Set Model Targets to Visualize Constraints, Optimize Benefits, and Fine-Tune Goals

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In this article, you will learn how to use the Targets feature in the OnePlan Portfolio Modeler to set and fine-tune strategic goals while instantly visualizing how your plans measure up.

Planning smarter starts with clarity, and the OnePlan Portfolio Modeler Targets feature delivers just that. With constraint and benefit highlighting, you can quickly spot issues and opportunities. Plus, target adjustments let you easily refine constraint and benefit thresholds directly within the Modeler, making scenario planning more flexible and efficient.

See How It Works

Watch this short video to see the Targets feature in action.

Try It Yourself

Step 1: Enter Your Targets

  1. Click Targets in the Modeler toolbar. The Set Targets form will open. The Set Targets form contains the constraint and benefits fields you selected in Model configuration.

    Open_the_Set_Targets_Form_in_the_Modeler.png

  2. Enter your constraint and benefits target values. A common example is using Budget and Committed Effort as constraint targets, and Benefits as benefits target. Of course, your constraints and benefits may be different. For this example, I will enter the following:

    • Budget target: $4,000,000

    • Committed Effort target: 25,000 hours

    • Benefits target: $10,000,000

    Set_Targets_and_Apply.png

  3. Click Apply Targets. The set target values will apply to the Model. Right away, you will see helpful highlights in the List view of your Model to help you begin your analysis and create effective what-if scenarios.

    Conditional_Highlighting_Applied_to_the_List_View.png

    Note

    The targets you set using the Set Targets form will also apply to the Analyze panel, where you can compare your different what-if scenarios. Click here to learn more about the Ananyze panel.

Step 2: Review Highlights in the List View

After applying your constraint and benefits targets, conditional highlighting will apply to the Model List view.

If a plan causes you to go over your set constraint limits, it will show up in red. If it helps achieve your benefit targets, it’ll appear green.

Hover over a highlighted field to see its underlying logic.

This makes it super easy to find problems and spot great opportunities at a glance. You can use this information to determine which plans you want to keep in your Model and which to remove.

Highlighting_Applied_in_Modeler_List.png

Step 3: Analyze the Model, Adjust Your Targets, Create and Save a Scenario

At any point, you can click Targets and adjust your constraint and benefits targets.

Once you are happy with your targets, you will want to Create and Save a Model Scenario.

Note

You must save a scenario to retain your target values.

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