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
Breadcrumbs

Planning Objects Status MOD009E69

Introduction

  • Planning → Portfolios panel → Click on the ID of the required portfolio → Portfolio panel → Planning Objects Status

Alternative Introduction

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

  • This module provides an overview of all planning objects assigned to a portfolio and contains the following information per planning object:

    • estimate of the planning object by the portfolio manager,

    • estimate of the entire project from the current planning by the project manager,

    • estimates on individual factors (costs, effort, dates, quality, risks and opportunities), visualized by a thumb symbol,

    • automatically calculated planning objects statuses for the cost, effort, and date factors, visualized by the corresponding traffic light.

  • The estimates and statuses are displayed for the following planning statuses:

    • current planning,

    • baseline report,

    • active released status report (last released status report)

    • released status report (the status report which was active before the current one).

Details

  • The portfolio manager can write comments for each planning object and edit them. He/she can furthermore adjust the estimate via the » button.

  • By clicking on the ID of the required planning object you switch to the planning object panel (Program, Project, Proposal, Idea), in which you can edit or view the data of the planning object depending on your user rights.

  • By clicking on the report number you switch to the Status Report module.

Notes

  • The status report data is only displayed if respective status reports exist.

  • Below the programs you will also find the estimates and the status of the associated projects.

  • If the displayed projects also contain subprojects, only the main projects are displayed.