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

Project Insights MOD009E2L

Introduction

  • Planning → Projects panel → Click on the ID of the required project → Project panel → Further... → Project Insights

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

  • In this module, all insights gained during project implementation can be systematically recorded in the form of lessons learned and measures/decisions.

While lessons learned highlight what worked well and where there is room for improvement, measures/decisions must be implemented in order to bring about concrete improvements or changes.

Details

  • All newly recorded lessons learned and measures/decisions are enabled by default for display in the Dashboard and for inclusion in status reports (Status module). This can be disabled in the respective data sheet (Lessons Learned or Measure/Decision).

Lessons Learned

Record Lessons Learned

  • Click on the plus.png Insert lessons learned button in the Lessons Learned area.

    • The Lessons Learned module, which contains information on lessons learned, is opened on the right-hand side of the panel.

      • Make a specification in the Category field.

      • Some fields are automatically filled with default values, but can be changed immediately after creation or at a later date.

      • Newly created lessons learned are automatically assigned a lessons learned ID.

  • Enter information or make specifications.

  • Save.

Edit Lessons Learned

  • In the Lessons Learned area, click on the ID of the required entry.

  • Edit entry.

  • Save.

Measures/Decisions

Record Measures/Decisions

  • Click on the Insert measures/decisions button plus.png in the Measures/Decisions area.

    • The Measures/Decisions module which contains information on measures/decisions is opened at the right margin of the panel.

      • Make a specification in the Type field.

      • Some fields are automatically filled with default values, but can be changed immediately after creation or at a later date.

      • Newly created measures or decisions are automatically assigned a measure/decision ID.

  • Enter information or make specifications.

  • Save.

Edit measures/decisions

  • Click on the ID of the required entry in the Measures/Decisions area.

  • Edit entry.

  • Save.

Delete lessons learned or measures/decisions

Procedure

  • Right-click on any field of the entry you want to delete and select the Delete entry from the context menu.

  • Optionally, select the required entry and click the Delete Selected button in the action bar.