Oracle® Agile Product Lifecycle Management for Process

Action Dashboard Solution Pack

Extensibility Pack 2.7
E37247-01

  

 

  

 

September 2012

 

 

 

 

 

 

 

 

 

 

 

Oracle_Logo_485C.jpg                                           00104BF0Macintosh HD                   BE05FFEF:

 


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Agile Product Lifecycle Management for Process

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Contents

Action Dashboard.. 4

Purpose. 4

Overview.. 4

Installing the Action Dashboard.. 5

Using the Action Dashboard.. 7

Cached Data.. 8

Recent, New, and Due Views.. 8

Sorting Views.. 9

Filtering Views.. 9

 


Action Dashboard

Purpose

This guide describes how to install, configure, and use the Action Dashboard Solution Pack.

Solution packs are designed to be pluggable modules that can be added to the Agile PLM for Process application suite without modifying the existing release code base.

Overview

The Action Dashboard provides a central location to visually display all of a user’s GSM, SCRM, NPD, and eQ action items and their status. The Action Dashboard is deployed to the Portal application accessible through a tab.

Multiple views of data are presented to quickly show relevant data to the user:

  • The Red, Amber, Green view allows a user to know which items are late based on the due date (Red), which items need attention (Amber), and all other items they currently own (Green). 
  • The Recent, New, Due views allow a user to see the action items they recently viewed (Recent), which items have been newly assigned to them (New), and which items are about to be Due  or past due(Due).

Installing the Action Dashboard

Note: Before installing the Action Dashboard, you must have Oracle Agile PLM for Process 6.1.0.1 installed.

 To install the Action Dashboard:

1.        Backup the <prodika_home>\web\portal, <prodika_home>\web\css, and <prodika_home>\config directories before proceeding.

2.       Create a backup of the Prodika database.

3.       Unzip the ActionDashboard.zip file to a local directory.

4.       Run the ActionDashboard.sql script in the Database folder on your database.

5.       Double-click the setup.exe file and follow the on-screen instructions to install the necessary file to your specified PLM for Process home directory.

6.       OPTIONAL: Update the <prodika_home>\config\Custom\CustomerSettings.config file if you want to modify the default values for MaxItemsActionDashboard, ActionDashboardCacheTimeoutInMins, IsPortalHomeDefault, and HideTabId.

·         MaxItemsActionDashboard: The maximum records the Action Items will return.  If it is not set, the default value is 500. 

·         ActionDashboardCacheTimeoutInMins: The service cache timeout duration in minutes. If it is not set, the default value is 5 minutes.

·          IsPortalHomeDefault: Defines which Portal page tab is the default.  Out of the box, the default is the new Action Dashboard tab. If it is changed to true, the default page will be the user’s existing portal page.

·         HideTabId:  Defines which Portal page tab is hidden. HomeTab and ActionDashboardTab are the only options.

Here is an example of what this would look like:

<ProdikaSettings>

<ActionItems configChildKey="key">

<add key="MaxItemsActionDashboard" value="5000"/>

               <add key="ActionDashboardCacheTimeoutInMins" value="3"/>

              <add key="IsPortalHomeDefault" value="false"/>

              <add key="HideTabId" value="HomeTab"/>

        </ActionItems>

</ProdikaSettings>

 

7.       Restart IIS.

8.       Log into the portal.


Using the Action Dashboard

After the Action Dashboard has been installed and configured, log in to the PLM for Process Portal. You can also access the Action Dashboard from the following URL:

http://<prodika_home>/portal/default.aspx?InitialLoad=ActionDashboard

This URL can be added to any navigation menu using navigation extensions. This would provide users a one-click method to return to their Action Dashboard if it is not configured as the default home page.  See the Navigation Extensibility Guide in the extensibility pack for more information.

The red, amber, green (RAG) view displays the user’s GSM, SCRM, NPD, and eQ action items. They are organized by status. Red items are past due, amber items are running behind schedule and about to turn red and green items are current.

The left bar represents a stacked bar chart. It displays the total count of red, amber, and green items. You can quickly see how many items are past due or about to be due. Click the sections of the chart to display a list of the action items in that selected status.

By default, the first action items displayed are past due items.

Figure 1.        All Action Items in Green

The Action Dashboard table contains the following attributes:

Action Dashboard table columns

Description

Type

The object icon associated with each item type.

Hovering over each icon will display the type description.

Number

The number associated with each item.

Note: Not all items have a number in the system. For those items, a number will not be displayed.

Name

The name of the item.

Equivalent

The cross-reference number associated to the item using the user’s preferred Cross Reference settings.

App

The application associated with the item.

Status

The current workflow status of the item.

Red

The date the item will be entering the red state

 

Click anywhere in the row to open the item.

Cached Data

The action item data retrieved is cached for performance purposes. If you act on an action item, then return to the Action Dashboard and do not see your change reflected, you can click the Refresh link to update the table contents. By default, data is cached for 5 minutes, but this can be overridden by updating the configuration value as indicated in the installation instructions.

Recent, New, and Due Views

The following list gives different views of the action items listing. Click the Recent, New, or Due button to display the corresponding view.

  • Recent – These are items you own and have recently accessed. This is available as long as the Most Recently Used functionality is enabled (the application default is enabled).
  • NewYou should think of this list as your inbox. These are items that have been recently assigned to you through a workflow. By default, this includes items that have been assigned to you in the last 7 days, but an input field allows that to be modified (type the new number and press Enter).

eQ: New eQ items include all eQs in Submitted status that have not been imported into GSM. The assigned date field displays the date the supplier returned the item.

NPD: If the Current Stage’s Start Gate Date is set, the Current Stage’s Start Date is used as the project assigned date.

  • Due--This list helps you to understand what is coming due in the next specified amount of days. This list allows you to plan ahead based on their respective due dates. By default, this includes items that will turn Red in the next 7 days and past due items. An input field allows the number of days to be modified (type the new number and press Enter). This listing also includes items that are already past due (in a Red status); uncheck the Include Past Due Items checkbox to only show items that will be due between today and the number of days specified.

eQ: Due eQ items include all eQs in Sent or In Progress status. The assigned date field is blank.

NPD: The assigned date is the Last Workflow Action Date.

Figure 2.        Action Dashboard showing items due

Sorting Views

To sort by a specific attribute, click the table column header to display the Sort panel. Click the sort order. All columns can be sorted in ascending or descending alphanumeric order.

Figure 3.        Sort Panel

 A down arrow in the column heading indicates descending order, and an up arrow indicates ascending order. The selected sort order is preserved within the session. The default sort view for all items in the RAG grid is in ascending order by red date so the oldest items are displayed first.

Filtering Views

You can filter the Type, App, and Status columns to display only those items that meet the criteria you specify and hide the items you do not want displayed.  You can also filter by more than one column. Each additional filter is based on the current filter, so the number of items displayed is further reduced.

To filter the items in a column:

  1. Click the table column header to display the Sort and Filter panel.
  2. Select or clear one or more filter values.  If the list is large, clear Select All, then select the specific values to filter.
  3. Click OK to display the filtered items.

When a column is filtered, the filter icon (  ) displays in the column header.

Figure 4.        App Column with filter

When there are one or more filters selected on the grid, the Clear Filters link appears. Click Clear Filters to remove all filters from that grid.