Idea Core Data MOD0099SE

Notes

• All users who have access to the module are authorized to create new ideas. No further authorization is needed.
  • Exception: if the Idea Core Data is opened from the overview modules (e.g. the NEW Planning Objects Grouped module) via the New planning object button. In this case, the user must possess multi-project manager or multi-portfolio manager rights.

Notes

• All users who have access to the module are authorized to create new ideas. No further authorization is needed.
  • Exception: if the Idea Core Data from the overview modules (e.g. the Overview By Type module) is opened via the button. In this case, the user must possess multi-project manager or multi-portfolio manager rights.

Mark Idea as a “Favorite”

Information

• Ideas which are marked as favorites are displayed in the user menu of the logged-on user at the top of the Favorites area, which enables you to access these ideas more quickly from the user menu without navigation.

Procedure

• Click on the blue star symbol directly next to the header bar. The star turns yellow and the idea is thus turned into a favorite.

Watchlist

Information

• In the This idea is in the watchlist of: area, persons are listed who have assigned the selected idea to their own watchlist via the My Watchlist module for monitoring reasons.
• The area is only displayed if it contains data.

Notes

• From DB 39.5.13, the following areas and their functions are no longer available for ideas in PLANTA Standard. However, you can have them displayed individually via customizing and use them if required.
  • Stakeholder
  • Evaluation data
  • Key performance indicator
  • Portfolio assignment
  • Change functional ID of the idea
• For a description of the functions in previous versions, please refer to the corresponding tabs.

Stakeholders

Information

• In this area, stakeholders of the idea can be defined and categorized simultaneously.
• Absence data of the corresponding employees can be viewed.
• Information can be sent to stakeholders.

Create Stakeholders

Assign stakeholder

• Click on the Assign Stakeholder button in the Stakeholder caption line.
• The To which category do you want to assign stakeholders? query is displayed.
  • In the dialog window, categories are offered that exist in the Project team categories listbox category in the Miscellaneous Listbox Values module.
• Click on the button of the required category.
• The dialog module for stakeholder selection is opened.
  • Mark the required stakeholders in this module and copy them to the previously selected category by clicking on the respective button.
• Define the role of the stakeholder in the idea via the listbox of the same name ( do not confuse with the user/PLANTA roles).
• Define in the Info via field whether the appropriate person is allowed to receive program information. If so, define the inbox type.
  • If the multi-project manager is to receive information on the idea as well, he/she must be defined as a stakeholder and the inbox type must be defined for him/her.
• Define stakeholder rights for the program by activating or deactivating the Modification rights checkbox:

Interactions with other modules

• Planning objects the user is a stakeholder of are automatically displayed after the user has logged on to the program in the My Planning Objects module in the Stakeholder with Modification Rights (if the Modification rights checkbox is activated) and Stakeholder without Modification Rights (if the Modification rights checkbox is deactivated) categories.

Assign further stakeholders individually

• Right-click on the required category or on an already assigned stakeholder and select the Insert Stakeholder command from the context menu. A new stakeholder record is inserted.
• Select the required stakeholder from the Stakeholder name listbox and save.
  • The listbox contains all persons whom the current user is allowed to see and who have the Stakeholder attribute.
• Define further parameters as described in the procedure above.

Generate team from schedule

• Since no schedules are created for ideas, this function is not relevant for ideas.

Functions on Stakeholders

• By right-clicking on the required stakeholder and selecting one of the commands of the same name contained in the context menu, the following actions can be carried out for stakeholders:
  • Display absence: The Absence module will be opened including the absence of the corresponding stakeholder.
  • Send info : * As a result, the Send Info module will be opened, in which the message to the corresponding stakeholder can be written and sent automatically via e-mail.

Evaluation Data

Information

• In the Evaluation data area,
  • the parameters for idea analysis are defined.
  • The objective contribution can be evaluated and the idea's risk value can be determined.

Attention

• The evaluation criteria and their weighting as well as risk checklists on the basis of which objective contribution and risk values are detected are portfolio master data and must have been created upfront in the Evaluation Criteria and Risk Checklist modules.
  • The creation of the evaluation criteria and risk checklists is done per area. The area acts as a grouping element, so that different evaluation criteria and risk checklist constellations can be created and can be used at a later point.
    • The areas themselves are also portfolio master data and they are created in the Portfolio Listbox Values module.

Select Area

Information

• Only one area can be selected for each idea.
• The area defines which evaluation criteria or which risk checklist is used (see also Notes in the "Evaluation Data" section).

Select or change area

• Select the required area from the listbox in the Area field.
  • If an area has already been selected, the There are already evaluation criteria for the selected planning object. Do you want to delete them? message is displayed when you select a new area. Answer it with Yes. The evaluation criteria and risk checklists of the old area are deleted and the values in the Objective contribution and Risk value fields are reset. Objective contributions can be evaluated again and the risk value can be calculated again.
• Save.

Evaluate Objective Contribution

Procedure

• If no area has been selected yet, select one.
• Click on the Evaluate button next to the Objective contribution field.
  • All evaluation criteria assigned to the selected area and their weighting numbers are displayed grouped.
• Select Criterion contribution from the listbox.
• Click on the Complete evaluation button. The data is saved.
  • The entire objective contribution of this project is calculated from the values in the Criterion contribution field and the weighting specifications of all criteria. It is displayed in the Objective contribution field.

Determine Risk Value

Procedure

• If no area has been selected yet, select one.
• Click on the Evaluate button next to the Risk value field.
  • The risk checklist which is assigned to the selected area is displayed grouped by category.
• Answer questions with Yes or No.
• Write a comment if necessary.
• Click on the Complete evaluation button. The data is saved.
  • The total risk contribution is determined by the yes/no answers of all criteria and is displayed in the Risk value field.
    • In the master data, every answer option for every question is preset with a particular score which weights the corresponding answer.
    • The risk value is only copied to the Risk contribution field if the risk checklist has been filled completely.

Key Performance Indicator

Information

• A key performance indicator (KPI) is a measurement variable that can be used to measure the achievement of an objective.
• In the Key Performance Indicator area,
  • already existing key performance indicators are displayed and can be edited.
  • new key performance indicators can be created.

Procedure

• Insert a new record for a key performance indicator.
  • by clicking on the Insert KPI button in the area header or
  • by right-clicking on the area heading and selecting Insert Key Performance Indicator from the context menu.
• Define/name the key performance indicator in the field of the same name.
• Save.
• Insert a new record by right-clicking on the newly created key performance indicator and selecting Insert Benefit from the context menu.
• Enter the year in the Year field.
• Fill the Planned benefit and Comment fields.
• Save.

Portfolio Assignment

Information

• If the project (proposal or idea) has already been assigned to one or several portfolios, they are listed here.
• You can switch to the corresponding portfolio via the link on the Portfolio field.

To assign the project / proposal / idea to the new portfolios, NEW

• click on the Assign portfolio(s) button in the area header.
  • The Assign Planning Object to Portfolio(s) module is opened.
    • Activate the Select checkbox for the required portfolio in the Assign Planning Object to Portfolio(s) module and click on the Assign to the selected portfolios button. As a result, the project/proposal/idea is assigned to the selected portfolio(s), the dialog module is closed and the selected portfolio is displayed in the Portfolio assignment area.
      • if the project/proposal/idea is already assigned to all portfolios in which the logged-on user is portfolio manager, or if the user is not a portfolio manager of any portfolio, a respective message is displayed when the Assign to the selected portfolio(s) button.

To remove the project / proposal / idea from the required portfolios, NEW

• mark the record with the required portfolio and delete it via the Delete button in the (menu items) toolbar.

Change Functional ID of an Idea

Information

• PLANTA project distinguishes between functional ID and technical ID.
  • They are both generated automatically when a project, proposal, idea, or program is created and are equal at that point.
  • The functional ID is visible in various modules and can be changed if required for certain reasons.
  • The technical ID must not be changed. It is not visible in the module and remains unchanged even if the functional ID is changed.

Change functional ID

• In the header bar area (in the Subprojects module in the box of the required subproject), click on the button with a pen on the right hand side.
• The Do you really want to change the functional ID system wide? dialog message is displayed.
• Confirm it with Yes.
• A dialog window containing an input field is opened.
  • Enter the new ID here.
    • The functional ID needs to be defined uniquely in the system. If you enter an already existing ID and click outside the field, the The required object ID is already being used message is displayed and the value is reset.
    • In the Global Settings module, you can set whether the functional ID is to be changed globally (e.g. in existing status reports) via the change_project_functional_global parameter. If you have selected value "1", the change is applied globally.

Authorizations

• Only users with multi-project manager, multi-portfolio manager, or multi-project/request manager rights can/are entitled to change the functional ID of planning objects.
• In the case of missing rights, the Change functional ID button is not displayed.

Stakeholders NEW

Information

• In this area, stakeholders of the idea can be defined and categorized simultaneously.
• Absence data of the corresponding employees can be viewed.
• Information can be sent to stakeholders.

Create Stakeholders

Assign stakeholder

• Click on the Assign Stakeholder button in the Stakeholder caption line.
• The To which category do you want to assign stakeholders? query is displayed.
  • In the dialog window, categories are offered that exist in the Project team categories listbox category in the Miscellaneous Listbox Values module.
• Click on the button of the required category.
• The dialog module for stakeholder selection is opened.
  • Mark the required stakeholders in this module and copy them to the previously selected category by clicking on the respective button.
• Define the role of the stakeholder in the idea via the listbox of the same name ( do not confuse with the user/PLANTA roles).
• Define in the Info via field whether the appropriate person is allowed to receive program information. If so, define the inbox type.
  • If the multi-project manager is to receive information on the idea as well, he/she must be defined as a stakeholder and the inbox type must be defined for him/her.
• Define stakeholder rights for the program by activating or deactivating the Modification rights checkbox:

Interactions with other modules

• Planning objects the user is a stakeholder of are automatically displayed after the user has logged on to the program in the My Planning Objects module in the Stakeholder with Modification Rights (if the Modification rights checkbox is activated) and Stakeholder without Modification Rights (if the Modification rights checkbox is deactivated) categories.

Assign further stakeholders individually

• Right-click on the required category or on an already assigned stakeholder and select the Insert Stakeholder command from the context menu. A new stakeholder record is inserted.
• Select the required stakeholder from the Stakeholder name listbox and save.
  • The listbox contains all persons whom the current user is allowed to see and who have the Stakeholder attribute.
• Define further parameters as described in the procedure above.

Generate team from schedule

• Since no schedules are created for ideas, this function is not relevant for ideas.

Functions on Stakeholders

• By right-clicking on the required stakeholder and selecting one of the commands of the same name contained in the context menu, the following actions can be carried out for stakeholders:
  • Display absence: The Absence module will be opened including the absence of the corresponding stakeholder.
  • Send info : * As a result, the Send Info module will be opened, in which the message to the corresponding stakeholder can be written and sent automatically via e-mail.

Evaluation Data

Information

• In the Evaluation data area,
  • the parameters for idea analysis are defined.
  • The objective contribution can be evaluated and the idea's risk value can be determined.

Attention

• The evaluation criteria and their weighting as well as risk checklists on the basis of which objective contribution and risk values are detected are portfolio master data and must have been created upfront in the Evaluation Criteria and Risk Checklist modules.
  • The creation of the evaluation criteria and risk checklists is done per area. The area acts as a grouping element, so that different evaluation criteria and risk checklist constellations can be created and can be used at a later point.
    • The areas themselves are also portfolio master data and they are created in the Portfolio Listbox Values module.

Select Area

Information

• Only one area can be selected for each idea.
• The area defines which evaluation criteria or which risk checklist is used (see also Notes in the "Evaluation Data" section).

Select or change area

• Select the required area from the listbox in the Area field.
  • If an area has already been selected, the There are already evaluation criteria for the selected planning object. Do you want to delete them? message is displayed when you select a new area. Answer it with Yes. The evaluation criteria and risk checklists of the old area are deleted and the values in the Objective contribution and Risk value fields are reset. Objective contributions can be evaluated again and the risk value can be calculated again.
• Save.

Evaluate Objective Contribution

Procedure

• If no area has been selected yet, select one.
• Click on the Evaluate button next to the Objective contribution field.
  • All evaluation criteria assigned to the selected area and their weighting numbers are displayed grouped.
• Select Criterion contribution from the listbox.
• Click on the Complete evaluation button. The data is saved.
  • The entire objective contribution of this project is calculated from the values in the Criterion contribution field and the weighting specifications of all criteria. It is displayed in the Objective contribution field.

Determine Risk Value

Procedure

• If no area has been selected yet, select one.
• Click on the Evaluate button next to the Risk value field.
  • The risk checklist which is assigned to the selected area is displayed grouped by category.
• Answer questions with Yes or No.
• Write a comment if necessary.
• Click on the Complete evaluation button. The data is saved.
  • The total risk contribution is determined by the yes/no answers of all criteria and is displayed in the Risk value field.
    • In the master data, every answer option for every question is preset with a particular score which weights the corresponding answer.
    • The risk value is only copied to the Risk contribution field if the risk checklist has been filled completely.

Key Performance Indicator

Information

• A key performance indicator (KPI) is a measurement variable that can be used to measure the achievement of an objective.
• In the Key Performance Indicator area,
  • already existing key performance indicators are displayed and can be edited.
  • new key performance indicators can be created.

Procedure

• Insert a new record for a key performance indicator.
  • by clicking on the Insert KPI button in the area header or
  • by right-clicking on the area heading and selecting Insert Key Performance Indicator from the context menu.
• Define/name the key performance indicator in the field of the same name.
• Save.
• Insert a new record by right-clicking on the newly created key performance indicator and selecting Insert Benefit from the context menu.
• Enter the year in the Year field.
• Fill the Planned benefit and Comment fields.
• Save.

Portfolio Assignment

Information

• If the project (proposal or idea) has already been assigned to one or several portfolios, they are listed here.
• You can switch to the corresponding portfolio via the link on the Portfolio field.

To assign the project (proposal, or idea) to the new portfolios or to delete it from the existing portfolio,

• click on the Edit portfolio assignments button.
  • The My Portfolios module is opened.
    • Click on the link of the required portfolio or mark the required portfolios and click on the Assign to the marked portfolios button in the My Portfolios module. As a result, the current project (proposal or idea) is assigned to the marked portfolio(s).
    • To delete the project, proposal, or idea from the required portfolios, click on the link of the required portfolio or mark the required portfolios and click on the Assign to marked portfolios button.

Change Functional ID of an Idea

Information

• PLANTA project distinguishes between functional ID and technical ID.
  • They are both generated automatically when a project, proposal, idea, or program is created and are equal at that point.
  • The functional ID is visible in various modules and can be changed if required for certain reasons.
  • The technical ID must not be changed. It is not visible in the module and remains unchanged even if the functional ID is changed.

Change functional ID

• In the header bar area (in the Subprojects module in the box of the required subproject), click on the button with a pen on the right hand side.
• The Do you really want to change the functional ID system wide? dialog message is displayed.
• Confirm it with Yes.
• A dialog window containing an input field is opened.
  • Enter the new ID here.
    • The functional ID needs to be defined uniquely in the system. If you enter an already existing ID and click outside the field, the The required object ID is already being used message is displayed and the value is reset.
    • In the Global Settings module, you can set whether the functional ID is to be changed globally (e.g. in existing status reports) via the change_project_functional_global parameter. If you have selected value "1", the change is applied globally.

Authorizations

• Only users with multi-project manager, multi-portfolio manager, or multi-project/request manager rights can/are entitled to change the functional ID of planning objects.
• In the case of missing rights, the Change functional ID button is not displayed.

Evaluation Data

Information

• In the Evaluation data area,
  • the parameters for idea analysis are defined.
  • The objective contribution can be evaluated and the idea's risk value can be determined.

Attention

• The evaluation criteria and their weighting as well as risk checklists on the basis of which objective contribution and risk values are detected are portfolio master data and must have been created upfront in the Evaluation Criteria and Risk Checklist modules.
  • The creation of the evaluation criteria and risk checklists is done per area. The area acts as a grouping element, so that different evaluation criteria and risk checklist constellations can be created and can be used at a later point.
    • The areas themselves are also portfolio master data and they are created in the Portfolio Listbox Values module.

Select Area

Information

• Only one area can be selected for each idea.
• The area defines which evaluation criteria or which risk checklist is used (see also Notes in the "Evaluation Data" section).

Select or change area

• Select the required area from the listbox in the Area field.
  • If an area has already been selected, the There are already evaluation criteria for the selected planning object. Do you want to delete them? message is displayed when you select a new area. Answer it with Yes. The evaluation criteria and risk checklists of the old area are deleted and the values in the Objective contribution and Risk value fields are reset. Objective contributions can be evaluated again and the risk value can be calculated again.
• Save.

Evaluate Objective Contribution

Procedure

• If no area has been selected yet, select one.
• Click on the Evaluate button next to the Objective contribution field.
  • All evaluation criteria assigned to the selected area and their weighting numbers are displayed grouped.
• Select Criterion contribution from the listbox.
• Click on the Complete evaluation button. The data is saved.
  • The entire objective contribution of this project is calculated from the values in the Criterion contribution field and the weighting specifications of all criteria. It is displayed in the Objective contribution field.

Determine Risk Value

Procedure

• If no area has been selected yet, select one.
• Click on the Evaluate button next to the Risk value field.
  • The risk checklist which is assigned to the selected area is displayed grouped by category.
• Answer questions with Yes or No.
• Write a comment if necessary.
• Click on the Complete evaluation button. The data is saved.
  • The total risk contribution is determined by the yes/no answers of all criteria and is displayed in the Risk value field.
    • In the master data, every answer option for every question is preset with a particular score which weights the corresponding answer.
    • The risk value is only copied to the Risk contribution field if the risk checklist has been filled completely.

Key Performance Indicator

Information

• A key performance indicator (KPI) is a measurement variable that can be used to measure the achievement of an objective.
• In the Key Performance Indicator area,
  • already existing key performance indicators are displayed and can be edited.
  • new key performance indicators can be created.

Procedure

• Insert a new record for a key performance indicator.
  • by clicking on the Insert KPI button in the area header or
  • by right-clicking on the area heading and selecting Insert Key Performance Indicator from the context menu.
• Define/name the key performance indicator in the field of the same name.
• Save.
• Insert a new record by right-clicking on the newly created key performance indicator and selecting Insert Benefit from the context menu.
• Enter the year in the Year field.
• Fill the Planned benefit and Comment fields.
• Save.

Portfolio Assignment

Information

• If the project (proposal or idea) has already been assigned to one or several portfolios, they are listed here.
• You can switch to the corresponding portfolio via the link on the Portfolio field.

To assign the project (proposal, or idea) to the new portfolios or to delete it from the existing portfolio,

• click on the Edit portfolio assignments button.
  • The My Portfolios module is opened.
    • Click on the link of the required portfolio or mark the required portfolios and click on the Assign to the marked portfolios button in the My Portfolios module. As a result, the current project (proposal or idea) is assigned to the marked portfolio(s).
    • To delete the project, proposal, or idea from the required portfolios, click on the link of the required portfolio or mark the required portfolios and click on the Assign to marked portfolios button.

Change Functional ID of an Idea

Information

• PLANTA project distinguishes between functional ID and technical ID.
  • They are both generated automatically when a project, proposal, idea, or program is created and are equal at that point.
  • The functional ID is visible in various modules and can be changed if required for certain reasons.
  • The technical ID must not be changed. It is not visible in the module and remains unchanged even if the functional ID is changed.

Change functional ID

• In the header bar area (in the Subprojects module in the box of the required subproject), click on the button with a pen on the right hand side.
• The Do you really want to change the functional ID system wide? dialog message is displayed.
• Confirm it with Yes.
• A dialog window containing an input field is opened.
  • Enter the new ID here.
    • The functional ID needs to be defined uniquely in the system. If you enter an already existing ID and click outside the field, the The required object ID is already being used message is displayed and the value is reset.
    • In the Global Settings module, you can set whether the functional ID is to be changed globally (e.g. in existing status reports) via the change_project_functional_global parameter. If you have selected value "1", the change is applied globally.

Authorizations

• Only users with multi-project manager, multi-portfolio manager, or multi-project/request manager rights can/are entitled to change the functional ID of planning objects.
• In the case of missing rights, the Change functional ID button is not displayed.