Specify modelling properties

The properties you select from your baseline dataset are used to define positions in the ‘to-be’ organization. For example, if you select a geographic property, a position’s location can be changed using this property.



You may not need to use all the listed options and any you don’t need can be left blank. Best practice is to include only the properties needed to define positions in the organization:  a greater number of properties increases the task of specifying positions when conducting the assignment.

There are three types of modelling properties:

• Labels: The ‘Position Label’ is used to label positions. By default, this is the label assigned for the selected dataset.
• Organizational properties: Properties which define positions in the organization: the function it belongs to, its geographic location, the business unit it is part of and the grade level.
  • The ‘Primary Property’ is used to provide sub-group data in the impact analysis section of the assignment (see example below). You can select either one of your modelling properties or an organizational level. Level 2 is often selected as this typically provides subgroup analysis for each executive team member’s reporting line.
• Size and Cost Properties: In addition to being used for modelling (e.g., changing a position by changing its cost, or changing the FTE allocation from 0.5 to 1.0) these properties are used to report the total size and cost of the organization
  • Including a cost property is recommended so the financial impact of modelling actions can be analysed (i.e., the impact positions being added or removed)
  • By default, the size of the organization is reported in headcount (the number of positions). You can choose to use FTE if an FTE property is included in your selected dataset.

Example showing Level 2 as the Primary Property

The next step is to Set allowed values .