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

  1. Go to the Stakeholders identity card,
  2. Click on the “Add” icon inside the Stakeholders table,
  3. Complete the Stakeholder's attributes and Save,
  4. 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

  1. Go to the Stakeholders identity card,
  2. Click on the “Edit” icon for the wished Stakeholder,
  3. Modify the Stakeholder's attributes and Save,
  4. The Stakeholder has been updated.

Delete a Stakeholder

  1. Go to the Stakeholders identity card,
  2. Click on the “Delete” icon for the wished Stakeholder,
  3. 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.
  4. The Stakeholder is deleted.