Action Dashboard Solution
Pack
Extensibility Pack 2.7
E37247-01
September 2012
Agile Product Lifecycle Management for Process
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Contents
Installing
the Action Dashboard
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.
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:
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.
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.
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.
The following list gives different views of the action items listing. Click the Recent, New, or Due button to display the corresponding view.
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.
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
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.
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:
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.