Using the Project Status Pane

You can get a sense of how your firm's projects are progressing using the Project Status pane. This pane displays a graphical overview of your firm's active Workstream projects. You can apply filters to limit the project information by project type or by template. You can also filter by office.

For more in-depth information, you also can drill down to view the list of projects at each status. From this drill-down view, you can open a project or route sheet. You can also update the status or file holder for the project.

Note: Internal and completed projects are excluded from the Project Status pane graphs.

To use the Project Status pane, first add it to your Dashboard. Then, select filters to determine which projects are included in the graph. To apply filters, do the following:

1. In the Filters section, select the filter types to apply. You can select:
   • Type or Template. Click the button that displays next to the first text box to select Type or Template. Then, click the list box to the right to select specific project types or templates to include. You can select multiple types or templates. After making your selections, click elsewhere on the screen to close the list.
   • Office. Select one or more offices from the Office(s) list. This filter can be applied at the same time as the Project Type or Project Template filter is applied. After making your selections, click elsewhere on the screen to close the list.
2. Click Apply.

Note: Only the top 15 statuses are displayed in the graph.

Once the filtered graph displays, you can do the following:

• View the total number and percentage of projects at each status. Hover your pointer over a wedge in the graph to display the status name and the percentage and number of projects at that status.
• Drill down to see a list of projects in a particular status. Click the status name or a wedge in the graph to view a list of projects in the selected status. From this list you can do the following:
  • Open a project route sheet.
    1. Locate the project in the list.
    2. Click.
    3. Select Open route sheet.
  • Open a project profile.
    1. Locate the project in the list.
    2. Click.
    3. Select Open project.

       Note: The project opens in read-only mode if you do not have Edit project permissions.

  • Update the status or file holder.
    1. Locate the project in the list.
    2. Click.
    3. Click Update status or file holder.
    4. If needed, select a new status.
    5. If needed, select a different file holder. You can select a specific staff member or a role on the project. You also can put the project back in the pool.
    6. Click Update Status.

  To return to the graph, click Click to go back to Project Status Graph at the top of the window.

  Note: You can only view information for clients that you have permission to access.

• Add or remove statuses from the graph. Clear the check box for a status to remove it from the graph. Select a check box for a status to add it to the graph.