The Statues on the pipeline report mean the following, also note the system provides a hover over functionality as a tooltip of the colour statuses.
The bar on the left of each idea is linked to the status of the idea.
Please note that the status colours works the same way as the gating plan colours, that is if a Revised Date is specified it will be used otherwise the Target Date is used.
The status indicator on the left of the idea card indicates if the idea is in the correct stage at this point in time.
- Green if in the correct stage
- Amber if within day range for the next stage. This can be set under Admin > Site Settings – Next to Gate Days
- Red if the idea has missed target date to move to the next stage
- The numbers display outstanding actions, Red number represent overdue actions whilst Amber represents actions that will be due within 14 days. E.g Idea A348
The idea number on the card allows you to navigate to a specific idea detail by clicking on it.
The two blocks next to the idea number – the colours used correspond to the gating stage colours.
The first block displays which gating stage the idea should be in at the end of the month
The second block displays which gating stage the idea should be in during the next month.
The status indicator is determined by matching the colour of the first block and the gating stage colour that the idea is currently in. From the screenshot below, the first idea 2004’s status is red because the first block matches the Cash Flowing stage colour, signifying that the idea should be in the Cash Flowing stage at this point in time and hence the status is red.
For example, Idea A1109 is currently in Evaluating. However, according to the timeline of the idea, this should have been in Implementing and Cash Flowing next month.
Please note, the settings that also defines whether the original target date or revised target date(if applicable) should be used can be found under Admin > Settings - Effective Target date source