search-doc-1738771140657.json

[{"title":"Overview Tab","type":0,"sectionRef":"#","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/overview-tab","content":"","keywords":"","version":"Next"},{"title":"Summary​","type":1,"pageTitle":"Overview Tab","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/overview-tab#summary","content":" A brief summary is conveniently located at the top of the default selected Overview Tab which gives you an idea of how your project is doing at a general scope. The two leftmost lists outline some fields that were assigned when creating the project (and can be edited in the Project Settings Window). We also list the number of activities in the latest schedule and some other key parts of the project that you can find on various other components/tabs of Aegis Analytics. The right ride of the component tracks the following metrics: Contract ∆: days between the current completion, and contract completion datesDriving Critical Activity: The incomplete critical activity that is driving critical workQC Issue: The potential schedule issue category with the greatest impact to the project's QC scoreFloat Consumption: The % difference in average float compared to the previous updateProgress Performance: The progress only impact to the schedule compared to the previous updateCritical Path Reliability: The overall score from the Critical Path Reliability component found on the Risk tab ","version":"Next","tagName":"h2"},{"title":"Overview Components​","type":1,"pageTitle":"Overview Tab","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/overview-tab#overview-components","content":"This tab is meant to be a summary, so we hand-picked some of the most critical and informative parts from all the components on the project detail page to catch you up with the project's progress as fast as possible. Seeing something that looks amiss on this page is a good indication that you should dig deeper on other tabs of the project page for the sake of your project. Here is a list of the components we included on this page, as well as any information that makes them unique on this tab: Progress Trending: Just the current period bullet charts from the full Progress Trending ComponentProject Completion Trending: This one was so important, we included the whole chart from the Progress TabCritical Path Lookahead: The same chart as on the full component; we just set the views to be critical activities only and in the 90 day lookahead timespanActivity Completion: The 90 day lookahead planned view from the Activity Completion Compnent. This one still has the intractability of the left side activity type filter boxes to show a task listQuality Control Review: This component is just the Potential Schedule Issues subset of the entire Quality Control Review Component. Similarly to that component, select an issue type to view the activities contained. ","version":"Next","tagName":"h2"},{"title":"Cost Tab (Beta)","type":0,"sectionRef":"#","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/cost-tab","content":"","keywords":"","version":"Next"},{"title":"S-Curve (Beta)​","type":1,"pageTitle":"Cost Tab (Beta)","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/cost-tab#s-curve-beta","content":" An S-curve component provides a visual representation of cumulative project costs over time. This S-shaped graph plots the project's financial progress, allowing you to track actual spending against planned budgets. It's a powerful tool for financial forecasting, performance measurement, and cash flow management. By comparing the planned cost curve to the actual cost curve, you can quickly identify if a project is over or under budget at any given point. The current month is highlighted, and all forecast data that follows refers to the remaining costs from the latest schedule. The final forecast data point provides the current “completion cost” for your project. ","version":"Next","tagName":"h2"},{"title":"Baseline Historic Performance (Beta)​","type":1,"pageTitle":"Cost Tab (Beta)","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/cost-tab#baseline-historic-performance-beta","content":" This component shows the actual periods to date and compares actual costs to baseline costs (early/late). Each series contains the periodic and cumulative values, allowing you to compare the monthly and overall costs for your project. ","version":"Next","tagName":"h2"},{"title":"Schedule Performance Index (Beta)​","type":1,"pageTitle":"Cost Tab (Beta)","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/cost-tab#schedule-performance-index-beta","content":" The Schedule Performance Index (SPI) = Actual Costs / Baseline Costs (Early) The bars are the periodic values (Actual/Planned for the month), and the lines show the cumulative values (cumulative Actuals to date / Planned values to date). The periodic bars have conditional colors based on their value. Periodic SPI greater than or equal to 1 show as green, and values less than 1 are red. note If a period has actual costs, but no planned costs, the Periodic SPI is undefined, and thus excluded from the periodic SPI dataset. ","version":"Next","tagName":"h2"},{"title":"Activity Cost Details (Beta)​","type":1,"pageTitle":"Cost Tab (Beta)","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/cost-tab#activity-cost-details-beta","content":" he Activity Cost Detail component is a table of all the activities and their related cost data. You may filter the table by its overall activity code type or any number of activity code subtypes within that activity code type. Only one activity code type can be selected at a time. You may switch between all activities in the current update, activities with actual finish dates, and planned activities by selecting the respective button to the right of 'Activity Code Filter'. When 'Planned' is selected, you may change the lookahead days to display activities planned to complete within 30, 60, or 90 days of the most recent data date. ","version":"Next","tagName":"h2"},{"title":"Aegis Analytics","type":0,"sectionRef":"#","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/analytics","content":"Aegis Analytics Learn about Aegis Analytics, our schedule progress, quality control, and risk analytics platform What's New in 5.3 The following new sections have been added: Getting Started Tips to help get you setup Navbar Your one stop place to navigate across Analytics Scores / KPIs Scores that display the status of your projects at a glance Portfolio Page Birds eye view of all your projects Project Page View all details about your project Glossary Common Terms used throughout the Docs Version History See what's new for each new version of Analytics","keywords":"","version":"Next"},{"title":"Project Page","type":0,"sectionRef":"#","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/","content":"","keywords":"","version":"Next"},{"title":"Top Row​","type":1,"pageTitle":"Project Page","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/#top-row","content":" Regardless of which tab you are on, there is a top row of components. This top row remains constant, except the trend chart on the right will update to reflect the selected tabs trend chart. In the case when the project you are on has the risk calculation method set to Monte Carlo - Risk Register, the top row will change to the Risk Register Top Row only on the risk tab. Alternatively, when you have a cost-loaded project the top row will change to the Cost Top Row only on the cost tab. ","version":"Next","tagName":"h2"},{"title":"Project Picture​","type":1,"pageTitle":"Project Page","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/#project-picture","content":"To add some style, be sure to add an image to your project by clicking the image card in the top row. By default, the image is a blank add image icon. Once you click anywhere in this card, a window will pop up asking you to upload an image. Select an image file and a preview will pop up to the right that will allow you to crop the image to your desired size. Once you are satisfied, just press save and voilà! Your new project image now shows up in the top row. Project images can be edited by hovering over the current image and clicking the same icon in the top right. To delete your current image you can hover over and click the trash can icon on the top left. A popup will appear asking you to confirm the deletion of your projects image. tip Adding a picture of the site (or planned finish look) to a project is a great way to show your clients you are invested in their project when utilizing the Analytics Dashboard in client meetings. ","version":"Next","tagName":"h3"},{"title":"Important Dates​","type":1,"pageTitle":"Project Page","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/#important-dates","content":"Just to the right of the project image, you will find a four-square outlining some important dates for this project, all based on the latest update uploaded to this project. The first square lets you know which update this project is on as well as the data date of that update. The second square shows the contract completion date along with the variance it has to the baseline's completion date. The third square displays the current completion date as well as how many days are left until that date. The final square shows the previous update's current completion date, as well as the variance between that one and the current update's completion date. ","version":"Next","tagName":"h3"},{"title":"Scores and Trend Chart​","type":1,"pageTitle":"Project Page","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/#scores-and-trend-chart","content":"The remainder of the top row is all telling you the same information that the Portfolio Page's Portfolio Summary tells you, except this component is all about this specific project. When you navigate through different tabs, the most relevant score to that tab will by default be selected. ","version":"Next","tagName":"h3"},{"title":"Risk Register Top Row​","type":1,"pageTitle":"Project Page","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/#risk-register-top-row","content":" For Monte Carlo - Risk Register risk calculation method projects on the risk tab, this special risk top row will replace the default one. The project picture and 4 square of Important Dates are still leading the row, but the rest is different from the default top row. There is the risk score (the most relevant score to the tab) and the other components are similar to ones found in the Portfolio Page Risk Analysis Banner, but with the scope being only for this project. Categories of RiskTop Risks By StatusHeat Map The greatest strength of these widgets in the risk register top row is that you can see the Risk Register just below them so that you can figure out which risks contribute to which part of each component. ","version":"Next","tagName":"h2"},{"title":"Cost Top Row​","type":1,"pageTitle":"Project Page","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/#cost-top-row","content":" The different trend charts on each tab's top bar are replaced by this very helpful glance at your project's cost situation. These cost KPIs are seperated between total values for the project and then cost values for only the project's current period. ","version":"Next","tagName":"h2"},{"title":"Component-Specific Notes​","type":1,"pageTitle":"Project Page","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/#component-specific-notes","content":"All components now have individual note sections. Click the notes button to add new notes or view notes from previous updates. All components will also display their current notes in the Overview tab PDF export. ","version":"Next","tagName":"h2"},{"title":"Glossary","type":0,"sectionRef":"#","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/glossary","content":"","keywords":"","version":"Next"},{"title":"Baseline​","type":1,"pageTitle":"Glossary","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/glossary#baseline","content":"A project's baseline is the original approved plan for the project's schedule, cost, and scope. It serves as a benchmark to measure project performance and progress against. ","version":"Next","tagName":"h2"},{"title":"BEI​","type":1,"pageTitle":"Glossary","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/glossary#bei","content":"The Baseline Execution Index measures how effectively the project is being executed compared to the baseline plan. It is calculated by comparing the number of tasks completed on time to those planned to be completed. ","version":"Next","tagName":"h2"},{"title":"CPLI​","type":1,"pageTitle":"Glossary","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/glossary#cpli","content":"The Critical Path Length Index measures the efficiency of project scheduling and indicates the likelihood of meeting the project completion date. It is the ratio of the critical path length in the baseline schedule to the critical path length in the current schedule. ","version":"Next","tagName":"h2"},{"title":"Critical Path​","type":1,"pageTitle":"Glossary","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/glossary#critical-path","content":"The Critical Path is the sequence of tasks that determines the minimum time required to complete a project. Any delay in critical path tasks will delay the entire project. ","version":"Next","tagName":"h2"},{"title":"Finish Milestones​","type":1,"pageTitle":"Glossary","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/glossary#finish-milestones","content":"Finish Milestones are key points in the project that mark the completion of major phases or deliverables. These milestones help track progress and ensure that the project stays on schedule. ","version":"Next","tagName":"h2"},{"title":"Finish-to-Start​","type":1,"pageTitle":"Glossary","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/glossary#finish-to-start","content":"Finish-to-Start is a type of task dependency in project management where one task must be completed before the next task can begin. ","version":"Next","tagName":"h2"},{"title":"Logic Density​","type":1,"pageTitle":"Glossary","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/glossary#logic-density","content":"Logic Density refers to the amount of logical relationships between tasks in a project schedule. It measures the complexity and interdependencies within the project plan. ","version":"Next","tagName":"h2"},{"title":"Monte Carlo Analysis​","type":1,"pageTitle":"Glossary","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/glossary#monte-carlo-analysis","content":"Monte Carlo Analysis is a risk management technique used to understand the impact of risk and uncertainty in project schedules. It uses probability distributions to simulate various possible outcomes. ","version":"Next","tagName":"h2"},{"title":"Out of Sequence​","type":1,"pageTitle":"Glossary","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/glossary#out-of-sequence","content":"Out of Sequence work refers to tasks being performed in a different order than planned. This can occur due to various reasons such as resource availability or delays in predecessor tasks. ","version":"Next","tagName":"h2"},{"title":"Predecessor​","type":1,"pageTitle":"Glossary","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/glossary#predecessor","content":"A Predecessor is a task that must be completed before another task can start. It establishes the logical order of tasks in a project schedule. ","version":"Next","tagName":"h2"},{"title":"Progress Score​","type":1,"pageTitle":"Glossary","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/glossary#progress-score","content":"Progress Score evaluates the actual progress of the project compared to the planned progress. It helps determine whether the project is on track, ahead, or behind schedule. ","version":"Next","tagName":"h2"},{"title":"Project Score​","type":1,"pageTitle":"Glossary","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/glossary#project-score","content":"Project Score is a comprehensive measure that evaluates the overall performance of a project. It typically considers factors such as schedule, cost, quality, and risk. ","version":"Next","tagName":"h2"},{"title":"QC Score​","type":1,"pageTitle":"Glossary","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/glossary#qc-score","content":"Quality Control Score assesses the quality management processes in place for the project. It measures how well the project adheres to quality standards and procedures. ","version":"Next","tagName":"h2"},{"title":"Risk Register​","type":1,"pageTitle":"Glossary","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/glossary#risk-register","content":"The Risk Register is a document that lists all identified risks, their potential impact, and the mitigation strategies. It helps in tracking and managing project risks. ","version":"Next","tagName":"h2"},{"title":"Risk Score​","type":1,"pageTitle":"Glossary","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/glossary#risk-score","content":"Risk Score measures how well the project is following the planned schedule and costs. It is an indicator of the project's reliability and consistency. ","version":"Next","tagName":"h2"},{"title":"Start Milestones​","type":1,"pageTitle":"Glossary","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/glossary#start-milestones","content":"Start Milestones mark the beginning of major phases or deliverables in the project. They help in monitoring the project kick-off and progress. ","version":"Next","tagName":"h2"},{"title":"Successors​","type":1,"pageTitle":"Glossary","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/glossary#successors","content":"Successors are tasks that follow another task in the project schedule. The completion of predecessor tasks triggers the start of successor tasks. ","version":"Next","tagName":"h2"},{"title":"Navbar","type":0,"sectionRef":"#","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/navbar","content":"","keywords":"","version":"Next"},{"title":"Common Features​","type":1,"pageTitle":"Navbar","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/navbar#common-features","content":"The Navbar has several common features regardless of what page you are on: The Aegis Analytics logo. Clicking this will take you back to the Portfolio PageThe page title, which will either say 'Project Portfolio' if you are on the Portfolio Page or the project's name if you are on a Project PageA Help Icon in the rightmost part of your screen which can be clicked to reveal the Help Menu This menu provides links that can send you back to this Knowledgebase, open a contact form for feedback and bugs, and lastly to check the status of all rhino works applications. A User Icon located to the right of the Help Icon which can be clicked to reveal the User Menu This menu displays your email, a link to your user account settings, a link to the Rhino.works Account Settings for your company, and a sign out button ","version":"Next","tagName":"h2"},{"title":"Portfolio Page Exclusives​","type":1,"pageTitle":"Navbar","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/navbar#portfolio-page-exclusives","content":" The Portfolio Page Navbar has one unique feature that I bet you will be using quite often: The Add Project Button (the plus icon located just left of the help menu icon). This button opens up the New Project Form, which as the name suggests will be where you fill out the information to add your projects to your Portfolio. ","version":"Next","tagName":"h2"},{"title":"New Project Form​","type":1,"pageTitle":"Navbar","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/navbar#new-project-form","content":" The New Project Form is the one-stop-shop to input all the necessary information we need to create a new Project Page. Details​ The details step is where you can add a majority of the high-level information about your project such as the project name and which baseline xer schedule file to use. All the fields on this page are important and mandatory to fill out(except Project Files, that you fill out later), but make sure to pay special attention to the Company, Point of Contact, and Client fields. These 3 fields are the driving forces behind access to that project. Additional viewing access to that project can be fine-tuned in the Rhino.works Account Settings page. tip If you don't see the client you are looking for in the Client dropdown, you can create a new one by typing out its name in the Client searchbar. Upload / Import​ The details page can be filled out in one of two ways: The Upload Tab hosts the classic Analytics form where users can manually upload a baseline and fill in important project details.Import is a new tab that allows users to create a new connection to projects or folders in the Aegis Zeus database, making it easier than ever to get your projects into Analytics! Start / Finish​ This step is where the Start Milestone and Finish Milestone can be selected. Activities tagged as start/finish milestones are listed at the top, but all activities are listed after, so use the searchbar to find the appropriate activity and select it! Milestones / Risk​ This optional area allows you to configure as many milestones as you would like to track and edit the calculation method for risk in your project. Global Impacts can also be adjusted if you choose to use any of the Monte Carlo methods for risk calculations. tip Want to get the benefits of a risk register without filling in 20+ fields per risk? Utilize Core Risk! This new risk calculation method allows for the fastest entry-adding into the risk register due to the minimized required fields, but still has the flexibility to fill out everything if desired. Notes​ Notes is another optional step where you can add Critical Path Summary and Impacts/Issues/TIA notes to the baseline schedule for this project. These can be added later / edited at any time in the Manage Page, within the Schedules dropdown tab, via the pencil icon or the backside of the update's report. Submit​ This section highlights a few key areas of the form for your review before you press submit. Feel free to go back to previous steps to edit information until you are content with the review. Upon pressing the submit button, a novel Project Page will be generated utilizing the data provided in this form. Subsequently, you will be redirected to the newly created page to begin exploring the wonders of the Analytics Project Page. ","version":"Next","tagName":"h3"},{"title":"Project Page Exclusives​","type":1,"pageTitle":"Navbar","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/navbar#project-page-exclusives","content":" The Project Page Navbar has 3 features not present in the Portfolio Page Navbar: A back caret that redirects you to Portfolio Page (similar to clicking on the Aegis Analytics logo)A segmented tab selector. Each tab features different content related to this project. Details can be found on the Project PageA gear icon, which opens the Project Menu when clicked (located just to the left of the Help Menu icon) ","version":"Next","tagName":"h2"},{"title":"Project Menu​","type":1,"pageTitle":"Navbar","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/navbar#project-menu","content":" This menu is a hub for various project-specific functionalities that can be used to update your project or export the current page to a clean PDF. Project Settings​ This window is where you can edit project-related fields after the project has been created. This section is hidden from Project viewers. Here is a rundown of the tabs in this window: Details Tab​ This section allows users to edit the same fields as the New Project Form's Detail Tab. In addition, the start/finish milestones are displayed and a feature unique to this window is included: Project Type. Projects are automatically tagged as "Baseline" after project creation and automatically switch to "Active" once the first update is uploaded. Users can override this default to whichever project type is needed. Layout Tab​ The Layout Tab offers some customization options for how tabs/components are displayed within the project page. Utilize this tab to show the information that is important to your project. Every tab besides Manage has the ability to be hidden and most tabs allow for in-tab component visibility adjustments. These selections can be updated at any time in the Project Settings Window but must be saved to be applied to the project. The 'Overview' option (default selection) is the only option that has unique functionality: it allows users to select whether they want the default overview tab layout with the default component ordering or a custom selection. If custom is selected there will be a list of component options available to select and reorder to display what is most important to your project. Milestones Tab​ This tab allows you to select additional Finish Milestones or Activities that you would like to track in addition to Project Completion (CCD). Scores Tab​ This tab displays the 4 main scores we use - Project, Progress, QC, and Risk - as well as a breakdown of the components that comprise them. The first column contains the list of components used to compute the scores in Analytics. The remaining columns refer to the different activity types in your schedule. Select/de-select your preferred activity types to reflect unique scenarios within your schedules. Blue checkboxes signify the occurrence of that activity type within the category, and grey checkboxes appear when the activity type is not present within that category for the latest schedule. Quality Tab​ This section allows the user to make customizations regarding the qc score calculation. These include excluding specific activity codes and choosing between the default/DCMA calculation method. Should DCMA be selected, further customization is available to exclude specific tests and to edit the included tests' min/max/threshold values. Risk Tab​ The Risk tab allows you to edit the risk calculation metrics type and global impacts, similar to the Milestones / Risk step on the New Project Form. In addition, there are settings for the Risk Fields. This treelist allows you to add/edit/delete custom options that show up in the fields on the Risk Register Form. Some example uses of this section include adding a bunch of field options before you add risks to this project's Risk Register or edit/delete a misspelled field. The Risk Fields section is only enabled for "Monte Carlo - Risk Register" risk calculation method projects. Sync Tab​ Schedule imports can be automated by setting up a sync schedule. This allows your projects to remain up to date without having to manually upload update files. Syncs can run on a daily, weekly, or monthly basis and the day of the week / month on which they occur can be customized. Once a sync is created for your project there will be an option to 'Run Now' which allows you to run additional syncs on-demand. Existing saved sync settings can be updated/deleted at any time. Admin Tab​ This tab allows you to: edit the Project Files link archive the project recalculate the project If something seems off, you can manually recalculate the schedules on this project. If things still seem off after 1 recalculation, use the Contact Us button within the Help Menu to submit a ticket to our team. note The data displayed on the project page is either read from or calculated from the update xer files provided, so double check that the information that seems off is correct in the xer schedule updates that are uploaded to this project before making a ticket. See the Manage Tab to learn how to replace/edit schedule files. danger Archiving a project will remove the project from the database. Administrator account is needed to unarchive the project. Project Files​ This button opens up the project files link that was specified in the New Project Form in a new tab. This link can be edited in the Admin Tab of the Project Settings window Add Update​ Use this button to open the bulk update window. This form functions the same as the one on the Schedules Tab except submitting on this form skips the soft-add feature of the Schedules Tab and just adds these updates to this project. Export Page (PDF)​ Use this button to download the entire page on the selected tab and all its current views for each component in a clean pdf format. This summary can be a helpful tool for discussing project health with clients. Give it a second to load after you click it. ","version":"Next","tagName":"h3"},{"title":"Getting Started","type":0,"sectionRef":"#","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/introduction","content":"","keywords":"","version":"Next"},{"title":"Logging In​","type":1,"pageTitle":"Getting Started","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/introduction#logging-in","content":"Visit https://dashboards.consultaegis.com/ and sign-in with your Rhinoworks Account. Alternatively, visit https://account.rhino.works/ and sign in with your Rhinoworks Account then select Aegis Analytics from your Company's Apps Page. ","version":"Next","tagName":"h2"},{"title":"Terms of Service and Privacy Policy​","type":1,"pageTitle":"Getting Started","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/introduction#terms-of-service-and-privacy-policy","content":"To view the current Terms of Service, visit https://account.rhino.works/documents/analytics/tos/ To view the current Privacy Policy, visit https://account.rhino.works/documents/analytics/privacy/ ","version":"Next","tagName":"h2"},{"title":"Your Dashboard​","type":1,"pageTitle":"Getting Started","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/introduction#your-dashboard","content":"Your dashboard contains all projects that you have created in Aegis Analytics. You can manage your projects and view their status at-a-glance from this view. ","version":"Next","tagName":"h2"},{"title":"Windows​","type":1,"pageTitle":"Getting Started","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/introduction#windows","content":"Many actions and buttons throughout Aegis Analytics open smaller windows contained within this application. These windows can be moved around, maximized/minimized and closed all through the header bar of that window. info Changing pages, changing tabs, or closing Aegis Analytics altogether will close these windows. If you are still within the application and there are unsaved changes in a form on an open window, a separate popup will prompt you to save or discard these changes before closing the window ","version":"Next","tagName":"h2"},{"title":"Colors​","type":1,"pageTitle":"Getting Started","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/introduction#colors","content":"Throughout the application, we have many scores, metrics, and charts. For some of these, we convey additional information based on the color used for the number, box, etc. In general, blue scores can be seen as strong, green scores are moderate, and red scores need improvement. Consult the info rhino on a component for more specific score / % ranges for these scores. ","version":"Next","tagName":"h2"},{"title":"In-application Guidance​","type":1,"pageTitle":"Getting Started","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/introduction#in-application-guidance","content":"If at any time you need help with any section of the application, click on the "Info Rhino" next to each header to get a brief summary of the section and what information can be used from it. ","version":"Next","tagName":"h2"},{"title":"Provide Feedback​","type":1,"pageTitle":"Getting Started","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/introduction#provide-feedback","content":"If you spot a bug or have a suggestion/feedback, please click the "Contact Us" button located in the help menu, accessed by clicking the question mark button in the top right corner of your screen, to create a ticket for the Rhinoworks team. Fill out the form with as much detail as possible, any steps to recreate the problem, and any screenshots, screen recordings, or xer schedules. The more information we receive (especially for bugs/problems), the easier it is for us to recreate and solve. Several of the features in the last few releases of Aegis Analytics have come from user feedback, so if there is something we could add/change to make working with Analytics easier/better for you, please let us know! ","version":"Next","tagName":"h2"},{"title":"Focus Tab","type":0,"sectionRef":"#","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/focus-tab","content":"","keywords":"","version":"Next"},{"title":"Focus Areas​","type":1,"pageTitle":"Focus Tab","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/focus-tab#focus-areas","content":"In order to generate the analytics for individual codes, users must first select any number of the codes from the activity code filter in the Focus Area's header. tip Although the focus rows will populate as soon as you select codes from the filter, if you want them to save to show up by default every time you open this tab you must press the green save button.  Each code will have its own row in this component, with the initial view just having a few key pieces of information: the code's name, the milestone/task that marks the completion of this code, and the progress/qc/risk scores for the code. In order to show accurate information inside the focus area you must select the finish milestone you are tracking for each code (these auto-save on changes). Having the 3 scores show per-code can give great insight into problem areas of your project. info We auto-select the lastest milestone (if one exists in the code) or latest activity as the finish milestone for the code. This may not always be the activity you are tracking towards, so be sure to update it! Clicking on the summary bar for a code will expand to reveal the following components: Activity CompletionFloat ConsumptionDriving Path AnalysisQuality Control Review (if the project's Quality Calculation Method is default)DCMA 14-Point Assessment (if the project's Quality Calculation Method is DCMA)Index TrendingCritical Path Risk (uses first driving path)Critical Path Reliability (uses first driving path) Each of these components display the same information as they would on their respective tabs but for only activities/relationships (where applicable) within this code. In addition, the activity codes component allows for another sub-filter to filter for activities that are in both this focus area's code and the one you are selecting. ","version":"Next","tagName":"h2"},{"title":"Progress Tab","type":0,"sectionRef":"#","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/progress-tab","content":"","keywords":"","version":"Next"},{"title":"Project Completion Trending​","type":1,"pageTitle":"Progress Tab","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/progress-tab#project-completion-trending","content":" This chart plots the project's selected finish milestone's progress over time. The bars represent a difference in the current completion date of that update compared to the previous update's current completion date. The lines represent either Cumulative Performance, or Contract ∆, depending on the following: If your finish milestone has a constraint date assigned, the chart will track Period Performance, and Contract ∆. Period Performance: Calendar days gained/slipped from the previous updateContract ∆: Calendar days between the current completion date, and contract completion date If your finish milestone has no constraint date assigned, the chart will track Periodic and Cumulative performance, looking only at Current Completion date variances between schedules. ","version":"Next","tagName":"h2"},{"title":"Progress Trending​","type":1,"pageTitle":"Progress Tab","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/progress-tab#progress-trending","content":" The Progress Trending Component has 2 related sections: the current update summary and the Progress Trend chart. Planned Progress shows the progress of overall baseline duration as expected through the current data date. Actual Progress shows the progress of overall duration through the current completion. This reflects shifts in schedule dates which can be helpful to compare against the baseline plan. Comparison of specific activities can be seen in the Schedule Comparison Component. The Trend chart to the right plots the planned/actual progress values on a per-update basis, allowing you to see in which updates your project started to fall behind the plan and which updates your project got back on track (or got closer to it). ","version":"Next","tagName":"h2"},{"title":"Schedule Lookahead​","type":1,"pageTitle":"Progress Tab","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/progress-tab#schedule-lookahead","content":" This component lists the next activities planned to occur in the schedule. The default settings show the critical activities planned to occur in the next 30 days, but those can be changed on the fly via the toggle sliders on the right side of the Schedule Lookahead header. This chart is broken down into 2 panes, the activity information grid and the gantt bars that plot that activity's duration on the month-axis. You can adjust the sort order of the activities by clicking on the header you want to sort by in the left pane. The red line going through the gantt timeline shows the Data Date of the most recent update. tip Clicking on a bar in the right pane or row in the left pane will select that activity. Try using this feature to highlight specific tasks for a helpful visual cue when communicating with others about these activities! ","version":"Next","tagName":"h2"},{"title":"Milestones​","type":1,"pageTitle":"Progress Tab","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/progress-tab#milestones","content":"Similar to the Project Completion Trending graph this represents the selected milestones' progress over time; the y-axis shows the project gain or slippage in calendar days and the x-axis represents the schedule updates. Utilize the checkboxes in the grid to toggle on/off specific milestones in the trend chart. Deleted milestones in recent updates will show up in the chart but be marked 'Deleted'. You can edit which tasks/milestones are tracked anytime in Project Settings. ","version":"Next","tagName":"h2"},{"title":"Float Consumption​","type":1,"pageTitle":"Progress Tab","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/progress-tab#float-consumption","content":" The Float Consumption component tracks the percentage of activities that fall into the following categories of float: Negative Float: TF<0Critical Path Float: TF=0Near Critical Path Float: TF between 1-7Month Float: TF between 8-30Large Float: TF>30 This information is plotted for each update in the trend chart. The activities that make up the percentage number for this update are detailed in the grid below the trend chart. Use the toggle buttons above the chart or the legend items below the chart to toggle which line is visible in the trend chart, and by extension which activities show up in the grid. ","version":"Next","tagName":"h2"},{"title":"Performance Trending​","type":1,"pageTitle":"Progress Tab","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/progress-tab#performance-trending","content":" The Performance Trending component allows you to select any Activity Code type and chart its performance through each schedule update. You may save your selections for easy reference the next time you visit the component. You must select an activity code type from the dropdown for the activity codes within that type to appear below for selection. Individual activity codes can be toggled to show/hide on the chart. ","version":"Next","tagName":"h2"},{"title":"Activity Completion​","type":1,"pageTitle":"Progress Tab","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/progress-tab#activity-completion","content":" This Component tracks planned activity completion and actual activity completion for this update, as well as lookahead planned completion for 30/60/90 days from the data date. This information is broken down into four categories: Critical (Longest Path)Near CriticalNon CriticalTotal Planned activities are defined as the activities that were incomplete in the previous update, and had an early finish date on or before the current update's data date (or data date + 30/60/90 days for the lookahead). The planned and actual number of activities for each category are plotted as bars on the Last Period or Lookahead charts on the right. This chart is only visible when the selected view on the left is 'Overview' (it is by default). The 4 boxes below 'Overview' give each category's planned activity completion vs actual activity completion as a percentage and if you click one of those boxes, it changes the view to that category. Additionally, we added an option to track Activity Starts instead of Activity Finishes (or track both) via the toggle in the component header.  Editing the planned lookahead day timeframe requires the left slider to be set to 'Planned'. Since these are all future-looking, no activities will be completed, hence the boxes display activity counts per category instead of percentages  When the view is any one other than 'Overview' a grid replaces the Last Period or Lookahead charts. This grid outlines all activities that fall under the selected category that were planned to complete this update. Feel free to utilize the searchbar, activity code filter dropdown menu, and column sorting to get a more pinpointed view of activities planned to be completed in the selected timeframe. These filter changes will also be reflected in the Activity Completion Trending Chart. This grid can be exported to excel via the 'Export Activities' button in the top right of the component. tip The activity code filter lists all the activity subcodes within the overarching activity code types. You can select any amount of the activity subcodes within 1 activity type to filter the activities. ","version":"Next","tagName":"h2"},{"title":"Activity Completion Trending​","type":1,"pageTitle":"Progress Tab","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/progress-tab#activity-completion-trending","content":" The Activity Completion Trending component plots the data from the 4 category boxes in the Activity Completion component over each update. Clicking on a line in this chart's legend will hide all other category's lines and will select that category in the Activity Completion component. The reverse of this can be done by selecting a category in the Activity Completion component. Activities in the longest path are the most critical activities in a schedule, so the goal of 100% activity completion has been plotted on this trend chart. Generally when the critical activity completion starts to fall behind this value, the entire project starts to fall behind schedule, which is why we place so much importance on these activities. Likewise, Near Critical activities are almost as important as Critical ones, so we placed an 80% target completion for these. If there were no activities planned to complete in an update for a category, there will be a gap in that category's line for that update. This way, no updates are getting 100% completion credit if they didn't plan on completing any activities in that category, and likewise no updates are getting the penalized with a 0% completion mark.  If the selected view is 'All', the line tracked will be the totals for start/finish. ","version":"Next","tagName":"h2"},{"title":"Portfolio Page","type":0,"sectionRef":"#","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/portfolio-page/","content":"","keywords":"","version":"Next"},{"title":"Create a New Project​","type":1,"pageTitle":"Portfolio Page","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/portfolio-page/#create-a-new-project","content":"Click "New Project" (the plus icon) in the top right corner of the dashboard page to begin the New Project Workflow. From this workflow you will be asked to fill in basic information about the project as well as uploading the Baseline of the project to get started. ","version":"Next","tagName":"h2"},{"title":"Portfolio Banners​","type":1,"pageTitle":"Portfolio Page","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/portfolio-page/#portfolio-banners","content":"The top row of components between the navbar and the Projects Table are all part of a banner. There are 3 banners: the Project Analysis Banner, the Cost Analysis Banner, and the Risk Analysis Banner. Clicking the buttons on the far left will toggle which banner is selected; updating the components displayed and filtering the projects to only show the ones that meet the banner's criteria. info The Project Analysis Banner - denoted with an 'All' in the banner toggle - has no restrictions for projects, so if all the other filters are reset then the Projects Grid will show all projects you have access to. The Cost and Risk Banners apply a filter that only displayed cost-loaded or risk-tracking projects respectively. ","version":"Next","tagName":"h2"},{"title":"Project Analysis Banner​","type":1,"pageTitle":"Portfolio Page","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/portfolio-page/#project-analysis-banner","content":" This is the default active banner that can be identified based on all widgets in the banner having the Aegis blue background color for their headers. By taking a look at this banner, you can quickly identify an overview of how all projects in your portfolio are tracking, both by their progress and their health. By interacting with the individual cards, you can quickly fine tune the Projects Table to see these metrics for a more specific subset of your projects. Here is a rundown of the widgets that make up the Project Analysis Banner: Projects Summary​ The Projects Summary widget is meant to quickly let you know how many active projects you have, and how many of those active projects are missing an update. We are rather generous with our definition of missing an update, where a project will only be marked as such if the data date of the latest upload is 45+ calendar days old, so this can be taken a sign to upload a newer update to a project if one exists. tip You can always check which schedule files you have uploaded to a project, along with relevant dates, in the Schedules Tab on a project's detail page. These 2 widgets can also be clicked to apply a quick filter to the Projects Table. Example If you click the "Missing Updates" card, the card's background color will change from white to another color (in this case orange) to let you know this quick filter is active. The Projects Table will then have a temporary filter applied on it that sets the Project Type to Active and the Update Status to Missing. This then adjusts the projects showing in the Projects Table to be a subset of the ones it was previously showing that are missing and active. To go back to how the list was before, simply click on the "Missing Updates" card once more to remove the quick filter. Projects Breakdown​ This widget is a quick summary of the projects based on their update variance. These individual cards can also be clicked on to apply a quick filter. Portfolio Summary​ The Portfolio Summary component takes the Project Score, Progress Score, QC Score, and Risk Score for the latest update of every project currently showing in the Projects Table and averages them out per score. These scores are then also plotted for the last 6 months on a chart on the right, with the Project Score being selected by default. Clicking a different score's card will toggle the chart on the right. ","version":"Next","tagName":"h3"},{"title":"Cost Analysis Banner​","type":1,"pageTitle":"Portfolio Page","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/portfolio-page/#cost-analysis-banner","content":" This chart takes the last 6 months (with respect to the latest month from the displayed projects' data dates, inclusive) and compares the baseline planned cost with the actual cost for each project. The periodic data is aggregated in order to consider all projects currently showing in your grid. To get a more direct look at specific projects' cost data, utilize the Filters to view a subset of projects or go to the Cost Tab on an individual project dashboard. Costs Summary​ This section shows the number of cost-loaded projects that are currently active as well as the Current SPI, which is the average of the latest cumulative SPI for all projects showing. You may click the Active Cost-Loaded Projects button to apply a quick filter for the project table. Baseline Historic Performance​ This chart takes the last 6 months (with respect to the latest month from the displayed projects' data dates, inclusive) and compares the baseline planned cost with the actual cost for each project. The data is represented in a cumulative fashion in order to consider all projects currently showing in your grid. To get a more direct look at specific projects' cost data, utilize the Filters to view a subset of projects or go to the Cost Tab of an individual project. Periodic Remaining Costs​ The Periodic Remaining Costs chart is a forward-looking chart that takes the next 6 months (with respect to the month of the latest data date from the displayed projects) and charts the aggregate planned early and late remaining costs for each month. The average is calculated to be halfway between the early and late values. Cumulative Remaining Costs​ This chart takes the monthly data from the Periodic Remaining Costs Chart and aggregates the data in a cumulative fashion. You will notice this chart tends to converge together as you move right, which is because the closer you get to the end of your project, the less variability there will be in costs, as there are fewer tasks left to complete in order to finish the project. ","version":"Next","tagName":"h3"},{"title":"Risk Analysis Banner​","type":1,"pageTitle":"Portfolio Page","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/portfolio-page/#risk-analysis-banner","content":" The Risk Analysis Banner has a focus on projects that have risk metrics type 'Monte Carlo - Performance Factor' and 'Monte Carlo - Risk Register'. Here is a breakdown of the widgets inside this banner: Risk Summary​ This section is identical to the Projects Summary section on the Project Analysis Banner, except these metrics are for risk enabled projects and there is an additional card for Projects that slipped last period (similar to the Slipped from the Project Analysis' Projects Breakdown). Portfolio Risk​ The Portfolio Risk component is similar to the Project Analysis' Portfolio Summary but in this case we only show the Risk Score. Categories of Risk​ A new section, Categories of Risk charts three fields that are filled out in the form when creating risks in a risk register: the category of risk, the owner of the risk, and the status of the risk. These are combined across all risk enabled projects and plotted as percentages on the bar or as a table for quick comparisons. In addition, we have broken down your top 5 Risks by Status for easy viewing in a grid. Make sure to keep on top of these risks! Heat Map​ The Heat Map charts each risk from each project's risk register (from projects that use risk registers) based on its likelihood to occur and the impact that risk will have. There is a third dimension on this chart as well that counts the number of risks with the same likelihood/impact coordinate and makes the bubble larger when there are more risks with that coordinate (the total risks at that coordinate can be viewed by hovering over a bubble). ","version":"Next","tagName":"h3"},{"title":"Projects Table​","type":1,"pageTitle":"Portfolio Page","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/portfolio-page/#projects-table","content":"The Projects Table lists all projects that you have uploaded to Aegis Analytics, or all projects that you have the permissions to view within your company's hierarchy. Projects in the Project Table can be opened using the blue monitor button at the start of each row, which will bring you to the project's details page. To see a brief summary of the project, click anywhere else in the row to bring up the overview. Projects with a orange triangle in the top left of their row indicate that they are currently missing the most recent update. This can be quick filtered for by clicking "Missing Update" in the Project Summary Header Metrics. To see a more focused subset of projects in this list, utilize the Filter Menu, the searchbar, or one of the Quick Filters in the header banner. This table can be sorted by clicking on a column's header. Here are the different buttons available on the Project Table Component. ","version":"Next","tagName":"h2"},{"title":"View​","type":1,"pageTitle":"Portfolio Page","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/portfolio-page/#view","content":"When 'Table' is selected, what's visible is the project table and the option for the map as well. You can click anywhere in the project row to bring up the overview. When 'Gantt' is selected, the map and the ability to click in the project row to display the overview is disabled, instead a Gantt chart will appear. You may interact with the slider in between the table and the chart to adjust how much of the total width is occupied by the table versus the chart. You may also click the arrows above or below the slider to completely hide either the table or chart if you would like to view only one at a time. To undo this change simply find the arrow either to the right or left of the table depending on which side was minimized and click the arrow to bring both the table and chart back to view. ","version":"Next","tagName":"h3"},{"title":"Export Data (XLSX)​","type":1,"pageTitle":"Portfolio Page","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/portfolio-page/#export-data-xlsx","content":"To export the current list of projects to excel, simply press the 'Export Report' button located just to the right of the view selector. ","version":"Next","tagName":"h3"},{"title":"Maximize​","type":1,"pageTitle":"Portfolio Page","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/portfolio-page/#maximize","content":"To maximize the width of the Projects Table and hide the map, press the 'Maximize' button. This can be toggled back to the original view by pressing the button again. This is disabled when Gantt view is selected. We have also added a width slider between the Projects Table and the Map for temporary width adjustments. ","version":"Next","tagName":"h3"},{"title":"Layouts​","type":1,"pageTitle":"Portfolio Page","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/portfolio-page/#layouts","content":" You may create multiple saved portfolio layouts that will speed up the process of finding your desired projects. These layouts save your preferred filters, banner, project list view, data columns, and more! To get started, press the layout button located between the maximize and column selector buttons. This is the 'layout hub', which lists off all saved layouts on your account. Press the '+ New' button to open a window where you can configure every setting for the layout, give it a name, then save it. Alternatively, press the 'Quick-Save' button to quickly create a layout using the settings you currently have applied on the portfolio page after giving the layout a name. You may add as many layouts as you would like and edit/delete them at any time from the layout hub. The true magic comes from once you already have a few layouts configured and saved. Simply click on the name of the layout from the layout hub and voilà! All the filters/columns/banner/etc. settings you had saved to that layout get applied at once! This is a real time saver once you get it set up. ","version":"Next","tagName":"h3"},{"title":"Column Selector​","type":1,"pageTitle":"Portfolio Page","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/portfolio-page/#column-selector","content":"Clicking this button opens a dropdown with every available column for the Projects Table. You may select or deselect any column to focus on the data that is important to your projects. To reset back to the default shown columns simply select the Reset button, and you are good to go. ","version":"Next","tagName":"h3"},{"title":"Filters​","type":1,"pageTitle":"Portfolio Page","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/portfolio-page/#filters","content":" The filter menu allows you to set a new baseline filter set for the Projects Table. This can be used in combination with Quick Filters and the searchbar to quickly see only the projects you want to see. To see the filter menu, simply click the 'Toggle Filter Menu' button to the left of the 'Reset Filters' Button. To close the filter menu, press the same toggle filter button or you may hit the x on the popup window. The filters are broken down into 3 sections based on the type of filter they are: Project, Status, or KPI. The Project Filters are basic information filters, all of which were fields you filled out in the New Project Form. For Saas users, the client filter will display only the clients that have been tagged to a project and the company filter will display only the companies you have access to in your company's hierarchy. The default filter set has 'Archived' unchecked in the Project Type filter and if the banner is set to Risk Analysis then 'default' is unchecked from the Risk Metrics Type filter. Similarly, cost-loaded gets set to 'Yes' when on the Cost Analysis Banner. The Status Filters have a few different options on ways to view project statuses: The current status of the project, a comparison of the current update to the previous update to see if a project is improving or starting to fall behind, a more exact look at how behind your behind projects are compared to the baseline, and whether the latest update in Analytics for your project is current or old. note The Baseline Δ slider strictly compares current and baseline completion dates. In situations such as a covid delay pushing a previously on time or ahead project's completion x months, that project could show up in the negatives. This kind of situation is usually documented in the notes for the first impacted update, which can be viewed in the Schedules Tab of a project's detail page. KPI Filters are ways to quickly filter for projects that are at or below thresholds for each of the 4 scores we track in Aegis Analytics. You can click and drag to change the value to specific number or tap your left/right arrow keys when the slider is selected (or click the arrows next to the slider) to increment/decrement the value by 1 tick. If the slider value is anything other than the default 0-100, a chip will appear next to the label for the slider to indicate what range is currently being filtered for. Click the x on the chip to reset this filter back to 0-100. The header metrics/charts are all updated as you update the current filter set to reflect the change in projects in the Projects Table. Utilizing these filters is a powerful way to narrow down your portfolio to see specific groups of projects. If you find a filter combination you view often, don't forget to create a layout with this filter set so that you can come back to it in the future very easily. Quick Filter​ While the filter menu and searchbar create a new semi-permanent baseline set of filters (permanent until manually changed or reset), quick filters are temporary filters that are applied on top of the baseline set. These can be useful for quickly toggling between multiple views or for back and forth comparison without the need to open multiple tabs or windows. As an example scenario, lets say you are on the default banner and your team has just finished uploading the latest updates for their projects to Analytics. You can set the baseline filter set through the Filter Menu to make sure the Projects Table only shows projects for this team (in case you have access to other projects). Then you can use the quick filters in the header banner to quickly check if your team missed one (by clicking missing) or check which of these projects has slipped in the last period so you know which ones to pay special attention to this month, or even to see which have improved so that you can pat your team member on the back for getting the project closer to on track. tip If the 'Reset Filters' button is bright red (and not greyed out), that means there currently is a (or combination of) filter(s) applied to the Projects Table. If the project you are looking for is not showing up, simply press the 'Reset Filters' button to get the view back to default. You can then search for the project if you know its name, look for it on the map, or simply scroll down in the Projects Table until you find it. If it still isn't showing up, try including archived projects in the Project Type filter. If you still can't find it and are sure it has been added to Analytics, use the Contact Us Form to submit a ticket with our team. ","version":"Next","tagName":"h3"},{"title":"Google Maps Integration​","type":1,"pageTitle":"Portfolio Page","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/portfolio-page/#google-maps-integration","content":"On Project Creation, you will be asked to input your project's physical location (this can also be edited in a project's Project Settings window). This physical location will be mirrored on our Google Maps Integration. To hide the integration, click the Maximize button to the left of the Map Integration's header (this will maximize the Project List). This is also a setting on the Portfolio Layouts. Clicking on a marker is another way to access that project's detail page. ","version":"Next","tagName":"h2"},{"title":"Compare Tab","type":0,"sectionRef":"#","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/compare-tab","content":"","keywords":"","version":"Next"},{"title":"Comparison Report Summary​","type":1,"pageTitle":"Compare Tab","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/compare-tab#comparison-report-summary","content":" The Comparison Report Summary component by default has rows comparing the bordering updates from baseline to the most recent update. If you want to compare different update combinations you can click the 'Create Custom Comparison' button in the component's header. Custom Comparison In addition to comparing any 2 updates already on the project, this is a great way to compare some potential variation schedules in a 'what if' scenario. The columns in this table show the number of activity, date, progress, and logic changes between the updates. You can view more in depth by clicking the anywhere inside a row of your choosing.  This window goes into details on all the differences between the two updates in an easy-to-understand format. Clicking the different buttons on the left side will open up the corresponding table. In you prefer, you can export all of this information to excel by pressing the excel icon in this window or on the original table row. ","version":"Next","tagName":"h2"},{"title":"Quality Tab","type":0,"sectionRef":"#","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/quality-tab","content":"","keywords":"","version":"Next"},{"title":"Quality Control Score​","type":1,"pageTitle":"Quality Tab","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/quality-tab#quality-control-score","content":" This Section gives the current schedule update's quality score on a 0-100% scale in a gauge, and then plots that value for each update on the trend to the right. If your quality score is below 80%, please review it with the project team. note You can expect the baseline to have a lower quality score than the following updates. One of the reasons behind this is that in the baseline, there are typically a lot of large bar activities that will be broken down into plenty of smaller activities once the date gets closer. ","version":"Next","tagName":"h2"},{"title":"Quality Control Review​","type":1,"pageTitle":"Quality Tab","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/quality-tab#quality-control-review","content":" The scheduled Analysis component gives a detailed snapshot of all activities and all relationships in the latest schedule update. We have identified the major categories you would want to see activities grouped by and distributed these as selectable buttons on the left side of this component. Just like in many of our other components, selecting one will set that as the active view and update the grid on the right. The grid can be sorted and searched to find specific activities or relationships. Based on which category is selected, the columns that show up in the grid will change. We tailored these columns to show all information that would be relevant to analyzing activities/relationships in each category. In several columns and button selectors we added some visual indicators that can better help you identify things such as if an activity is start to start or finish to start without needing to check the schedule. ","version":"Next","tagName":"h2"},{"title":"Potential Schedule Issues​","type":1,"pageTitle":"Quality Tab","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/quality-tab#potential-schedule-issues","content":"There is an additional subset of buttons in the Quality Control Review component that are particularly problematic. These activities do not adhere to best scheduling practices and these relationships are not representative of the work that is actually occurring in the field. This may be another area to bring up with the project team. The QC Impact column shows how each potential schedule issue is affecting your projects QC score, so you can easily pinpoint the best steps to move forward. ","version":"Next","tagName":"h3"},{"title":"DCMA 14-Point Assessment​","type":1,"pageTitle":"Quality Tab","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/quality-tab#dcma-14-point-assessment","content":" The DCMA 14-Point Assessment is a tool that gives measurable criteria that can be periodically analyzed to ensure the health of a project schedule. This detailed analysis can help point out weak points in the schedule and can assist the project team in developing strategies to push through or give insight on things that need to be worked around in order to keep the project on time. info While the Quality Control Review component includes all activities (and relationships), the DCMA 14-Point Assessment only uses incomplete activities because it is forward-looking. This component uses the 14-point assessment to focus on critical areas of the schedule to predict potential issues down the road. Each of these 14 points have their own selectable button that gives more detailed information of the point, what it means, and which activities/relationships are a part of that point where relevant. ","version":"Next","tagName":"h2"},{"title":"What's New in 5.1","type":0,"sectionRef":"#","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/version-history/whats-new-5.1","content":"What's New in 5.1 The following new sections have been added: Cost BaselineReport Page LayoutsSchedule Compression The following sections have been edited: Quality Control ScoreQuality Control ReviewManage TabReports Tab Be sure to check out our Release Notes for more information! Also check out what's new for each update in our Version History Section.","keywords":"","version":"Next"},{"title":"Schedules Tab","type":0,"sectionRef":"#","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/schedules-tab/","content":"Schedules Tab The Schedules Tab is the hub for all schedules for this project. From this tab a dropdown will open that has three more schedule related pages. By default, when you open the Schedules Tab it will take you to the main Manage page. You can also choose to go to the Analysis page or the Reports page, and the current page name will be the dropdown label (or 'Manage' if on a non-schedules tab page) . More information on these tabs is below, be sure to check them out. ManageAnalysisReports","keywords":"","version":"Next"},{"title":"Risk Tab","type":0,"sectionRef":"#","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/risk-tab","content":"","keywords":"","version":"Next"},{"title":"Common Components​","type":1,"pageTitle":"Risk Tab","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/risk-tab#common-components","content":"There are a few common components on the risk tab regardless of which risk calculation method is set for this project. ","version":"Next","tagName":"h2"},{"title":"Index Trending​","type":1,"pageTitle":"Risk Tab","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/risk-tab#index-trending","content":" This component consists of 1 trend chart that tracks 2 metrics - Baseline Execution Index (BEI) and Critical Path Length Index (CPLI) - over each update. These metrics are used in several other calculations throughout the app, so they are pretty important. BEI tracks the number of completed activities to date against the number of activities which were projected to be completed in the baseline. CPLI indicates the probability of finishing a project on time. ","version":"Next","tagName":"h3"},{"title":"Critical Path Risk​","type":1,"pageTitle":"Risk Tab","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/risk-tab#critical-path-risk","content":" The Critical Path Risk component charts the first three paths (the Critical Path, secondary path, and tertiary path) in the projects as a function of their Total Floats (TF) over time. Analyzing the Critical Path and sub-critical paths provides valuable trending and stability information. It provides the Project management team a tool to evaluate its current and future forecasts. With each update, the Project will be provided trends which will give the team the ability to understand and prepare for current and potential Critical Path risk factors. ","version":"Next","tagName":"h3"},{"title":"Critical Path Reliability​","type":1,"pageTitle":"Risk Tab","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/risk-tab#critical-path-reliability","content":" Critical Path Reliability assesses the reliability of the critical path by measuring the consistency of the activities on the critical path and logic ties between them. The overall score for Critical Path Reliability is an average of the Activity Consistency and the Logic Consistency. Activity Consistency gauges if critical activities remain critical, with a zero indicating a total path change and 100 indicating an identical path between the schedules, after correcting for completed activities. Logic Consistency measures changes in the driving logic ties along the critical path of both the base schedule and the update. The values of the base logic and update logic are averaged for an overall Logic Consistency score. ","version":"Next","tagName":"h3"},{"title":"Monte Carlo - Performance Factor​","type":1,"pageTitle":"Risk Tab","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/risk-tab#monte-carlo---performance-factor","content":" For projects with Monte Carlo - Performance Factor selected as the Risk Calculation Method, an additional component is enabled on the Risk tab, titled 'Monte Carlo Simulation'. The Performance Factor utilizes as-built performance data to determine the likelihood of finishing on or before the schedule's current completion date. The standard metric used for this is the P85 date, which is the probabilistic date that predicts with an 85% certainty the project will finish on or before the determined date. You can view more probabilities and dates in the Monte Carlo Simulation as long as your project has 4+ Update schedules uploaded. You can also configure the pf codes on the right to include or exclude certain codes to get an updated p85 output based on the selected activity codes. The P85 date comes from the probability line on the Monte Carlo simulation, which can be derived from the hits bars on the same chart. We run 10000 simulations for each Monte Carlo to determine the most accurate p85. The date chosen as the p85 will be highlighted with a blue column in the chart. To the left of the chart you can compare this p85 date with the current completion date of the schedule. If these dates are far apart, you might want to take a further look at other risk factors in your project to see if they are going to play a larger role in shifting dates than you expected initially. To adjust global impact settings, see Project Settings. ","version":"Next","tagName":"h2"},{"title":"Monte Carlo - Risk Register​","type":1,"pageTitle":"Risk Tab","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/risk-tab#monte-carlo---risk-register","content":" Monte Carlo - Risk Register risk calculation method projects get all the previously mentioned components with the addition of a new one called the 'Risk Register'. The Monte Carlo Simulation component also gets a few modifications for these projects. ","version":"Next","tagName":"h2"},{"title":"Top Risks​","type":1,"pageTitle":"Risk Tab","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/risk-tab#top-risks","content":" If your Risk Register has more than 5 risks in it then the Top Risks section appears just above the risk register component. The goal of this section is to list off the five risks with the highest values in each of these categories: ProbabilityPre-Mitigation Activity ImpactRisk Score Generally the higher up on these grids a risk appears, the more attention should be paid towards it. ","version":"Next","tagName":"h3"},{"title":"Risk Register​","type":1,"pageTitle":"Risk Tab","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/risk-tab#risk-register","content":"The Risk Register allows the project team to log and track potential Risks to the project. To add a risk to the register, press the 'Add New Risk' button in the header and follow the workflow in the newly opened window. This workflow has many required fields and some optional ones are what determine their eligibility to be seen in the Monte Carlo Simulation. Some dropdown fields allow you to create custom options on the spot. If you want to edit these custom options or create a bunch all at once for this project, go to the Risk Settings tab in the Project Settings window.  In the last tab of the Risk Register form, you have the opportunity to tag a risk to specific activities. Utilize the filter system at the top to show only the activities you are interested in, then click in the ‘Tag' column to tag this risk to that activity. Likewise, if you want to tag all activities that are currently showing in the grid, press the ‘Tag All' button ('Untag All' does the reverse). To untag an activity click the Tag column again. The Risk ID is displayed in the 'Tag’ column to identify activities with multiple Risks assigned. Once you have entered all required form fields, the save button will be enabled. Save the risk for it to show up in the Risk Register and, if applicable, in the Monte Carlo Simulation (requires risks with Pre-Mitigation Activity Impact, and tagged activities). If you are not finished with the form and would like to save your progress, simply save this risk as a draft. Draft risks will show up in the Risk register with a blue row and will be excluded from all calculations until they are completed. Another option for getting your risks into the Risk Register is to import them. To do this, press the 'Import' button in the header and follow the directions in the import window. danger All imported risks will be marked as draft risks. Make sure to edit and save them to include them in calculations and possibly give them eligibility for Monte Carlo Simulations. You can edit an already created risk (draft or otherwise) by pressing the pencil icon in the Risk Register Actions column. In the same column there are options to create a new risk by duplicating this one (for fast creation of similar risks) or deleting a risk. Can't see enough risks on this page? Click the button in the top right of the component to expand the risk register to a fullscreen view. Since there is more screen real-estate, by default all columns are selected in fullscreen view. Press the button again to return to the default view. The columns that appear in the Risk Register are the same ones from the form (and have similar header groupings to the tabs in the form), but they can be customized for this project by visiting the column selector in the header. You can also apply column level filters or utilize one of our provided quick filters (located in the header) to trim the list of risks temporarily. The current list of risks (including ones on other pages) can be exported to excel at any time by utilizing the 'Export Report' button in the header. Core Risk​  Core Risk is a new risk type that is identical to Risk Register in functionality but less rigid in requirements. This risk calculation method is useful for projects that have lots of risks to track due to simple method of adding them to the project's risk register (the only required field is the name). You can set your project to use core-risk through the Project Settings Risk Tab. ","version":"Next","tagName":"h3"},{"title":"Monte Carlo Simulation Differences​","type":1,"pageTitle":"Risk Tab","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/risk-tab#monte-carlo-simulation-differences","content":"This component looks a bit different from the Performance Factor version. The main content differences are the Monte Carlo Simulation Chart is moved to the right, and data is now categorized by Pre- and Post-Mitigation. This difference allows the project team to easily see the difference their proposed mitigation strategies will make. By checking different combinations of risks and calculating, you can easily determine priorities for risks to focus on in order to complete the project by a target date. Risks with an identified Activity Impact that are tagged to at least one activity in the schedule will be available for selection in the Monte Carlo simulation grid located in the middle of the component. The schedule impact and mitigation impact will only appear for the risks that were checked during the last calculation. note With version 4.0 of Aegis Analytics, we have the fastest speeds yet for our Monte Carlo simulations. If your project still says it is calculating after 5-10 minutes, contact the project team to have it checked out or submit a ticket. Projects with large activity counts (2500+) can take up to 5 minutes to calculate. ","version":"Next","tagName":"h3"},{"title":"Analysis","type":0,"sectionRef":"#","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/schedules-tab/analysis","content":"","keywords":"","version":"Next"},{"title":"Schedule Impact Analysis​","type":1,"pageTitle":"Analysis","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/schedules-tab/analysis#schedule-impact-analysis","content":" The Schedule Impact Analysis component helps quantify the effects of progress, or changes in the project's schedule between two updates. All updates are shown on the table, with data dates and current completion dates, along with the impact of Progress/Logic changes displayed in calendar days. Progress: Impact to the schedule based on Progress OnlyLogic: Impact of all other changes in a schedule, including additions, deletions, and logic changes ","version":"Next","tagName":"h2"},{"title":"Driving Path Analysis​","type":1,"pageTitle":"Analysis","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/schedules-tab/analysis#driving-path-analysis","content":" In this component you can view the driving path to any interim milestone or activity. Just make your selection in the dropdown on the top right of the component, and the path will be calculated in real-time. This data can also be exported to Excel. ","version":"Next","tagName":"h2"},{"title":"Critical Path Comparison​","type":1,"pageTitle":"Analysis","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/schedules-tab/analysis#critical-path-comparison","content":" This component utilizes a gantt chart displaying the critical path for the project up until the finish milestone. By choosing 2 updates in the Update Selector located in the header, you can compare any changes in the critical path. Clicking specific activities in the grid will filter the grid for only that activity and select it for viewing convenience. To undo this, click on the activity again. There is a toggle button located in the header that allows you to quickly expand/collapse all update bars. By default, the latest 2 updates will be selected (if the project is past the baseline). The red line going through the gantt timeline shows the Data Date of the most recent update. note If the selected activity doesn't appear in the other update then it could be due to one of several factors including (but not limited to) losing its criticality (Remember this gantt chart is only displaying activities on the critical path!)being given a new activity code (we use activity codes to match the activities between updates)the path changingactivities being added to the schedule ","version":"Next","tagName":"h2"},{"title":"Schedule Comparison​","type":1,"pageTitle":"Analysis","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/schedules-tab/analysis#schedule-comparison","content":" The Schedule Comparison component allows you to visually compare 2 consecutive schedules uploaded to your project dashboard. While reviewing the comparison, you can show/hide relationship arrows, toggle critical/all activities, select schedules to compare, and review changes found in the comparison. Changes available in the Schedule Comparison component include: Additions (added activities)Duration (change in activity durations)Progress (activities progressing ahead/behind schedule)Constraint (activities with changed constraints)Logic (activities with logic changes) ","version":"Next","tagName":"h2"},{"title":"Schedule Compression Trending​","type":1,"pageTitle":"Analysis","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/schedules-tab/analysis#schedule-compression-trending","content":" This component is a trend chart that tracks 2 metrics, Update Schedule Compression Index and Baseline Compression Index. There is a table below with more values that go into calculating Compression as well as fields to easily keep track of your updates' timeline. Activities per day is a ratio based on the number of remaining activities and remaining duration of the project. Each update will have either a green color if the Schedule Compression Index is < 100% or red if greater than 100%. Interpretation of the Schedule Compression Index Values (SCI): SCI = 100%: The number of activities per day is remaining consistent. SCI < 100%: The number of remaining activities per day is decreasing. SCI > 100%: The number of remaining activities per day is increasing. Schedule Compression Trending is a very useful component that can be monitored to decide whether efforts should be made to shorten the projects schedule. ","version":"Next","tagName":"h2"},{"title":"Getting Started with Aegis LogIt!","type":0,"sectionRef":"#","url":"/rhinodocs-stage.github.io/docs/aegis-logit/introduction","content":"Getting Started with Aegis LogIt!","keywords":"","version":"Next"},{"title":"What's New in 5.0","type":0,"sectionRef":"#","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/version-history/whats-new","content":"What's New in 5.0 The following new sections have been added: Cost TabCost Analytics BannerPortfolio Page LayoutsOverview TabReports TabAnalysis Tab The following sections have been edited: Project Completion TrendingMilestonesProject Page Tab Selector Be sure to check out our Release Notes for more information! Also check out what's new for each update in our Version History Section.","keywords":"","version":"Next"},{"title":"Reports","type":0,"sectionRef":"#","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/schedules-tab/reports","content":"","keywords":"","version":"Next"},{"title":"Gantt Overview​","type":1,"pageTitle":"Reports","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/schedules-tab/reports#gantt-overview","content":" The Reports Page features Gantt data for all activities from the most recent update. On the table to the left there are a variety of important columns that can be configured in the Column Selector. To the right there are gantt bars that greatly helps visualize the timeline of your project's activities. The red line going through the gantt timeline shows the Data Date of the most recent update. ","version":"Next","tagName":"h2"},{"title":"Filter Menu​","type":1,"pageTitle":"Reports","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/schedules-tab/reports#filter-menu","content":"This button opens a window that allows you to apply multiple layered filters to your project. Add multiple filters within filter groups to really nail down the specific activities you are looking for. These filter options are also included as part of the Report Form, where we go over an example of the filters in action. ","version":"Next","tagName":"h2"},{"title":"Group By​","type":1,"pageTitle":"Reports","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/schedules-tab/reports#group-by","content":"An individual window that can be used to apply groupings to your project's activities by either activity codes or wbs. Further description and images are in the Report Form ","version":"Next","tagName":"h2"},{"title":"Choose Columns​","type":1,"pageTitle":"Reports","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/schedules-tab/reports#choose-columns","content":"Column selector for fields visible in the gantt chart's left pane. It is also available as an option in the Report Form. ","version":"Next","tagName":"h2"},{"title":"Report Center​","type":1,"pageTitle":"Reports","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/schedules-tab/reports#report-center","content":" The Report Center is the hub to manage your report templates and batch-export to PDF multiple reports or even entire folders. The buttons at the bottom of the window allow you to: create new folders (personalized collection of reports)create new reports (templates used to display different activities/relationships in the gantt chart)quick save (save currently displayed gantt layout as a new report template)Add multiple reports to a folder (Requires report checkbox selection)export to pdf (batch export all selected reports to your email after a few minutes. Requires report checkbox selection) ","version":"Next","tagName":"h2"},{"title":"Report Window​","type":1,"pageTitle":"Reports","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/schedules-tab/reports#report-window","content":" The Reports window combines all transformation options for the gantt chart into one window to be used as a form. You can press the apply button to see your changes first before saving your report or save the report to add it to this project's Report Center. If you got to this window through an edit icon click, clicking save will update that report's values instead. The general options require a name for the report for your own identifying purposes (reports are tied to projects, so everyone with access to the project can see the report name). Additionally, there are options to base this report on previously created reports (functions like the duplicate button) and 2 management options: Add to Favorites and Add to Folder. These two are more for organizational purposes to either make this report show up in the Favorites Menu or inside a specific folder in the Report Center respectively. Relationships Toggle​ Simple toggle to show/hide the relationships arrows on the gantt bars with the default being hide. Criticality Toggle​ Simple criticality toggle with options to display all activities or only critical activities with critical being the default. Visible Columns​ The same column selector as seen here. By default, the first 7 columns will be checked and visible. All columns, except for the activity ID, can be unchecked to hide or checked to display. Filters​  A 'Gantt Filters' window will appear when this button is clicked that can help narrow down your chart to see the activities you desire. You can add as many groups which consist of as many filters as needed. The buttons 'And' or 'Or' can be selected for each group which will allow you to create powerful and specific filters to match your ambitions. info For this example from the above screenshot, the filtered activities that would show up after hitting apply will be activities that either have an ID equal to 'SUB-1170' OR have a status equal to 'Complete' AND an activity name equal to 'Project Complete'. As you can see, utilizing groups and changing the and/or logic lets you create filters that can showcase complex subsets of activities, allowing you to quickly make visual aids for meetings and presentations. Grouping​ You can group activities by WBS or by Activity Codes, so you can easily view all your tasks in the format you prefer. Simply select either 'WBS' or 'Activity Codes' to enable your desired grouping method. You may collapse or expand any of these sections to help visualize how each group is performing. The grouping row is distinctive by its dropdown icon and highlighted color. You can view aggregate values for all activities within the group such as overall start and finish dates for the entire group, or the total remaining duration. We provide a default color scheme for easier visibility to differentiate grouping levels but you can easily customize these colors for you project by clicking on the color and selecting a new one in the grouping section. Grouping by WBS​  This feature allows you to group your project's activities based on their WBS Codes. Select the maximum depth level you want the grouping to go through, or press the 'All' button to select all levels. We included the WBS tree (accessible through the button on the top left of Options) where you can collapse/expand and see exactly what each level includes to aid your grouping decision. Grouping by Activity Codes​  This feature allows you to group your projects activities based on their Activity Codes. You may select multiple activity codes by clicking the arrow buttons to add Activity codes to the 'Group By' section. Use the up and down arrows within the 'Group By' section to reorder the grouping levels as needed. The above screenshot showcases adjustments to the grouping level colors. ","version":"Next","tagName":"h3"},{"title":"Favorite Reports​","type":1,"pageTitle":"Reports","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/schedules-tab/reports#favorite-reports","content":"When clicked, the Favorite Reports button will open a small menu displaying all favorite reports and a few buttons. These buttons redirect you to the report center (maybe to adjust which reports are your favorites), add a new report, quick-save a new report with the current gantt settings, and close the menu. You can also quickly edit/duplicate/delete favorite reports with the icons in the report list. danger Deleting a report completely removes all traces of it from this project permanently. If you meant to just remove a report from your favorites list, you can do so by opening the report center and clicking the star next to the desired report. ","version":"Next","tagName":"h2"},{"title":"Collapse/Expand One Level​","type":1,"pageTitle":"Reports","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/schedules-tab/reports#collapseexpand-one-level","content":"These two buttons are only enabled when a WBS or Activity code grouping is applied. These buttons make it easy to collapse or expand one grouping level at a time. The expand or collapse button will be disabled if you have fully expanded or collapsed all possible levels respectively. ","version":"Next","tagName":"h2"},{"title":"PDF Export​","type":1,"pageTitle":"Reports","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/schedules-tab/reports#pdf-export","content":" Download the current gantt display into a PDF. Additionally, the pdf will display the project name, update name, and update date on the top of your pdf image. ","version":"Next","tagName":"h2"},{"title":"Organizations and Licenses","type":0,"sectionRef":"#","url":"/rhinodocs-stage.github.io/docs/rhinoworks-account/orgs-licenses","content":"","keywords":"","version":"Next"},{"title":"Licenses and Access Credentials​","type":1,"pageTitle":"Organizations and Licenses","url":"/rhinodocs-stage.github.io/docs/rhinoworks-account/orgs-licenses#licenses-and-access-credentials","content":"When you login to your account, you are associated with your Organization's license. This allows you to get access to organization programs and data easily without needing to submit additional access requests. Licenses and Seats are managed by your Organization Administrator. ","version":"Next","tagName":"h2"},{"title":"Switching Organizations​","type":1,"pageTitle":"Organizations and Licenses","url":"/rhinodocs-stage.github.io/docs/rhinoworks-account/orgs-licenses#switching-organizations","content":"To switch organizations, select "Switch Company" under the Company Card and then select the Organization you wish to switch to. Please note that if you do not belong to multiple organizations, you may not see this option on your account page. ","version":"Next","tagName":"h2"},{"title":"Viewing Licenses​","type":1,"pageTitle":"Organizations and Licenses","url":"/rhinodocs-stage.github.io/docs/rhinoworks-account/orgs-licenses#viewing-licenses","content":"To view active licenses for your company, Select "Your Apps" under the Apps Card. License information including seat usage, compliancy, and expiration can be viewed from this screen. ","version":"Next","tagName":"h2"},{"title":"Viewing Billing Details and Information​","type":1,"pageTitle":"Organizations and Licenses","url":"/rhinodocs-stage.github.io/docs/rhinoworks-account/orgs-licenses#viewing-billing-details-and-information","content":"Purchase a license to Aegis Analytics for your organization at https://rhino.works/analytics/pricing. For Primavera licenses, please visit https://www.consultaegis.com/technology/oracle-primavera/ ","version":"Next","tagName":"h2"},{"title":"Version History","type":0,"sectionRef":"#","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/version-history/","content":"","keywords":"","version":"Next"},{"title":"v5.3 - Feb 2025​","type":1,"pageTitle":"Version History","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/version-history/#v53---feb-2025","content":"Schedule ImportsActivity Completion All ViewLayout Tab SettingsFocus TabQuality Control SettingsDriving Path Analysis Component ","version":"Next","tagName":"h2"},{"title":"v5.2 - October 2024​","type":1,"pageTitle":"Version History","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/version-history/#v52---october-2024","content":"Schedule ImportsSync SettingsLayout Tab SettingsComponent-Specific NotesCore RiskReport CenterCompare TabPerformance Trending ComponentDriving Path Analysis ComponentActivity Start TrackingProgress Trending AdjustmentsFocus Tab ","version":"Next","tagName":"h2"},{"title":"v5.1 - August 2024​","type":1,"pageTitle":"Version History","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/version-history/#v51---august-2024","content":"Cost BaselineReport Page LayoutsSchedule CompressionRevised Quality Control ScoreQuality Control Review ChangesManage Tab ChangesReports Tab Changes ","version":"Next","tagName":"h2"},{"title":"v5.0 - June 2024​","type":1,"pageTitle":"Version History","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/version-history/#v50---june-2024","content":"Cost TrackingSchedule Impact AnalysisOverview Tab & Expanded Schedules TabsReports (Gantt)Updated PDF ExportPortfolio Page GanttPortfolio Page Layouts & Column Selector ","version":"Next","tagName":"h2"},{"title":"v4.1 – February 2024​","type":1,"pageTitle":"Version History","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/version-history/#v41--february-2024","content":"Progress TrendingActivity Completion - Activity Code FilterActivity LookaheadSchedule Comparison GanttRe-BaselineKnowledgebaseViewer Accounts ","version":"Next","tagName":"h2"},{"title":"v4.0 – October 2023​","type":1,"pageTitle":"Version History","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/version-history/#v40--october-2023","content":"Company Settings & Org StructureAccount System OverhaulProject Settings WindowMulti-Schedule XERsWorker OptimizationsScore SettingsUpdate Reports ","version":"Next","tagName":"h2"},{"title":"v3.1 – May 2023​","type":1,"pageTitle":"Version History","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/version-history/#v31--may-2023","content":"UI OptimizationTab Header RedesignSchedule Lookahead GanttFloat ConsumptionExecutive Summary PDF ","version":"Next","tagName":"h2"},{"title":"v3.0 – February 2023​","type":1,"pageTitle":"Version History","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/version-history/#v30--february-2023","content":"Risk RegisterPortfolio Risk BannerExcel ExportsActivity Completion Data Tables ","version":"Next","tagName":"h2"},{"title":"v2.1 – November 2022​","type":1,"pageTitle":"Version History","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/version-history/#v21--november-2022","content":"DCMABackend OptimizationAccount SystemQuality Control Review (QC) ","version":"Next","tagName":"h2"},{"title":"v2.0 – September 2022​","type":1,"pageTitle":"Version History","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/version-history/#v20--september-2022","content":"Milestone TrackingMonte Carlo (PF)Risk TabSchedules TabUI Redesign ","version":"Next","tagName":"h2"},{"title":"Manage","type":0,"sectionRef":"#","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/schedules-tab/manage","content":"","keywords":"","version":"Next"},{"title":"Schedule Updates​","type":1,"pageTitle":"Manage","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/schedules-tab/manage#schedule-updates","content":" This component houses a grid of schedule updates that have been uploaded to this project. You can customize the columns that show up in the grid by using the column selector button in the header. At any time, you can download the update file that was used for an upload by pressing the link to the file in the grid or you can download the grid in an excel report by pressing the 'Export Report' button in the header. The black line and ® denote that this schedule has been rebaselined at Update 4. The $ to the right of the update name indicates that this update is the Cost Baseline. To toggle Cost Baseline and re-baseline on/off for an update, visit the Edit Notes, Finish Milestone, Cost Baseline, and Re-Baseline popup by pressing the pencil icon. ","version":"Next","tagName":"h2"},{"title":"Soft Add / Soft Delete​","type":1,"pageTitle":"Manage","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/schedules-tab/manage#soft-add--soft-delete","content":"By pressing the 'Add Schedule Updates' button in the header, you can 'soft add' 1-5 updates to this project. They will show up in the schedules grid with a green background color on the row. To 'soft delete' an update, press the trash icon at the end of the update's row in the schedules grid. This change will be denoted with a red background color in the row of the update you are deleting. To undo this action, press the undo button that has replaced the trash icon. Soft added updates will be sorted into the grid based on the update's data date, so no need to worry about the order when adding multiple updates via the Bulk Add Update Form (which is opened by clicking the 'Add Update' button). Once you are satisfied with the soft changes, press the blue save button in the top right corner of the component to commit these changes. tip This means that replacing a schedule in the middle of the project is as easy as soft deleting the bad update, uploading a replacement file, and pressing save! Import/Sync​  Other tabs on the 'Add Schedule Updates' form include the Import tab and the Sync tab. Just like in the Project Settings or the New Project Form, these tabs allow you to set up a sync schedule or import project files from a database connection. ","version":"Next","tagName":"h3"},{"title":"Edit Notes, Finish Milestone, Cost Baseline, and Re-Baseline​","type":1,"pageTitle":"Manage","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/schedules-tab/manage#edit-notes-finish-milestone-cost-baseline-and-re-baseline","content":" To edit the notes for an update, simply press the pencil icon in the schedules grid. A window will pop up with some text areas to input critical path notes and/or Impacts / Issues / TIA Notes. If you filled out the notes sections of the Add Baseline Form, the New Project Form, or the Bulk Upload Form for this update, those notes will show up here. Additionally, you may use the top dropdown to adjust the finish milestone for any update. There is a switch in the top right corner of this popup that allows you to mark this schedule as the Cost Baseline. This will have all cost calculations and metrics throughout the Cost tab use this update as the baseline. If this toggle is disabled it means this update does not have cost data and can not be used as a Cost Baseline. The $ to the right of the update name will be black to show the current cost baseline, and if you make any changes there will be a red or green colored $ to show what was or will be the cost baseline if you were to save changes. Right below the Cost Baseline toggle is another toggle that allows you to mark this schedule as re-baselined at this update. This will allow you to keep previous updates in the project page for historical records, but have all calculations and metrics throughout Aegis Analytics reference the latest re-baseline as the new baseline. It is important that when you re-baseline, you also update the finish milestone selection. Once you are satisfied with your notes and finish milestone edits, you must close the edit notes window by pressing 'Ok' and commit the changes by pressing the same blue save button you use to commit soft adds/deletes. If an update has notes attached to it already, the pencil icon will be blue. danger If you do not commit the changes via the green save button, your changes will be lost! ","version":"Next","tagName":"h3"},{"title":"Update Report​","type":1,"pageTitle":"Manage","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/schedules-tab/manage#update-report","content":"By clicking the icon in the report column of the schedules grid, a window will pop up with a report of that update. If you clicked the wrong update's report icon, or with to view multiple in succession, utilize the arrow icons at the bottom of the report to cycle between updates. The report consists of various numbers, dates, metrics, and charts from other tabs of the Project's detail page. The advantage of this is that you can gleam information about past updates in a consolidated form without having to check every component across the detail page and without having to remove updates to see certain values for past updates. The details of the baseline report differ slightly from the other updates' reports because some metrics used in non-baseline updates are not relevant in the baseline and some important points in the baseline no longer remain relevant at update 1 onwards. You can export this report as a pdf by pressing the 'Export (.PDF)' button at the bottom of the report. You can also flip the report to see and edit the notes for this update without having to close the report. Simply press the flip button in the bottom left corner of the report. When you upload updates to a project successfully, the update reports for those updates will open up regardless of what tab you are on for quick review. ","version":"Next","tagName":"h3"},{"title":"Add Baseline Form​","type":1,"pageTitle":"Manage","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/project-page/schedules-tab/manage#add-baseline-form","content":"If you delete all schedule files from a project, the Schedule Updates component will be replaced with a button that tells you to upload a baseline. Click the button and fill out the form to continue using this project's detail page. The add baseline form is similar to the New Project Form. ","version":"Next","tagName":"h2"},{"title":"What's New in 5.3","type":0,"sectionRef":"#","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/whats-new-5.3","content":"What's New in 5.3 The following new sections have been added: Layout Tab SettingsActivity Completion All ViewFocus TabQuality Control Settings The following sections have been edited: Driving Path Analysis Component Be sure to check out our Release Notes for more information! Also check out what's new for each update in our Version History Section.","keywords":"","version":"Next"},{"title":"Account Settings","type":0,"sectionRef":"#","url":"/rhinodocs-stage.github.io/docs/rhinoworks-account/settings","content":"","keywords":"","version":"Next"},{"title":"Company Structure​","type":1,"pageTitle":"Account Settings","url":"/rhinodocs-stage.github.io/docs/rhinoworks-account/settings#company-structure","content":"The company structure chart shows the parent child relationship between all companies in your organization. You may collapse/expand the children from any node by the minus/add button right under a company. You may click the 3 dots to the right of a companies name to edit, delete, or add a new company. ","version":"Next","tagName":"h2"},{"title":"Accounts​","type":1,"pageTitle":"Account Settings","url":"/rhinodocs-stage.github.io/docs/rhinoworks-account/settings#accounts","content":"The accounts table shows all accounts associated with the selected company from the Company Structure component, and you can also filter this table more by clicking a project in the Projects table. You may click the blue pencil icon on the rightmost column to assign/edit the projects assigned to each user as well as editing what companies the user belongs to. ","version":"Next","tagName":"h2"},{"title":"Projects​","type":1,"pageTitle":"Account Settings","url":"/rhinodocs-stage.github.io/docs/rhinoworks-account/settings#projects","content":"The projects table works exactly the same as the accounts table where the projects shown are based on the selected company and can be narrowed by selecting an account. You can collapse/expand clients via the black caret icon on the leftmost side. You may click the blue pencil icon on the rightmost column to edit clients or projects. ","version":"Next","tagName":"h2"},{"title":"What is a Rhino.works Account?","type":0,"sectionRef":"#","url":"/rhinodocs-stage.github.io/docs/rhinoworks-account/introduction","content":"","keywords":"","version":"Next"},{"title":"How to obtain an account​","type":1,"pageTitle":"What is a Rhino.works Account?","url":"/rhinodocs-stage.github.io/docs/rhinoworks-account/introduction#how-to-obtain-an-account","content":"For the general public, visit https://account.rhino.works and select "Register" at the bottom of the page. Once you register, a verification e-mail will be sent to you. Please click the link in the activation e-mail to complete your account registration. Aegis Staff "Aegonians" Aegonians do not need to register for a Rhino.works account. Simply click "Login with SSO" and you will be directed to the Aegonian sign in portal powered by Microsoft. Organization Administrator or Representative? Please see the Organizations and Licenses Page for more information on getting access to our products for your Organization ","version":"Next","tagName":"h2"},{"title":"Completing your profile​","type":1,"pageTitle":"What is a Rhino.works Account?","url":"/rhinodocs-stage.github.io/docs/rhinoworks-account/introduction#completing-your-profile","content":"Once you create an account, you will be asked some questions to finalize your profile. This will include creating an organization (if not already assigned) and verifying basic contact details. If the "Organization Name" field is greyed out, your account has been automatically assigned to an organization by an administrator. ","version":"Next","tagName":"h2"},{"title":"What's New in 5.2","type":0,"sectionRef":"#","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/version-history/whats-new-5.2","content":"What's New in 5.2 The following new sections have been added: Schedule ImportsSync SettingsComponent-Specific NotesCore RiskReport CenterCompare TabPerformance Trending ComponentDriving Path Analysis ComponentActivity Start Tracking (Built into the Activity Completion Component) The following sections have been edited: Progress Trending Be sure to check out our Release Notes for more information! Also check out what's new for each update in our Version History Section.","keywords":"","version":"Next"},{"title":"Scores / KPIs","type":0,"sectionRef":"#","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/scores-kpis","content":"","keywords":"","version":"Next"},{"title":"Project Score​","type":1,"pageTitle":"Scores / KPIs","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/scores-kpis#project-score","content":"The Project Score is the overall score, and is calculated as an average of three sub-scores: Progress Score, QC Score, and Risk Score. ","version":"Next","tagName":"h2"},{"title":"Progress Score​","type":1,"pageTitle":"Scores / KPIs","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/scores-kpis#progress-score","content":"The Progress Tab houses the components that contribute to the Progress score which, like the name implies, is a measure of the progress of your project as of the current update. Some key contributors to this score are the Float Consumption component (specifically the Baseline Variance and Previous Update Variance) and the Activity Completion Ratios which are weighed by criticality. ","version":"Next","tagName":"h2"},{"title":"QC Score​","type":1,"pageTitle":"Scores / KPIs","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/scores-kpis#qc-score","content":"The QC Score focuses on the quality of the schedule. The maximum QC score is 100%, and points are deducted for potential schedule issues, which are located on the Quality Tab. For the default QC Score Calculation Method, points are deducted from this score for: High Duration Activities with Remaining Duration > 44 Days High Float Activities with Total Float > 80 + Critical Float Days Start-to-Start/Finish-to-Finish (SS/FF) with problematic lags SS Relationships with lags become problematic when the lag duration > RD of the incomplete predecessor OR when the lag duration > OD of complete predecessor Open Start/Finish Open Start - an activity’s only predecessors are FF relationshipsOpen Finish – an activity’s only successors are SS relationshipsIf an activity has any FF or FS relationship in addition to the SS successor relationship it is not an open condition Missing Predecessors or Successors No deduction for start/finish milestones Negative Lags May affect logic/critical path Finish-to-Start (FS) with Lags May overstate risk in the schedule Hard Constraints Overrules logic/scheduled dates, incompatible with Monte Carlo simulations Out of Sequence Activities completing or starting before predecessors Logic Density Relationships/Activities Start-to-Finish (SF) Relationships Should the QC Score Calculation Method be set to DCMA, the score is based on the amount of tests passed out of the amount of tests available for this update/project (tests can be deselected in the Quality Tab in Project Settings) ","version":"Next","tagName":"h2"},{"title":"Risk Score​","type":1,"pageTitle":"Scores / KPIs","url":"/rhinodocs-stage.github.io/docs/aegis-analytics/scores-kpis#risk-score","content":"The Risk Tab encompasses the components that play a part in determining the Risk Score. This score utilizes forward-looking components to give a warning of potential risks in the remainder of your project. The Risk Score utilizes these four components by default: CPLI CPLI < 1 indicates that the schedule is progressing inefficiently with regard to the completion date BEI BEI < 1 indicates that the activities are not completing as planned in the baseline schedule Critical Path Reliability Critical Path Reliability measures the consistency of the activities on the critical path and logic ties between them. The overall score is an average of the sub-scores:Activity Consistency - gauges if activities remain critical, with a zero indicating a total path change and 100 indicating an identical path between the schedules, after correcting for completed activitiesBase Logic / Update Logic - measures changes in the driving logic ties along the critical path of both the base schedule and the update. The values of the base logic and update logic are averaged for an overall Logic Consistency score Critical Path Risk Analyzes the critical, and sub-critical paths to provide stability information and trends Low Risk = 85% to 100%Moderate Risk = 50% to 84%High Risk = 0% to 49% and if the Risk Calculation Method chosen for your project is any of the Monte-Carlo methods, then the Monte-Carlo on-time probability joins the four aforementioned components in determining the Risk Score. ","version":"Next","tagName":"h2"}]