DI026560 Stakeholder ID

Code (ID) of the stakeholder. For description, see DI034521

DI034521 Stakeholder

Name of the stakeholder (incarnation field). If the requested person is not offered for selection in the listbox, a stakeholder assignment is to be inserted for that person in the Persons module.

Modifiable

DI026572 Role

Role of the stakeholder in the project team

Modifiable

Note

  • The listbox values are created and edited in the Listbox Values module.

DI026614 Note

Text field for a note/remark on the stakeholder

DI026615 Modification access

By activating/deactivating the Modification access checkbox, the project manager can allow a project team member to edit the data of a planning object (project / program / proposal) (e.g. as an absence rule).

Values

  • - Team member is allowed to edit project data.
  • - Team member is not allowed to edit project data

Note

  • Learn more about controlling access rights for projects here.

Modifiable

DI026618 Person

ID of the stakeholder person. For further information, see the Persons module.

DI026625 E-mail

E-mail address of the stakeholder. The e-mail address of the stakeholder is stored in the Internal e-mail field in the Persons module and is automatically copied to DI026625 E-mail.

DI026709 Watcher

Parameter which signalizes whether the stakeholder is a watcher of a selected project (or in other words: whether the stakeholder in question has added the project to his watchlist)

DI026724 Left on

Date from which on the stakeholder person is no longer available as a resource for projects and can therefore no longer be created as a stakeholder for projects. The date is automatically copied from the Left on parameter of the respective resource.

DI040611 Left on

Date until which the corresponding person was a member (stakeholder) of a project team

DI041493 Info distribution list type

Checkbox which determines whether the user receives e-mails on Resource Planning with Requests/Approvals.

Values

The parameter can be edited in the following modules by users with modification rights:

Notes

  • To send messages via e-mail you have to make sure that
    • the e-mail address of the recipient is stored in the E-mail field in the Persons module. If no e-mail address is stored, a message indicating this is displayed.
    • the specified e-mail address is correct. E-mail addresses are not validated in PLANTA project, so in case you enter a wrong address, the recipient will not receive the e-mail.
    • enter the correct IP address of the smtp server in the SMTP server address parameter in the Global Settings module.

DI057611 Category name

Name of the category (incarnation field) to which stakeholders are copied

Values

  • Core team
  • Supplier
  • Steering board

DI057789 Function

Function of the stakeholder within the company

DI026626 Phone 1

Phone number of the stakeholder person. It is automatically copied from the person data. You can create and edit phone numbers of the respective persons in the Persons module.

Note

  • The respective data field is hidden by default but the user can have it displayed if required.

DI026627 Phone 2

Second (alternative) phone number of the stakeholder person. It is automatically copied from the person data. You can create and edit phone numbers of the respective persons in the Persons module.

Note

  • The respective data field is hidden by default but the user can have it displayed if required.

DI026628 Phone 3

Third (alternative) phone number of the stakeholder person. For description, see Phone 2.

DI024647 Name complete

The full stakeholder name is displayed.

DI026573 Max. % per day

The DI is no longer used

DI057789 Function

Field which contains the information from the field of the same name of the stakeholder user.

 DI065506 Scheduled

The parameter shows whether the selected stakeholder is already scheduled as a resource in the project schedule. The checkbox is automatically activated after the corresponding resource has been scheduled and the schedule has been calculated.

DI026562 Created on

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

DI026563 Changed on

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

DI026565 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.

DI026566 Changed by

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