Further... (Project) MOD009E2F | Project and Portfolio Management

Introduction

Planning → Projects panel → Click on the ID of the required project (proposal) → Project (Proposal) panel → More...

Alternative Introduction

There are several ways to access the desired planning object or portfolio panel and its associated modules:
- via Quick Access in the user menu (My Objects and Favorites)
- via the Global Search function in the user menu (Direct Entry)
- via links on planning objects or portfolios in various modules

Information

The Further... module represents
- a summarization of the modules which are required to edit a project, that are not loaded immediately when the Project panel is opened, as well as
- a central collection of the links to analysis and overview modules, which can otherwise be opened from different editing modules of the Projectpanel via the Reporting link.

Module Variants

Base

Modules are listed which are not loaded by default when the Project panel is opened so that the panel design appears more clearly.

Configuration

The variant enables you to mark those modules which are to be loaded individually when the panel is opened in the list of modules that are hidden by default. This setting is user-specific. In order for the modules to be loaded, activate the Load automatically checkbox next to the required modules. The function is only active if the global Load user-defined submodules parameter is set = 1 (in the PLANTA standard, the parameter is active).

Notes on analysis modules

Depending on the respective project, not all analysis modules contained in it are loaded when you open the Further... module. Certain analysis modules are only displayed when the necessary requirements are fulfilled. For this purpose, see the Information on individual modules below.

Module Display for Projects

For information

The module contains links to
- further editing modules of the Project panel
  - Resource Plan
  - SAP WBS
  - Subprojects
  - Progress
  - Risks/Opportunities
  - Project Insights
  - Activities
  - Documents
  - Dependencies
  - Change Request
  - Production Costs
  - Project Applications
  - Resource Requests ( only available if the resource requests/approvals are activated)
  - Stakeholder Analysis
- Analyses and Overviews
  - Costs and Effort.
    - Resource Requirements (is displayed if the project already contains effort and if there is at least one status report)
    - Cost Reports (is displayed if the project already contains costs)
    - Costs and Revenues Total of the Project (is displayed if the project already contains costs)
    - Cost Trend Analysis (is displayed if the project already contains effort and if there is at least one status report)
    - Effort Reports (is displayed if the project already contains effort)
    - Effort Trend Analysis (is displayed if the project already contains effort and if there is at least one status report)
  - Dates
    - Deviations (is displayed if there is at least one status report)
    - Milestone Overview (is only displayed for main projects)
    - Check Reported Hours
  - Miscellaneous
    - Opportunity Trend Analysis (is displayed if there is at least one status report)
    - Risk Trend Analysis (is displayed if there is at least one status report)
    - PLANTA project vs. Microsoft Project

Module Display for Proposals

For information

The module contains links to
- further editing modules of the Proposal panel
- Analyses and Overviews
  - Costs and Effort.
    - Resource Requirements (is displayed if the proposal already contains effort and if there is at least one status report)
    - Cost Reports (is displayed if the proposal already contains costs)
    - Costs and Revenues Total of the Project (is displayed if the proposal already contains costs)
    - Cost Trend Analysis (is displayed if the proposal already contains effort and if there is at least one status report)
    - Effort Reports (is displayed if the proposal already contains effort)
    - Effort Trend Analysis (is displayed if the proposal already contains effort and if there is at least one status report)
  - Dates
    - Deviations (is displayed if there is at least one status report)
    - Milestone Overview
    - Check Reported Hours
  - Miscellaneous
    - Opportunity Trend Analysis (is displayed if there is at least one status report)
    - Risk Trend Analysis (is displayed if there is at least one status report)

See also: Customize the Further... module