The documentation from version 39.5.17 of PLANTA project can be found in the new PLANTA Online Help
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Edit Period MOD009BPO New from DB 39.5.10
- Portfolio panel Budget Click on the Costs or Effort link Edit Period
- Depending on the link you have clicked on in the Budget module before, either costs or effort of a year is displayed in detail and grouped by planning objects in this module.
- In order to switch between cost and effort data or display all data, please switch to the respective module variant (see below).
- Planning objects of the portfolio which do not contain data in the opened period are not displayed.
From DB 39.5.14
- The priority can be changed manually in the Priority field.
- If the priority is changed, the order of the planning objects within the corresponding area changes as well (after reselection (F7), the new order is visible).
- With the traffic lights on the Deviation and % deviation fields on the planning objects, it is immediately signalized whether there is a cost or effort overrun compared to the budget of the respective planning object.
- Cost deviation = Total costs - Cost budget (Project budget column)
- Effort deviation = Total effort - Effort budget (Project budget column)
- With the traffic lights directly on the planning object records, it is signalized whether
- the budget of the respective planning object exceeds the portfolio budget (the planning object is gray) or does not exceed it (the planning object is blue)
- the planning object is contained in several portfolios (orange). In this case, the budget of the planning object is not compared against the portfolio budget.
- Via the Active checkbox next to the planning object, you can define whether the values of this planning object (except the values of the Approved column) are summarized to the portfolio (the values are immediately refreshed in real-time). That way it can be checked how portfolio values change with or without the selected planning object.
- Via the Approved checkbox, you can define whether the budget in the Approved column of this project is approved, and if so, the Approved values of the project are summarized upwards to the portfolio.
From DB 39.5.11
- If the priority is changed, the order of the planning objects within the corresponding area changes as well (after reselection (F7), the new order is visible).
- Cost deviation = Total costs - Cost budget (Project budget column)
- Effort deviation = Total effort - Effort budget (Project budget column)
- the budget of the respective planning object exceeds the portfolio budget (the planning object is gray) or does not exceed it (the planning object is blue)
- the planning object is contained in several portfolios (orange). In this case, the budget of the planning object is not compared against the portfolio budget.
Up to DB 39.5.11
- If the priority is changed, the order of the planning objects within the corresponding area changes as well (after reselection (F7), the new order is visible).
- Cost deviation = Total costs - Cost budget (Project budget column)
- Effort deviation = Total effort - Effort budget (Project budget column)
- If the planning object data is changed or new status reports are created and released, the portfolio must be updated by clicking on the Refresh portfolio button in the module header bar in order for the changed data to be considered.
From DB 39.5.12
| Base | Displays both costs and effort |
| Effort | Displays effort only |
| Costs | Displays costs only |
| Extended | The Mandatory, Objective contribution, Risk value, and Internal interest are displayed in addition |
Up to DB 39.5.12
| Base | Displays both costs and effort |
| Effort | Displays effort only |
| Costs | Displays costs only |
| Extended | The Mandatory, Objective contribution, Risk value, and Internal interest are displayed additionally |
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