SpringBoard Connect Users Guide

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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About this guide

The SpringBoard Portal is a powerful cloud based access portal allowing users to easily and securely
access their LoadSpring hosted applications from anywhere in the world. Not only can you access your
applications but you can view project status from those applications without launching them. SpringBoard
Connect is part of the SpringBoard Portal and is an innovative dashboard solution allowing users to quickly
view project status information without being a full-functional user of applications such as Primavera P6 or
Primavera Contract Management. We have created this guide to walk you through everything you need to
know about SpringBoard Connect. As you read through this guide its helpful to have access to the
SpringBoard so you can try things out.

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 Contract Management BI Publisher Edition (v14) or higher.

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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o SpringBoard User with access to Primavera P6 or Contract Management environment

o Have access rights within the application environment
o Have access to specific Projects within the application
o Have access to the Web Services module in the case of P6

Setting up SpringBoard Connect

If you would like SpringBoard Connect enabled for your organization please enter a Support Ticket within
the SpringBoard with the following information:

Primavera P6 environment(s) and database(s) you would like to give SpringBoard Connect
access.

Primavera Contract Management Environment(s) and Group Database(s) for each

environment you would like enabled within SpringBoard Connect.

Adding SpringBoard Connect to a Dashboard

Selecting the Wrench icon in the upper right corner of the Dashboard reveals the Add Dashboard Tool
dialogue.

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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.

Configuring SpringBoard Connect

Selecting the Configure Cog in the upper right corner of the SpringBoard Connect Tool shows the following
dialogue.

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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:

Primavera P6: WBS Level 2 % Complete.

o Displays a horizontal bar with % Complete progress for Level 2 in the Work
Breakdown Structure

Contract Management: Request for Information (RFI) Status

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o Displays a count of RFIs in each Status defined in Contract Management such as

New, Approved, Closed, etc.
o Display as either a pie chart or histogram

Contract Management: RFI Trending

o Displays a count of Open vs. Closed RFIs by month for the last 6 months.

Contract Management: Open RFI Totals by Ball in Court (BIC)

o Displays a count of Open RFIs by Ball in Court designee including RFIs needing a
response and average response time in days.

Contract Management: Submittal Status

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o Displays a count of Submittals in each Status defined in Contract Management such

as New, Approved, Closed, etc.
o Display as either a pie chart or histogram

Contract Management: Open Submittal Totals by BIC

o Displays a count of Open Submittals by Ball in Court designee including submittals
average age and average response time in days.

Contract Management: Open Submittal Age by BIC

o Displays a list of Open Submittals by Ball in Court and the submittals age in days.

Contract Management: Issue Status

o Displays a count of Issues from Contract Management in each status such as New,
Approved, Closed, etc.
o Display as either a histogram or pie chart

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Working with the Grid Section

There are two grids available for selecting projects. The P6 Grid and CM Grid contain different columns
displaying data from those specific applications. If SpringBoard Connect is configured for only one
application then you will only see the corresponding grid available for selection.
P6 Grid
The P6 grid contains seven columns and is mapped from Project Data in Primavera P6 as follows:
SpringBoard Connect

Primavera P6

Note

Project Name

Project Name

Existing P6 System Field

Project ID

Project ID

Existing P6 System Field

Project Start

Start

Existing P6 System Field

Project Finish

Finish

Existing P6 System Field

Project % Complete

Schedule % Complete

Existing P6 System Field

Status

Project UDF named CStatus

Must be configured in the Enterprise Data

Dictionary as a manual indicator field

Project Link

Project UDF named Site Link

Must be configured in the Enterprise Data

Dictionary as a text field

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

Existing CM System Field

Project Name

Name

Existing CM System Field

Contract Date

Contract Date

Existing CM System Field

Completion Date

Completion Date

Existing CM System Field

If projects in Contract Management do not have values for these fields they will appear as blank in
SpringBoard Connect.

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Frequently Asked Questions

1. Why do I not see any P6 or CM Environments to select in the Configure dialogue?
Answer: LoadSpring must enable SpringBoard Connect for the P6 and CM environments and databases you wish
LoadSpring Connect to read from. Please contact LoadSpring Support to enable.

2. Why do I not see any projects in the Grid in SpringBoard Connect?

Answer: SpringBoard Connect requires that the user is assigned the application in the SpringBoard and the user has
security permissions within the application to view projects. Please ensure the users are authorized to view data from
the projects in the application. Also, ensure the P6 Web Services module is selected for the user in User Admin within
Primavera P6.

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.

7. Can we edit the data from Primavera using SpringBoard Connect.

Answer: No, the dashboard is read-only.

8. Is LoadSpring planning to add additional capabilities into SpringBoard Connect?

Answer: Yes, we also can support any custom developed solution for your specific environment.

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