View project dashboards

1. Access the dashboard portfolio screen from Insights > Dashboards.
   
   Make sure pop-ups are allowed for the Aconex instance URL (for example us1.aconex.com). Also see Configuring your web browser

2. Here you can view all your projects, ordered by the number of overdue processes.
3. For each project, you'll see the following:

• Total: the total number of processes in the project, based on the configuration.
• The breakdown of each process by status (Overdue, Outstanding, Responded, Closed-Out). Each half donut chart displays the number of processes by status, and its percentage. The status is determined by the most recent mail in the process that requires a response. If the process contains more than one response required mail, the highest priority status is used.

Viewing the project dashboard

1. Use the project filter at the top right to view detailed metrics for a specific project.

2. On the project screen, you can apply a master/global filter on that project across the Dashboard. For example, you can set Action and Involved As as the filter attributes. See Process metric definitions.

3. The attributes/metrics you see under the Overall Process Usage heading are aggregated totals for the selected project.

4. Below this are the attributes/metrics for the selected process on that project. Aggregation is done for the selected process only. The highest overdue process is selected by default. View another process using the selector as shown.

View metrics and attributes

The following metric/attributes are visible:

Total Processes: the total number of processes in the project, based on the configuration.

Process by status: (Overdue, Outstanding, Responded, Closed-Out). Each donut chart displays the number of processes by status, and its percentage. The status is determined by the most recent mail in the process that requires a response. If the process contains more than one response required mail, the highest priority status is used.

Top Processes By  No. of Overdue: The number of overdue processes by process name, in descending order.

Avg. Overdue: Average of the overdue days for all overdue processes in the project. Calculated by the sum of all overdue days (for all overdue processes) divided by the total number of overdue processes.

Avg. Delay: Average of the delayed days for all closed out processes in the project. Calculated by the sum of all delayed days (for all closed out processes) divided by the total number of closed out processes.

Avg. Duration: Average duration of all closed out processes on the project. Calculated by the sum of duration for all closed out processes divided by the total number of closed out processes.

Latest Activity: Displays the top ten latest mail types in the selected process for the project. Counts the number of mails.

Process by Organization: Displays details for each organization involved in the selected process for the project.

Overdue: Number of overdue mails where the organization is in Ball in Court.

Avg. overdue: Min overdue, Max overdue, and weighted avg. of overdue days for all mails where the organization is in Ball in Court.

Responded: Number of responded mails where the organization is in Ball in Court.

Outstanding: Number of outstanding mails where the organization is in Ball in Court.

Closed: Number of processes closed.

Avg. delay: Min Delay, Max Delay, and weighted average of Delay days of for all the processes that were closed with a delay.

Avg. duration: Min duration, Max duration and weighted average of duration days of for all the processes that were closed with a delay.

Viewing more details

1. Clicking More Details allows you to drill into a process to see details of every individual activity.
2. The first table displays the aggregated values of certain attributes (by organization or by mail type)
3. The second table (Process Details) provides an exhaustive list of processes and the linked mail attributes corresponding to the latest activity in that process. See Process metric definitions.

Using filters

Process level filters:

• Action: Filter processes based on whether you are expecting a response or are required to respond to a mail in the process.
• Involved As: Filter processes created by your org. (Initiator) or processes where your org. is expected to reply (Participator).
• Process creation date: Filter processes that were created in a specific period.
• Process status: Filter processes based on status – Overdue, Outstanding, Responded, Closed. (Multi-select)
• Latest Activity: Filter processes where a specific mail type was used as the last mail thread in the process.
• Days Delay: Filter the completed or closed processes that faced delay of ‘N’ or ‘N+’ days. (you must input a numeric value)

Mail level filters:

• BIC: Filter processes where a particular partner org. is in Ball in court. (BIC organization is the partner org. in the ‘To’ recipient list responsible for further action/replying).
• Days Overdue: Filter processes where the mail is overdue by ‘N’ or ‘N+’ days. (You must input a numeric value)
• Mail Status: Filter processes based on status of the mails in those processes.

Definitions of the filter attributes are same as the process attributes.