DT527 Stakeholder
DI026560 Stakeholder ID
Code (ID) of the stakeholder. For description, see DI034521
DI034521 Stakeholder
Name of the stakeholder (incarnation field). If the requested person is not offered for selection in the listbox, a stakeholder assignment is to be inserted for that person in the Persons module.
Modifiable
- in the following modules:
- provided that the modifying user possesses the required rights
DI026572 Role
Role of the stakeholder in the project team
Modifiable
- in the following modules:
- provided that the modifying user possesses the required rights
Note
- The listbox values are created and edited in the Listbox Values module.
DI026614 Note
Text field for a note/remark on the stakeholder
DI026615 Modification access
By activating/deactivating the Modification access checkbox, the project manager can allow a project team member to edit the data of a planning object (project / program / proposal) (e.g. as an absence rule).
Values
- - Team member is allowed to edit project data.
- - Team member is not allowed to edit project data
Note
- Learn more about controlling access rights for projects here.
Modifiable
- in the following modules:
- provided that the modifying user possesses the required rights
DI026618 Person
ID of the stakeholder person. For further information, see the Persons module.
DI026625 E-mail
E-mail address of the stakeholder. The e-mail address of the stakeholder is stored in the Internal e-mail field in the Persons module and is automatically copied to DI026625 E-mail.
DI026709 Watcher
Parameter which signalizes whether the stakeholder is a watcher of a selected project (or in other words: whether the stakeholder in question has added the project to his watchlist)
DI026724 Left on
Date from which on the stakeholder person is no longer available as a resource for projects and can therefore no longer be created as a stakeholder for projects. The date is automatically copied from the Left on parameter of the respective resource.
DI040611 Left on
Date until which the corresponding person was a member (stakeholder) of a project team
DI041493 Info distribution list type
Checkbox which determines whether the user receives e-mails on Resource Planning with Requests/Approvals.
Values
- - the user will receive e-mails on Resource Planning with Requests/Approvals
- - the user will not receive any e-mails on Resource Planning with Requests/Approvals
The parameter can be edited in the following modules by users with modification rights:
Notes
- To send messages via e-mail you have to make sure that
- the e-mail address of the recipient is stored in the E-mail field in the Persons module. If no e-mail address is stored, a message indicating this is displayed.
- the specified e-mail address is correct. E-mail addresses are not validated in PLANTA project, so in case you enter a wrong address, the recipient will not receive the e-mail.
- enter the correct IP address of the smtp server in the SMTP server address parameter in the Global Settings module.
DI057611 Category name
Name of the category (incarnation field) to which stakeholders are copied
Values
- Core team
- Supplier
- Steering board
DI057789 Function
Function of the stakeholder within the company
DI026626 Phone 1
Phone number of the stakeholder person. It is automatically copied from the person data. You can create and edit phone numbers of the respective persons in the Persons module.
DI026627 Phone 2
Second (alternative) phone number of the stakeholder person. It is automatically copied from the person data. You can create and edit phone numbers of the respective persons in the Persons module.
DI026628 Phone 3
Third (alternative) phone number of the stakeholder person. For description, see Phone 2.
DI024647 Name complete
The full stakeholder name is displayed.
DI026573 Max. % per day
The DI is no longer used
DI057789 Function
Field which contains the information from the field of the same name of the stakeholder user.
DI065506 Scheduled
The parameter shows whether the selected stakeholder is already scheduled as a resource in the project schedule. The checkbox is automatically activated after the corresponding resource has been scheduled and the schedule has been calculated.
DI026562 Created on
When a record is created, the creation date is automatically entered here.
DI026563 Changed on
When a record is modified, the modification date is automatically entered here.
DI026565 Created by
When a record is created, the ID (code) of the logged-on user is automatically entered in this field. The creating user is also the owner of a record.
DI026566 Changed by
When a record is modified, the ID (code) of the logged-on user is automatically entered in this field.