# Today (Dashboard)

This screen allows user to have a global view of its projects and tasks.

Sections

- Messages
- Start guide
- Projects
- Tasks
- Extending

Note

User parameter “First page”

- This parameter defines the screen that will be displayed first on each connection.
- By default, this screen is selected.

## Messages

Messages

- Messages are displayed depends on some criteria.
- Every message is component by title and message .
- Messages are defined in Messages screen.

Automatic refresh

- Allows to refresh data according defined delay.
- Also the screen will be scrolling from top to bottom according defined delay.
- Click on to enable/disable automatic refresh.

Print

- Click on to print Today screen.

Parameters

- Click on to access screen parameters.

> Period for task selection

> - Allows to define the period for tasks will be displayed.

>   Field: Due date

>   - Select only items with due date less than today plus this selected period.

>   Field: Or not set

>   - Select also items with due date not set.

> Refresh parameters

> - Allows to define parameters for automatic refresh.

>   Field: Refresh delay

>   - Selects the delay between two screen refresh.

>   Field: Scroll delay

>   - Selects the delay between two scrolling.

> Items to be displayed

> - Allows to define sections displayed on the screen.
> - Allows to reorder sections displayed with drag & drop feature.
> - Using the selector area button icon drag .

Note

- If you have added any reports to the Today page, they will appear in the list.
- You can then hide or delete any added reports.

## Start guide

- Start page for new installations to assist the administrator in the first configuration steps.
- A progress display allows to determine the percent of complete installation.
- You can hide this section on startup, just unchecked.
  - This section will not be displayed anymore.
  - To show it again, select it as the start page in Users parameters screen.

## Projects

A quick overview of projects status.

The projects list is limited to the project visibility scope of the connected user.

1 - Scope of the numbers counted

- Checkboxes allow to filter displayed projects:
  - To do: Projects to do.
  - Not closed : Projects to do and done.
  - All : Projects to do, done and closed.

Projects name

- Click on the name of a project will directly move to it.

Manuel indicators

- Manuel indicator can be set on project.
- Trend and health status indicators are displayed.

> 2 - Icon: Trend

> - This icon allows to display the trend of the project.

> 3 - Icon: Health status

> - This icon allows to display the health status of the project.

Progress

- Calculated progress and overall progress are displayed.

> 4 - Calculated progress

> - Actual progress of the work of project.

> Note

> On mouse over the bar

> - On each project shows part of “to do” (red) compared to “done and closed” (green).

> 5 - Overall progress

> - Additional progress manually selected for the project.

6 - Other measure of progress

- Left: Left work for the project.
- Margin: Work margin.
- End date: Planified end date of the project.
- Late: Number of late days in project.

7 - Numbers of elements concerned to project

- Numbers of elements concerned to a project are displayed.

> Note

> On mouse over the bar

> - On each element shows part of “to do” (red) compared to “done and closed” (green).

## Tasks

Here are listed, as a “To do list” all the items for which the connected user is either “assigned to”, “responsible of” or “issuer or requestor of”.

Click on an item will directly move to it.

Note

Parameter: Max items to display

- Number of items listed here are limited to a value defined in Global parameters.

Field | Description
--- | ---
id | Unique Id for the item.
Project | The project concerned by the item.
Type | Type of item.
Name | Name of the item.
Due date | Planned end date or due date.
Status | Actual status of the item.
Issuer | Flag on indicate the user is the issuer for the item.
Resp. | Flag on indicate the user is the responsible for the item.

Column: Id

- Id column displayed unique Id and specific icon for the item.

## Extending

You can select any report to be displayed on the Today screen.

Add selected report

- To do this, just go to the selected report, select parameters and display result (to check it is what you wish on today screen).
- Click on to insert this report with parameter on the Today screen.
- Any unchanged parameter will be set as default value.
- These reports will be displayed on Today screen like other pre-defined parts.

Report selection

Manage extending section

- Click on to access screen parameters.
- You can reorder like any other parts.
- Click on to completely remove them from the list.

Dialog box - Today parameters with extending parts