When you log into Amplify, you will land on the Home tab of your Personal Dashboard.
The Home tab allows you to keep track of the upcoming and overdue measurements, pending workflow action requests, project tasks that you own, and the teams/programs you are part of. It also displays the pages you set as favourites and links to the pages you recently visited.
On the Personal Dashboard, you will see the initiatives, benefits, RAIDs, measures and tasks you own. My Initiatives, My Benefits, My Measures, My RAIDs, and My Tasks tabs display relevant information relating to initiatives, benefits, measures and RAID items you own.
This article covers the following topics:
- Upcoming or Overdue Measurements section
- Workflow Approval Notification
- My Programs
- My Teams, Favourites and Recently Visited links.
- My Initiatives
- My Benefits
- My Risks
- My Tasks
Upcoming or Overdue Measurements
The first section of your Home tab displays the benefits that are upcoming or overdue for measurement.
This section will populate only if the Upcoming Actuals Reminder setting is enabled for the corresponding benefit/impact classification. If this option is configured for the classification and you own the measure, you will see the upcoming measurement and the total overdue measurements a certain number of days before/after the due date of measurement. You can enter the value directly in the field given here. The overdue actual for this measure will then disappear from the personal dashboard.
To record an actual:
- Locate the impact/benefit you want to record.
- Enter the value in the text field.
- Click on the Submit button.
Clicking on the impact's name will display the impact's Plan tab where you can enter the Plan, Actual and Forecast values.
Workflow Approval Notification
The Stage-Gate/Workflow approvals widget is present to give you a quick oversight and management of action items. Workflows awaiting approvals prompt the user to Approve or Reject, in addition to any comments desired. Once again, all of the important metrics are present in the pop-up widget.
If your site uses Amplify's program model configuration, you will see My Programs section after notifications. My Programs displays all programs that you own. You can directly navigate to the program-specific pages by clicking on the program name.
If you are an administrator or an Amplify Support user, you will see all programs irrespective of whether you are on the team or not.
My Teams, Favourites and Recently Visited
Few useful widgets are displayed after the notification panes.
- My Teams Widget - If you are part of a Shared Team, your team will also appear on your personal Dashboard.
- Favourites Widget - The dashboard also features a Favourites widget, highlighting initiatives and benefits marked as favourites. Click on the name link to go directly to the page.
- Recently Visited Widget - This widget will display your recent activity. Click on the name link to go directly to the page.
Tip: From the Favourites widget, you can customise your Home location. This means, on login, you will land on your chosen homepage. On logging in or using the home button, your chosen home location will be displayed. From the Recently visited widget, you can mark a recently visited item as a favourite.
My Initiatives tab
This tab displays all projects/initiatives that you own. Projects are arranged as cards under this tab, by default. You can utilise the action buttons available on this interface to perform different tasks. Read more about card and table views here.
This tab allows you to:
My Benefits tab
This tab displays all impacts/benefits that you own. Each impact is displayed as a card in this tab. You can utilise the action buttons available on this interface to perform different tasks. Read more about card views here.
On this tab, you can:
- create impacts
- record benefit plan, actual and forecast
- modify impact settings
- archive, restore or delete impacts
My Risks tab
This tab lists all the RAID items that you own. You can utilise the action buttons available on this interface and each RAID item card to perform different tasks. Read more about card views here.