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 Model 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 Model Manager. See the following documents
for details: