Client Work Summary Dashboard

What is the Dashboard?

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

We present the information in our Work Summary Dashboards in a way that pulls the actionable items into view to keep track of the needs of your work orders. The Client Work Summary Dashboard pulls forward the jobs that require you to take action for your vendors, and track what you need to do to close your work with the vendors.

How to Use the Dashboard

The information displayed in the dashboards is broken down into different sections to give an overview of different areas of the app. Each section will bring you to the corresponding area of the app.

The tiles all display different information and will be broken down below by section. Select a tile to show all of the items that meet the tiles criteria that is set.

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. Confirm Complete Purchase Orders - All Purchase Orders in the Confirm Complete phase.
4. Action Required Status - Work Orders with the status “Client Action Required.”
5. 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 & Proposals tiles:

The Invoices and Proposals section tiles will directly lead to the Invoice or Proposal that is referenced from the tile when selected. All tiles follow the criteria below.

1. Overdue Payments (Invoices) - Approved Vendor Invoices that are not Paid or Overpaid and have a due date in the past, with a total cost above $0.00.
2. Pending Approval (Invoices) - Vendor Invoices in the Submitted state.
3. Pending Approval (Proposals) - Vendor Proposals in the Submitted state.

Assets tiles:

The Asset tiles contain all assets that are in Umbrava that meet the criteria below. Selecting the asset from the tile will bring you directly to the asset information page.

1. End of Life - Assets that are Active and in the End of Life state.
2. Approaching EOL - Active Assets with consumed life over 75% but not End of Life.