Home, search and notifications

Three things keep you on top of Roiva without hunting for it: Home, the search box and the bell.

Home

Home, at the top of the sidebar, is where the week starts. From the top:

• Setup banner — if you left the setup flow partway, Finish setting up your workspace has Continue setup to take you back into it, and Dismiss hides it. The Setup Guide's remaining steps are a row in the Inbox below. While sample data is all the account has, a banner says you're exploring with sample data, with Remove sample data.
• Sample data left out — once one of your own initiatives has a cost or an approved value entry beside the sample ones, Home's cards and every ROI tab leave the sample data out, and a line that can't be dismissed says Sample data is left out. and what it held. Once you have an initiative of your own, the Inbox leaves out rows about sample initiatives too.
• Connection failing — when a connection's sync is failing, a warning names it, with a link to review it. See Why is my integration not syncing?
• The four cards — Planned cash value, Cash value, Total cost and Actual cash ROI (Planned cash ROI while nothing is measured). The line under Cash value names any freed capacity, which is never added to it, and the measured cards are each set against the plan to date. Home counts everything recorded to date; to read the same figures over a shorter period, open ROI → Overview and choose one there. Until anything is measured, one card says Nothing measured yet and offers the step that gets the first figure.
• Inbox — the things to do next, one row each (below), with View all for the whole list
• Recent activity — what's happened in the last two weeks; View all activity opens the full list

To take the portfolio away as a file, open ROI → Reports, where the Portfolio Snapshot is available as Excel, PDF or PowerPoint for the reporting period you pick there.

Inbox

Each row says what's wrong in one line, and its button opens the page where you fix it. There's one row for each kind of thing outstanding, most urgent first, and what makes a reported figure wrong comes before the rest. The kinds are:

• Synced spend no initiative books, and connections not linked to an initiative (Link to initiatives). Your total cost reads low until it's linked, so ROI looks better than it is.
• Spend counted as both one initiative's cost and another's saving (See what's doubled)
• Decisions waiting on your approval (Review and approve) — only the ones you can approve
• Value entries of yours not yet submitted for review (Review and submit)
• Approved value entries calculated from a reading that has changed since (Review the entries)
• Measurement charters to sign, review or draft (Open charters)
• Value formulas waiting on a figure from you (Enter the figures), or on a sync. If one connection brings everything they need, Owners and Admins get a button that syncs that connection now.
• Initiatives missing a baseline, waiting on an after-value, or due for a re-measure. Each opens the Inbox on those figures.
• Flagged initiatives (See what's wrong): a blocker nobody has cleared, no owner, no cost recorded, or nothing happening for a month
• Initiatives spending past their approved budget (Check the budgets)
• Vendors priced by a books factor that has moved (Review the factor)
• The Setup Guide's remaining steps (Open the guide)

With no initiative of your own yet, the connections row asks you to Create an initiative first.

The bell-slash icon at the end of a row, Snooze for a week, hides it for you alone. It comes back after seven days, or sooner if its count changes: a row about 3 entries is a different row once there are 4. Snoozed rows are counted beside the Inbox heading; click the count (for example 2 items snoozed · Show) to bring them all back.

Search

The search box in the top bar finds things across your account. Press ⌘K on a Mac, or Ctrl K on Windows, to jump to it from anywhere. Type at least two characters. The dropdown groups what it finds:

• Initiatives, and Records: paste an invoice number, charge ID or ticket ID to find the cost entry, value entry or reading Roiva booked from it
• Pages in the app, such as Approvals or General Settings, as far as your role and plan open them
• Metrics, Value Formulas and Assumptions
• Connections, by name, account or platform. A platform you haven't connected shows too, so you can connect it.
• Vendors you pay, for people who can read cost entries
• People — opens Initiatives filtered to what that person owns
• Templates, Notes and Docs

Arrow keys move through the results, and Enter opens one. The View all results link at the bottom opens the Search page, which also lists assessments. Before you type, the dropdown shows what you opened most recently (Recently Viewed), or, until you've opened anything, the account's most recently updated initiatives.

The search box isn't shown on phone-sized screens.

Notifications

The bell in the top bar shows how many notifications you haven't read. Opening one marks it read and takes you to what it's about. Mark all read clears the count, and View all notifications opens the full list.

You're notified about:

• Approvals — an initiative or value entry submitted for your review, and a daily reminder for anything that has waited too long. Waiting too long means the Approval SLA (days) an Owner or Admin sets under Organization Settings → Approvals, or 3 days if none is set.
• Initiatives and entries — an initiative you own or approve changing stage or being rejected, and a value entry you recorded being approved or disputed
• Imports — a CSV import you started finishing, with what it recorded and what it skipped
• Files you asked for — a full account export or an auditor packet being ready to download
• Your team — someone joining or leaving the account, and your own role changing

A failing sync doesn't send a notification. It shows on Home and on the connection's page.

Turning notifications off

Open your name at the bottom of the sidebar, then Profile → Notifications.

The first card, On a schedule, sends Your Inbox where you work: the same rows the Inbox page shows. How often and What is worth sending set it, and where the account has Slack or Teams connected, Also post it to a channel sends it there too. Untick Email to get it in the channel only. Setting How often to Off stops it.

Below it, each switch turns a category off:

• Monthly ROI digest — an email summing up the month just ended, sent only when the month had something in it
• Approvals & initiative updates — approval requests and reminders, rejections, stage changes and value entry decisions. It also stops the daily email listing what's waiting on your approval.
• Import alerts — the bell notification when a CSV import finishes
• Team changes — the bell notification when someone joins or leaves

Choose Save preferences. Export-ready and packet-ready notifications, and changes to your own role, always arrive: you asked for the file, or it's about your own access.

Slack and Microsoft Teams channel alerts are set on the connection, not here: see Managing a connection.