Genius Live! Social Collaboration

 

Introduction	Socialize your Projects - Streamline Collaboration - Empower your People
Social Collaboration	Accessing the Genius Live! Stream from a Record (Document)

 

Introduction

Genius Live! is one of Geniusproject’s most exciting enhancements in years. What is Genius Live!? Genius Live! is the application new social collaboration platform. Genius Live! is a single place to:

• View updates and take action.
• View and update all my tasks and "To Do's" in a single place.
• View project history and pending requests.
• View active and historical documents.
• View the activities of others.

With Genius Live! Geniusproject users will discover a whole new way to collaborate:

• No need to search, the information will find you.
• Minimize the use of the navigation menus.
• Social collaboration PPM platform based on Web 2.0 standards.
• Learn to collaborate in less than 5 minutes.

 

Socialize your Projects - Streamline Collaboration - Empower your People
Genius Live! is Geniusproject’s social collaboration platform that takes enterprise project and portfolio management to the next level. Genius Live! will empower your users by delivering a collaboration platform that will introduce powerful social media capabilities familiar to today’s information worker. Project stakeholders will benefit from Genius Live! social interface improving team collaboration, providing a better end user experience, streamlining the flow of project information and increasing productivity among project teams and application adoption.

Genius Live! Highlights and Benefits:

• Delivers familiar social media tools accessible on multiple devices.
• Single-page view – akin to a social media wall or timeline – aggregates project updates and statuses.
• Provides project managers and team members" instant access to vital project information.
• Increases user adoption and reduces email exchanges.

Genius Live! is available at three different levels:

• Personal, includes all actions, notifications and communications sent to you.
• Project, includes all actions, notifications and communications sent to you regarding a project.
• Record, includes all actions, notifications and communications sent to you regarding a particular record.

 

Genius Live! Project Wall

The Genius Live! projects wall is the single place where users can see everything they have to be aware about projects, and everything they have to do on projects. On the right-hand side are listed all my open tasks and "To Do's", on the left hand side a window listing the communication stream for all of the different types of messages.

The right hand side pane displays all current logged users tasks and "To Do's". The user can directly update progress from this view.

The left hand side a window listing the social communication stream for all of the different types of messages like comments, workflow action requests, notifications and alerts. User can directly take actions from there.

 

Accessing your Genius Live! Project Wall

 

There are two ways to access your Genius Live! projects wall:

• From the navigation: Navigate to the [My workspace] tab and click on "Genius Live! – Project wall" (1) in the contextual navigation menu. By default, this is the Geniusproject welcome page.
• In the upper right corner of the Geniusproject main page, click on the Genius Live! new item indicator (2).

 

Managing Tasks and To-dos from your Genius Live! Project Wall

As stated before, Tasks and To-do are listed in the right pane of the Genius Live! dashboard.

Using the drop-down list box, displayed items can be sorted by, "Due Date," "Name," "Project," or "Start Date".

It is also possible to reduce the number of displayed items in order to focus more on some of them. To do this we will simply use the "Filter" to specify a "Project" if the list is sorted by project or a specific item naming, if the box is not filtered by project.

 

To Do Layout in Genius Live! Project Wall

 

 

Task Layout in Genius Live! Project Wall

 

 

Update Task from Genius Live! Project Wall

Clicking on the stop watch icon on any of the tasks, it opens a dialogue box to update the progress on the task. See Posting Time to an Assignment without using a Timesheet" for more details.

  

Social Collaboration

 

Genius Live!’s navigation is very intuitive. All navigation elements are displayed in a single pane listing the communication stream for all of the different types of messages.

It is possible to filter the list of messages using the options at the top of the Genius Live! social collaboration window pane; they are described below:

It is possible to combine the different filters as you like. Next to the type icons, there are two other icons available:

• To refresh the list of elements displayed in Genius Live!.

• If any new messages have been sent since the last time the Genius Live! window was refreshed, a red square with a number in it will display; the number corresponding to the number of new messages.

Messages are displayed in the message window in the order they were received with the most recent at the top.

 

Genius Live! Message Format

Genius Live!’s messages use "current" language to ensure easy interpretation by the user. All messages follow the same formatting per type. All blue text is either an active link or an action. 

Notifications

 A notification is most commonly used to inform users of an action that has taken place i.e. a request has been cancelled or a new document has been created and assigned to you. 

 

•  The avatar photo for the person who sent the message. Their name will appear, hovering the mouse over.
• The type of record the message applies to – in the example above it is a Deliverable.
• The title of the record in question – in this example "To be deleted".
• The action that triggered the message – in this example "Cancelled".
• The person who performed the action triggering the message – in this example it is "John Carpenter".
• The name of the project the record belongs to "My first project".
• The date the message was sent appears in the top right hand corner.
• The icon representing the message type appears at the top right.

 

Marking a Notification as Read

 

It is possible to mark a document as "read" and remove it from the Genius Live! view. When hovering the mouse over the date, it turns into an action, which can be clicked to initiate.

 

Critical Alerts

• The avatar photo for the person who sent the message. Their name will appear, hovering the mouse over.
• The type of alert "EAC Cost is over budget".
• The project manager – "John Carpenter" in the example above.
• The name of the project the alert applies to - "Video security system" in the example above.
• The date of the message at the top right.
• The icon representing the message type at the top right next to the date.
• "Warning" to catch the reader’s attention.

 

Marking an Alert as "Read"

 

It is possible to mark an alert as "read" and remove it from the Genius Live! view. When hovering the mouse over the date, it turns into an action which can be clicked to initiate.

Workflow Actions

"Actions" are workflow driven actions that the user needs to take i.e. deny, review, approve etc...

• The avatar photo for the person who sent the message. Their name will appear, hovering the mouse over.
• The type of record the action applies to – "Contract" in the message above.
• The title of the document the message is referring to - "New Network contract" in the example above.
• The current status of the record will be displayed - "To approve" in the example above.
• The name of the project the record belongs to.
• The date of the message at the top right hand corner.
• The icon representing the message type at the top right next to the date.
• If there are any actions for the user to take on the document, they will be displayed below the message. In the example above the user can either select "Approved" or "Denied".

The user can easily change the document status, as per the workflow, simply by clicking on one of the available actions at the bottom of the message. A dialog box will open to confirm the action and if the workflow permits, the possibility to specify who the document is now assigned to and to include comments.

Note: It is not possible to mark a workflow action as "Read". 

 

Approving Timesheets or Expense Reports

 

• The avatar photo for the person who sent the message. Their name will appear, hovering the mouse over.
• The type of request; either approval of timesheet or expense report.
• The resource who has submitted the request for approval - "John Carpenter" in the example above.
• The total number of hours reported in the timesheet - "0 hours" in the example above.
• The number of the week the timesheet is for – 27 in the example above. By clicking on the week number you can access the timesheet itself.
• The date of the message at the top right hand corner.
• The icon representing the message type at the top right, next to the date.
• At the bottom of the message are the action buttons to either approve or deny the timesheet or expense report.

If the user decides to reject the timesheet or expense report, a dialog box will open where they can enter their reasons for refusing.

In the case of a timesheet, if it has been accepted, a dialog box will open to confirm the approval.

Marking a Discussion as "Read"

 

It is possible to mark a discussion as read and remove it entirely from the Genius Live!. When hovering the mouse cursor over the date it turns into an action which you can confirm simply by clicking on it

 

 

Adding Comments to a Discussion

 

We can only add a comment after the last comment. Simply move the mouse cursor over the date of the last comment; the word "Reply" appears.

Click the Reply button  and a space will appear to add the new comment to the discussion.

Confirm the addition of this new comment by clicking "Reply" or disregard it by clicking Cancel. 

Answering a Reply Request 

It is possible to format a comment so that it is actually a request for a response. To do so, simply specify one or more recipients and a response by date. As a result, Geniusproject will interpret the comment as "request for response", and not as a discussion.

In Geniusproject, requests for responses are displayed with the same format as discussions however the final comment in the string includes the following three actions:

• Approve, as a positive response.
• Deny, as a negative response.
• Ignore, no response.

 

Your Personal Genius Live! Stream

Genius Live! is the central location where all of a user’s collaborations on different projects will appear. Users can interact directly from the Genius Live! screen to ensure the execution of processes and flow of information. 

 

Accessing the Genius Live! Stream from a Project

The Genius Live! tab in the Project Description is the central location for all actions and collaboration regarding that specific project. It is the life of the project.

Accessing the Genius Live! Stream from a Record (Document)

 

The Genius Live! tab in the document is the central location for all actions and collaboration regarding that specific record (document). It’s the life of the document.