How to Track Mapping Progress

The Mapping Progress tab on the Dashboard displays field mapping completion across service requests, with forecast data, target dates, and status breakdowns for an integration.

Mapping Progress Workflow

To review mapping progress for an integration:

1. Click Dashboard and select the Mapping Progress tab.

2. Choose an integration from the drop-down menu. If you set a default integration, it loads automatically.

3. Review the dashboard components:

   • Overall progress bar — Percentage of fields in a done status across all service requests, with a count of unresolved comments.

   • Forecast cards — Four stat cards that summarize the project trajectory. See Configure Forecast Settings.

   • Pie chart — Fields broken down by status category (Done, In Progress, Unstarted, and No Status).

   • Service request list — Each service request with its own progress bar and completion percentage. Click the arrow button next to a service request name to open its field mappings on the Mapping page.

Configure Forecast Settings

The four forecast cards display these metrics:

• Project Status — Whether the integration is on track, ahead of schedule, behind schedule, or past due. The system calculates this from the target date and the configured fields-per-day rate. If you do not set a target date, the status displays as "In Progress."

• Target Date — The date the integration should reach completion. If the project is behind schedule, a "Need X/day" indicator shows the daily throughput required to finish on time.

• Fields / Day — The configured daily mapping rate used for forecast calculations.

• Fields Left — How many fields remain out of the total.

Users with admin or staff permissions can configure the target date. To set a target date:

1. Click the pencil icon on the Target Date card.

2. Select a target date from the date picker.

3. Click the check icon or click away to save.

To set the daily mapping rate:

1. Click the pencil icon on the Fields / Day card.

2. Enter the expected daily mapping throughput.

3. Click away to save.

The Project Status card updates immediately to reflect whether the current rate meets the target.

Set a Default Integration

To set a default integration that loads automatically when you open the Mapping Progress tab:

1. Select the integration from the drop-down menu.

2. Click Set as default below the drop-down menu.

The star icon fills in to confirm. The default persists across sessions. To change the default, select a different integration and click Set as default again.