The Event Dashboard is part of Elite's Operations Hub. The Event Dashboard gives you an overview of your event, including status, event type, account and contacts, estimated and actual event attendance, and a Gantt chart to provide a visual representation of the event’s functions. If you have permission, you'll also be able to view event outlines that have been created for the event. For more about Event Outlines, see Event Outlines. For more about Operations Hub in general, see Operations Hub Overview.
The Operations Hub is available as an add-on for Elite Premier users.
To access the Event Dashboard, click Ops Hub in the left navigation. A list of definite events displays. Click an event to open its dashboard.
On the event dashboard you can:
- Click the arrow by the event name to view the event's details page. On the details page, click Go back to return to the event dashboard with a single click.
- Click the account or a contact to view its details page. Account & Contacts View or Edit permission is required.
- Click the envelope icon by a contact to send them an email. If you are on your phone, click the phone icon to call them.
- View functions on the Gantt chart, either listed by function or room. Functions can be filtered by date, status, type, rooms, performance, and if it is displayed on the event calendar. You can expand the chart for a larger view, and also hover over the function/room (depending on how it is grouped) to see the function type and room/function name (depending on how it is grouped).
- Click the arrow in the function header to view the Detailing tab on the event's details page. On the details page, click Go back to return to the event dashboard with a single click.
- In the upper right corner, click Change Log to view recent changes to functions, items, instructions, and jobs. Click the gear icon in the slider for filter options.
- Function, item, and instruction changes are logged by the Detail Change Tracking feature, which must be enabled.
- Job changes are tracked through the Global Activity Log; to view what changes are tracked, see What is tracked in the activity log?.
- View a list of Event Outlines, depending on your permission. Users with Event Outline (Operations Hub) > View will be able to view and download published outlines only. They'll also be able to access a shareable link if a user with Edit access has enabled it. Click the outline to view it and access print, download, and link features.
- View Job progress by room and status, with an overall progress bar and a table showing job counts by status for each room (with a row for all jobs without a room). Click the arrow in the upper-right corner of the widget to go to the Jobs Management page to view details of the event's jobs.
- The Jobs (Operations Hub) > View or Edit permission is required to see the Jobs widget.