Constraints
Overview
Constraints are limitations or restrictions that affect the planning, execution, and completion of a project or program. Identifying and understanding these constraints are crucial for effective project/program management, as they can impact scope, schedule, budget, and overall success. Altus enables portfolio and program managers to set these against their programs and portfolios. Examples may include but are not limited to:
- Time Constraints: Deadlines: The project must be completed by a specific date. Time-to-market: The project must be delivered within a certain timeframe to meet market demands or business goals.
- Cost Constraints: Budget: There is a limit on the financial resources available for the project. Financial constraints: External factors, such as economic conditions, may affect the project budget.
- Scope Constraints: Scope limitations: The project must operate within defined boundaries, and any changes to the scope may have consequences. Functional requirements: Specific functionalities or features may be mandated or prohibited.
- Resource Constraints: Human resources: Limited availability of skilled personnel. Equipment and technology: Constraints related to the availability or capability of necessary tools and technologies.
Views
There are two types of views for registers in Altus:
- User Views: These views show all items assigned to the current user. In addition, users with higher levels of access can view items across the portfolio.
- Object Views: These filter items based on which portfolio, program, or project they belong to automatically.
User Views
None out of the box.
Object Views
These show items filtered within the context of the object. For example, the portfolio and program views below only shows contraints which are linked to them:
Item Form
There are two types of items forms in Altus:
- Quick Create: This is a simple version used to create the item.
- View/Edit: Provides a full browser width version containing all fields and features.
Quick Create form
There is no OOTB quick create form for Constraints.
New / Edit Form
New Form:
Edit Form:
Columns
The following columns exists in Altus.
Columns prefixed with sensei_ are those that form part of the Altus solution.
The remaining are default dataverse fields created automatically.
| Property | Value |
|---|---|
| Display Name | Constraint |
| Name | sensei_constraint |
| Primary Column | Name |
| Description |
| Display Name | Name | Data type | Field Length | Customizable | Required | Searchable |
|---|---|---|---|---|---|---|
| Category | sensei_category |
picklist | True | False | False | |
| Constraint | sensei_constraint |
Multiple lines of text | 2000 | True | False | False |
| Constraint | sensei_constraintId |
Primary Key | True | False | False | |
| Created By | CreatedBy |
Lookup | True | False | False | |
| Created By (Delegate) | CreatedOnBehalfBy |
Lookup | True | False | False | |
| Created On | CreatedOn |
Date and Time | Date and Time | True | False | False |
| Description | sensei_description |
Multiple lines of text | 2000 | True | False | False |
| Import Sequence Number | ImportSequenceNumber |
Whole number | True | False | False | |
| Modified By | ModifiedBy |
Lookup | True | False | False | |
| Modified By (Delegate) | ModifiedOnBehalfBy |
Lookup | True | False | False | |
| Modified On | ModifiedOn |
Date and Time | Date and Time | True | False | False |
| Name (Primary name column) | sensei_name |
Single line of text | 500 | True | True | True |
| Owner | OwnerId |
Owner | True | False | False | |
| Owning Business Unit | OwningBusinessUnit |
Lookup | True | False | False | |
| Owning Team | OwningTeam |
Lookup | True | False | False | |
| Owning User | OwningUser |
Lookup | True | False | False | |
| Portfolio | sensei_portfolio |
Lookup | True | False | False | |
| Program | sensei_program |
Lookup | True | False | False | |
| Record Created On | OverriddenCreatedOn |
Date and Time | Date Only | True | False | False |
| Status | statecode |
Choice | True | False | False | |
| Status Reason | statuscode |
Choice | True | False | False | |
| Time Zone Rule Version Number | TimeZoneRuleVersionNumber |
Whole number | -1 to 2147483647 | True | False | False |
| UTC Conversion Time Zone Code | UTCConversionTimeZoneCode |
Whole number | -1 to 2147483647 | True | False | False |
Constraints Category (sensei_constraintscategory)
| Value | Label | Description |
|---|---|---|
955000000 |
Budget | |
955000001 |
Timeline | |
955000002 |
Quality | |
955000003 |
Resources | |
955000004 |
Performance |
Security Roles
| Security Role | Create | Read | Write | Delete | Append | Append To | Assign | Share |
|---|---|---|---|---|---|---|---|---|
| Altus - PMO User |  |
|
|
|
|
|
|
|
| Altus - Portfolio Manager |  |
 |
|
|
|
|
|
|
| Altus - Portfolio Manager - Team | |
|
|
|
|
|
|
|
| Altus - Program Manager | |
|
|
|
|
|
|
|
| Altus - Program Manager - Team | |
|
|
|
|
|
|
|
| Altus - Strategy Executive |  |
|
|
|
|
|
|
|
| Altus Admin User | |
|
|
|
|
|
|
|
| Altus Portfolio User | |
|
|
|
|
|
|
|
| Altus Strategy User | |
|
|
|
|
|
|
|
Legend
Organisation / Global
Business Unit / Local
User / Basic
None
For details see Application Security.
Dataverse Tables
| Portfolio Register | Portfolio Register with fields |
|---|
