DI061339 Active

Via the Active checkbox you can define whether the cost, effort, and budget values of the respective planning object are summarized to the portfolio or not. That way it can be checked how portfolio values change with or without the selected planning object.

Values

  • - the data of the planning object will be summarized to the portfolio
  • - the data of the planning object will not be summarized to the portfolio

DI023278 Approved budget

Via this parameter 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.

Values

  • - the budget will be approved and summarized upwards via the structure
  • - the budget will neither be approved nor summarized

DI065513 Approved budget in portfolio

Via this parameter you can control whether the Approved values of the selected planning object are adopted in the portfolio (in the Approved) column.

Values

  • - the approved budget of the planning object is not adopted in the portfolio
  • - the approved budget of the planning object is not adopted in the portfolio

DI041675 Total costs

Total costs of the project and of all of its subprojects in the selected year

Details

DI028831 Planned benefit (without subprojects)

The planned benefit of the project without considering its subprojects in the selected year or as a sum of all years

Details

DI023173 Achieved benefit (without subprojects)

Achieved benefit of the project without considering its subprojects in the selected year or as a sum of all years

Details

DI061227 Resulting benefit (without subprojects)

Resulting benefit of the project without considering its subprojects in the selected year or as a sum of all years

Details

DI060780 Achieved benefit

Sum of the Achieved benefit (without subprojects) values of the project and of all of its subprojects in the selected year or as a sum of all years

Details

DI060779 Planned benefit

Sum of the Planned benefit (without subprojects) values of the project and of all of its subprojects in the selected year or as a sum of all years

Details

DI060778 Resulting benefit

The resulting benefit of the selected project and of all of its subprojects in the selected year or as a sum of all years

Details

The Resulting benefit value is either the Achieved benefit value - if there is any - otherwise it is the Planned benefit value.

DI060777 Deviation: revenues - costs

Deviation of the Total revenues from Total costs in the selected year or as a sum of all years

DI061361 Total costs (without subprojects)

Total costs of the selected project without considering its subprojects. The value is fetched from the Total costs (without subprojects) DI from DT282.

DI061229 Deviation: revenues - costs (without subprojects)

Deviation: Total revenues (without subprojects) from Total costs (without subprojects)

DI061225 Total revenues (without subprojects)

Total revenues of the project without considering its subprojects in the selected year or as a sum of all years

Calculation

DI061222 Planned revenues (without subprojects)

Initially planned revenues of the selected project without considering its subprojects in the selected year or as a sum of all years

Details

  • Planned revenues of a project will only be displayed if revenue resources are planned on tasks of this project (Schedule module).

DI061223 Remaining revenues (without subprojects)

Remaining revenues of the selected project without considering its subprojects in the selected year or as a sum of all years

Details

  • Planned revenues of a project will only be displayed if revenue resources are planned on tasks of this project (Schedule module).

DI061224 Actual revenues (without subprojects)

Actual revenues of the selected project without considering its subprojects in the selected year or as a sum of all years

Details

  • Actual revenues of a project will only be displayed if revenue resources are planned on the tasks in this project (Schedule module) and actual values are created for them (Post Revenues module).

DI041660 Planned revenues

Remaining revenues of the selected project and of all of it subprojects Planned revenues (without subprojects) values of the project and of all of its subprojects in the selected year or as a sum of all years

Details

  • Remaining revenues of a project will only be displayed if revenue resources are planned on tasks of this project (Schedule module).

DI041661 Actual revenues

Actual revenues of the selected project and of all of it subprojects Planned revenues (without subprojects) values of the project and of all of its subprojects in the selected year or as a sum of all years

Details

  • Actual revenues of a project will only be displayed if revenue resources are planned on the tasks in this project (Schedule module) and actual values are created for them (Post Revenues module).

DI041662 Remaining revenues

Remaining revenues of the selected project and of all of it subprojects Remaining revenues (without subprojects) values of the project and of all of its subprojects in the selected year or as a sum of all years

Details

  • Remaining revenues of a project will only be displayed if revenue resources are planned on tasks of this project (Schedule module).

DI041663 Total revenues

Total revenues of the selected project in the selected year or as a sum of all years

Calculation

Details

DI061228 Deviation: benefit - costs (without subprojects)

Deviation: Resulting benefit (without subprojects) from Total costs (without subprojects) in the selected year or as a sum of all years

DI061226 Deviation: benefit - costs

Deviation: Deviation of Resulting benefits from Total costs in the selected year or as a sum of all years

DI023062 Year

In this field, the year of the yearly tranche is displayed.

DI023076 Project ID

Technical ID of the project. It is automatically generated when a project is created. In contrast to the functional ID in the Project DI, it cannot be changed. It is usually invisible in the modules.

DI023119 Project ID

Technical ID of the project. It is automatically generated when a project is created. In contrast to the functional ID in the Project DI, it cannot be changed. It is usually invisible in the modules.

DI040331 Project name

Here, the name of the project that is included in the selected portfolio and has budget and cost values in the selected period, is displayed.

DI059269 HT: approved

Help text: approved

DI059270 HT: Requested

Help text: Requested

DI059125 HT: baseline

Help text: baseline

DI059126 HT: Total

Help text: total