Stakeholder MOD009C8W New from DB 39.5.0 / Up to DB 39.5.7
The following description applies to PLANTA
project versions up to DB 39.5.7. From release DB 39.5.7, program stakeholders are displayed and edited in the
Program Core Data module, and the watchlist is displayed and edited in the
Dashboard module. If you use a PLANTA version
DB 39.5.7, please switch to the description of the
Program Core Data and
Dashboard modules.
Access path
Information
- In this module, stakeholders of the program can can be defined and categorized at the same time.
- Absence data of the corresponding employees can be viewed.
- Information can be sent to stakeholders.
Stakeholders
Putting a Program Team Together
Procedure
- Insert a new category record by right-clicking on the Stakeholder heading and selecting the Category command from the context menu.
- Select a category, e.g. Core team, from the listbox.
- By right clicking on the inserted category and selecting the Stakeholder command from the context menu a new stakeholder data record is inserted.
- Select the requested stakeholder for the Program team from the Stakeholder name listbox and save.
- Define the employee's role by the listbox of the same name.
- Define in the Info via field, whether the appropriate person is allowed to receive Program info If so, define the info type.
- The Program manager must also be assigned as a stakeholder and the info type has to be defined for him or her so that he or she can receive messages as well.
- Save.
Note
- Planning objects for which the user is stakeholder are automatically displayed after the user has logged on to the program in the My Planning Objects module in the Stakeholder with Modification Rights (if the Modification rights checkbox is activated) and Stakeholder without Modification Rights (if the Modification rights checkbox is deactivated) categories.
Insert Several Stakeholders Simultaneously
Procedure
- For this purpose, click on the Assign Stakeholder button.
- The To which category do you want to assign stakeholders? message is displayed.
- press the button for the requested category.
- The Select Stakeholders module is opened including a specification of the selected category.
- Mark the required stakeholders and click on the Assign marked button.
- Marked stakeholders are assigned to the selected category.
- Define the role of the stakeholder in the project via the listbox with the same name (do not confuse with the user/PLANTA roles).
- In the Info via field, define whether the person concerned is allowed to receive project information . If so, define the inbox type.
- Save.
Display Absence
Procedure
- Right-click on the required stakeholder.
- Select the Display absence context menu command.
- The Absence module is opened including the absence of the corresponding stakeholder.
Send Information
Procedure
- Right-click on the required stakeholder.
- Select the Send info context menu command.
- As a result, you switch to the Send Info module where the message for the corresponding stakeholder can be written and sent.
- Fill the data fields and click on the Send button.
Watchlist
Information
- In the This project is in the watchlist of: area, persons are listed who added the current project to their own watchlist for monitoring purposes via the My Watchlist module
Inserting Several Stakeholders Simultaneously
Procedure
- For this purpose, click on the Assign Stakeholder button.
- The To which category do you want to assign stakeholders? message is displayed.
- press the button for the requested category.
- The Select Stakeholders module is opened including a specification of the selected category.
- Mark the required stakeholders and click on the Assign marked button.
- Marked stakeholders are assigned to the selected category.
- Define the role of the stakeholder in the project via the listbox with the same name (do not confuse with the user/PLANTA roles).
- In the Info via field, define whether the person concerned is allowed to receive project information . If so, define the inbox type.
- Save.
Display Absence
Procedure
- Right-click on the required stakeholder.
- Select the Display absence context menu command.
- The Absence module is opened including the absence of the corresponding stakeholder.
Send Information
Procedure
- Right-click on the required stakeholder.
- Select the Send info context menu command.
- As a result, you switch to the Send Info module where the message for the corresponding stakeholder can be written and sent.
- Fill the data fields and click on the Send button.
Watchlist
Information
- In the This project is in the watchlist of: area, persons are listed who added the current project to their own watchlist for monitoring purposes via the My Watchlist module
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See also: Project Workflow,
Insert records | Program Program Info . If so, define the inbox type.
Display Absence
Procedure
- Right-click on the required stakeholder.
- Select the Display absence context menu command.
- The Absence module is opened including the absence of the corresponding stakeholder.
Send Information
Procedure
- Right-click on the required stakeholder.
- Select the Send info context menu command.
- As a result, you switch to the Send Info module where the message for the corresponding stakeholder can be written and sent.
- Fill the data fields and click on the Send button.
Watchlist
Information
- In the This Program is on the watchlist of: here, persons are listed, that have added the current program to their own watchlist via the My Watchlist module.
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