Initiating the Review Cycle
Now that users have been assigned to various sections of the schedule, you can initiate a review cycle. This will send a notice (email) to contributors assigned to provide markup, notifying them that they may start their review.
Step by Step — Opening the View Cycle
- To access the Review Cycle settings, open the Delegation tab from Iris and select Manage Review Cycle.
In the Manage Review Cycle screen, settings can be adjusted prior to initiating the cycle.
The Manage Review Cycle window opens.
Register Threshold
If a markup is provided with a schedule duration adjustment more higher than the value defined, a Project Register Event is required with the markup.
Team Member Markup
The Team Member Markup, shows a list of users who have permissions to provide feedback.
To remove reviewers, go back to the plan view and use the Iris to unassign them as Markup Contributors.
| Column | Description |
|---|---|
| Assignee | First and Last name of contributor. |
| Team Contribution | Visual percent complete of items reviewed vs assigned. |
| Last Accessed | Last instance the contributor was in the Schedule system. |
| Ready for Review? | Confirmation the contributor has finished their markups. |
| Show Whole Project | Toggle if contributors see the whole project or only items they are assigned to. |
| Show Cost | Toggles if cost is shown when providing markups. |
| Clear Markup | Clear/delete markups made. |
Export Options
The Export User Markup function lets you export the markup data to excel after the review has been completed. This creates an archive of the data for reference.
Markups can only be exported per cycle. Once a new cycle is initiated, the previous cycle is over written. Exporting after a cycle saves the data before it is overwritten.
Start/Stop a Review Cycle
Once all the Review Cycle settings have been set, select the Start Review Cycle button at the top of the page in . This will begin the review cycle for Project Contributors to provide feedback and markup the schedule.
Step by Step — Generate a Review Cycle
- Select Manage Review Cycle. The team members that you added are listed but they have not taken any action yet
- Switch the Show Whole Project to ON for the persons you want to be able to view the entire project schedule. By default the markup users only see the section of the project that you have assigned them to
- Enter your message to provide guidance to the team members.
- Click Start Review Cycle.
- Click Yes to updating the project baseline.
As markups are being made, you can refresh the Manage Review Cycle page to see what percent complete contributors are with their markups
The color coding of the Team Contribution visualizes the summaries:
Green: Percent of items marked up reducing duration
Orange: Percent of items marked up increasing duration
Yellow: Percent of items marked as planned duration is OK
White: Percent of items pending review
- Click End Review Cycle after markups have been submitted.
