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

Portfolio Status Report MOD009C17 New from DB 39.5.0

Access path

From DB 39.5.10

Up to DB 39.5.10

  • Portfolio Management Portfolio--> Portfolio Overview --> Click on the ID of a portfolio Portfolio Status Reports Click on the Portfolio Status Reports tab Portfolio Status Reports Click on the ID of a portfolio status report Portfolio Status Report
  • Portfolio Management Portfolio--> Portfolio Overview --> Click on the ID of a portfolio Portfolio Status Reports Click on the Portfolio Status Reports tab Portfolio Status Reports Click on the Create status report button Portfolio Status Report
  • Information

    • In this module, you can
      • view the data of the selected status report of the selected portfolio.
      • release and delete newly created reports as monthly reports.
      • output portfolio reports as a PDF.

    Details

    • In the Portfolio Status Report module, the data frozen in the selected status report is displayed structured in two areas.
      • PM estimate
        • manual estimates of the portfolio manager on different factors like, e.g., costs, dates, etc., as well as
        • summarized status report data of those assigned planning objects for which the PSR checkbox has been activated at the time of creation of the portfolio status report.
      • Assignments
        • The planning objects assigned to the portfolio at the time of creation of the portfolio status report with the respective status reports the data of which form the basis of the selected portfolio status report.

    Release Portfolio-Status Report as a Monthly Report

    Procedure
    • Click on the Release as monthly report button.
    • Confirm the Status report cannot be changed after it has been released. Continue? dialog message with Yes.
    • As a result, the status report becomes a monthly report

    Notes

    Delete Portfolio Status Report

    Procedure
    • Click on the Delete button.
    • Confirm the Do you really want to delete this data? message with Yes.
    • The status report is deleted.

    Notes

    Print Portfolio Status Report as a PDF

    From DB 39.5.10

    Output portfolio status report as a PDF
    • Click on the Create PDF button.
    • Answer the Are the planning objects to be included in the PDF? message with Yes or No.
      • No The PDF document does not contain any details on the planning objects but only the information summarized in the portfolio.
      • Yes: The PDF document additionally contains compact variants of the status reports of each planning object assigned to the portfolio.

    Up to DB 39.5.10

    Output portfolio status report as a PDF with individual planning object reports
    • Click on the Report as PDF (with Planning Object Reports) button.
    Output portfolio status report as a PDF without individual planning object reports
    • Click on the Report as PDF (without Planning Object Reports) button.

    Technical details

    • In the PDF version of the portfolio status report, the information from the portfolio is summarized concisely.
    • If the Are the planning objects to be contained in the PDF? has been answered with No, only the information from the Portfolio Status Report module is visualized.
    • If the message has been answered with Yes, concise variants of the status reports of each planning object assigned to the portfolio are visualized.
      • The information stems from the indirect Project Status Report Compact MOD009C1F module, in which information on the individual planning objects is summarized. More information on indirect modules
        • First the basic information of the planning object is displayed, like, e.g., name, manager ID, and status of the status report from which the data stems.
        • The description stems from the core data module of the respective planning object.
        • The information on costs and effort stems from the status report of the respective planning object.
        • The milestone graphic stems from the dashboard of the respective project.

    Topic attachments
    I Attachment History Size Date Comment
    Pngpng DaumenhochSymbol.PNG r1 0.4 K 2014-05-28 - 07:46  
    Pngpng DaumennachuntenSymbol.PNG r1 0.5 K 2014-05-28 - 07:51  
    Pngpng DaumenrechtsSymbol.PNG r1 0.4 K 2014-05-28 - 07:50  
    Pngpng Einschaetzungen.PNG r2 r1 11.0 K 2014-05-28 - 09:09  
    Pngpng EinschaetzungenBereiche.PNG r1 17.8 K 2014-05-28 - 09:22  
    Pngpng Zuordnungen.PNG r1 7.2 K 2014-05-28 - 10:52  

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