Table of Contents

Optimisation

Overview

The Optimisation feature in Altus enables you to find the best combination of initiatives that maximises strategic value within your time and financial constraints. It allows you to explore different portfolio planning scenarios and identify the optimal mix to best serve your organisation’s needs.

To learn more about the Optimisation module, terms and how to configure it, please refer to the documentation here.

Views

Optimisations is a view accessible from the Strategy menu.

Optimisation Forms

To create an Optimisation Plan, click New Optimisation Plan and fill in the required details.

Screenshot of the Create Optimisation Plan screen in Altus

After entering the Optimisation Plan details, you can create a scenario.

Screenshot of the Scenarios screen in Altus, showing how to create a new scenario

Next, select the initiatives you want to include in your scenario.

Screenshot of the Select Initiatives screen in Altus, displaying the list of available initiatives

Once you apply your selections, the chosen initiatives will be added to the scenario.

Screenshot of the scenario with selected initiatives populated in Altus

You can drag initiatives between the IN and OUT groups to determine which initiatives' financials are included in the Horizon Forecast.

Screenshot of the IN and OUT groups in Altus, showing how to include or exclude initiatives from the Horizon Forecast

Columns

Optimisation Plan

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 Optimisation Plan
Name sensei_optimisationplan
Primary Column Name
Description
Display Name Name Data type Field Length Customizable Required Searchable
Budget sensei_budget Currency 0 to 922337203685477 True False False
Budget (Base) sensei_budget_Base Currency 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
Currency TransactionCurrencyId Lookup True False False
Description sensei_description Multiple lines of text 4000 True False False
End Date sensei_enddate Date and Time Date Only True True False
Exchange Rate ExchangeRate Decimal True False False
formupdatedtoken sensei_formupdatedtoken Single line of text 100 True False False
Import Sequence Number ImportSequenceNumber Whole number True False False
JSON sensei_json Multiple lines of text 1048576 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
Optimisation Plan sensei_optimisationplanId Primary Key True False False
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
Record Created On OverriddenCreatedOn Date and Time Date Only True False False
Start Date sensei_startdate Date and Time Date Only True True 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

Scenario

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 Scenario
Name sensei_scenario
Primary Column Name
Description
Display Name Name Data type Field Length Customizable Required Searchable
Budget sensei_budget Currency 0 to 922337203685477 True False False
Budget (Base) sensei_budget_Base Currency 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
Currency TransactionCurrencyId Lookup True False False
Description sensei_description Multiple lines of text 4000 True False False
Exchange Rate ExchangeRate Decimal True False False
Import Sequence Number ImportSequenceNumber Whole number True False False
JSON sensei_json Multiple lines of text 1048576 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
Optimisation Plan sensei_optimisationplan Lookup True False False
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
Record Created On OverriddenCreatedOn Date and Time Date Only True False False
Scenario sensei_scenarioId Primary Key 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

Security Roles

Security Roles for Optimisation Plan

Security Role Create Read Write Delete Append Append To Assign Share
Altus - Idea User None Local None None None None None None
Altus - PMO User Global Global Global Global Global Global Global Global
Altus - Portfolio Manager None Local None None None None None None
Altus - Portfolio Manager - Team None Local None None None None None None
Altus - Program Manager None Local None None None None None None
Altus - Program Manager - Team None Local None None None None None None
Altus - Proposal Manager None Local None None None None None None
Altus - Strategy Executive Global Global Global Global Global Global Global Global
Altus Admin User Global Global Global Global Global Global Global Global
Altus Portfolio User None Local None None None None None None
Altus Project Executive None Local None None None None None None
Altus Project User None Local None None None None None None
Altus Strategy User Basic Local Basic Basic Local Local Basic Basic

Legend

  • Global Organisation / Global
  • Local Business Unit / Local
  • Basic User / Basic
  • None None

For details see Application Security.

Security Roles for Scenario

Security Role Create Read Write Delete Append Append To Assign Share
Altus - Idea User None Local None None None None None None
Altus - PMO User Global Global Global Global Global Global Global Global
Altus - Portfolio Manager None Local None None None None None None
Altus - Portfolio Manager - Team None Local None None None None None None
Altus - Program Manager None Local None None None None None None
Altus - Program Manager - Team None Local None None None None None None
Altus - Proposal Manager None Local None None None None None None
Altus - Strategy Executive Global Global Global Global Global Global Global Global
Altus Admin User Global Global Global Global Global Global Global Global
Altus Portfolio User None Local None None None None None None
Altus Project Executive None Local None None None None None None
Altus Project User None Local None None None None None None
Altus Strategy User Basic Local Basic Basic Local Local Basic Basic

Legend

  • Global Organisation / Global
  • Local Business Unit / Local
  • Basic User / Basic
  • None None

For details see Application Security.

Dataverse Tables

Optimisation Optimisation with fields


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