DT870 Portfolio

DI064768 Portfolio

Functional identification number of the portfolio

DI028667 Portfolio ID

Technical ID of the portfolios

DI061318 Relevant budget parameter: name

Name of the selected value of the Relevant project budget parameter in portfolio environment

Details

This parameter defines which project budget or project costs (approved project budget, costs from the active project status reports, etc.) are considered relevant and compared to the portfolio budget.
- The values of the parameter are selected in the Global Settings module

DI028678 Portfolio name

Name of the portfolio

Modifiable

in the Portfolio Core Data module,
provided that the modifying user possesses the required rights

DI028679 Portfolio manager ID

Code (ID) of the portfolio manager. See also DI041086.

DI041086 Portfolio manager

Name of the portfolio manager. In input mode, a listbox for selection of a manager is displayed on the respective field.

Modifiable

in the Portfolio Core Data module,
provided that the modifying user possesses the required rights

DI029097 Portfolio manager

Name of the portfolio manager

DI028686 Description

Here, the description of the portfolio is entered or displayed.

Modifiable

in the Portfolio Core Data module,
provided that the modifying user possesses the required rights

DI059102 »

Arrow button for switching between estimate values for different portfolio factors (costs, effort, quality, etc.)

DI041725 Portfolio estimate

Numeric estimate value for the total status of the portfolio which is reflected by the corresponding estimate symbol. The value is usually hidden in the user modules.

Note

You can change the estimate, which will thus change this value, by clicking on the arrow symbol » in the Status module.

DI041726 Budget/cost estimate

Numeric estimate value for costs of the planning objects which are assigned to the portfolio and selected for the portfolio status report. The display of the respective estimate symbol is based on this value. The value is usually hidden in the user modules.

See notes under Portfolio estimate

DI041728 Risks/opportunities estimate

Numeric estimate value for risks and opportunities of the planning objects assigned to the portfolio and selected for the portfolio status report. The display of the respective estimate symbol is based on this value. The value is usually hidden in the user modules.

See notes under Portfolio estimate

DI041730 Quality estimate

Numeric estimate value for the quality of the planning objects assigned to the portfolio and selected for the portfolio status report. The display of the respective estimate symbol is based on this value. The value is usually hidden in the user modules.

See notes under Portfolio estimate

DI062231 Budget/effort estimate

Numeric estimate value for the effort of the planning objects assigned to the portfolio and selected for the portfolio status report. The display of the respective estimate symbol is based on this value. The value is usually hidden in the user modules.

See notes under Portfolio estimate

DI062232 Dates estimate

Numeric estimate value for dates of the planning objects which are assigned to the portfolio and selected for the portfolio status report. The display of the respective estimate symbol is based on this value. The value is usually hidden in the user modules.

See notes under Portfolio estimate

DI041731 Estimate date: portfolio

Date of the portfolio manager’s estimate of the status of the planning objects which are assigned to the portfolio and selected for the portfolio status report. The update of the date takes place automatically after the estimate of at least one factor in the Status module has been made/changed.

DI041732 Estimate date: budget/costs

Date the portfolio manager’s estimate of the costs of the planning objects which are assigned to the portfolio and selected for the portfolio status report. The update of the date takes place automatically after the estimate of at least one factor in the Status module has been made/changed.

DI041734 Estimate date: risks/opportunities

Date of the portfolio manager’s estimate on risks and opportunities of the planning objects assigned to the portfolio and selected for the portfolio status report. The update of the date takes place automatically after the estimate of at least one factor in the Status module has been made/changed.

DI041736 Estimate date: quality

Date of the portfolio manager’s estimate of the quality of the the planning objects which are assigned to the portfolio and selected for the portfolio status report. The update of the date takes place automatically after the estimate of at least one factor in the Status module has been made/changed.

DI062233 Estimate date: budget/effort

Date of the portfolio manager’s estimate of the quality of the portfolio. The update of the date takes place automatically after the estimate of at least one factor in the Status module has been made/changed.

DI062234 Estimate date: dates

Date of the portfolio manager’s estimate of the dates of the planning objects which are assigned to the portfolio and selected for the portfolio status report. The update of the date takes place automatically after the estimate of at least one factor in the Status module has been made/changed.

DI041737 Comment: portfolio

Comment on the of the status of the planning objects which are assigned to the portfolio and selected for the portfolio status report

DI041738 Comment: budget/costs

Comment on the costs of the planning objects which are assigned to the portfolio and selected for the portfolio status report

DI041740 Comment: risks/opportunities

Comment on the risks and opportunities of the planning objects assigned to the portfolio and selected for the portfolio status report

DI041742 Comment: quality

Comment on the quality of the planning objects which are assigned to the portfolio and selected for the portfolio status report

DI062235 Comment: budget/effort

Comment on the effort of the planning objects which are assigned to the portfolio and selected for the portfolio status report

DI062236 Comment: dates

Comment on the dates of the planning objects which are assigned to the portfolio and selected for the portfolio status report

DI059101 OLE estimate: portfolio

Symbol which visualizes the portfolio manager’s estimate of the entire portfolio.

Notes

You can change the estimate and hence the symbol shape by clicking on the arrow symbol ».
In PLANTA standard, these changes can only be made in the Status module. It is an output value in the Portfolio Status Report module.

DI059104 OLE estimate: budget/costs

Symbol which visualizes the portfolio manager’s estimate of the costs of the planning objects which are assigned to the portfolio and selected for the portfolio status report

For notes, see OLE estimate: portfolio

DI059106 OLE estimate: risks/opportunities

Symbol which visualizes the portfolio manager’s risks and opportunities of the planning objects assigned to the portfolio and selected for the portfolio status report

For notes, see OLE estimate: portfolio

DI059107 OLE estimate: quality

Symbol which visualizes the portfolio manager’s estimate of the quality of the planning objects which are assigned to the portfolio and selected for the portfolio status report

For notes, see OLE estimate: portfolio

DI062237 OLE estimate: budget/effort

Symbol which visualizes the portfolio manager’s estimate of the effort of the planning objects which are assigned to the portfolio and selected for the portfolio status report

For notes, see OLE estimate: portfolio

DI062238 OLE estimate: dates

Symbol which visualizes the portfolio manager’s estimate of the dates of the planning objects which are assigned to the portfolio and selected for the portfolio status report

For notes, see OLE estimate: portfolio

DI062980 Status report: name

Name of the portfolio status report to be created

DI062981 Status report: Period

DI062982 Status report: creator

ID of the user who edits the data of the portfolio status report to be created

DI062983 Status report: Status

DI062984 Status report: Creator (name)

Name of the user who edits the data of the portfolio status report to be created

DI063012 Monthly report for

Month for which the data is frozen in the portfolio status report

DI061362 Year virt.

Listbox for selecting the years for manual insertion of the yearly tranches for portfolio budget planning.

Modifiable

in the Budget module,
provided that the modifying user possesses the required rights

DI064530 Active template

Shows the quality gate templates which are set to active for the opened portfolio.

Modifiable

in the Portfolio Core Data module,
provided that the modifying user possesses the required rights

DI064736 Copy QG template automatically

Parameter which serves to define whether the template selected for the portfolio is automatically applied to a planning object when it is assigned to the portfolio.

Modifiable

in the Portfolio Core Data module,
provided that the modifying user possesses the required rights

DI066384 Cost center

Here you can enter the cost center of the portfolio to control portfolio access of the portfolio managers in accordance with their cost center authorization (comparable to the same functionality in projects (multi-client capability)). The authorization for the respective portfolio manager is in turn determined with the Project/Portfolios access parameter in the Users administration module. For detailed information on the allocation of access rights and access control, click here.

Modifiable

in the Portfolio Core Data module,
provided that the modifying user possesses the required rights

DI028668 Created on

When a record is created, the creation date is automatically entered here.

DI028669 Changed on

When a record is modified, the modification date is automatically entered here.

DI028671 Created by

When a record is created, the ID (code) of the logged-on user is automatically entered in this field. The creating user is also the owner of a record.

DI028672 Changed by

When a record is modified, the ID (code) of the logged-on user is automatically entered in this field.

DI061395 Last update

DI029098 HT: released

DI066641 Image

Here, the image which belongs to the portfolio is displayed. In the Portfolio Core Data or you can change/delete the image in this field.