Overview by Type MOD009BCW Up to DB 39.5.13

Access path

• Portfolio Management Initial Data Overview by Type

Information

• This module provides an overview of existing planning objects (projects, ideas, proposals, programs, and requests).
• New planning objects can be created here (provided that the user has the respective rights).
• All planning objects are displayed grouped by two variable group criteria (which can be selected via the respective listboxes in the module header).
• Additionally, the third fixed grouping criterion is used: Own planning object (the current user is the manager of this planning object) / Other planning object (a person, who is not the current user, is the manager of the planning object).

Details

From DB 39.5.7

• Via the 1st grouping and 2nd grouping listboxes, grouping criteria can be changed. After you have clicked on the Refresh grouping button, objects are grouped by the newly selected criteria.
• By right-clicking on the required planning object and selecting the Edit planning object menu command, or by clicking on the ID number of the required planning object, you switch to the respective planning object panel (Project, Idea, Proposal) in which planning object data can be edited or viewed depending on the user's rights.
• You can click on the Create new button in order to create new ideas, proposals, projects, NEW programs, or NEW requests.
  • Only users with multi-project manager, multi-portfolio manager, and multi-project/multi-request manager rights are allowed to create ideas, proposals, and projects from this module.

Up to DB 39.5.7

Via the 1st grouping and 2nd grouping listboxes, grouping criteria can be changed. After you have clicked on the Refresh grouping button, objects are grouped by the newly selected criteria.

By right-clicking on the required planning object and selecting the Edit planning object menu command, or by clicking on the ID number of the required planning object, you switch to the respective planning object panel (Project, Idea, Proposal) in which planning object data can be edited or viewed depending on the user's rights.

You can click on the Create new button in order to create new ideas, proposals, or projects.

• Only users with multi-project manager, multi-portfolio manager, and multi-project/multi-request manager rights are allowed to create ideas, proposals, and projects from this module.

Module Variants

Legend

The legend applies to all planning objects except requests, since they have no Gantt charts.

From DB 39.5.12

Symbol	Meaning	Color	Comment

	Calculated dates	The color of the bar is determined by the code of the planning object. Code A Code B Code C Code D Code E	Calc. start and Calc. end of a planning object are calculated by clicking on the calculation button or by selecting the respective menu item. In the Planning Objects (In Table Form) module, the code of planning objects is defined and can be changed; for projects and proposals this can also be done in the Project Core Data and Proposal Core Data modules.
	Actual dates		Actual start and Actual end (if there is any, otherwise Latest time recording date) of a planning object. They are determined from the actual dates of the tasks (Actual start/Actual end) when calculating the schedule of the respective planning object.
	Float		Float is available if the calculated end date (Calc. end) of the planning object is earlier than the requested end date (Requested end).
	Date delay		A date delay occurs if the calculated end date (Calc. end) of the planning horizon is later than the requested end date (Requested end). The date delay bar immediately follows the bar for calculated dates and is customized with a color gradient so that the red color has various shades.

From DB 39.5.12

Symbol	Meaning	Color	Comment

	Calculated dates	The bar color is defined by the code of the planning object. Code A Code B Code C Code D Code E	Calc. start and Calc. end of a planning object are determined in the calculation of the schedule of the respective planning object. In the Planning Objects (In Table Form) module, the code of planning objects is defined and can be changed; for projects and proposals this can also be done in the Project Core Data and Proposal Core Data modules.
	Actual dates		Actual start and Actual end (if there is any, otherwise Latest time recording date) of a planning object. They are determined from the actual dates of the tasks (Actual start/Actual end) when calculating the schedule of the respective planning object.
	Float		Float is available if the calculated end date (Calc. end) of the planning object is earlier than the requested end date (Requested end).
	Date delay		A date delay occurs if the calculated end date (Calc. end) of the planning horizon is later than the requested end date (Requested end). The date delay bar immediately follows the bar for calculated dates and is customized with a color gradient so that the red color has various shades.