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  • Overview
  • How to proceed?
  • Displaying a Dashboard tab
  • Configuring the data displayed by the Dashboard
  • Adding/Hiding widgets
  • Move and resizing widgets
  • The available types of widgets
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Stored procedures
Overview
The Project Monitoring Center groups various information about the projects in a dashboard.
This dashboard contains several widgets allowing you to follow the evolution, the tasks, the incidents, the corrections of one or more projects.
Each contributor can customize his dashboard according to his objectives.
How to proceed?

Displaying a Dashboard tab

If the dashboard is not displayed in the Project Monitoring Center, all you have to do is create a new Dashboard tab:
  1. Click the "+" button found on the right of existing tabs.
  2. Select the type of tab to create: "Dashboard".
  3. The "Dashboard" tab is displayed.
Note: You have the ability to create several tabs of the same type but displaying different data.
The dashboard contains widgets by default. You have the ability to add or delete widgets, to move or resize widgets.

Configuring the data displayed by the Dashboard

By default, the dashboard widgets display the data selected by the filter options found in the tab ribbon. You have the ability to select:
  • the list of requirements.
  • the batch of incidents.
  • the spool.
The ribbon can also be used to define the dashboard vision:
  • Main vision: In this mode:
    • all the requirements found in the selected list of requirements are taken into account.
    • all the unfixed incidents found in the selected list of requirements are taken into account
    • the task progress corresponds to the progress of development tasks.
  • Development vision: In this mode:
    • all the development requirements found in the selected list of requirements are taken into account.
    • all the unfixed incidents found in the selected list of requirements are taken into account
  • Test vision: In this mode:
    • all the test requirements found in the selected list of requirements are taken into account.
    • all the incidents created in the selected list of requirements are taken into account
  • Documentation vision: In this mode:
    • all the documentation requirements found in the selected list of requirements are taken into account.
    • all the unfixed incidents found in the selected list of requirements are taken into account
    • the task progress corresponds to the progress of documentation tasks.
Note: By default, the widgets display the data corresponding to the filters specified in the ribbon. However, each widget can display specific information. All you have to do is expand the arrow found on the right of the widget and select "Select...".

Adding/Hiding widgets

To add widgets:
  1. Display the popup menu of the dashboard (right mouse click in an area not corresponding to a widget).
  2. Select "Add a widget". The list of available widgets is displayed in the popup menu.
  3. Select the requested widget.
To hide widgets:
  1. Switch the dashboard to "Edit" mode:
    • In the "Display" group of ribbon, click "Edit mode".
    • Display the popup menu of the dashboard (right mouse click in an area not corresponding to a widget) and select "Edit mode".
  2. The different widgets switch to edit mode.
  3. Display the popup menu of widget to delete/hide.
  4. Select "Hide the widget".
  5. When the requested widgets are hidden, all you have to do is exit from the "Edit" mode:
    • In the "Display" group of ribbon, click "Edit mode".
    • Display the popup menu of the dashboard (right mouse click in an area not corresponding to a widget) and select "Exit from the edit mode".

Move and resizing widgets

To move and resize widgets:
  1. Switch the dashboard to "Edit" mode:
    • In the "Display" group of ribbon, click "Edit mode".
    • Display the popup menu of the dashboard (right mouse click in an area not corresponding to a widget) and select "Edit mode".
  2. The different widgets switch to edit mode. You have the ability to select them, move them, resize them.
  3. When the modifications are performed, all you have to do is exit from the "Edit" mode:
    • In the "Display" group of ribbon, click "Edit mode".
    • Display the popup menu of the dashboard (right mouse click in an area not corresponding to a widget) and select "Exit from the edit mode".

The available types of widgets

The available types of widgets are as follows:
  • Contributor widget. Displays the characteristics of the current contributor: name, photo, occupation, email.
    A click on the photo allows you to access the full form of the contributor.
    The drop-down menu of widget is used to change contributor.
    This widget is displayed by default and it cannot be hidden.
  • Progress widget. Displays the percentage of progress of the development tasks for the current contributor.
    A click on the progress bar is used to display the associated list of requirements: a new Requirements tab is displayed.
    The drop-down menu of the widget is used to select a list of requirements different from the global filter.
    This widget is displayed by default and it cannot be hidden.
  • Incidents widget. Displays the number of incidents corresponding to the specified list of requirements.
    A click on the number of incidents opens a new Incidents tab used to list the affected incidents.
    The drop-down menu of this widget allows you to use the global filter, to use a specific batch of incidents or to delete the filter.
    The popup menu of this widget (right mouse click) allows you to hide it.
  • Distribution of Incidents widget. Displays the distribution of incidents per contributor. In "Test" vision, displays the distribution of created incidents per contributor.
    A click on the chart is used to display an Incidents tab for the selected contributor. This tab displays either the incidents assigned to the contributor, or the incidents created by the selected contributor.
    The drop-down menu of this widget allows you to use the global filter, to use a specific batch of incidents or to delete the filter.
    The popup menu of this widget (right mouse click) is used to configure the chart displayed in the widget.
  • Requirements to Check widget. Displays the number of requirements associated with the contributor to develop, test or document (according to the selected vision mode). Displays the number of late or locked requirements, or requirements whose test must be re-run.
    A click on one of the links is used to display the list of affected requirements in a Requirements tab.
    The drop-down menu of this widget allows you to use the global filter or a specific batch of incidents.
    This widget is displayed by default and it cannot be hidden.
  • Requirements widget: Displays the list of requirements associated with the contributor in TreeMap format. The completed requirements are displayed in green, the scheduled requirements in blue and the locked requirements in red. A click on a requirement displays the description of the requirement.
    The drop-down menu of this widget allows you to use the global filter or a specific list of requirements.
    This widget is displayed by default and it cannot be hidden.
  • Pending Incidents widget: Displays the list of pending incidents associated with the contributor.
    The popup menu of an incident is used to edit, fix, archive or re-assign the form. A search control allows you to perform a Contains search among the listed incidents.
    The drop-down menu of this widget allows you to use the global filter or a specific batch of incidents.
    This widget is displayed by default and it cannot be hidden.
  • Request widget: Displays the number of requests to process.
    A click on the number of requests is used to display the spool requests in a Requests tab.
    The drop-down menu of this widget allows you to use the global filter or to select a specific spool.
    The popup menu of this widget (right mouse click) allows you to hide it.
  • Current Task widget: Displays the current task of contributor (as well as its duration since its last activation).
    A click on this widget opens a popup menu used to see the task details or to modify the current task.
    The popup menu of this widget (right mouse click) allows you to hide it.
  • Versions 21 and later
    End Date of Requirements widget. Used to display the end date of the selected list of requirements.
    A click on the widget is used to open the the list of requirements in a Requirements tab.
    The drop-down menu of this widget allows you to use the global filter or to select a specific list of requirements.
    The popup menu of this widget (right mouse click) allows you to hide it.
    New in version 21
    End Date of Requirements widget. Used to display the end date of the selected list of requirements.
    A click on the widget is used to open the the list of requirements in a Requirements tab.
    The drop-down menu of this widget allows you to use the global filter or to select a specific list of requirements.
    The popup menu of this widget (right mouse click) allows you to hide it.
    End Date of Requirements widget. Used to display the end date of the selected list of requirements.
    A click on the widget is used to open the the list of requirements in a Requirements tab.
    The drop-down menu of this widget allows you to use the global filter or to select a specific list of requirements.
    The popup menu of this widget (right mouse click) allows you to hide it.
  • Versions 23 and later
    Task List widget. Used to display the task list for the selected list of requirements. The tasks are 'pending', 'in progress' and 'locked' tasks.
    A click performed on a task is used to open the selected task in a new window. The popup menu (right mouse click) of tasks is used to:
    • start a task,
    • modify a task,
    • end a task.
    New in version 23
    Task List widget. Used to display the task list for the selected list of requirements. The tasks are 'pending', 'in progress' and 'locked' tasks.
    A click performed on a task is used to open the selected task in a new window. The popup menu (right mouse click) of tasks is used to:
    • start a task,
    • modify a task,
    • end a task.
    Task List widget. Used to display the task list for the selected list of requirements. The tasks are 'pending', 'in progress' and 'locked' tasks.
    A click performed on a task is used to open the selected task in a new window. The popup menu (right mouse click) of tasks is used to:
    • start a task,
    • modify a task,
    • end a task.
Minimum required version
  • Version 20
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