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

Proposal Panel

Introduction

  • User Menu → My Objects → Click on the ID of the required proposal→ Proposal panel

  • Click on the plus button in the user menu → Click on Proposal → New Proposal → Proposal panel

  • Planning → Portfolios panel → Strategic Analysis → Click on the New Proposal button in the action bar → Proposal panel

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

  • The Proposal panel contains view and editing modules for the selected or newly created proposal.

  • Whether data in the modules can only be viewed or whether it can be edited as well depends on the rights of the logged in user.

Proposals are a planning object type in PLANTA project. For further information, see Planning Objects.

Modules of the panel