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SpringBoard v7.0
Version 1.02
May 12, 2014
Notice:
All information provided in this document is AS IS. Information in this document, including URL and other Internet Web site
references, may change without notice.
Table of Contents
About this guide .................................................................................................... 3
Highlights............................................................................................................... 3
Prerequisites ......................................................................................................... 4
Applications Supported:.................................................................................... 4
Project Access: ................................................................................................. 4
Setting up SpringBoard Connect .......................................................................... 5
Adding SpringBoard Connect to a Dashboard ..................................................... 5
Configuring SpringBoard Connect ........................................................................ 6
Configuration Options ........................................................................................... 7
Charting Data Options: ..................................................................................... 7
Working with the Grid Section............................................................................. 10
P6 Grid ............................................................................................................ 10
CM Grid........................................................................................................... 11
Frequently Asked Questions ............................................................................... 12
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Highlights
SpringBoard Connect is a dashboard tool that can be added to any dashboard. Dashboards are viewed on
the Home page and can be setup at the Company, Site or User level.
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Grid Section
The upper area of SpringBoard Connect contains a grid showing projects that the
SpringBoard User has access to in Primavera P6 or Primavera Contract Management.
The grid contains a series of columns displaying data for the project from Primavera.
Selecting a project in the grid will enable the Charting Section to show visual metrics.
The Grid shows 5 projects at a time and is paginated. The Find feature can be used to
quickly locate a specific project.
Charting Section The lower section of SpringBoard Connect contains a charting area equally split in half
and is configured by the user to visually view two metrics related to data from
Primavera. The charting data is refreshed when a project is selected in the upper Grid
Section.
Configure Link
The upper right corner of SpringBoard Connect contains a cog symbol that when
selected displays the configuration dialogue where users select Primavera
environments to connect and chart elements to display.
Prerequisites
Applications Supported:
Primavera P6 R8 or higher.
Project Access:
To view project status in SpringBoard Connect users must have the following access rights:
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Primavera P6 environment(s) and database(s) you would like to give SpringBoard Connect
access.
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Select the SpringBoard Connect tool and click the Configure link to see the Configure Connector
dialogue. Click Add after you have selected your configuration options and SpringBoard Connect will
appear on the dashboard. See the next section for configuration options.
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Select your Primavera P6 and/or Contract Management environments and database connections for
SpringBoard Connect. If you do not see any options in the Primavera P6 or Contract Management
dropdowns you may not have access to P6/CM or LoadSpring has not yet enabled the SpringBoard
Connect with your P6/CM environment. Please contact LoadSpring Support.
Configuration Options
There are several data and chart options available to place on your SpringBoard Connect dashboard in the
charting section.
Charting Data Options:
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Primavera P6
Note
Project Name
Project Name
Project ID
Project ID
Project Start
Start
Project Finish
Finish
Project % Complete
Schedule % Complete
Status
Project Link
The following diagrams highlight the key capabilities within the Grid System.
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CM Grid
The CM grid contains four columns and is mapped from Project Data in Primavera Contract Management
as follows:
SpringBoard Connect
Primavera Contract
Management
Note
Title
Title
Project Name
Name
Contract Date
Contract Date
Completion Date
Completion Date
If projects in Contract Management do not have values for these fields they will appear as blank in
SpringBoard Connect.
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3. Can I change what columns appear in the grid section of SpringBoard Connect?
Answer: Currently, no.
4. Can I view project status information if we only use Contract Management and not
Primavera P6.
Answer: Yes, SpringBoard Connect is flexible enough to enable the use of only P6, only CM or the combination of
both.
5. From the P6 Grid how do I view CM data charts alongside P6 data charts?
Answer: If youre viewing integrated data from P6 and CM the projects between P6 and CM must be linked the
applications. This enables projects to be selected in the P6 Grid and displays charts for CM data alongside data from
P6.
6. I have access to hundreds of projects which takes up over 50 pages within the grid. Is there
a fast way to find a specific project?
Answer: Yes, select the Find button across the top of SpringBoard Connect and search for the project you wish to
jump to.
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