Working with PMO Dashboard

This topic is related to the following sections:

• PMO Dashboard

• PMO Dashboard Metric Calculations

• Execute Metric Calculations

About PMO Dashboard

View the following page by navigating to Monitor > PMO Dashboard from the Syniti Migrate Homepage.

Project metrics are used to track progress so the team can see open work as well as percentage of completion. Examples of metrics include Conversion Readiness, Build Status, and Cleansing Status. This section is a READ ONLY set of pages. All configuration settings and metric setup are performed in Administer > Advanced > Metrics Configuration.

The PMO Dashboard is interactive and contains many links that provides the user ability to deep dive into the details of a Release, a Milestone, a Subject Area, or a Conversion Object.

Note

Central Wave or Central Relevancy Subject Areas and Datasets are not relevant for PMO Dashboard Metric calculations when the user roles are Dataset Designer or Mapper. These objects for Central Wave will only be part of the metrics calculations for the Migration team roles such as Developer or Project Manager.

PMO Dashboard level

Initially, the user must select from a drop down list the Release and then save that entry to build out the dashboard. If there is only one Release, it defaults as the value.

Note

Should the user want to change from one Release to another, they can click on the Release Name in the breadcrumb pathway at the top left of the page to open the link to select from the drop down a new Release.

The PMO Dashboard provides a timeline of Milestones for the selected Release that are identified and set with start and end dates within pathway - Migrate > Project Setup. Notice the Project, Release, Milestones and Subject Areas of the Project Setup page are all displayed within the PMO Dashboard. Only the active objects are relevant to the metrics calculations and display.

Notifications are listed below the Release timeline for Milestones. The Notifications provide an indicator of status of the metric. The links attached to these Notifications display the dashboard relevant for that metric.

Note

Vertical scrolling displays the remaining Notifications and allows the user to open and view ALL Notifications for this PMO Dashboard.

View of the Notification where there is work in progress.

Click a Milestone block to filter the Notifications to the selected Milestone. A Conversion Readiness block displays along with the Notifications for this highlighted Milestone.

PMO Dashboard: Milestone specific details

Note

The details below are for the Milestone level (Mock 1) of this Project, however, the user may select to view as the Subject Area level or at the Dataset level each of the metric sections (Conversion Readiness, Build Status, or Cleansing Status).

Milestone Dashboard level

Click the Milestone Conversion Readiness block to view that Milestone's Dashboard as shown below. In this situation, the Milestone is M1. There is one Subject Area within that Milestone, and there is one Dataset active. This dashboard displays metrics at the Milestone level. The Conversion Readiness, Build Status, and Cleansing Status are all rolled up from the Subject Area/Datasets.

To provide additional notes and information for each of the Milestone metric sections, there are Comment Icons. If a comment is added, the Comment Icon will display as filled . Refer to section Maintaining Comments for the Milestone for details.

Conversion Readiness

Click Conversion Readiness block again to view metric details for the Milestone's Conversion Readiness. In the lower portion of this block, the Conversion Readiness metric is split into the individual metric sections. This is a view of the Milestone Conversion Readiness metric details.

Build Status

Click the block for Build Status metrics to provide the Build Status metric details in the lower half of the block as shown below. In this case, the Design, Build, and Construct metric details are provided.

Note

The user may also click on the VIEW DATA icon to switch from graphical data to spreadsheet data and back (VIEW GRAPHS). Notice the links attached to various cell values such as Relevancy, Mapping %, Status: Construct %.

Click any of the links that are attached to column values to display that Metric set of details. In this example, a click on Metric for Mapping % displays the details for this metric value.

Click on the X in upper left corner to return to Milestone Dashboard.

Cleansing Status

A click on the block for Cleansing Status metrics provides the Cleansing Status metric details in the lower half of the block as shown below.

Maintaining Comments for the Milestone

Each of the three metric sections of a Milestone provide for storing Comments that detail the section. If the section contains comments the Comment Icon changes from empty to filled as shown in the examples below. Hover the cursor over each comment icon to determine the comment content. Comments may be added by a click on the Comment Icon which then displays the section title and the list of comments added.

Add a New Milestone Comment

To add a new comment to a section, click on the Comment Icon and then click Add icon to open the Add Comment window.

Once required fields are filled, the comment may be saved successfully.

The Add Comment window displays the following fields:

Once saved, the message will display in a list of messages for that metric section.

Milestone Comments History

Click the Comments icon in the header bar to provide a window that displays the history of all comments for this Milestone. Since these Comments may be longer than the column visible, the user may hover on the row of comments to view the entire thread.

The Comments History window displays the following fields: