Multi-Project Manager

Information

• Below you will find an explanation of what a multi-project manager is in PLANTA project and which modules are available for this role.

Role Function and Tasks

Information

• The multi-project manager’s core task is the coordination of several/all individual projects.

• The portfolio manager will place special emphasis on an optimal realization of strategic company goals.

• In single project analysis, multi-project managers should also identify resource conflicts across projects in good time in order to be able to take appropriate measures for optimization.

• Multi-project managers are also responsible for strategic project planning. They, e.g., define dates and carry out risk management.

Role Modules/Module Tree

The multi-project management modules can be accessed using the R41 demo user.

• Multi-Project Management

  • Project Planning
    

    • New Project (leads to the modules of the program workflow, see list under Projects)

    • Multi-Project Board

      • Projects (link on a project ID leads to modules of the project workflow)
        

        • Dashboard

        • Project Core Data

        • Budget

        • Schedule

        • WBS

        • Status

        • Info Board

        • Further...

          Further Editing Modules

          • Dependencies

          • Change Request

          • Todo Items

          • Documents

          • Progress

          • Production Costs

          • Resource Requests ( only available if Resource Planning with Requests/Approvals are activated)

          • Microsoft Project

          • Project Applications

          • Resource Planning

          • Risks/Opportunities

          • SAP WBS

          • Subprojects

          
          

          Analyses and Overviews

          • Costs and Effort.

            • Effort Reports (is displayed if the project already contains effort)

            • Effort Trend Analysis (is displayed if the project already contains effort and if there is at least one status report)

            • Cost Reports (is displayed if the project already contains costs)

            • Cost Trend Analysis (is displayed if the project already contains effort and if there is at least one status report)

            • Costs and Revenues Total of the Project (is displayed if the project already contains costs)

            • Resource Requirements (is displayed if the project already contains effort and if there is at least one status report)

          • Dates

            • Deviations (is displayed if there is at least one status report)

            • Milestone Overview (is only displayed for main projects)

            • Check Reported Hours

          • Miscellaneous

            • Opportunity Trend Analysis (is displayed if there is at least one status report)

            • Risk Trend Analysis (is displayed if there is at least one status report)

          
          

      • Resource Requests ( only available if Resource Planning with Requests/Approvals are activated)

      • My Watchlist

      • Unload

      • Utilization by Skills

    • Replanning (Calculation of all Planning Objects)

  • Program Planning

    • New Program (leads to the modules of the program workflow, see list under Programs)

    • Multi-Program Board

      • Programs (link on a program ID leads to modules of the program workflow)
        

        • Dashboard

        • Program Core Data

        • Budget

        • Schedule

        • Status

        • Further...

          Further Editing Modules

          • Change Request

          • Documents

          • Program Applications

          • Resource Planning

          • Risks/Opportunities

          
          

          Analyses and Overviews

          • Dates
            

            • Milestone Overview

          • Miscellaneous

            • Opportunity Trend Analysis (is displayed if there is at least one status report)

            • Risk Trend Analysis (is displayed if there is at least one status report)

          
          

      • My Watchlist

  • Reports

    • 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

  • MPM Administration

    • Replanning (Calculation of all Planning Objects)

    • Scheduling Status (Display)

    • Planning Objects (in Table Form)

    • Check Status Report Creation and Project Applications

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.