The first thing you see when you login to MergerWare is the Dashboard
Switching between Admin and IM dashboards
- If you are an Admin on the platform, you will have the option to switch between Admin and Integration Manager Dashboard views
- You will find a dropdownlist on the top right corner of the screen
- Selecting Admin will show you the Admin Dashboard view and selecting IM will show you the Integration Manager/User Dashboard view
Platform Configuration
Risks and Issues
- Two graphs showing the risks and issues of the deals selected in Configure View
- If you click on the risks graph, a table with detailed info about these risks is going to appear below the graph
- The same thing will happen if you click on the issues graph
- You can also edit the risks and issues directly by clicking on them individually in the details table
Favorite Tasks
All tasks that you’ve favorited will show up on this list. This depends on the deals selected in Configure View.
Deal Pipeline
The pipeline shows the start and end dates of the deals selected in Configure View. You can scroll right to see deal end dates.
Configure View
- You can select which ‘Deals’ you would like to view
- You can also select which ‘Gates’ of Deals you would like to view
- You can specify the status of the ‘Deals’ and ‘Gates’ you would like to view
My Tasks
You will see the tasks assigned to you in each of the deals selected in Configure View.
Announcements
You can add announcements for each deal, specifying the Subject and Description. They can be seen by everyone assigned to the deal.
MergerWare Help Docs 