Dashboard Summary
The Oregon dashboard provides a summary of the various projects that a user has access to. There is a top-level summary showing the following:
- Active Projects - All projects that are currently being worked on or are prepped to start soon
- Not Started - Total projects that have not been scheduled yet
- In Progress - Projects that are currently under way and are being actively worked on
- Submitted to AQM – The project is has been submitted to the SSC AQM team. This only applies to certain project types. P2PE, PADSS, SSF
- On hold - All projects that have been put on hold by Foregenix or the Client. No work packages will be active while a project is in this status
- Completed – The project has been completed and currently being invoiced and finalized.
Dashboard - Project List
- The dashboard has a tabbed view below the Dashboard Summary. The first tab is the Latest Projects list. This list contains a top level summary of the Active Projects and includes basic information like:
- Organization – Name of the organization the project belongs to. This is provided as there may be a hierarchical structure of Organizations that the user has access to.
- Contract – The specific contract that the project belongs to
- Project – The name of the project
- Project ID – Internal ID used for tracking purposes
- Location – Global location where the project is being completed
- Assessors – This is a list of the Foregenix Assessors that are assigned to do work on the project
- Start and End Date of scheduled work
- Expected End Date – This is a date that has been agreed upon by Foregenix and the client
- Project Deadline – A date by which the project must be completed. This is normally set when there is a compliance deadline that need to be met. If not needed it is just shown as a dash -.
- Status
- Not Started
- In Progress
- SSC Submission
- On Hold – The project has been placed on hold until further notice
- Completed
Hints
Grid Filtering:
You can filter the Project List by entering text into the text boxes in each column
- If you hover over text in the grid, you will see a popup which will allow you to do a quick filter in the list.
- If you click the funnel
icon, the text will be placed into the textbox at the top of the column and filter accordingly.
- If you click the copy
icon the text will be placed into your clipboard for you to use as needed.
Column Selection:
If you are only interested in specific columsn you can choose only the columns that interest you by clicking the Columns Button
Dashboard - Project Board
The project Board tab provides a column view of all the projects. The columns are as follows:
- Upcoming - These projects have work packages that are due to start in the next 14 days
- In Progress - Someone has already started wok on this project
- On Hold - Projects hat have been placed on hold until a later date
- Completed - The project work packages have all been completed
Dashboard Contract List
This tab provides a summary of all active contracts for the client.