Planning Objects Grouped MOD009BCW

Access

• Portfolio Management → Planning and Reports → Planning Objects Grouped

Information

• This module provides an overview of existing planning objects (projects, ideas, proposals, programs, and requests).
• New planning objects can be created here (provided that the user has the respective rights).
• All planning objects are displayed grouped by two variable group criteria (which can be selected via the respective listboxes in the module header).
• Additionally, the third fixed grouping criterion is used: Own planning object (the current user is manager of this planning object) / External planing object (another person than the current user is manager of the planning object).

Details

• Via the 1st Grouping and 2nd Grouping listboxes, grouping criteria can be changed. After you have clicked on the Apply changes button, main projects are grouped in accordance with the newly selected criteria.
• By right-clicking on the required planning object and selecting the Edit Planning Object context menu command, or by clicking on the ID of the required planning object, you switch to the respective planning object panel (project, idea, proposal, program) in which planning object data can be edited or viewed depending on the user’s rights.
• You can click on the New Planning Object button in order to create new ideas, proposals, projects, programs, or requests.
  • Only users with multi-project manager, multi-portfolio manager, and multi-project/multi-request manager rights are allowed to create ideas, proposals, and projects from this module.

Module Variants

Legend

The legend applies to all planning objects except requests, since they have no Gantt charts.

Symbol	Meaning	Color	Comment
	Requested dates		Requested start and Requested end are defined in the Key dates area in the respective core data module (Project Core Data, Idea Core Data, Proposal Core Data, Program Core Data).
	calculated dates	The color of the bar is determined by the code of the planning object. Code A Code B Code C Code D Code E	Calc. start and Calc. end of a planning object are determined during the calculation of the schedule (by clicking on the menu item button). You can define and change the code of the planning objects in the Edit Planning Objects module (for projects and proposals you can also do this in the Project Core Data and Proposal Core Data modules)
	actual dates	The bar is hatched in white. The background color depends on the code of the planning object.	Actual start and Actual end (if available, otherwise Latest time recording date ) of a planning object. They are determined from the actual dates of the tasks (Actual start/Actual end) during the calculation of the schedule of the respective planning object (by clicking on the menu item button).
	Float		Float available when the calculated end date (Calc. end) is earlier than the requested end date (Requested end).
	Delay		A delay occurs when the calculated end date (Calc. end) is later than the requested end date (Requested end). The delay bar immediately follows the bar for calculated dates and is customized with a color gradient so that the red color has various shades.
	External links	outgoing incoming
	Master Milestones	without delay / with delay / with actual end	Tasks are defined as master milestones in the Schedule module.
	Master milestone delay		Master milestone delay exists if Calc. end of a master milestone is later than its Latest end.