Portfolio Status Report MOD009E7D

Introduction

• Planning → Portfolios panel → Click on the ID of the required portfolio → Portfolio panel → Status → Click on + status report button → Portfolio status report

Information

• In this module you can

  • access the data of the selected status report of the selected portfolio.

  • release and delete newly created reports as monthly reports.

  • output portfolio reports as a PDF.

Details

• The data frozen in the selected status report is displayed in the Portfolio Status Report module, divided into two sections:

  • Estimate

    • manual estimates of the portfolio manager on different factors like, e.g., costs, dates, etc., as well as

    • summarized status report data of those assigned planning objects for which the PSR checkbox has been activated at the time of creation of the portfolio status report.

  • Assignment

    • The planning objects assigned to the portfolio at the time of creation of the portfolio status report with the respective status reports the data of which form the basis of the selected portfolio status report.

Release Portfolio Status Report as a Monthly Report

Procedure

• Click on the Release button in the action bar.

• Confirm the Status report cannot be changed after it has been released. dialog message Proceed? message with Yes

• As a result, the status report becomes a monthly report

Notes

• A released status report cannot be deleted.

• The release can only be canceled in the Check Status Report Creation And Project Applications module and only by users with multi-portfolio manager rights (if, e.g., another status report is to be released as a monthly report).

Delete Portfolio Status Report

Procedure

• Click on the Delete button in the action bar.

• Confirm the Do you really want to delete this data? message with Yes.

• The status report will be deleted.

Notes

• Only status reports with "created" status can be deleted.

• If a released status report is to be deleted, its release must be revoked in the Check Status Report Creation and Project Applications module ( this can only be done by users with multi-portfolio manager authorizations and access to the Check Status Report Creation and Project Applications module).

Copy the portfolio status report link

Procedure

• Click on the Copy link button in the action bar.

  • A link to the current portfolio status report is automatically copied to the clipboard.