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Falcon for users

Get to know the basics of Falcon and the need-to-know stuff any user should know

Moritz Mußmann avatar
Written by Moritz Mußmann
Updated over a week ago

We’ll walk you through Falcon’s most important features to make your first steps as easy as possible.


Join your Falcon Hub

You will receive an invitation Email from Falcon, and you can sign up straight from there. Just follow these simple steps to get started.

  • Keep an eye out for an email from Falcon. Some modern email providers like Gmail may sort it into the “Notifications” tab.

  • Log in to Falcon using your confirmed email address and the password you were given.

  • Once you're logged in, we recommend updating your password in your user profile.

  • If you'd like to stay signed in without entering your password every time, simply tick the “Stay logged in” box in the login window.

Of course, it can happen that you forget your password — but don’t worry, it’s easy to reset.
If you’re trying to log in via www.nordan.tech and can’t remember your password, just click the link “Forgot your password?” at the bottom right of the login window to reset your password at any time.


Create your user profile

Of course, you can also manage your personal user profile. The settings icon in the bottom left corner of the window will take you to your user account, where you can enter your personal details, change your password, and choose between English and German. Here, you can also manage your account’s security settings and set up or manage multi-factor authentication.

You can find more information about the user account here


The whole project at a glance

With Falcon, we want to give you a clear and simple overview of your projects. Your personal dashboard is the starting point for this. From there, you can see how your projects are progressing and what activities are coming up.
You can learn more about this in the category “Your Dashboard” and further down in this article.

With a click on "projects" at the top left of your sidebar, you get to the actual projects. At first, you will surely notice the project tree. There are four levels in the project tree:

  • Level 1: Program

  • Level 2: Project

  • Level 3: Measure package

  • Level 4: Measure

Projects are aggregated into so-called "Programs". In Falcon, you primarily "work" at the level of measures. Projects and measure packages serve the purpose of aggregation. The small plus and minus symbols in the tree allow you to open and close the project as you wish. Select a desired level by simply clicking on it.

If a measure is marked with a star symbol, it means you are fully responsible for it. A folder symbol tells you that you have responsibilities for individual activities within a measure below.

You can find more information about the Project Structure here


Understand the traffic light system: Green, Yellow & Red

The traffic light system shows how the project is performing.
The left traffic light represents the progress of the activities, while the middle one shows the effect performance, and the right traffic light displays qualitative performance.

  • Red means delayed or behind plan

  • Yellow means slightly delayed or slightly behind plan

  • Green means that the elements are on time or on budget/track

The threshold values for the traffic lights are defined by your project administrators.

You can find more information about the Traffic Lights here


Your Dashboard

After you log in to Falcon, your personal dashboard appears with ...

  • Your personal effects history: Here, a distinction is made between planned and actual effects. Effects are aggregated from measures in which you are involved and/or for which you are responsible.

  • A bar chart with information about your activities: You can see how many of your activities are delayed and how many are scheduled to start and end in the next 30 days.

  • Your personal effects and activities achievement: These show the results and degree of achievement of the effects or activities for all measures for which you are holistically responsible, and also for all measures in which you are involved.

If you move your mouse over certain elements, Falcon will show you additional information and helpful hints, including for the traffic lights.
You can also adjust your dashboard by rearranging the widgets using drag and drop.


Your Work

Perhaps the most important element in Falcon is your personal schedule. It gives you a clear overview of all your planned activities, so you can easily see what’s coming up and when. To view your tasks, click the “Tasks” icon in the sidebar.

From there, you can work through them at your own pace and based on your priorities.

  • You can sort the table however you like by clicking on any column header

  • Filter any column using the dropdown in the column header — for example, to show only pending activities in the “Status” column by selecting “Open”

  • Edit your activities and tick off completed ones

  • Jump to the activity via a click on the measure (hyperlink) at the end of the line

You can find more information about the Schedule here


Start the project work

Manage Activities

Each measure has its own schedule. The schedule shows you who is doing which activity at what time. Falcon distinguishes between the planned schedule (the columns "Start (Plan)" and "End (Plan)") and the actual schedule (the columns "Start" and "End"). Only project managers and administrators manage the plan.

On the measure level, however, you can specify in the so-called Actual columns (right) when you will probably carry out the activities assigned to you and whether you have already completed an activity. To complete an activity, you can also simply tick the box. Falcon will take care of the rest - especially entering the data.

If you have write permission, you can suggest a new activity: Simply click on the plus symbol above the schedule of a measure and describe an activity in the new line. Before you save it, you need to specify the start and end dates in the Actual columns on the right. In the next step, the project administrator can accept the activity by transferring it to the plan.


Manage Effects

In Falcon, you can track budgets in addition to the schedule. To do this, you can use the "Effects" area on each tree element. However, you can only make entries at the measure level. 

Your project managers and administrators determine what your respective table looks like. The table shown here in the Effects area is usually divided into the following sections:

  • P&L

  • Balance Sheet/Cash

  • KPIs

In addition, there is the aggregated column, that shows an aggregation of the effects over time. The effects grid is divided into plan values, actual values, and the delta. If you want to enter something, do so in the desired cell under "Actual". Falcon will automatically calculate a delta, and your traffic light will be green (...of course!).

You can find more information about Effects here


Status

At regular intervals, those responsible for measures are asked to create a new status report for their measures. Progress, risks, and decision needs can be reported here.

  • Navigate to the Status tab in your measure and familiarize yourself with the overview.

  • Now create your own status report. To do so, click on the plus symbol above the first status report. Fill in at least a comment. But if available, also give information about current risks and their probability and impact, and also decisions that need to be discussed in the next steering committee.

  • With a status report, you can also set the third traffic light, based on your qualitative assessment of the measure.

  • Status reports can be created at all tree levels.

You have the option of marking critical status updates. To do this, check the box flag status report. The status is now indicated by a red flag, which is reflected throughout the project tree. If the status is solved, the flag disappears again.

You can find more information about the Status here


Change Hubs

If you are a member of more than one Falcon environment (so-called "Hub"), you can easily change your Hub & associated project landscape by clicking on the planet icon in the left sidebar.

Click on the icon and select the desired Hub, or have a look around in the "Manage Hubs" Area. From there, you can also create new hubs directly!

You can find more information about the Hub Manager here


Support

For Falcon, there are several support ways through which you can get help quickly and easily. Choose the way that suits you best:

  • At the bottom left is a question mark that can be used to open a support chat. This way, you can get direct, personal help.

  • Our Help Center link is automatically displayed here as a standard message. This will take you to an online portal with short, clear explanations and videos on all questions: support.nordantech.com

  • We are also happy to receive email enquiries at support@nordantech.com

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