Quick Grids for Data Collection Overview

A quick grid is a collection of one or more customizable grids that is associated with a deliverable or activity that provides another location to enter information during a project. Quick grids are added to deliverables and activities in a process model, in much the same way as a template.

Adding the appropriate metrics and other data collection points to a grid allows the assigned deliverable or activity owner to conveniently manage the metrics and data collection directly on the screen, without having to download a template, update the document and save the results to Accolade. Quick grids also allow other members of the project to view the specific metrics and data associated with each deliverable or activity in a read-only version of the grid.

A quick grid can contain one or more of the following grid types:

Standard Grid - Standard grid that includes metrics to update and other components such as buttons and fields to enter text.
Matrix Grid - Matrix grids include columns of an existing matrix, rather than a cell-by-cell grid definition and allow deliverable and activity owners to add additional rows to the grid as necessary.

Process Designers associate quick grids to deliverables and activities in a process model. Any metrics referenced within the quick grid, and the matrices in matrix grids, are associated automatically with the model when the grid is added to a deliverable or activity. Quick grids are only editable during the current project stage. It may require detailed planning to ensure the necessary metrics can continue to be managed in quick grids throughout the project.

See the following to get started: