Management

 Information

• Below you will find an explanation of what a Management role is in PLANTA project and which modules are available for this role.

Role Function and Tasks

Information

• The management is responsible for the management of the company.
• Reliable project specific or cross-project information are required as a basis for decision-making.

Role Modules/Module Tree

The Management role with all relevant modules is contained in the R47 demo user.

• Management
  • Management Reports
    • Multi-Project Board
      • Projects
      • My Watchlist
      • Unload
      • Utilization by Skills
    • Project Overviews
      • Project Estimate
      • Critical Projects
      • Projects 2 Groupings
      • Risks and Opportunities
    • Program Overviews
      • Program Estimate
      • Risks and Opportunities
    • Resource Overviews
      • Resource Utilization by Code
      • Resource Load per Month
      • Resource Utilization by Skill
      • Remaining Effort and Costs
    • Cost Overviews
      • Budget, Costs, and Revenues
      • Budget, Costs, and Revenues (Delta View)
      • Budget and Costs by Groups
      • Budget and Costs by Customer, Group, and Manager
      • Allocate Costs to Cost Centers
      • Costs by Cost Type Groups
      • Effort by Cost Type Groups
      • Costs by Cost Types / Month
      • Costs by Cost Type Groups / Month
      • Costs and Revenues per Month
      • Projects with Budget Overrun

 Note

• The modules of the planning object can be opened by clicking on a planning object ID.
  • A list of the planning object modules and further information can be found under Project Panel, Proposal Panel, Idea Panel, Portfolio Panel or Program Panel.
• Whether the current user is authorized to change or to only look at planning object data in this module, depends on his/her user rights.