Why did we write Portfolio Manager?
To give modelers visibility of dependencies and impacts between projects.
Portfolio Manager was created to answer the question, “why can’t I see what other projects are doing?”
Our experience of working in environments where there are typically between 40 and 60 projects in flight at the same time, and those projects often delivering change in the same area of the business, it is impossible for everyone to work in a controlled way in the same model. As a result we have to take copies, work separately, and then merge once the work is finished – only then to discover that the baseline has changed and we need to rework.
Frustrated by this waste of time and effort, and after working with many other clients facing the same problem, we realized there had to be a better way. A way for every project to work with copies of the baseline in their own dedicated area, but see what other projects are doing and who is working on the same parts of the model. With that knowledge available early in the process, modelers and projects can discover how to work with each other instead of competing or contradicting. And to have a simple way to take each element through it’s lifecycle, integrated with the project lifecycle.
So that’s what Portfolio Manager does:
- Checks who else is working in the same part of the model,
- Flags where there are potential problems and
- Provides you with detailed information about the issues at element, project and portfolio level
So modelers and project teams can have the conversations they need with the other projects. And model managers can track element road maps and planned changes to the model baseline.
See Also
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Learn MoreSolution Architecture using Enterprise Architect
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Ian's presentation to the EA Global Summit on September 15th 2022
Learn MoreProject Lifecycles and Portfolio Manager
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How to integrate the Portfolio Manager lifecycle with waterfall and agile development methodologies
Learn MoreBranching and Impact Analysis
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How to start your project in EA by copying from the as-is model - with Portfolio Manager
Learn MoreIntroduction to Portfolio Manager
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A new approach to delivering a single version of the truth across many projects all working in the same Sparx EA model repository.
Learn MoreStructure, Locking and the Portfolio Manager State Model
9 June 2022
Portfolio Manager basics: Package structures, model locking and element state model
Learn MoreInside Portfolio Manager
19 May 2022
Portfolio Manager uses lots of EA features, which means it looks nothing like the code-based version control you are used to. Here is how PM works.
Learn More
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Take a free, no obligation, 30-day trial of Portfolio Manager. Portfolio Manager is part of eaTeamWorks, so you can also trial eaDocX, Revision Manager, eaSheets and Model Expert. Plus free for life modeling features. Discover for yourself the difference that Portfolio Manager real-time impact analysis will make to your EA modelling.
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