Dashboard (Program) MOD009C8U

Access

• Program panel → Dashboard

Information

• This module acts as a kind of message center for program changes. Here,
  • the latest program information is displayed.
  • no data can be changed.
• The module is empty upon creation of a program. In the course of program planning and editing, it is filled with data.

Note

• If the module described here is opened and at the same time you make changes to another module of the project panel which have an influence on the data in the module described here and save them (or if another user has done so), the Refresh button is displayed at the lower left corner of this module. You have to click on this button in order to refresh the display of the data.

Status

Information

• In the status bar, the current estimate and the current status of the program from the last status report calculated by the program, as well as the estimate and the status of the program from the last status report calculated by the system, are displayed.
  • The estimate of the program manager (manually input) and the automatically calculated status of factors such as costs, effort, dates, etc., are displayed.
  • The estimate of the program manager is visualized by a thumb symbol.
  • The program status calculated by the program is visualized by a triangle shaped traffic light.
    • red: Cost/effort overrun by more than 5% or delay of more than 5 days
    • yellow: costs/effort overrun by more than 5% or delay of more than 5 days
    • green: costs/effort not overrun or no delay.
• Below the status bar, all master milestones of the program are displayed in a graphic.
  • The y axis contains three planning states:
    • Current status
    • Status from the last status report
    • Status from the baseline status report
  • The x axis displays the total program duration:
    • Start = earliest calculated start date of the three planning states on the y axis
    • End = latest calculated end date of the three planning states on the y axis
  • Diamonds represent tasks that are defined as master milestones.
    • In the middle of each diamond, the WBS code is displayed.
    • Diamonds of completed tasks are or will be colored in dark gray.
    • For the task name, refer to the legend below the graphic.
    • If you left-click on a hash, this hash and the other remaining hashes of the same task from other reports will be enlarged for comparison purposes.
  • The 'today' line is visualized by a black bar in the graphic.
    • Half of the graphic up to the 'today' line is colored in light gray.

Details

• The graphic will only be displayed if the following requirements are met:
  • The selected planning object is active (status=1) or archived (status = 9).
    • For archived planning objects, only the data from the baseline and the active status report are displayed.
  • Master milestones are available in the schedule.
  • The master milestones are scheduled (a scheduling was carried out after planning of the master milestones).
  • Each master milestone has a name.
• If one of these requirements is not met, a note is displayed which informs you that the chart data is not available and gives you the reason for this.

Info

Information

• In the Info area,
  • pin board entries, notes, and documents which have been created in the Documents module and which affect the current project will be displayed.
    • For notes and documents you have to consider that only those will be displayed in the Dashboard module for which the Type parameter (Type for documents and Type for notes) has been set to 1 (display in the Dashboard) in the Documents module.
    • After activating the Completed checkbox, pin board entries, notes, and documents are hidden. Completed entries can be viewed in the All elements and Completed elements variants of the Documents module.

Notes

• The Info area will only be displayed if at least one of the subareas contains at least one entry.

Projects of the Program

Information

• In the Projects of the program area, the projects assigned to the program are displayed.
• By clicking on the ID of the required project you can switch to the corresponding Project panel in which you can review or edit the project data depending on your user rights.

Watchlist

Information

• In the This program is on the watchlist of: area, persons are listed which have added the selected program to their own watchlist for monitoring via the My Watchlist module.
  • The area will only be displayed if it contains data.