Overview of Projects

What Is a SAS Model Manager Project?

A SAS Model Manager project consists of the models, reports, documents, scoring tasks, and other resources that you use to determine a champion model. For example, a banking project might include models, data, and reports that are used to determine the champion model for a home equity scoring application. The home equity scoring application predicts whether a bank customer is an acceptable risk for granting a home equity loan.
Project work is organized in one or more time-based intervals that are called versions. Each version contains the documents, models, reports, resources, scoring tasks, and performance information for a time interval. Each version can have its own life cycle definition for tracking the progress of a project. For more information, see Working with Versions.
Project models can be imported from SAS Enterprise Miner or you can create your own models.

How a Project Folder Is Organized

The SAS Model Manager project is a folder that contains versions, a Model Retrain folder, a PerformanceMonitor folder, the project input and output XML files, and optional attached documents. Here is the Project Tree view of a project:
Project Folder Contents in the Project Tree
In this Project Tree, the project name is HMEQ.
Here is a description of project folder components:
versions
are time-phased containers for your project. They contain life cycle information, candidate model files, model comparison reports, resource files, scoring tasks, and model performance reports. This Project Tree has two versions, 2010 and 2011.
Model Retrain
contains reports for models that have been retrained.
PerformanceMonitor
is used to execute the SAS code that creates the performance monitoring report data sets.
inputvar.xml
is an XML file that contains information about the project input variables and their attributes. This file is based on the project input variables that are defined when you create a project, modify a project, or declare a default version.
outputvar.xml
is an XML file that contains information about the project output variables and their attributes. This file is based on the project output variables that are defined when you create a project, modify a project, or declare a default version.
document files
are any files that you attach to the project folder. You can view only documents that you attach. You cannot update them. In this Project Tree, the document file is DDHMEQMasterPlan.xlsx.

Project Folder Tasks

When you right-click the project folder, SAS Model Manager provides the following project tasks:
New Version
creates a new time-phased version to contain life cycle information, candidate model files, model comparison reports, resource files, scoring tasks, and model performance reports. For more information, see Create a Version.
Publish
publishes models to defined channels and notifies subscribers of the publication channel when the models are delivered. For more information, see Publish a Model to a Channel.
Export Project Champion Model
exports the champion model metadata to the SAS Metadata Repository in order for the champion model to run in a test or production scoring environment. For more information, see Export a Model.
Publish Scoring Function
transforms DATA step score code of a predictive model to user-defined function (UDF) executable files and writes the UDF files to the database. For more information, see How to Publish a Scoring Function.
Define Performance Task
starts a wizard that generates the SAS code to monitor the performance of a champion model. For more information, see Overview of Creating Reports Using a Performance Task.
Define Dashboard Report Indicators
starts a wizard to create performance indicators that are used to execute the dashboard reports. For more information, see Define Dashboard Report Indicators.
Define Model Retrain Task
starts a wizard that retrains one or more models. For more information, see Retraining Models.
Lock Project Metadata
enables a SAS Model Manager administrator to lock the project metadata so that the project definition cannot be modified while it is locked. For more information, see Lock or Unlock Project Metadata.
Unlock Project Metadata
enables a SAS Model Manager administrator to unlock the project metadata so that the project definition can be modified. For more information, see Lock or Unlock Project Metadata.
Modify Project Definition
enables a user to modify the project properties and the project input and output table variables for the selected project. For more information, see Modify Project Definition.
Query
searches for models and tasks that are assigned to SAS Model Manager users. For more information, see Overview of the Query Utility.
View Workflow
enables the user to view the workflow instance that is associated with the selected project. For more information, see Viewing Workflow Instances.
New Workflow Instance
creates a new workflow instance of a process definition and associates it with the selected project. For more information, see Creating a New Workflow Instance.