Investment definition Reference Model data input output
The Investment definition represents a primary location (along with System Application) for Reference Model data input. Investment, as used in iRMA, corresponds to an OMB Exhibit 300 and it captures data that is specific to an E300.
In this section of the tutorial, you will:
▪review the data input tabs, and pages for the Investment Definition
▪populate the Investment definition using manual and automated data entry
▪learn how to create new data inputs, or use previously input data values.
Investment definition
1 In the Encyclopedia Explorer, right mouse click Definitions, and select New.
2 Scroll to and select Investment, and click Ok.
3 Name the Dictionary Object “Investment A”, and then click Ok.
The Investment Definition is composed of five data input tabs (not including Reference Documents and Access Data which are common to all definition).
Note If only two tabs are displayed (Introduction and Access Data), instead of six, you must configure iRMA property in System Architect before proceeding.
Introduction tab, Page 1 of 2, shows the Investment’s description, the type of IT Initiative (see the Exhibit 53 instructions for descriptions).
4 Navigate to page 2 by clicking on the arrow head under the Agency Functions tab.
This tab enables capturing the Organization(s) that own the investment. The Organizational Unit has Investments matrix is used for input, the Unique Project Identifier. UPI Code (you create a UPI code in the next section of this tutorial), and the Type of IT Portfolio that the Investment is part of.
5 Click the Agency Functions tab.
Agency Functions are Operational Activity Definitions, which represent inputs, using the Investments supported by Business Functions in the Agency matrix.
6 Click the BRM tab.
This tab describes the primary BRM Sub-Function that the Investment supports. This is an important Exhibit 300 input since it is the basis of OMB’s cross-agency analysis for identifying inter-agency functional overlaps and gaps.
7 Click the Primary Sub-Function Choices button.
The Select and Drag window appears, highlighting all the BRM Sub-Functions (see Image Below), that were imported when you imported the FEA_XML_Doc_Rev_2.3.xml file into System Architect.
If you do not see the BRM Sub-Functions in the Select and Drag window, it means that you have not imported the FEA_XML_Doc_Rev_2.3.xml. Go back to Importing the OMB reference models.
8 Click the Accounting sub-function, and press P. This brings you to the Payment Sub-Function.
9 Drag and drop the Payments Sub-Function into the Primary Sub-Function field, as shown below.
If the Primary Sub-Function belongs to the Services to Citizen's Business Area, then OMB requires that the Mode of Delivery also be specified; if the Primary Sub-Function belongs to any other business area, then this field should be blank. The Mode of Delivery fields is dragged and dropped from the existing definitions from the Choices button if it applies.
10 Navigate to the second BRM window by clicking on the arrow head under the Agency Functions tab.
This tab describes the Secondary Sub-Functions that are supported by the Investment and the corresponding System.
Note In FY2005, OMB allowed unlimited Sub-functions to be mapped; for FY06 OMB is requiring no more than three (3) secondary sub-functions be entered. Sub-Functions are also input for the Investment's Systems, which could be a potential for inconsistency if not carefully inserted.
11 Click Choices button to open the Select and Drag window consisting of the BRM Sub Functions.
12 Click the Accounting sub-function. Ctrl+click Budget and Finance and Capital Planning from the Select and Drag window. You should now have 3 sub-functions selected.
13 Drag and drop the 3 sub-functions under the name field, as shown below.
14 Click the PRM tab.
This tab enables adding the MMIs (Measured By Measurement Indicators) that the Investment (and corresponding System) impact or are measured by. In the next section of this tutorial, you will create a performance measure, and link it to this Investment definition.
As with the BRM, note that MMIs are also input for the Investment’s Systems, that there is the potential for inconsistency. MMIs should be created first and then dragged and dropped into this tab from Choices.
15 Click the Funding tab.
Note The Funding tab shows the Agency/Department Account that is funding the investment. This is the number for the account that funds this project. Ideally these numbers are entered as definitions by the appropriate source in the Agency Finance and Accounting function and be dragged and dropped from Choices.
