Portfolio Managers

Below, you will find an explanation of what portfolio manager means in the context of PLANTA portfolio and which modules are available for the Portfolio management role.

Role Function and Tasks

The portfolio manager’s core task is the coordination of planning objects within a portfolio.

• The portfolio manager will place special emphasis on an optimal realization of strategic company goals.
• For this purpose portfolio managers define risks, opportunities, and objectives, evaluate them in accordance with the criteria defined by them and select planning objects for implementation which are best suited to achieve the company goals.
• Portfolio managers furthermore check the feasibility of planning objects in capacity simulations, define priorities of the planning objects and take charge of the monitoring of their portfolio.

Role Modules/Module Tree

Portfolio managers have access on all planning and monitoring options for their portfolio and can create new planning objects. The portfolio management modules can be accessed using the R70 demo user.

• Portfolio Management
  • Create Planning Objects
    • New Idea
      
      • Idea
    • New Proposal
      • Proposals
    • New Project
      • Project
    • New Program
      • Program
  • Planning and Reports
    • Multi-Portfolio Board
      • Portfolios (Link on a portfolio ID leads to modules of the portfolio workflow)
        • Dashboard
        • Portfolio Core Data
        • Prioritization
        • Budget
        • Portfolio Gantt
        • Quality Gates
        • Planning Object Status
        • Status
        • Simulations
        • Info Board
        • Risks/Opportunities
        • Documents
    • Planning Objects with Bubble Charts
      • Projects
      • Proposals
      • Ideas
      • Programs
    • Planning Objects Grouped
  • Administration
    • Portfolio Master Data
      • Objective Evaluation Criteria
        • Evaluation Criterion
        • Risk Checklist
        • Quality Gate Templates
        • Manage Portfolio Images
        • Portfolio Listbox Values
    • Edit Approvals
      • Cancel Approval per Budget Period
      • Check Status Report Creation and Project Applications

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.