The documentation from version 39.5.17 of PLANTA project can be found in the new PLANTA Online Help
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Risks/Opportunities MOD0099D8
From DB 39.5.13
- Project (Idea, Proposal) panel Further... Risks/Opportunities
From DB 39.5.10
From DB 39.5.9
Up to DB 39.5.9
- In this module, risks and opportunities are collected and edited based on the program.
From DB 39.5.9
- In the respective area heading bars, damage and gross profit values of the selected project are displayed.
- The project values are sums of the respective values from individual active risks/opportunities. The values of the inactive risks/opportunities are not considered in project values.
- Below the area bars, individual risks and opportunities are listed and can be edited and new risks and opportunities can be created.
- By clicking on the Display/hide charts button in the module header, the bubble charts for risks and opportunities as well as matrix diagrams for risks and NEW opportunities can be displayed.
- If the button is clicked on once more, the bubble charts are hidden again.
From DB 39.5.7
- In the respective area heading bars, damage and gross profit values of the selected project are displayed.
- NEW The project values are sums of the respective values from individual active risks/opportunities. The values of the inactive risks/opportunities are not considered in project values.
- Below the area bars, individual risks and opportunities are listed and can be edited and new risks and opportunities can be created.
- By clicking on the Hide/display charts button in the module header, the bubble charts for risks and opportunities as well as NEW a matrix diagram for risks can be displayed additionally.
- If the button is clicked on once more, the bubble charts are hidden again.
From DB 39.5.0
- In the respective area heading bars, summarized damage and profit values are displayed, which result from all collected risks and opportunities of the project, regardless of whether they are active or inactive, except the Probable value. Since this value is only calculated for active risks and opportunities (see notes under Create Risk), it is only summarized for active risks and opportunities in the sum area.
- NEW The sum values are updated directly after changes made to risks and opportunities have been saved.
- Below the area bars, individual risks and opportunities are listed and can be edited and new risks and opportunities can be created.
- NEW The bubble charts of the risks/opportunities can be displayed by clicking on the Display/hide charts button in the module header.
- If the button is clicked on once more, the bubble charts are hidden again.
Up to DB 39.5.0
- In the respective area heading bars, summarized damage and profit values are displayed, which result from all collected risks and opportunities of the project, regardless of whether they are active or inactive, except the Probable value. Since this value is only calculated for active risks and opportunities (see notes under Create Risk), it is only summarized for active risks and opportunities in the sum area.
- For newly created projects, the respective area heading bars remain empty, even after Risks/Opportunities have already been created. The sum values in the area bars are only visible when projects have been opened anew. When creating further risks/opportunities, the sum values are updated immediately after saving.
- Below the area bars, individual project risks and project opportunities can be created and edited.
From DB 39.5.7
- If it is a structured project, only risks and/or opportunities of the project level on which you currently are will be displayed, i.e. either risks and/or opportunities of the main project or of the respective subproject are displayed.
- NEW Risk and opportunity data of the entire project structure are in the Risks/Opportunities area in the Status module.
Up to DB 39.5.7
From DB 39.5.0
| Base | Risks and opportunities are displayed single-lined (NEW) and ungrouped in the respective area (Risks and Opportunities). This module variant is loaded by default. |
| By category | In this module variant, risks and opportunities are displayed in the respective area, single-lined and grouped by the Category parameter. |
| By priority NEW | In this module variant, risks and opportunities are displayed in the respective area, single-lined and grouped by the Priority parameter. |
| Display charts | By selecting this module variant, risks and opportunities are displayed as bubble charts in the respective areas. |
Up to DB 39.5.0
| Base | This module variant is loaded first by default. Risks and opportunities are displayed in a form. |
| By category | By selecting this module variant, risks and opportunities are grouped by category. |
| Display charts | By selecting this module variant, risks and opportunities are displayed as bubble charts in the respective areas. |
Risks
Information- Risk management is the systematic collection, evaluation, and controlling of different risks.
- Risks increase costs or lead to provisions.
- In order to achieve suitable preventive and protective measures you have to identify new risks at an early stage and re-evaluate known risks continuously.
Create Risk
ProcedureFrom DB 39.5.0
- Create a new risk record by right-clicking on the module header or on an already existing risk record and selecting Insert Risk from the context menu.
- Enter the name in the Risk field.
- Select the required category from the listbox.
- The amount of damage possible due to the occurring risk is specified in the Possible field (EUR).
- Enter the probability in the Probability field (in %).
- The probable amount of damage is calculated in the Probable field from the values in the Possible and Probability fields. If measures are subsequently added to the risk, their values are taken into account in the calculation of the probable damage as well.
- If required, you can go ahead and fill other fields and save subsequently.
Up to DB 39.5.0
- Create a new risk record by right-clicking on the module header or on an already existing risk record and selecting Insert Risk from the context menu.
- Enter the name in the Risk field.
- When leaving the name field, the ID is generated automatically.
- Select the required category from the listbox.
- Specify the amount of damage (EUR) in the Possible damage field in the Damage area.
- Enter the probability of occurrence in the Probability field (in %).
- The probable amount of damage is calculated in the Probable damage field from the values in the Possible damage and Probability fields. If measures are subsequently added to the risk, their values are taken into account in the calculation of the probable damage as well.
- If required, you can go ahead and fill other fields and save subsequently.
- All newly created risks are active by default (Active checkbox).
- If risks are deactivated, they are not considered in evaluations and status reports. The probable damage in the Probable damage field is not calculated for such risks either.
Insert Risk Measure
Procedure- Insert a measure record by right-clicking on the required risk record and selecting Insert Measure from the context menu.
- Select the required Status from the listbox.
- Define the measure in the Measure name field.
- Enter the date in the Date field.
- If required, you can go ahead and fill other fields.
- Save.
Risk Charts
ProcedureFrom DB 39.5.7
- By clicking on the Display/hide charts button, the following graphical representations are displayed:
- a bubble chart based on the numbers of the Possible damage (x axis), Probability (y axis), and Probable damage parameters (size of the bubbles)
- NEW a matrix diagram based on the high, medium, low estimation categories of the Damage extent and Probability of occurrence parameters, which displays the number of risks in these categories.
Up to DB 39.5.7
Risk Trend Analysis
Procedure- By clicking on the Risk Trend Analysis link in the Risks area bar, you switch to the Risk Trend Analysis of the project.
- If it is a structured project, the risk trend analysis is only displayed for the project level on which you currently are, i.e. either the risk trend analysis of the main project or that of the respective subproject.
Opportunities
Information- Opportunities management is the early identification, evaluation, and management of future gross profit potential.
- Opportunities increase revenues and/or the opportunity to increase sales/revenues.
- New strategies and innovations can be implemented through the initiation of adequate measures.
- The procedure for collecting and editing opportunity and risk measures equates to that for risks.
Opportunity Charts
ProcedureFrom DB 39.5.9
- By clicking on the Display/hide charts button, the following graphical representations are displayed:
- a bubble chart based on the numbers of the Possible gross profit (x axis), Probability (y axis), and Probable gross profit parameters (size of the bubbles)
- NEW a matrix diagram based on the high, medium, low estimation categories of the Gross profit level and Probability of occurrence parameters, which displays the number of risks in these categories.
Up to DB 39.5.9
Opportunity Trend Analysis
Procedure- By clicking on the Opportunity Trend Analysis link in the Opportunity area bar, you switch to the Opportunity Trend Analysis of the selected project.
- If it is a structured project, the opportunity trend analysis is only displayed for the project level on which you currently are, i.e. either the risk trend analysis of the main project or that of the respective subproject.
| See also: Risks and Opportunities, Risk and Opportunity Trends in the Info Board |
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