IBM Rational Portfolio Manager helps enterprises align IT with business objectives
IBM United States Software Announcement 204-290November 30, 2004
 ENUS204-290.PDF (29KB)
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At a glance
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| At a glance |
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Managing IT according to business objectives requires comprehensive visibility into IT projects and resource assets. IBM Rational Portfolio Manager helps provide this visibility to enable enterprises to align priorities, projects, and people.
With the Rational Portfolio Manager you can:
- Help technical and business stakeholders communicate effectively and make rapid, well-informed allocation decisions when priorities or needs change.
- Optimize skills usage and ensure that all mission-critical resources are productively aligned with high priority projects.
- Schedule and plan projects within the Rational Portfolio Manager environment, or integrate with a desktop scheduler in a single step.
- Centralize time and expense reporting so that cost variances and resource usage is calculated in real-time.
- Apply financial measures and other analytic tools, drawing on technical and financial project data housed in a centralized repository, evaluate your IT assets as part of an integrated portfolio, and maximize your overall return on IT investments.
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| Overview |
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Project portfolio management is about aligning IT projects and investments with business priorities. It is about planning and managing projects as a comprehensive portfolio of assets that must produce a specified rate of return to the business. Rational® Portfolio Manager operationalizes your business strategies by normalizing and automating the project portfolio management process.
The Rational Portfolio Manager takes you from opportunity identification and prioritization to project execution and closure. The implementation of systematic portfolio review processes, complete with stringent save/kill decision points, enables agile response from your project teams in reaction to market changes and customer needs.
Complete visibility into your project portfolio requires accurate project data and the tools to analyze and monitor that data. IBM combines portfolio analysis capabilities, project management best practices, enterprise transformation expertise, and the industry-leading Rational tools to create a 360-degree view of your development infrastructure. This visibility enables enterprises to more rapidly respond to change and build their software development capability as a competitive differentiator.
The Rational Portfolio Manager delivers this complete lifecycle solution for prioritizing, planning, managing, and measuring IT projects.
Additional product and competitive product trade-ups are also available. For details, refer to the
Description
section.
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| Key prerequisites |
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Refer to the
Hardware requirements
and
Software requirements
sections.
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| Planned availability dates |
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- December 3, 2004: Electronic software delivery
- December 17, 2004: Media and documentation
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| Description |
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Rational Portfolio Manager:
- Offers teams the project planning, risk management, and resource tracking needed to execute
- Captures the operational status and financial metrics required to keep your investments on track
- Provides a framework for creating and sharing reusable process templates to improve and accelerate future projects
Through the use of analytical tools including customizable graphical displays, bubble charts, scorecards, and pivot tables, key decision-makers can visualize and achieve the desired investment balance of projects and people, tightly align portfolios with business goals, and ensure the entire organization remains synchronized with their strategic objectives. Stakeholders can perform detailed return-on-investment (ROI), payback, or break-even analysis using AIE, NPV, IRR, and numerous other financial measures to determine the highest return to the enterprise.
The marriage of top-down portfolio analysis with bottom-up project management allows for the implementation of systematic phase gating and portfolio review processes complete with stringent "save/kill" decision points. Unlike some competing tools, Rational Portfolio Manager centralizes the project and program data for analysis and reporting, automating the capture of project data to minimize errors and enable decisions based on accurate, objective data — not guesswork. In addition, customizable, re-usable templates and work products help practitioners create consistently higher quality project plans and project best practices that can be repeated.
Key capabilities and benefits:
- Portfolio dashboard: Capture complex project and portfolio metrics in impactful macro reports with tables, maps, and graphical displays of status and comparisons, including bubble charts, and score cards. Allows stakeholders, whether technical or business oriented, the ability to visualize, from a top-down perspective, the complete IT portfolio.
- Detailed financial analytics: Perform™ detailed ROI, payback, or break-even analysis using AIE, NPV, IRR, and numerous other financial models. Compare and determine which projects provide the greatest return to the enterprise.
- Capacity and resource planning: Maintains a complete model of an organization's capacity, affected resources, skills inventory, total workload and resource demand. Optimize skills usage and ensure that all mission-critical resources are productively aligned with high priority projects.
- Resource leveling and scheduling (including integration with Microsoft™ Project): Generate schedules in the native Rational Portfolio Manager environment or synchronize with Microsoft Project. Portfolio Manager analyzes bottlenecks, available, slack, over-allocated resources, and due date constraints. Find the best solution available across a multi-project environment via native scheduling and leveling capabilities or integrate with a desktop scheduler in a single step.
- Project collaboration: An integrated collaboration workflow engine automates and tracks the flow of all project work. Teams can collaborate on documents, assignments and work changes in unstructured or structured and audited flows.
- Integrated report designer: Generate customized .pdf or HTML reports. Create usable reports without an additional reporting tool.
- Time and expense management: Project participants can enter expense information against appropriate charge codes, and as expenses are incurred budget variances are displayed. Time spent against specific activities can also be entered using an intuitive timesheet interface. By centralizing time and expense reporting, cost variances and resource usage is calculated in real-time, reducing project risk and contingency use.
- Reusable method templates and integration with Rational Unified Process®: Rational Portfolio Manager provides a framework for publishing, sharing, and reusing project methods and plans. Manage RUP-based projects and generate project plans based on a RUP framework. Customize the proven best practices of RUP and generate project templates with the right process for each project. Then, reuse those templates to streamline project planning and improve results by repeating successful practices.
Rational Portfolio Manager uses a flexible component approach based on user needs. Implementations of Rational Portfolio Manager frequently use a combination of three components. For senior managers and IT program and project managers, Rational Portfolio Manager provides complete portfolio management and capacity planning. For project teams, Rational Portfolio Manager Console is used to track and manage project activities. For professionals who need to track their time, Rational Portfolio Manager Time and Expense enables easy capture and reporting.
Trade-up and competitive trade-up offers
From Rational Portfolio Manager Console to Rational Portfolio Manager (D54P9LL)
From competitive product to Rational Portfolio Manager (D54P6LL, D54P7LL, D54P8LL)
Eligible competitive products:
- Artemis International Solutions Inc: Artemis 7, Artemis Views
- Business Engine: Business Engine Network
- Mercury: Mercury IT Governance Center, Mercury Demand Management, Mercury Portfolio Management, Mercury Program Management, Mercury Project Management, Kintana IT Governance Suite
- Microsoft: Microsoft Project Server, Microsoft Office Project Server Client Access License (CAL)
- Niku: Niku Clarity
- Oracle: Oracle Projects, Oracle Project Costing, Oracle Project Management
- Pacific Edge Software: Project Office
- Planview: PlanView Portfolio Management Software
- Primavera: Primavera TeamPlay, Primavera New Product Development, Primavera IT Project Office
- Project Invision International: Project Invision
- ProSight, Inc: Prosight Portfolios
- Sciforma Corporation: Sciforma PS8, Sciforma PSNext
- Tenrox: Tenrox PPM
For additional information on migrations and trade-ups and for the most current list of eligible competitors
Trademarks
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| Offering information |
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Product information is available via the Offering Information Web site
Also, visit the Passport Advantage® Web site
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| Publications |
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No publications are shipped with this product.
The IBM Publications Center
The Publications Center is a worldwide central repository for IBM product publications and marketing material with a catalog of 70,000 items. Extensive search facilities are provided. Payment options for orders are via credit card (in the U.S.) or customer number for 50 countries. A large number of publications are available online in various file formats, and they can all be downloaded by all countries free of charge.
The IBM Publications Notification System (PNS)
PNS enables subscribers to set up profiles of interest by order number/product number. PNS subscribers automatically receive e-mail notifications of all new publications defined in their profiles. These may then be ordered/downloaded from the Publications Center.
The PNS site is available in English and Canadian French.
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| Technical information |
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Hardware requirements
Client:
- Pentium™ II (233 MHZ, or higher)
- 64 MB of memory
- 15 MB Disk Space
Server:
- Dual CPU, 2GB RAM (for 25 to 50 named users. Contact IBM for other configurations)
Software requirements
Client:
- Microsoft™ Windows™ 2000 or Windows XP
- Internet Explorer 5.5, or later,(includes JVM 5.00.3802, or later)
- Internet Access through phone line or network
- If using the project schedule import/export functionality, Microsoft Project 2000, 2002 or 2003
Server:
- Operating Systems: AIX® 5L, Windows XP/2000/2003, Solaris V8/V9, HP-UX V11, Red Hat Linux™ V9, SUSE Linux V8
- Databases: Oracle 9i or greater, DB2® V7.x on AIX 5L, Solaris V8/V9, HP-UX V11, Windows 2000/2003
- Application servers: WebSphere® V3.5/V4/V5, Apache Tomcat 4.1x, BEA WebLogic V7.0 or greater, JBoss V3.0, SunONE Application Server V7.x (iPlanet), Oracle 9.i Application Server
Planning information
Packaging
- 1 CD Rational® Portfolio Manager (for installation with Windows servers)
- 1 CD Rational Portfolio Manager (for installation with UNIX® servers)
Security, auditability, and control
The customer is responsible for evaluation, selection, and implementation of security features,
administrative procedures, and appropriate controls in application systems and communication
facilities.
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| Ordering information |
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This product is only available via Passport Advantage. It is not available as shrinkwrap.
Product information
Licensed Function function Product Product title group category Ratl Portfolio Change Rational Portfolio Mgr Console Management Manager Ratl Portfolio Change Rational Portfolio Mgr Management Manager Ratl Portfolio Change Rational Portfolio Mgr T and E Management Manager
Rational Portfolio Manager is a user product having one charge unit: Authorized User.
Passport Advantage program licenses
Part
Description number
Rational Portfolio Manager
Ratl Portfolio Mgr Time E01CULL
and Expense Auth Usr
ANNUAL SW MAINT RNWL
Ratl Portfolio Mgr Time D54P8LL
and Expense Comp
Auth User TRDUP
LIC+SW MAINT 12 months
Ratl Portfolio Mgr Time D5411LL
and Expense Auth Usr
LIC+SW MAINT 12 months
Ratl Portfolio Mgr Time & D5412LL
Expense Auth Usr SW MAINT
REINSTATE 12 MO
Ratl Portfolio Manager E01CSLL
Authorized User
ANNUAL SW MAINT RNWL
Ratl Portfolio Manager D54P6LL
Competitive Authorized User
TRDUP LIC+SW MAINT 12 months
Ratl Port Mgr from D54P9LL
Ratl Port Mgr
Console Auth User
TRDUP LIC+SW
MAINT 12 months
Ratl Portfolio Manager D540XLL
Authorized User
LIC+SW MAINT 12 months
Ratl Portfolio Manager D540YLL
Authorized User SW MAINT
REINSTATE 12 months
Ratl Portfolio Manager E01CTLL
Console Authorized
User ANNUAL SW
MAINT RNWL
Ratl Portfolio Mgr Console D54P7LL
Competitive Auth
User TRDUP LIC+SW
MAINT 12 months
Ratl Portfolio Manager D5410LL
Console Authorized
User SW MAINT
REINSTATE 12 months
Ratl Portfolio Manager D540ZLL
Console Authorized User
LIC+SW MAINT 12 months
Passport Advantage supply
Rational Portfolio Manager V6.0
Media Pack BT01DML
Multilingual(Japanese,
English U.S.) Windows 2000,
Windows Server
2003, Windows NT(TM),
AIX V5.x CD-ROM
Digital Disk --
ISO 9660 Standard V6.0
Passport Advantage customer: Media pack entitlement details
Customers with active maintenance or subscription for the products listed are entitled to receive the corresponding media pack.
Entitled
maintenance
offerings Media packs Part
description description number
Rational Portfolio Manager V6.0.0
IBM Rational Rational Portfolio BT01DML
Portfolio Manager Manager
Authorized User Multilingual (Japanese,
English U.S.) Windows
2000, Windows Server
2003, Windows NT, AIX
V5.x CD-ROM Digital
Disk -- ISO 9660
Standard
IBM Rational Rational Portfolio BT01DML
Portfolio Mgr Time Manager
and Expense Multilingual (Japanese,
Authorized User English U.S.) Windows
2000, Windows Server
2003, Windows NT, AIX
V5.x CD-ROM Digital
Disk -- ISO 9660
Standard
IBM Rational Rational Portfolio BT01DML
Portfolio Manager Manager
Console Authorized Multilingual (Japanese,
User English U.S.) Windows
2000, Windows Server
2003, Windows NT, AIX
V5.x CD-ROM Digital
Disk -- ISO 9660
Standard
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| Terms and conditions |
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This product is only available via Passport Advantage. It is not available as shrinkwrap.
Agreement: IBM International Program License Agreement. Proofs of Entitlement (PoE) are required for all authorized use.
Part number products only, offered outside of Passport Advantage, where applicable, are license only and do not include Software Maintenance.
License information form number: L-TPAD-64FPZ4
Limited warranty applies: Yes
Money-back guarantee: If for any reason you are dissatisfied with the program, return it within 30 days from the invoice date, to the party (either IBM or its reseller) from whom you acquired it, for a refund. This applies only to your first acquisition of the program.
Copy and use on home/portable computer: Yes
Volume orders (IVO): No
Passport Advantage applies: Yes and through the Passport Advantage Web site at
IBM operational support services — support line: No
iSeries™ software subscription applies:
No
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| Prices |
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Passport Advantage
For Passport Advantage information and charges, contact your IBM representative or authorized IBM Business Partner. Additional information is also available at
To order, contact the Americas Call Centers or your local IBM representative.
To identify your local IBM representative, call 1 800-IBM-4YOU (426-4968).
Trademarks
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