Import Data from Planning Space

The Planning Space Data Source enables you to import the following directly from Planning Space Applications:

  • Opportunity input data (time series and scalar)
  • Opportunity Attributes
  • Portfolio Selection Rules - Selection Constraints, Dependencies, and Groups (default or defined by variables)
  • Project Start Dates as Base Selections (either system start dates or customized with variables)

One scenario may be populated on import with selection constraints representing current opportunity timing.

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Configure the Data Source and Import

  1. On the Data Sources page, click + and Create Data Source and select Planning Space. A data source may also be copied or imported from another Portfolio.
  2. Complete the following fields:
    3. FieldDescription
    ApplicationChoose from: Dataflow 20.x, Economics, or Financials.
    NameData Source Name
    Data VersionSelect a Portfolio data version to populate (add / manage versions from the Data Versions page).
    Merge Metric InputsToggle on to merge new metric data with existing. Off will zero out existing input data prior to import.
    Data Source NamespaceAdd an import label to all Opportunities in the import. This is the highest level of namespace in imports.
    Opportunity NamespaceToggle the option to include Planning Space hierarchy paths as a namespace. This is the second level of namespace in imports, and is appended to Data Source Namespace if present.
    Apply Base Selections to ScenarioSelect a Scenario to set base selections from Project Start Dates (adjusted with variables if defined in mapping).
    Override Selection RulesIf Update Scenario Selections is active, this option will define the Selection Constraints for the above Scenario to the project start dates.
    Data Source LocationEnter the location url of the Planning Space tenant that you wish to connect to. A default location may be populated.
    CredentialsEnter your Planning Space username and password if needed.
  3. Click Connect.
  4. Specify the Planning Space Settings you require. These settings are applied globally for every Opportunity created in the import:
    1. Version (Dataflow only)
    2. Revision (Dataflow only) - choose to show inactive revision tags, if needed
    3. Currency Deck (Read-only in Dataflow)
    4. Currency
    5. Unit System
    6. Unit Scale
    7. Real/Nominal
  5. Once a connection is active, you will see a current list of Dataflow Documents or Economics/Financials Result Sets.
    1. Select one or more Dataflow Document Types and a Hierarchy Start Node, or
    2. Select a Run from one or more Economics or Financial Result Sets in the list. One run per Result Set is supported. Click Add Selected Results Set to add the selections to the list.
  6. Choose specific projects from the list on the right. Update Selections to accept. View the number of included projects below.
  7. For PS Economics or Financials, configure the grid selections:
    1. Partner: select the partner type from the list
    2. Include in Load: choose whether result sets from previous imports should be included in the current import
    3. Last Calculated: read-only information regarding the status of the result set in Planning Space
    4. Namespace: Add an import label to all Opportunities in the Result Set. This is the third level of Namespace in imports, and is appended after other Namespaces if present, I.e., Data Source/Opportunity/ResultSet.
  8. Click Mapping Template to configure the mapping template (see below).
  9. Click Import.

Economics/Financials - The Results Set Selection Panel

Economics or Financials data sources offer the available Result Sets in their folder structure. Use the filter search box to limit the items and quickly locate a specific run. Click the to target a specific node.

GIF demonstration. Click image to expand or minimize.

Dataflow - The Document Types and Hierarchy Start Node Panels

When a Dataflow connection is active, a Document Types and Hierarchy Start Node panel is displayed.

  1. Select one or more document types. Each document type included in the import will be created as a Portfolio Opportunity.
  2. Select a Hierarchy Start Node. All selected document types included in folders from the start node folders are included in the import. The expected number of documents is displayed once the selections are added to the Import.

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Configure the Mapping Template for a Planning Space Data Source

Outcomes (Dataflow only), Metrics, Attributes, Selection Rules, and Opportunity time normalization can be mapped to Planning Space Variables.

  • Input Metrics and Attributes can be auto-created from Planning Space variables. The Planning Space 'Display Name' is added as a metric or attribute name.
  • Unit labels may be imported with the metric name and data.

Outcomes Tab (Dataflow only)

A list of Dataflow Scenarios is displayed once a connection is active and a valid selection of Document Type and Start Node is selected.

  • Each selected Scenario will be included as an Outcome in Portfolio.

If a variable in Dataflow is used to capture Scenario Weight in any document templates, that variable can be mapped and will be used to determine Outcome Weights.

  • Without a mapped variable, all Scenarios are imported with weight = 1.0. These can be edited post-import.
  • If a variable is included in the mapping, matching Scenarios will use the weight, otherwise they are imported as 1.0 and can be edited post-import.

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Metrics and Attributes

The Metrics and Attributes tabs function the same way, allowing Planning Space variables to be mapped either to metrics or attributes in Portfolio. Mapping is achieved by populating the Destination Metric column.

  • Choose an existing Portfolio metric from the dropdown list in the Destination column OR
  • Use the three-dot menu to the left to map variables to the Planning Space Display or Variable name, or to remove the mapping.
  • Unit labels will be retrieved from Planning Space, but may be removed if the user does not want to import the unit label.
  • Multi-select variables and use the right-click menu to map in bulk.
  • New variables will be created in Portfolio upon import.

The filter checkboxes at the top help to narrow the selections and fix mapping errors:

  • In Result Sets will limit the list to those variables that are part of the selected result set(s).
  • Filter Display Names of a Metric will filter to variables with display names similar to existing Portfolio metrics.
  • Filter Mappings will display any variables that have existing mappings.
  • Filter Errors will show any previously created mappings where the source variable can no longer be located. If possible, Portfolio will offer to recover the mappings by looking for other Planning Space variables with the same name.

GIF demonstration. Click image to expand or minimize.

Rules Tab

Selection Constraints

Selection Constraints may be defined from Planning Space Variables of the appropriate types. Property variables should be used where possible (Dataflow), or force equality between all scenario variables (Economics / Financials). There may only be one set of Selection Constraint variables per opportunity. The following variables may be mapped:

  • Integer Only – Text
  • Total Minimum – Numeric
  • Total Maximum – Numeric
  • Total Instances Minimum – Numeric
  • Total Instances Maximum – Numeric
  • Time Period Minima – Periodic Numeric
  • Time Period Maxima – Periodic Numeric
The Time Period variables may be affected by normalization of data upon import, in the same manner as input periodic data:
  • Where Project Start Date = Portfolio Start Date, no shifting or truncation (date shown = final Selection Constraint date)
  • Where Project Start Date < Portfolio Start Date, truncation of prior time periods (date shown = final Selection Constraint date)
  • Where Project Start Date > Portfolio Start Date, Selection Constraint data will be shifted to the Portfolio start date.

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Selection Groups

Selection Groups can be constructed in Portfolio by importing components from Planning Space attribute variables.

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Selection Dependencies

Selection dependencies can be constructed in Portfolio by importing components from Planning Space attribute variables.

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  1. Select a Source Variable mapping for the Independent (Parent) Opportunity. A mapping in this field is required to initiate the dependency import.
  2. Select Source Variable mappings for Must/Must Not, Time Period Offset and Before/During/After.
  3. Either select Source Variable mappings for Active, Each Dependent and Needs Independent or override all Selection Dependencies with the same values by entering parameters as a Value. Where N/R represent the type of selection scaling: N = Instance, R = Interest

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