Views

ESM offers to major views for visualizing data:

• Graphs
• Calendar
• Kanban
• Gantt

Kanban

Kanban views can be used for viewing any information recorded in the Efecte Service Management tool. A Kanban board is a representation of data distributed according to the value of one field, the so-called lane attribute. All information with the same value will be displayed in the same column. A Kanban card will be created for each data card.

The view can be enabled or disabled by using platform setting kanban.enabled. The value can be set to true or false.

Gantt

Gantt views can be used for visualizing datacards in relation to a timeline. The view is a read-only view. The view can be enabled or disabled by using platform setting gantt.enabled. The value can be set to true or false.

Please note that a product license is required. In Q3 2022 the product license is enabled by default.  

There are two settings for adjusting queries related to the Gantt view: gantt.search.fetch.size, which defines how many rows to fetch at a time from database when searching data cards, and gantt.search.max.number, which defines the total number of rows in GANTT view. In case the number of results exceeds the value of the setting, the max number of results based on the setting is returned. Additionally, a warning message is shown to the user.

Dashboards

The dashboard functionality makes it possible to gather frequently used and crucial information from several separate view to a single view. ESM administrators can create pre-defined Dashboards that are shown to all users belonging to a certain role. Additionally, end users can create their own Dashboards based on their own favorite reports.

Before creating a dashboard for a certain role, all views need to be created and saved to the role. Please note that Kanban views and Gantt views cannot be included in dashboards.

More information in this article.