Admin

Project Management Features

Iris offers a comprehensive project management dashboard to help users efficiently manage and track their projects.

Filtering Projects:

• Apply filters to narrow down projects based on:

  • Due Date

  • Deal Owner

  • Approver

  • Status

• Alternatively, use the Search function to locate specific projects by name or keyword.

Project Menu Options:

• Access additional actions for each project, including:

  • Viewing a progress report summary.

  • Editing project details.

  • Deleting or downloading the project.

Project Summary

The project summary report provides an at-a-glance view of critical details, including:

• Deal Owner: The assigned owner of the project.

• Approver: The individual or team responsible for approvals.

• Revenue: The total value associated with the deal.

• Time Elapsed: Duration since project initiation.

• Question Status: Breakdown of questions approved, pending, or requiring revision.

Editing a Project

From the project dashboard, you can:

• Update the project name and associated tags.

• Modify the project description or customer details to reflect changes in scope or focus.

Downloading a Project

• Download projects at any stage to share drafts or finalized versions with external stakeholders or team members outside the Iris platform.