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DT858 Project/portfolio

DI023102 Portfolio

ID of the portfolio to which the current planning object is assigned

DI023103 Project ID

DI023116 Active

This parameter is no longer used from version S 39.5.10.

DI023151 Type

Here, the ID of the planning object type which is assigned to the portfolio is output.

DI023153 Number

Here, the number of planning objects (projects, proposals, ideas, programs, requests) which are assigned to a portfolio are displayed.

DI059093 Type name

Here, the name of the planning object type (project, proposal, idea, program, or request) is displayed.

DI063002 PSR display

This parameter determines whether the data of the selected planning object (data from the selected status report) is displayed in the Time&Budget matrix of the portfolio status report.

Modifiable

  • in the Status module,
  • provided that the modifying user possesses the required rights

Note

  • There is a dependence on the PSR display checkbox. If it is deactivated, the TBM display checkbox is automatically deactivated as well. The opposite is not true: If the PSR display is activated, TBM will not be activated automatically but must be activated manually if you want the data of the respective planning object to be taken into account in the Time&Budget matrix.

DI062360 Project report

ID of the planning object status report the data of which is to be taken into account in the portfolio status report

DI062362 PSR display

This parameter determines whether the data of the selected planning object (data from the selected status report) will be taken into account and displayed in the portfolio status report.

Modifiable

  • in the Status module,
  • provided that the modifying user possesses the required rights

DI062986 Report status

Date on which the planning object status report, the data of which is to be taken into account in the portfolio status report, was created

DI062363 OLE estimate: risks/opportunities

Symbol for the visualization of the risks and opportunities of the planning object by the planning object manager. The estimate stems from the status report assigned to the planning object.

DI062364 OLE estimate: quality

Symbol for the visualization of the estimate of the quality of the planning object by the planning object manager. The estimate stems from the status report assigned to the planning object.

DI062369 OLE project estimate

Symbol for the visualization of the estimate of the overall status of the planning object by the planning object manager. The estimate stems from the status report assigned to the planning object.

DI062365 OLE estimate: dates

Symbol for the visualization of the estimate of the dates of the planning object by the planning object manager. The estimate stems from the status report assigned to the planning object.

DI062367 OLE effort estimate

Symbol for the visualization of the estimate of the effort of the planning object by the planning object manager. The estimate stems from the status report assigned to the planning object.

DI062368 OLE cost estimate

Symbol for the visualization of the estimate of the costs of the planning object by the planning object manager. The estimate stems from the status report assigned to the planning object.

DI064169 OLE project/portfolio manager estimate

Symbol (thumb) for the estimate of the status of the planning object in the portfolio by the portfolio manager

Modifiable

DI064521 Comment: PFM

Comment of the portfolio manager on planning objects

Modifiable

DI064544 Color in simulation

Determines the color of the planning object in the Gantt chart and in the utilization diagram of a simulation/road map. A project code color is preset here by default.

Modifiable

  • in the Simulations module,
  • provided that the modifying user possesses the required rights

DI064676 OLE deviation costs: total - budget

Symbol (traffic light) for the visualization of the deviation between Total costs and the cost budget of the planning object from the last released status report or from the status report which was selected for the planning object in the portfolio.

DI064677 OLE deviation effort: total - budget

Symbol (traffic light) for the visualization of the deviation between Total effort and the Effort budget of the planning object from the last released status report or from the status report which was selected for the planning object in the portfolio.

DI064678 OLE dev.: project/MMS end dates: calc. end - requested end

Symbol (traffic light) for the visualization of the deviation between the calculated end date and the requested end date of the planning object or of its master milestones from the last released status report or from the status report which was selected for the planning object in the portfolio. The traffic light refers to the highest of all deviation values.

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