Feature Release: Projects

Module: Plans (Projects as a paid add-on)
Release Date: November 15, 2023
Who has access: Everyone

Envisio Projects allows you to centralize the management and communication of your capital improvement projects while seamlessly connecting with your organization’s strategic plan. It’s now easier than ever to manage, collaborate, and communicate your Capital Improvement Plan (CIP) progress.

Projects extends the Envisio platform functionality to help public sector leaders:

• Consolidate and manage more critical plans and projects in one place
• Align Capital Improvement Plans with Strategic Plans
• Deliver capital improvement projects on time and one budget
• Improve transparency with staff, elected officials, and communities on progress made and resources spent on capital improvement projects

Strategic Plan Integration

Envisio Projects integrates with Envisio Plans so you can link CIP projects directly to the lowest level of your plan, whether that’s a strategic plan or capital improvement plan. This means your projects and progress roll-up directly into your strategic objectives, fostering a unified vision for your organization. No more hunting for progress updates or wrestling with data gaps—any project status or written updates will now auto-update within your overarching plan.

Detailed Insights With a Simple Click 

With this feature, you’ll gain access to the project details that are displayed as linked plan elements. These details, including descriptions, project names, phases, budgets, owner information, start/end dates, priorities, and tags, are readily available, delivering powerful insights into project progress and alignment with your strategic goals.

Plans Public Dashboards: A Window to Success 

Public dashboards provide a dynamic window into your organization’s progress. You can seamlessly embed
your project summary and map into your overall Envisio public-facing dashboard. This provides residents,
elected officials, and other stakeholders with visibility into your strategic initiatives, projects, and even
geographical mapping.

Effortless Reporting: Tailored Insights 

Envisio’s Projects and Plans integration doesn’t stop at increased visibility; it also simplifies your reporting. When
linked, your projects seamlessly become part of your plan progress and performance reports, granting you
access to the same robust reporting functionality that Envisio is known for. Customize your reports by including
or excluding linked plan elements, and filter them by department, tags, timeframes, and more. Whether it’s
progress reports, tabular summaries, or multi-plan analyses, you have the tools to tailor your insights precisely
to your needs.

Internal Management

Gantt Chart: Schedule for Success

Review projects and tasks within a comprehensive Gantt chart, offering a visual representation of timelines of
projects and tasks. Easily download Gantt charts for collaboration, and apply filters to streamline project views.
The Gantt view provides an in-depth look at task timelines, dependencies, and project phases, to help you with
project management and planning.

Project Management: Master Details With Ease

Projects is a centralized platform for progress, updates and task management. Create unlimited projects, and
assign project types with customizable phases and fields to meet the variety across departments. Easily filter
and sort projects by phase, department, status, and more. Track project details including tasks and budget
breakdown, including percentage of budget spent. Assign a risk status, priority, and project phase—and add
contributors for easy collaboration and assignment.

Have people on your team who simply need to be in the know? We have an observer role for that. Hover over
the project summary for a quick glance into the details, including the auto-calculated progress percentage.

Task Management: Level Up Your Organization

Envisio’s task management features takes project organization to the next level.

Create an unlimited number of tasks or subtasks, assign owners and observers, set start and end dates, and
establish dependencies effortlessly. Easily identify tasks that may be blocking others, and see which ones
are being stalled by dependencies. Tasks are weighted into the project progress percentage, ensuring your
progress is always accurate. You can easily add, edit, and delete comments, while task links make sharing and
collaboration a breeze.

And, if a task template proves effective, you can easily duplicate it to simplify future task creation!

Transparency

Projects Public Dashboards

Projects public dashboards makes it easier than ever to improve trust and transparency with your community. Public-facing project dashboards provide insight into project progress and connect residents with plans for their neighborhoods.

Simply select and unselect projects to tailor each dashboard to your audience’s needs. Include project overview, progress, location, and budget.

Drill-down capabilities enable stakeholders to delve into project details right from the dashboard, offering an engaging and informative way to explore projects aligned with their interests.

Interactive Map Location: Putting Projects on the Map

Interactive maps make it easy for project teams to plan and track projects while residents can easily see what’s happening in their neighborhood. The interactive map allows residents to explore projects relevant to them and drill-down into the project overview to see the budget, status, and phase so they understand how their tax dollars are being allocated.

Envisio’s interactive map makes it possible to associate each project with a specific map location. When a project is selected, the map auto-zooms to its location, enhancing geographical context. The search functionality and the find my location feature, make it easy to find specific project locations or zoom into your neighborhood.

Additional Features

Document Integration: Streamlined Access to Resources

Manage project-related documents with ease, attaching and organizing documents of
various types. Assign private or public access to documents and share links to provide
efficient access to essential resources.

Collaboration Using Link Sharing and Comments

Collaborate around tasks by copying and sharing the link in the channels you use most.
The viewer can easily comment on the task to keep communication in one place.

Auto Updates and Email Notifications

Envisio’s auto updates and email notifications keep project teams informed and
engaged about CIP progress and how it is relating to the strategic plan. A notification
digest can be sent to project team members every Monday morning. You can also send
email notifications, as needed, to ensure critical updates, assignments, and notifications
are quickly communicated to project team members. Easily customize notification
preferences for individual users.

Communication and QR Code Integration

Envisio’s QR code integration rounds out this powerful feature set. Simplify public
engagement with a QR code that redirects residents and other stakeholders to your
project dashboard. This means a centralized space for communication and collaboration
about your CIP, streamlined interactions, and enhanced transparency.

Help Center Articles

Getting Started with Projects
How To: Manage Project Settings 
How To: Create a New Project
How To: Report on Projects
How To: Link Projects to Plans
How To: Manage Project Notifications

Task Management
How To: Create Project Tasks
How To: View Project Tasks
How To: Complete Project Tasks

Project Management
Best Practices: Project Updates
How To: Provide a Project Update

Projects Dashboards
Overview: Projects Dashboards
How To: Configure Project Dashboards
How To: Publish and Share Project Dashboards