Localization: View Program
Overview:
Through this menu, it is possible to search for all the programs added to the system, regardless of their status, and analyze their deadline, resource, and result indicators, among other information. Through the field located in the upper right part of this menu, it is possible to alter the search view between:
▪Summary: Displays basic information. ▪Details: Displays all the information of all visions. ▪Deadline: Displays the planned, rescheduled and actual dates. ▪Resource: Displays the number of allocated hours. ▪Result: Displays the cost and revenue totals and the gross margin.
Specific buttons:
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Click on this button to view the data of the program selected in the list of records.
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Click on this button to view the schedule of the program selected in the list of records.
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Click on this button to use the Analytics resource to analyze the search result.
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Click on the arrow next to this button to configure and issue the desired program report. This button also allows you to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, and it also searches for the parameters that can be used in the configuration of new reports.
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Click on this button to edit the communication plan of the program selected in the list of records. Through the screen that will open, it is possible to edit team data and communication matrix, and view forum topics related to the selected program.
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Click on this button to view the risk plan created for the program selected in the list of records. Note that this button will only be enabled for programs that have risk plans. Refer to the SE Risk component specific documentation for further details about risk plans.
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Click on this button to change the main screen layout to three quadrants. After selecting this option, the third quadrant displays the schedule and the details of the program selected in the list of records of the second quadrant.
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Click on this button to change the main screen layout to two quadrants.
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Use the filters described below to locate the desired records through specific information. To use such filters, go to the Search filters panel and click on the button to add filters.
For further details about the "Search panel" and other view operations, refer to the "User guide Views" section.
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Check the Only favorites option so that only records classified as favorite are displayed in the search. For more information, refer to the Search Filters View favorite records section.
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Program: Select the program you wish to search.
ID #: Enter the ID # of the program you wish to search.
Name: Enter the name of the program you wish to search.
Status: Expand the list and check the status that corresponds to the possible status of the program you wish to search. Use the other buttons next to the field to check all the options and clear the checked ones.
Revision status: Expand the list and check the options that correspond to the possible status of the revision of the program you wish to search.
Responsible: Select the user responsible for the program you wish to search. Use the other buttons next to the field to fill it with the logged-in user data and clear it.
Department: Select the department to which belongs to the responsible user for the program you wish to search. This field is enabled only if the grouping of the Type filter hierarchy is not "Project department".
Team: Select the team responsible for the project you wish to search. Use the other buttons on the side of the field to view the data of the selected team or clear the entered value.
Priority: Select the priority of the diagram you wish to search. Use the other buttons next to the field to view the priority data and clear it.
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Use the fields in this filter to find the program desired by the customer associated with it. To do that, enter the customer ID #, name and/or code of the program you wish to search.
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Use the fields in this filter to locate the desired program by the risk analysis associated with it. To do that, enter the ID # and/or name of the risk analysis, and/or select the risk used in the analysis. Check Display only programs with associated risk plan option so that only programs that have associated risks are displayed in the search result.
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Meeting: Select the meeting (SE Meeting) that is related to the program you wish to search.
ID #: Enter the meeting ID # related to the program you wish to search.
Name: Enter the name of the meeting related to the program you wish to search.
Status: Expand the list and check the options corresponding to the possible status of the meeting related to the program that you wish to view. Use the other buttons next to the field to check all the options and clear the checked ones.
Place: Enter the location of the meeting related to the program you wish to search.
Participant: Select a meeting participant related to the program you wish to search. Use the other buttons next to the field to fill it with the logged-in user data and clear it.
Note taker: Select the meeting note taker related to the program you wish to search.
Scheduled period: Select in the Start and End fields date range that covers the scheduled dates of the meeting related to the program you wish to search.
Execution period: Select in the Start and End fields the date range that covers the actual dates of the meeting related to the program you wish to search.
Comments: Enter the comments saved in the meeting data related to the program you wish to search.
Subject: Enter the subject of the meeting related to the program you wish to search.
Decision: Enter the decision saved in the minutes of the meeting related to the program you wish to search.
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Click on the Add attribute button and select the attribute associated with the program type you wish to search, the operator and a value for it. To use more than one attribute in this search, just click OK and repeat the procedure described above. After adding the desired attributes, click on the Apply button.
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Click on the Add attribute in the result button and select the attribute associated with the program type you wish to search, which will be displayed as a column in the list of records of the search. To add more than one attribute in this search, use the Add option at the bottom of the panel and repeat the procedure described previously. After adding the desired attributes, click on the Apply button.
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After entering the required filters, click on the SEARCH button on the Search filters panel or press ENTER on the keyboard to perform the search. The result will be listed on the right side of the view screen.
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