Configuring financial model integration

Use Financier to build financial models of the expected cost and benefit estimates of your project over time, based on information in IBM Rational Focal Point. Estimates are uncertain quantities. To express the probability of your estimates, you can input values for likely, or nominal, estimates with high and low bounds in Financier.Financier then analyzes the bounded estimates and computes a likely net present value (NPV) for the life of the project.

Before you begin

Financier projects are stored as elements in a module. You can open the financial model from within a time grid sheet.

About this task

Important: Use no more than one set of estimated costs and benefits (that is, time grid attribute) in the module when you integrate to the financial model application. Only one matrix attribute can be used for displaying the result; if multiple time grid attributes are in the module, the financial model that is displayed does not reflect which of the estimates that the model is based on.
You need the following attribute configuration to store financial model projects.

To configure financial model integration:

Procedure

  1. Create a new module, or add the attributes that are described in following steps to an existing module.
  2. Create a time grid attribute to store nominal, high, and low estimates.
    1. Create three sheets with common start and stop dates; one sheet for each of the scenario types: high, nominal, and low.
    2. On each sheet, configure a common set of rows for cost and benefit categories that are related to the projects. Select the Cost or Benefit check boxes to include the row names in the financial model.
    3. Click OK.
  3. Create a matrix attribute to display the financial model in.
    1. In Alias, enter NPV.
    2. Set Display as to Line Chart.
    3. Select Flip matrix axes.
    4. Click OK.

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