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.