Dashboard

The dashboard shows when you log in and whenever you click Home. If you have a casual license, this page shows a message when you near your maximum hours for the month. The dashboard lists detailed information about recent document changes, collections, and apps. The charts provide visual data about pending issues and tasks that the user is responsible for.

You can refine the list of objects by filtering types of information and by selecting data that appears in the right-hand panel in the charts.

To access this page:

  • Click Home or click > Home in the top bar.
  • From the Collaboration and Approvals navigation pane, click Dashboard.

If you want a different default home page, see Web App Preferences.

Click Refinements to filter the list.

To conserve space, some dashboard page tabs contain a subset of the available information. To view all of the columns, click New Window to open that tab in a separate window.

Click any tab to use that page. For help on the tab, click Help on the top toolbar, or click > Help within the tab.

This topic describes:

This page discusses:

Tabs

Tab Name Description
New Docs The latest 100 documents that you own that were created within the past 10 days.

The tab only lists Document objects; it does not list other types of documents such as Specifications.

On premises only: Your Business Administrator can change this tab to show all documents that you have access to.
Changed Docs The latest 100 documents that you own that were modified for the past 10 days.

The tab only lists Document objects; it does not list other types of documents such as Specifications.

On premises only: Your Business Administrator can change this tab to show all documents that you have access to.
My Recent Docs The latest 100 documents that you created or modified and that you own.

The tab only lists Document objects; it does not list other types of documents such as Specifications.
My Trainings You only see this tab if Quality-based Document Control is installed.

Lists all documents where you have been assigned for training.

Collections Collections can include any type of object. For example, a collection could be created to group parts and documents related to a particular project.
Projects You only see this tab if Project Management is installed.

Lists the projects you have access to.

Change Menu

Action Description For More Information
Change > Change Request > Add To Existing Adds the selected objects to an existing change request.
Change > Change Request > Add To New Creates a new change request and adds the selected objects to it. Change Management User's Guide: Creating a Change Request
Change > Change Order > Add To Existing Adds the selected objects to an existing change order.
Change > Change Order > Add To New Creates a new change order and adds the selected objects to it. Change Management User's Guide: Creating a Change Order
Change > Change Action > Add To Existing Adds the selected objects to an existing change action.
Change > Change Action > Add To New Creates a new change action and adds the selected objects to it. Change Management User's Guide: Creating a Change Action
Change > Mass Release Creates a mass change order to release all of the selected objects.

The selected objects must be in a state prior to "Release" and cannot be connected to an incomplete change action. The Create Change Order page opens where you can create a change order to govern the mass change. You must use the "Fast track Change" policy.

Change Management User's Guide: Releasing Multiple Objects with Mass Change
Change > Mass Obsolete Creates a mass change order to make all of the selected objects obsolete.

The selected objects must be in the "Release" state and cannot be connected to an incomplete change action. The Create Change Order page opens where you can create a change order to govern the mass change. You must use the "Fast track Change" policy.

Change Management User's Guide: Making Multiple Objects Obsolete with Mass Change

Columns

The columns in this page vary depending on the object the documents connect to.

Column Name Description
Name You can click the name to view the properties for the document and the files checked into it. See Collaboration and Approvals User's Guide: File List for a Non-versioning Document.
(Route) If the icon shows in the row, the document is included in an active route. See Collaboration and Approvals User's Guide: Working with Routes.
Title The title of the content item.
Actions The actions you can perform on the listed content.

Icon Name Action

Subscriptions

View and select subscriptions for a document. See Collaboration and Approvals User's Guide: Subscription Events for Documents and Document Sheets.



Download

Download the files in the Document to your local machine. Browse to the directory or folder you want to contain the file.

When the document contains multiple files they are downloaded in a single zip file.



Check Out

Check out the files in the Document to your local machine and lock the files from other users who cannot unlock it. Navigate to the folder or directory you want to contain the file.

When the document contains multiple files they are downloaded in a single zip file.



Upload

Add a new file. See either Collaboration and Approvals User's Guide: Uploading Files.

Check In

Check in a new version of a checked out file. See Collaboration and Approvals User's Guide: Uploading Files.

Lock

Lock the file without checking it out.

Unlock

Unlock the file without checking in a new version.

Open in new window You can click to view the Properties page for the document in a separate window.
Locked Files Number of files locked/number of files checked into this document. For example, 2/4 indicates 2 files of the 4 files checked into this object are locked.
Rev The revision ID. See Collaboration and Approvals User's Guide: Document Revisions Page.
Ver The version ID for a file, or an icon indicating multiple files. See Collaboration and Approvals User's Guide: File Versions Page.
(Subscribe) Click to subscribe to all events for the Document. Use in the Actions column if you want to choose which events to subscribe to.
Type The content type.
Modified Date modified.
State The current state of the content
Deliverable The number of documents assigned to a task as a deliverable.
Description A description of the content.
Originator The creator of the content.
Originated Date the content was created.

Charts

The charts on the right side of the page display information about in-process items. To use the charts, you can:

  • Click Hide Panel or Restore Default View to hide or show the panel.
  • Click a heading to show or hide the chart.
  • Hover over parts of a chart to view details about that item.
  • Click a counter, date period, or data in a chart to update the list to only show items matching that counter or attribute.

The following types of charts appear in the dashboard:

Chart Description
Assigned Items The number of items that require your action. This chart includes these items.

You only see a chart if you have any of those items assigned to you; a chart does not display for a quantity of 0.

Items Description
Locked Documents The number of documents that you have locked.
Project Tasks The number of leaf tasks assigned to you that are in the Assign, Active, or Review states.

The number does not include any phases, gates, or milestones.

You only see Project Tasks if you use an app that uses projects.

Issues The number of uncompleted issues assigned to you.
Changes The number of EC items assigned to you that are not complete or closed.
Assigned Tasks The number of inbox tasks assigned to you that are not complete. The number does not include assigned tasks from stopped routes.

Updates of Documents Over Time The number of new and modified documents for the current week and month.

If a document is created and modified on the same date, it is only included in the count of new (not modified) documents. If the document is modified on a date other than the creation date, it is included in the count of modified documents for the week and month. The count uses the date without considering the time of day.

Planned Issues Timeline In-process issues assigned to you shown on a timeline.
Assigned Changes Pending Engineering changes assigned to you charted by status and severity.
Due Tasks Timeline Route tasks assigned to you, indicating status (late, on-time, or not due). Click an item in the cart to open the route properties page.
The following charts only display if Project Management is installed:
My Pending Tasks by Project The number of project tasks assigned to you that are pending per project.
Percent Complete The percent complete values for project tasks assigned to you. Tasks in review appear in orange.
My Pending Tasks By Date Your project tasks shown on a timeline. The different colors indicate the status of a task.