Stakeholders
A stakeholder is an actor which takes part to a project. There are 2 kinds of stakeholders:
- The ones directly associated to an Initiative/Release (called direct Stakeholders)
- The ones related to the Portfolios of an Initiative/Release
Both kinds benefit the same capabilities (rights) on the Initiative/Release.
This sections focuses on the direct Stakeholders. The Stakeholders of the Portfolios are explained in the Portfolio page.
Attributes
A Stakeholder has the following set of attributes:
Field | Description |
---|---|
Full name | The actor which represents the Stakeholder |
Role | The specific role of the actor for the Initiative/Release. The available roles depend of the Initiative/Release type. |
Identity card
→ The Initiative/Release's "view basic data" permission is needed to display the Stakeholders' identity card.
The Stakeholders' identity cart is represented by:
- The list of direct Stakeholders with management capabilities (add, edit and delete)
- The list of Stakeholders of the Portfolios
Stakeholder management
→ The Initiative/Release's update permission is needed to manage a stakeholder.
Add a Stakeholder
- Go to the Stakeholders identity card,
- Click on the “Add” icon
inside the Stakeholders table,
- Complete the Stakeholder's attributes and Save,
- The new Stakeholder has been added.
It's not possible to add twice the same actor for the same role.
The available roles depend of the Initiative/Release type.
Edit a Stakeholder
Edit a Budget Line
- Go to the Stakeholders identity card,
- Click on the “Edit” icon
for the wished Stakeholder,
- Modify the Stakeholder's attributes and Save,
- The Stakeholder has been updated.
Delete a Stakeholder
- Go to the Stakeholders identity card,
- Click on the “Delete” icon
for the wished Stakeholder,
- Confirm that you want to delete the Stakeholder. A Stakeholder can not be restored once deleted. If you delete one by error, you will have to re-create it.
- The Stakeholder is deleted.