Projects MOD0099G2 | PLANTA Online-Hilfe

Access

Multi-Project Management → Project Planning → Multi-Project Board panel → Projects
Resource Management → Reports → Multi-Project Board panel → Projects

Information

This module provides the multi-project manager with an overview of already existing projects and proposals which the multi-project manager is authorized to view.
- If they are structured projects, the subprojects can be expanded below the main projects.
In this module you can also create new projects.

Module Variants

Base	All active projects are displayed, i.e. projects with Status = 1 (active) and proposals.
Inactive projects	All inactive projects are displayed, i.e. projects with Status = 2 (inactive).
Template projects	All projects with Status = 0 (template) are displayed. These projects can be used as a template when creating a schedule in new projects.
Archived projects	All archived projects are displayed, i.e. projects with Status = 9 (archive).
Overhead cost projects	All overhead cost projects are displayed, hence projects with Posting type = 1 (Also future actual postings).

Details

The projects displayed in this module are grouped by code. However, it is possible to change the grouping or to have the projects displayed ungrouped.
- In the Group by field you can either change the grouping criterion by making a selection from the listbox, or delete it. After you have clicked on the Apply changes button, the projects are either displayed grouped by the selected criterion or they are displayed ungrouped.
  - If you change the grouping criterion in another module of the panel which also contains grouping criteria, it automatically takes effect in the current module as well.

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.

By clicking on the New project button you switch to the Project panel in which a new project can be created.

Only users with multi-project, multi-portfolio manager, or multi project/request manager rights can create new projects from this module.

If you unhide the Type column, you can see which planning object type the respective planning object is of, project or proposal.

By clicking on the arrows in the time scale area ( for incoming and for outgoing links) you can consult external links of the planning object in a dialog module. If you click on the arrow again, the dialog module is closed again.

Legend

Meaning	Color	Comment
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).
Calculated dates	The color of the bar is determined by the code of the planning object. Code A Code B Code C Code D Code E	Calc. start and Calc. end of a planning object are determined during the calculation of the schedule (by clicking on the 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)
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 menu item button).
Float		Float available when the calculated end date (Calc. end) is earlier than the requested end date (Requested end).
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.
External Links	outgoing incoming	Clicking the corresponding arrow opens a dialog box displaying a table of outgoing and incoming external links assigned to the respective project.
Master Milestones	without delay / with delay / with actual end	Tasks are defined as master milestones in the Schedule module.
Master milestone delay		Master milestone delay exists if Calc. end of a master milestone is later than its Latest end.