Portfolio Gantt MOD009DPE

Access

• Portfolio Management → Planning and Reports → Multi-Portfolio Board → Portfolios → Click on the ID of the required portfolio → Portfolio panel → Portfolio Gantt

Information

• This module provides the portfolio manager with an overview of the planning objects contained in the selected portfolio as well as with a graphical representation of their duration/start and end date in the form of a Gantt chart.
  
  • Overhead cost projects (Posting type = 0) are not considered in this module.

Details

• The projects displayed in this module are grouped by code by default. However, it is possible to change the grouping or to have the planning objects displayed ungrouped.

  • In the Group by field you can either change the grouping criterion by making a selection from the listbox, or delete it. After you have clicked on the Apply changes button, the planning objects are grouped by the new criterion or displayed ungrouped.
    • If you change the grouping criterion in another module of the panel which also contains grouping criteria, it automatically takes effect in the current module as well.
• By clicking on the ID of the required planning object you switch to the corresponding planning object panel (Program, Project, Proposal, Idea), in which the planning object data can be edited or viewed depending on the user rights.

• By clicking on the arrows in the time scale area (

  

  for incoming and

  

  for outgoing links) you can consult external links of the planning object in a dialog module. If you click on the arrow again, the dialog module is closed again.

Legend

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