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The 'Actions' tab shows performance of all the actions in the given hierarchy level in relation to action progress and linked budgets. You can easily identify the current status of actions based on traffic lights indicators and also view the latest progress comments. 

Info

All the information would globally be filtered out as per the selection of hierarchy tree filter together with period filter.

  • STEP 1: To view actions, click the 'Actions' tab.
    Actions on this page are ordered by action ID.

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Field

Description

Action

Displays the action title defined within action detail area.

Start Date

Displays the action start Date defined within action detail area.

End Date

Displays the action end  date defined within action detail area.

Service Profile

Displays the service profile linked to a particular action within action details area.

Business Unit

Displays the business unit linked to a particular action within action detail area.

Responsible Person

Displays the action responsible person selected within action detail area.

Last Updated

Displays the last updated date of the action.

Progress

Displays the progress bar with percentage completed.

Performance

Displays the Action Progress (see section Action Thresholds above).

Info

Note: Traffic light indicator will be red for actions that have not yet started and for actions where start date has been passed. This is due to the fact that system considers them as ‘Off Track’.

Budget

Displays the budget performance (please refer the article Administration - Configuration section on Budget Threshold for further information).

Email

Displays the email control.

Comments

Progress comments for each action can be viewed by clicking the icon.

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  • STEP 2: Click on the filter icon to filter any actions you are specifically looking for.  Below filters are available to ease the search.

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