Assign Planning Objects to the Portfolio MOD009BBC

Access

• Portfolio panel → Portfolio Core Data → Assign planning objects button → Assign Planning Objects to the Portfolio.

Information

• This module is an auxiliary module and therefore it has no stand-alone function. It is a mere list from which you can select new planning ibjects and assign them to portfolios.
• Here, all planning objects are divided into two sections:
  • Planning objects without portfolio assignment
    • The planning objects of the opened portfolio are not listed here since they cannot be assigned to the same portfolio again.
  • Planning objects without portfolio assignment

Caution

• Assignments of planning objects to several portfolios are generally possible, however, PLANTA does not recommend multiple assignments.
  • If a planning object is assigned to several portfolios, the budget of the planning object will not be compared against the portfolio budget, which may impair the view of the budgets in the portfolio.

Procedure

• To assign one or more planning objects from the list to the portfolio,
  • select them by activating the Select checkbox for the required project and clicking on the Assign selected objects button.