Amplify has two styles of view when looking at Initiatives, Benefits, RAIDS, Tasks, and Schedules. Data can be reviewed and analyzed in either Card View, or Table View.
When you click on Initiatives, Benefits or RAIDS tab from the secondary menu, you will see a dashboard of cards. Each card represents an initiative, a benefit or a RAID item, depending upon which tab you are under.
The main component of the card view is the filter fields at the top of the page. The first field allows you to select a view from a list of pre-configured user views. Options in this field can be used alongside the options in the adjacent drop-down field to filter the selected view. In the example screenshot below, under Initiatives, the All Projects view is selected in the first field, along with Workstream in the drop-down field to see all Workstreams under the portfolio.
When your card view includes a lot of items, you can use the Search field to locate a specific item. Additionally, you can use the New button to add an item.
By default, the records in this view are sorted alphabetically. However, you can click on the sort buttons to sort the list.
Clicking on the View Archive button will reveal the cards that have been archived. From here, you can quickly remove all local items in the archive. Please note that only local items can be removed. This is to prevent accidentally clearing out your portfolio’s archive unexpectedly.
Once you have located your card, you can open it by clicking on its name.
Let's take a closer look at the layout of a card.
A card provides a snapshot of the object it represents. It shows indicators relevant to the current state of the object and contains buttons that allow easy access to associated functions and pages. Names and features available on the card will differ depending upon the tab under which it appears.
The sections that follow will introduce you to:
Initiative Card appears when you click on the Initiatives tab. It gives you a general overview of your initiative including its overall status, total budget, total benefits plan and duration.
On top of the card, you will see the name link. Under the name, you will see the initiative classification, Amplify ID and Amplify Index.
Buttons under this list allow direct access to various pages.
- Default dashboard - this will display the initiative's default dashboard.
- Other dashboards- this menu will allow you to access any dashboard available for the classification.
- Registers - this menu will allow you to access Benefits, RAID, or Costs register.
- Schedule - using this menu you can directly access the Gantt chart and the schedule table views.
To the right of the above options, you will see buttons to edit and delete the initiative.
Upon clicking the Benefits tab, you will see the benefits card. It is designed to display minimal yet most useful information about the benefit and let you access the most used benefit functions easily.
The name of the benefit is displayed on the top. It is a clickable link that will take you to the Benefit detail page. Under the name, you will see the classification, the Amplify ID and the Amplify Index.
To the right of the above options, you will see buttons to edit and delete the benefit.
On the bottom of the card, you will see key information such as the total Plan, Forecast and Actual recorded for the benefit, its duration and the overall progress.
A RAID card displays a Risk, Assumption, Issue, or a Dependency.
The name of the RAID item is displayed at the top. Labels under the name show specific information relating to the item including its classification, Amplify ID, current status and the review date. Key stats including the rating, impact and likelihood are displayed at the bottom of the card.
If a mitigation plan has been added, you will be able to see a summary of it on the card. A cross mark will be shown if the mitigation plan has not been added.
You can use the Edit and Delete buttons to modify or delete the RAID item.
On the secondary menu for Initiatives, Benefits, RAIDs, Tasks, and Schedules, you will notice a drop-down menu, which gives the user an option to select a Table style view:
Table views are a powerful way of analyzing data. They function in a mildly similar fashion to Microsoft Excel tables. Table views make use of columns and rows of your data and can be customized for a specific purpose.
When dealing with Initiatives, Benefits, Risks and Schedule data, the user can edit directly from the Table views of each register.
Each column heading has a hamburger menu icon next to it. Expanding on this reveals a few options:
- Pin Column: This feature allows you to pin a specific column so it remains stationary when analyzing and scrolling through data. You can pin a column to the left or the right of the view.
- Autosize This Column: Autosizing a column with expanding its column width to incorporate all listed bodies of text.
- Autosize All Columns: Autosizing all columns widths will expand all columns to incorporate all listed bodies of text.
- Group by (Column Label): Selecting this function will group data according to the column label you are selecting. For example, if we group by benefit owner, the list will reveal all owners and have their individual benefits nestled underneath their names.
- Reset Columns: Resets all columns to their original form.
The funnel icon is another option from the hamburger menu, and it contains filtering options within the selected column.
The Columns tab on the right side of the table can be selected to bring up a list of available columns to show.
Pivot mode works on the sum of the contents of the selected column. This may be handy when a user wishes to drill down into the specifics of data to create their own kind of filters. Selecting the Pivot checkbox eliminates all fields not involved in a calculation from view. For example, when viewing your benefits table view you may wish to see what the average Amplify Index is for the various types of Benefit Units your using. In this simplistic example, you would select Pivot Mode, Drag and drop Unit of this Benefit under the Row Groups Section, and drag Amplify Index into the Values section. Clicking on the item in the values section will reveal a list of filters that can be used. These are:
When viewing as a table view throughout Amplify, you will notice the pencil icon at the far right of each line: This is an edit feature, which allows the user to edit project properties of any selected item.
The Excel icon in the top right corner of the widget is an Excel export function. Any table within Amplify can be exported as an Excel file so that it can be viewed or worked on outside of Amplify. The Search box assists with finding specific views created when there are many to select from. The New Button feature allows for the creation of a new view type.
Within Amplify there also exists a Tree View toggle. This is used purely to group tables by their hierarchical Initiative structure.
As a user, if you have a certain style of table you prefer as a setup, you can Duplicate a view, then set it as your default in the Administrator Settings.