Introduction
The Dashboard is available to all Users and the first page navigated to upon "entering" a Project. The Dashboards objective is to offer an "at-a-glance" view of the Project's current state, including displaying the current Phase Progression along with any outstanding Actions the current User has to complete and other items important to the Project's progression.
This guide will demonstrate some of the features that are available on the Dashboard, for a detailed description of features please see the specific articles linked above.
Send Document for Review
Instructions for sending a Project Mandate Document out for Review using a feature of the Dashboard are as follows:
Process Step | Action within Project on Demand | ||
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1 | Access Review Management feature of Dashboard. |
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2 | Access Review Document feature of Review Management. |
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3 | Send Document out for Review. |
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Submit Review Response
Instructions for utilising the Execute Pending Action feature of the Dashboard to Review the Project Mandate Document are as follows:
Process Step | Action within Project on Demand | ||
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1 | Access Execute Pending Action feature of Dashboard. |
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2 | Review Project Mandate. |
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Edit Risk on Dashboard
Instructions for utilising the Edit Risk feature of the Dashboard are as follows:
Process Step | Action within Project on Demand | ||
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1 | Access Edit Risk feature of Dashboard. |
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2 | Make necessary changes to the Risk. |
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