Tuesday April 24th, we are releasing a new option for your
Users, aimed at improving navigational response times. There will be a follow
on change to the Project Summary screen but that is a few months out.
This initial release is a Change to the User Home Page and a
Project’s Home Page. This change will NOT change any current settings
for your User community. The choice to change any settings will require a
conscious decision on their/your part.
They will however see a purple button appear on their User’s
Home page for the My Tasks and My Projects dashboards and again on the Project’s
Home page for the My Tasks and File Status dashboards. These new buttons will
be located among the familiar orange buttons.
This blog post is to provide you an understanding of what
the button offers so you can answer any questions and we hope adopt an active
role in a switch to many if not all of your Users to this new setting.
Over time we have added various data sets to the queries for
the User’s Home Page and the Project’s Home Page. The result is the dashboards
have gone from quick at a glance information tools to become very complex
business reports. On the one hand it is wonderful to have all of that
information. On the other hand, there is a price tag in response when
collecting all of that information, on every click, for every Project on your
site, especially, when a majority of the time, you don’t really require all of
it. Certainly the majority of your User community is not concerned with business
“reporting” tool on their dashboards; they just want to get to their work as
quickly as possible.
The new option being deployed will allow a User to make a
decision on enhanced performance if they don’t require all of the “extra” data
to do their job. The best part is they can have their cake and eat it too. The
code will allow the User to toggle between the current, My Reports setting, to the faster, Optimized setting during a session with just a mouse click. All
previous Personalized Reports created in the current My Reports will be
retained and can easily be called on demand.
Most importantly, the User can choose to change their
default setting on Change My Profile
under the Blue Bar, User Information or you can edit for the User on their User Summary page.
Note: If the User wants to see the
improved performance on Login and not have to toggle the switches every time
they Login, they or you will need to change their default setting by checking the check-box, < Switch to Optimized viewing as my Default: >. This can be easily
changed should they decide to change back.
In addition to their choice of default setting, a User can use
the buttons on the screens to toggle back and forth at will. A change in
setting, made from a screen’s buttons will hold for their current session
(until they Log Out).
We have added convenient visual cues to help the User know
which setting they are currently operating within.
Each of these two settings allow for a Personalized Reports
library. The difference is the data called. The configuration options for
grouping and sort order remain for each.
An individual User who elects to operate in the Optimized
settings should experience a performance improvement. Collectively as more Users
elect to utilize the Optimized setting there should be an overall benefit.
NOTE: If you have
created default reports that calan has populated for your use, these will need
to be rebuilt in the Optimized Reports library and provided to your Users.To discuss this new option or to have your default site level reports transferred to the Optimized setting selected library for your User's use contact us at your convenience.
