9 2:Personal main

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Contents

[edit] Where in Project.net

Personal > Dashboard

[edit] Personal Dashboard Overview

The Personal Dashboard in the Personal Workspace contains the list of all activities, tasks, assignments, meetings etc that relate to the logged in user. It is the Users personal Dashboard with different channels to indicate the list on the different modules of the application. These channels can be expanded, collapsed or closed as required by the user.

Personal Dashboard
Personal Dashboard

The available channels in this Personal Dashboard are as follows:

  1. Site Status
  2. Assignments
  3. Timesheet
  4. My Projects
  5. My Businesses
  6. Personal Planned Activity Metrics
  7. Upcoming Meetings
  8. Workflow Inbox
  9. Documents Checked Out by Me

[edit] Site Status

This channel on Site status contains information from the administrator on the status of the system. Details on the deployment of the system with the latest build versions and the time that these builds are automatically updated are found under this channel.

[edit] Assignments

All assignments or tasks that are assigned to the user on the various Projects are listed under this channel on Assignments. Details here include the names of all Assignments of the user, the Project to which each assignment belongs, the percentage of completion for these assignments and the date when these were last updated. These assignments include the list on Assignments in Progress, Late Assignments, and Assignments starting in 2 days.

[edit] Timesheet

The Timesheet displays an overview of work assigned and work captured. It displays the list of tasks assigned to the user in a tabular format. The user can view, add and modify the time duration in the timesheet. The timesheet can also display daily and weekly time prescribed for a certain task and thier totals on daily basis.

[edit] My Projects

This channel contains the list of all Projects in which the User is a member. Project list in this channel consists of the Project names, Business to which the respective Project belongs and the Overall, Financial, Schedule and Resource Status of the projects. This default view of the project list can be modified to suit the view that is defined by selecting the option under Portfolio view in the Projects Channel.

[edit] My Businesses

The Business Channel in the Personal Dashboard contains the list of all the Businesses the User is a member. Details on the name of the Business, Business type and number of people in the Business is displayed.

[edit] Personal Planned Activity Metrics

This channel list contains the metrics for all the activities of the user. Metrics here are calculated and displayed for the week and the month. Items of metrics displayed in this channel include Assignments in Progress, Assignments completed, Meetings Scheduled and Activity Totals.

[edit] Upcoming Meetings

This channel contains a list of all upcoming meetings that the user is invited to. Details on Upcoming Meetings include the name of the meeting, date of the meeting, start time and end time of the meeting and the status of the meeting.

[edit] Workflow Inbox

Envelope Properties
Envelope Properties

The Workflow channel contains the list of the workflows with details on Current step and the last changed status of the Workflow. Clicking on the workflow link under this channel will open to the Workflow envelope properties window. The transitions to the selected workflow envelope is carried out here. All workflows for which the transitions are completed are not displayed under this channel.

[edit] Documents Checked out by Me

Documents that have been checked out by the User are listed under this channel. Information on the Document names that have been checked out, the workspace that contains these documents and the Checkout date of the documents are displayed here.

[edit] Toolbox

  • Blogit - Selecting this allows the user to create a personal blog entry for the Personal Dashboard.
  • Personalize page

[edit] Personal Dashboard Menu


Personal tools