Reference Model

Reference Models are used to group Portfolio Elements to a hierarchal structure or category to perform different assessments e.g. to identify the functional redundancy of applications or technologies.

The demo data set of UPM-X contains following pre-defined reference models which can be adapted to the own requirements or can be deleted to use other reference models:

  • Business Applications
  • Software Products
  • Hardware Products
  • Strategies
  • Information Objects
 
Reference Models Overview

Open the Portfolio Features -> Reference Models table from the Application Menu.

A – Click the New button to define a new entry for a Reference model. We recommend a bulk load to add multiple lines of data.

B – Available Reference Model entries.

reference_model_table
 
Creating a new Reference Model Entry

The Reference Model definition form contains all necessary information at a glance required to create a new entry.

A – Parent Reference Model i.e. upper level to which the entry belongs. Leave this field empty, if the created entry should be level 1.

B – Name of the Reference Model. It will show this name as the primary key in all related entries.

C – Optional description field.

D – The target table to which the Reference Mode entry will apply to.

E – The hierarchy level is calculated by the system automatically.

reference_model_form
 
Reference Model Tab

Within forms of Portfolio Elements e.g. Business Applications, click on the Reference Model tab to see the related Reference Model entries, or to create a new reference to a Reference Model Entry.

A – Click the Edit button to open the Reference Model Selection Form.

B – Shows the selected Reference Models which the current Portfolio Element belongs to.

C – Use the Insert a new row… to select a Reference Model entry as an alternative to option A.

reference_model_tab
 
Reference Model Selection Form

The Reference Model Selection Form provides a quick way to filter and related the Portfolio Element to a Reference Model Entry.

A – By default a filter is set to the Portfolio Element table. Add additional filters to reduce the results.

B – List of filtered Reference Model Entries.

C – Current selected Reference Model Entries.

D – Additional Information based on the current selection.