Portfolio Status Report MOD009C17 New from DB 39.5.0

Access path

Information

• In this module, you can
  • view the data of the selected status report of the selected portfolio.
  • release and delete newly created reports as monthly reports.
  • output portfolio reports as a PDF.

Details

• In the Portfolio Status Report module, the data frozen in the selected status report is displayed structured in two areas.
  • PM estimate
    • manual estimates of the portfolio manager on different factors like, e.g., costs, dates, etc., as well as
    • summarized status report data of those assigned planning objects for which the PSR checkbox has been activated at the time of creation of the portfolio status report.
  • Assignments
    • The planning objects assigned to the portfolio at the time of creation of the portfolio status report with the respective status reports the data of which form the basis of the selected portfolio status report.

Release Portfolio-Status Report as a Monthly Report

• Click on the Release as monthly report button.
• Confirm the Status report cannot be changed after it has been released. Continue? dialog message with Yes.
• As a result, the status report becomes a monthly report

Notes

• A released status report cannot be deleted.
• The release can only be canceled in the Check Status Report Creation And Project Applications module and only by users with multi-portfolio manager rights (if, e.g., another status report is to be released as a monthly report).

Delete Portfolio Status Report

• Click on the Delete button.
• Confirm the Do you really want to delete this data? message with Yes.
• The status report is deleted.

Notes

• Only status reports with "created" status can be deleted.
• If a released status report is to be deleted, the release must be canceled for this status report in the Check Status Report Creation and Project Applications module ( only possible for users with multi-portfolio manager rights and access to the Check Status Report Creation and Project Applications module).

Print Portfolio Status Report as a PDF

Technical details

• In the PDF version of the portfolio status report, the information from the portfolio is summarized concisely.
• If the Are the planning objects to be contained in the PDF? has been answered with No, only the information from the Portfolio Status Report module is visualized.
• If the message has been answered with Yes, concise variants of the status reports of each planning object assigned to the portfolio are visualized.
  • The information stems from the indirect Project Status Report Compact MOD009C1F module, in which information on the individual planning objects is summarized. More information on indirect modules
    • First the basic information of the planning object is displayed, like, e.g., name, manager ID, and status of the status report from which the data stems.
    • The description stems from the core data module of the respective planning object.
    • The information on costs and effort stems from the status report of the respective planning object.
    • The milestone graphic stems from the dashboard of the respective project.