Project Panel

Information

• In the Project module panel, all modules required for the creation and editing of a project are summarized.
• Whether the panel can be opened for the purpose of creating a new project and whether project data can be edited or only be read depends on the rights of the logged-on user and on whether the user possesses the role which has access to the respective modules.

Access 1: Open the panel to view or edit an existing project.

• You can open the required project
  • a) via the Extras → Go to menu or by opening a dialog window via CTRL+G and entering the ID of the required project or
  • b) by clicking on the link on the ID of the required project in any module (e.g. My Planning Objects)
    • If the Dashboard module contains data, it will be focused when the panel is opened, otherwise, the Project Core Data module will be focused.

Access 2: Open the panel to create a new project. As a result, the empty Project Core Data module is focused.

• Multi-Project Management → Project Planning → New project link
• Multi-Project Management → Project Planning → Multi-Project Board → Projects → New project button
• Multi-Project Management → Reports → Project Overviews → Projects: 2 Groupings → New project button
• Portfolio Management → Create Planning Object → New project link
• Portfolio Management → Planning and Reports → Planning Objects with Bubble Charts → Projects → New project button
• Portfolio Management → Planning and Reports → Planning Objects Grouped → Create planning object button → in the Project dialog window

Modules of the panel

• Dashboard
• Project Core Data
• Budget
• Schedule
• WBS
• Status
• Info Board
• pulse Boards
  • This module is only available if a project has been synchronized with PLANTA pulse (PLANTA Hybrid).
• Further ...