DI064768 Portfolio

Functional ID of the portfolio

DI028667 Portfolio ID

Technical ID of the portfolio

DI061318 Relevant budget parameter: name

Name of the selected value of the Relevant project budget in portfolio environment parameter

Details

  • This parameter defines which project budget or project costs (approved project budget, costs from the active project status reports, etc.) are considered relevant and are compared to the portfolio budget.

DI028678 Portfolio name

Name of the portfolio

Modifiable

  • in the Portfolio Core Data module,
  • provided that the modifying user possesses the required rights

DI028679 Portfolio manager ID

Code (ID) of the project manager. See also DI041086.

DI041086 Portfolio manager

Name of the portfolio manager. In input mode, a listbox for selection of a portfolio manafer is displayed on the respective field.

Modifiable

  • in the Portfolio Core Data module,
  • provided that the modifying user possesses the required rights

DI029097 Portfolio manager

Name of the portfolio manager

DI028686 Description

Here, the description of the portfolio is entered or displayed.

Modifiable

  • in the Portfolio Core Data module,
  • provided that the modifying user possesses the required rights

DI029098 HT: Released

DI059102 »

Arrow button for switching the estimate values for different portfolio factors (costs, effort, quality, etc.)

DI041725 Portfolio estimate

Numeric estimate value for the total status of the portfolio which is reflected by the corresponding estimate symbol. The value is usually invisible in the user modules.

Note

  • You can change the estimate, which will thus change this value, by clicking on the arrow symbol » in the Status module.

DI041726 Budget/cost estimate

Numeric estimate value for costs of the planning objects assigned to the portfolio and selected for the portfolio status report. The display of the respective estimate symbol is based on this value. The value is usually invisible in the user modules.

See notes under Portfolio estimate

DI041728 Risks/opportunities estimate

Numeric estimate value for risks and opportunities of the planning objects assigned to the portfolio and selected for the portfolio status report. The display of the respective estimate symbol is based on this value. The value is usually invisible in the user modules.

See notes under Portfolio estimate

DI041730 Quality estimate

Numeric estimate value for the quality of the planning objects assigned to the portfolio and selected for the portfolio status report. The display of the respective estimate symbol is based on this value. The value is usually invisible in the user modules.

See notes under Portfolio estimate

DI062231 Budget/effort estimate

Numeric estimate value for the effort of the planning objects assigned to the portfolio and selected for the portfolio status report. The display of the respective estimate symbol is based on this value. The value is usually invisible in the user modules.

See notes under Portfolio estimate

DI062232 Dates estimate

Numeric estimate value for dates of the planning objects assigned to the portfolio and selected for the portfolio status report. The display of the respective estimate symbol is based on this value. The value is usually invisible in the user modules.

See notes under Portfolio estimate

DI041731 Estimate date for portfolio

Date of the estimate of the status of the planning objects assigned to the portfolio and selected for the portfolio status report. The update of the date is done automatically after the estimate of at least one factor in the Status module has been made/changed.

DI041732 Estimate date for budget/costs

Date of the estimate of the costs of the planning objects assigned to the portfolio and selected for the portfolio status report by the portfolio manager. The update of the date is done automatically after the estimate of at least one factor in the Status module has been made/changed.

DI041734 Estimate date for risks/opportunities

Date of the estimate of the risks and opportunities of the planning objects assigned to the portfolio and selected for the portfolio status report by the portfolio manager. The update of the date is done automatically after the estimate of at least one factor in the Status module has been made/changed.

DI041736 Estimate date for quality

Date of the estimate of the quality of the planning objects assigned to the portfolio and selected for the portfolio status report by the portfolio manager. The update of the date is done automatically after the estimate of at least one factor in the Status module has been made/changed.

DI062233 Estimate date for budget/effort

Date of the quality estimate of the portfolio by the portfolio manager. The update of the date is done automatically after the estimate of at least one factor in the Status module has been made/changed.

DI062234 Estimate date for dates

Date of the estimate of the dates of the planning objects assigned to the portfolio and selected for the portfolio status report by the portfolio manager. The update of the date is done automatically after the estimate of at least one factor in the Status module has been made/changed.

DI041737 Comment: portfolio

Comment on the status of the planning objects assigned to the portfolio and selected for the portfolio status report

DI041738 Comment: budget/costs

Comment on the costs of the planning objects assigned to the portfolio and selected for the portfolio status report

DI041740 Comment: risks/opportunities

Comment on the risks and opportunities of the planning objects assigned to the portfolio and selected for the portfolio status report

DI041742 Comment: quality

Comment on the quality of the planning objects assigned to the portfolio and selected for the portfolio status report

DI062235 Comment: budget/effort

Comment on the effort of the planning objects assigned to the portfolio and selected for the portfolio status report

DI062236 Comment: dates

Comment on the dates of the planning objects assigned to the portfolio and selected for the portfolio status report

DI059101 OLE estimate: portfolio

Symbol visualizing the estimate of the entire portfolio by the portfolio manager

Note

  • You can change the estimate and hence the symbol shape by clicking on the arrow symbol ».
  • In PLANTA Standard, these changes can only be made in the Status module. It is an output value in the Portfolio Status Report module.

DI059104 OLE budget/costs estimate

Symbol visualizing the estimate of the costs of the planning objects assigned to the portfolio and selected for the portfolio status report by the portfolio manager

For notes, see OLE estimate: portfolio

DI059106 OLE risks/opportunities estimate

Symbol visualizing the estimate of the risks and opportunities of the planning objects assigned to the portfolio and selected for the portfolio status report by the portfolio manager

For notes, see OLE estimate: portfolio

DI059107 OLE quality estimate

Symbol visualizing the estimate of the quality of the planning objects assigned to the portfolio and selected for the portfolio status report by the portfolio manager

For notes, see OLE estimate: portfolio

DI062237 OLE budget/effort estimate

Symbol visualizing the estimate of the effort of the planning objects assigned to the portfolio and selected for the portfolio status report by the portfolio manager

For notes, see OLE estimate: portfolio

DI062238 OLE date estimate

Symbol visualizing the estimate of the dates of the planning objects assigned to the portfolio and selected for the portfolio status report by the portfolio manager

For notes, see OLE estimate: portfolio

DI062980 Status report: name

Name of the portfolio status report to be created

DI062982 Status report: creator

ID of the user who is allowed to edit the data of the portfolio status report to be created

DI062984 Status report: creator (name)

Name of the user who is allowed to edit the data of the portfolio status report to be created

DI063012 Monthly report for

Month for which the data is frozen in the portfolio status report

DI061362 Year virt.

Listbox for selecting the years for manual yearly tranche input for portfolio budget planning

Modifiable

  • in the Budget module,
  • provided that the modifying user possesses the required rights

DI064530 Active template

Specifies the quality gate template which is set active for the opened portfolio

Modifiable

  • in the Portfolio Core Data module,
  • provided that the modifying user possesses the required rights

DI064736 Copy QG template automatically

Parameter with the help of which you can define whether the template selected for the portfolio is automatically copied to a planning object when it is assigned to the portfolio

Modifiable

  • in the Portfolio Core Data module,
  • provided that the modifying user possesses the required rights

DI028668 Created on

When a record is created, the creation date is automatically entered here.

DI028669 Changed on

When a record is modified, the modification date is automatically entered here.

DI028671 Created by

When a record is created, the ID (code) of the logged-on user is automatically entered in this field. The creating user is also the owner of a record.

DI028672 Changed by

When a record is modified, the ID (code) of the logged-on user is automatically entered in this field.

DI061395 Last update

DI062981 Status report: Period

DI062983 Status report: status