Project and Portfolio Management

My Watchlist (Project) MOD009AG3

Access

Information

  • In this module, the employee can display planning objects he or she wants to monitor. He or she does not necessarily have to be planned as a resource in these planning objects.

    • In order to be allowed to use the watchlist function, the logged-on user must be defined in the system as a Stakeholder.

Assign planning objects to the watchlist/remove planning objects from the watchlist

  • To include the planning objects in the watchlist, click on the Assign Planning Objects button (at the right upper margin of the left module window).

  • To remove the required planning objects from the watchlist, mark them and click on the Delete button in the toolbar.

Details

  • The projects to be displayed in this module can be filtered using object filters.

    • If there already is an object filter, it can be selected from the listbox on the Filter field. After clicking on the Apply changes button, only projects which correspond to the filter are displayed.

    • You can edit existing object filters or create new ones in the Object Filter module which is opened via the Edit filter button.

    • If an object filter is selected in one of the modules which use object filters, it automatically takes effect in all other modules with object filters as well.

  • By clicking on the ID of the required project you can switch to the corresponding Project panel in which you can review or edit the project data depending on your user rights.


Legend

Symbol

Meaning

Color

Comment

WunschDB14.png


Requested dates


Requested start and Requested end are defined in the Key dates area in the respective core data module (Project Core Data, Idea Core Data, Proposal Core Data, Program Core Data).

KalkPRDB14.png



Calculated dates

The color of the bar is determined by the code of the planning object.
CodeADB14.png Code A
CodeBDB14.png Code B
CodeCDB14.png Code C
CodeDDB14.png Code D
CodeEDB14.png Code E

Calc. start and Calc. end of a planning object are determined during the calculation of the schedule (by clicking on the calculate_schedule.png menu item button).
You can define and change the code of the planning objects in the Edit Planning Objects module (for projects and proposals you can also do this in the Project Core Data and Proposal Core Data modules)

ActDB14.png


Actual dates

The bar is hatched in white. The background color depends on the code of the planning object.

Actual start and Actual end (if available, otherwise Latest time recording date ) of a planning object. They are determined from the actual dates of the tasks (Actual start/Actual end) during the calculation of the schedule of the respective planning object (by clicking on the calculate_schedule.png menu item button).

Puffer.png


Float


Float available when the calculated end date (Calc. end) is earlier than the requested end date (Requested end).

Verzug.png



Delay


A delay occurs when the calculated end date (Calc. end) is later than the requested end date (Requested end).
The delay bar immediately follows the bar for calculated dates and is customized with a color gradient so that the red color has various shades.

AOBAus.png


External Links

AOBAus.png outgoing

AOBEin.png incoming

Clicking the corresponding arrow opens a dialog box displaying a table of outgoing and incoming external links assigned to the respective project.

MMSDB14.png

Master Milestones

MMSDB14.png without delay
MMSredDB14.png / with delay
MMSdoneDB12.png / with actual end

Tasks are defined as master milestones in the Schedule module.

VGueberkrit.PNG

Master milestone delay


Master milestone delay exists if Calc. end of a master milestone is later than its Latest end.