This provides alternate views of a Project with color-coding and filtering to make it easy to focus on items for which a Team Member is responsible or that need attention, or to see the Project’s Workflow, Timeline or associated 3D visualization.

Topics

Overview Tab

This provides an expandable view of all the Phases and Tasks in a Project with 1-click filtering to see items by Assignee or Status, making it easy to see only “My Tasks” and/or those in a particular Status. Tasks/Milestones are color-coded to show their Status and highlight those that require attention.


Status Tiles


Clicking on a Tile filters the displayed Tasks/Milestones, so that only those with the given Status are colored while the others are shown “dimmed".  By default, the %-Complete tile is selected so that all Tasks/Milestone are highlighted.   

For example, clicking the Missed Finish Date Tile filter would highlight those four Tasks that are not Finished and whose Planned Finish Date has already passed.

                                                                                                     

Legend


  • Tasks are shown as rounded rectangles, Milestones are shown as diamonds

  • Items have a red border if they are Overdue or Late to Start

  • Items Pending Approval are shown Yellow

  • Items are Grey/Grey-Green/Green for Ready to Start/Started/Finished

  • Items Requiring Review are flagged with an “!”

  • Notes

    • an Item is “Requires Review” if at least 1 Output Requires Review

    • an Item is “Pending Approval” if at least 1 Output requires Approval

    • an Item is shown as Pending Approval if both Pending Approval and Requires Review apply

Assignee Chooser

By default, ALL Assignees are selected so that all Tasks/Milestone are highlighted. If a specific user or set of users are selected, only those Tasks/Milestones assigned to those Users are highlighted. By selecting oneself, a Team Member can quickly focus on those Tasks/Milestones or Approvals assigned to them, providing a “My Tasks” view.



With a specific Assignee Selected, only their Tasks are fully colored, the rest are dimmed:                    

Workflow Tab


A Phase-separated table view of the Tasks in each Phase with Status, Assignee and key Dates. Task details can be inspected/edited from here. Columns are sortable and user can filter for Tasks or Milestones.




Timing Tab

Provides a Gantt-style timeline view of the Project, its Phases and subsidiary Tasks/Milestones. By Default the project is displayed with Phases “closed”; users can expand/collapse Phases to see the timeline detail for the Tasks/Milestones in that Phase. Also, users can expand/shrink the timeline “zoom”, level, to see Timing by Day/Week/Month.

Phase or Task bars are color-coded by Status/Completion, consistent with the Overview page color-coding

The resulting Timing view can be exported as a graphic to PDF or with detailed information to Excel

Date Adjustments


Delays or Accelerations can be applied for downstream Project dates, with scope control to limit such changes to some or all of the incomplete Phases in the Project. 

Select an effective date:

                                               

Define the adjustment:

                   


The Confirm screens summarizes what will be impacted:


Spinfire Tab

Provides an in-browser 3D view of the associated part/assembly for this Project. Users can change their viewing mode (position/angle, color-coding etc), perform sectioning and measurements and annotate their views - which can then be shared through the visualizer for discussions (Comments) with other users.

See Spinfire Web