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The view functions similarly to other grid views with a Filter Panel to the left hand side, the main grid view in the middle, and a Details Panel - upon record selection - to the right hand side. The grid view itself is split into two sections: the top half displays a summary of tasks completed or statuses reached by Location and the bottom half (the Device/Equipment List) displays a summary of tasks completed or statuses reached per the Systems status life cycle. The Device/Equipment List portion allows Users to customize the column display as well as create and share saved views.
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To view Monthly Progress Reporting for certain work, the associated Contract must support Milestone Progress Reporting. This General Contract Properties setting can be enabled via the New/Edit Contract form. |
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For a System Element Type to be included within Milestone Progress Reporting, the System Element Type must be properly configured. Enable Milestone Progress Reporting on each System Element Type via the Manage System Element Types grid view. |
What You Will See in the User Interface:
- The New/Edit Contract form now includes an option (i.e., checkbox) for Milestone Progress Report support under the General Contract Properties.
- For System Element Types, the New/Edit Type form now includes an option (i.e., checkbox) for Milestone Progress Report support.
- Access the Milestone Access the Milestone Progress Report from the Production stack within the Main Menu.
- The Summary by Location section displays the percentage of work (or tasks) left to be completed according to the Location of the System Elements, while the Device/Equipment List section displays the percentage of work (or tasks) left to be completed according to the System Elements and associated life cycle statuses.
- The view is blank until a System Element Type selection is made in the Filters panel. Once a type is selected from the Filter Panel, the Device Equipment List column options will expand to include the statuses of that System Element Type’s life cycle. Only statuses associated with that System Element Type's life cycle will be available for selection and Users must add the statuses to the Device/Equipment List half of the grid view via View → Columns to see any records in the grid view. Once added to the Device/Equipment List section, the columns will automatically populate in the Summary by Location section.
Gliffy Diagram
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For a System Element Type to appear within the grid view, the Milestone Progress Report field must be checked. Users can do this via the Manage System Element Types grid view.
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In order for dependencies to be counted in the amount of work left to complete for a System, a Default Status Dependency must be configured within a System life cycle. |
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