Updated Articles

  1. Time Periods Settings

    You can manage the Time Periods in Allocate > TIME PERIODS SETTINGS .  Below is a sample of a scenario with Time Periods.  Time Periods allows you to have one or more sets of alternatives that will span one or more periods. You can specify Ti...
  2. 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 ...
  3. Add, Edit, Delete Custom Constraints

    You can add, edit, or delete custom constraints from Allocate > Portfolio Management CUSTOM CONSTRAINTS page.  To add new Custom Constraints, simply type the Custom Constraint Name in the text box provided and then click the + button.  To e...
  4. Dependencies Constraints

    Dependencies are one of the constraints that can be defined when determining the alternatives to be funded in Resource Allocation .  You can display the dependencies in Table  or List  view.  Dependencies are displayed in the Table view by defa...
  5. Custom Constraints in Portfolio View

    Custom Constraints added from Allocate > Project Management > CUSTOM CONTRAINTS are displayed as columns on the Portfolio View page. Below we see the Network and Project Managers custom constraints: Hovering on the total number of custom constr...
  6. Portfolio Scenario

    Scenarios provide the ability to save different Resource Aligner constraint sets (e.g., budget limit, musts, must-nots, custom constraints, dependencies, funding pools, and groups).  You can then compare these scenarios in a Pareto Curve (see Effici...
  7. Portfolio Solve and Auto-Solve

    Solve Solve – solves the optimization when executed. If Auto-solve is checked then a solution is sought whenever a variable or constraint is changed. ...
  8. Portfolio View Overview

    The Portfolio View page contains all the alternatives, their benefits (priorities), e.benefits (expected benefits), risks (by default, the risk and e.benefits columns are hidden when there are no risks defined), and costs.  The Partial column is use...
  9. Select Participants and Groups

    You can display the Alternatives and Objectives priorities in Grids and Charts for one or more participants or groups. Click  to expand the toolbar options, if collapsed.  Clicking  will open a window displaying the participants and groups of th...
  10. Filter Alternatives

    You can specify alternatives be excluded or included in the Synthesize results using the Filter Alternatives dropdown.  Click  to expand the toolbar options, if collapsed.  By default, all alternatives are displayed. Show top N Alternatives....