You can use the Process Performance instance dashboard
in Process Portal to act on process instances to bring them back on track.
The instance dashboard contains the following pages:
- Gantt View page
- Set Path page
Important: For the
Set Path page
to be visible, both of the following prerequisites must be fulfilled:
- Projected path management must be enabled for the business process
definition.
- You must be authorized to work with projected paths.
If at least one of these prerequisites is not fulfilled, you
see the
Diagram page instead of the
Set Path page.
Dashboard prerequisites
To work with the
Process Performance instance dashboard, the following prerequisites
apply:
- Business process configuration
- The business process definition must be configured in the following
way:
- To see or change a projected path, and to see future tasks on
the Gantt View page, projected path management
must be enabled for the business process definition.
- To see the traversed path and the projected path that is based
on historical data on the Set Path page, autotracking
must be enabled for all parts of the business process definition.
If autotracking is not enabled, the traversed path is not shown and
the projected path is based on the longest (also known as pessimistic) path through the process instance.
- Authorization
- To see a specific process in the dashboard,
you must be a member of the team that is assigned to the Expose Performance Metrics setting for the business process
definition.
- To act on a process instance, you must belong to a security group
that is assigned to the following Process Portal action
policies:
Table 1. Required authorization for actions in the
Process Performance instance dashboardActions on instances |
Required action policies |
- Act on the instance in the Gantt View and Set Path pages
- Change task dates
- Change the projected path
- Save the changes
|
- ACTION_VIEW_PROCESS_DIAGRAM
- ACTION_CHANGE_CRITICAL_PATH
- ACTION_CHANGE_INSTANCE_DUEDATE
|
- View the projected path in the Gantt View page
- View the instance diagram with the projected path in the Diagram page
|
- ACTION_VIEW_PROCESS_DIAGRAM
- ACTION_VIEW_CRITICAL_PATH
|
- View completed tasks and tasks in progress in the Gantt
View and the Diagram pages
|
- ACTION_VIEW_PROCESS_DIAGRAM
|
- Change the instance due date
|
- ACTION_CHANGE_INSTANCE_DUEDATE
|
Gantt View page
Use the
Gantt View page to get an overview
of the tasks in a process instance. The tasks are represented by bars
in the Gantt chart. If the instance contains subprocesses or linked
processes, the tasks from these elements are also shown as bars in
the chart. The today, due date, and estimated completion lines help
you determine whether an instance that is in progress is on track
for completion.
- For tasks up to the today line, the chart shows the path that
was taken through the tasks. The color of the task bar indicates the
task status.
- For future tasks after the today line, the chart shows the projected
path through these tasks. If autotracking is enabled, the path is
based on historical data for the process snapshot, otherwise the longest
(pessimistic) path through the process instance is displayed. If the
projected path contains parallel paths, only those tasks that are
on the longest path through the instance are shown in the Gantt chart.
The planned durations and due dates are used to determine the longest
path. When you change the due dates or durations of the tasks in the
projected path, the longest path might change, and different tasks
are subsequently shown in the projected path. You can override the
projected path by using the Set Path page.
To resolve issues with the process instance, you can act
on the process instance as a whole or on the individual tasks in the
instance.
- Actions that you can take on the process instance
- Zoom in on the diagram to better see individual tasks that are
close together on the timeline.
Restriction: If the planned
duration of the process is less than 25 minutes, the zoom slider is
not enabled for the Gantt View page.
- Change the due date for an instance that is in progress by clicking Process Due Date.
- Adjust the due dates, durations, and priorities of several tasks
at one time by clicking Batch Modify.
Restriction: If the process instance contains
a group of parallel tasks, you might not be able to change individual
tasks within the group in the Batch Modify window.
The
Gantt View page includes
the following sections:
- Tasks in the process instance
- How a task is displayed depends on the state of the task. A task
can have one of the following states:
- Completed tasks
- The colors of these tasks indicate whether they completed on track
or they were overdue. The bar width indicates the total task time,
which includes both the time spent working on the task and the wait
time before the work began.
Reworked tasks are indicated by an extra bar on the
chart; a bar is added every time that the task is reworked. A reworked task is a task that is performed multiple times.
The reason for the rework might be because the work on the task does
not meet the completion criteria. For example, if the work on a task
requires an approval, and the approval is rejected, then the work
on the task must be repeated one or more times until it is approved.
- Actions that you can take
- See the task details by clicking a task bar.
- Tasks in progress
- The colors of these tasks up to the today line indicate whether
they are on track, at risk, or overdue. The due date of the task determines
bar width. Reworked tasks are indicated by an extra bar on the
chart; a bar is added every time that the task is reworked. A reworked task is a task that is performed multiple times.
The reason for the rework might be because the work on the task does
not meet the completion criteria. For example, if the work on a task
requires an approval, and the approval is rejected, then the work
on the task must be repeated one or more times until it is approved.
- If the work on the task is on track, the bar width indicates the
amount of time between the start date and the due date.
- If a task passes the due date, but its duration to date is less
than the historical average total completion time, the bar width indicates
the average total completion time. The due date marker is shown at the planned due date. The
task is overdue.
- If a task takes longer than both the due date and the average
total time, the bar width indicates the time that the task has taken
to date plus 10% of the average total time. The additional time is
shown as gray space on the future side of the today line. The due date marker is shown at the planned due date. The
task is overdue.
- Actions that you can take
- Change the due date of a task that is in progress by dragging
the due date marker to a new date.
- See the task details by clicking a task bar. From the task details, you can change the due date of the task.
- Future tasks
- The bar width is determined by the planned duration or due date
of the task. If this information is not available, the historical
average duration for tasks of the particular type determines the bar
width. If historical data is not available, the default task duration
is 2 hours.
- Actions that you can take
- See the task details by clicking a task bar. From the task details, you can change the due date of the task. Subsequent tasks are automatically rescheduled.
- Change the flow through the future tasks on the Set
Path page.
- Activity stream
- The stream contains the comments that were posted and the documents
that were attached while work was being done while the process instance
was being worked on. The stream comments can help you to identify
past issues with tasks in the instance.
- Actions that you can take
- Comment on an existing post.
- Post a comment or attachment for today by clicking the + (plus) icon.
Set Path page
Important: To see this page, projected path management
must be enabled for the business process definition, and you must
be authorized to work with projected paths. If at least one of these
prerequisites is not fulfilled, you see the Diagram page instead of the Set Path page.
There are several routes, or paths, that can be followed to complete
a process. If autotracking is enabled for the process, the Set Path page displays the path that is most commonly
taken through the process. This path is based on a sampling of the
historical process instances for the snapshot of the process. You
can filter these historical process instances by using a search filter.
In addition, the path that has already been traversed is shown in
blue. If autotracking is not enabled for the process, the Set Path page displays the longest (pessimistic) path
through the process instance.
- Actions that you can take
- Change the projected path through the instance by changing the
time period on which the historical data is based.
- Create a custom projected path by clicking the Set
path icon and choosing the new path. Your changes are
automatically reflected in the projected path on the Gantt
View page. If the instance contains parallel paths, the
custom path might affect the longest path through the instance and,
therefore, the tasks that are shown in the Gantt chart. The custom
path is applied to the process instance only after you click Save.
- Undo changes to the path by clicking Reset.