Check Status Report Creation and Project Applications MOD009AHR

• Project Management Administration Special Functions Check Status Report Creation and Project Applications
• PLANTA portfolio Administration NEW Edit Approvals Check Status Report Creation and Project Applications

• In this module, released status reports, project applications, and NEW program applications, as well as projects without status reports, are displayed in the defined period.
• The release can be canceled.
• New status reports can be created automatically at the push of a button.

• In this module, status reports and project applications that have not yet been released and projects without status reports in the defined period are displayed.
• The release can be canceled.
• New status reports can be created automatically at the push of a button.

Project, Program, Proposal Status Reports: Cancel Release

• In the Project, program, proposal status reports: Cancel release area, released status reports and controlling reports of main projects, programs, and proposals are displayed.
• The release can be canceled.

Cancel approval

• Expand the tree structure of the respective object to display the existing released status reports.
• Cancel release
  • by clicking on the Cancel release button next to the respective status report, or
  • by right-clicking on the corresponding status report and selecting the Cancel release context menu command.

Notes

• The release can only be canceled for recently released status reports.
• If you try to cancel the release for another (older) report, the Cannot cancel release because a newer released status report exists message is displayed.
• If the release for the last released status report is canceled, the previous released status report automatically becomes the last released report. This means in particular, that if the release is canceled for a status report which was not the last to be released, you have to cancel the release one-by-one for all released status reports that have been released before the required one.
• The release for baseline status reports and controlling reports cannot be canceled.
• The release can neither be canceled for all status reports which were released before the baseline and before the controlling report.
• NEW The release cannot be canceled for project, program, proposal status reports which are already used in portfolio status reports.
• Only users with multi-project manager or multi-portfolio manager or multi-project/request manager rights can cancel the release for project, program, proposal status reports.

Project, Program, Proposal Status Reports: Cancel Release

• In the Project, program, proposal status reports: Cancel release area, released status reports and NEW controlling reports of main projects, programs, and proposals are displayed.
• The release can be canceled.

Cancel approval

• Expand the tree structure of the respective object to display the existing released status reports.
• Cancel release
  • by clicking on the Cancel release button next to the respective status report, or
  • by right-clicking on the corresponding status report and selecting the Cancel release context menu command.

Notes

• The release can only be canceled for recently released status reports.
• If you try to cancel the release for another (older) report, the Cannot cancel release because a newer released status report exists message is displayed.
• If the release for the last released status report is canceled, the previous released status report automatically becomes the last released report. This means in particular, that if the release is canceled for a status report which was not the last to be released, you have to cancel the release one-by-one for all released status reports that have been released before the required one.
• The release for baseline status reports and NEW controlling reports cannot be canceled.
• The release can neither be canceled for all status reports which were released before the baseline and before the controlling report.
• Only users with multi-project manager or multi-portfolio manager or multi-project/request manager rights can cancel the release for project, program, proposal status reports.

Project, Program, Proposal Status Reports: Cancel Release

• In the Project, program, proposal status reports: Cancel release area, released status reports of main projects, programs, and proposals are displayed.
• The release can be canceled.

Cancel approval

• Expand the tree structure of the respective object to display the existing released status reports.
• Cancel release
  • by clicking on the Cancel release button next to the respective status report, or
  • by right-clicking on the corresponding status report and selecting the Cancel release context menu command.

Notes

• The release can only be canceled for recently released status reports.
• If you try to cancel the release for another (older) report, the Cannot cancel release because a newer released status report exists message is displayed.
• If the release for the last released status report is canceled, the previous released status report automatically becomes the last released report. This means in particular, that if the release is canceled for a status report which was not the last to be released, you have to cancel the release one-by-one for all released status reports that have been released before the required one.
• The release cannot be canceled for baseline status reports.
• The release cannot be canceled for all status reports released before the baseline either.
• Only users with multi-project manager or multi-portfolio manager or multi-project/request manager rights can cancel the release for project, program, proposal status reports.

Status Report: Cancel Release

• In the Status reports: Cancel release area, released status reports of the main projects, programs, and proposals are displayed.
• The release can be canceled.

Cancel approval

• Expand the tree structure of the respective project to display the status reports that have been released.
• Cancel release
  • by clicking on the Cancel release button next to the respective status report, or
  • by right-clicking on the corresponding status report and selecting the Cancel release context menu command.

Notes

• The release can only be canceled for recently released status reports.
• If the release is to be canceled for another (older) report, the Cannot cancel approval since a newer approved status report exists.
• If the release of the last released status report is canceled, the previous status report automatically becomes the last released report.

Portfolio Status Reports: Cancel Release

• The procedure for canceling the release is identical to that in the Project, program, proposal status report: cancel release area.
• The release of portfolio status reports can only be canceled by users with multi-portfolio manager rights.

Program Application: Cancel Release

• The procedure in this area is identical to that in the Project applications: cancel release area.

Collective Creation of Status Reports

Information

• In the Collective creation of status reports area, you can
  • 1) check which of the projects for which the Status reports: Collective creation checkbox in the Project Core Data module is activated, have no status reports since a particular date.
  • 2) create a current status report for each project found in item 1 at once by clicking on the Create status report button.

For the respective procedure, see Collective Creation Status Reports.

Projects Without Reports in the Defined Period

• In the Projects without Reports in the Defined Period, ypu can
  • 1) check which of the projects for which the Status reports: Collective creation checkbox in the Project Core Data module is activated, have no status reports in the predefined period.
  • 2) create a current status report for each project found in item 1 at once by clicking on the Create status report button.

For the respective procedure, see Collective Creation Status Reports.

Projects Without Current Automatic Status Report

Information

• In the Projects without current automatic status report area, you can
  • 1) check which of the projects for which the Automatically create status reports in the Project Core Data module is activated have no status reports in the predefined period.
  • 2) create a current status report for each project found in item 1 at once by clicking on the Create status report button.

For the respective procedure, see Collective Creation Status Reports.