Workflow: Create Portfolio Status Report DB 39.5.9

Please note

• The following workflow applies to the database version 39.5.9.
• The following table contains links to the other versions:

DB 39.5.10	go to the tutorial
DB 39.5.9	go to the tutorial
< DB 39.5.9	go to the tutorial
	go to further tutorials

Access

Procedure

• Open the PLANTA project Client.
• Enter the demo user as portfolio manager R70 in the upper input field.
  • Demo users do not possess passwords, so no input is required in the second field.
• Confirm with OK.
• Select Portfolio Management Portfolio Portfolio Overview in the user menu.
• Click on the ID of the required portfolio in the Portfolio Overview module.
  • The Portfolio module is opened.
  • Click on the Portfolio status reports module tab.
    • The Portfolio Status Reports module is activated.
      • If there already are status reports for the selected portfolio, they are listed at the bottom module margin of the Portfolio status reports area.

Configure Status Report

Procedure

• Enter the name for the report in the header in the Report field and select the month for which you want the status report to apply from the for* listbox.
• Make estimates on factors like costs, dates, etc.
  • in the Estimates area by clicking on the Change estimate button (, , or ).
    • If no thumb symbol is displayed, this means that no estimate is available.
  • Enter or edit comments on the required factors if necessary.
• Assign a released status report for the respective planning object assigned to the portfolio in the Please assign the current status reports area.
  • To do so, click on the Assign portfolio status report button. If the planning object has no released status reports, a message indicating this is displayed.
    • The Assign Status Report selection module is opened.
    • Click on the required status report.
      • The status report is assigned to the selected planning object.
  • Define whether the data (from the selected status report) of the respective planning object is considered and displayed in the Time&Budget matrix by setting or removing the checkmark in the TBM display checkbox.
• The configuration of the portfolio status report is thus completed.
• The portfolio status report can now be created (frozen).

Create (Freeze) Status Report

Procedure

• Click on the Edit portfolio status reports button in the Edit Portfolio Status Report module.
• Answer the following question in the dialog with Yes: Have you updated your estimates and comments?
• You automatically switch to the Portfolio Status Report module.
  • The status report has been frozen now and can no longer be edited.

Details

• In the Portfolio Status Report module, the created status report can be released, printed as a PDF, or deleted by clicking on the respective buttons.

Note

• Released status reports cannot be deleted. In order to delete them, the status of the status reports must be set back to “created” by canceling the release.