Funding Pools

Funding Pools allow specification of sources of funds as well as what the funds can be used for.  For example, funds from state governments and local governments might be restricted to be used only for certain alternatives (projects).  When setting up a funding pool, the total amount for that pool is specified as well as how much of the pool can be used for each of the alternatives. 

Use this feature to create pools of funds that will be used in the resource allocation optimization as another constraint when selecting the optimal set of alternatives.  The sample window below contains the name of the alternatives and costs that were extracted from the Portfolio View page.

The window below shows that we have defined three funding pools - Procurement, R&D, and O&M - with the respective limits of 9,000, 6,000, and 7,000.  The number of funds entered for each alternative is shown in the figure below.

When funding pools are added to the model, two sub-columns will be displayed.  The first column shows each pool limit while the second column shows what is allocated.  The alternatives funded are highlighted in green.

You can specify the funding pools for each scenario by selecting the desired scenario in the scenario drop-down:

Click  to add, edit, or delete funding pools. 

You can Ignore a funding pool individually using the Ignore check box. 

If  is enabled, then a solution is sought whenever a limit is changed or do it manually using the button. 

You can show only the funded alternatives:

You can show the bar graph below on the Allocated column:

When Funding Pool is ignored in the selected scenario, a message will be displayed as shown below:

Simply click the Enable Funding Pools button to enable it without going to the Portfolio View grid.