Edit Period MOD009BPO

Access

• Portfolio panel → Budget → Link on Costs or on Effort → Edit Period

Information

• Depending on the link you have clicked on in the Budget module before, either costs or effort of a year is displayed in detail and grouped by planning objects in this module.
  • In order to switch between cost and effort data or display all data, please switch to the respective module variant (see below).
• Planning objects of the portfolio which do not contain data in the opened period are not displayed.

Details

• The traffic lights on the Deviation and % deviation fields of individual planning objects immediately signalize whether there is a cost or effort overrun compared to the budget of the respective planning object.
  • Cost deviation = Total costs - Cost budget (in the module this column is called Project budget column)
  • Effort deviation = Total effort - Effort budget (in the module this column is called Project budget column)
• With the traffic lights directly on the planning object records, it is signalized whether
  • the budget of the respective planning object exceeds the portfolio budget (the planning object is gray) or does not exceed it (the planning object is blue)
  • the planning object is contained in several portfolios (orange). In this case, the budget of the planning object is not compared against the portfolio budget.
• Via the Active checkbox next to each planning object you can define whether the values of this planning object (except the values in the Approved column) are summarized to the portfolio (the values will immediately be updated in real-time). That way It can be checked how portfolio values change with or without the selected planning object.
• Via the Approved checkbox you can define whether the budget in the Approved column of this yearly tranche is approved, and if so, the approved values of the yearly tranche are summarized upwards to the entire project level.
• The priority can be changed manually in the Priority field. If the priority is changed, the order of the planning objects within the corresponding area is changed as well.

Note

• To view the impact of changes to the Active, Approved, or Priority parameters, the module must be refreshed by clicking on the Update portfolio button in the module header bar. The same is true when the data of the planning objects is changed in the planning objects themselves or if new status reports are created and released.

Module Variants