Navigation:  Application Modules > Deals > Deals > Dashboard Heading

On all deal dashboard screens (routing and meter/well) there is a common heading area, near the top of the screen.  This heading area provides you with the ability to quickly flip to:

 

 

Whenever you are on a deal screen, and you see this heading area (below) then you will be able to simply select any of these two items (production month and/or volume type) to see the volumes, pricing or calculation results for those specific entries.

 

Important note:  You can set your personal defaults on both the volume type AND the initial production month by updating preferences through the system preferences speed button at the top of each screen.  This can save quite a bit of time by allowing you to setup a 'start month' and 'volume type'.  Once your preference is set, then when you work with your deals, you will initially positioned on that production month and volume in this header area at the top of the screen.

 

 

 

You will also notice that there is a 'Stage' and a 'Status' area associated with each production month and volume type.  Below are the possible values:

 

Stage - Represents the stage for the specified production month.  The following stages are available:

 

Supply Planning -  This is the PRE month of flow (MOF) timeframe.  Typically, volumes are configured so that only supply planning type volumes are entered during this time period.

 

Month of Flow -  This represents the actual month of flow (MOF).  Typically, volumes are configured where nominations (noms) and estimated actuals (or confirmed) are entered during this time period.

 

Actualization -  This represents the POST month of flow (MOF) timeframe.  Typically, volumes are configured where actual volumes are entered during this time period.

 

Historical -  This represent a final time period (post the actualization stage).  Typically,  volumes are configured where PPA volumes are entered during this time period AND this time period extends indefinitely for a given production month.

 

Important note:  There is a separate security rule defined for each volume type.  This enables establishment of security groups whom can only update specific volumes and pricing.

 

Status - This represents the current status for the monthly stage.  The status can be updated thru the production month status update 'speed button' function (for appropriate individuals with security).  The following status entries area available:

 

Pending - The production month and volume can be updated.  No calculations against underlying volumes are performed.  All production volume types are initially set in a 'Pending' status.   When the month of flow is about to begin, then the status is typically flipped to ''Available'.  This heading area, for production month volumes in a pending status will be shown with a blue background as in     Pending  .

 

Available - This indicates that the production month and volume are currently being worked.  Calculations are being conducted against all volumes, prices, costs, etc when the status is 'Available'.This heading area, for production month volumes in an available status will be shown with a green background as   Available  .

 

Frozen - This indicates that the production month and volumes have been frozen and cannot be changed. This heading area, for production month volumes in a frozen status will be shown with a red background as   Frozen  .

 

 

Additional Graphic Buttons - On many dashboard deal detail screens you might find a bank of graphic buttons adjacent to the standard dashboard heading area.  These additional buttons represent additional 'navigation' buttons to enable you to swap between various areas of a deal, with the specified route or meter/well, without having to go back and forth to the dashboard.  There are currently two 'Deal' dashboards.  The 'Routing' dashboard is available on all transport/gathering related deals.  While the "Meter/Well" dashboard is available on all deal types.

 

 

This represents the additional routing dashboard navigation buttons that appear on many of the detail "Route Dashboard" screens.  Specific details on the functionality of the screens for these additional & adjacent graphic buttons can be found on the deal routing dashboard detail area.  You can place the cursor over these buttons at any time to get a tip on what area of the system you will be taken to, if you click it.

 

 

 

 

This represents the additional meter/well dashboard navigation buttons that appear on many of the detail "Meter/Well Dashboard" screens. Specific details on the functionality of the screens for these additional & adjacent graphic buttons can be found on the deal meter/well dashboard detail area. You can place the cursor over these buttons at any time to get a tip on what area of the system you will be taken to, if you click it.