The documentation from version 39.5.17 of PLANTA project can be found in the new PLANTA Online Help
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Proposals MOD0099FJ
Access pathFrom DB 39.5.13
- Portfolio Management Planning and Reports Planning Objects with Bubble Charts Projects
Up to DB 39.5.13
- In the Proposals module, all proposals are displayed.
From DB 39.5.0
- All proposals are displayed grouped by Planning objects without portfolio assignment and Planning objects with portfolio assignment.
- Under Planning objects without portfolio assignment, proposals which have not yet been assigned to a portfolio are displayed.
- Under Planning objects with portfolio assignment, proposals which have already been assigned to a portfolio are displayed.
- The bubble chart provides an evaluation of proposals by risk value and objective contribution.
- The risk values and objective contributions required for the analysis must be detected for each individual proposal (in the Proposal Core Data module).
- The bubble size is defined by the NPV of the proposal.
- When you move the mouse cursor over a bubble, a tooltip is displayed which contains the name, the ID, and the NPV value of the proposal.
- When you click on the ID of the required proposal or the corresponding bubble, you can switch directly to the Proposal panel of this proposal in which data can be edited or viewed, depending on the user's rights.
- By clicking on the New proposal button, you can directly switch to the Proposal panel with the focused empty Proposal Core Data module in which a new proposal can be created.
Up to DB 39.5.0
- Under Own proposals, proposals for which the current user is the creating user are displayed.
- Under Other proposals, proposals for which another person (not the current user) is the creating user are displayed.
- When you position the mouse cursor over a bubble, a tooltip appears that contains the name, ID and capital values of the project.
- All users who have access to this module are authorized to create new proposals via this module. No further authorization is needed. See also Write Rights for Planning Objects and Resources.
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