The documentation from version 39.5.17 of PLANTA project can be found in the new PLANTA Online Help
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Simulations MOD009CU8 New from DB 39.5.10
Access path- Portfolio panel Simulations
- In this module, you can
- create new simulations
- open already existing simulations in order to view or further edit them
- compare simulations
- cancel the road map release and thus reconvert road maps to simulations.
Create New Simulation
Select Status Report per Planning Object
Information- In order to select a new simulation, a released status report must be selected for each planning object of the portfolio, since portfolio simulations are based on the data of the released status reports of the planning objects.
- If particular planning objects do not possess any released status reports or status reports in general, as is the case for ideas, status reports which are exclusively designed for portfolio simulation will be created automatically when simulation creation is initiated.
From DB 39.5.13
- Option 1
- By clicking on the Assign current status reports button, the last released status reports are selected for all planning objects automatically and are displayed in the Status report field.
- If no released status reports exist for at least one planning object, the For the following planning objects no appropriate status report has been found: message is displayed with a list of the respective planning objects.
- By clicking on the Assign current status reports button, the last released status reports are selected for all planning objects automatically and are displayed in the Status report field.
- Option 2
- By clicking on the NEW Select status report button in the respective planning object line, the Assign Status Report module is opened, in which a status report can be selected and assigned manually. Here, only released status reports are available for selection.
- NEW If you do not assign the latest released status report, but an older one, to the planning object, an indicator is immediately displayed in the planning object line in the form of a red tranche which informs you that you have not selected the latest report.
- By clicking on the NEW Select status report button in the respective planning object line, the Assign Status Report module is opened, in which a status report can be selected and assigned manually. Here, only released status reports are available for selection.
- For each planning object, a color can be selected in the Color in simulation field, in which the respective planning object is displayed in the simulation. The color of the project code is set when the status report is selected and is thus used.
Up to DB 39.5.13
- By clicking on the Assign current status reports button, the last released status reports are selected for all planning objects automatically and are displayed in the Status report field.
- If no released status reports exist for at least one planning object, the For the following planning objects no appropriate status report has been found: message is displayed with a list of the respective planning objects.
- By clicking on the Assign a status report to the planning object button in the respective planning object line, the Assign Status Report module is opened, in which a status report can be selected and assigned manually.
- Only released status reports are displayed.
Create Simulation
Procedure- Click on the Create simulation button.
- As a result, the status report data is copied to an extra simulation table and summarized to department and months.
- If no released status reports exist for one ore several planning objects,
- they are automatically created and used as underlying data for the simulation.
- The status reports automatically created for simulation are marked as simulation reports separately in the background and are only used for simulation. They are not visible in the regular status report modules.
- already existing status reports are updated, provided that no status reports have been created and released manually.
- they are automatically created and used as underlying data for the simulation.
- If no released status reports exist for one ore several planning objects,
- As a result, the status report data is copied to an extra simulation table and summarized to department and months.
- The Simulation module is opened, in which planning dates of the planning objects can be simulated.
Open Existing Simulations
Procedure- If a portfolio already has recorded simulations or road maps, they will be displayed in the Road maps and Simulations areas.
- From here, individual simulations or road maps can be opened in the required line by clicking on the link on the ID.
New from DB 39.5.14
Compare Simulations
Procedure- Click on the Compare simulations button.
- The Compare Simulations module is opened.
- Select a simulation or road map from the Simulation/road map listbox in the Data source area.
- Select a second simulation or road map from the Compare to listbox.
- Select the comparison period in the Period area.
- Click on Refresh.
- Both simulations/road maps are compared per month/department and the results are displayed graphically.
- The upper data source forms the basis for comparison, also, e.g., for the selection of the departments to be compared.
- In the diagrams, the utilizations of the departments are displayed in the form of bars and the available capacities of the departments are displayed in the form of a graph.
Cancel Road Map Release
Information- A road map is the released and therefore frozen version of a simulation. The release of a simulation as a road map is done in the Simulation module. In order to be able to change a road map retroactively, the release must be canceled first in order to reconvert the road map into a simulation.
- Right-click on the required road map in the Road Maps area and select the Cancel road map release command from the context menu.
- Confirm the Is this road map release to be canceled? If it is canceled, the road map will be converted to a simulation. message.
- The road map thus becomes a simulation and will be displayed in the Simulations area.
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