The documentation from version 39.5.17 of PLANTA project can be found in the new PLANTA Online Help.
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Edit Portfolio Status Report MOD009C13 New from DB 39.5.0 up to DB 39.5.9

Description for versions DB 39.5.9


Access path

Information
  • In this module, you can
    • enter a name for the status report or change an existing one.
    • define for which month the report is to be created.
    • assign a status report to each planning object.
  • In this module, estimates for different factors, e.g. costs, dates, etc., can be made and changed.
  • Additionally, new comments can be entered or existing ones can be edited.

Estimates area

Information
  • In the Estimates area,
    • estimates can be changed.
    • comments can be newly written or changed.
Procedure
  • By clicking on the Einschaetzungaendern.PNG button, the thumb symbol changes from DaumenhochSymbol.PNG via DaumenrechtsSymbol.PNG to DaumennachuntenSymbol.PNG.
    • If no thumb symbol is displayed, this means that no estimate is available.
  • Repeat the task for each required area.
  • In the Comment field, remarks can be added to each area and existing ones can be changed.

Details

  • The data of the assigned planning objects is displayed in table and graphical form for all subareas except for the Portfolio and Quality subareas.
    • The data refers to the month and year selected in the for field.
    • The status reports assigned to the planning objects are the data source. For further information, see the Assignments area.

Notes on graphics

  • If the data of different months is identical, the histograms of the individual months are summarized to a block histogram. The block in which the month selected for the portfolio status report is located is visualized by a frame.

Assignments area

Information
  • In the Assignments area, released Status Reports can be assigned to the required planning objects.
  • Here, you can choose whether the planning objects are displayed in Time&Budget matrix.
Procedure

From DB 39.5.7

  • Click on the Projektstatusberichtzuordnen.PNG Assign status report to planning object button in the line of the required planning object to assign status reports. If the planning object has no released status reports, this is indicated by a message.
  • The Assign Status Report selection module is opened.
  • Click on the required status report.
  • The status report is assigned to the selected planning object.
  • PSR display checkbox marked:
    • The respective planning object is considered and displayed in the portfolio status report.
  • The Display TBM checkbox is activated:
    • The respective planning object is considered in the Time&Budget Matrix.
  • If changes are made to the assignment of status reports to planning objects, or if entries in checkboxes are changed, please click on the NEW Update button at the bottom left margin of the module in order for the calculation and the display of the data to be refreshed.

From DB 39.5.5

  • Click on the Projektstatusberichtzuordnen.PNG Assign status report to planning object button in the line of the required planning object to assign status reports.
  • The Assign Status Report selection module is opened.
  • Click on the required status report.
  • The status report is assigned to the selected planning object.
  • If the selected planning object does not contain any approved status report, the The planning object contains no released status reports dialog message is displayed.
  • The Display WBS checkbox is activated:
    • The respective planning object is considered and displayed in the portfolio status report.
  • The Display TBM checkbox is activated:
    • The respective planning object is considered in the Time&Budget Matrix.
  • If no checkbox is activated, the respective planning object is not considered and displayed in the Portfolio Status Report.
  • If changes are made to the assignment of status reports to planning objects, or if entries in checkboxes are changed, please click on the NEW Update button at the bottom left margin of the module in order for the calculation and the display of the data to be refreshed.

    • From DB 39.5.5

  • Click on the Projektstatusberichtzuordnen.PNG Assign status report to planning object button in the line of the required planning object to assign status reports.
  • The Assign Status Report selection module is opened.
  • Click on the required status report.
  • The status report is assigned to the selected planning object.
  • If the selected planning object does not contain any approved status report, the The planning object contains no released status reports dialog message is displayed.
  • The Display WBS checkbox is activated:
    • The respective planning object is considered and displayed in the portfolio status report.
  • The Display TBM checkbox is activated:
    • The respective planning object is considered in the Time&Budget Matrix.
  • If no checkbox is activated, the respective planning object is not considered and displayed in the Portfolio Status Report.
  • If changes are made to the assignment of status reports to planning objects, or entries in checkboxes are changed, please click on the Update display button in order for the calculation and display of data to be refreshed.

    • Create Status Report

    Procedure
    • Click on the Create status report button.
    • Answer the following question in the dialog with Yes: Have you updated your estimates and comments?
    • The status report has been created now and can no longer be edited.
    • You automatically switch to the Portfolio Status Report module in which the created status reports can be viewed and released or printed if necessary.
    Attachments Attachments
    Topic attachments
    I Attachment History Size Date Comment
    Pngpng DaumenhochSymbol.PNG r1 0.4 K 2014-05-30 - 13:31  
    Pngpng DaumennachuntenSymbol.PNG r1 0.5 K 2014-05-30 - 13:33  
    Pngpng DaumenrechtsSymbol.PNG r1 0.4 K 2014-05-30 - 13:32  
    Pngpng Einschaetzungaendern.PNG r1 0.3 K 2014-05-30 - 13:46  
    Pngpng Projektstatusberichtzuordnen.PNG r1 0.4 K 2014-06-02 - 12:47  

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