Project Dashboard

Project Dashboard

Overview

OneEnterprise provides a powerful project management tool that empowers you to plan and organize your projects with ease. With OneEnterprise, you can easily assign tasks to team members, track their progress, and monitor the overall project progress. The platform is equipped with features that enable efficient project management and the timely completion of tasks. Whether you're working on a short-term or long-term project, OneEnterprise has got you covered with its intuitive and user-friendly interface.
In this section, you will find a comprehensive introduction to the project module. With this module, you can initiate a new project and invite team members to collaborate on it. This feature can be incredibly useful in streamlining project management and ensuring all members are on the same page.

Navigate to the Project Module

Navigation: Home > Projects
  1. Click on the Projects menu, as shown on the screen. It will navigate you to the Projects screen.

Projects List

Upon accessing the home screen, users will observe a comprehensive list of all ongoing projects. Each project is presented on a card that displays essential details, including the project name, status, and any associated errors. This layout facilitates the rapid identification of projects requiring attention and enables effective management.

Project Card

The card provides you with an overview of your Project. You can view the following information on the card:
  1. The Project card is designed to provide you with a clear view of your project's status and options.
  2. On the top right corner of the card, you can find a menu icon that provides access to a range of options, including edit, favorite, lock, delete, and more. 
  3. The upper left corner of the tile may display a Warning or Alert icon. If your system is not functioning properly, no warning or alert icon will be visible. Warning and alert indicators are displayed solely when issues or problems are detected within your system. By clicking on the error chip, detailed error information will appear in a pop-up, allowing you to identify the specific part of the project affected, such as design, setup, or runtime.
  4. A default project logo will be displayed if the logo has not yet been configured. 
  5. The project name will be displayed below the project logo.
  6. A brief description of the project will also be displayed on the card.
  7. At the bottom of the card, you can view your Entities and Members' details:
    1. Entities: 
      1. This section indicates the number of systems associated with your project. If no systems have been added, it will display '0'.
      2. Upon clicking the section, you will be directed to the project network screen.
    2. Members: 
      1. This section shows the number of members associated with your project. If you have not assigned any members to your project, it will display '0'.
      2. Upon clicking the section, you will be directed to the 'Team Members' screen.
  8. To obtain a comprehensive overview of the project, click anywhere on the project card. Upon doing so, you will be redirected to the detailed project screen, which offers an exhaustive analysis of the project.

To access the menu, look for the icon in the top-right corner of the card. Once you hover your mouse over the icon, the menu will expand and display several options. Simply click on the option you wish to select. The menu includes the following options:
  1. Favorite: This feature allows users to mark cards as favorites by clicking the Start icon. This provides quicker access to the most important card. Your favorite card will appear first in alphabetical order, followed by the other cards, which are also arranged alphabetically.
  2. Lock: The "lock" feature allows you to assign a project for personal use.
  3. Invite Team Member: With this option, you can easily invite any team member to join your project. This promotes collaboration and keeps everyone informed and aligned.
  4. Edit: The edit icon allows you to edit the corresponding project details.
  5. Delete: Provided you possess the requisite permissions, you are authorized to utilize the Delete option to remove the project. However, in the absence of such permissions, this option will be disabled for your account. This feature is implemented to ensure that only authorized personnel can delete projects from the system.

Action Area

The action area is a section of the screen, usually located in the top right corner, containing buttons with specific functions related to your screen. These buttons typically allow you to save, delete, edit, or share information. The exact buttons you see in the action area may change depending on what screen you're currently using.

Breadcrumb
The breadcrumb illustrates the navigation hierarchy of the project module. To return to the preceding screen, utilize the breadcrumb. Click on any segment of the breadcrumb to navigate back. 

Help
This feature facilitates the display of help content relevant to the current screen. It is designed to provide you with pertinent and informative assistance in navigating the interface.
The Help tab will provide you with the following articles:
  1. Screen Help: This article provides you with help related to the current screen you're on.
  2. Related Articles: These articles provide you with more information about the action items or additional details related to the current screen. 
  3. Knowledge Articles: These are a collection of articles from the knowledge base that provide in-depth details for those who want to read more about the module.


Add
The 'Add' button allows you to create a new project from the dashboard. When clicked, it starts a project wizard, and once you finish, the new project appears on the dashboard.

A search feature is available in the action area of the screen. You can find a specific project by its name if you have multiple projects. To locate a project, type its name into the search bar. Results appear immediately as you type.

Filter

  1. A filter option is available in the action area of the screen. 
  2. If you have multiple projects, you can easily search for a specific system, status, or team member.
  3. Click on the Filter icon.

  1. The project filter provides a range of filters that you can use to refine your search:
    1. Entity field:
      1. You search for the project using the system name. 
      2. As you start typing the system's name in the field, matching system names will be displayed. 
      3. Select the desired system from the list, and it will appear as a chip in the field. 
      4. You can add multiple systems to the field. 
      5. To remove a selected system, simply click the 'X' icon on the system chip.
    2. Team Member field:
      1. When you enter information in the 'Team Member' field, the system will display a list of matching names as you begin typing. 
      2. You can select one or more team members from this list, and their names will appear as chips in the field. 
      3. If you make a mistake or change your mind later, you can remove a team member by clicking the 'X' icon.
    3. Show Results button: 
      1. After selecting the values in the filter fields, click on the Show Result button. The set filter will be applied, and the results will be displayed on the screen.
    4. Reset button: 
      1. To reset the filters, click on the Reset button. However, the result will stay on the screen from the previous result.
      2. To clear the search, click on the Reset button, and then click the Show Result button. 
      3. All filter results will be removed, and the screen data will be reset to its default state.

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