Program Dashboard

The program dashboard provides users with information about FSRs, Work Orders, Investigations, and Projects that they have a direct relatioship with.  They can also select to view other projects that they are participating in but are not directly responsible for.  This is performed by a complex logic as described below:
 
  • Record Groupings/Filters:  The available list of records is grouped into the following categories
  • FSR - Investigations
  • Program Filter: Investigations are first filtered by Program.  Investigations assigned to Programs that have a Program Status set to "hide" from the dashboard will not be visible
  • Workflow Status: All investigations that have been withdrawn or rejected will be hidden from the dashboards
  • Security Group Filter:  Any users placed into security access groups found within the Security Group Filter as detailed below will be automatically provided access to all active FSRs/Investigations
  • Investigator Filter:  All other users will default to only see investigations for which they are assigned as the investigator.
  • Funded Projects
  • Program Filter: Projects are first filtered by Program.  Projects assigned to Programs that have a Program Status set to "hide" from the dashboard will not be visible
  • Active Projects: Project that are deactivated (light bulb button not "lit" in tools on project record) will be hidden from the dashboard
  • Security Group Filter:  Any users placed into security access groups found within the Security Group Filter as detailed below will be automatically provided access to all active Projects
  • Project Manager Filter:  All other users will default to only see projects for which they have been assigned to a workflow role that includes "Project Manager" in the role title (found on the Project Record > Users tab)
  • Furniture Budget:  Furniture budget projects (associated with the "Furniture" program) follow that same logic as Funded Projects above but also will automatically show on the dashboard for all users in a security group that has "Furniture" in the group name.
  • Work Orders
  • Location Filter:  Work Orders are first filtered by a users access to asset locations.  If a user cannot access a work order, they may not have access to the location within the PMWeb security module (user access/project access features)
  • Open/Closed Status:  The top of each Work Order record includes a checkbox to identify if a Work Order has been closed.  Any records with this box checked will be hidden from the dashboard.
  • Admin: Admin account has access to all work orders
  • Project Manager: Users assigned as the project manager in the Work Order custom field will have access to their assigned work orders
  • Work Order Types
  • Furniture Work Orders
  • Furniture Management:  This security group will have access to all furniture based work orders on their dashboard
  • Real Estate Work Orders
  • Capital Planning Management:  This security group will have access to all real estate based work orders on their dashboard
     
  • Displaying Additional Records:  Users can display additional records on their dashboard by expanding the list of parameters after running the report.
     Within the parameters, there is are three multi-select paramters:  Projects, Investigations, and Work Orders.  Simply check/uncheck items in these lists and then click the View Report button to refresh the dashboard.
     
  • Unassigned Records:  Part of the records management process for investigations, projects, and work orders is the assigment of a project manager or investigator.  Records which have not been assigned will show at the top of each respective record type grouping in the dashboard records lists.
     
  • Security Group Filter:  The program dashboard report has been setup with a hidden paramter that stores the list of security access groups that have automatic visibility of all active investigations and project on the dashboard.  To update this list, a qualified administrator must edit the report RDL file.  The parameter is named GroupsWithAllProjects and the list of groups is entered as default values within the parameter.  To add/remove a group, edit the parameter.  Navigate to the "Default Values" tab and add/delete items in the list.  These values must be an exact match to the security group names as found in PMWeb.