Using the Dashboard

Introduction

The Dashboard is available to all Users and the first page navigated to upon "entering" a Project. The Dashboards objective is to offer an "at-a-glance" view of the Project's current state, including displaying the current Phase Progression along with any outstanding Actions the current User has to complete and other items important to the Project's progression.

This guide will demonstrate some of the features that are available on the Dashboard, for a detailed description of features please see the specific articles linked above.

Send Document for Review

Instructions for sending a Project Mandate Document out for Review using a feature of the Dashboard are as follows:

  Process Step Action within Project on Demand  
1 Access Review Management feature of Dashboard.
  1. Click the associated "Produce Project Mandate" Goal within the Phase Progression container - this will display a context menu.
  2. Click the Open Review Management option - a child window will be displayed.
2 Access Review Document feature of Review Management.
  1. Click the Review button - the child window will flip to display features for sending the Document out for Review.
3 Send Document out for Review.
  1. Select recipients of Review Request by checking the corresponding checkbox in the Send column.
  2. Set the Requested Review Completion Date using the calendar provided - this will set the Due Date and Review Date properties of the Action generated for each recipient.
  3. Click the Send button - a success message will be displayed and the child window will close. An "Internal" Action will be generated for each recipient selected and an email sent to each recipient User's Login Email address with instructions to login to the application to complete their Review Response.

Submit Review Response

Instructions for utilising the Execute Pending Action feature of the Dashboard to Review the Project Mandate Document are as follows:

  Process Step Action within Project on Demand  
1 Access Execute Pending Action feature of Dashboard.
  1. Select the correct Pending Action in the DataGrid within the "My Pending Actions" container.
  2. Click the Execute button or double-click the row itself - the application will navigate to the Project Mandate in Review Mode.
2 Review Project Mandate.
  1. Navigate through the Document clicking on the tabs and entering Your Comments into the textboxes provided.
  2. Click the Submit button - a confirmation window will appear.
  3. Click the Yes button on the confirmation window - this will complete and submit your Review Response, a success message will be displayed and the application will navigate to the Dashboard.

Edit Risk on Dashboard

Instructions for utilising the Edit Risk feature of the Dashboard are as follows:

  Process Step Action within Project on Demand  
1 Access Edit Risk feature of Dashboard.
  1. Double-click on the Risk you wish to edit - a child window will be displayed.
2 Make necessary changes to the Risk.
  1. Edit the Risk properties as desired.
  2. Click the Save button - a success message will be displayed and the child window will close.