In this module, the most important data and parameters of a project are created and maintained.
Whether the current user is authorized to change, or to only view data in this module, depends on his/her rights.
The Project Core Data module is opened by default when a project is created.
Project Header Data
Create project
Procedure
The process of creating a new project can be started in various modules by using the New project button or the New project link in the user menu.
As a result, the blank Project Core Data module is opened and the functional ID is automatically generated in the project header.
Enter the project name in the field next to the ID (here, the Please enter a name) dialog will be displayed by default.
Save.
Details
The project base has now been created. You are advised to also define the basic data and key dates of the project in this step. For this purpose, see the chapters of the same name below. Further data may be added at a later point in time if required.
They are both generated automatically when a project, proposal, idea, or program is created and are equal at that point.
The functional ID is visible in various modules and can be changed if required for certain reasons.
The technical ID must not be changed. It is not visible in the module and remains unchanged even if the functional ID is changed.
Change Functional ID
In the header bar area (in the Subprojects module in the box of the required subproject), click on the button with a pen on the right hand side.
The Do you really want to change the functional ID system wide? dialog message will be displayed.
Confirm it with Yes.
A dialog window containing an input field is opened.
The functional ID needs to be defined uniquely in the system. If an already existing ID is entered and you click outside the field, the The required object ID is already used message will be displayed and the value will be reset.
Enter the new ID here.
The ID will be changed throughout the system by default (global Change functional ID globally project parameter in the master data is activated) hence e.g. also in already existing status reports.
Behavior in Project Structures
The functional ID in the Project Core Data module can only be changed manually (as described above) for unstructured projects or main projects of the structured projects.
When the functional ID of the main project is changed in structured projects, the IDs of all subprojects are changed automatically as well. As a result, the order of subprojects which are at the same structural level in the Subprojects module may sometimes vary.
Manual changing of the functional ID of individual subprojects is only possible in the Subprojects module.
If the user does not possess any of these rights, no delete button will be displayed in the Project Core Data module and the Delete module can thus not be opened.
If the project to be deleted already has actual postings (recorded hours worked, posted costs or revenues) the deleting user requires an authorization to delete postings in addition to the rights mentioned above. If the user does not possess either of these authorizations, a message will be displayed in the Project Core Data when the delete button is clicked on, which indicates that the user is not entitled to delete actual postings and the Delete module will not be opened.
Mark Project as a “Favorite”
Information
Projects which are marked as favorites are displayed in the User Menu of the logged-on user at the top of the Favorites area. This allows you to access projects more quickly from the user menu without navigation.
Procedure
Click on the blue star symbol directly next to the header bar. The star turns yellow and the project is thus turned into a favorite.
See also: In-depth information on the User Menu and its structure
Basic Data
Information
The area of the same name contains key data of the project as well as the project image.
When you newly create a project, some fields are automatically filled with default values. However, you can change them immediately after creation or at a later point in time.
Manager: The user who has just created the new project is automatically entered as manager in the field of the same name.
Priority: The new project automatically has the lowest priority: 999) The priority of the project has an impact on the sequence in which the resources are loaded in the automatic calculation of all projects. The smaller the number, the higher the priority and the more priority is given to the project in the loading of its resources.
Code: The new project automatically has the "New projects” code. The project codes with their color highlighting serve to categorize the projects for different analyses as well as for the display in utilization diagrams and date bars.
Further parameters can be defined upon requirement. The descriptions of the individual parameters can be retrieved directly from the program by pressing F1, or they can also be found here.
Change or Delete Portfolio Image
Information
The project image is displayed to the right of the core data.
When you create a project, the image which is defined as standard image for projects in the Global Settings is automatically inserted.
Image specifications
Ideal image format: 4:3
Ideal image size: min. 200 x 150 px
Supported file types: *.jpg, *.jpeg, *.png, *.bmp
Maximum file size: 10 MB
Change image
Click on the image.
The file manager is opened. Select the required image file and click on the Open button.
Delete image
Hover the mouse cursor over the image and click on the X which is displayed in the upper right corner. Save.
Subsequently you can insert a new image (see procedure below). In order for the new image to be displayed correctly, you have to save between the deletion of the old and the insertion of the new image.
Insert a new image
If the image was removed, the following text will be displayed instead of an image: "Please click here to change the image or to insert a new one".
Click on the text.
Select the required image file and click on the Open button.
Key Dates
Information
The Key dates area shows dates and duration of the project.
You can define a time frame for the project by making manual entries in the Requested start and Requested end fields.
The calculated dates and the durations are only written automatically in the respective fields after creation of a schedule and calculation of the project.
The actual dates are also automatically written in the respective fields when the project is calculated.
The actual start date of the project is filled as soon as one of the tasks has an actual start date, e.g. as soon as the first hours worked have been reported to the project; or if the actual start date has been entered manually on one of the tasks.
The actual end date is filled when all tasks of the project have an end date.
As the project proceeds, the calculated dates, the durations, and the actual dates are updated during each recalculation.
Details
Via the Schedule with gates checkbox you can determine whether master milestones (in structured projects the master milestones of the main project) are additionally displayed as gates on the horizontal axis directly below the time scale in the Schedule of the project.
From the Main milestone listbox you can select one of the project master milestones which is to be defined as a project main milestone. The main milestone is used as a reference point in time for different analyses and calculations. If a main milestone is selected, the Schedule with gates checkbox is automatically activated. This ensures that the time interval to the main milestone is shown on the gate symbols in the Schedule and Milestone Overview modules.
If the project is planned in one or more portfolios and if it has been included in the road map in the simulation, the road map dates (Road map: start and Road map: end) will be displayed here in addition, so that the multi-project manager can use these dates as reference points in his/her planning.
Descriptive Data
Information
In the Descriptive data area, further information on the project can be entered in so-called continuous text fields, which allow longer text entries, e.g. description, scope, and delimitation etc.
Stakeholder Area
Information
In this area you can define stakeholders of the project and categorize them at the same time.
You can view absence data of the respective employees.
You can send information to stakeholders.
You can now report hours worked for the respective employees.
The manager of the proposal is automatically added as a stakeholder. In the Comment field, this is indicated by the Taken from manager field note.
If the manager is changed, you will be asked whether the respective stakeholder is to be replaced or the new one is to be added in addition.
Create Stakeholders
Assign stakeholder
Click on the Assign Stakeholder button in the Stakeholder heading line.
The To which category do you want to assign stakeholders? query is displayed.
In the dialog window, categories are offered that exist in the Team categories listbox category in the Miscellaneous Listbox Values module.
Select the required stakeholders in this module and copy them to the previously selected category by clicking on the respective button.
Define the role of each stakeholder in the project via the listbox of the same name (do not confuse with the user/PLANTA roles).
Define stakeholder rights for the project by activating or deactivating the Modification access checkbox: For more information, please see Rights.
Save.
Interaction with other modules
Upon login, the planning objects for which the current user is stakeholder will automatically be displayed in the My Planning Objects module in the Stakeholder with Modification Rights (if the Modification access checkbox is activated) and Stakeholder without Modification Rights (if the Modification access checkbox is deactivated)
Assign further stakeholders individually
Right-click on the required category or on an already assigned stakeholder and select the Insert → Stakeholder from the context menu. A new stakeholder record is inserted.
Select the required stakeholder from the Stakeholder listbox and save.
Define further parameters as described in the procedure above.
Generate team from schedule
It is possible to create all resources already planned in the project (Schedule module) as stakeholders at once.
To do so, click on the Generate team from schedule button in the stakeholder heading line.
The stakeholders are assigned to the "New" category and in the Comment field, the Copied from schedule note is displayed. The category can be adjusted retroactively.
Only those schedule resources the persons of which possess Stakeholder person attributes and have not yet left the company will be assigned as stakeholders.
Time Recording, Absence Information
Information
By right-clicking on the required stakeholder and selecting one of the appropriate context menu commands, you can carry out the following actions for stakeholders:
Show absence: As a result, you switch to the Absence module in which vacation and absence data of the corresponding employee is displayed.
Send info : As a result, the Send Info module is opened, in which you can write a message to the corresponding stakeholder and have it sent automatically via e-mail.
Time Recording: The Time Recording dialog module in which the selected project is already preset.
Enter hours in the Actual load field. The following restrictions apply:
Stakeholder without modification rights are only allowed to record their own hours worked.
Stakeholders with modification rights, project managers, and multi-project managers can record hours worked for all stakeholders of the project.
objective contributions can be evaluated and risk values of the project can be determined ( only possible if you use PLANTA portfolio at the same time).
Objective Contributions and Risk Values
Caution
The evaluation criteria and their weighting as well as risk checklists on the basis of which objective contribution and risk values are detected are portfolio master data and must have been created upfront in the Evaluation Criteria and Risk Checklist modules.
The evaluation criteria and risk checklists are created per area. This acts as a grouping element so that different compilations of target assessment criteria and risk checklists can be created and used at a later point.
The areas themselves are also portfolio master data and they are created in the Portfolio Listbox Values module.
Information
Only one area can be selected for each project.
The area defines which evaluation criteria or which risk checklist is used (see also Notes in the "Evaluation Data" section).
Select or change area
Select the required area from the listbox in the Area field.
If you have already selected an area, the Evaluation criteria already exist for the selected planning object. Delete existing evaluation criteria? Do you want to delete them? message will be displayed. Confirm it with Yes. The evaluation criteria and risk checklists of the old area are deleted and the values in the Objective contribution and Risk value fields are reset. Objective contributions can be reevaluated and the risk value risk value can be recalculated.
By entering or modifying the required project parameters in the Attributes/Parameters area, you can edit additional project parameters, e.g. Status, etc.
Here you will find a list and description of all project fields/parameters.
Notes
If the Locked parameter is activated (which means that hours worked cannot be reported to the project), a lock symbol is displayed in the area bar.
All newly created projects are initially locked for the reporting of hours worked by default.
See the peculiarities of the inheritance behavior of the following parameters in project structures (structured projects)
Synchronize Project with External Systems (for Agile Project Editing)
The External system parameter is used to link the project selected in PLANTA project to an external system. This allows you to edit your projects in a hybrid manner in the course of a hybrid solution. This field is only displayed in the Project Core Data if the corresponding interface to the systems has been configured. For more information on working with hybrid systems, please see PLANTA project and PLANTA pulse (PLANTA Hybrid) and PLANTA project and Jira
Currently, PLANTA provides links to two agile systems by default: PLANTA pulse and Jira (server or cloud version). A project can only be linked to one of these systems.
In the External system field, only the selected project is synchronized. Tasks are synchronization in the Schedule module.
For a complete description of the procedure in hybrid systems with Jira, please refer to the PLANTA project and Jira topic.
As soon as the synchronization of a project is completed, a message will be displayed which informs you on whether the synchronization was completed successfully or whether problems occurred. If problems occurred, you can consult the cause of the failure in the Hybrid Protocol log module under Further... → Miscellaneous.
Allocate Costs to Systems
This area is no longer contained in PLANTA standard. However, it can be displayed and used individually, if required.
Allocate Costs to Cost Centers
Information
In the Allocate Costs to Cost Centers area, costs of the projects/proposals can be allocated to the cost centers responsible.
The costs of a project / proposal can be allocated to several cost centers (on a percentage basis).
Allocate costs to cost centers
Insert a new record for a cost center by clicking on the
Insert cost center button in the area header.
Select the required cost center from the listbox in the Cost center field.
The costs automatically calculated from percentage values will be displayed individually for each cost center in the Budget, Planned, Actual, Remaining, and Total fields
and additionally
summarized across all assigned cost centers (in the area header).
Note
For each cost center, it is not possible to enter a value > 100% in the Share field. The entry is not accepted If the sum of the percentage share is higher than 100%, a red traffic light is displayed at area level.
Portfolio Assignment
Information
If the project / proposal / idea has already been assigned to one or several portfolios, they will be listed here.
Via the link in the Portfolio field you can switch to the corresponding project.
To assign the project / proposal / idea to the new portfolios,
click on the Assign portfolio(s) button in the area header.
Activate the Select checkbox for the required portfolio in the Assign Planning Object to Portfolio(s) module and click on the Assign to the selected portfolios button. As a result, the project/proposal/idea is assigned to the selected portfolio(s), the dialog module is closed and the selected portfolio is displayed in the Portfolio assignment area.
if the project/proposal/idea is already assigned to all portfolios in which the logged-on user is portfolio manager, or if the user is not a portfolio manager of any portfolio, a respective message is displayed when the Assign to the selected portfolio(s) button.
To remove the project / proposal / idea from the required portfolios,
mark the line with the required portfolio and delete it via the Delete button in the menu bar.
Notes
If the logged-on user is no portfolio manager and therefore does not possess any portfolios, he/she is informed about this by a message when clicking on the button, and the Assign Planning Object to Portfolio(s) module is not opened.
Only main projects can be assigned to a portfolio.
Only projects that are not assigned to any program can be assigned to a portfolio.
If a project is assigned to a program and you try to assign it to a portfolio, a message will be displayed which informs you that this is not possible.
Program Assignment
Information
In this area, the program to which the current project is assigned, is listed.
Via the link on the Program field you can switch to the corresponding project.
This area is only displayed if the project is assigned to a program.
In the Program Core Data, the project can be assigned to or deleted from a program.
Notes
A project can only be assigned to a program if it meets the following criteria simultaneously. It
