In My Court Report

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Background

The In My Court Report is used by project team members and managers to keep track of their tasks and responsibilities that are specifically assigned to them. This report provides a personalized view of action items, deadlines, and tasks, allowing each user to focus on their own responsibilities within the project.

Access:

On the Project Portfolio page, click on the "In My Court" link.
From the Dashboard & Reports tab, select "Staff-specific - In My Court" from the Staff-specific Reports.

Guidance

Report

Users can click the report names under "Dashboard/Report Selection" on the right side of the report to open the related report in a new window.
Records that require your workflow action (record review/approval, collaboration, team input, etc.) will appear under the "In My Court" heading section. Click a link in the "Description" column to open the tab in the record relevant to your action.
Below the "Project Roles" heading section of the report, each of your project role assignments in PMWeb are listed and if expanded, links to the specific master project record(s) for which you are assigned to that role.
Any deliverables that have: 1) been assigned to you and are 2) overdue or coming due within the "look ahead" timeframe of your report, will appear under the "Deliverables" heading section. Click a link in the "Description" column to open the Stage Gates record containing your assigned deliverable.
Any non-workflow actions related to a record that have been assigned to you will appear under the a header section specific to the record. (Risks record shown in example below)

Report Filters

Users have the ability to select one or more of the following project categories to filter the information being displayed in the report, filters are typically read and applied hierarchically from left to right and up to down:

User Name: You usually do not need to make a selection in the dropdown to filter by whose "court" you are viewing the report for. By default this filter populates with the name of the user currently logged in, but depending on security group permissions, users may be able to select other names in the dropdown to see items in the court of other PMWeb users.

Look Ahead (days): Make a selection in the dropdown to filter by how soon the action items in your court are coming due.

Status: Make a selection in the dropdown to filter by the current status of a project.

Click the "View Report" button after applying desired filters to update the report view.

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