Configure Project progress and workload warnings

CCMS Desktop can color-code objects within the Project Management view to indicate when they are on track based on the Project's timelines, slightly behind schedule, or very late. It can also indicate when a Project team member's workload is too high.

1. In the TEXTML Administration perspective, connect to your server.
2. In the repository's /system/conf collection, check out and open the projectconf.xml file.

   The progress warnings are in the <progresswarnings> section:

   <progresswarnings>
   	<level type="OK" color="255, 255, 255">
   		<daysto>7</daysto>
   	</level>
   	<level type="WARN" color="102, 255, 0">
   		<daysfrom>6</daysfrom>
   		<daysto>0</daysto>
   	</level>
   	<level type="LATE" color="204, 102, 0">
   		<daysfrom>-1</daysfrom>
   		<daysto>-14</daysto>
   	</level>
   	<level type="VERYLATE" color="205, 92, 92">
   		<daysfrom>-15</daysfrom>
   	</level>
   </progresswarnings>

3. For each level, configure the RGB codes for the highlight applied to maps and projects in the Project Management view to indicate how close they are to a milestone due date.
4. Use the <daysfrom> and <daysto> elements to specify when the progress warning highlighting is applied.
   These elements specify the range of days during which the warning is displayed (i.e, [daysfrom, daysto]), where:

   Option	Description
   <daysfrom>	Specifies the start of the range, in relation to the due date: A positive value indicates the number of days before the due date that the warning will start to be displayed A value of 0 indicates the due date A negative value indicates the number of days past the due date that the warning will start to be displayed
   <daysto>	Specifies the end of the range, in relation to the due date: A positive value indicates the number of days before the due date that the warning will stop being displayed A value of 0 indicates the due date A negative value indicates the number of days past the due date that the warning will stop being displayed

   For example, consider the values below. A warning of type WARN appears starting six days before the due date up to the due date. A warning of type LATE appears starting one day past the due date until 14 days past the due date. A warning of type VERYLATE appears starting 15 days past the due date, with no end date.

   <level type="WARN" color="102, 255, 0">
      <daysfrom>6</daysfrom>
      <daysto>0</daysto>
   </level>
   <level type="LATE" color="204, 102, 0">
      <daysfrom>-1</daysfrom>
      <daysto>-14</daysto>
   </level>
   <level type="VERYLATE" color="205, 92, 92">
      <daysfrom>-15</daysfrom>
   </level>

5. Proceed to the <workloadwarnings> section to define the colors applied to team members' names as their active document assignments reach the specified percentage of their workload.

   <workloadwarnings>
   	<level color="0, 0, 0">
   		<to>80</to>
   	</level>
   	<level color="255, 140, 0">
   		<from>81</from>
   		<to>100</to>
   	</level>
   	<level color="255, 0, 0">
   		<from>101</from>
   	</level>
   </workloadwarnings>

   The default settings apply

   • no highlight to team members whose active assignments are less than 80% of their specified workload
   • an orange highlight to team members whose active assignments are between 81% and 100% of their specified workload
   • a red highlight to team members whose active assignments are more than 100% of their specified workload

   These calculations are based only on assignments for objects within the project. A role's workload is set in the roles.xml file using the @topworkload attribute: <role maxassignee="1" name="Information Architect" topworkload="10">

6. Save, close, and check in the file.
7. Inform users of the changes.
   The changes are automatically applied once users close and then reopen their IXIA CCMS Desktop. Users can also apply the changes without restarting their CCMS Desktop by clicking IXIA CCMS > Synchronize Configuration.