UI
Home, Ideas, Project, Portfolio Reports
What are modules?
Where I edit and build my estimate.
What is the Build Estimate Style?
It provides details about your project performance on a monthly basis. It includes traffic lights about your project health.
What is your Status Report?
Submits my current gate for approval.
Where I can see all projects that I am assigned as a Project Manager
What is the My Projects NPK style?
Data, Stage & Gate, Gantt, Estimating, Forecasting, etc
What are pages?
Check box that allows me to see an activity in my estimating page.
What is Cost Activity?
If I overspend or underspend in one month, the system makes up the difference in the next month.
What is Rolling Forecast?
Represented by an orange icon in the shape of a computer monitor; you can open and edit details directly in Planisware.
What is a Native Planisware Deliverable?
Last 4
What is the Previously Viewed Projects Dropdown?
Where I can adjust my date formats, currency, and pin commonly used items.
What is the Planisware swirl?
Allows me to view different hourly rates for a resource in my estimate.
What is Rate Type?
The difference between my last published estimate (to forecast) and my current forecast.
What is Estimate Variance?
A line item that can be mandatory or optional, and can be native in planisware, or a MS office document that can be uploaded to a stage to support your project. They can be chosen from the Stage Gate checklist, or uploaded ad-hoc.
What is a Stage Gate Deliverable?
NPK Project Template (No Documents)
What is my Project Template?
Where I see any notifications for items I need to approve or action (deliverables, funding requests, stage gates, etc)
What is Workbox?
Single point & PERT
What are Contingency Type Options?
The difference between my previously approved forecast and my current forecast.
What is Monthly EAC variance?
It allows me to enter an additional approver (of my choice) to a stage gate deliverable.
What is Restart Workflow?
Where a Site Portfolio Manager (SPM) can assign a Project Manager (PM) to a project.
What is Rights & Responsibilities?
It divides pages into different areas, and can be customized and saved. They can also be reset to default.
What is a Style?
Escalation, Estimate, Risk, and BOD Reserve
What are types of Contingencies Categories?
Sum of all approved funding requests.
What is Budget at Completion (BAC)?
Where I can choose to streamline a stage, pick and choose deliverables, and populate my ETC information.
What is the Stage Gate Checklist?
Where I enter the name, responsibility, ERP, and additional project information.
What is the Project Details or Project Properties?