View sub-project page

This page is shown in Figure 1 and shows all the information relating to the selected Subproject iconsub-project. sub-project view page

Figure 1 – Sub-project view page

The  top header area allows you to Edit icon edit, Delete icon delete, Move iconmove, Move iconconvert, Copy iconcopy or Reference iconsearch the sub-project; or to add a new Subproject iconsub-project, Change requests icon change request, working task grouptask group, icon_userrole, Task map icontask, Milestones iconmilestone, Budget iconbudget, Expenses iconexpense item, benefitbenefit, Actions iconaction, Risk map icon risk, issues icon issue, Better cancel iconassumption, decision icondecision, icon_exceptionexception, Requirements icon requirement, Test case icon test case, Test run icon test run, or Defect maps icon defect for this project. You can also Attachments icon attach documents to your sub-project or allow users to leave Comment icon comments on a sub-project. Some details of the sub-project are displayed in subsections just below the top header area, such as the sub-project’s location within Psoda, and details about the sub-project’s RAG status and owner. In another subsection you will be presented with any applicable Workflow iconworkflow information, from which you may be able to Request state transition iconrequest or Pass iconauthorise any workflow transitions, depending on your access rights. The rest of the page is made up of a number of tabs or sections (depending on your selected view):

Actions icon Actions

This tab shows an asset listing of all of the actions registered for this sub-project and all of it’s descendants, as shown in Figure 2.  By default, this table will present you with a number of details about the actions such as it’s context, reference, description, priority and due date to name a few. If you click on the reference link of the listed action, you will navigate to that action’s view page. From the Actions column of this actions table, you can act on individual actions by Edit iconediting, Delete icondeleting, escalate iconescalating or Move iconmoving the chosen action.action tab

Figure 2 – Sub-project actions tab

Note that you can customise your table view by clicking the Edit iconedit button at the bottom of the action table. Here, you can also export this list to Excel export iconExcel or CSV export iconCSV files.

Better cancel icon Assumptions

This tab shows an asset listing of all of the assumptions that have been added to this sub-project, as shown in Figure 3.  By default, this table will present you with a number of details about the assumptions such as it’s reference, title, description, the user who created this assumption and it’s current state. If you click on the reference link of the listed assumption, you will navigate to that assumption’s view page. From the Actions column of this assumptions table, you can act on individual assumption by Edit iconediting, Delete icondeleting or Move iconmoving the chosen assumption.assumptions tab

Figure 3 – Sub-project assumptions tab

Note that you can customise your table view by clicking the Edit iconedit button at the bottom of the assumption table or navigate to this same spot to Add iconadd more assumptions to this sub-project individually or CSV import iconimport multiple from a CSV file. Here, you can also export this list to Excel export iconExcel or CSV export iconCSV files.

Attachments icon Attachments

This tab shows an asset listing of all of the attachments that have been added to this sub-project, as shown in Figure 4.  By default, this table will present you with a number of details about the attachments such as the file’s name, attachment type, view the version and access a download link. From the Actions column of this attachments table, you can act on individual attachments by Edit iconediting, Delete icondeleting, Move iconmoving or lock iconlocking/unlock iconunlocking the selected attachment. view page attachments tab

Figure 4 – Sub-project attachments tab

Note that you can customise your table view by clicking the Edit iconedit button at the bottom of the attachment table or navigate to this same spot to Add iconadd more attachments to this sub-project. Here, you can also export this list to Excel export iconExcel or CSV export iconCSV files. At the very bottom of this tabbed view, you have the option to add more attachments by utilising the drag and drop functionality to drag the files you wish to upload into the drop box (note that this function works in HTML5 compliant browsers only).  

benefit Benefits

This tab shows an asset listing of all of the benefits defined for this project, as shown in Figure 5. By default, this table provides measurement information about the benefits listed, it’s title and a progress indicator. From here you may also view the workflow chartprofile. If you click the link in the reference column, you will navigate into the chosen benefit’s view page. From the Actions column of this benefits table, you can act on individual benefits by Edit iconediting, Delete icondeleting or Move iconmoving the chosen benefit or add sub-benefit iconadding a sub-benefit or link iconlinking benefits.benefit tab

Figure 5 – Sub-project benefits tab

Note that at the bottom of the table you can Add iconadd more benefits, or customise your table view by clicking the Edit iconedit button to show or hide certain benefit information, or export this benefit list to Excel export iconExcel or CSV export iconCSV files.

 

benefit map icon Benefit Map

Instead of a table view, this tab provides a graphical view of your benefits.  The benefits map is generated from the information you put in the benefits table. Figure 6 below shows an example benefits map:

Figure 4 - Benefit MapFigure 6 – Sub-project benefit map

This interactive map permits selection of benefits, comments and initiatives to be moved within this map. Zoom in or out on certain map areas using the red arrow on the right-hand side of the map and pan around by clicking on the background and dragging.  

Budget icon Budgets

This tab shows an asset listing of all of the budget groups or budget items that have been added to this project, as shown in Figure 7.  By default, this table shows the baseline and actual cost details for this budget or group, together with all of the budget items and sub-groups it contains. From the Actions column of this attachments table, you can act on individual budget groups by Edit iconediting, Delete icondeleting, Move iconmoving, Copy iconcopying, link iconlinking, ganttbaselining the chosen budget group or you may have options to add a add subgroupsub-group or add budget itembudget item to the group. You can act on any listed budget items from this same column by Edit iconediting, Delete icondeleting, Move iconmoving or Expenses iconadding an expense item to the selected budget item. budget tab

Figure 7 – Sub-project budgets tab

Note that you can customise your table view by clicking the Edit iconedit button at the bottom of the budget table or navigate to this same spot to Add iconadd more budgets to this project, or CSV import iconimport a number of budgets from a CSV file. Here, you can also export this list to Excel export iconExcel or CSV export iconCSV files.

 

Change requests icon Change requests

This tabbed view provides the change requests table, as shown in Figure 8, listing any change requests that have been added to this project. By default you will be presented with the link to view the change request itself, title, category, description, scheduling information, the user who initiated this request, the owner of the request, it’s current state and any actions or workflow transitions that are available. From this change request listing, you can utilise any of the functions in the Actions column to act on a specific request. These functions may include Edit iconediting, Delete icondeleting, Move iconmoving or adding Comment iconcomments or Attachments iconattachments, or running a Report template iconreport on the chosen change request.

view programme change requests tabFigure 8 – Sub-project change requests table

Note that at the bottom of the table you can Add iconadd more change requests, Edit iconedit the table columns to show or hide request information, or export this list to Excel export iconExcel or CSV export iconCSV files.

At the very bottom of this tabbed view you may decrease/increase the number of contracts listed by selecting the hide/include change requests for projects and sub-projects link.

Comment icon Comments

This tab shows an asset listing of all of the comments that icon_userusers have made on this project, as shown in Figure 9.  By default, this table will present you with a number of details about the comments such as, the date that this comment was last updated, who created the comment, the comment itself and any associated tags to name a few. From the Actions column of this comments table, you can act on individual comments by Edit iconediting or Delete icondeleting  the selected comment. view page comment tab

Figure 9 – Sub-project comments tab

Note that you can customise your table view by clicking the Edit iconedit button at the bottom of the comment table or navigate to this same spot to Add iconadd more comments to this project. Here, you can also export this comment list to Excel export iconExcel or CSV export iconCSV files.  

Dashboard icon Dashboard

This tabbed view will display a collection of customisable dashlets, related to the sub-project you are currently viewing. In Figure 10 below, our “example project” has the Custom fields dashlet, Indicators dashlet and Open actions dashlet readily available, to show asset listings of the assets at this sub-project level.project dashboard tab

 

Figure 10 – Sub-project dashboard tab

You can rearrange the order of you dashboard dashlets by utilising the drag-n-drop function, selecting the title of the dashlet to be moved and dragging it to it’s new position. You may show or hide any dashlets that you need at a given point in time by selecting the Edit icon Customise dashboard link at the very bottom of this tabbed view.

decision icon Decisions

This tab shows an asset listing of all of the decisions that have been added to this project, as shown in Figure 11.  By default, this table will present you with a number of details about the decisions such as it’s context, title, description, user’s who agreed to it and it’s current state, to name a few. If you select the link in the decision column, you will navigate into that decision’s view page. From the Actions column of this custom fields table, you can act on individual custom fields by Edit iconediting, Delete icondeleting, escalate iconescalating or Move iconmoving the decision. decision tab

Figure 11 – Sub-project decisions tab

Note that at the bottom of the table you can Add iconadd more decisions manually or CSV import iconimport multiple from a CSV file, or customise your table view by clicking the Edit iconedit button to show or hide certain information. From here you can also export this list to Excel export iconExcel or CSV export iconCSV files.

Defect maps icon Defects

This tab shows an asset listing of all of the defects that have been logged for this project, as shown in Figure 12.  By default, this table will present you with a number of details about the defects such as the defect’s number, type, title, severity, priority, current state, date raised, resolve by date and which user this defect is allocated to, to name a few details. From the Actions column of this defects table, you can act on individual defects by Edit iconediting, Delete icondeleting or  Move iconmoving the selected defect. defects tab

Figure 12 – Sub-project defects tab

Note that you can customise your table view by clicking the Edit iconedit button at the bottom of the defect table. Here, you can also export this list to Excel export iconExcel or CSV export iconCSV files.

At the very bottom of this tab you may also be presented with the option to decrease/increase the number of defects listed by selecting the hide/include defects for children of this folder or hide/include archived defects links.

 

Delete icon Deleted assets

This tab shows an asset listing of all of the assets that icon_userusers have deleted or moved from this project, as shown in Figure 13.  By default, this table will present you with a number of details about the assets such as, the time it was deleted or moved, it’s parent asset (if applicable), what type of asset it was, it’s name and which user acted on it.

deleted assets tab

Figure 13 – Sub-project deleted assets tab

Note that you can customise your table view by clicking the Edit iconedit button at the bottom of the tables. Here, you can also export the list to Excel export iconExcel or CSV export iconCSV files.

Subproject icon Details

This section shows the details of the sub-project itself. This includes the description, start date, end date, budget intervals, estimated cost, estimated effort, number of open actions, owner and workflow, as seen in Figure 14. sub-project details tab

Figure 14 – Sub-project details tab

Some fields may allow for inline editing although these permissions may be linked to your access rights. If you feel that you should have access to some of these permissions, contact your System Administrator.

icon_exception Exceptions

This tab shows an asset listing of all of the exceptions that have been added to this project, as shown in Figure 15.  By default, this table shows the exception’s title, description and consequences, as well as any recommendations and who created the exception. If you click on the link in the reference column, you will navigate into the selected exception’s view page. From the Actions column of this exceptions table, you can act on individual exceptions by Edit iconediting, Delete icondeleting  or Move iconmoving the selected exception. exceptions tab change request page

Figure 15 – Sub-project exceptions tab

Note that you can customise your table view by clicking the Edit iconedit button at the bottom of the exceptions table or navigate to this same spot to Add iconadd more exceptions to this project. Here, you can also export this list to Excel export iconExcel or CSV export iconCSV files.

Expenses icon Expenses

This tab an asset listing of all of the expenses logged for this project, as shown in Figure 16. By default, this table shows the budget item that this expense item is associated with, the reference, description, date, date of payment as well amount including and excluding tax information. The number of comments and attachments added to an expense item is also indicated in this view. The Actions column of the expenses table provides accessible functions to act on a chosen expense item. These functions include Edit iconediting, Delete icondeleting, Move iconmoving or Copy iconcopying the chosen expense item or adding a Comment iconcomment or Attachments iconattachment to that expense item.

expenses tab budget view pageFigure 16 – Sub-project expenses tab

A chart at the bottom of this tabbed view will also visually show you the accumulated expenses from the start of this project.

Note that you can customise your table view by clicking the Edit iconedit button at the bottom of the expenses table or navigate to this same spot to Add iconadd more expense items to this project manually, or you can CSV import iconimport multiple expenses from a CSV file. Here, you can also export this list to Excel export iconExcel or CSV export iconCSV files.

 

gantt GANTT

This tabbed view shows the GANTT chart shown in Figure 17, generated by the information in your Schedule tab. By default, this table shows the name of the task group, task or milestone and it’s start and end dates.

On the right-most side of the chart there is a breakdown of tasks in a visual format than will span across a monthly, weekly or daily scale (this is setting dependent). The users who are allocated to each asset will have their names written next to this asset’s timeline.

general GANTT tabbed view

Figure 17 – Sub-project GANTT chart

At the very bottom of this tabbed view you are presented with a number of table information formatting options which will adjust the GANTT’s visible period, or scale, or whether it displays more than just task dates.In addition, the view tasks & milestones link will navigate to the Schedule tabbed view so that you can expand or contract the work breakdown structure viewed in the GANTT.

 

History icon History

This tab shows shows some basic history of the sub-project, as shown in Figure 18.  By default, this tab will present you with a number of details about the project’s history such as the creation date, creation user, last update date and last update user. If the project has been changed then this section will also show a table of all the changes that has been made, including the date of each change, the field changed, the value before the change and the user who made the change.view page history tab  

Figure 18 – Sub-project history tab

Note that you can customise your change table view by clicking the Edit iconedit button at the bottom of the change table. Here, you can also export this list of changes to Excel export iconExcel or CSV export iconCSV files.

 

issues icon Issues

This tabbed view shows the issues table as seen in Figure 19, listing any issues that have been logged for this sub-project. By default, this table provides impact and priority information, plan progress and resolution dates for the issues listed, as well as any actions that can be taken. The workflow column also provides information as to the next workflow transitions available. The Actions column of the issues table provides accessible functions to act on a chosen issue. These functions include Edit iconediting, escalate iconescalating, Delete icondeleting, Move iconmoving or adding a Comment iconcomment or Attachments iconattachment to that indicator.view programme issues tab

Figure 19 – Sub-project issues tab

Note that at the bottom of the table you can Add iconadd more issues, Edit iconedit the table columns to show or hide issue information, or export this issue list to Excel export iconExcel or CSV export iconCSV files. At the bottom of this tabbed view you may decrease/increase the number of issues listed by selecting the hide/include issues for projects and sub-projects link. The last option, renumber issues, allows you to renumber all issues in this table at once.  

Report template icon Reports

This tabbed view shows a listing of the reports as seen in Figure 20, listing any reports available for this project. Figure 20 shows a portion of this alphabetical listing, and your specific list may vary slightly depending on if your System Administrator has created any new report templates that have been customised to be available to your organisation only.

Figure 21 - Report table

Figure 20 – Sub-project report tab

This listing is unable to be customised, but provides the name of the report and a more detailed description of what information this report is built for and how the report is grouped.

Once you click on a report’s name, the run report form will popup. These popup forms vary depending on the report being run.

 

Requirements icon Requirements

This tab shows an asset listing of all of the requirements on this sub-project, as shown in Figure 21. By default this requirements table will list some details for the requirements such as the reference, category, description, priority, weighting and current state. If you click on the link in the reference column, you will navigate into the selected requirement’s view page. From the Actions column of this requirements table, you can act on individual requirements by Edit iconediting, Delete icondeleting  or Move iconmoving the selected requirement or folder. requirements tab

Figure 21 – Sub-project requirements tab

Note that you can customise your table view by clicking the Edit iconedit button at the bottom of the table, where you may also be presented with the option to add more Add iconfolders and Add requirementrequirements manually, or you may CSV import iconimport multiple from a CSV file. Here, you can also export this list to Excel export iconExcel or CSV export iconCSV files.    

Risk map icon Risks

This tabbed view shows the risks table as seen in Figure 22, listing any risks that have been logged for this project. By default, you will be shown the risk’s context, reference, title, description, proximity, any workflow transitions that may be available and other details also captured in the screenshot below. The Actions column of this table provides accessible functions to act on a chosen role. These functions include Edit iconediting, escalate iconescalating, Delete icondeleting, Move iconmoving, or Copy iconcopying a chosen risk. You may also add an issues iconissue, Comment iconcomment or Attachments iconattachment to the selected risk via this column as well.

risk tab

Figure 22 – Sub-project risk table

Note that at the bottom of this table you can Add iconadd another risk to this project, or CSV import iconimport a number of risks from a CSV file, or customise your table view by clicking the Edit iconedit button to show or hide risk information, or export this risk list to Excel export iconExcel or CSV export iconCSV files. At the very bottom of this tabbed view you may decrease/increase the number of risks listed by selecting the hide/include risks for projects and sub-projects link.

Subproject icon Sub-projects

This tab shows an asset listing of all of the sub-projects that have been defined for this sub-project, as shown in Figure 26.  By default, this table will be ordered by RAG status and present you with a number of details about the sub-projects such as the RAG status and change, estimate information, open assets within the listed sub-project and it’s current state. If you click on the link below the name column you will navigate into the selected sub-project’s view page. From the Actions column of this sub-projects table, you can act on individual sub-projects by Edit iconediting, Delete icondeleting, Copy iconcopying or Move iconmoving  the selected sub-project, or add projectadding another sub-project to the chosen sub-project.

sub-projects tab

Figure 26 – Sub-project sub-projects tab

Note that you can customise your table view by clicking the Edit iconedit button at the bottom of the sub-project table or navigate to this same spot to Add iconadd more sub-projects to this sub-project. Here, you can also export this list to Excel export iconExcel or CSV export iconCSV files.  

Milestones icon Schedule

This tabbed view shows the tasks and milestones table as seen in Figure 27, listing any working task grouptask groups, Task map icontasks and Milestones iconmilestones that have been defined for this project. You will have a non-billable tasks group folder already in this listing, containing leave and public holidays. By default, this table includes the reference, title and description of the task, task group or milestone, important scheduling information, who the asset is allocated to, along with the available actions that can be taken on the listed asset and any tasks or milestones that have to be completed first. The Actions column of this table provides accessible functions to act on a chosen task group, task or milestone. These functions may include Edit iconediting, Delete icondeleting, Move iconmoving, adding a new Task group icontask sub-group, add tasktask or add milestone iconmilestone, link iconlinking a task group, task or milestone and adding Comment iconcomments or Attachments iconattachments. The specific actions that are available in this column will depend on the type of the chosen asset.

view programme tasks n milestones tab

Figure 27 – Sub-project tasks and milestones table

Note that at the bottom of this table you can add another Task group icontask group, add tasktask or add milestone iconmilestone,Edit iconedit the table columns to show or hide asset information, or export this information to Excel export iconExcel or CSV export iconCSV files.

At the very bottom of this tabbed view you are presented with a number of table information formatting options which will increase/decrease the information you’re presented with, as well as other options to import task group/WBS information, view the information  in a GANTT format or run a recalculation. From this other options subsection at the bottom of this tabbed view, you may also have access to Pass iconmass approve, Pass iconmass complete or mass archive tasks.

 

Test case icon Test cases

This tab shows an asset listing of all of the test cases that have been listed for this project, as shown in Figure 28. If you click on the link in the reference column, you will navigate into the selected test case’s view page. By default this test cases table will show some details of the listed test cases such as the reference, title, pre-conditions, description, requirement being tested, current state and the last result. From the Actions column of this test cases table, you can act on individual test cases by Edit iconediting, Delete icondeleting, Move iconmoving, copying or add test caseadding a sub-test case to the selected test case.test cases tab

Figure 28 – Sub-project test cases tab

At the bottom of the table you can add more foldersub-folders or add test casetest cases manually or CSV import iconimport multiple from a CSV file. Note that you can customise your table view by clicking the Edit iconedit button from here too, as well as being able to export this list to Excel export iconExcel or CSV export iconCSV files.

Test run icon Test runs

This tab shows an asset listing of all of the test runs that have been listed for this project, as shown in Figure 29. If you click on the link in the short name column, you will navigate into the selected test run’s view page. By default this test runs table will show some details of the listed test runs such as the short name, description, progress, passrate, context and status to name a few. From the Actions column of this test runs table, you can act on individual test runs by Edit iconediting, Delete icondeleting or Move iconmoving the selected test run. test runs tab

Figure 29 – Sub-project test runs tab

From the bottom of the table you can Add iconadd more test runs and customise your table view by clicking the Edit iconedit button. From here you may also be able to export this list to Excel export iconExcel or CSV export iconCSV files.

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