Project Status Summary (PSS)

Use Project Status Summaries to produce easy-to-read project status pages which summarize important project progress data. The project status summary is customizable, and can be populated with information critical to your company internally or your customers externally.

Enabling Project Status Summaries

To enable Project Status Summaries, contact OpenAir Customer Support and ask them to enable the Project Status Summaries feature. Once this feature has been enabled for your account, you will need to assign View or Edit permissions to your roles. The available role settings are:

• View Project status page

• View and modify Project status page

Opening Project Status Summaries

There are three ways to navigate to the PSS:

• Point to any element which opens a project QuickView and click Status summary.

• In any project QuickView, click the icon in the upper right corner.

• Go to Projects > Projects and select a project. In the Project Dashboard, click the icon next to the project name.

Using Project Status Summaries

Each Project Status report can contain a header with basic information about the project. The default project header can be modified or deleted.

Below the header, you can add a series of customizable portlets which show information on tasks, task assignments, bookings, and other project- and task-related information.

The PSS can display project status messages which are entered in a text box in HTML within the project properties form.

Editing Project Status Summary Layouts

To edit the Project Status Summary layout:

1. Click the Options icon and click Edit.

   • To add a new portlet, click the Add new portlet icon and select the type of portlet to add. Enter a Label and Description for the portlet. You can also select if the portlet is visible in Customer View.

     If the portlet is a dynamic portlet, you can select up to three fields to sort individual portlet cards by. Drag the fields to change their order, or click the Remove icon to remove the field from the portlet. Click the Ascending order or Descending order icon to set the sorting order.

     Tip:

     We highly recommend ordering the content of dynamic portlets; without a set order, portlet cards are ordered randomly.

     Click Apply to add the portlet to the Project Status Summary.

     Note:

     Some portlets require that you have the correct account settings or roles before they can be added to a Project Status Summary. If you are unable to add a desired portlet to your Project Status Summary, confirm with OpenAir Customer Support that you have all of the required features or roles to add the portlet. For example, to add the “Bookings” and “Task Assignments” portlets, the “Enable approvals for Bookings” and “Enable Task Assignment Lists” features must be set for your account by OpenAir Customer Support.

   • To add a field to a portlet, click the Add item icon within the portlet and select the field to add. Enter a title for the field, or leave it blank to use the default title. Select an optional footnote for the field (footnotes can contain information from a data source or custom text which you enter yourself). You can also select if the field is visible in Customer View, and limit the field to particular roles. Click Apply to add the field to the portlet.

   • To put an item in a portlet card header in a dynamic portlet card, drag the item from the card body to the card header.

     Note:

     You can place multiple fields in a portlet card header.

   • To move a portlet, drag it to a new location in the Project Status Summary.

   • To edit an existing portlet, click the Edit portlet icon at the top of the portlet.

   • To make a portlet visible or to hide a portlet in Customer View, click the Hidden or Visible icon at the top of the portlet. Alternatively, click the Edit portlet icon and select or clear the Visible in Customer View option.

   • To delete a portlet, click the Delete this portlet icon.

   • To add filters to a portlet, click the Define how cards are filtered icon. Click the Add Condition button to create conditions to filter by. Click Apply to apply the filter.

     Tip:

     We highly recommend using filters in dynamic portlets to get the most targeted data.

     Filters support relative and rolling date filters.

     The available operands are:

     Today	Yesterday	Tomorrow	Last week	This week
     Next week	Last bi-week	This bi-week	Next bi-week	Last month
     This month	Next month	Last semi-month	This semi-month	Next semi-month
     Last quarter	This quarter	Next quarter	Last year	This year
     Next year

     A green filter icon indicates if filters are active in a portlet in View mode. You can also point to the filter icon to see if filters are active.

     

2. Click Save to save your Project Status Summary layout.

3. Click the Options icon and click Exit editing mode or click the Close icon to close the Project Status Summary.

Printing Project Status Summaries

To print a Project Status Summary:

1. Click the Options icon and click Print.

2. Set your printer settings and click Print.