The documentation from version 39.5.17 of PLANTA project can be found in the new PLANTA Online Help.
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Dashboard MOD0099JT

Access path

Information

  • This module acts as a kind of message center for changes made to the project. The latest project information is displayed here.
  • It is a plain output module, i.e., data cannot be changed.
  • The module is empty when a project is created. It is filled with data during project planning and editing.

Note

  • If the module described here is opened in the program and at the same time you make changes to another module of the project panel which have an influence on the data in the module described here and save them (or if another user has done so), the Refresh button will be displayed in the lower left corner of this module. Click on this button in order to refresh the displayed data.

Process Status

Information

  • When a process model has been selected in the Process Status module, the process bar, which includes all defined phases of the selected module, is displayed at the top of the module.
    • Completed phases are displayed in gray font.
    • The phase the process steps of which are currently in process is highlighted in color (bold white font).
    • Future phases are displayed in black font.
    • By clicking on a completed or current phase, you can switch to the Process Status module. The cursor automatically jumps to the phase that is clicked on. As a result, the phase is highlighted.

Status

Information

  • In the status bar, the project manager’s estimate as well as the project status calculated by the program from the current planning (upper line) and from the active (last released) status report (lower line) are displayed.
    • The estimate of the project manager is visualized by a thumb symbol.
    • The project status calculated by the program is visualized by a triangle shaped traffic light.
      • red: costs/effort overrun by more than 5% or delay of more than 5 days
      • yellow: costs/effort overrun by more than 5% or delay of more than 5 days
      • green: costs/effort not overrun or no delay
  • Below the status bar, all master milestones of the project are displayed in a graphic.
    • The y axis contains three planning states:
      • Current status
      • Status from the active (last released) status report
      • Status from the baseline status report
    • The x axis displays the entire project duration
      • Start = earliest calculated start date of the three planning states on the y axis
      • End = latest calculated end date of the three planning states on the y axis
    • Diamonds are tasks that are defined as master milestones.
      • In the middle of each diamond, the WBS code is displayed.
        • If no WBS code has been generated yet, the technical ID of the task will be displayed.
      • Diamonds of completed tasks are or will be colored in dark gray.
      • For the task name, refer to the legend below the graphic.
      • If you left-click on a hash, this hash and all other hashes of the same task are enlarged for comparison purposes.
    • The 'today' line is visualized by a black bar in the graphic.
      • Half of the graphic up to the 'today' line is colored in light gray.

Details

From DB 39.5.7

  • The graphic is only displayed if the following requirements are met:
    • The selected planning object is active (has status=1) or NEW archived (status = 9).
      • NEW For archived planning objects, only the data from the baseline and the active status report are displayed.
    • Master milestones are available in the schedule.
    • The master milestones are scheduled (a date scheduling was carried out after planning of the master milestones).
    • Each master milestone has a name.
  • If one of these requirements is not met, a note is displayed which informs you that the chart data is not available and gives you the reason for this.

Up to DB 39.5.7

  • The graphic is only displayed if the following requirements are met:
    • The current planning project is active (has status=1).
    • Master milestones are available in the schedule.
    • The master milestones are scheduled (a date scheduling was carried out after planning of the master milestones).
    • Each master milestone has a name.
  • If one of these requirements is not met, a note is displayed which informs you that the chart data is not available and gives you the reason for this.

    • Deviations

    Information

    From DB 39.5.13

    • This area provides deviation information on budget, cost, and effort data of the project.
      • In the header, absolute numbers, as well as different deviation data, are displayed graphically (in %). These values are values from the current planning.
      • The Cost Trend Analysis or Effort Trend Analysis links lead to the modules of the same name.
      • In the Cost deviation and Effort deviation subareas, tasks are displayed with the cost and effort deviations from the current planning compared to those from the active (last released) status report.
        • Each record has a traffic light which either switches to red (high deviation) or to yellow (low deviation), so you can see at first sight in which tasks the deviation is too high.
        • Via the Edit task context menu command, you can switch to the Task module in which the task data can be viewed and edited.
      • In the Additional effort forecast subarea, the effort forecasts sent from the Work Reporting module is displayed.
        • After the Read checkbox has been activated, the forecast is hidden. The read forecast can be viewed in the Info items read area of the Info module.

    From DB 39.5.12

  • This area provides deviation information on budget, cost, and effort data of the project.
    • In the header, absolute numbers, as well as different deviation data, are displayed graphically (in %). These values are values from the current planning.
    • The NEW Cost Trend Analysis or Effort Trend Analysis links lead to the modules of the same name.
    • In the Cost deviation and Effort deviation subareas, tasks are displayed with the cost and effort deviations from the current planning compared to those from the active (last released) status report.
      • Each record has a traffic light which either switches to red (high deviation) or to yellow (low deviation), so you can see at first sight in which tasks the deviation is too high.
      • Via the Edit task context menu command, you can switch to the Task module in which the task data can be viewed and edited.
    • In the Additional effort forecast subarea, the sent effort forecast from the Work Reporting module is displayed.
      • After the Read checkbox has been activated, the forecast is hidden. The read forecast can be viewed in the Info items read area of the Info module.

    • Up to DB 39.5.12

  • This area provides deviation information on budget, cost, and effort data of the project.
    • In the header, absolute numbers, as well as different deviation data, are displayed graphically (in %). These values are values from the current planning.
    • The two Reporting links either lead to the Cost Trend Analysis or to the Effort Trend Analysis module.
    • In the Cost deviation and Effort deviation subareas, tasks are displayed with the cost and effort deviations from the current planning compared to those from the active (last released) status report.
      • Each record has a traffic light which either switches to red (high deviation) or to yellow (low deviation), so you can see at first sight in which tasks the deviation is too high.
      • Via the Edit task context menu command, you can switch to the Task module in which the task data can be viewed and edited.
    • In the Additional effort forecast subarea, the sent effort forecast from the Work Reporting module is displayed.
      • After the Read checkbox has been activated, the forecast is hidden. The read forecast can be viewed in the Info items read area of the Info module.

    • From DB 39.5.0

    Activities

    NEW In this area, no functional changes but only renamings have been made: the area itself has been renamed from Todo items to Activities and the Open items activity type has been renamed Todo items.

    Information

    • The Activities area provides a compact overview of all open activities in the project.
    • Activities include tasks, todo items, process steps, risk and opportunity measures and change applications.
    • For each activity type, the number of activities is specified by date status (today, delayed, future, without date).
      • On the number, a link is stored via which you can switch to the respective editing module in which the affected activity records are highlighted (marked).
      • If necessary, data can be changed in these modules.

    Technical details of the parameters on which the date status calculation is based.

    • Task:
    • Todo item: Date
    • Process step: Date
    • Opportunity measure: Date
    • Risk measures Date
    • Change request: Requested on
      • Since the Requested on date can never lie in the past, there can be no entries in the In the future column.

    Up to DB 39.5.0

    Tasks

    Information

    • The Tasks area provides a compact overview of all open project tasks.
    • Todo items are project tasks, open items, process steps, risk measures, and change requests.
    • Tasks are divided in the following areas:
      • today
      • late
      • future
      • without date
    • By clicking on the required link, you switch to the corresponding module in which the records in question are highlighted (marked).
    • If necessary, data can be changed in these modules.

    Info

    Information

    From DB 39.5.13

    • In the Info area,
      • messages are displayed that were sent to the current user by another stakeholder and that affect the selected project.
        • In this area, only unread messages are displayed.
        • After activating the Read checkbox, the messages are hidden. Read messages can be viewed in the Info items read area of the Info module. The Info module is a central board for creating, sending, receiving, and administrating messages.
      • Pin board entries, notes, and documents which have been collected in the Documents module and that affect the current project, are displayed.
        • For notes and documents you have to consider that only those are displayed in the Documents module, for which the Type parameter (Type for documents and Type for notes) has been set to 1 (display in the Dashboard).
        • After activating the Completed checkbox, pin board entries, notes, and documents are hidden. Completed entries can be viewed in the All elements and Completed Elements variants of the Documents module.

    Notes

    • The Info area is only displayed if at least one of the subareas contains at least one entry, or if there is at least one new or unread message for the current user for the selected project.

    Up to DB 39.5.13

  • In the Info area,
    • messages are displayed that were sent to the current user by another stakeholder and that affect the current project.
      • In this area, only unread messages are displayed.
      • After activating the Read checkbox, the messages are hidden. Read messages can be viewed in the Info items read area of the Info module.
      • The Info module is a central board for creating, sending, receiving, and administrating messages.
    • Pin board entries, notes, and documents which have been collected in the Documents module and that affect the current project, are displayed.
      • For notes and documents you have to consider that only those are displayed in the Documents module, for which the Type parameter (Type for documents and Type for notes) has been set to 1 (display in the Dashboard).
      • After activating the Completed checkbox, pin board entries, notes, and documents are hidden. Completed entries can be viewed in the All elements and Completed Elements variants of the Documents module.

    • Notes

    • The Info area is only displayed if at least one of the subareas contains at least one entry, or if there is at least one new or unread message for the current user for the selected project.

    New from DB 39.5.7

    Watchlist

    Information
    • In the This project is in the watchlist of area, persons are listed who assigned the current project for monitoring reasons to their own watchlist via the My Watchlist module.
      • The area is only displayed if it contains data.

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