Portfolio MOD009BPB From DB 39.5.0 up to DB 39.5.10

Description for versions DB 39.5.10
Description for versions < DB 39.5.0

Access path

Information

• In this module, the data of newly created portfolios is created and that of already existing portfolios is edited and maintained.

Authorizations

• Users with multi-portfolio manager rights can edit and delete any data of any portfolio.
• Users who do not have multi-portfolio manager rights but portfolio manager rights for their own portfolios can edit their own portfolios.
• If the user has none of the above mentioned rights but has access to the Portfolio module, he/she cannot edit or delete data. In this case, all fields are set to output and when clicking on any button, the following message is displayed: You have no authorization to open this module!.

Module Variants

With completed periods

Here, budget periods which are already completed (Completed checkbox is activated) are displayed as well.

Portfolio Header Data

Information

Create Data of a New Portfolio

Procedure

• After you have clicked on the New portfolio button in the Portfolio Overview module, the empty Portfolio module is opened.
  • When the module is opened, the ID number for the new portfolio is generated automatically and displayed immediately.
• In the Portfolio name field (here, the Please enter name dialog is displayed by default), you can name the portfolio as desired.
• Define the manager of the portfolio in the Portfolio manager field.
• Save.
• Other entries are optional and can be added at a later point in time if required.

Delete Portfolio

Procedure

• Click on the Delete portfolio button in the portfolio header.
• Confirm the Do you really want to delete this portfolio? message with Yes.

Authorization

• Only users with multi-portfolio manager rights can delete portfolios.

Budget per Period

Information

• The portfolio budget can be planned on a yearly basis (period-related).
• In the Budget per period area you can add, approve, and delete periods.
  • The budget data can be edited separately in each period tranche.

Note

• If in other modules (e.g. in the Budget module) changes have been made to data that affects the data in the Portfolio module, you must click on the Update portfolio button in order to update the portfolio data.

Insert Budget Period

Procedure

Edit Budget Period

Procedure

• In each yearly tranche, the portfolio budget is entered manually for each cost type group in the Portfolio budget column (Portfolio cost budget field for costs and Portfolio effort budget field for effort).
  • Changes to individual budget positions (in individual cost type groups) cause an automatic update of the value in the Costs and Effort sum lines since the values of individual cost type groups are summarized to these sum lines.
• In addition to the portfolio budget data, the summarized budget and cost data of the planning objects assigned to the portfolio is displayed.
• You can hide the yearly tranche by marking the Completed checkbox. This is the case if the year is in the past, for example. With the With Completed Periods module variant, the hidden yearly tranches can be displayed.

Details

• The data of each period can be accessed and displayed separately in an extra module. For this purpose, click on the Edit period button. As a result, you switch to the Portfolio Period module.

Approve Budget Period

Information

• In PLANTA portfolio, the portfolio budget is not approved for the entire portfolio; it is only possible to approve a portfolio budget for a particular period.

Procedure

• Click on the Approve period button in the required period tranche.
• Confirm the Do you really want to approve the period? message with Yes.
• The Approved checkbox is activated and thus the budget for the period is approved.

Note

• An approval cannot be canceled in the Portfolio module. To do so, you have to deactivate the Approved checkbox in the Cancel Approval per Budget Period module.

Delete Period

Procedure

• Click on the Delete period button for the required period.
• Confirm the Do you really want to delete the period? message with Yes.
  • The period tranche itself is not deleted, only the values it contains.

Notes

Assigned Planning Objects

Information

• In the Assigned planning objects area, projects, proposals, ideas, and programs are assigned to the portfolio.
  • An empty portfolio (portfolio without planning object assignments) cannot be planned.
• The assignments can be deleted.

Resource Simulation

Assign Planning Objects

Procedure

Note

• Only planning objects with status =1 (active) can be assigned to the portfolio.

Delete Planning Objects

Procedure

• Right-click on the required planning object.
• Select the Delete assignment context menu command.
• Confirm the Do you really want to delete this data? message with Yes.

Documents

Information

• In the Documents area, you can assign documents to the portfolio.

Assign documents

• Create a new record for the portfolio document by clicking on the button or by right-clicking on the area header and selecting Insert Portfolio Documents from the context menu.
• Assign a name.
• A linked document can be inserted in the File field.
• Save.

---

See also: Portfolio Status Reports

Objective and Risk Contribution

Projects by Objective and Risk Contribution

Objective Contribution All Groups

Objective Contribution by Groups