Card vs Table View

Amplify offers two types of views for Initiatives, Benefits, RAIDS, Costs, Tasks, and Schedules. Data can be reviewed and analyzed in either a Card View or a Table View. 

Card View

When you navigate to an Initiatives, Benefits, Costs or RAID page from the Registers menu, you will see a dashboard of cards. Each card represents an initiative, a benefit, a cost, or a RAID item, depending upon which page you chose.

The main components of the card view are the filter fields at the top of the page. The first field allows you to select a view from a list of pre-configured user views.  Options in this field can be used alongside the options in the adjacent drop-down field to filter the selected view. In the example screenshot below, under Initiatives, the All Projects view is selected in the first field, along with Sub-stream in the drop-down field to see all Sub-streams under the portfolio.

You can change your default view by selecting it from the dropdown then clicking on the Edit View (pencil icon) button in the toolbar. A form will open; check the box next to Default then click Save to set your new default view. Contact your administrator to modify the view settings.  

When your card view includes a lot of items, you can use the Search field to locate a specific item. Additionally, you can use the New button to add an item.

By default, the records in this view are sorted alphabetically. However, you can click on the sort buttons to sort the list. 

Clicking on the View Archive button will reveal the cards that have been archived. From here, you can quickly remove all local items in the archive. Please note that only local items can be removed. This is to prevent accidentally clearing out your portfolio’s archive unexpectedly. 

Once you have located your card, you can open it by clicking on its name.

Let's take a closer look at the layout of a card.

A card provides a snapshot of the object it represents. It shows indicators relevant to the current state of the object and contains buttons that allow easy access to associated functions and pages. Names and features available on the card will differ depending upon the tab under which it appears.

The sections that follow will introduce you to:

• Initiative Cards
• Benefit Cards
• RAID Cards
• Cost Cards

Initiative Card

The Initiative card gives you a general overview of your initiative, including its overall status, total budget, total benefits plan and duration.

On top of the card, you will see the name link. Under the name, you will see the initiative classification, Amplify ID and Amplify Index.

Buttons under this list allow direct access to various pages.

• Dashboards - this will display the initiative's default dashboard and the other Amplify dashboards configured for your project. Learn more about Amplify dashboards here. If you're not able to find any dashboard, please contact your system administrator to get it configured for your project.
• Registers - this menu will allow you to access the benefits, RAID, or costs under your project/initiative.
• Schedule - using this menu, you can directly access the Gantt chart.

To the right of the above options, you will see buttons to edit and delete the initiative.

Benefit Card

The benefit card is designed to display minimal yet most useful information about the benefit and let you access the most used benefit functions easily.

The name of the benefit is displayed on the top. It is a clickable link that will take you to the Benefit detail page. Under the name, you will see the classification, the Amplify ID and the Amplify Index.

The Dashboard button allows you to access the Benefit Dashboard. Click on the Plan button to directly go to the Plan tab and enter actuals.

To the right of the above options, you will see buttons to edit and delete the benefit.

On the bottom of the card, you will see key information such as the total Plan, Forecast and Actual recorded for the benefit, its duration and the overall progress.

RAID Card

A RAID card displays a  Risk, Assumption, Issue, or Dependency.

The name of the RAID item is displayed at the top. Labels under the name show specific information relating to the item, including its classification, Amplify ID, current status and the review date. Key stats, including the rating, impact and likelihood, are displayed at the bottom of the card.

If a mitigation plan has been added, you will see a summary of it on the card. A cross mark will be shown if the mitigation plan has not been added. 

You can use the Edit and Delete buttons to modify or delete the RAID item.

Cost Card

A Cost card displays a budget, actual, and forecast values as well as a duration. 

The name of the Cost item is displayed at the top. Labels under the name show specific information relating to the item, including its classification and Amplify ID. Beneath this is the link to the Cost's dashboard.

You can also archive a cost using the archive button or check the archive box to mark it for a bulk archive event.