IBM Rational Portfolio Manager helps enterprises align IT with business objectives

IBM United States Software Announcement 204-290
November 30, 2004

 

 ENUS204-290.PDF (29KB)

Table of contents   Document options  
TOC link At a glance TOC link Publications
TOC link Overview TOC link Technical information
TOC link Key prerequisites TOC link Ordering information
TOC link Planned availability dates TOC link Terms and conditions
TOC link Description TOC link Prices
TOC link Offering information  
 
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At a glance

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

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

Refer to the Hardware requirements and Software requirements sections.
 
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Planned availability dates
  • December 3, 2004: Electronic software delivery
  • December 17, 2004: Media and documentation

 
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Description

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

 
Perform is a trademark of International Business Machines Corporation in the United States or other countries or both.
 
Rational and Rational Unified Process are registered trademarks of International Business Machines Corporation in the United States or other countries or both.
 
Microsoft is a trademark of Microsoft Corporation.
 
Other company, product, and service names may be trademarks or service marks of others.

 
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Offering information

Product information is available via the Offering Information Web site

Also, visit the Passport Advantage® Web site


 
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Publications

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

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

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

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

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

 
iSeries is a trademark of International Business Machines Corporation in the United States or other countries or both.
 
Passport Advantage, AIX, DB2, WebSphere, and Rational are registered trademarks of International Business Machines Corporation in the United States or other countries or both.
 
Pentium is a trademark of Intel Corporation.
 
Windows, Microsoft, and Windows NT are trademarks of Microsoft Corporation.
 
UNIX is a registered trademark of the Open Company in the United States and other countries.
 
Linux is a trademark of Linus Torvalds in the United States, other countries or both
 
Other company, product, and service names may be trademarks or service marks of others.

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