Our new parts engine is a flexible tool to create a report perfect customized to your vCIO processs.

You can edit parts in two ways

Template Parts

Go to the Settings>Templates>Open Template>Parts
Report Parts

Click "Report settings" at the top of open report:

Using our new parts engine you can:

Rename parts
Change parts icon
Change parts order
Configure default part content
Add new custom parts
Disable/enable parts for different modes

Apply changes only for one report or to all drafts.

How to apply changes:

System saves all changes and applies it to new reports.

To apply them to all drafts use "Apply changes to all drafts" button or "Apply to current report" button (available while editing parts from report).

Parts types

Executive Summary

Default text part for a brief 1-3 sentence recap of the total state of affairs with technology in a company.
Assessment

Default part with items, item grades, state, solution, budget etc.. All columns and items are according your template settings:
Template - > Parts -> Assessment -> Assessment / Grade / Columns
Assessment legend

That default part shows Assessment Grade and Grade icon with Legend.
You can change Legend text on Template - > Parts -> Assessment -> Grade
Assets

That part shows the assets (Configurations) which came from ConnectWise.
You can make sure that your assets integration enabled on
Settings -> Integrations -> Open integration -> Configurations
Assets legend

That default part shows Assets Grade and Grade icon with Legend.
You can change Assets Grades and Grades Legend on
Settings -> Configurations -> Grades
Roadmap

That default part shows the plan for future 5 year.
System shows the Assets and Assessment Items, their status, solution and budget by quarters.
You can turn ON/OFF the Assets or Assessment Items for Roadmap, change group options or apply filters under the Roadmap tab on the Report.
Budget

That default part shows the budget for future 5 year.
System shows the Assets and Assessment Items, their status, solution and budget by quarters and months in a table view.
You can turn ON/OFF the Assets or Assessment Items for Roadmap, change group options or apply filters under the Budget tab on the Report.
Overview

This is your Widgets Part, or Dashboard. You can read more about Overview here.
Text part

This is a custom part. It consists of text editor and internal notes area (notes are hidden from Display / Presentation mode).
You can add as many text parts as you need.
Cover Page

This is a custom text part. It consists of text editor. You can use the commands to create one the same template for all clients, system will change content depend on report (see prompt near the text editor). You can read more about Cover Page here.
You can add as many cover pages as you need.
External Content

This is a part for external content links (like Lucidchart, Google docs etc.).
When you add this part on a template you can add the links for all your clients on one page, don/t need to open every report.
You can add as many External Content parts as you need.
Just won't forget to share access to your data, otherwise you'll be the only one who'll see the content.
Embed Content

This is a part for Embed content links (like BrightGauge, for example).
When you add this part on a template you can add the links for all your clients on one page, the same as with External Content part - just paste your link across the Clients name.
You can add as many Embed Content parts as you need.
Just won't forget to share access to your data, otherwise you'll be the only one who'll see the content.