Dashboard MOD009CSF New from DB 39.5.10

Access path

• Portfolio panel Dashboard

Information

• This module displays the critical planning objects for the portfolio manager. Here,
  • the data of the planning objects stems from the current plan.
• The module does not yet contain data when a portfolio is created. It is filled with data during portfolio planning and editing.
• Displayed planning objects can be opened and viewed or edited by clicking on the ID.

Critical Planning Objects

Information

• In the Critical planning objects area, the following planning objects are listed:
  • In the Budget overrun: costs area, planning objects the total costs (Total costs) of which exceed the budget (Cost budget). The planning objects are displayed divided into two categories, according to the threshold values for cost budget overrun: Budget overrun up to 5 % and over 5%.
  • In the Budget overrun: effort area, planning objects the total effort (Total effort) of which exceeds the budget (Effort budget). The planning objects are displayed divided into two categories, according to the threshold value limits for effort budget overrun: Budget overrun up to 5 % and over 5%.
  • In the Master milestone delay area, planning objects the master milestones of which have a date delay (Calc. end is later than Requested end). The planning objects are displayed divided into two categories, according to the threshold value limits for date delay: Delay up to 5 % and over 5%.
  • In the Manager’s estimate: critical area, planning objects for which the Estimate of the project manager is not explicitly positive.

Details

• Traffic lights are assigned to all deviation value fields in order to enable a quick overview of the overruns and delays.
• Via the context menu on the respective planning object, a message can be sent to the manager in charge. When you select the Message to project manager command, the Send Info module is opened, in which all core data of the project and portfolio is already created and the project manager of the project is selected as a message recipient. The message can be sent by clicking on the Send button.

Watchlist

Information