Element search

The Element Search lets you find elements in your repository which are linked to Portfolio Manager.

Built-in searches

• All ‘Branched’ elements
• All ‘Planned’ elements
• All ‘Implemented’ elements. Note this is just the elements which have the ‘pmStatus’ tagged value set. Elements in your repository which are not aware of PM will not have this value set (even though they may be part of your ‘as-is’ model) and so will not appear in this list.
• All ‘Branched to retire’ elements
• All ‘Planned to retire’ elements

The search can also look for errors which will stop PM from working correctly.
These errors can occur because PM uses only elements and connectors – no special data or code – and those elements and connectors might get accidentally deleted by modelers. These search identify some of these situations.

Actions

• double-click on an element in the list to find it in the EA Project Browser
• select an element, and choose ‘Show Element Roadmap’ to see an element roadmap diagram for that element. This will let you view the error in more detail, and fix it.

Exception searches

• Elements not branched from latest version

  This is not necessarily an error, but it shows when, for example, you have an ‘as is’ element A, and a future planned change to that element, called Element A1. Other projects can now branch either Element A1, or Element A. Branching Element A1 is usually the right thing to do, but there may be cases where branching Element A is correct.
  Normal situation: an ‘as-is’ element, with a planned change (Element A1) and a branch from that.

Exceptionally, you might have branched from the old, ‘as is’ version (or some other earlier planned version): This is usually wrong. Element A* is branched from an old version, and this ‘Element search’ option will show you where this is happening.

The following are definitely errors, usually where someone has moved or deleted an element, or deleted a connector.

• Branched but no source.

  When you create a branch, a connector is created back to the ‘source’, as-is element:
  If this link is missing, then the element (Element B*) will appear in the list

• Branched but no project

  Branched elements need to be located under a <<project>>Package. Any which are not will appear in the list

• Planned but no source

  Same as ‘Branched but not source’ above, except there is a missing link between the source and planned elements.

• Planned but no project

  Planned items are linked to their project elements using a ‘delivers’ connector. Planned items which do not have this connector are listed.