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Program Core Data MOD009C8V New from DB 39.5.0

Access path

Information

  • In this module, the most important data and parameters of a program are created and maintained.
  • Data can be displayed or changed depending on the rights of the logged-on user.
  • The Program Core Data module is opened by default when a program is created.

Program Header Data

Create Program

Procedure

  • The creation procedure can be started via the New program link in the user menu.
  • As a result, the empty Project Core Data module is opened and in the project header, the functional ID is generated automatically.
  • Enter the Program name in the field next to the ID (here, the Please enter a name dialog is displayed by default).
  • Save.
  • Thus, the framework of the program is created.
    • You are advised to define the basic data and key dates of the project at the same time. Other entries may be added at a later point in time if required.

Authorizations

Change Functional ID

Information

  • PLANTA project distinguishes between functional ID and technical ID.
    • They are both generated automatically when a project, proposal, idea, or program is created and are equal at that point.
    • The functional ID is visible in various modules and can be changed if required for certain reasons.
    • The technical ID must not be changed. It is not visible in the module and remains unchanged even if the functional ID is changed.

Change functional ID

  • In the header bar area (in the Subprojects module in the box of the required subproject), click on the button with a pen on the right hand side.
  • The Do you really want to change the functional ID system wide? dialog message is displayed.
  • Confirm it with Yes.
  • A dialog window containing an input field is opened.
    • Enter the new ID here.
      • The functional ID needs to be defined uniquely in the system. If you enter an already existing ID and click outside the field, the The required object ID is already being used message is displayed and the value is reset.
      • In the Global Settings module, you can set whether the functional ID is to be changed globally (e.g. in existing status reports) via the change_project_functional_global parameter. If you have selected value "1", the change is applied globally.

Attention

Delete Program

Procedure

  • Click on the Delete planning object button in the header area.
  • The Delete module, in which the program can be deleted, is opened.

Rights to delete

New from DB 39.5.14

Mark Program as a “Favorite”

Information
  • Programs which are marked as favorites are displayed in the user menu of the logged-on user at the top of the Favorites area, which enables you to access these programs more quickly from the user menu without navigation.

Procedure

  • Click on the blue star symbol directly next to the header bar. The star turns yellow and the program is thus turned into a favorite.

Basic Data

Information

Key Dates

Information

Details

  • You can select one of the program milestones from the Main milestone listbox as the program main milestone.
  • Via the Schedule with gates checkbox, you can define whether gates are displayed in the Schedule of the program.

Descriptive Data

Information

  • In the Descriptive data area, further information on the program can be entered in the continuous text fields.

From DB 39.5.14

Stakeholders

Information
  • In this area, stakeholders of the program can be defined and categorized simultaneously.
  • Absence data of the corresponding employees can be viewed.
  • Information can be sent to stakeholders.
  • NEW When a program is created, the manager of the program is automatically added as a stakeholder. In the Comment field this is indicated by the Taken from manager field note.
    • If the program manager is changed, a query is displayed, whether the respective stakeholder is to be replaced or newly added additively.

Create Stakeholders

Assign stakeholder

  • Click on the Assign Stakeholder button in the Stakeholder caption line.
  • The To which category do you want to assign stakeholders? query is displayed.
    • In the dialog window, categories are offered that exist in the Project team categories listbox category in the Miscellaneous Listbox Values module.
  • Click on the button of the required category.
  • The dialog module for stakeholder selection is opened.
    • Select the required stakeholders in this module and copy them to the previously selected category by clicking on the respective button.
  • Define the role of the stakeholder in the project via the listbox of the same name ( do not confuse with the user/PLANTA roles).
  • Define stakeholder rights for the program by activating or deactivating the Modification rights checkbox:
Interactions with other modules
  • Planning objects the user is a stakeholder of are automatically displayed after the user has logged on to the program in the My Planning Objects module in the Stakeholder with Modification Rights (if the Modification rights checkbox is activated) and Stakeholder without Modification Rights (if the Modification rights checkbox is deactivated) categories.

Assign further stakeholders individually

  • Right-click on the required category or on an already assigned stakeholder and select the Insert Stakeholder command from the context menu. A new stakeholder record is inserted.
  • Select the required stakeholder from the Stakeholder name listbox and save.
  • Define further parameters as described in the procedure above.

Functions on Stakeholders

Information
  • By right-clicking on the required stakeholder and selecting one of the commands of the same name contained in the context menu, the following actions can be carried out for stakeholders:
    • Display absence: The Absence module is opened including the absence of the corresponding stakeholder.
    • Send info : As a result, you switch to the Send Info module where the message for the corresponding stakeholder can be written and sent.

From DB 39.5.13

Stakeholders

Information
  • In this area, stakeholders of the program can be defined and categorized simultaneously.
  • Absence data of the corresponding employees can be viewed.
  • Information can be sent to stakeholders.

Create Stakeholders

Assign stakeholder

  • Click on the Assign Stakeholder button in the Stakeholder caption line.
  • The To which category do you want to assign stakeholders? query is displayed.
    • In the dialog window, categories are offered that exist in the Project team categories listbox category in the Miscellaneous Listbox Values module.
  • Click on the button of the required category.
  • The dialog module for stakeholder selection is opened.
    • Select the required stakeholders in this module and copy them to the previously selected category by clicking on the respective button.
  • Define the role of the stakeholder in the project via the listbox of the same name ( do not confuse with the user/PLANTA roles).
  • Define in the Info via field whether the respective person is allowed to receive program information. If so, define the inbox type.
    • If the multi-project manager is to receive information on the program as well, he/she must be assigned to the project as a stakeholder and the inbox type must be defined for him/her.
  • Define stakeholder rights for the program by activating or deactivating the Modification rights checkbox:
Interactions with other modules
  • Planning objects the user is a stakeholder of are automatically displayed after the user has logged on to the program in the My Planning Objects module in the Stakeholder with Modification Rights (if the Modification rights checkbox is activated) and Stakeholder without Modification Rights (if the Modification rights checkbox is deactivated) categories.

Assign further stakeholders individually

  • Right-click on the required category or on an already assigned stakeholder and select the Insert Stakeholder command from the context menu. A new stakeholder record is inserted.
  • Select the required stakeholder from the Stakeholder name listbox and save.
  • Define further parameters as described in the procedure above.

Functions on Stakeholders

Information
  • By right-clicking on the required stakeholder and selecting one of the commands of the same name contained in the context menu, the following actions can be carried out for stakeholders:
    • Display absence: The Absence module is opened including the absence of the corresponding stakeholder.
    • Send info : As a result, you switch to the Send Info module where the message for the corresponding stakeholder can be written and sent.

From DB 39.5.12

Stakeholders

Information
  • In this area, stakeholders of the program can be defined and categorized simultaneously.
  • Absence data of the corresponding employees can be viewed.
  • Information can be sent to stakeholders.

Create Stakeholders

Assign stakeholder

  • Click on the Assign Stakeholder button in the Stakeholder caption line.
  • The To which category do you want to assign stakeholders? query is displayed.
    • In the dialog window, categories are offered that exist in the Project team categories listbox category in the Miscellaneous Listbox Values module.
  • Click on the button of the required category.
  • The dialog module for stakeholder selection NEW is opened.
    • Select the required stakeholders in this module and copy them to the previously selected category by clicking on the respective button.
  • Define the role of the stakeholder in the project via the listbox of the same name ( do not confuse with the user/PLANTA roles).
  • Define in the Info via field whether the appropriate person is allowed to receive program information. If so, define the info type.
    • If the multi-project manager is to receive information on the program as well, he/she must be defined as a stakeholder and the inbox type must be defined for him/her.
  • Define stakeholder rights for the program by activating or deactivating the Modification rights checkbox:
Interactions with other modules
  • Planning objects the user is a stakeholder of are automatically displayed after the user has logged on to the program in the My Planning Objects module in the Stakeholder with Modification Rights (if the Modification rights checkbox is activated) and Stakeholder without Modification Rights (if the Modification rights checkbox is deactivated) categories.

Assign further stakeholders individually

  • Right-click on the required category or on an already assigned stakeholder and select the Insert Stakeholder command from the context menu. A new stakeholder record is inserted.
  • Select the required stakeholder from the Stakeholder name listbox and save.
  • Define further parameters as described in the procedure above.

Generate team from schedule

  • It is possible to create resources which are already scheduled for projects assigned to the program as program stakeholders at once (Schedule module).
    • To do so, click on the Generate team from schedule button and select the required category in the message displayed.
      • Only those schedule resources the persons of which possess the Stakeholder person attributes and have not yet left the company are assigned as stakeholders.

Functions on Stakeholders

Information
  • By right-clicking on the required stakeholder and selecting one of the commands of the same name contained in the context menu, the following actions can be carried out for stakeholders:
    • Display absence: The Absence module is opened including the absence of the corresponding stakeholder.
    • Send info : As a result, you switch to the Send Info module where the message for the corresponding stakeholder can be written and sent.

From DB 39.5.9

Stakeholders

Information
  • In this area, stakeholders of the program can be defined and categorized simultaneously.
  • Absence data of the corresponding employees can be viewed.
  • Information can be sent to stakeholders.

Create Stakeholders

Assign stakeholder

  • Click on the Assign Stakeholder button in the Stakeholder caption line.
  • The To which category do you want to assign stakeholders? query is displayed.
    • In the dialog window, categories are offered that exist in the Project team categories listbox category in the Miscellaneous Listbox Values module.
  • Click on the button of the required category.
  • The dialog module for stakeholder selection is opened.
    • Mark the required stakeholders in this module and copy them to the previously selected category by clicking on the respective button.
  • Define the role of the stakeholder in the project via the listbox of the same name ( do not confuse with the user/PLANTA roles).
  • Define in the Info via field whether the appropriate person is allowed to receive program information. If so, define the info type.
    • If the multi-project manager is to receive information on the program as well, he/she must be defined as a stakeholder and the inbox type must be defined for him/her.
  • Define stakeholder rights for the program by activating or deactivating the Modification rights checkbox:
Interactions with other modules
  • Planning objects the user is a stakeholder of are automatically displayed after the user has logged on to the program in the My Planning Objects module in the Stakeholder with Modification Rights (if the Modification rights checkbox is activated) and Stakeholder without Modification Rights (if the Modification rights checkbox is deactivated) categories.

Assign further stakeholders individually

  • Right-click on the required category or on an already assigned stakeholder and select the Insert Stakeholder command from the context menu. A new stakeholder record is inserted.
  • Select the required stakeholder from the Stakeholder name listbox and save.
  • Define further parameters as described in the procedure above.

Generate team from schedule NEW

  • It is possible to create resources which are already scheduled for projects contained in the program as program stakeholders at once (Schedule module).
    • To do so, click on the Generate team from schedule button in the caption line and select the required category in the displayed message.
      • Only Schedule resources the persons of which possess the Stakeholder person attributes and have not yet left the company are assigned as stakeholders.

Functions on Stakeholders

Information
  • By right-clicking on the required stakeholder and selecting one of the commands of the same name contained in the context menu, the following actions can be carried out for stakeholders:
    • Display absence: The Absence module is opened including the absence of the corresponding stakeholder.
    • Send info : As a result, you switch to the Send Info module where the message for the corresponding stakeholder can be written and sent.

New from DB 39.5.7

Stakeholders

Information
  • In this area, stakeholders of the program can be defined and categorized simultaneously.
  • Absence data of the corresponding employees can be viewed.
  • Information can be sent to stakeholders.

Create Stakeholders

Assign stakeholder

  • Click on the Assign Stakeholder button in the Stakeholder caption line.
  • The To which category do you want to assign stakeholders? query is displayed.
    • In the dialog window, categories are offered that exist in the Project team categories listbox category in the Miscellaneous Listbox Values module.
  • Click on the button of the required category.
  • The dialog module for stakeholder selection is opened.
    • Mark the required stakeholders in this module and copy them to the previously selected category by clicking on the respective button.
  • Define the role of the stakeholder in the project via the listbox of the same name ( do not confuse with the user/PLANTA roles).
  • Define in the Info via field whether the appropriate person is allowed to receive program information. If so, define the info type.
    • If the multi-project manager is to receive information on the program as well, he/she must be defined as a stakeholder and the inbox type must be defined for him/her.
  • Define stakeholder rights for the program by activating or deactivating the Modification rights checkbox:
Interactions with other modules
  • Planning objects the user is a stakeholder of are automatically displayed after the user has logged on to the program in the My Planning Objects module in the Stakeholder with Modification Rights (if the Modification rights checkbox is activated) and Stakeholder without Modification Rights (if the Modification rights checkbox is deactivated) categories.

Assign further stakeholders individually

  • Right-click on the required category or on an already assigned stakeholder and select the Insert Stakeholder command from the context menu. A new stakeholder record is inserted.
  • Select the required stakeholder from the Stakeholder name listbox and save.
  • Define further parameters as described in the procedure above.

Functions on Stakeholders

Information
  • By right-clicking on the required stakeholder and selecting one of the commands of the same name contained in the context menu, the following actions can be carried out for stakeholders:
    • Display absence: The Absence module is opened including the absence of the corresponding stakeholder.
    • Send info : As a result, you switch to the Send Info module where the message for the corresponding stakeholder can be written and sent.

Evaluation Data

Information
  • In the Analysis data area,

Objective Contributions and Risk Values

Attention

  • The evaluation criteria and their weighting as well as risk checklists on the basis of which objective contribution and risk values are detected are portfolio master data and must have been created upfront in the Evaluation Criteria and Risk Checklist modules.
    • The creation of the evaluation criteria and risk checklists is done per area. The area acts as a grouping element, so that different evaluation criteria and risk checklist constellations can be created and can be used at a later point.

Information

  • Only one area can be selected for each project.
  • The area defines which evaluation criteria or which risk checklist is used (see also Notes in the "Evaluation Data" section).

Select or change area

  • Select the required area from the listbox in the Area field.
    • If an area has already been selected, the There are already evaluation criteria for the selected planning object. Do you want to delete them? message is displayed when you select a new area. Answer it with Yes. The evaluation criteria and risk checklists of the old area are deleted and the values in the Objective contribution and Risk value fields are reset. Objective contributions can be evaluated again and the risk value can be calculated again.
  • Save.

Evaluate Objective Contribution

Procedure
  • If no area has been selected yet, select one.
  • Click on the Evaluate button next to the Objective contribution field.
    • All evaluation criteria assigned to the selected area and their weighting numbers are displayed grouped.
  • Select Criterion contribution from the listbox.
  • Click on the Complete evaluation button. The data is saved.

Determine Risk Value

Procedure
  • If no area has been selected yet, select one.
  • Click on the Evaluate button next to the Risk value field.
    • The risk checklist which is assigned to the selected area is displayed grouped by category.
  • Answer questions with Yes or No.
  • Write a comment if necessary.
  • Click on the Complete evaluation button. The data is saved.
    • The total risk contribution is determined by the yes/no answers of all criteria and is displayed in the Risk value field.
      • In the master data, every answer option for every question is preset with a particular score which weights the corresponding answer.
      • The risk value is only copied to the Risk contribution field if the risk checklist has been filled completely.

Key Performance Indicator

Information
  • A key performance indicator (KPI) is a measurement variable that can be used to measure the achievement of an objective.
  • In the Key Performance Indicator area,
    • already existing key performance indicators are displayed and can be edited.
    • new key performance indicators can be created.

Procedure

From DB 39.5.13

  • Insert a new record for a key performance indicator.
    • by clicking on the Insert KPI button in the area header or
    • by right-clicking on the area heading and selecting Insert Key Performance Indicator from the context menu.
  • Define/name the key performance indicator in the field of the same name.
  • Save.
  • Insert a new record for benefit
    • NEW by clicking on the plus symbol in the KPI line or
    • by right-clicking on the newly created key performance indicator and selecting Insert Benefit from the context menu.
  • Enter the year in the Year field.
  • Fill the Planned benefit and Comment fields.
  • Save.

Up to DB 39.5.13

  • Insert a new record for a key performance indicator.
    • by clicking on the Insert KPI button in the area header or
    • by right-clicking on the area heading and selecting Insert Key Performance Indicator from the context menu.
  • Define/name the key performance indicator in the field of the same name.
  • Save.
  • Insert a new record by right-clicking on the newly created key performance indicator and selecting Insert Benefit from the context menu.
  • Enter the year in the Year field.
  • Fill the Planned benefit and Comment fields.
  • Save.

    • Attributes/Parameters

    Information
    • In the Attributes/Parameters area , further parameters of the project, like e.g. Status etc., can be defined or changed.

    New from DB 39.5.7

    Note
    • The program status can only be changed to Archive or Inactive if all assigned projects have the Archive or Inactive status as well.

    Projects of the Program

    Information
    • In this area, new projects can be assigned to the program or already assigned projects can be deleted from the program.
    • Via the link in the Project field, you can switch to the corresponding project.

    From DB 39.5.12

    Edit project assignments NEW
    • To assign projects to the program,
      • click on the Assign project(s) button.
        • The Assign Projects module is opened.
          • To assign one or several projects from the list to the program, select them by activating the Select checkbox and clicking on the Assign selected button.
    • To delete projects from the program,
      • mark the record of the required project and click on the Delete button in the toolbar.

    Up to DB 39.5.12

    Edit project assignments
    • Click on the Edit project assignments button.
      • The Project List module is opened.
        • To assign one or several projects from the list to the program, mark them in the Projects area and click on the Assign marked objects to the program button.
        • In order to remove the required projects from the program, mark them in the Already assigned projects area and click on the Remove marked from the program button.

    Note

    • A project can only be assigned to a program if it meets the following criteria simultaneously. It
      • is a main project.
      • is not assigned to any program.
      • is not assigned to any portfolio.
      • has Status = (1) Active
    • In this area, it is not possible to edit projects.

    From DB 39.5.12

    Portfolio Assignment

    Information
    • If the program has already been assigned to one or several portfolios, they are listed here.
    • You can switch to the corresponding portfolio via the link on the Portfolio field.

    To assign the program to the new portfolios, NEW

    • click on the Assign portfolio(s) button.
      • The Assign Planning Object to Portfolio(s) module is opened.
        • Activate the Select checkbox for the required portfolio in the Assign Planning Object to Portfolio(s) module and click on the Assign to the selected portfolios button. As a result, the program is assigned to the selected portfolio(s), the dialog module is closed and the selected portfolio is displayed in the Portfolio assignment area.
          • if the program is already assigned to all portfolios in which the logged-on user is portfolio manager, or if the user is not a portfolio manager of any portfolio, a respective message is displayed when the Assign the selected portfolio(s) button.
    To remove the program from the required portfolios, NEW
    • mark the record with the required portfolio and delete it via the Delete button in the toolbar (menu item).

    Note

    • If the logged-on user is no portfolio manager and therefore does not possess any portfolios, he/she is informed about this by a message when clicking on the button, and the Assign Planning Object to Portfolio(s) module is not opened.

    New from DB 39.5.11

    Portfolio Assignment

    Information
    • If the program has already been assigned to one or several portfolios, they are listed here.
    • You can switch to the corresponding portfolio via the link on the Portfolio field.

    To assign the program to the new portfolios or to remove it from the existing portfolio,

    • click on the Edit portfolio assignments button.
      • The My Portfolios module is opened.
        • Click on the link of the required portfolio or mark the required portfolios and click on the Assign to the marked portfolios button in the My Portfolios module. As a result, the program is assigned to the marked portfolio(s).
        • To delete the program from the required portfolios, click on the link of the required portfolio or mark the required portfolios and click on the Remove from marked portfolios button.

    Note

    • If the logged-on user is no portfolio manager and therefore does not possess any portfolios, he/she is informed about this by a message when clicking on the button, and the My Portfolios module is not opened.
    Attachments Attachments
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    I Attachment History Size Date Comment
    Pngpng Ideeloeschen.PNG r1 0.8 K 2017-07-19 - 11:04  
    Pngpng Portfoliozuordnung.PNG r1 0.7 K 2018-05-04 - 13:56  

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