The prior Track tab has been renamed “Overview” as this tab provides a comprehensive view of the entire project’s Deliverables in several different views: the Carousel, Gantt and List views. In addition, while this tab started as the primary way to track progress, tracking now happens in many other tabs, the WP tab for example.

The option to apply multi-tag filters to any view has been added, which when applied carry across the three views. This allows users to better understand the status of a project and their responsibilities as well as contributions. Users can, for example, quickly see to which Deliverables they are assigned. Mentors can see which are at any stage of completion, not assigned to a Work Package, etc.. This helps team members tailor the views to help them focus on their areas of interest.

Fig. 1 . Carousel view with the filter menu open:

Fig 2. Carousel view with one filter selected:

Fig 3. List view with the same filter selected carried over:

Enhanced functionality has been added to more easily organize and find files. In addition to naming a file, the new files tab provides the opportunity to add a brief description for each which is displayed along with the file name. In addition, team members can add and respond to comments which provides much more context for any document. Also, users can now tag each document and use multi-tag filtering to quickly find relevant files.

As a reminder, the Files tab has two types of folders. One type are system generated folders that hold the documents uploaded via Deliverables and Work Packages. The other type are user generated folders for teams to use as they wish.

Two new system generated folders have been added. A dedicated Interviews folder has been added to encourage teams to use the best practice of continually gathering and documenting stakeholder input. A private “Mentors Files” folder has also been added that is only accessible by portfolio admins and the Mentors they assign to a project. This allows mentors to upload feedback reports, etc. that can be accessed by other mentors and portfolio admins.

Fig 4. Augnmented Files Tab w/Multi-tag filters:

Fig 5. Edit File Option:

Fig 6. Comments Option:

The guidance of experienced mentors in healthcare innovation has been shown to significantly improve commercialization success rates, particularly for teams of new innovators. Also, they provide funders/portfolio managers with valuable insight on a team’s progress and prognosis.

As such, GAITS now allows portfolio members to add advisors, subject matter experts, etc. to a GAITS site in the role of a “Mentor”. This provides a forum for mentors and portfolio members to share private information. In addition to read/write access to the site, Mentors have access to a private file folder (and sub folders) to share information with other mentors as well as parent portfolio admins. 

Fig 7. Functionality in New Mentors Tab:

New sortable and filterable views of Work Packages have been added. They help team members as well as funders and mentors focus on the information they are interested in, providing more real-time insight into the progress of a team against plan. The Gantt view is now in a separate tab and a list view has been added to the existing table view. All views are now filterable with multi-tags as well as sortable based on several dimensions.

Fig 8. Grid view with the filter menu open:

Fig 9. Gantt view with one filter selected:

Fig 10. List View with Filters Shown:

Fig 11. Progress View with Filters Shown

Security protocols require that accounts that have not been used for 6 months to be deactivated. The members tab now shows an indicator if a member’s account is inactive. Please contact Admin@GAITS.org to have an account reactivated.

Also, quick access to emails should make it easier for mentors and admins to connect with team members.

Fig 12. Updated Members Tab

Fig 13. New Parent Navigation Tab:

Project Tags and Portfolio Filters have been added to the Portfolio view to address the management challenges that have arisen as the size of Portfolio’s continues to grow.

Portfolio Admins can use Tags to identify groups of projects within a single portfolio that they wish to track. For example, all the projects funded in a cohort (e.g. 2025), or in a thematic area (e.g. MedTech). Tags are defined by the Portfolio Admins, so are able to accommodate the diversity of ways GAITS is being used. So, in addition to showing only those projects in a Portfolio to which a member has access, members can now filter that list down further based on the selected tag(s)

For example, if a GAITS team member is also a member of a Portfolio Site (like a CRAASH Program Portal) they will see just their own site. Portfolio Admins, on the other hand, get to see and access all of the sites in the portfolio and any sub-portfolios and use a filter scheme of teir design to focus on ones of interest.

Fig 14. Updated Portfolio View:

Fig 15. Tag Editing Dialogue Box

The option has also been added to the summary view to display the names of the members of the site and the last time each logged in. This will help the portfolio members keep track of the activity.

Fig 16. Site Members Listed and Filters Not Shown:

The new, filterable views based on project Tags are outlined below:

Fig 17. Grid View with Filters Shown and Active

Fig 18. Gantt View with Filters Not Shown

Fig 19. Table View with Filters Not Shown

Fig. 20: Progress View with Filters Not Shown