The documentation from version 39.5.17 of PLANTA project can be found in the new PLANTA Online Help
.
. 
DT859 Portfolio/Period
New from DB 39.5.0
DI061322 Achieved benefit
The achieved benefit of the portfolio in the selected period. The value is a sum of the Achieved benefit values from the current planning of the projects assigned to the portfolio and activated for the selected period Details- Achieved benefit values of the projects per year can be found in the Benefit and revenues area in the Budget module of the respective project or in the project area of the Portfolio Period module.
- The achieved benefit is entered in the Key performance indicator area in the Project Core Data module of the respective project.
DI061323 Planned benefit
The planned benefit of the portfolio in the selected period. The value is a sum of the Planned benefit values from the current planning of the projects assigned to the portfolio and activated for the selected period Details- Planned benefit values of the projects per year can be found in the Benefit and revenues area in the Budget module of the respective project or in the project area of the Portfolio Period module.
- The benefit of the projects is planned in the Key performance indicator area in the Project Core Data module of the respective project.
DI061354 Resulting benefit
The resulting benefit of the portfolio in the selected period. Resulting benefit = Achieved benefit, if this value exists, otherwise = Planned benefit Details- See also details under Achieved benefit and Planned benefit
DI061359 Deviation: Benefit of relevant budget
Deviation: Resulting benefit from Relevant budgetDI061355 Actual revenues
Actual revenues of the portfolio in the selected period = sum of the Actual revenues from the current planning of the projects assigned to the portfolio and activated for the selected period Details- Actual revenues values of the projects per year can be found in the Benefit and revenues area in the Budget module of the respective project.
- The actual revenues of a project are calculated from the actual loads (Revenues Posting module) of the revenue resources planned in the project (Schedule module) and their conversion factors.
DI041662 Remaining revenues
Remaining revenues of the portfolio in the selected period = sum of the Actual revenues from the current planning of the projects assigned to the portfolio and activated for the selected period Details- Remaining revenues of the projects per year can be found in the Benefit and revenues area in the Budget module of the respective project.
- The remaining revenues of a project are calculated from the remaining loads of the revenue resources planned in the project (Schedule module)
DI061357 Total revenues
Total revenues = Actual revenues +Actual revenues Details- See also details under Actual revenues and Actual revenues
DI061358 Deviation: Revenues of the relevant budget
Deviation: Total revenues from Relevant budget.DI061365 Relevant budget
Relevant cost budget of the projects. Sum values from all projects in this portfolio activated for the selected year. The "Relevant budget" parameter defines, which "Budget" is compared with the "Portfolio budget".DI023041 Portfolio
ID of the portfolioDI023053 Period
In this field, the budget period of the portfolio is selected or displayed from the listbox.DI041722 Completed
From DB 39.5.10
By activating the checkbox, the corresponding budget period is marked as completed (e.g. if the corresponding period lies in the past). By default, the completed periods are not displayed when the Portfolio module is opened but the user can have them displayed via the with completed periods module variant.
Values
-
- The budget period is defined as completed.
-
- The budget period is not completed yet
- In the Budget module
- provided that the modifying user possesses the required rights
Up to DB 39.5.10
By activating the checkbox, the corresponding budget period is marked as completed (e.g. if the corresponding period lies in the past). By default, the completed periods are not displayed upon opening the Portfolio module but can be shown in the with completed periods module variant.
Values
- - The budget period is defined as completed.
- - The budget period is not completed yet
- in the Portfolio module,
- provided that the modifying user possesses the required rights
DI023149 Approved
From DB 39.5.10
The checkbox is period related and shows whether the portfolio budget for this period has been approved.
Values
- - the portfolio budget is approved
- - the portfolio budget is not approved
- The approval is made via the Period approved button in the NEW Budget module.
- The approval can only be canceled by deactivating the Approved checkbox in the Cancel Approval Per Budget Period.
- The budget for an approved period cannot be changed anymore.
From DB 39.5.0
The checkbox is period related and shows whether the portfolio budget for this period has been approved.
Values
- - the portfolio budget is approved
- - the portfolio budget is not approved
- The approval is made via the Period approved button in the Portfolio module.
- The approval can only be canceled by deactivating the Approved checkbox in the Cancel Approval Per Budget Period.
- NEW The budget for an approved period cannot be changed anymore.
Up to DB 39.5.0
The checkbox is period related and shows whether the portfolio budget for this period has been approved.
Values
- - the portfolio budget is approved
- - the portfolio budget is not approved
- The approval is made via the Period approved button in the Portfolio module.
- The approval can only be canceled by deactivating the Approved checkbox in the Cancel Approval Per Budget Period.
DI028554 Portfolio
DI040283 Portfolio manager
Manager of the portfolioDI059094 Period calculated
DI059095 Period as date
DI063168 Text: effort
DI063167 Text: costs
DI061360 Text: Benefit + revenues
DI029452 Portfolio name
DIs no longer used from DB 39.5.0
The DIs listed below are no longer used from DB version 39.5.0.DI040247 Approved cost budget: internal personnel
Portfolio budget approved of the Internal personnel cost type group. The value is entered manually in the field.DI040248 Approved cost budget: external personnel
Portfolio budget approved of the External personnel cost type group. The value is entered manually in the field.DI040249 Approved cost budget: investments
Approved portfolio budget of the Investments cost type groups. The value is entered manually in the field.DI040250 Cost budget approved: miscellaneous
Approved portfolio budget of the Miscellaneous cost type groups. The value is entered manually in the field.DI040251 Approved cost budget: material costs
Approved portfolio budget of the Material costs cost type groups. The value is entered manually in the field.DI040252 Approved cost budget
Approved portfolio budget of all cost type groups. The value is calculated and displayed automatically. Note- Changes to individual budget positions (in individual cost type groups) automatically cause the value in this field to be updated.
DI041721 Effort budget approved: internal
Effort budget approved for the Internal.resource type. This value is entered manually in the field.DI041720 Effort budget approved: External
Effort budget approved for the External.resource type. This value is entered manually in the field.DI041719 Approved cost budget
In this field, the sum of Effort budget approved: internal and Effort budget approved: external is displayed. This value is calculated automatically. Note- Changes to individual budget positions (in the Effort budget approved: internal_and _Effort budget approved: external) cause an automatic update of the value in this field.
DI059738 Deviation cost budget approved: internal personnel
Absolute deviation between the portfolio budget and the approved or requested budget of the planning objects (projects, ideas, proposals) of the Internal personnel cost type group. Calculation- Deviation: internal personnel = Portfoliobudget: internal personnel - Projects, ideas, proposals: internal personnel
DI059737 Deviation cost budget approved: external personnel
Absolute deviation between the portfolio budget and the approved or requested budget of the planning objects (projects, ideas, proposals) of the External personnel cost type group. Calculation- Deviation: external personnel = Portfolio budget: external personnel - Projects, ideas, proposals: external personnel
DI059734 Deviation cost budget approved: material costs
Absolute deviation between the portfolio budget and the approved or requested budget of the planning objects (projects, ideas, proposals) of the Material costs cost type group. Calculation- Deviation: Material costs = Portfolio budget: Material costs - Projects, ideas, proposals: Material costs
DI059736 Deviation cost budget approved: investments
Absolute deviation between the portfolio budget and the approved or requested budget of the planning objects (projects, ideas, proposals) of the Investments cost type group. Calculation- Deviation: Investments = Portfolio budget: investments - Projects, ideas, proposals: investments
DI059735 Deviation cost budget approved: miscellaneous
Absolute deviation between the portfolio budget and the approved or requested budget of the planning objects (projects, ideas, proposals) of the Miscellaneous cost type group.. Calculation- Deviation: Miscellaneous = [[#DI040250][Portfolio budget: miscellaneous ] - Projects, ideas, proposals: miscellaneous
DI059733 Deviation cost budget approved
Absolute deviation between the portfolio budget and the approved or requested budget of the planning objects (projects, ideas, proposals) of all cost type groups. Calculation- Deviation: Total = Portfolio budget: total - Projects, ideas, proposals: total
 |
|
