To help you keep track of the information that is most useful to you, you can customize the information that is displayed in the Project Summary window. Each part of the summary page is called a block. The data shown in a block can be in table form, a bar graph, or a pie chart. The summary page displays blocks on the right or the left.
You can add, edit, view, or delete summary reports as described below. You can customize how the summary report data is arranged in the Project Summary window, including displaying it on the left or right column, arranging the order of the display, and displaying the information as a table, bar chart, or pie chart.
The data that is displayed in this view is generated from summary-type, user-defined reports. Each block represents one report.
Note: Unifier displays the Tasks, Notifications, and Drafts nodes, in the respective Company Workspace and Project/Shell, based on the deployment of your user mode navigators.
Available project-level standard reports
Name | Drill down to | Default |
|---|---|---|
<BP Name> Count by Status | BP Log |
|
<BP Name>% by Status | BP Log |
|
<BP Name> Count by Company | BP Log |
|
<BP Name>% by Company | BP Log |
|
<BP Name> Count by User | BP Log |
|
<BP Name>% by Creator User | BP Log |
|
<BP Name> - Tasks by User | Project > Tasks |
|
<BP Name> - Tasks All Users | Project > Tasks |
|
Record Count per BP (for current user) | BP Log based on which BP link was clicked | Yes |
Record% per BP | BP Log based on which BP link was clicked |
|
All Users (by company) | Project > Project Information > Project Directory |
|
Logged in Users (by company) | Project > Project Information > Project Directory | Yes |
Current User Task Count | Project > Tasks | Yes |
All User Task Count | No drill down |
|
Total Documents | Drill down to Document Manager | Yes |
To add reports to the user view
- Create summary-type reports that include the information that you want to display in the summary. For details about user-defined data types refer to Unifier General User Guide.
- Open a project and click Summary in the Navigator. The Summary window opens.
- Click the View menu and choose User.
The initial reports included in the summary are displayed in table format. You have the option to modify how these reports display, remove them from the summary view, or add other summary reports.
- From the Edit menu, choose one of the following:
- Left Column: To add information to the left side of the window
- Right Column: To add information to the right side of the window
The Left Column Blocks or Right Column Blocks window opens.
- Do one of the following:
- To add a user-defined summary report, click Add Custom. The Custom Summary Block window opens. Complete the window and click OK.
- To add a pre-configured, standard data-type report, click Add Standard. The Standard Summary Block window opens. Complete the window and click OK.
- Use the information in the first table below to complete the fields in the Add Custom window.
- Use the information in the second table below to complete the fields in the Add Standard window.
- Click Close. The Project Summary - User View window will update to include the new report.
In this field | Do this |
|---|---|
Report Name | Click the Select button. The User-Defined Reports window opens, listing the available summary reports. Select a report from the list, and click the Open button. (If the list is long, you may click the Find button and enter search criteria to help locate a specific report.) Note: Note: Reports that are already used in the summary page are shown with a check mark. You can use a report more than once. For example, you might want to include the same report in both table and pie chart formats. |
Description | This is populated automatically with the report description, if one exists. |
Block Title | This will appear over the data on the summary page. By default, the field will show the report name, but is editable. |
Display Type | Choose to show the data as a bar chart, pie chart, or table format. |
Show Result | Choose one of the following:
|
Show Total | Select this checkbox if you want to display the total value of the data. This will vary, depending on what data is used in the report. For example, it may include the total number of records, total currency amount, etc. |
In this field | Do this | |
|---|---|---|
Report Name | This field will auto-populate with the selection from the Report On field. | |
Data Type | Choose a standard data type to add to the summary. Choices include: | |
| Business Process Document Management | Active Task Information Users List of project business processes |
Report On | The selection list is dependent on what is chosen from Data Type. Choose from the selection list. The Report Name field will auto-populate with the standard report. | |
Block Title | This will appear over the data on the summary page. By default, the field will show the report name, but is editable. | |
Display Type | Choose to show the data as a bar chart, pie chart, or table format. | |
Show Result | Choose one of the following:
| |
Show Total | Select this checkbox if you want to display the total value of the data. This will vary, depending on what data is used in the report. For example, it may include the total number of records, total currency amount, etc. | |
To move or delete blocks on the Project Summary - User View
- Open the Project Summary - User View.
- From the Edit menu, choose one of the following:
- Left Column: To add information to the left side of the window
- Right Column: To add information to the right side of the window
The Blocks window opens. Blocks are listed in the order in which they appear on the page.
- To move a block, select it and click Move Up or Move Down.
- To delete a block, select it and click Delete.
To change the display type, title, or other block property
Select the block and click Open. Make changes as necessary and click OK.