The Reminders portlet contains predetermined links to notify project managers of the number of tasks and deliverable to prioritize for the project.
It is designed specifically for the project managers and their assigned projects with links that are similar on all focus pages.
This portlet is shown only when the access level is set to Assigned to me.
Note:
When you check the Show List When Only One Result box on the Set Preferences page, clicking reminder link takes you to the list page of each reminder except for Tasks Overdue link.
When unchecked, clicking the link with one reminder count takes you directly to a record of overdue vendor bill, purchase order, or project.
You can set the search preference by going to Home > Set Preferences Home > Set Preferences then click the Analytics subtab. On the Set Preferences page, check or clear the Show List When Only One Result box.
The following information describes the link available on the portlet:
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Page
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Link
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Color Criteria
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Project Portfolio
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Vendor Bills Overdue – This reminder shows the total number of Vendor Bills and Bill Credits that are overdue for one or more projects assigned to the project manager.
The system considers a vendor bill as overdue if the current date is after the due date and the status is Pending Approval or Approved.
Unlike vendor bills, bill credits do not have a status. A bill credit is overdue if the due date is past the current date.
Note:
An overdue vendor bill associated to multiple projects is only considered as one reminder.
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Tasks Overdue – This reminder shows the total number of project tasks that are overdue for one or more projects.
The system considers a project task as overdue if it meets the following criteria:
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The status is In Progress, and Not Started after the task's end date passes.
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The Percent Complete value is less than 100.
The Tasks Overdue reminder does not include milestone tasks in the count.
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Purchase Orders for Approval – This reminder shows the total number of purchase orders with Pending Approval status. Clicking the link takes you to the list of all purchase orders associated to all projects assigned to you.
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The following color criteria applies to Vendor Bills Overdue, Tasks Overdue, and Purchase Orders for Approval reminders:
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Silver – 0
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Green – 1 – 3
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Amber– 4 – 10
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Red – greater than 10
The following color criteria applies to Projects Overdue reminder:
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Silver – 0
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Green – 1
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Amber– 2 – 3
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Red – greater than 3
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All Focus Pages
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Vendor Bills Overdue – This reminder shows the total number of Vendor Bills and Bill Credits that are overdue for the specific project that you view.
The system considers a vendor bill as overdue if the current date is after the due date and the status is Pending Approval or Approved.
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Tasks Overdue – This reminder shows the total number of project tasks that are overdue only for a specific project. The system considers a project task as overdue if it meets the following criteria:
The criteria for determining overdue project tasks is the same with the criteria used in the Tasks Overdue on the Project Portfolio page.
The Tasks Overdue reminder does not include milestone tasks in the count.
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Purchase Orders for Approval – This reminder shows the total number of purchase orders with Pending Approval status for a specific project. Clicking the link takes you to the list of all purchase orders associated to a project that you view.
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All reminders on all focus pages follow this color criteria:
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Silver – 0
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Green – 1
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Amber – 2 – 5
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Red – greater than 5
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General Notices