Project and Portfolio Management
Version 27 Version 26 39.5.25 39.5.23 39.5.22 39.5.21 39.5.20 39.5.19 39.5.18 39.5.17 German English
Project and Portfolio Management
Version 27 Version 26 39.5.25 39.5.23 39.5.22 39.5.21 39.5.20 39.5.19 39.5.18 39.5.17 German English
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Initiate Projects

Information

  • Those who initiate projects or approve them for implementation are usually multi-project managers or members of a project office.

  • PLANTA project offers several options for the creation of new projects.

Create Projects Directly

  • There are action bar buttons in several management modules and module panels, e.g. Projects panel which are especially designed for this, alternatively by using the plus button in the user menu, (provided the user possesses the required authorizations).

  • By clicking on the New Project button or the plus button in the user menu, the user gets redirected to the dialog module, within which, among other things, the project description and the project manager can be determined.

  • Then the empty Project Core Data module opens, a type of project form for entering key data for a new project. In addition to the project title and project description with goals, scope, etc., it can also be used to, e.g., already specify the project dates (called requested dates in PLANTA project) and, if needed, define a project team, etc.

  • As soon as the core data of the new project has been recorded and saved, the project will be available in the system and can be opened and edited by authorized persons at any time.

Converting Existing Project Initiatives or Project Ideas

  • The other option for the creation of new projects is the conversion of already existing project proposals or project ideas (in PLANTA project simply called proposals and ideas) into projects.

With proposals and ideas, PLANTA project offers a sort of gradual pre-planning for projects. This way you can first gather project ideas and substantiate them before turning them into projects. Since the data environment of these planning objects is identical in PLANTA project, they can be converted from a lower to a higher type without any data loss whatsoever, allowing you to keep on working on the project without having to record data anew.

  • There are two approaches for the conversion of the planning object type:

    • either change the planning object type in the Edit Planning Objects overview and administration module. To do so, change the Type parameter from "Proposal" to "Project". Data previously recorded in the proposal will be retained and remains modifiable.

    • or make the conversion within a process model. See the info box below.

Besides free planning, PLANTA project also offers planning based on defined process models. Such models can be created individually and be assigned to any planning object. Each model contains defined steps which must be processed consecutively during planning, so that the planning process follows a predefined pattern.

You can define different rules within the models. You can, e.g., define that particular steps cannot be carried out as long as the preceding step has not been completed, etc. Such rules can also be applied to multi-leveled models in order to define how, e.g., the transition from "Proposal" to "Project" is to be effected. It its software, PLANTA already offers several exemplary models, including for multi-level planning with conversion of planning object types.


See also: For the exact procedure, see Create Project in the project workflow.