Investment Plan

The Investment Plan is a dynamic and visually intuitive tool designed to represent and manage investment project timelines, key decision points, and associated expenditures. Using a Gantt chart interface, it helps stakeholders visualize project progress, schedules, and milestones, while also aiding in the identification of potential delays or issues during project execution to enable timely adjustments. The Investment Plan also supports the use of multiple custom views, allowing organizations to tailor the visualization and management of project data based on different business needs, perspectives, or reporting requirements.

Core Features

1. Visual Timeline Representation

The Investment Plan's Gantt chart offers an intuitive, time-based overview of project elements, including:

• Requests: Submitted project initiatives under consideration.

• Decision Points: Planned approvals and evaluations along the project lifecycle.

• Expenditures: Forecasted and actual financial outlays over time.

The timeline helps stakeholders monitor progress, identify bottlenecks, and ensure alignment with project goals.

2. Flexible Expenditure Modes

Weissr’s Investment Plan offers users the ability to view data in three expenditure modes:

• Capex (Capital Expenditures)

• Opex (Operational Expenditures)

• Capex & Opex

Features:

• Customizable Display: Select the expenditure mode from the top left corner of the Investment Plan Grid to tailor the view of project expenditures. Capex and Opex are displayed in separate rows for clarity.

• Total Calculation by Mode: Totals are dynamically calculated based on the selected mode.

• Column Persistence: The chosen expenditure mode is saved per user settings and persists across sessions.

3. Pre-defined time Resolution Options

Users can adjust the time resolution in the Investment Plan grid to suit their data analysis needs. Available resolutions include:

• Monthly

• Quarterly

• Annual

Key Features:

• Investment Plan Settings: The Investment Plan settings are defined by administrators, including the last available year and standard resolution settings. Refer to the Investment Plan Configuration documentation for detailed information on customizing the Investment Plan.

• Resolution Flexibility: The standard resolution settings relate to the current year, such as:

  • Monthly: Current year

  • Quarterly: Next year

  • Annual: Remaining years

• Magnifying Glass Controls: Zoom in or out for each year directly from the grid:

  • Zoom In to switch from annual to quarterly or from quarterly to monthly.

  • Zoom Out to simplify data presentation.

4. Manually customize outlay years

Users can control which years are displayed in the Investment Plan.

• Click Outlay years

• Select specific years to display

Resolution modes

The Investment Plan supports two modes:

• Automatic – system-defined resolution

• Manual – user-defined years and resolution

Reset to default

• Use Reset to restore default years and resolution

5. Split-Screen Editing

The split-screen editing feature allows users to edit Request expenditures directly from the Investment Plan grid to simplify navigation.

How Split-Screen Editing Works

Activation:

• Double-click on a Request Outlay to open the split-screen editor.

• The Expenditure grid opens in a split-screen view, occupying up to 50% of the screen space.

Visual Indicators:

• The selected Request is highlighted in grey.

• A link to the Request is available.

• The current user locks the Request.

Note: If the Request is already locked by another user, the Expenditure grid will indicate this and prevent edits.

Expenditure Grid Details:

• Pre-decision Outlays: Editable for Draft, Under Review, and Decision Requests.

• Post-decision Outlays: Editable for Monitoring; non-editable for Follow-up, Completed, and Rejected Requests.

  • Post-decision Requests do not display pre-decision data.

Edit Rules:

• Editing permissions align with Request rules:

  • Project (CM) Edit Permission for the Site of the Request

  • OR Contribution Access via User Properties

Navigation and Persistence

• Double-clicking on another Request Outlay closes the current Expenditure grid and opens the grid for the newly selected Request.

• The split-screen editor remains active across page filters and navigation:

  • If the filter hides the selected Request, the editor stays active.

  • When filters are removed, or the user returns to the page, the editor reactivates for the same Request.

6. Resizable Sections

The Investment Plan grid is divided into three resizable sections to keep data accessible and organized:

• Request Name: Displays the title of the investment request.

• Fields: Displays key project details, including customizable fields.

• Outlays: Shows planned and actual expenditures.

Key Features:

• Independent Scrolling: Scroll horizontally within the Fields or Outlays sections without affecting others.

• Drag-to-Resize: Adjust section sizes by dragging section borders for better visibility of critical data.

7. Unlimited Fields

The Fields section supports unlimited data fields, making it adaptable to any project.

Highlights:

• Custom Field Order: Reorganize visible fields to suit your analysis needs.

• Frozen Headers: Column headers stay visible during vertical scrolling for better context.

• Independent Horizontal Scrolling: Analyze data seamlessly across multiple parameters.

Always-Visible Fields:

To ensure critical information is always accessible, the following fields are permanently visible and cannot be hidden or removed:

• Project Name

• Expenditure Type

• Total Amount

While these essential fields remain fixed, users can still add and organize additional fields to tailor the grid to their specific requirements, enhancing data visibility and usability.

8. Flexible Data Organization

Tailor the Investment Plan layout for your needs:

• Drag-and-Drop Columns: Reorder columns by dragging and dropping headers.

• Adjustable Column Widths: Resize columns by dragging the edges of column headers to optimize readability, especially for lengthy field names.

  • Drag year column headers to adjust width

  • Quarter and month columns adjust proportionally

These tools ensure the grid adapts to your specific use cases.

9. Layouts

You can apply predefined layouts in the Investment Plan.

• Layouts define visible fields and their order

• The same layouts are available as in Power Mode

10. Collapsible Decision Steps

The Decision Steps section is collapsible, allowing users to:

• Optimize screen space.

• Focus on project data while accessing decision details only when needed.

Easily expand or collapse this section to adjust your view.

Benefits

• Enhanced Tracking: Keep timelines, decision points, and expenditures on track.

• Flexible Data Management: Customize layouts, expenditure modes, and resolutions to match your requirements.

• Simplified Editing: Streamline expenditure updates with split-screen editing directly from the grid.

• Improved Accuracy: Quickly identify potential delays or risks for proactive intervention.

How to Use the Investment Plan

Navigating the Grid

1. Open a custom view based on Investment Plan from the navigation panel.

2. Scroll horizontally within the Fields and Outlays sections as needed.

   • Tip: Hold the Shift key and use your mouse to scroll horizontally faster.

Customizing the Layout

• Drag column headers to reorder fields.

• Resize columns or sections by dragging the edges of headers or section borders.

• Expand or collapse the Decision Steps section for a tailored view.

Adjusting Time Resolution

• Use magnifying glasses in the grid to zoom in or out on specific years.

• Select between Monthly, Quarterly, or Annual resolutions based on your needs.

Editing Expenditures via Split-Screen

• Double-click a Request Outlay to edit expenditures directly in the split-screen view.

• Use the grid to modify pre-decision or post-decision data according to permissions.

Saving Your Preferences

The following settings are saved per user and per view:

• Visible fields and layout

• Section sizes

• Expenditure mode

• Selected outlay years

• Resolution mode

• Column widths