One of your ideas has been delivered from your suggestion.Projects Portal - Project 360 Tab

Project 360 serves as a centralized hub that brings together key information about a specific project. It enables you to review project status, actions, cost and scheduling insights, project hierarchy, and ongoing work. The tab includes the following zones:

  • Project: This zone displays essential project details, such as the description, project manager, status, budget, and start and end dates. It also shows a list of attachments related to the project. If any project activities are accessible in the Map Viewer, a View in Map button is available.
  • Hierarchy:  This zone shows a tree structure representing the hierarchy of the current project. The view automatically includes all levels from the top-level project down to the current project. If there are 50 or fewer child projects, they appear automatically; additional projects in the hierarchy can be viewed by manually expanding each project.
  • Cost and Scheduling: This zone presents a graphical view comparing actual costs for the current project and its sub-projects to the project’s budget. It also features a second graph illustrating the project’s duration, including start and end dates, and how these dates compare to the estimated completion date.
  • Cost by Category: This zone provides a breakdown of both estimated and actual costs for the current project and its sub-projects, organized by cost category.
  • Reference Summary: This zone displays a graph showing the number of objects referencing the current project and its sub-projects. References are grouped into three categories (Initial, Active, and Final) based on their business object lifecycle stages.  Reference Objects include:
    • Activities (Work Activities and Construction Work Activities)
    • Other Direct Charges
    • Permits
    • Purchase Orders
    • Purchase Requisitions
    • Timesheets
    • Work Designs
    • Work Orders (including Construction Work Orders)
  • Reference Details: This zone lists the specific objects that reference the current project and its sub-projects. Up to eight records are shown at a time, with pagination available to view additional records.

The Project 360 tab is the default tab for a project once it is selected. However, administrators can override this configuration and set the Main tab as the default instead. This override can be configured system-wide or at the individual user level. When determining which tab to display by default, the system first checks for a user-specific override, and if none is found, it then checks the system-wide override.

This provides a comprehensive overview of project information, enabling you to quickly assess the current project status, make timely decisions, and manage your projects more efficiently.

Steps to Enable

To enable this feature, refer to the Project 360 Configuration section of the Administrative User Guide for more information.