Management (Web Client)

 Information

• Below you will find a description of what a Management role is in the PLANTA project web client 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 modules which are particularly relevant for the web client are contained in the R45 demo user.

• Management (Web Client)
  • Dashboard
    • Overview:
      • Project List  (link on a project ID leads to the web client modules of the project workflow)
        • Project Dashboard
        • Project Core Data
        • Documents

 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.