Projects 2 Groupings MOD009ALG

Access

• Multi-Project Management → Reports → Project Overviews → Projects: 2 Groupings
• Resource Management → Reports → Project Overviews panel → Projects: 2 Groupings

Information

• This module provides the multi-project manager with an overview of the already recorded projects and proposals, which the multi-project manager is allowed to see, grouped by two particular criteria
  • If they are structured projects, the subprojects can be expanded below the main projects.
  • Overhead cost projects (Posting type = 0) are not considered in this module.

Details

• If there are structured projects among the displayed projects as well, only their main projects will be displayed.
• In the 1st Grouping and 2nd Grouping fields, grouping criteria can be selected from the listboxes. After you have clicked on the Use changes button, projects are grouped by the newly selected criteria.

• The projects to be displayed in this module can be filtered using object filters.

  • If there already is an object filter, it can be selected from the listbox on the Filter field. After clicking on the Apply changes button, only projects which correspond to the filter are displayed.
  • You area, can edit existing object filters or create new ones in the Object Filter module which is opened via the Edit filter button.
  • If an object filter is selected in one of the modules which use object filters, it automatically takes effect in all other modules with object filters as well.

  
  

• By clicking on the ID of the required project, you can switch to the corresponding Project panel, in which you can edit or have a look at the project data depending on your user rights.

• By clicking on the New project button you switch to the Project panel in which a new project can be created.

  • Only users with multi-project, multi-portfolio manager, or multi project/request manager rights can create new projects from this module.

• By clicking on the arrows in the time scale area (

  

  for incoming and

  

  for outgoing links), you can open and look at external links of the planning object in a dialog module. If you click on the arrow again, the dialog module is closed again.

Legend

Symbol	Meaning	Color	Comment
	Requested dates		Requested start and Requested end are defined in the Key dates area in the respective core data module (Project Core Data, Idea Core Data, Proposal Core Data, Program Core Data).
	Calculated dates	The color of the bar is determined by the code of the planning object. Code A Code B Code C Code D Code E	Calc. start and Calc. end of a planning object are calculated by clicking on the calculation button . The code of the planning objects is defined and changed in the Edit Planning Objects module (the code of projects and proposals can also be defined and changed in the Project Core Data and Proposal Core Data modules.
	Actual dates	The bar is hatched in white. The background color depends on the code of the planning object.	Actual start and Actual end (if available, otherwise Latest time recording date ) of a planning object. They are determined from the actual dates of the tasks (Actual start/Actual end) during calculation of the schedule of the respective planning object by clicking on the calculation button .
	Float		Float available when the calculated end date (Calc. end) is earlier than the requested end date (Requested end).
	Date delay		A date delay occurs when the calculated end date (Calc. end) is later than the requested end date (Requested end). The date delay bar immediately follows the bar for calculated dates and is customized with a color gradient so that the red color has various shades.
	External links	outgoing incoming
	Master milestones	without delay with delay with Actual end	Tasks are defined as master milestones in the Schedule module.
	Master milestone delay		Master milestone delay exists if Calc. end of a master milestone is later than its Latest end.