Strategy My Quick Update – My Projects
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 projects for which you have been assigned as the responsible officer.
The project title functions as the hyperlink to the relevant project and you can navigate to the project details screen by clicking on the title of the audit recommendation.
You can send an email with regard to the relevant record to the user IDs available in the system or manually added email addresses.
For each project, the following data is displayed by default (same as action area).
Field | Description |
|---|---|
Title | Each project 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 and when enabled, the relevant record will be opened in a new tab or in a new window. |
Email Icon | Clicking on this icon enables you to send an email based on project update. A popup window will be displayed to send the email to a staff member within Camms.Strategy® or to a separate email address. |
Following filers will be available:
Filter | Description |
|---|---|
Search | A textbox which allows you to perform a search on the projects you are responsible for. This is a key word search and therefore, by entering a part of the project title, you will be able to filter out all projects that contain the typed words anywhere in the title. |
Project Type | A dropdown list of all project Types configured within the system. Selecting a project type(s) will display only projects that are of the selected type. Defaults to ‘Show all’. |
Project Position | A dropdown list of all project positions configured within the system. Selecting a position will display all projects that are assigned to you. Defaults to ‘Show all’. |
Performance Status | A dropdown list of performance statuses available for a Project (i.e. On Track, Monitor, Off Track). Selecting a performance status will display all projects with the selected project performance status. Defaults to ‘Show all’. |
Project Status | Drop-down listing allowing you to select ‘Open’, ‘Close’ ‘Upcoming’ or ‘Show All’. |
Hierarchy | Drop down that lists all hierarchies in the system (including any custom hierarchies). Selecting a hierarchy would allow you to further filter records up to a hierarchy node. Defaulted to ‘Show all’. |
Hierarchy Level | Drop down that lists all hierarchy levels under the hierarchy you selected on the above filter. Selecting a hierarchy level would allow you to further filter records up to a hierarchy node. |
Hierarchy Node | Drop down that list all nodes available under the hierarchy level you selected on the above filter. Selecting a hierarchy node would display your Projects that are linked to a particular node. |
Hide Closed Projects | Ticking this would exclude all deferred projects from the list. |
Hide Completed Projects | Ticking this would exclude all completed projects from the list. |
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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