fede the actors ar the tale the agri Mirai vie al otf projet Divergence of Opinion Charts Thin ere kes Bin acct de die prin compile at sey cin won an magshow Th akap bawe ers fn driver or between divers and projects may be evaluated by Bice gpa delivering eller Ee The Divergence of Opinion char shows where thee diferencos eit der the pans are Ader during the Ding of pino pti in th acta west Figure Til elect the attributes you want to use by clicking the appropria ches nthe net screen preted igre There are seven er pen tha yo canon thn age Yow ean chasas vind er enw your cay ting pe Yo
48. gital coron ilaan inc Ghent EE ETE EA Vital Bone Proje should bo enabled dnd by etl Meek Prox negation TESE the Micon Projet Chet setae ust be installed 21M er higher ERA MS Pret far import espor Developmant Testing Staging Environments See Application Fata Speciation above Network amp Communications Requirements Glen PC must have Intranet Internet connectivity over corporate LAN Poo Manager otras sto may ir connect External busines applicatione that the UM Polio Manager learnt may be importing gereg data rom on periodic Integration with other Applications The UNH Tool Manager anesthe in erp a can Dawes Manageme made Th index bechiaen ies Te document storage folder shouldbe sponte Arlan ore ag Fj Severin mor ora inten the to applicatione Te NS Post Seve repre an array one work with UN Porte Manager a PDSenender le must exist on the server do Alao i works with enurce datas an Aryan Sores meet eres at sta impor ser using an MS Ola Cube ora linked ME SOL Server Sime both types ot anihentcatan are supper Window er ae based there is poet application program or organization TOC LINDO Systems Inc UMT Polo Manager incorporates LINDO APLO 2001200 by LINDO Stem Ine All phe ere seo te complete coverage of problem npes reliability and speed ae have made LADO Syra a ling spp of softw
49. gure 2 A dialog aaar m one in igus wl appear ae a nea tog oar ne EER oo 7 VM Tak Deion Dashboard Soap Aid ra el eras opr Yo ca its dache to et neat nae cena make changes or creste a new sce Glick New to create a new seni The dialog in Figure 2 displayed Sco Be atone you want we by ding wer ece By seeeting a oon in the respertive meng you will enaure that the aj youl be ening am Ede Ge ma Furthermore it an etry ix not in the Base solution it wil not be showen inthe it nthe al pap Une the Ned bution to reed tthe next atep mg yy ui spying fer checking the box next tnit inthe at in gee 63 The fers are of couse thoe previously defined for the respective WAR the mamasa map TEE Vou can select the structural trie that you want to have played in he next menu Thi can he dane by checking the radio butions for the You can decide to use either vahie fom the structure as defined in the Data View or trom the selon in case you have madi some of the ats we working wh the Optimizer Chome the number o decimala you with to ue By default hi wil be Use Nex ar making your aeta gue 8 Deion Dead Selec alta Sing Yau can chowme to initially srt your list of projects either by the pcs Tees oto a tet tt yous id inthe pou step This do
50. he prov op he values the stn ena ae loaded rom the Data View at the baton of each clan he eae ae cpe wing he valar bem ra ma pure 78 Opinio Spender rae a a ogee oar ne In the ight part af he crocs cater chr showing the poets hat are deed in the current aata The primary snort Cont in ts example wil be displayed onthe sew the Vale iyo he props on the Oy axia emo Be gal DE sind each ngan the et arn open 2 po Working with a Solution Set contain by Bose clicking the call and entering he die vlae ets say your primary suntan is the Cont of the projets In our eae ht en 7 250 Bat you have a Budget oy 3 00 To mee tenet of projec that provade te mon value given the money constraint ype the 500 000 value in the Limit vertar cl for Cant and eck Next Step The solution wil be displayed an atonal column inthe same sin Ta Onl Spe ST he a naa tog gee The solution columan he next one atter the constraints to the right Figure 7 19 shows you which projects you should implement 10 best me the ret ofa The entries pets that are in the current salt are markas weith a een check mark the ones Vat do no enter the salaton are rman Situation In our example you have an NOI benefit om your mci ag o pn ala a op idi Tir tiagles representing the aps inthe mater cha igan 7 0 wil change thi cla fam br fo gree
51. however you may EE Bubble Chart Bie chart can ei when you an ap ntin Ba whic the four onc ite babe alr T A straight example of haw bubble chat can be uefa is by elec Cont Priority Batas and Sealed Overall Rink as the oral The Cont and Priority abuts will be agreed en the De and pais Grin te sentier hat aapi The Bka strat wl be ne fr the The fine baw shows a aas wee Te buble chart has all he advantages ofthe cater char with the Med ale of representing additional Gas atten the chat igan 13 Chat Wana Chat The opine fr ule chart can be wen n Figure 14 ban Inthe rele mca yw can co de artes that You want tase for ea tbe hrs characterise The cats ile and las Bles are similar to the options decid shove fora seater chart Additionally you can choose 1 represent Four asl ey a Pie Chart ets suppose that you have a total cnt of your poi of projects and Sou wan se how mack a single profet cay a compre To Pour ic Apc py pa pe he a aaa ogee gee Pi The ie due dig apos ae set nto sg bones In Be Br oe DERE EE loons your hart he be exploded into segments and tum Leader Lines on In the mond ag bes Figure 11 you can come Be tite hat you tat to we for yur pe shart and whether to display the legend or Yon pe i cha te te hat es doce
52. ights Display The screen in Figure 7 15 dipa tho ta res amaze withthe mde Ps makaraan Notes On he a chart rapt dep hen ae a a ogee gee Frere lu TT Projec Ranking Tie opto ac ch kaliwa pi pm ht iing he Bunions ee Bly Delay enir ith hap Citing Not spin wil display the Weight Validation dialog Figure ga thre are any projet with the weighs prats oil O This check ix done stomatal by default i can be deactivated rae a a nago earn To lave the ere wi sem weight in your analyst ch OK To Pan mag a pn ae ul cone red Then lek OK and the pp wha red ark lt Optimization Constraints Aber removing the eric that give yo no fit ie pry is hen the entry as no impact on he company eas theron should fn be at inthe analysis a poet mandates by reasons ther than Sos fet ral or ey purposes he oan 10 he slog that displayed contin We lists Figure TAT The one or he el ie ith th me le eg sacl tis ng a ee eg We lo thee and un Be rows el in he oe on the gh E apr are o ta anag Toti tc Optimizer Solution The next sven chapiga slaton computed a part ofthe analy tie Fall ho Optimize Spreadsheet ur 78 The fet column shows the identifiers of the entries in the projects strate fe TD of sach sela entry The neat slum shes the fame ofeach entry aie by the lela weights ie Erge Soy our aa soi nthe rvs te fren and then by the columns showing the onan that were para nt
53. le on Projet to Drivers eatin than pact mana atribute As yo can sr from Figure 6 essen mat all of the values ca be completed Systemie maries eg Deriver pairwise comparen Project pendens tma pr organisation wheres non tye mts eg Prope ree ipae en red We cco re The Pest to Driver impact matrix is inked to the UMT Potato ade Stati pact ab ae a ance tog oar ne EE Era BAGAC BEE et gus Kean Vow Etang Nan ei Mati Tm in empl Be entry on the ruw eene Database Migration has 2 Strong impart on Ve try anib con structure Reda delivery ae a nea ogee orate Working with the Relations View The Relations Menu As discussed the Relations View is used io men vale far the nba deusling relation tween eri To ener daa n the HA ed die Tight a coll open a ment that allows you to perform baric operons suck a adding viewing r deleting comment a copy and paresis gue 63 Boats View she slk Menu Cut Copy Paste these are basic options that heip you in scene preset ying ae a anay tr Seen or explain the values tht you have ne for the iayon The options here ane Add View Delee or Delete All Setting the ow and column dimension the wth or height of tale be mae eng tin pt Enter emerson for he ll and let your op by choosing the appropriate radio futon n We dog ton Figure 64 which displayed when elaring ome ofthe bo options Si tin
54. lin aao ad cant types aha bud or Cao A description of the dependences between pes if any The Spaen shouldbe dine the Paga Hd Dawn ttr an flows fr each pair cf projets N thee in andang e eko gee laks Ju ne entry ded the other entry is net For mpl wo ems are Corina Cea sed Energy venus Convert to Meme Energy hoy may bemutally hane ende The calm em depends onthe row Rem The em lam Coe be cad te es n the row not included rae a a ogee Tata Danish The row item depends on the column item The Ben they ret ae be Rene Bican ot ied Tae tans are mutual ede Nether of the fev can be nde hoe They ar ether bod toed or both elas There eno connection dependency baho the ae a a cage oor ne Using the Optimizer To run an optimization anay use the Optimizer link on the Portion BE Aya nk the UMT op Opt a ees Optimizer Open Dialog The seen presents two options creating a new analysis or opening an already eung one Each option can be aeree by ching the prone Eire Create New Analysis Selecting the Creste New Analysis tab displays the Optimizer Open Dialog Figure 7 1 section You san choose the mla aiba that AR Geel fe te plication pa nad te ites appl om each he lst eplaye contin the to sutures Drivers and Projet New oker an ig mat tht vuns voor nev rom the drop down I i the one displayed lat the ome you ast se 1 yo
55. lt he tan and choose Ed AA ATA LALA Palaka The chart displayed is the same Optimizer Senter Chart where the alina ere mapa on an Ya wila hn mtr on eS rand hese pi onthe Vai File Menu option are available for bo the Spreadaet an the Chart sty outer pt em ord eb oo am cm TT One ot the mot important ates that is provided by sey aan Sabi ay wp me i opto pd You can ind youre in a situation where you decide tn give a project a higher evel o importano To do this you would generally have to rana completly new ana However by using ty analysts yow Hey modiy We weight of the desired erary The am aoa age je ca sles spre He lukas yu have tained by aliping the eights wits Une gia siel cra wang YE Optimize To do this ick the Drivere or Projecte ton depending on which structure you want to may the weights sf and use the scales 10 Se vu he poe dered peso dren gure TAN he follwing example ses the Projet tract bt the ig displayed mia tor both strate EA gue 71 Senay Anya St Wel can ao lo the wh of ac act Paano en ha you ont oe Alter changing the weights lk Ok and a nee solution bs generated I tril he doplayed se an aira clan near te orginal soto tat tra loaded The clu iplying the prints ste mater car or Se ph beret te ced on chan esl i voa Note The way you can cme the nlf hanging tien pe rn cn your plo by leking at see The md yellow ac green kanda have
56. n in the Chat Wizard Setup sesen igan 11 1 and wa the Nent stom a proceed tthe eat pra ge Trend chars can be generated both on duet abut the Spreadsheet radio buton has fo bo mko and lation iiba Gare hos be selected Inthe current version of the UMT Parol Optimizer only the Spreadeheet ones are avaiable The nex thing do isto elt he ac atria foe in thin as PPro for 2002 2005 wd 200 ae wed for Drivers enca Then she the Neat option and you are gud t the Flere Selection page urn wal ord Alter the fers the following step as you to chose the type of chart So wan operate Figure Da Spe ant ine hat raval Uae next an the cee in Figure 1120 payed A i thi sereen Figure 1 20 the type of tea that wil be compute and displayed pas 1o be sec together wih the extrapolation para The pete bones are pe tins tor eaeh ch type Tey hane Glick Finish to dry voor trend chart Figure 11 21 The Wese points en Se wap he oh sey te om ANE presents the en forte ext ee vale pony forte allowing thee yer EN sal ed al fir Er Aggregated Charts An aggregated chart wil display grey soles of an lege al ute ame as an agen er ae ean yar Has wl group Your tabi opr acing fe the alae ofo ext Harare and them apply an agp eo um Serge mah min count standard deviation varians or median to Se Loving manggang est ae Select the A
57. n the ays the als ateach project han Vas kae tro Hika bors Hat yu can un te act Your des cat pa nthe intone igure 1 18 yo con cho os your dala ponte t when your that ales are represented as straight es ares an ty when the value Fra project iab marke om 1 flo when de area covers onthe cle nclored he a aaa ogee gee Line Chart A tine chart is generally cd when yo want ae the trend of oe or ore daa mta By daing ie cat you wil oo lat at DEEG krenk ppa ian cml i 6v ec i dt Wee poner higher ones in the righthand ae the chart You have two dialog pages that you can usto set your line chart optiona Han pd hh ar ad mier ct oe 1n the fat dialog page Figure 11 17 you have an addons option Masta ah yo pay er dt ito te 1 his oso bet a the gah wl show yo om Sos Wie Line Chan Soap er Th hat tl play legend a data sre all be completed inthe second dialog pe Figure 18 Using Chart Wizard Tae section below will deere exch ofthe avaiable chart witard options This wll nlade creating an aggregated har a well an standard chart Bere pe ae Trend Charts Aves chart can be very wall hm you want to ee the evolution an ae fora ape AE projet over a par a Note For sump wracking Fee cont aver a time ped ar wracking the In onde to un thi select the Trend Chit optio
58. ne nthe ren pads m Fie 83 Ging Net wil ting up the Pie Chart Setup serren Figure poong rae a aaye gee n the meat mena yon can choose the aggregated and ERA tetas ge los hve aay see Jour aged However you may want to Chee to une oniy sme of them further n Hai Tan an AS nr The Allocation by attributes is the agregati tutes that you slot rom the sext EI your poe The Status bate heck by default and has ob ned Ne ate sing he gpd and aging ae he attributes you choose in the comba menu on this pape Figure B7 Wil med wb ceting the pe ore ad he pari radar chart Note Yan hone hate at yu want to nio pow lus These wil be the dell attributes However in the firal siepe you ean huge he rg or he gar a our pn The Portfolio Radar Chart represents the solutions postions on a 2 Batanes dan repning layad m pos om pa or Strategy Herer you van at e integer or real abuos hat yu want fase meter anina Most ohen you would use Cont ox Conttype atribute an dapat or eatin which wl be represented onthe Os tis ania weight fete ia on strategy represented an the an pia aaa ed ar vlae ka Cost tk allan Fe Ce pnts amar comp he ecient ne Glick Fina er making your choices and he Deriion Dashboard view displayed The Decision Dashboard sereen is divided into 2 panete One wih the solitons in the porto Be prety and th
59. neces for farther amang pertain of ection tht bare teen cated the Optimizer Once yon have decided on the optimal polio af projects you cn me Decision Dashboard to decide ic o these projects yo should star ad be tha ou well nat be taplametin For this a tot type af atribute has been define Status Besides thi the Decision Dashboard allones you to reste severa pie chars that et yo we die beg pe cots Let ut amame for example that you want 19 see howe the costo your projet ar divided among diinan or among mak actor You tes You can choose Division as an aggregating BE Cost as an meel ae and ve on the pe cot kr the Ck uie Ba Key Concepts Here ar nare cpa evil te opening vale FEED toga gee Agyi tribute thew are text type abot that group the TEE fm or AA aak the wps state one mgpa tito ould be Division with the fling values Marketing nance TE you we ruc an abate san aggregating tribute you wal Bae your poets ende kan Aggie abe thew are nege or al type atts tha fst fn ech yous procs ca Te obese cleat bso te am dee poet ago Status the ttt tibo detrnines ics pct ener the sum lets Gat re peared fe ces the WE Cain The saan Sue ca ake fur owe vals Ge A projet ith Ge stats ina definite malason MEN bs cluded ie aklat ET EEE E RI nd Tai Aj on Ha cc kom Be care Bian bt gn there a pn ps Re a e Creating a Scenario Glick the Select futon on the Optimizer toolbar Fi
60. nt you meth Relational Atte for which the vale will be inetd and den select he data cane ro ha Ese work othe Set panel on he sereen as shown in Pare 105 The Import range and Import shet valies n the bottom view will be populated meniny EA Nene sso pane choot the kay or he eii Type thi may be the Short Name o the er thie Names or ID For example nfs sume yu via the Short Name pon Ser the diver Stor Name colon fom Your Ea warts shown the op a the dog boxs and he prope Short Name rn abo for your Exe wla The kot enon cannot cones shot ths aa ea the Next futon il be dsb ual the required information ented The ate Jo kampon canbe we tcl dupaninan ta petaen Your Prt ln mat ut loaded when ou started the Import session he you should chek Trove fhe mates present the dead the pet ever ander ham the one you hove fn he MatriRelton View Yau have one mere option Show empty ell You will messe swearing tout the ft that seme cole ate emp and bow many value cl tree mori igure 104 gun 06 por Marix Waard apat Cek Nest to bring up the sation sereen ped if thene are any roe ih the irs Ino the bepa Wizard wal not dai iE E Caprara o ts anag Toti ine A valar can he rejected er Be following reason The key cannot be found in the database In this cane the entire skree he my lte mp Both hays Be ene on the cla and Be ane om the row eko a ati gon te om You ca import nl hone values for whi
61. our analyn When oming ty Walog box i preserie and you Should chowe the abe ering in sind the hie tat are reed there The floes fr the rae a ana tage oor ne KEER ou tener dien vats than the ones ide They wl be o hen cmt te The fourth option in this area tinge wp the Optimize Distribution module where more Eerder ord rl presented balay 1 you want the changed data to be aya yo al Yon fine Ed So Ril EE Sang ee las by cigs ade The lat option in thie men ix calles Canara Validation 1 you nee i the application will Spy a vesels taling you i here se any ol lus for any ofthe contin toed im your Elri Newt im the mena the way the solutions are aplaya th in o apad and the sai Sant shang Ta da ts se te Eer M the firt option in this mon is selected the entries at haye been chosen aa part ofthe solution alter the apiniation paote il ke bg The Es in 1 ae a a nago oor ne ct neus gan man Bt pm a REED Selecting provide the flowing men IB movies The he eo option allow you 1o copy a selection Han te reenact ow tt ordine sies to the bond and poe then into an Exel east ry a at the Eara Optimize Distribution Thi ston of the Portfolia Optimizer is wed to create Proportional Seluiene Thee skating ier trove tie Tagal oes Uk can Be generated in the other modules Optimizer Spreadsheet Sensitivity ga by te fc that they are computed wih he gal fren the Sat
62. ple Attributes N rm Matite Ae oe eign hr no tro i at os a ETIESE in is Peete swig Ee nthe Git eto th appears ga 7 10 yc ec hich be wil be el fr cp be REDE gure 70 La om Male Aha Sela Atle An example of the mens ofthis option is the flowing you may Santo combine sts of Objectivos Benefit rat that have been hin at diferent moments im time or by diferent parent or psi con willbe played e71 x EET ee Aa oo ae gute kad om Mall Atha Bee Wagas sting the was fo each state ht compo the grep ier ne 7 11 Hek Nest and he pice fa tru inthe Th net sete Figure 7 13 promt the Hist of Aggregated Frinton at were apu rng te ered atten he a noe tog oor ne gue 7 13 La rom Maple Autes Aggregate Protes Glick Fini to apply them to your amat you peant to save the settings he weight of each atribute use the Save Template pion and hy wl salle for jour net anal The Impact Matrix rom the Optimizer Matrix Tonbar clicking Next wil tske you oa page vier the mund mat ocd sho he pac of hc Pj on Tee Driven hie mattis isnot a apse ane me was the cate withthe fis ane ibang the Der to Drier naive hd wed nian ay ae a ana tog ora Papua F6 Ople Analyste Piece Mae The options on the ter ar the same ain the cate of the fit Terre mats DovenyDevers Mae a a N Rd Projects We
63. ructures when creating your anal Choon the constraint ait is be used as cot yo can o camp he resources cot By selecting FTE and whic projects seul Be inchados nly the ones aray in the solution oral the project in your After clicking OK the sereen shows a bar chart witi two bars for each try gun TAS ne ofthe pena the aie fh ve and the th ie pnay Note ig Be Chat Mens opo vas can save Be aral asan Kok osc the atl Divas cote fig ae the eco ta inthis ace Inked Data Figure 7 40 igure TR Divo Cm Data ET namen The thie column presents the clelated Cost note values whe the next one presents the Relative Cons orca ny hint el shoe the pores huts Be valle for lak analysis ing the Save buton Anather opton om ths ren is Copy vale whe tng the bt ar by mabel allows you tcp a selections or he entire grid to pita and ante hm a TA waa Using the Optimizer for Application Portfolios Tae UMT Forti Optimizer modules so ud o manage portion SE Appleton The Opie Sep lined above ae unt lede Seth forthe Bune portance od for he ogre ot Ardea Ft EI uk applaine The Opimizer Slaton fens decribed abe at Pl ppleatie o managing splenon portoli Terme the Oplinier modi for appicaton ports wet Appiatona as he ent on the Optimise Route Nap pag and click on SE ow Rees Vato Ko Application Business Importance tt ference source fund Soro Ee Referees ee at found That
64. t ale by Ese deed EA Projects may be res to Drivere by their Impact for example wit the ales Extreme Sirung Moderate Law and None In briet the Optimizer paces work an flows Compare every driver to every other driver to create ranked Dei the pet of pipe oi dim to ce a veel Projet it Ment bes to ue ax costs eg co TE NPY to mpari bern ara The ovi he com of terme Gege us in the Optimizer displays an por oe when ding an pono pen Ate A gem of optimization solution tha the seme oan leone Er ETE problem using the mati ais that you entered a EP and vaes and pc Tt Vr naaa Bamber of alocate neues For example H To ea and apir ant ae the constants Sr peson yenes and 35 muon may he the Limit las WERE Madiin weight ae te altel via peng ER pre a paan ae prone ee ber 100 choosing Display an perce RT TES TE TT Street vos of ne covert pleted wget ec can aly the sege sl he elation The aie functum expres the valde ae a na tog orate of Ge projets Kat can ko ected art an HA Gaan bre EA omen Kat cotet indicating the consistency of the driver Tie value rune fren D o 100 and oud teow 20 A high Canainteney Rat pears tere ae many inconsistent deer der Required Data Th tno rene fun he Optia oe Alt of Busnes Drivers okjertiven gel Alito Poet initiatives Ava fob et me ona foreach poet i Cont mn A
65. t ASP NET CA Ce Ema Sener neti El mama st et fm 1 Single sigran utang Moos Active Directory UNIT Poncio Mths fain fer aan ing MS Ate 1 Document Management The UMT Pro Manager has a builtin Damart Mangan system Inisgaten with her 3 pay bes cn pe msn Poro Manages has pe built connectors into MS Exe erin iN or ewer MS Windows Sharepoint Services 20 Mo Prefect renan 200 reer nd MS Pres Server vermin 2 went Financial Systems General Ledger Integration UMT has bui Sentpectic wisina ilo General Lodger ERF gom beding SAP and Penpiesatt Hardware amp Software Recommendations Tiwi coat or bad cac Application Platform Specifications pia aaa ONT aT STAT fam inating Couto eee Dimers Application Server and Web Server on a Fe Be deed Windows server Duine Serer en a singe dedicated akan be long ncn 300MB disk space for the application Database sae cording to scale of instalation pial 500MB linta panid bow Ariat Sligo 1 Appikation Server Dual Pentium 4 machine 2GB RANE Windows 2003 Server 26 RAM Windows 205 Server MS SQL Server 0o System and Utilities f kang UMT Soe fe ede praa Server ES Sx Database Server ROS Microsoft SOL Client Desktop Environment igure to acest aigne ActiveX cot Wai me tind tr comix da oy poring analysis and charting in the UMT RU Spt and Ok Pn resigned wih a UMT di
66. t Display hie is actualy the final step o your wizard where you ran scaly ace the chart that you have demyn and where your data is displayet The hart display Ee divided into o prt the arto and hes splay hoar hoven at the lo gere 11 28 ae 1124 Cha Display aa Panel ie chart are ie where yur chad a The or gere 1 27 prenien gue 1127 Cha Dipa Toolbar ae a a tog oar ne Wo BB 5 em Pin Per an re sone Tue File Mens provides tne options mach mt ase era ak ack te the Chart Wizard and mes sore 9i the parameters that yu ave uno You can or cee new chan a decent eee he Dala ton wil Spy pos Toggle between the chart mes ad the chert flat that you have wad that ca alo be seen nan aed murang On a mater os bubble chart generally on ht ing MY a you aa te Pritt chosing ie ace one of the 4 finden tha ate up the vt re Ban EF Ti Actions bution dilaan pane onthe igh kand siete chat are ta te a ned Gr he cating charts and aber changing the apr crt option sc Tails Renae a hn aie on Be ght sae Fg ei A you have drawn The chart ll be listed aba Maaalala mena prveted Sie page 9 hc Chat Wed san 12 Fire MANAGEMENT General Overview The UMT Prik Opin provides feb fiering funetionalitien Fer te td elt sce ota eg Projects Applications
67. th Ue pent gue 734 Optimize Ditton Soaion Setup In the son that fll Figure 7 28 ll the projets ae lt The ins are o ore them nor Out ing the sarne rules as for a regular Statin ching te white mark an hey bore een for feng he prop or eee lang oak he colt Another option ey ener a value for the Minimum Cont dierent from he vae presented om Be mrn the Minimum Cont column opo for lk In the ext sereen igure 7 25 the cost adhrtmen settings are posite ae a a cage oor ne Npa 75 Opm Dian Cs Adjustment Step Ft cont can bean by Priorities the projects pores ado from Ge rogular Bary tlton ip Opti Spender or fp Banda in the Gre cane ratio between the project s cos and pio is Set nie te co of eh prt in a ap ere 1 using the second option Banda the prrjects can be divided in thse ponpa sorting from tp bation of Uc poet sre denen By prec Bands and a percentage of sont reduction can then Be spp ica gy cng te ded wae ne pa ous tor the hed and the percentage is computed automatically as Ge value lef wel the larget cote ached The ent sereen presents the adjusted sost nd priorities Figure 729 For each project the agri computes a new cont all these costs if ala Tigas TROP Db Option Pares Ate comping Be saa fc wete jcc ie ie ier 2 the ld ome We application comput the pte poi using ear nd al wr clei inthe
68. the eed Open Disog you decide to change them later in the optimization recent une the Set posto nthe Tap payed ae Blow hay emt Disease w Tipan 780 Opin Maps BR Options Tac of dhe pons will be presente blows deserting he emalt if it is Wene Fon In Out santi are taken io account banag en competing ser hears rn dependences beeen pt ae taken ilo ae a naa ogee gee ENE Ed Eseg DEd you have eka frontiers in your amaya they enters srl bday nthe efit font har ENE aad rit pnag ENE TE validates statin amat the weighs ofthe ens eh yout main mete bo tsa Laas Be Importane Narco ESEL lutions automate EE TEE EE ELE EE Management Ee ie aa nagana oor ne Optimizer Navigation The vation bt fe apa sep cob dons fe ay the eat Sep and bo he eto poking Step buttons placed n the tp Tie sot we bre ie vae ft pan ston ft which allow you to Jump rum one tp to another wrthot bang Fors pa through he needs es ara 751 Fee 781 Optimizar Asahan Navigon As pou can se ho sep vale ko you in the selection bos are he fa portance matrices io it o poi deere and projets athe sem pe Note Tare etn te way o navigating ou can ptr way ne ee ma ie bpi wil we the das thal woul load By dla n Be te ces inorder ta compute the protien 8 DECISION DASHBOARD General Overview Tee Decision Dashboard Has be conceived out of the
69. the ucts tt sompaa sia Fortis pols wit any soins sociated wih anche he Loa all soltions in analysis option tom a he meen n Figure 7 1 you want 1o Lasd all Solutions Etficient frontiers scat with the selec anys ake sete fa opo ar checked To lod a single olution selet it and use Load You can also run Advanced analyn Sensitivity or Insight on one of the set lane Sanay an Insight nase are only era you acierta You can a ji teats and depende o 1 pe 1 Tae legend inthe loprigh section of the seen pcos the ste on tae fer each ype analyn sla at may ef the His yu have a cer image of what alte or ang Optimization Process Steps The Business Drivers Matrix When crating a nee analysis the fist step would be the competion of Set Matt Tma Figure 7 ta the Bain OE As Bes ns aao mati oniy the ells above the Mag will be In onde to Pred to the net step you Hayo do complete thie matrix ently Note By dal the apan il Joad the data deed and std in the Relations View ander ana ate Relative mpag rae a una cage earn Optimizer Matrix Toolbar Options Tie tala ae 76 presets veal operations that muy be aard aarde sesse gue Fe Optimizer Anay Tala Each option an the tlb preted inthe table blow sing We fle menu you can export the data 1o an Exel ota parn By a he mat the chan delay on he page Thin accion of Ge tier amp rtd to the rips kaan eri which il be
70. tural athe psn he defined contin orate tutes select the ves fom Ge Glenda that appre orsumiesi and sing ai pps Gees value Operat r Specifies han the aed atte condition shoul be lied water ttl andito win Be ter rae aa aano rage i The Ncr will nly include entries hat meet teh atante confine the ane wil te nd operation an the eater Tie flr Wak ext Gat meat Ser the Brat condo oe the net pion lado fr clay ony The er NA stomatkaly sapat the la cont yall ef the operation speed ri Note Te Aad operation ais pace oer Gr peat wl Soc an operator and dek on the Add Condition buton to enter a new Strut and attribute condition a neces Save Filters When you ae done defining he fle ick o he Net button At this pint he Save dialog ko aking for a filer mame hee i public prins and desipon spam Ee Reference sure nat Banay Em A pict filter is nly availabe to yon ie a public ier wil come Perk wen fhe wizard Clicking the Caneel or Close Window button in any of the Fiter Wizard Manage Filters Deleting an Existing Filter X vere oor oon Tga les Management Eile Mam The operation tant be condoned blow Bo fies To Apply Filter To apply s filer select fom he dropdown Hit and den lick the Apo Filler upton inthe Fleas Men Ear Reference soars mak found Projects or Competencies il be tered using
71. typen ot relational ates ae hed Relative Importance Impact snd Dependency eave npn bgc ed se a mati ep farm er eed ee when defining the attribute in Sace and Relation tense ne pang bay en bin fom de UM de pci he pasahe pan Dependency is an attribute tat is generally defied for poets ad roped Caleb dew bw the pre fers hc ala aeta er ates foe eagle when me ect depends on another projet both mant be handled a 3 kpa pet duning ana Another example of a dependency is when scan of one project might exclude another By doing Pret Ayo do mot Tave o do Pret B anymore a they accompli pale 2 GETTING STARTED Logging on To cco the Foro Optinizer mee the first thing to dois tn log fn the UNIT Pasil Manager wise the pres andthe Enrresponding information are mere For thin you must know the imum name the acount parr your ART and your allan Coal your sytem administrator to obtain this Re Your system amino wl lao provide a specie URL forthe UMT Pos Manager webs When you acces the UMT Portfolio Manager wee yu wile the flan sen Tipan 2 Account Login ype in the seo a es pono and ten clk Lagi Ta note that passwords are ane semis seu names are ek hao a naa cage stir Net you wil see the following dag box PU Pague 12 Urar Login ype you ern ac nii pos co see Tie se eso val ree it ith dl te pre in your poro vin te UNE Porto Blue modal Te way peop se enter Die the m
72. u want to wort with a int of entre you can select a fit sanam there ale defined define a new Bler go Ls View Singa area of the Bale Then aot he New analy radio button from the tom the right ofthe sereen i t ot already checked and cick Go to This action wil Pan be process o cating a now nals Ka Altice and Bee Dependence by mang de a baton a nny he Gato tat Project Alternatives The Alternativen ane groups of structure entries that are mutually El Aao that you have tne projects Irom wich you Pave 4 hoone oniy ene a hey provi the same beneits for your organization HE Re da ien Mia aeg hi dimes etn PA st rr dee de ce pose anton To enter the definition ston for Alternative sec iho Projet dte mees rai ton that pod below the New Analy bta in Tigre 7 1 onthe mgb the cea and ue the Goto ato Ane sereen wil be displayed arin Figure 72 The press of dining an alieratve is very single Fast eek the Add ner boa he wp actien of Figure 7 2 A dog boe vd app pating you fv emer tae eae Bet aa ond Some Comments regarding comment are optional ies the ys ow teen the Stacie skies It ae the Amaia sl om he Stan entrant gt gt Sr gand drop ako pom Thy wil be placed ino the aco io he vgt side of the aren lulled Aklan ets To ome an entry fren the Allcatves Ti sl and eter lt a rae a una tog oor Save yout armas ung th Save buton placed at We lop of the serene
73. u yl see the specifi pons er tkis type of char orientation 23D andthe option ence encade Haken The eon chart option Window standard for al charts and has er gue 1124 Chan Wizard Divergence of Opinion Ct Sta Generic Chart Wizard Mon fhe option forthe nei hart wizard iter selection and chart types have been docasted already However we should mention the Mads an ta elton do window akow in Figure 125 When using the Generic Chart Wizard you first choose a Base View Ether Data View the entries in oly one strate wil be repented Sn he charty 8 Relations View when loor atbt Baon Dis tr il doe CC appropri madia Ba 1 1 you have selected Data View you will be able in slee one of the bata iriser pj and then art he appropiate tt ba nthe cha AN kta tints rom capt ca Wil be diploe The lations View option wil iet yous the yo structures othe au ao well a Br akow otter tal ape Been deed in The st the winds sr aandar fal har ype Management of Existing Charts Thin opto allows yout na charts that have een sve previnusiy in the corba menu est this option you aves et ofall of the haris at fave been sve nhe port You can Iana your sove chart ina waye ave Mad without any pombe hunger that yoa may have se nthe Chart Wear changing auto fiers ac Load with Actual Data wil incorporate any changes that may fave been de since he char war lt generated Char

UMT Portfolio Optimizer™ 3.3 – User Manual

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UMT Portfolio Optimizer&trade; 3.3 &ndash; User Manual

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UMT Portfolio Optimizer™ 3.3 – User Manual