Where can I include planning objects in a portfolio?

In the Planning Objects module of the required portfolio.

Open the portfolio by clicking on the Multi-Portfolio Board entry in the user menu of the Portfolio manager role and then, in the Portfolios module which has just opened, on the link on the portfolio's ID. Subsequently, click on the Planning Objects module tab in the open portfolio.

Who is allowed to include planning objects in a portfolio?

All users, who have access to the Planning Objects module and modification rights for portfolios. In PLANTA standard these are managers of the respective portfolios and  multi-portfolio managers. For information on user rights, please click here.

Assign a Planning Object to the Portfolio

Procedure

  • Please click on the Assign planning object(s) button in the Planning Objects module.
  • The Assign Planning Objects to the Portfolio module will be opened.
  • Activate the checkboxes of the planning objects which you want to include in the portfolio.
  • Click on the Assign selected objects button.
  • Save.

Details

  • The planning objects in the Assign Planning Objects to the Portfolio module are divided into two areas:
    • Planning Objects with portfolio assignment - already contained in another portfolio
    • Planning objects without portfolio assignment - not contained in any portfolio
  • It is generally possible to include a planning object in multiple portfolios, however, this may impair, a.o., portfolio budget calculation. PLANTA therefore recommends to only assign planning objects to one single portfolio.