The screen works with existing GAINS queries defined in the Query Creator to identify action items.  The query results are retrieved via a hyperlink to the appropriate GAINS screen. On the left side of the GAINS Portal, users will find Workflows that are linked to various screens within GAINS. The right side of the screen consists of Key Performance Indicators(KPIs) to help the user to visualize their data. 

GAINS Portal Main Screen

The portal results shown above give the results of user-defined queries and the urgency associated with the value.  For example, the “Monthly Forecast Review” query has returned 1861 SKULs.  Clicking on the label “Monthly Forecast Review” opens the Forecast Detail screen with the 1861 relevant items already retrieved. 

GAINS Portal Configuration

To open the GAINS Portal Configuration window, click the "Options" button or the three gears in the upper right-hand corner, and click the GAINS Portal Configuration option.   

Navigating to GAINS Portal Configuration 

Here, new portal queries can be established, and existing portal queries can be modified or removed.  To create a new portal category, click on the “Add New Category” icon in the toolbar.  Name the category, and then add tasks (queries) by clicking the “Add New Task” icon.  The task is defined by the selected GAINS Query.  Next, choose which screen to associate with the task – this will be the screen that launches when the task is clicked.  If the Order Builder is selected, the sort ranks can be pre-applied as well. 
Finally, define the review range by the number of SKULs retrieved in the query.  After making changes for a task, click the “Save” icon in the toolbar.

GAINS Portal Configuration Display

Description of fields in GAINS Portal Configuration

Portal Bookmark Feature

The bookmark feature is available in V9 and X.

There is a bookmark button on the retrieval component within an assembly. It is used to allow the user to save a previous search, and the bookmark URL will save the criteria used in the most recent search.

Below are steps to create a bookmark:

1. Open Forecast Detail
2. Open Search component and retrieve on 5 different items
3. View results
4. Click the bookmark button to open the popup
5. Populate the fields in the popup and click “Add Bookmark”
6. Open the “GAINS Portal Page” and view your new bookmark in the “Bookmarks” section
7. If you click on your bookmark, you will be navigated to the Forecast Detail assembly with the criteria pre-populated and searched upon.

Executive Dashboard

In addition to the planner portal, the GAINS portal also contains the executive dashboard. Through this dashboard, user-defined Key Performance Indicator (KPI) graphs allow users to track performance and visually analyze inventory and supply chain metrics.  

The executive dashboard view can be dynamically changed between group or user dashboards, such as purchasing or finance, as well as by filtering through queries. These changes can be using drop-down search criteria in the upper right-hand corner next to the "Reset" button. Users can zoom in or out on any graph by right-clicking and selecting the appropriate zoom feature. Hovering over any graph will display an option for maximizing the graph in a new window for viewing in greater detail. In addition, by right-clicking a graph, the user will be given the option "Launch Details" that will open up the page corresponding to the selected graph that displays all the information used to populate the graph. 

Search Criteria

In addition, the drop down menu also allows the user to copy, print or export the graph. When selecting “Edit” in the drop down menu, the Graph Creator screen will pop-up with the selected graph, pre-populating the window.

KPI Options

Executive Dashboard Configuration

In addition to the planner portal, the GAINS portal also contains the executive dashboard. Through this dashboard, user-defined Key Performance Indicator (KPI) graphs allow users to track performance and visually analyze inventory and supply chain metrics.  

The executive dashboard view can be dynamically changed between group or user dashboards, such as purchasing or finance, as well as by filtering through queries. These changes are made in the drop-down menus in the upper right-hand corner of the toolbar. Users can zoom in or out on any graph by right-clicking and selecting the appropriate zoom feature. Double-clicking on any graph will load the graph in a new window for viewing in greater detail. 

The properties of each graph can be edited by right-clicking on the graph and selecting “Properties” in the drop down menu. This allows the user to change properties of the text displayed as well as properties of the graph such as border thickness and background color. The drop down menu also allows the user to copy, print or export the graph. When selecting “Edit” in the drop down menu, the Graph Creator screen will pop-up with the selected graph, prepopulating the window. 

To configure a given dashboard, open the Portal KPI Configuration window by clicking the “Portal Dashboard Configuration” icon in the Executive Dashboard toolbar.  Here KPI graphs can be added or removed to the executive dashboard, as well as reordered within the dashboard.

To add a KPI graph: 

• Select the KPI Category. This will populate the “Available KPIs” section with the relevant KPI graphs.  
• Select which dashboard to attach the KPI graph to.  
• Choose the KPI graph out of the Available KPIs by double-clicking on the desired graph.  

To remove a graph, simply double-click on the graph in the “Selected KPIs” section.  

To reorder the graphs, select a graph in the “Selected KPIs” section and use the up or down buttons accordingly. 

The Portal KPI Configuration window can also be used to edit which queries are available in the drop-down menu for dynamic viewing within each dashboard. This allows users to quickly reload their executive dashboard across relevant recurring queries. Queries that are already available are listed in the window. To add queries, use the “Add” button and select the desired query. To remove queries, double-click the query within the window. 

To run the dashboard through filters that are not within an existing query, users can run the dashboard through filters using the header search fields. The search fields can be accessed through the “Show/Hide Header” icon in the executive dashboard toolbar and can be edited with the “Define Header Fields” icon.

KPI Email Scheduling

The executive dashboard facilitates communication of KPIs through a built in “Email Scheduler” tool that can be accessed through the executive dashboard toolbar. This allows users to schedule recurring emails for custom distribution lists.

The default screen when opening the KPI email scheduling window brings users to create a new task.  
To make a new email task: 

• Fill in the name and description in the “Task name” tab. Save the task using the icon in the bottom right-hand corner. Once this is saved it will be in the drop-down menu of email tasks in the bottom left-hand corner. 
• Select the “Email Details” tab to enter the recipients, subject and email body.  
• Use the “Trigger” to set the email notification schedule to specific recurring dates and times. Emails can be set up on a daily, weekly or monthly schedule.  
• Use the “Attachments” tab to choose which dashboards are included in the emails. All graphs on each of the selected dashboards are compiled into a single attachment that is included in the email. 
• Save any changes before closing the window or switching email tasks. 

To update an existing email task, first select the task in the drop-down menu in the bottom left-hand corner. Then make any changes using the corresponding tabs, making sure to save the changes before closing the window or switching email tasks.

Launch Details

To launch details, users must navigate to the desired assembly, right click, and select "Launch Details." This will open up a separate tab in GAINS where the information for the associated assembly will appear. Here, users may view or edit any of the information linked to the assembly. For example, in the picture shown below, selecting "Launch Details" will take the user to the "On Hand vs Forecast Investment" assembly screen.

Launch Details Option