DT870 Portfolio
DI064768 Portfolio
Functional ID of the portfolio
DI028667 Portfolio ID
Technical ID of the portfolio
DI061318 Relevant budget parameter: name
Name of the selected value of the Relevant project budget in portfolio environment parameter
Details
- This parameter defines which project budget or project costs (approved project budget, costs from the active project status reports, etc.) are considered relevant and are compared to the portfolio budget.
- The values of the parameter are selected in the Global Settings module
DI028678 Portfolio name
Name of the portfolio
Modifiable
- in the Portfolio Core Data module,
- provided that the modifying user possesses the required rights
DI028679 Portfolio manager ID
Code (ID) of the project manager. See also DI041086.
DI041086 Portfolio manager
Name of the portfolio manager. In input mode, a listbox for selection of a portfolio manafer is displayed on the respective field.
Modifiable
- in the Portfolio Core Data module,
- provided that the modifying user possesses the required rights
DI029097 Portfolio manager
Name of the portfolio manager
DI028686 Description
Here, the description of the portfolio is entered or displayed.
Modifiable
- in the Portfolio Core Data module,
- provided that the modifying user possesses the required rights
DI029098 HT: Released
DI059102 »
Arrow button for switching the estimate values for different portfolio factors (costs, effort, quality, etc.)
DI041725 Portfolio estimate
Numeric estimate value for the total status of the portfolio which is reflected by the corresponding estimate symbol. The value is usually invisible in the user modules.
Note
- You can change the estimate, which will thus change this value, by clicking on the arrow symbol » in the Status module.
DI041726 Budget/cost estimate
Numeric estimate value for costs of the planning objects assigned to the portfolio and selected for the portfolio status report. The display of the respective estimate symbol is based on this value. The value is usually invisible in the user modules.
See notes under Portfolio estimate
DI041728 Risks/opportunities estimate
Numeric estimate value for risks and opportunities of the planning objects assigned to the portfolio and selected for the portfolio status report. The display of the respective estimate symbol is based on this value. The value is usually invisible in the user modules.
See notes under Portfolio estimate
DI041730 Quality estimate
Numeric estimate value for the quality of the planning objects assigned to the portfolio and selected for the portfolio status report. The display of the respective estimate symbol is based on this value. The value is usually invisible in the user modules.
See notes under Portfolio estimate
DI062231 Budget/effort estimate
Numeric estimate value for the effort of the planning objects assigned to the portfolio and selected for the portfolio status report. The display of the respective estimate symbol is based on this value. The value is usually invisible in the user modules.
See notes under Portfolio estimate
DI062232 Dates estimate
Numeric estimate value for dates of the planning objects assigned to the portfolio and selected for the portfolio status report. The display of the respective estimate symbol is based on this value. The value is usually invisible in the user modules.
See notes under Portfolio estimate
DI041731 Estimate date for portfolio
Date of the estimate of the status of the planning objects assigned to the portfolio and selected for the portfolio status report. The update of the date is done automatically after the estimate of at least one factor in the Status module has been made/changed.
DI041732 Estimate date for budget/costs
Date of the estimate of the costs of the planning objects assigned to the portfolio and selected for the portfolio status report by the portfolio manager. The update of the date is done automatically after the estimate of at least one factor in the Status module has been made/changed.
DI041734 Estimate date for risks/opportunities
Date of the estimate of the risks and opportunities of the planning objects assigned to the portfolio and selected for the portfolio status report by the portfolio manager. The update of the date is done automatically after the estimate of at least one factor in the Status module has been made/changed.
DI041736 Estimate date for quality
Date of the estimate of the quality of the planning objects assigned to the portfolio and selected for the portfolio status report by the portfolio manager. The update of the date is done automatically after the estimate of at least one factor in the Status module has been made/changed.
DI062233 Estimate date for budget/effort
Date of the quality estimate of the portfolio by the portfolio manager. The update of the date is done automatically after the estimate of at least one factor in the Status module has been made/changed.
DI062234 Estimate date for dates
Date of the estimate of the dates of the planning objects assigned to the portfolio and selected for the portfolio status report by the portfolio manager. The update of the date is done automatically after the estimate of at least one factor in the Status module has been made/changed.
DI041737 Comment: portfolio
Comment on the status of the planning objects assigned to the portfolio and selected for the portfolio status report
DI041738 Comment: budget/costs
Comment on the costs of the planning objects assigned to the portfolio and selected for the portfolio status report
DI041740 Comment: risks/opportunities
Comment on the risks and opportunities of the planning objects assigned to the portfolio and selected for the portfolio status report
DI041742 Comment: quality
Comment on the quality of the planning objects assigned to the portfolio and selected for the portfolio status report
DI062235 Comment: budget/effort
Comment on the effort of the planning objects assigned to the portfolio and selected for the portfolio status report
DI062236 Comment: dates
Comment on the dates of the planning objects assigned to the portfolio and selected for the portfolio status report
DI059101 OLE estimate: portfolio
Symbol visualizing the estimate of the entire portfolio by the portfolio manager
Note
- You can change the estimate and hence the symbol shape by clicking on the arrow symbol ».
- In PLANTA Standard, these changes can only be made in the Status module. It is an output value in the Portfolio Status Report module.
DI059104 OLE budget/costs estimate
Symbol visualizing the estimate of the costs of the planning objects assigned to the portfolio and selected for the portfolio status report by the portfolio manager
For notes, see OLE estimate: portfolio
DI059106 OLE risks/opportunities estimate
Symbol visualizing the estimate of the risks and opportunities of the planning objects assigned to the portfolio and selected for the portfolio status report by the portfolio manager
For notes, see OLE estimate: portfolio
DI059107 OLE quality estimate
Symbol visualizing the estimate of the quality of the planning objects assigned to the portfolio and selected for the portfolio status report by the portfolio manager
For notes, see OLE estimate: portfolio
DI062237 OLE budget/effort estimate
Symbol visualizing the estimate of the effort of the planning objects assigned to the portfolio and selected for the portfolio status report by the portfolio manager
For notes, see OLE estimate: portfolio
DI062238 OLE date estimate
Symbol visualizing the estimate of the dates of the planning objects assigned to the portfolio and selected for the portfolio status report by the portfolio manager
For notes, see OLE estimate: portfolio
DI062980 Status report: name
Name of the portfolio status report to be created
DI062982 Status report: creator
ID of the user who is allowed to edit the data of the portfolio status report to be created
DI062984 Status report: creator (name)
Name of the user who is allowed to edit the data of the portfolio status report to be created
DI063012 Monthly report for
Month for which the data is frozen in the portfolio status report
DI061362 Year virt.
Listbox for selecting the years for manual yearly tranche input for portfolio budget planning
Modifiable
- in the Budget module,
- provided that the modifying user possesses the required rights
DI064530 Active template
Specifies the quality gate template which is set active for the opened portfolio
Modifiable
- in the Portfolio Core Data module,
- provided that the modifying user possesses the required rights
DI064736 Copy QG template automatically
Parameter with the help of which you can define whether the template selected for the portfolio is automatically copied to a planning object when it is assigned to the portfolio
Modifiable
- in the Portfolio Core Data module,
- provided that the modifying user possesses the required rights
DI028668 Created on
When a record is created, the creation date is automatically entered here.
DI028669 Changed on
When a record is modified, the modification date is automatically entered here.
DI028671 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.
DI028672 Changed by
When a record is modified, the ID (code) of the logged-on user is automatically entered in this field.