Business lines list

 
 

What is "Business lines list" ?

The "Business lines List" report is represented in a table format, allowing you to display the list of your business lines grouped on the chosen axis with the list of selected fields, the filters, the time period and the chosen sorting.

Use case example : This report can be used at a macro level to monitor your business lines' progress with meteo informations, progress and an "Overview" text field to comment on business lines' progress.

 
 
 

How is the slide built ?

The slide is built in 3 zones, represented by the orange zones in the image above:

The title zone displays the object concerned by the slide, the chosen axis, and the slide's title

This second zone represents an header that can be modified using the additional parameters which will be listed below. The meteo, the progress or the overview of the element concerned by the slide can be displayed.

This last zone, in a table format, displays the list of business lines that can be set up in different ways with :
the columns' choice to be displayed and the display order,
the possibility to filter on a time period to take into account the business lines whose due date is within the month for example,
the possibility to filter on different fields such as status, or any other available field according to the needs,
the possibility to sort the table in ascending or descending order on one or more fields.
 

Additional parameters

Parameter* Description
Header (Title) Allows you to add a header line with the indicators or fields of the chosen level (Axis, Business Line, Project, Workpackages).
For example, progress, meteo, trend, Overall status…
First column formating Allows you to specify the layout of the 1st column.
The color used is based on the template's graphic charter.
First row formating Allows you to specify the layout of the 1st row.
The color used is based on the template's graphic charter.
Meteo display mod Allows you to choose how the meteo is displayed, either in meteo mode (sun, cloud...) or in traffic light mode (display of green, orange, red dots...)

*Click on any parameter to get more informations on its usage.

 

Which level is it available at ?

  • Project hierarchy : N/A
  • Resource : N/A
  • Axis : Business lines grouping
 

Tips

  • Nothing displaying ? : Check that the fields to be displayed are displayed and that there are business lines expiring in the defined time period
 

Slide setting example