A major upgrade of the GAITS Solution Site was just released. The
User Guide is being updated, but in the meantime, we wanted to make
users aware of the new functionality. We have also implemented a new
Portfolio site that provides a quick view of the status of each
project in a portfolio which
is described in a separate summary.
The things that most impact Solution Site users is the improved
Work Package planning and monitoring function, team member
management, and tracking navigation. The changes will appear
differently for each role (Solution Team Member or Viewer or
Solution Administrator) as outlined below:
Work Package Planning & Monitoring
Information about each Work Package has been added and is
summarized in content boxes. At the top, the budget and
responsible team member is listed and the Work Package
status (e.g. planning, submitted, active, or completed) and
the timing at the bottom. In addition, for active Work
Packages (i.e. approved by the Portfolio Manager) the team’s
progress in completing the work is displayed (% of completed
Deliverables vs % time consumed).
The Work Packages are displayed
from left to right with the most recent start on the left.
Overdue Work Packages are highlighted in light red.
You can now “bulk” assign Requirements to Work Packages.
When you open or start a Work Package, you can select any of
the unassigned Requirements by clicking on them to add them
to the Work Package and then save. By default, all
Deliverables are assigned to the person responsible for the
Overriding Default Responsibility
As noted above, by default the team member with
responsibility for a Work Package is responsible for each
Requirement. This can be overwritten for any Deliverable by
clicking selecting it and the choosing any active team member.
The last Work Package displayed shows any unassigned
Deliverables, making it easy to ensure that all are assigned.
Work Package Gantt View
At the bottom of the page the Work Packages are displayed
in a Gantt view, with the gray bar being the planned
duration and the blue bar being the fraction complete (based
on the % complete of all Requirements)
The vertical line on the left
corresponds to the project start date and the one on the
right the end of the last Work Package. The vertical line in
the middle is the current date.
by Solution Admins, view-only for all others)
Inviting New Members
The new Members page enables the Solution Admin to add new
members in one of the approved roles (another Admin, a team
member with read-write access or a view only role.) They
enter the new members e-mail and select the desired role.
Invited members who have not yet accepted are also listed.
The invited team member gets an e-mail invitation with a
link to accept or ignore the invite
Make sure the invitee knows to look at the “Request List”
tab on their Notifications
page to confirm acceptance of the invitation
After adding tracking information for a Requirement/
Deliverable, you have the option to “Save and Back” which
brings you back to the HIC Wheel or just “Save” which allows
you to stay on the page and use the top navigation to open
another Requirement/ Deliverable
Accessing Tracking Fields
To make accessing the desired Tracking Field, each can be
opened or collapsed and that setting will propagate to all
Requirements in the site until changed anywhere.
Click + to expand and – to collapse.