Insights Dashboard

How Does Insights Work?

First, switch on Insights for your user roles with the Insights Manager View Insights user permission.

Then:

1. Go to Dashboard > Insights.
   • Your Phases or Gates or both are displayed as circles, with the percentage completion of Activities and Criteria.
   • Choose whether Phases or Gates or both are displayed with the Phase/Gate Customization.
     The widgets at the top of the page show selected statistics. Soon you will be able to add new widgets.
   • The Due widget shows items that are within a few days of being due. Customize how many days with the Insight Management Customization.

Filter Releases in Insights Dashboard

To view your Releases in Insights:

1. Go to Dashboard > Insights.
2. Click to open the Search by Release and Release Types filter.
   
3. Click Search for Release/s by combo box and select one or more of the following from the drop-down menu:
   
   1. Enterprise:
      
      1. Also select a Release Type from the drop-down menu that appears when Enterprise is selected.
   2. Independent:
      
      1. Also select a Release Type from the drop-down menu that appears when Independent is selected.
   3. Project:
      
      1. Also select a Release Type from the drop-down menu that appears when Project is selected.
   4. Portfolio Association: This allows users to search for Project and Independent Releases, but not Enterprise Releases.
      
      1. Optionally select an Organization from the drop-down menu that appears when Portfolio Association is selected:
         • Users can only select from the Organizations to which they belong.
         • After selecting an Organization, all non-Enterprise Releases belonging to the Organization and its hierarchy will be displayed.
           
           For example, if you selected Organization 1, which had the sub-organizations Organization 2 and Organization 3,  all the non-Enterprise Releases belonging to Organizations 1-3 will display, but not those belonging to Organization 4.
         • If no Organization is selected, all non-Enterprise Releases belonging to your Portfolio Association will be displayed.
4. Click Release Type/s combo box and click to select one or more of the Release Type checkboxes.
5. Click Implementation Date Range and click to select a to date, a from date, or a to and from date. (Optional.)
6. Click Apply.
7. Click Releases combo box and click to select one or more Release checkboxes.
   
   
   • If this field seems stuck, see blue cogwheel  settings menu below and toggle I’m a Stakeholder for to Hide.
   • You can now select more than five Releases at once (but selecting a large number may cause a timeout).
8. Clear the Search by Release and Release Types filter by clicking the X. 
   

Manage Insights Dashboard Settings

To open Insights Dashboard Settings:

1. Click the blue cogwheel  to open the settings menu.
   
2. Click the Show or Hide toggle switches to:
   
   
   1. Release Metrics: Toggle between the aggregate view of all child Project Releases on parent Enterprise Releases and information specific to the Parent Enterprise Release itself. Aggregate view shows Parent Enterprise Releases as bars, instead of circles. (If grayed out, try selecting Enterprise Releases.)
   2. Widgets: Show or hide the widgets bar.
      
      Manage widget titles using Widgets Title Customization.
      
      
      1. 1. Manage Widgets:
            
            
            1. Click Manage Widgets.
               • The widget area expands.
                 
               • Widgets are managed per user (so only the user sees their own widget selections).
            2. Add a widget:
               1. Click + new widget.
                  
               2. Click to select one or more unselected widget checkboxes.
                  
               3. Click Add.
            3. Hide a widget:
               1. Click Hide.
                  
            4. Move a widget on the bar:
               1. Left-click and hold on a widget until the cursor changes to a cross.
                  
               2. Drag the widget to a new location.
            5. Click Reset to reset back to the default widgets.
               
            6. Click Save to close the widget area.
               
      2. I’m a Stakeholder for: Show all Releases or the ones for which you are a stakeholder.
         Administrators can set the Force ‘I’m a Stakeholder for’ View in user permissions.
      3. Completed Releases: Show Releases with or without an End State in Live Search and the main grid. (End States are set in Release Status Customization.)
3. Viewing the data in the widgets bar:
   
   1. Overdue Release Activities widget:
      
      1. Click the widget to see the Overdue Items pop up.
         
         Hover your mouse cursor over a User Group in the Assigned To column to show the group members. 
      2. Click the print button to print overdue activities.
         
      3. To send an email alert to the Assigned to stakeholder:
         
         1. Click to highlight an overdue item.
         2. Click Send Alert ‘Assigned to’.
      4. Click the X in the top-right corner to close the pop up.
   2. Release Activities DUE this Week widget: Shows all Activities that are due within the due date period defined in the Insight Management Customization. Activities with a status of N/A will not appear.
      
      1. Click the widget to see the Activities DUE this week pop up.
      2. How Release Activity Status fields are calculated:
         
         1. Completed = (Total completed release activities/total number of release activities with status Not started, In progress, Completed.)
         2. Completed on time = (Total release activities which were set to completed status <= due date/ total number of release activities with status Not started, In progress, Completed.)
         3. Completed late = (Total completed release activities which were set to completed status > due date/ total number of release activities with status Not started, In progress, Completed.)
         4. Overdue = (Total release activities not in In Progress and Not Started status /total number of release activities with status Not started, In progress, Completed.)
         5. Upcoming = (Total release activities in In Progress and Not Started status/total number of release activities with status Not started, In progress, Completed.)
      3. To help with validation of logic:
         • %completed should = % completed on time + %completed late (note that this isn’t correct in the mockup)
         • % completed on time + % completed late + % overdue + % upcoming will =100%
      4. Click the print button to print overdue activities.
         
      5. To send an email alert to the Assigned to stakeholder:
         
         1. Click to highlight an overdue item.
         2. Click Send Alert ‘Assigned to’.
      6. Click the X in the top-right corner to close the pop up.
   3. Release Activities Completed on Time widget (previously called Gate Compliance):
      
      To use this widget, select at least one Enterprise Release which has a Child Release, and both Parent and Child Release need to have the same Activities and Criteria. Select the Activities and Criteria to be included using the Insights Management Customization’s Activity Compliance Setup button.
      
      
      1. Click the widget to see the Activity Completion Details pop containing cumulative figures including:
         • % completed on time.
         • % completed late.
           
           These two figures are based on either Actual Completed Date or Due Date, depending on Release Setup Customization.  
         • % overdue.
         • % upcoming.
      2. Click the Activity Status to open the Activity pop up.
         
         1. Click the blue-linked Activity name to edit.
            
            The user must have the View Activities Tab user permission to see the pop up and the full suite of Release Activities user permissions to edit. 
      3. Click the print button to print the screen.
         
   4. Defect Density widget:
      
      1. Click the widget to see the Defects Density pop up:
         • The Defect Density bar graph is a new column in the Defect Density widget pop up:
         • To find the new column, click the Defect Density widget to open the Defect Density pop up.
         • Defect Density is calculated by dividing the number of test cases executed by the number of severity 1 and 2 defects found. Less than 0.25 is the target.
           If the result is less than 0.25, the bar will be black. If the result is 0.26 or over, the bar will be red.
      2. Click the print button to print Defects.
         
      3. To send an email alert to the Assigned to stakeholder:
         
         1. Click to highlight an overdue item.
         2. Click Send Alert ‘Assigned to’.
      4. Click the X in the top-right corner to close the pop up.

What Data does Insights Dashboard Display?

Viewing the data column-by-column on Insights Dashboard:

1. 1. Release ID column:
      
      1. Toggle the visibility of Child Projects inside Parent Enterprise Releases by clicking the black triangle.
         
      2. Click the blue-linked ID & Name to view or edit the Release.
   2. Release Name column.
   3. Systems column shows the number of Systems associated with the Release:
      
      1. Click the number to see the Systems pop up with:
         • Deployment dates.
         • Deployment status.
      2. Click the print button to print Systems.
         
      3. Click the X in the top-right corner to close the pop up.
   4. Status column shows the Release Status.
   5. Activities Summary & Progress column shows each Phase or Gate as a circle:
      
      Administrators can choose which Phases and Gates appear and can even add a new Phase or Gate circle using the Release Type Group View Customization.  
      
      
      1. Each circle displays the percentage level of completion of the Activities and Criteria inside each Phase or Gate.
      2. N/A means that the Phase or Gate is not applicable to the Release. For instance, it may only be applicable to the parent Enterprise Release.
      3. Click a circle to open an Activities Summary and Progress pop up with the summary of that Phase or Gate.
      4. Activities Summary and Progress pop up now has an All tab that shows all Activities and Criteria in the Release, as well as a total count of Activities.
         
      5. Administrators can use Insight Management Customization to set how many days before the due date will be ‘due soon’.
         
         Hover your mouse cursor over a User Group in the Assigned To column to show the group members. 
         
         
         1. Click the blue-linked Activity Name to open a Criteria or Activity pop up and action the Criteria or Activity immediately.
         2. To send an email alert to the Assigned to stakeholder:
            
            1. Click to highlight an Activity.
            2. Click Send Alert ‘Assigned to’.
         3. Click the print button to print Activities.
            
         4. Click the X on the top-right corner to close the pop up.
   6. Implementation Date column shows the implementation date of the Release.
   7. Overdue Items column gives a summary of:
      
      1. All: The number of overdue Activities (that are not started and in progress) for the Release.
      2. Mine: The number of overdue Activities (that are not started and in progress) that are assigned to the logged in user.
      3. Click an Overdue Item circle to open the Overdue Items pop up.
         
         
         1. Click the All / My Activities toggle switch to show all Activities or those that are assigned to you.
            
         2. To send an email alert to the Assigned to stakeholder:
            
            1. Click to highlight an Activity.
            2. Click Send Alert ‘Assigned to’.
         3. Click the print button to print Activities.
            
   8. TECR Due Today column shows the number of TECRs associated with the Release with an end date of the current day.
      
      1. Click the circle to open the TECR Due Today pop up.
         
         Hover your mouse cursor over a User Group in the Assigned To column to show the group members. 
      2. Click the print button to print TECRs.
         
      3. Click the X in the top-right corner to close the pop up.
   9. Testing Status column shows two columns of test data, if test data is supplied by the customer:
      
      1. Test Progress column shows metrics for Test Cases
         • Plutora Test data will appear here. If there is no data, the column will display: No Test Case Data.
         • If Plutora Test data is present, it will show the number of Passed, Failed, Blocked, or Remaining Test Cases. The progress bar will show the % calculated as (Passed / (Passed + Failed + Blocked + Remaining)).
         • Click a circle to open the Test Progress pop up graph:
           • The X axis is based on days, not weeks.
           • The Y axis displays the number of Test Cases.
           • Three lines are displayed:
             • Orange: TC progress. The number of remaining Test Cases (total minus passed) updated daily.
               • Data comes from an ETL Excel file: TC_History.
             • Purple: TC required per week. The number of Test Cases that need to be passed daily in order to completed testing on time:
               • Data is calculated from the number of remaining Test Cases for that date divided by the remaining number of days for the Release Gate.
             • Gray: TC progress forecast. The number of Test Cases that passed in the last 21 days, divided by 3 to get the average number of Test Cases passed per week. Then forecast that the average number of Test Cases will pass each week.
               • The forecast line does not appear until Plutora has 21 days of data.
               • Please note that this line should not be interpreted or used as a factual indicator of when your testing may complete.
           • The bar graph represents the percentage of Test Cases Tested vs Test Cases Remaining.
      2. Click the number in the Open Defects column to open the Open Defects pop up:
         • The behavior of this graph depends on your chosen ETL process. Contact Plutora Support for more information.
         • The X axis is based on days, not weeks.
         • The Y axis is based on the number of Defects.
         • The green line represents the total number of Defects raised.
         • The purple line represents the total number of Closed Defects.
         • Green columns show the total number of Defects.
         • Purple columns show the total number of Closed Defects.
         • Only Defects that are not Closed and with a Severity value of 1 – Critical, 2 – High, 3 – Medium, or 4 – Low will be displayed.
         • Hide the graph by clicking Click here to hide the chart. When the chart is closed, it will not print.
           
         • The table below shows open and closed Defects.
         • Click the print button to print Defects.
           
      3. Click the X in the top-right corner to close the pop up.
   10. The three PIR Items columns show the Total PIR Items, and their linked Actions and Preventative Measures (PMs), belonging to the Releases:
       
       1. Total column:
          
          1. Shows the total number of PIR Items associated with the Release.
          2. Click a circle to open a pop up containing the PIR Items.
             
             Hover your mouse cursor over a User Group in the Assigned column to show the group members. 
          3. Click the print button to print the PIR Items.
             
       2. Action column:
          
          1. Shows the Actions associated with the PIR Items.
          2. Click a circle to open a pop up containing the PIR Items’ Actions.
             
             Hover your mouse cursor over a User Group in the Assigned column to show the group members. 
          3. Click the print button to print the Actions.
             
       3. Linked A/PM column:
          
          Select which records from the PIR Item Action Type Customization appear on Insights Dashboard by using the Actions – View By Type Customization.
          
          
          1. Shows the Preventative Measures associated with the PIR Item.
          2. Click the circles in the PM column to open a new pop up showing the PIR Item Actions and Preventative Measures linked to the Release.
             
             Hover your mouse cursor over a User Group in the Assigned column to show the group members. 
          3. Click the circle of an Action or Preventative Measure to open a pop up displaying the PIR Item Actions and Preventative Measures linked to your Release.
          4. Click the print button to print the Actions and Preventative Measures.
             
   11. Escaping Defects column: Shows Changes that are linked to the Release.
       
       Escaping Defects are defects that were discovered by the customers, instead of by the testers.
       1. 1. 1. In order for data to appear in the Escaping Defects column:
                
                1. The Enable the Escaping Defects on the Insights Dashboard checkbox must be selected in Insights Management Customization.
                2. The Changes that are treated as Escaping Defects must have:
                   
                   1. A Change Type that has been selected in Escaping Defects by Change Type Customization.
                   2. A Change Custom Field of the Free Text type with the exact text: “Associated ER“ (without quotes).
                   3. One of the following Priorities with the exact text (without quotes):
                      • “1-Extensive/Widespread”
                      • “2-Significant/Large”
                      • “3-Moderate/Limited”
                      • “4-Minor/Localized”
             2. To use the Escaping Defects column:
                
                1. Mouseover the S1-S4 (Severity One to Four) buttons to see the count of Defects at each severity.
                2. Click the circles in the Escaping Defects column to open a pop up with more information about the Defects.
                   
                   1. The circles display the Priority as severity. For example, a Change with the Priority “1-Extensive/Widespread” will have its circle labeled “S1”.
                   2. Click the print button to print Defects.
                      
                   3. Click the X in the top-right corner to close the pop up.