In this lesson, we’ll walk you through the different dashboard views, how to interpret the data and show how to work with the information presented in the dashboards.
This video will provide an overview of the project dashboards, the different available views and the information displayed in each view.
Any referenced datasets can be downloaded from "Module downloads" in the module overview.
Transcript
00:09
In this video, we'll discuss how to use the dashboards for your project management needs, including the Main Project dashboard,
00:16
Default Project dashboard, Design, and Project Management dashboards.
00:20
So let's take a look.
00:26
The first dashboard you will see when you log into Upchain is the Main Project dashboard.
00:31
This dashboard provides you with an overview of all the projects you have access to in Upchain.
00:36
The main section of the dashboard shows you all the projects you have favorited.
00:41
You will also see for each project the status of Documents, Assignments or Tasks, and Items.
00:49
A single click on the Project opens a detail panel on the right hand side.
00:54
This provides similar information for the project with a breakdown of each category into Draft, Pending,
01:02
and Completed status for each task, document, or item, plus a list of team members.
01:10
The "View All" link allows you to dive further into the information presented in each section.
01:17
For example, I can click on the "View All" link under Assignments and navigate over to the Project Plan.
01:30
Along with the Project Overview, we also have the Activity Stream in the bottom left corner.
01:37
This shows you all the activity for the projects you have access to.
01:41
Each post will have a link where you can view the item, such as a change request and the team member who created the item.
01:48
You can click on each link to get more information on the activity or the team member.
01:55
Next to it, we have the "My Favorite" items section.
01:60
This section lists all of the items in project BOMs that you have added to your favorite list.
02:06
This allows you to quickly access items that you are working on or work with frequently.
02:12
The information provided here includes the item name, number, and status.
02:18
You can click on an item name, and you will get a pop up listing the projects that item is a part of.
02:27
From there, you can click on the project you wish to view the item in.
02:33
Next to it, we have the My Assignments section.
02:36
This lists all of the tasks that you currently have assigned to you for the projects you are working on.
02:44
The list is displayed oldest to newest, so any new assignments will be displayed on the bottom of the list.
02:50
As with the other sections of the dashboard,
02:53
you can click on the Assignment link or the Project link to navigate to the assignment or the project dashboard.
03:01
So along with the Main Project dashboard,
03:05
each project will have its own set of dashboards to help you view the project and get a better picture of its progress.
03:15
The main page in the project dashboard is called Default.
03:21
Essentially, your main view for the progress of your project.
03:25
This view provides an overview of the project with the three charts in the main section.
03:33
These charts display the progress of the assigned tasks in the project plan.
03:38
The tasks are displayed in Completed, Overdue, and Critical.
03:43
You will also be able to see the status of the tasks, such as Draft, Pending, or Completed.
03:52
The panel to the right displays information related to the project, including name, start date, team members, and status.
04:02
The chart below displays the tasks for the project.
04:05
Again, broken into different categories of Completed, Pending, Draft, and In Progress.
04:13
The way the information is displayed can be changed by right clicking on the report area and selecting another chart type.
04:20
For example, I can change the view of my project progress from the default line chart to a bar chart.
04:27
The last section in this dashboard view is the Activity Stream.
04:31
Similar to the one we saw on the Main Project dashboard,
04:34
this Activity Stream shows you all the activity for the project including Investigation Requests, Change Requests,
04:41
and Addition of Team Members.
04:44
Another view available to you is the Design dashboard.
04:47
This dashboard view is most beneficial to the CAD users on your project.
04:52
The information displayed in this dashboard is focused around the items in your project BOM.
04:57
The panel on the far left displays a list of the most recently created items for the project.
05:03
This allows you to keep track of what is being created in the BOM for your product.
05:08
Currently, we don't have any created items. We have to add those in.
05:13
Next to it, you can see a list of My Locked Objects.
05:19
This is useful if you are working on multiple items and need to check and see what you have checked out.
05:27
Also, should you be stepping away from a project for a period of time, say for vacation,
05:34
you can check this list and ensure you don't have any outstanding items checked out that will hold up the work for your team members.
05:41
On the far right, we can again see the My Assignments and Activity Stream information that we saw on the Main Project dashboard.
05:49
Again, these panels provide a list of currently assigned tasks and activities that are being completed by the project team.
05:57
The third and final dashboard view that you have available to you is the Project Management view.
06:03
This view is useful for anyone on the project team who needs to track the status of items and the cost associated with the project.
06:11
The main panel in this view lists all of the items in the BOM and shows the status for each item and the associated costs.
06:19
The quantity for each item is also listed.
06:23
It should be noted the BOM items that are listed in this dashboard view are from the latest working filter in the BOM structure.
06:31
Again, we can see the My Assignments panel is displayed as part of this dashboard.
06:37
So we have seen the information in the Main Project dashboard when we log into Upchain,
06:43
and the specific views available under the project specific dashboards.
06:47
I would encourage you to further explore the information displayed and see which view will work best with your role.
00:09
In this video, we'll discuss how to use the dashboards for your project management needs, including the Main Project dashboard,
00:16
Default Project dashboard, Design, and Project Management dashboards.
00:20
So let's take a look.
00:26
The first dashboard you will see when you log into Upchain is the Main Project dashboard.
00:31
This dashboard provides you with an overview of all the projects you have access to in Upchain.
00:36
The main section of the dashboard shows you all the projects you have favorited.
00:41
You will also see for each project the status of Documents, Assignments or Tasks, and Items.
00:49
A single click on the Project opens a detail panel on the right hand side.
00:54
This provides similar information for the project with a breakdown of each category into Draft, Pending,
01:02
and Completed status for each task, document, or item, plus a list of team members.
01:10
The "View All" link allows you to dive further into the information presented in each section.
01:17
For example, I can click on the "View All" link under Assignments and navigate over to the Project Plan.
01:30
Along with the Project Overview, we also have the Activity Stream in the bottom left corner.
01:37
This shows you all the activity for the projects you have access to.
01:41
Each post will have a link where you can view the item, such as a change request and the team member who created the item.
01:48
You can click on each link to get more information on the activity or the team member.
01:55
Next to it, we have the "My Favorite" items section.
01:60
This section lists all of the items in project BOMs that you have added to your favorite list.
02:06
This allows you to quickly access items that you are working on or work with frequently.
02:12
The information provided here includes the item name, number, and status.
02:18
You can click on an item name, and you will get a pop up listing the projects that item is a part of.
02:27
From there, you can click on the project you wish to view the item in.
02:33
Next to it, we have the My Assignments section.
02:36
This lists all of the tasks that you currently have assigned to you for the projects you are working on.
02:44
The list is displayed oldest to newest, so any new assignments will be displayed on the bottom of the list.
02:50
As with the other sections of the dashboard,
02:53
you can click on the Assignment link or the Project link to navigate to the assignment or the project dashboard.
03:01
So along with the Main Project dashboard,
03:05
each project will have its own set of dashboards to help you view the project and get a better picture of its progress.
03:15
The main page in the project dashboard is called Default.
03:21
Essentially, your main view for the progress of your project.
03:25
This view provides an overview of the project with the three charts in the main section.
03:33
These charts display the progress of the assigned tasks in the project plan.
03:38
The tasks are displayed in Completed, Overdue, and Critical.
03:43
You will also be able to see the status of the tasks, such as Draft, Pending, or Completed.
03:52
The panel to the right displays information related to the project, including name, start date, team members, and status.
04:02
The chart below displays the tasks for the project.
04:05
Again, broken into different categories of Completed, Pending, Draft, and In Progress.
04:13
The way the information is displayed can be changed by right clicking on the report area and selecting another chart type.
04:20
For example, I can change the view of my project progress from the default line chart to a bar chart.
04:27
The last section in this dashboard view is the Activity Stream.
04:31
Similar to the one we saw on the Main Project dashboard,
04:34
this Activity Stream shows you all the activity for the project including Investigation Requests, Change Requests,
04:41
and Addition of Team Members.
04:44
Another view available to you is the Design dashboard.
04:47
This dashboard view is most beneficial to the CAD users on your project.
04:52
The information displayed in this dashboard is focused around the items in your project BOM.
04:57
The panel on the far left displays a list of the most recently created items for the project.
05:03
This allows you to keep track of what is being created in the BOM for your product.
05:08
Currently, we don't have any created items. We have to add those in.
05:13
Next to it, you can see a list of My Locked Objects.
05:19
This is useful if you are working on multiple items and need to check and see what you have checked out.
05:27
Also, should you be stepping away from a project for a period of time, say for vacation,
05:34
you can check this list and ensure you don't have any outstanding items checked out that will hold up the work for your team members.
05:41
On the far right, we can again see the My Assignments and Activity Stream information that we saw on the Main Project dashboard.
05:49
Again, these panels provide a list of currently assigned tasks and activities that are being completed by the project team.
05:57
The third and final dashboard view that you have available to you is the Project Management view.
06:03
This view is useful for anyone on the project team who needs to track the status of items and the cost associated with the project.
06:11
The main panel in this view lists all of the items in the BOM and shows the status for each item and the associated costs.
06:19
The quantity for each item is also listed.
06:23
It should be noted the BOM items that are listed in this dashboard view are from the latest working filter in the BOM structure.
06:31
Again, we can see the My Assignments panel is displayed as part of this dashboard.
06:37
So we have seen the information in the Main Project dashboard when we log into Upchain,
06:43
and the specific views available under the project specific dashboards.
06:47
I would encourage you to further explore the information displayed and see which view will work best with your role.
This video will show how to use the information in the project dashboard to collaborate with project team members and move the project towards completion.
Any referenced datasets can be downloaded from "Module downloads" in the module overview.
