Page Comparison

Title

Each project task title can be expanded and the title hyperlink will open in a new window by default.

According to the settings configured by your Administrator the hyperlink will be enabled or disabled. When enabled, the relevant record will be opened in a new tab or in a new window.

Email

Clicking on this icon enables you to send an email based on the relevant project task  progress. A popup window will be displayed to send the email to a staff member within Camms.Strategy® or to a manually added email address.

% Complete

Progress bar indicates the percentage completed and the bar will display the following based on the configurations within Administration>Settings>Progress Calculation area.

If the project is ‘off track’, the bar will become red.

 If the project is ‘ongoing’, the bar will become yellow or amber. 

 if the project is completed, the bar will become green.

Progress bar Indicator will be blank(unlit) in the following instances;

• Ongoing Actions where the action progress values are unspecified in the system by default.

• Actions for which Target values have not been set.

Progress bar indicator will be based on the period’s performance - action YTD actuals against the period target.

Thresholds are set within the Admin area and can be changed to suit organizational requirements by the Administrator. See Action Progress Threshold area for more information.

The default threshold is:

• On Track (>=) 90.

• Off track (<) 70.

• Monitor (<90 and >= 70) (based on the on track and off track numbers). Less than 90 and greater than or equal to 70.

Target

Target set for the task is displayed here. The default option is set to the last closed period unless your Administrator changes it to show the current period.

 Your Administrator can do this through the Administration>Settings>System Settings area.

Status

Editable Action status drop-down list displaying the latest Action status.

Start dateDate

Allows the user to set the start date as you start the task. Once the date is set, the user will need to go below to the expanded area ‘Quick Progress’ in order to update the start date.

End Date

Allows the user to set the end date as you complete the task. Once the date is set, the user will need to go below to the expanded area ‘Quick Progress’ in order to update the end date.

Schedule 

Displays the schedule icon. Clicking on Schedule icon will open the current Gantt chart of the project which the task is linked to, in a pop-up. The same functionalities provided in Task Planning object will be available based on your user permissions.

Completion dateDate

When a task is complete, this will be enabled. This field will be non-editable for incomplete tasks.

Your Administrator can make Action completion date mandatory or optional via Menu > Administration > Settings > System Settings > Make Completion Date Mandatory.

Phase

Displays the phase in which the sign off object is in the change request workflow. Phase name will be hyperlinked. Clicking this will navigate you to the relevant sign off (open in a new window).

Objects

Displays the sign off object name. Non editable.

Submitted Date

Requested date and time. Non-editable.

Submitted byBy

The name of the staff who submitted the change request for sign-off. Non-editable.

Project Position

The project position of the staff who submitted the change request for sign-off. Non-editable.

Comment

Multi line text box provided for the approver to enter a comment.

Action

A dropdown list with options: “Approve”, “Not Approve” and “Re-open”.

Confirm iconIcon

Clicking on this will confirm the action selected from “Action” dropdown. For example, if you select “Approve” from the “action” dropdown and clicks on the Confirm icon, then the respective change request will get approved.

Report iconIcon

Clicking on the report icon will load the Project Master Report for the respective change request in the SSRS previewer.