Management

Information

• Below you will find an explanation of what a Management role is in PLANTA project 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 relevant modules is contained in the R47 demo user.

• Management

  • Management Reports

    • Multi-Project Board

      • Projects

      • My Watchlist

      • Unload

      • Utilization by Skills

    • Project Overviews

      • Project Estimate

      • Critical Projects

      • Projects 2 Groupings

      • Risks and Opportunities

    • Program Overviews

      • Program Estimate

      • Risks and Opportunities

    • Resource Overviews

      • Resource Utilization by Code

      • Resource Load per Month

      • Resource Utilization by Skill

      • Remaining Effort and Costs

    • Cost Overviews

      • Budget, Costs, and Revenues

      • Budget, Costs, and Revenues (Delta View)

      • Budget and Costs by Groups

      • Budget and Costs by Customer, Group, and Manager

      • Allocate Costs to Cost Centers

      • Costs by Cost Type Groups

      • Effort by Cost Type Groups

      • Costs by Cost Types / Month

      • Costs by Cost Type Groups / Month

      • Costs and Revenues per Month

      • Projects with Budget Overrun

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 view planning object data in this module, depends on his/her user rights.