# Program Management dashboard

The Program Management dashboard displays active or all engagements for your organization and the ability to drill down to see an active engagement lifecycle or engagement details.

All active engagements
All active engagements

The table below provides a high level description of available actions on this dashboard, followed in more detail in the sections below it.

Program Management Dashboard Section Function
1: Engagement status count tiles
  • Provides a quick view of your organization's engagements and their statuses
  • Selecting a tile filters the All engagement's tab in the Engagements list (2)
2: Engagement list Presents a view of your organization's active engagements or all engagements (past and present). The Engagement lifecycle/table displays when you select an active engagement and a table of all engagements displays when you select the All Engagements tab
3: Calendar/Action Items Provides a calendar view of your engagements, filterable and linked action items, and linked reports

# 1. Engagements by status (filters)

The top row of the Program Management dashboard displays selectable engagement status tiles. The tile summaries convey a count of your organization's engagements by status for those that are scheduled, in progress, pending retest, and completed.

The engagement tiles' numbers are based on the engagements to which your user account has access. Selecting any of the engagement status tiles filters the engagement's listed on the All tab (see Engagements list below) by the selected status.

Program management filtered by title
Program management filtered by title

Select this status: To display this information:
Scheduled Engagements A filtered list of all your engagements that are new and have a start date of today
In Progress Engagements A filtered list of all your engagements that have a state with one of the following values:

  • In Progress
  • Peer Review Requested
  • Peer Review Approved
  • Peer Review Revisions
  • QA In Progress
  • Peer Review Completed, and
  • Peer Review
Pending Retest Engagements A filtered list of all your engagements that have a state of Pending Retest or Remediation Retest
Completed Engagements A filtered list of all your engagements that have a state of Completed

# 2. Engagements list

The engagements list on the far left section of the Program Management dashboard provides an option to view only your active engagements (Active tab) or all of your engagements, past and present (All tab).

# Active engagements list

Selecting an engagement row on the Active tab displays that engagement's lifecycle in the middle section.

Program management active lifecycle
Program management active lifecycle

View the engagement’s lifecycle stage in the view only timeline. The table below describes the high-level description of activity taking place during each stage of the engagement’s lifecycle.

Engagement Lifecycle Stage Activities/Display
Kickoff Includes action items both for the customer and NetSPI to complete and includes recent comments on the engagement.
Testing In Progress Shows the number of findings found so far, as well as each severity's total count. You can also view recent comments on the engagement.
Peer Review & Reporting Displays the latest number of findings found so far along with recent engagement comments and a report delivery due date.
Remediation Window
  • Displays the number of findings resolved during remediation. You can view the recent comments and the report.
  • You will be able to select a button to notify NetSPI when you are ready for a retest. This will send an email to your Project Manager prompting them to schedule the retest.
Remediation Retest
  • Displays a button that will redirect you to the report and the user comments.
  • Once the engagement is complete, it will move to the All tab after two weeks after the completion date and will no longer display in the Active tab.

You can also take the following actions on the active engagement:

  • View the engagement's findings in full screen, print the chart, or download the image or a CSV file of the number of findings and their status.

Program management dashboard findings
Program management dashboard findings

  • Notify NetSPI the engagement is ready for retest, view the engagement's report on the engagement detail's Reports tab, or add comments to the engagement for your internal staff or to communicate to a NetSPI staff member.

Program management dashboard communication
Program management dashboard communication

# All engagements list

Selecting the All tab displays a table view of all your organization’s engagements, past and present.

Program management dashboard all tab
Program management dashboard all tab

Selecting any row of the All engagements tab displays all of that engagement’s details in the Engagement Details page.

From the All tab, you can also take the following actions from the top of the table:

Program management dashboard all tab options
Program management dashboard all tab options

  • 1: Search across all engagements
  • 2: Filter the engagements to display only those that meet certain criteria
  • 3: Configure which data displays in the All Engagements table display using the columns configuration
  • 4: Set how many rows display in the table

Program management all tab table row
Program management all tab table row

# 3. Engagement calendar/action items

The calendar and action items display information for the selected engagement.

Program management dashboard calendar
Program management dashboard calendar

  • Select any day of a week in the calendar to display the engagement's scheduled tasks. Selecting linked tasks takes you to a detailed view.

Program management dashboard calendar actions
Program management dashboard calendar actions

  • Select the Action Items tab to view the total count of engagement action items that are overdue, in progress, or new. The grand total of action items displays next to the tab's heading. Selecting the task type count buttons (Overdue, In Progress, or New) filters the action detail below it to actions that are overdue, in progress, or new.

Program management dashboard calendar actions new
Program management dashboard calendar actions new