Navigating the Projects app

Projects is an app in Diligent One. Learn about the key interface areas that make up the Projects app.

Homepage

The Projects homepage displays all active projects you have access to within the Diligent One instance and all of your assigned priorities (tasks). It also provides organizational and administrative tools for managing and configuring projects.

Notes

  • Interface terms are customizable, and fields and tabs are configurable. In your instance of Diligent One, some terms, fields, and tabs may be different.
  • If a required field is left blank, you will see a warning message: This field is required. Some custom fields may have default values.

Create projects

  • Start a new project select New > New Blank Project.
  • Create a project from a project template select New > New Project from Template.

Find projects

  • Search projects specify the project name in the search box , hit Enter, and select the project from the search results page.
  • Sort projects click next to the column title.

  • Filter projects select the appropriate value(s) to restrict the list of projects that display.

    Note

    Projects remembers your filters and automatically applies them again the next time you access the homepage. These criteria automatically appear at the end of your URL, so if you have a bookmark that includes filtering criteria in the URL, you'll need to clear the filter parameters (e.g., ?filter%5Bstatus%5D%5B%5D=active) from your bookmark to use this feature.

  • Mark projects as favorites click beside the project name.
  • Show favorites first switch on the toggle to sort projects marked as favorites at the top of the list.
  • Display more projects scroll down the page and click Load More to display more than 50 projects on the page.

Track projects

The completeness of each project is summarized using a percentage bar .

For more information, see Tracking project progress.

Priorities

The Priorities section on the Projects homepage displays all of the items that have been assigned to you and by you. The items that display belong to your active projects.

Priorities are accompanied by the following icons:

  • new or unread items
  • overdue items
  • number of items
Note

Except for requests, unread items are not marked with when you load the homepage for the first time. Adding a comment in a to-do does not mark the item with .

The following table lists the items that display under Priorities, and when the item displays under Assigned to me and Assigned by me:

Item Assigned to me Assigned by me
Actions

when you are specified in the Owner field

when you are specified in the Assigned by field
Certifications when you have been sent a certification request when you have sent someone a certification request
Issues

when you are specified in the Owner field

Both published and unpublished issues display.

Not applicable
Requests

when you are specified in the Owner field

when you are specified in the Owner field

Reviews

when someone sets and notifies you as the Next Reviewer

when you sign-off as the Preparer on a section or and individual item, and set and notify someone as the Next Reviewer

Note

Review items are automatically removed from the list when all sign-off levels are completed.
Tests

when you are specified in the User Assigned field

Not applicable
To-dos

when you are specified in the Assigned to field

Only to-dos that have the Open or Clear status display.

when you create a to-do

Only to-dos that have the Open or Clear status display.

Permissions

Any user that has access to Projects can view priorities that have been assigned to them or assigned by them. Only Professional Managers, Professional Users, and Oversight Executives can access priority items in Task Tracker.

View assigned priorities

  1. In the Priorities section, click an item name or click View all to go to Task Tracker.
  2. Click the item in the detailed list.

    Result The relevant page opens.

Planning and results

The Planning and results section provides a series of organizational tools you can use to manage and track projects. Access to each of the organizational tools depends on your assigned privilege or role.

Tool Description
Assurance Plans

an annual program that determines the scope of assurance activities for the year and the areas of coverage
Scheduler

an interactive Gantt chart that provides a convenient way to create projects, manage project timelines and dates, and schedule resources
Project Library a repository for archived projects
Frameworks a structured set of information that can be used to build projects
Compliance Maps a compliance management tool and content system
Task Tracker a tool for tracking to-dos, requests, and reviews across all projects
Issue Tracker a tool for tracking issues across all projects
Project Status Tracker a tool for tracking the progress of all projects
Timesheets a tool for recording time spent on all projects
Impact Reports a subscription-based service that allows you to define a one-click report template, tailored to your needs

System administration

The System administration section provides administrative tools you can use to grant user access to projects, configure projects, and manage settings. Only Project Admins have access to administrative tools.

Tool Description
Manage users assign roles and privileges to grant users access to projects
Manage project types

create your own custom project types, customize terms associated with the default project types, add custom fields, and configure reminder notifications

Note

Project Type Admins are also able to carry out these functions for project types to which they are assigned.
Manage entities set up entity tagging to report on issues or results from different cross-sections of the business
Settings update settings that apply to all projects in the Diligent One instance

Project dashboard

When you open a project, the dashboard opens displaying review statuses and sign-offs, recent activities, your assigned tasks, and project overview information.

Components

Notes

  • Interface terms are customizable, and fields and tabs are configurable. In your instance of Diligent One, some terms, fields, and tabs may be different.
  • If a required field is left blank, you will see a warning message: This field is required. Some custom fields may have default values.

Components in detail

Name Description
My work status

a tool used for tracking review statuses and sign-offs in a project or framework

Note

By default, only objectives that have been assigned to you display under My work status. However, if you have Professional User permission or higher, you can use the Show all fieldwork toggle to view all objectives in the project or framework.

My Tasks

a list of all your outstanding items, including certifications, requests, to-dos, reviews, and issues

Recent Activity

a timeline of all recent activity conducted within the project

Project Overview

high-level information about the project, including project collaborators, the name and description of the project, the project status, and the project deadline

Project tabs

Within a project, tabs allow you to navigate to different project phases and manage tasks.

Components

Notes

  • Interface terms are customizable, and fields and tabs are configurable. In your instance of Diligent One, some terms, fields, and tabs may be different.
  • If a required field is left blank, you will see a warning message: This field is required. Some custom fields may have default values.

Components in detail

Number Name Description

1

Navigation tabs

Used for navigating to different project phases:

  • Dashboard status information for each project phase, recent activity related to completed tasks, tasks that have been assigned to you, and project overview information
  • Planning the purpose and scope of the project and project planning documentation
  • Fieldwork access to the project plan or risk control matrix, and associated assessments
  • Controls provides an overview of controls that are either assigned to you, or associated with control tests or objectives that are assigned to you

    Note

    You can show or hide the Controls tab in your project type settings. For more information, see Risks and Controls tab.

  • Reviews lists project work that has been assigned to you to review
  • Results displays a project rating, management response, results files, reports, and supporting workpapers
  • Issues lists all issues that have been associated with the project

2

Project management tabs

Used for managing different tasks:

  • Progress what project work has been completed at a high level and how much available project time is remaining
  • To-dos all to-do items associated with the project
  • Requests all requests associated with the project
  • Timesheets a time usage breakdown of project tasks, total project time spent, and budget information
  • Settings project settings, backup and export options, and bulk upload capabilities

Project side panels

Project side panels allow you to view all and add Issues, Requests, To-dos, and Time entries. You can access these by clicking on one of the four icons in the Utility Toolbar, which is located on the right-side of a context-specific fieldwork page, the Planning tab, or the Results tab.

Notes

  • Interface terms are customizable, and fields and tabs are configurable. In your instance of Diligent One, some terms, fields, and tabs may be different.
  • If a required field is left blank, you will see a warning message: This field is required. Some custom fields may have default values.

Components in detail

There are four project side panels that are accessible by clicking an icon in the Utility Toolbar:

Utility Toolbar icon

 Project side panel Description
Issues lists issues that have been associated with the specific project page
Requests documentation requests that have been made to clients and other stakeholders
To-dos items that the project team is responsible for
Time entries

time spent on projects

Each of the side panels have:

  • an Add button that allows you to add an item to the list.
  • a View all link that will take you to the list/tracking page for all of the items in that category.
  • a summarized list of items in that category.

What to do next

Follow short and simple workflows to get started in Projects: Quick starts