Panel Project
Information
- In the Project module panel, all modules required for the creation and editing of a project are summarized.
- Whether the panel can be opened for the purpose of creating a new project and whether project data can be edited or only be read depends on the rights of the logged-on user and on whether the user possesses the role which has access to the respective modules.
Access 1: Open the panel in order to make changes or to have a look at existing projects
- You can open the required project
- a) via the Extras → Go to menu or by opening a dialog window via CTRL+G and entering the ID of the required project or
- b) by clicking on the link on the ID of the required project in any module (e.g. My Planning Objects)
- If the Dashboard module contains data, it will be focused when the panel is opened, otherwise, the Project Core Data module will be focused.
Access 2: Open the panel to create a new project As a result, the empty Project Core Data module is focused.
- Multi-Project Management → Project Planning → New project link
- Multi-Project Management → Project Planning → Multi-Project Board → Projects → New project button
- Multi-Project Management → Reports → Project Overviews → Projects: 2 Groupings → New project button
- Portfolio Management → Create Planning Object → New project link
- Portfolio Management → Planning and Reports → Planning Objects with Bubble Charts → Projects → New project button
- Portfolio Management → Planning and Reports → Planning Objects Grouped → Create planning object button → in the Project dialog window
Modules of the panel
- Dashboard
- Project Core Data
- Budget
- Schedule
- WBS
- Status
- Info Board
- pulse Boards
- This module is only available if a project has been synchronized with PLANTA pulse (PLANTA Hybrid).
- Further ...