Vendor Work Summary Dashboard

What is the Dashboard?

The Dashboard is the landing page for Umbrava once you sign in. The dashboards are designed to bring forward information that is most relevant to your facility management needs. 

The information in the Work Summary Dashboards pulls the actionable items into view. The tiles keep track of the needs of your work orders and projects. The Vendor Work Summary Dashboard pulls forward the information that is important to your work as a vendor.

How to Use the Dashboard

The information displayed in the dashboards is broken down into sections that give an overview of different areas of the app. The tiles all follow different metrics and are broken down by section. 

Selecting a tile show all of the items that meet the tiles criteria that is set. Tiles that display a 0 cannot be able to be selected.

If you have multiple clients on Umbrava, you can filter between clients on the left side of the dashboard. This helps you track each client individually if needed.

Work Orders Tiles

Selecting the Work Order section tiles will bring you to the corresponding Work Orders when the information on the right is clicked on. 

1. Emergency Priority - All Work Orders with an Emergency priority that are not Canceled, Completed, Revoked, Closed or Declined. 
2. Late - All Work Orders in the Scheduled status when the Onsite date is in the past.
3. Pending Acceptance Phase - Work orders in the Pending Acceptance phase.
4. Open Phase - All Work Orders in the Open phase.

Projects Tiles

The Projects section tiles will bring you to the timeline task of the Project that is selected from the tile.

1. Missed Start Tasks - Project Timeline Tasks where the start date has passed and progress is 0.
2. Missed End Tasks - Project Timeline Tasks where the end date has passed and progress is not 100%.
3. Approaching Start Tasks - Project Timeline Tasks where the start date is in the next 7 days and progress is less than 100%.
4. Approaching End Tasks - Project tasks with an end date in the next 7 days and progress less than 100%.

Invoices Tiles

The invoices section tiles direct you to the invoices that need action based on the tile. Each card will bring you directly to the invoice.

1. Rejected: Work Orders - Work Orders that have Rejected Client Invoices, and no approved client Invoice. 
2. Invoice Required: Work Orders - Work orders with the Work Complete status.
3. Submitted - Client invoices in the submitted state.

Proposals Tiles

The proposals section tiles will bring you directly to the proposal in the Work Order that is being referenced.

1. Rejected: Work Orders - Work Orders that have Rejected Client Proposals, and no approved client proposals for any work order that is not in the closed, declined, revoked, or canceled phase.
2. Proposal Required: Work Orders - Work orders with the Vendor Proposal Required status.
3. Submitted - Client proposals in the Submitted state.