Information

  • In PLANTA portfolio there are several options to get information on the status and progress of a portfolio.
  • You can
    • view the current status of the portfolio and monitor important planning objects with a watchlist.
    • get an overview of estimates and deviations of all planning objects contained in the portfolio,
    • check the detailed status reports of the portfolio and of the individual planning objects,
    • view diagrams and detailed reports on the portfolio.

Current Status of the Portfolio and Watchlist

Information

  • The current status of the portfolio contains an overview of all planning objects in the form of diagrams divided into four categories:
    • Under Planning objects by adherence to budget, planning objects with and without budget overrun are displayed.
    • Under Planning objects by adherence to effort, planning objects with and without effort overrun are displayed.
    • Under Planning objects by adherence to date, planning objects with and without delay are displayed.
    • Under Planning objects by manager’s estimate, planning objects with positive, neutral and negative estimate, as well as planning objects without estimate are displayed.
  • The watchlist lists planning objects which the portfolio manager has marked for monitoring.
    • The watchlist contains estimates by the portfolio and project manager as well as the automatically calculated status of the cost, effort, and date factors and estimates of the quality and risks/opportunities.

Where can I find the current status of the portfolio and the watchlist?

In the Dashboard module of the required portfolio.

Open the portfolio by clicking on the Multi-Portfolio Board link in the user menu of the Portfolio manager role and clicking on the link on the ID of required the portfolio in the Portfolios module which will be opened.

Who is allowed to see the current status of the portfolio and the watchlist?

All users, who have access to the Dashboard module. In PLANTA standard, these are the managers of the corresponding portfolio and the multi-portfolio managers. For further information on user rights, please click here.

Estimates and Deviation Values of All Planning Objects

Information

  • In the overview of all planning objects of a portfolio you can see estimates of the project managers (total estimate of the planning object like costs, effort, dates, quality, risks/opportunities) as well as deviation values calculated during scheduling (costs, effort, dates) from the status reports which have been selected for the planning objects in the Status module.
  • Next to the estimates of the respective project manager, the portfolio manager’s estimate will be displayed for each planning object.

Where can I find estimates and deviation values of all planning objects?

In the Planning Object Status module of the required portfolio.

Open the portfolio by clicking on the Multi-Portfolio Board link in the user menu of the Portfolio manager role and clicking on the link on the ID of the portfolio in the Portfolios module which will be opened. Subsequently, please switch to the Planning Object Status module tab in the active portfolio.

Who is allowed to see estimates and deviation values of all planning objects?

All users who have access to the Planning Object Status module. In PLANTA standard, these are the managers of the corresponding portfolio and the multi-portfolio managers. For further information on user rights, please click here.

Status Reports of the Portfolio

Information

  • With the help of the status reports of a portfolio and the corresponding planning objects you can analyze progress.

Where can I consult status reports?

In the Status module of the required portfolio as well as in individual status reports of the portfolio and of the planning objects.

Open the portfolio by clicking on the Multi-Portfolio Board link in the user menu of the Portfolio manager role and clicking on the link on the ID of the portfolio in the Portfolios module which will be opened. Subsequently, please switch to the Status module tab in the active portfolio. In order to open a status report, click on the ID of the status report in question.

Who is allowed to see status reports?

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

Diagrams and Detailed Reports on the Portfolio

Information

  • Based on the project data contained in the portfolio, different graphical analyses on the most important factors of the portfolio are created automatically: Portfolio Structure and Project Estimate, Costs and Budget, Risks and Opportunities, Evaluation Criteria, as well as Objective Contribution and Risk Values.

Where can I see portfolio analyses?

In the Info Board module of the required portfolio.

Open the portfolio by clicking on the Multi-Portfolio Board link in the user menu of the Portfolio manager role and clicking on the link on the ID of the portfolio in the Portfolios module which will be opened. Subsequently switch to the Info Board module tab in the opened portfolio.

Who is allowed to see portfolio analyses?

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