Camms.Project – My Quick Update
The My Quick Update page can be used to update (edit only) the most frequently changed details in one location. Widgets will be displayed with summary details at the top of the Quick Update page, with the total number of Project updates, Project Task updates, Project Approval updates, and all other assigned responsibilities for the logged in user to take action upon, will be listed here. Additionally, Project Details will be listed one below the other with easier controls to update the respective projects.
The default Quick Update page set via the My Settings section, will be loaded once navigated to the overall Quick Update page. You can load other quick update pages by selecting the respective quick update item from the dropdown available at the left-hand side of the page.
My Quick Update will let you update information in the below items:
My Projects
My Project Tasks
My Project Risks
My Risk Actions
My Risk Controls
My Approvals
My Issues
My Issue Actions
My Issue Decisions
Widgets will be displayed at the top of the Quick Update page displaying the total number of responsibilities assigned for each responsibility type that your organisation has activated.
The number displayed here, will represent the total number of items the logged in user is responsible for each responsibility type. However, if the details are filtered, then the number displayed here, will represent the filtered number of items the logged in user is responsible for.
Notes:
If there are no responsibilities assigned from a given responsibility type to the logged in user, the respective widget will not be displayed.
However, if the filter is used to filter details, and if there are no results based on the filter criteria, the widget count will display a 0 value.
1.1 Updating Project Details
To update a project's details, scroll to the respective project or use the Filter button to search the expected project, update details in each tab, and click the Save button at the top-right corner of the page.
Note: The Project Tasks widgets are developed using the new technology and therefore, will have a significant improvement in performance when loading project details compared to other widgets. The technology will be upgraded in other widgets as well in a future release.
1.2 Project Tasks widget
The Project Task widget will receive a full technology upgrade, which in turn, you will experience a significant performance improvement.
Two new columns ‘Project Name’ and ‘Parent Task Name’ will be introduced to the Project Task gird.
Clicking the 'Project Task Title' will open the popup window for the Project Task within the same window.
A new button 'more details' will be introduced against each Project Task. Clicking this button will open a popup window to view more details.
Task Planning will be the default tab in the popup window, which will display the Gantt chart.
Attachments, Email, and Discussion will be shown as tabs within the popup window.
By dragging and dropping a column header to the top of the table, it will let you group the Project Tasks by the relevant column.
Note: By default, Project Tasks will be grouped by ‘Project Name’ and ‘Parent Task Name’.
You will be able to sort the Project Tasks by clicking on the column headers in the Project Task grid.
The filter icon will be displayed in blue colour when there are active filters, making it easier to identify at a glance.
You will be able to configure the number of records visible within the Project Task grid per page, using the dropdown at the bottom left corner.
You will be able to navigate between the pages, using the buttons at the bottom right corner.
View more details under the following sections: |