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

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

Notes

• 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.