Bucket Overview
Here, you can view and edit an existing bucket. In most cases you can edit existing data by overwriting it with the new data.
To expand/collapse all trays: Click the overlapping triangles icon at the top right.
To expand/collapse individual trays: Click icon at the top right of respective tray.
General Information
Here, you can view or change information about the bucket in the fields described below.
Field |
Status |
Explanation |
Bucket Name |
Mandatory |
View or change the name of the bucket. |
External ID |
Mandatory |
This is a unique identifier for the bucket and cannot be modified. |
Description |
Optional |
View or edit the description. |
Parent Name |
System Generated |
Here the name of the parent bucket is displayed. This cannot be modified. |
Date Created |
Updated by the system |
This field displays the date on which this bucket was created. |
Last Update |
Updated by system |
This field displays the date on which this bucket was last updated. |
Updated by |
Updated by the system |
This field displays the user who last updated the bucket. |
Status |
Mandatory |
Select from the drop down menu whether the bucket is Active or Inactive |
Bucket Review Count |
Updated by System |
The number of reviews associated with the bucket, is displayed. |
Bucket Item count |
Updated by System |
The number of items created within the current bucket, is displayed. |
Financial and Capacity Planning Settings
Here you can view or change the financial and capacity planning attributes about the bucket in the fields described below.
Field |
Status |
Explanation |
Capacity planning start date |
Mandatory |
View or change the date from which the resources for all items (projects) within this bucket need to be monitored. Change the date manually or use the date picker icon next to the field to specify the date. |
Capacity Planning End Date |
Mandatory |
View or change the date up to which the resources for all items (projects) within this bucket need to be monitored. Change the date manually or click on the date picker icon next to the field to specify the date. |
Period Breakdown |
Optional |
View or change the period by selecting new value from the drop down menu. |
Capacity Unit |
Mandatory |
View or change the time unit by selecting new value from drop down menu. |
Financial Planning Start Date |
Mandatory |
View or change the date from which financial planning for all items (projects) within this bucket should be initiated. Enter the date manually or click on the date picker icon next to the field to specify the date. |
Financial Planning End Date |
Mandatory |
View or change the date up to which the financial planning for all items (projects) within this bucket should be initiated. Enter the date manually or click on the date picker icon next to the field to specify the date. |
Currency |
Mandatory |
View or change the currency by selecting new value from drop down menu. |
Authorizations
Here, you can add or remove users and change their authorizations to access the portfolio. The inherited users cannot be deleted. It is necessary to provide some authorization to each user. Certain users shall inherit authorization to the bucket due to authorization at the parent object. To view the inherited user list, click Show/hide users with inherited authorizations.
Add/Remove Users
To Add a User
...
1. Click Add User Manually.
2. Use the Quick look up to select the business partner to whom you wish to provide access.
To Remove a User
...
1. Click the box to the left of the user name.
2. Choose Remove.
User Authorization
To Change User Authorization
...
1. Check appropriate boxes under Admin, Owner, Read orWrite.
2. Click the icon at the top right corner of the tray to display the description of each authorization.
Comments
This is an optional field. You may add comments relevant to the bucket. The comments box on the right is updated upon Save.
Field Service Configuration
Here, you may view or change questionnaires or scoring models associated with the fields under the Standard Fields tab page and the active questionnaires under the Decision point fields tab page.
Standard Fields
Field |
Description |
Field |
The fields are predefined during the configuration. |
Questionnaire |
View or select an alternative questionnaire from the drop down list, to be associated with the corresponding field. |
Scoring Model |
View or select an alternative scoring model from the drop down list to be associated with the corresponding field. |
Decision Point Fields
Here you specify the active Questionnaire.
Field |
Description |
Field |
Active is the default entry and is populated by the system |
Questionnaire |
Here you can select the active questionnaire from the drop down menu. |
· Choose Save to save the changes and get back to the previous screen.