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

Portfolio Core Data MOD009CS4 New from DB 39.5.10

Access path

Information

  • In this module, the most important data and parameters of a portfolio are created and maintained.

Portfolio Header Data

Information

Create Header Data of a new Portfolio

From DB 39.5.14

Procedure
  • After you have clicked on the New portfolio button in the Portfolios module, the empty Portfolio module opens.
    • When the module is opened, the ID number for the new portfolio is generated automatically and displayed immediately.
  • In the Portfolio name field (here, the Please enter name dialog is displayed by default), you can name the portfolio as desired.
  • Define the manager of the portfolio in the Portfolio manager field.
    • NEW When the portfolio is created, the current user is entered as a manager by default.
  • Save.

Up to DB 39.5.14

Procedure
  • After you have clicked on the New portfolio button in the Portfolios module, the empty Portfolio module opens.
    • When the module is opened, the ID number for the new portfolio is generated automatically and displayed immediately.
  • In the Portfolio name field (here, the Please enter name dialog is displayed by default), you can name the portfolio as desired.
  • Define the manager of the portfolio in the Portfolio manager field.
  • Save.

Assign Images to Portfolio

Procedure
  • Click on the Insert/change image button in the image area.

Note

  • If no image has been selected explicitly for the portfolio, the image defined as default in the Administer Portfolio Images module is used.

Delete Portfolio

Procedure
  • Click on the Delete portfolio button in the portfolio header.
  • Confirm the Do you really want to delete this portfolio? message with Yes.

Authorization

Stakeholders

Information

Add stakeholder

From DB 39.5.12

  • Assign a new stakeholder to the portfolio
    • either via a dialog module
      • to do so, click on the Assign Stakeholder button.
    • or via listbox selection in the new record.
      • To do so, right-click on the Stakeholder area or on the record of an already assigned stakeholder.
      • Select Insert Stakeholder from the context menu.
      • Select stakeholder from the listbox in the new record.
  • Define the Role of the newly assigned stakeholder in the portfolio.
  • Enter a comment if necessary.
  • Save.

Up to DB 39.5.12

  • Assign a new stakeholder to the portfolio
    • either via a dialog module
      • To do so, click on the Assign Stakeholder button.
        • Mark the required persons in the Select Stakeholders module and click on the Copy marked objects button.
    • or via listbox selection in the new record.
      • To do so, right-click on the Stakeholder area or on the record of an already assigned stakeholder.
      • Select Insert Stakeholder from the context menu.
      • Select stakeholder from the listbox in the new record.
  • Define the Role of the newly assigned stakeholder in the portfolio.
  • Enter a comment if necessary.
  • Save.
  • Remove stakeholder

    • Mark the record of the required stakeholder.
    • Delete the record via the Delete button in the toolbar.

    Cost Type Groups

    Information
    • By activating/deactivating the Active in portfolio checkbox, the portfolio manager can define individually which cost type groups are relevant for his/her portfolio.
    • The selection made here influences the display of costs and effort in the Budget and Status modules.

    Quality Gates

    Information
    • In the Active template listbox of the Quality Gates area, a Quality Gate template is selected for the opened portfolio. It contains one or more defined quality gates which are copied to the planning objects of the portfolio and therefore serve to the portfolio manager as a controlling device for monitoring the progress of the planning objects.
    • The selected template is valid for all planning objects of the portfolio to which quality gates are copied.

    Details

    From DB 39.5.11

    Up to DB 39.5.11

  • Copying the templates to the planning objects is done
    • either automatically upon assignment of a planning object to the portfolio
    • or in the Quality Gates module.
  • Quality Gate templates are created in the Quality Gate Templates module.
  • Notes

    From DB 39.5.11

    • If the quality gate template has already been assigned to a planning object, it can no longer be exchanged throughout the portfolio or removed from the portfolio.
      • When trying to select a new template from the Active template listbox or delete the selected one, the following message is displayed: The selected template is used in one of the planning objects assigned to the portfolio. To select a new template, please delete the corresponding quality gates first.
    • NEW It is not possible to assign a template to a portfolio if at least one planning object is assigned to another portfolio which uses another template. A message with a list of the planning objects and portfolios in question is displayed.

    Up to DB 39.5.11

  • If the quality gate template has already been assigned to a planning object, it can no longer be exchanged throughout the portfolio.
    • When trying to select a new template from the Active template listbox or delete the selected one, the following message is displayed: The selected template is used in one of the planning objects assigned to the portfolio. To select a new template, please delete the corresponding quality gates first.
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