Planning a Project

After you know which users are assigned to a project, an administrator must ensure that the user is assigned to the appropriate user group and role. For more information, see Configuring Users, Groups, and Roles in SAS Decision Manager: Administrator's Guide.

How do you want to structure your project? A project is stored in a folder that can contain multiple levels so that you can customize the structure. For example, your project folder could be similar to your business departmental hierarchy or it could list individual project names. For more information, see Overview of Managing Folders.

What models do you want to use in the project? If the models were created using SAS Enterprise Miner, SAS/STAT, or the SAS/ETS procedures COUNTREG and SEVERITY, all model components are available when you import the model. If your model is a SAS code model that is not contained in a miningresult.spk file or a model that was created by third-party software such as R, you must ensure that you have imported all of the model component files. For more information, see Overview of Importing Models.

How do you want to define your project input and output variables? When you create a project, you can import the variables using input and output prototype tables, copy the variables from an existing champion model, or define individual variables. If you use prototype tables to define the project input and output variables, the tables must be registered in the SAS Metadata Repository. For more information, see Defining Project Input and Output Variables.

How do you want to track the progress of a version? The Workflows view enables you to track the progress of tasks from the version level. An authorized user can create a workflow and associate it with a version. For more information, see Overview of Using Workflows.

You might have project documents that you would like to access. You can attach documents at the project or model level on the Attachments page. For more information, see Add Attachments to a Project.

You might have comments that you would like others to see. You can add comments at the project or model level on the Comments page. For more information, see Add Comments to a Project.

Several reports are available to help you assess candidate models. You can review the types of reports that are available and plan for which reports you want to use. Your plans might also include a custom report that you can run. For more information, see Overview of Model Comparison, Validation, and Summary Reports.

After your champion model is in a production environment, you can monitor the performance of the model using your organization's performance data. For more information, see Overview of Performance Monitoring.

When you define performance monitoring reports, you can set up performance index alert and warning conditions to notify users when conditions exceed the indexes. For more information, see Performance Index Warnings and Alerts.