Stakeholders

Overview

Project stakeholders are individuals, groups, or organisations that have an interest or involvement in a project and can impact or be impacted by its outcomes. Identifying and understanding stakeholders is a crucial step in project management, as their needs, expectations, and influence can significantly affect the project's success. Examples of stakeholders include:

Project Sponsor
Project Team
Customers
End Users
Suppliers / Vendors

Views

There are two types of views for registers in Altus:

User Views: These views show all items assigned to the current user. In addition, users with higher levels of access can view items across the portfolio.
Object Views: These filter items based on which portfolio, program, or project they belong to automatically.

User Views

None out of the box.

Object Views

These show items filtered within the context of the object. For example, the portfolio and program views below only shows stakeholders which are linked to them:

Portfolios_Form_Stakeholders

Programs_Form_Stakeholders

Item Form

There are two types of items forms in Altus:

Quick Create: This is a simple version used to create the item.
New/Edit: Provides a full browser width version containing all fields and features.

Quick Create form

There is not a Quick Create form for Stakeholders in Altus.

New / Edit Form

New Form:

Stakeholder_ItemForm_New

Edit Form:

Stakeholder_ItemForm_Edit

Columns

The following columns exists in Altus.

Columns prefixed with sensei_ are those that form part of the Altus solution.

The remaining are default dataverse fields created automatically.

Property	Value
Display Name	Stakeholder
Name	`sensei_stakeholder`
Primary Column	Name
Description

Display Name	Name	Data type	Field Length	Customizable	Required	Searchable
Communications frequency	`sensei_communicationsfrequency`	Single line of text	100	True	False	False
Communications requirements	`sensei_communicationsrequirements`	Multiple lines of text	2000	True	False	False
Created By	`CreatedBy`	Lookup		True	False	False
Created By (Delegate)	`CreatedOnBehalfBy`	Lookup		True	False	False
Created On	`CreatedOn`	Date and Time	Date and Time	True	False	False
Description	`sensei_description`	Multiple lines of text	2000	True	False	False
Import Sequence Number	`ImportSequenceNumber`	Whole number		True	False	False
Modified By	`ModifiedBy`	Lookup		True	False	False
Modified By (Delegate)	`ModifiedOnBehalfBy`	Lookup		True	False	False
Modified On	`ModifiedOn`	Date and Time	Date and Time	True	False	False
Name (Primary name column)	`sensei_name`	Single line of text	500	True	True	True
Owner	`OwnerId`	Owner		True	False	False
Owning Business Unit	`OwningBusinessUnit`	Lookup		True	False	False
Owning Team	`OwningTeam`	Lookup		True	False	False
Owning User	`OwningUser`	Lookup		True	False	False
Portfolio	`sensei_portfolio`	Lookup		True	False	False
Program	`sensei_program`	Lookup		True	False	False
Record Created On	`OverriddenCreatedOn`	Date and Time	Date Only	True	False	False
Role on project	`sensei_roleonproject`	Multiple lines of text	2000	True	False	False
Stakeholder	`sensei_stakeholderId`	Primary Key		True	False	False
Status	`statecode`	Choice		True	False	False
Status Reason	`statuscode`	Choice		True	False	False
Time Zone Rule Version Number	`TimeZoneRuleVersionNumber`	Whole number	-1 to 2147483647	True	False	False
UTC Conversion Time Zone Code	`UTCConversionTimeZoneCode`	Whole number	-1 to 2147483647	True	False	False

Security Roles

Security Role	Create	Read	Write	Delete	Append	Append To	Assign	Share
Altus - PMO User
Altus - Portfolio Manager
Altus - Portfolio Manager - Team
Altus - Program Manager
Altus - Program Manager - Team
Altus - Strategy Executive
Altus Admin User
Altus Portfolio User
Altus Strategy User