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DT090 Portfolio status report

DI063093 Report period

DI062208 Status

Date on which the selected status report received the latest report status

DI062993 Monthly report for

Month for which the selected status report was released

DI061643 Portfolio name

Name of the portfolio for which the selected status report was created


DI062118 Portfolio manager

Name of the person who was portfolio manager at the time of creation/update of the selected status report


DI061642 Portfolio manager ID

Name (code) of the person who was portfolio manager at the time of creation/update of the selected status report

DI061594 Status report ID

ID of the selected portfolio status report

DI062114 Status report name

Name of the selected portfolio status report

DI061595 Portfolio ID

ID of the portfolio for which the selected status report was created

DI063013 Monthly report name

Name of the month for which the selected status report was created. The value displayed here corresponds to the value which was selected from the Monthly report for listbox at the time of creation of the status report.

DI062230 Report status

Status of the selected portfolio status report. The statuses available in standard are: "created” and "monthly report".

DI061596 Created on

Date on which the status report was created


DI063097 Created by

Name of the user who released the selected status report

DI062116 Released on

Date on which the selected status report was released


DI062119 Released by

Name of the user who released the selected status report

DI061641 Description

DI061640 Portfolio estimate

Estimate (numeric estimate value in according to which the respective estimate symbol is visualized) of the status of the entire portfolio by the portfolio manager at the time of creation/update of the selected status report. Upon creation/update of the status report, the value is copied from the DI of the same name in the current planning (DT870 Portfolio).

DI062241 Dates estimate

Estimate (numeric estimate value according to which the respective estimate symbol is visualized) of the dates of the planning objects in the portfolio by the portfolio manager at the time of creation/update of the selected status report. Upon creation/update of the status report, the value is copied from the DI of the same name in the current planning (DT870

Portfolio

).

DI061639 Budget/cost estimate

Estimate (numeric estimate value according to which the respective estimate symbol is visualized) of the costs and cost budget of the planning objects in the portfolio by the portfolio manager at the time of creation/update of the selected status report. Upon creation/update of the status report, the value is copied from the DI of the same name in the current planning (DT870

Portfolio

).

DI062240 Budget/effort estimate

Estimate (numeric estimate value according to which the respective estimate symbol is visualized) of the effort and effort budget of the planning objects in the portfolio by the portfolio manager at the time of creation/update of the selected status report. Upon creation/update of the status report, the value is copied from the DI of the same name in the current planning (DT870

Portfolio

).

DI061637 Risks/opportunities estimate

Estimate (numeric estimate value according to which the respective estimate symbol is visualized) of the risks and opportunities of the planning objects in the portfolio by the portfolio manager at the time of creation/update of the selected status report. Upon creation/update of the status report, the value is copied from the DI of the same name in the current planning (DT870

Portfolio

).

DI061638 Revenues/benefit estimate

DI061635 Quality estimate

Estimate (numeric estimate value according to which the respective estimate symbol is visualized) of the quality of the planning objects in the portfolio by the portfolio manager at the time of creation/update of the selected status report. Upon creation/update of the status report, the value is copied from the DI of the same name in the current planning (DT870 Portfolio).

DI061628 Comment: portfolio

Comment on the total status of the planning objects of the portfolio at the time of creation/update of the selected status report. The value is copied from the DI of the same name in the current planning (DT870

Portfolio

).

DI062236 Comment: dates

Comment on the total status of the planning objects of the portfolio at the time of creation/update of the selected status report. The value is copied from the DI of the same name in the current planning (DT870

Portfolio

).

DI061627 Comment: budget/costs

Comment on the costs and on the cost budget of the planning objects at the time of creation/update of the selected status report. The value is copied from the DI of the same name in the current planning (DT870

Portfolio

).

DI062244 Comment: budget/effort

Comment on the effort and effort budget of the planning objects of the portfolio at the time of creation/update of the selected status report. The value is copied from the DI of the same name in the current planning (DT870

Portfolio

).

DI061623 Comment: quality

Comment on the quality of the planning objects of the portfolio at the time of creation/update of the selected status report. The value is copied from the DI of the same name in the current planning (DT870

Portfolio

).

DI061625 Comment: risks/opportunities

Comment on the risks and opportunities of the planning objects of the portfolio at the time of creation/update of the selected status report. The value is copied from the DI of the same name in the current planning (DT870

Portfolio

).

DI062211 OLE estimate: portfolio

Symbol for the visualization of the estimate of the status of the planning objects in the portfolio by the portfolio manager in the selected status report. The symbol references the value of the Portfolio estimate parameter of the selected status report.

DI062247 OLE estimate: dates

Symbol for the visualization of the estimate of the dates of the planning objects in the portfolio by the portfolio manager in the selected status report. The symbol references the value of the Date estimate parameter of the selected status report.

DI062212 OLE estimate: budget/costs

Symbol for the visualization of the estimate of the costs of the planning objects in the portfolio by the portfolio manager in the selected status report. The symbol references the value of the Budget/costs estimate parameter of the selected status report.

DI062246 OLE estimate: budget/effort

Symbol for the visualization of the estimate of the effort of the planning objects in the portfolio by the portfolio manager in the selected status report. The symbol references the value of the Budget/effort estimate parameter of the selected status report.

DI062213 OLE estimate: revenues/benefit

DI062214 OLE estimate: risks/opportunities

Symbol for the visualization of the estimate of the risks and opportunities of the planning objects in the portfolio by the portfolio manager in the selected status report. The symbol references the value of the Risks/opportunities estimate parameter of the selected status report.

DI062215 OLE estimate: quality

Symbol for the visualization of the quality estimate of the planning objects in the portfolio by the portfolio manager in the selected status report. The symbol references the value of the Portfolio estimate parameter of the selected status report.


DI064328 Report type name

Type of the portfolio status report

Possible types

  • Status Report
  • Simulation
  • Road map

DI064466 Simulation: date from

Defines the start of the simulation period


DI064467 Simulation: date to

Defines the end of the simulation period

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