The Project Management View – A2O Mobile Inc.

The Project Management view is a visual representation of your activities. The various activities are color coded. The Project Management view displays all the stages except the skipped stages of the selected Deal. The stages are presented on a grid-based view. The bubbles, related to a particular activity, represent the percentage of activity. For example, if the e-mail bubble is more towards the left, you have communicated more than the other party. Also, if the bubble size is medium, the communication is neither intense nor sparse. If the bubble is placed near the center, it means that the communication is happening equally at both ends.

The Project Management view also allows you to view the Deal progress based on an activity. You can view the progress based on stages, month, or day.

The default view is the stage view. The following image from the HTML5 client displays the stage-wise distribution of the activities:

Zoom-in:

You can zoom-in into a particular stage and see a month wise activities in that stage.
Note: that if the stage timespan is less than a month it will show the day-wise view.

iPad Users:

Do a pinch-out gesture in the stage you want to zoom-in
It will show the month-wise view of the stage if possible.
To go back, do a picn-in gesture
To view the day-wise activities, do another pinch-out gesture in the month of interest.
The following image displays the day-wise activity

HTML5 Users:

Click on the Stage Name in the left margin
It will show the month-wise view of the stage if possible.

To go back, click .
To view the day-wise activities, click the month to which the activity belongs.
The following image displays the day-wise activity:

Bubble Legend:

To view the bubble legend, click . The following image displays the bubble legend.

Viewing and Editing Deal:

If you are the account executive, on the Project Management view, you can view the progress wheel. You can also click the Deal name to view the Deal information and if required, edit the Deal.

Filtering Activity by Bubbles

Using the Project Management view, you can filter an activity. For example, if you want to view all the tasks you have assigned during the negotiation stage, click the task bubble in the negotiation stage. The bubble is highlighted when selected. The Deal Activities pane will display all the tasks for the selected stage.