Project Exceptions

Owned by Aaron Sakievich (Unlicensed)
Last updated: Feb 18, 2021
3 min read

Overview

To streamline project management, we've created a new Project Exceptions Dashboard that gives Project Managers quick-and-easy access to the critical "exceptions" that need review and/or action. With the Project Exceptions Dashboard, you can see critical information about Documents, Targets, and Phases that are: 

  • Past Due 

  • Due Within (Specified number of hours) 

  • Missing Due Dates 

  • Unassigned 

  • Added In The Past (Specified number of hours) 

  • Updated In The Past (Specified number of hours) 

Within the Project Exceptions Dashboard, you can see a visual representation of the Workflow and the Target's progress through the workflow. Additionally, once you've filtered the exceptions by project, you can take bulk actions to manage the exceptions and make sure everything you're responsible for managing is flowing smoothly. 

The rows in the Project Exceptions Dashboard are organized by Target. So, you will notice that there are many duplicates in the Document column.

Permissions

Vendor Project Managers and above can see the Exceptions Dashboard. However, exceptions are filtered for Vendor Project Managers to ensure that users only see exceptions that are relevant to their organization. The following outlines when you will see exceptions at each level (document, target, phase).

Past Due

  • Late Document - view all active targets where your organization is assigned to at least one phase.

  • One or more late targets - view affected targets where your organization is assigned to at least one phase.

  • One or more late phases - view affected targets where your organization is assigned to at least one affected phase they are assigned to.

Due within Total

  • Document - view all active targets where your organization is assigned to at least one phase.

  • One or more targets - view affected targets where your organization is assigned to at least one phase.

  • One or more phases - view active targets where your organization is assigned to at least one affected phase they are assigned to.

Missing Due Date

  • Document - view all active targets where your organization is assigned to at least one phase.

  • One or more targets - view affected targets where your organization is assigned to at least one phase.

  • One or more phases - view active targets where your organization is assigned to at least one affected phase they are assigned to.

Unassigned Total

  • One or more phases - view affected targets where your organization is assigned to at least one affected phase missing assignments.

Added in the past x hours

  • Only view targets that your organization is assigned to at least one phase

Updated in the past x hours

  • Only view targets that your organization is assigned to at least one phase

Progress column

The progress column has a visual representation of each target's workflow. It includes status colors that indicate the status of each phase. Each status has its own unique color. Hovering over the tile will give you additional information about the phase and phase status.