Basic Investment Planning Steps

To compare your enterprise’s contract (licensing) data to actual product usage, you must complete the following tasks.

1. Add information about software producers (companies that create software products) and software vendors (companies that sell software products).

Note:The software producer and the software vendor may be the same company, if your organization purchased the software product directly from the software producer.

2. Add software products to FlexNet Manager for Engineering Applications, then associate licensed features with the products.
3. Input contract data.
4. Create organizational structures, if necessary. See the FlexNet Manager for Engineering Applications 2021 R1 Reporting Guide for information about organizational structures.
5. Run data aggegation. See the FlexNet Manager for Engineering Applications 2021 R1 Reporting Guide for information about data aggregation.
6. Run reports to see product-based usage trends.
7. Compare the usage trends shown in the reports to the entitlements specified in your contracts to determine whether you are under- or over-licensing specific software products in your enterprise.
8. Run remixes to determine where your enterprise may be able to optimize licensing costs by purchasing licenses for a different mix of products.