The project Home Page workspace, Objectives tab provides the list of Objectives to which the currently selected project contributes.
The main toolbar provides the following tools:
New | Allows the user to create a new project. | |
Publish | Publishes any changes to the current project, but only if the current project is the active Working version. | |
Edit | Opens the Project Administration dialog box. | |
Lock | Locks the project so that other users cannot modify it. Upon locking a project, the Undo and Redo commands become available. Note: This command is only available if the project is not yet locked by any user. | |
Unlock | Unlocks a previously locked project. Note: This command is only available if the project has been locked by the logged-in user. | |
Undo | Erases the previous change done, reverting the project to its previous state. Note: This command is only available if the project has been locked by the logged-in user. | |
Redo | Reverses the action of the Undo command. Note: This command is only available if the project has been locked by the logged-in user. | |
Status Report History | Opens the Status Report History full screen view. | |
Manage Baselines | Opens the Manage Baselines dialog box. | |
Workflow Actions | Allows the user to modify the Workflow State Vote associated with the project. | |
Workflow | Displays the Workflow Information dialog box. | |
More | Provides access to the following commands:
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Brief | Opens the Project Brief dialog box. |
The chart displays for each Objective the evolution of the completion % (i.e., the ratio between the Current and Target values).
The available time frame is driven by the Changelogs dates.
This section provides a list of all the Objectives the selected project contributes to.
Each Objective is represented in the form of a card which provides the following information:
Objective Information section | |
Name | Indicates the name of the Objective. Upon clicking on it, the Objective Brief dialog box is displayed. |
Workflow | Indicates the Objective Workflow State. |
Parent | Indicates the name of the Objective to which the current Objective is hierarchically attached. |
KPI | Indicates the Name of the KPI. |
Manager 1 | Indicates the person in charge of the Objective. |
Alignment tile | |
The Alignment tile display differs depending on the options selected in the Strategy Definition dialog box. | |
When the Strategy Alignment feature is deactivated, the Alignment tile is not displayed. | |
When the Strategy Alignment is enabled and the “Project Management” option is set to “Manual”, the Alignment tile displays the following information:
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Current tile | |
The Current tile display differs depending on the options selected in the Strategy Definition dialog box. | |
When there is no tracking feature, the Completed indicator will be displayed. It allows the user to mark and unmark the Project Objective as completed by clicking on the Checkmark icon. | |
When the tracking is made at the Project level, the Current tile displays the following information:
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When the tracking is made at the Project level but the user is not enabled to edit the tracking information, the Current tile displays the following information:
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The “Enabled User Roles for Project Objective Target and Current Modification” setting, available in the System Settings workspace, Strategy and Benefits Settings folder, defines which users can edit information in the Current tile.
The following tools are also available:
Attach Objective | Provides access to the following commands:
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Show Completed | Allows the user to display or hide Project Objectives that have been marked as Completed. | |
Notes | Indicates whether or not there are new notes, and opens the Notes dialog box. | |
More | Provides access to the following commands:
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