Portfolio Scenarios › Scenario Constraints › About Ranking Investments › Rank Optimization Parameters

Rank Optimization Parameters

The optimization parameters you enter on the scenario optimizations page are used during scenario generation. The parameters are used to determine which attributes are most and least important when selecting scenario investments.

Unlike scenario constraints, scenario optimizations are not absolute. Attributes with higher weights receive more consideration than attributes with lower weights. Use this page to add optimization parameters and then select which ranking method to use for that attribute.

Scalar and Unbounded Attributes

A scalar attribute is an attribute whose value is a number within a certain range. For example, the Alignment attribute has a range between zero and 100. An unbounded attribute is similar to the scalar attribute, except its value has no boundaries, such as the Budgeted Benefit attribute.

Follow these steps:

1. Open the scenario and click Optimizations.

   The scenario optimizations page appears.

2. For each attribute, select a ranking method.
3. Click Save.

Enumerated Attributes

An enumerated attribute is an attribute whose value is a predefined set of values. For example, set the Goal attribute to cost reduction, infrastructure, improvement, cost avoidance, and business growth or maintenance. For enumerated attributes, you can set the balance for each item in the enumeration by entering weightings on the lookup value weighting page.

Follow these steps:

1. Open the scenario and click Optimizations.

   The scenario optimizations page appears.

2. Next to the enumerated attribute, click the Lookup value weighting link.

   The lookup Value Weighting page appears.

3. Enter a weighting for the following attributes:
   • Effort
   • Duration
   • Manual
4. Click Save and Return.