Feature Changes: Workspace dashboard menu with Activity List and Pipeline
January 16, 2007 – 1:06 pmOn2Biz facilities have been divided into two sections:
- Workspace - where the user manages and reports activities and processes
- Reports - where the user analyzes performance through various types of reports
Each of these sections have the corresponding menu, which acts like a dashboard for quick access to the facilities in the section.
We review here, the Workspace dashboard menu, and the changes we have implemented based on feedback from users.
The workspace menu consists of the following facilities:
1. Activity List
a. Scheduled Appointments - lists the appointments that are due today or overdue
b. Pending Tasks - lists the tasks that are due today or pending from before
c. Unread Notes - lists notes that have been added in projects where the user is an project manager or project team member
d. Active Projects
- by Milestone - lists projects that have shown progress in milestones in the last 1 week
- by Activity - lists projects that have shown some activity (calls/tasks/notes) in the last 1 week
e. Inactive Projects
- by Milestone - lists projects that have shown NO progress in milestones in the last 1 week
- by Activity - lists projects that have shown NO activity (calls/tasks/notes) in the last 1 week
2. Projects Pipeline
The projects pipeline shows the number of projects that are currently at various milestones. Previously we used to show all projects where the current user has permissions to view. Hence, a user will see all projects where:
a. The user is a project manager
b. The user is a project team member
c. The user is a category manager for a product category which is being sold
d. The user is a member of top management (and will see ALL projects for all users)
So for individual users who are not category managers or members of top management, the pipeline shows projects where that user is a project manager or a project team member.
While for managers, it would show all projects where they have permissions to view, which include projects that they are themselves project managers/project team members, as well as other users’ projects.
Some of the managers who are using On2Biz have brought to our notice that it is difficult for them to view their own projects from the workspace pipeline. If they want to view projects belonging to their subordinates, they can use the reports, where one can choose the user and see the sales pipeline in detail.
This made sense to us, so we have now created an option in the user preferences, to indicate whether the workspace pipeline should show subordinates pipeline or only the user’s own pipeline.
Hence if you are a manager, and you set your preference “show subordinates pipeline in workspace” to no, then your workspace pipeline will show only projects where:
a. The user is a project manager
b. The user is a project team member
This will affect the number of projects that appear in your pipeline if you are a category manager or a member of the top management.
By default, the workspace pipeline will include your subordinates projects. To see only your individual projects in the workspace pipeline, change your preferences “show subordinates pipeline in workspace” to yes.