Strategy My Quick Update – Project Task
This article contains: |
1. Overview |
This is an optional feature which can be activated or deactivated by CAMMS upon request. A cost may be associated with activation.
Please contact the CAMMS Helpdesk for more information.
This section displays all the project tasks for which you have been assigned as the responsible officer. The project tasks will be available only if you are using the project task.
The project task title functions as the hyperlink to the relevant project task’s details.
You can send an email with regard to the relevant record to the user IDs available in the system or to manually added email addresses.
For each Project Task, the following data is displayed by default:
Field | Description |
|---|---|
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. |
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.  Figure 1.2 | |
% 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;
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:
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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 Date | 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 Date | 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. |
2. Project Approvals |
This applies to organisations that use both our Camms.Strategy and Camms.Project modules.
This section displays all the project approvals for which you have been assigned as the responsible officer.
For each project, the following data is displayed by default (same as action area).
Field | Description |
|---|---|
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 By | 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 Icon | 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 Icon | Clicking on the report icon will load the Project Master Report for the respective change request in the SSRS previewer. |
Following filters will be available:
Filter | Description |
|---|---|
Project Type | Drop-down list that shows all project types. Selecting a project type will display all project approvals with that type only. The default action is ‘Show all’. |
Project Title | A text box that allows you to perform a search on your project approvals by project title. This is a keyword search and therefore, by entering a part of the Project Title you will be able to filter out all project approvals that are linked to that Project Title. |
Project Code | A text box that allows you to perform a search on your project approvals by project code. This is a keyword search and therefore, by entering a part of the Project Code you will be able to filter out all project approvals that are linked to that project code. |
Submitted By | Drop-down list that shows all the staff who has submitted projects for approval. Selecting an item will filter project approvals by that person who submitted it for approval. The default action is ‘Show all’. |
Search and Clear Filters buttons are available within the filtering area. Ticking the Save as Default box will save the current search criteria as the default one.
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