Creating Matrices for Use in Portfolio Optimizer

Create a collection of metrics to track a project's metrics values through time or to create other types of complex comparisons of a project's metrics. For example, create a matrix to track the sales and costs of a project across quarters or years. Portfolio Managers can then use Accolade Portfolio Optimizer to view, filter, and chart matrix information across multiple projects at once. The matrix values are viewable as columns (similar to metric values) in Portfolio Optimizer, for projects in a portfolio or in a scenario.

For examples of how matrix values display in Portfolio Optimizer, see Viewing Matrices in Portfolio Optimizer.

Verify your matrices as you create them, and existing matrices prior to enabling them for Portfolio Optimizer, to ensure that a manageable number of columns are available within Portfolio Optimizer.

Important! Deleting metrics from a matrix that is in use in Portfolio Optimizer causes the loss of scenario data based within that matrix. Use careful consideration prior to deleting metrics from matrices, and matrices that are set as Available to Portfolio Optimizer.

To create a matrix for use in Portfolio Optimizer:

1. Create a matrix and ensure that the configuration meets following requirements:

• At least one metric within the matrix is set as Unique. If more than one metric is set as unique, also indicate the order in which the unique metrics display from left to right in the Portfolio Header Column field.
• The Available to Portfolio Optimizer option in the Portfolio Optimizer section is set to Edit. This field is only enabled if a metric is marked as unique.

2. (Optional) To limit the metrics based on the matrix that are available in Portfolio Optimizer, select the Filterable option for one or more list metrics. In the Only Include Rows That Match field in the Portfolio Optimizer section, select which list item values to include when the matrix is converted to metrics in Portfolio Optimizer.
3. Save the matrix and apply it to a deliverables as necessary using a Smart Excel template or a quick grid.

Notes:    A matrix available to Portfolio Optimizer can have only one unique relative date metric. Multi-select list metrics cannot be set as unique. Rich text metrics are not available in Portfolio Optimizer. Accolade Portfolio Optimizer is an optional Accolade component that you may not have access to. To implement this solution, contact Sopheon Customer Support.