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Planview Customer Success Center

Manage System Stakeholders

Introduction

The Stakeholders feature enables you to add and manage the stakeholders to the System. You can choose a user or a user group as a System Stakeholder. 
There are be four types of Stakeholders Roles, you can select one or more these types:

  • Responsible (R)
  • Accountable (A)
  • Consulted (C)
  • Informed (I)

Pre-requisite

To be able to view the Stakeholders tab, you must have ‘View Stakeholders Tab’ user permission.

Navigation

Environment > Systems

Access System ‘Stakeholders’ 

To access the Stakeholders tab:

  1. Navigate to the ‘System’ page.
  2. Search for the System on which you want to manage the Stakeholders. You can use the filter options available on this page.
  3. Open the System by clicking on the System Name.

The Systems pop-up displays. The existing Stakeholders are displayed in the ‘People’ section 

SystemsStakeholder1-1536x692.png

 

Add Stakeholder

To add a Stakeholder, in the ‘People’ section, click Green-cross-June-14-2021.png
. ‘Add New Stakeholder’ pop-up displays. Fill in the fields on this pop-up as follows:

Fields Description
Name or User Group Select a user or user group from the drop down as the Stakeholder
Role Select one or more roles for this Stakeholder
Email This field auto-populates the email ID of the Stakeholder if you had selected a user. For the user group, this field is disabled.
Stakeholder RACI Select one or more Stakeholder roles for this Stakeholder.

SystemsStakeholder2.png

Click Save-and-Close.png. The new Stakeholder is added and available in the ‘People’ section.

           

NOTE

If you add the same Stakeholder more than once, on the grid they will appear only once with all their Roles and Stakeholder RACI Roles merged. For example, if a stakeholder with Role A and all the RACI Roles was added again with Role B and no RACI Roles, the Stakeholder would appear only once with Roles A and B and all the RACI Roles.

           

Edit Stakeholder

You can edit the Stakeholder Role and Stakeholder RACI roles. To edit, hover over the Stakeholder to display Edit-1.png. Clicking on it opens the ‘Edit Stakeholder’ pop-up. Edit the fields as required. Refer to the above table for more details.

After making changes click Update-Close.png.

SystemsStakeholder3.png

The Stakeholder displays the updated details.

Remove Stakeholder

To remove (or delete) a Stakeholder, hover over Stakeholder in the ‘People’ section to display Red-Cross.png. Plutora will remove the Stakeholder from the System and will no longer be Responsible,  Accountable, Consulted, or Informed for this System.

Contact Stakeholders

You can send emails to all or selected Stakeholders linked to a System. To contact, click Email.png next to ‘Stakeholders’. The ‘Contact Stakeholders’ pop-up displays. Select Send to all stakeholders or Send to selected stakeholders option and fill the template. Once done, click Send.png.

SystemsStakeholder4.png