After you have planned
the projects and models that you want to have in your portfolio, you
must create a project control table that contains the segment identifiers,
projects, and models. The project control table can then be used to
create a hierarchy of your portfolio.
Portfolios can be created
only by authorized users who have the capability to access the Portfolios
category. Ensure that users who create portfolios are assigned to
the group Model Manager Administrator Users or Model
Manager Advanced Users in SAS Management Console.
The project control
table must contain the project names (project_name variable) to create
the projects within the portfolio. At least one segment identifier
variable (for example, segid) is required, and that segment identifier
variable must also be in the performance data set. When you want to
monitor the performance of project champion models, you must also
associate the model name (model variable) with each project (project_name)
and segment identifier (segid, or another name for the segments) in
the table.
You must know the model
function type before you create a portfolio. SAS Decision Manager
has several model function types:
To determine the model
function type for your project,
compare your
model to the descriptions in Types of Model Functions. If you use prototype
tables to define the project input and output variables, you must
do one of the following two things before you can create a portfolio.
Create the project input and output tables and register them in the
SAS Metadata Repository using the
Data category
view. Tables that are registered to the SAS Metadata Repository using
the SAS Management Console must then be made available to the
Data category
view of SAS Decision Manager. See the following documents
for details: