Calculations

UPM-X provides various pre-defined calculations to support better decision-making.

UPM-X provides various pre-defined calculations to support better decision-making.

#Incidents

The aggregation of all incidents related to the Portfolio Elements within the last 12 months.

#Outdated Software

The #Outdated Software shows the number of Software Products which reached one of the following Lifecycle Phases:

  • Exception
  • Expiring
  • Extended Support
  • End of Life
  • Retired
  • Rejected
  • Forbidden
  • Obsolete
Business Value Score

The Business Value Score calculates the Business Value based on the contribution to Business Capabilities and Business Process while considering their Business Criticality.

  • RScbs: Capability Score
  • RSprs: Process Score
  • RSbcr: Business Criticality of Portfolio Element

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Capability Score

Sum of Business Criticality's for all provided Business Capabilities.

 
Cost Rollup

The Cost Rollup adds all Total costs of OPEX and CAPEX up to certain Portfolio Elements in following order:

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Cost Sum

The cost sum calculations perform a variety of calculations to ensure the cost and cost breakdown information is visible on a Portfolio Element.

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Compliance Risk Score

The Compliance Risk Score counts the number of Non-Compliant and Non-Conformant Relationships (Rel).

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Days in Prod

Days in Prod counts the days from entering the Lifecycle Stage ‘Productive’ for the Internal Lifecycle until the current date for following Lifecycle Phases

  • Active

  • Standard

  • Expiring

  • Exception
    which haven’t reached the ‘Non-Productive’ Lifecycle Stage with following Lifecycle Phases:

  • Retired

  • Rejected

  • Forbidden

  • Obsolete

  • Completed

  • Canceled

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Note

A negative value shows the remaining dates, before it goes into production.

 
Days to Benefit

The Days to Benefit calculates the remaining days before the expected benefits (Due) needs to be achieved.

 
Days to EOL

Days to EOL counts the days remaining to enter the ‘Non-Productive’ Lifecycle Stage with one of the following Lifecycle Phases:

  • Retired
  • Rejected
  • Forbidden
  • Obsolete
  • Completed
  • Canceled
d54c4b8-days_to_eol
 
Functional Redundancy Score

The Functional Redundancy Score identifies the number of all Portfolio Elements related to the same Reference Model.

 
Lifecycle

Following lifecycle related fields are showing the current lifecycle disposition of the lifecycle type:

  • Internal Lifecycle
  • Manufacturer Lifecycle
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Note

For custom added lifecycle types a new field and script need to be added to show the current lifecycle disposition.

 
OPEX per User

OPEX per User shows the single-user cost of the Portfolio Element based on the current years cost.

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Process Score

Sum of Business Criticalities for all provided Business Processes.

 
Rationalization Score

The Rationalization Score considers multiple parameters to calculate the Rationalization Score. The higher the value, the higher-ranked is the Rationalization Candidate.

Considered Values are:

  • RSrel: #Relationships
  • RScrs: Compliance Risk Score
  • RSinc: #Incidents
  • RSusr: #Users
  • RSbcr: Business Criticality of Portfolio Element
  • RScbs: Capability Score
  • RSprs: Process Score
  • RScpu: OPEX per User
  • RSeol: Days to EOL
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Recommendation

The Recommendation field shows the latest updated recommendation.

 
Scenario Score

The Scenario Score represents the total score of the evaluation criteria of a Scenario.

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Stakeholder Rating

The Stakeholder Rating represents the average rating of all stakeholders.

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