SAP Plant Maintenance User Guide
November 11, 2016 | Author: MuraliRudrabhatla | Category: N/A
Short Description
SAP Plant Maintenance User Guide...
Description
Clarity V12
Information Systems Group (ISG)
Contents
Introduction
Clarity
Open Workbench
Information Systems Group (ISG)
Introduction
Information Systems Group (ISG)
Course Objective
Provide training for prospective users of Clarity in CG India Provide details of best practices to prospective users Provide details of Do’s and Don'ts to prospective users
Information Systems Group (ISG)
Target Audience
All prospective users of Clarity in CG India
Information Systems Group (ISG)
Group Tools Initiatives Engagement Management
Collaboration Management
CA - Clarity
TeamForge
Configuration Management
Interactive Communication
Subversion
MS Live Communication Server
No one tool will provide us with the functionality to address all our requirements Information Systems Group (ISG)
Support Structure CA
COE Technical Support
USER ISG Functional Support
Information Systems Group (ISG)
Clarity References Reference materials: Deliver Intranet E-learning modules: http://mylearning.capgemini.com Support: Helpdesk India Helpdesk ISG Clarity Tool
(http://servicedesk.in.capgemini.com)
Information Systems Group (ISG)
Actions in Clarity
Project and Resource Set Up Resource Tagging Timesheets Project Monitoring and Control
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Clarity
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Clarity Instances
Production Instance: http://empower.capgemini.com Demo Instance: http://claritydemo.capgemini.com
Information Systems Group (ISG)
Pre-requisites Users should raise a request with the Helpdesk and get their Clarity Account setup Users should also request for Project manager Access rights on their respective projects On receiving the login credentials: Logon to: http://empower.capgemini.com Enter your Username and Password on the login page
Information Systems Group (ISG)
Logon to Clarity
Username
Password
Information Systems Group (ISG)
Clarity Screen Layout By default the Clarity Overview page will be displayed
Portlets Settings and Help
Navigation Menu Information Systems Group (ISG)
Clarity Search / Access Project View Project Properties View Team Members View, Create and Assign Tasks Track Risks, Issues and Change Requests Collaboration Manage Documents Create Action Items Discussions Use Calendar View Project Dashboard Project Planning using Open Workbench Timesheets Generate Standard Reports from Clarity Generate Customized Reports from Open Workbench
Information Systems Group (ISG)
Search Project
Click on Projects link
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Search Project
Clicking on “Show All” would enlist all the projects you are tagged under Clarity
Information Systems Group (ISG)
Search Project
Enter a wildcard character ”*” followed by the project name or project ID in the respective filter
Click on the Project name
Information Systems Group (ISG)
Clarity Search / Access Project View Project Properties View Team Members View, Create and Assign Tasks Track Risks, Issues and Change Requests Collaboration Manage Documents Create Action Items Discussions Use Calendar View Project Dashboard Project Planning using Open Workbench Timesheets Generate Standard Reports from Clarity Generate Customized Reports from Open Workbench
Information Systems Group (ISG)
Project Properties This has opened the Project Properties page
Shows the details of the project
Click on “Add to My Projects” ” to have the project shortcut on your overview page
Name of the project manager
Information Systems Group (ISG)
Track mode should be Clarity
Clarity Search / Access Project View Project Properties View Team Members View, Create and Assign Tasks Track Risks, Issues and Change Requests Collaboration Manage Documents Create Action Items Discussions Use Calendar View Project Dashboard Project Planning using Open Workbench Timesheets Generate Standard Reports from Clarity Generate Customized Reports from Open Workbench
Information Systems Group (ISG)
Team Click on Team tab to view team members Resource - Hard Book right allows you to tag resources to the projects for which they require the access
Staff will show you the list of all team members Allows you to hard book a resource or role to a project.
This column will indicate whether or not they have access to enter time against this project
Information Systems Group (ISG)
Clarity Search / Access Project View Project Properties View Team Members View, Create and Assign Tasks Track Risks, Issues and Change Requests Collaboration Manage Documents Create Action Items Discussions Use Calendar View Project Dashboard Project Planning using Open Workbench Timesheets Generate Standard Reports from Clarity Generate Customized Reports from Open Workbench
Information Systems Group (ISG)
Tasks
Click on Tasks
This will show the tasks in your project in a random order
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Tasks
Click on the ‘+’ sign to see the levels under it
This will show the tasks under the respective Higher level
Information Systems Group (ISG)
Tasks
Click on the ‘+’ sign to see the levels further under it
To create a new task
Delete a task if it has no efforts booked against it Assign a selected task to one or more team members
Information Systems Group (ISG)
For a Gantt Chart view
Clarity
Track Risks, Issues and Change Requests Risks Issues Change Requests
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Risks
To create a new Risk, click on New
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Click on Risks under Risks/Issues/Changes tab
Risks
Enter details in all fields marked as required
Click on Submit Information Systems Group (ISG)
Risks
This has created a new Risk
Information Systems Group (ISG)
Clarity
Track Risks, Issues and Change Requests Risks Issues Change Requests
Information Systems Group (ISG)
Issues
Click on Issues under Risks/Issues/Changes tab To create a new Issue, click on New
Information Systems Group (ISG)
Issues
Enter details in all fields marked as required
Click on Submit Information Systems Group (ISG)
Issues
This has created a new Issue
Information Systems Group (ISG)
Clarity
Track Risks, Issues and Change Requests Risks Issues Change Requests
Information Systems Group (ISG)
Change Requests
Click on Change Requests under Risks/Issues/Changes tab To create a new Change Request, click on New
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Change Requests
Enter details in all fields marked as required
Click on Submit
Information Systems Group (ISG)
Change Requests
This has created a new Change Request
Information Systems Group (ISG)
Clarity Search / Access Project View Project Properties View Team Members View, Create and Assign Tasks Track Risks, Issues and Change Requests Collaboration Manage Documents Create Action Items Discussions Use Calendar View Project Dashboard Project Planning using Open Workbench Timesheets Generate Standard Reports from Clarity Generate Customized Reports from Open Workbench
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Documents
Click on “Documents” under Collaboration tab
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Click here
Documents
Click on “Add Documents” if you want to add documents directly under this folder or click “New Folder” to create a new folder under it
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Documents
Fill details for the new Folder Click on Submit
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Documents
New Folder is created
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Documents
Choose “Add Documents”
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Documents
Click on ‘ADD’
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Browse Document/s to be attached
Documents
The document has been added
Information Systems Group (ISG)
Clarity Search / Access Project View Project Properties View Team Members View, Create and Assign Tasks Track Risks, Issues and Change Requests Collaboration Manage Documents Create Action Items Discussions Use Calendar View Project Dashboard Project Planning using Open Workbench Timesheets Generate Standard Reports from Clarity Generate Customized Reports from Open Workbench
Information Systems Group (ISG)
Action Items
Click on Collaboration tab Click on Action Items Click on New
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Action Items Enter details in the Required fields identified by a red asterix next to the field name
Click either Save or Submit
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Action Items
The Action Item is created
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Action Items
You may click on the Item name to edit it The assignee can change the status based on the work done against it
Information Systems Group (ISG)
Clarity Search / Access Project View Project Properties View Team Members View, Create and Assign Tasks Track Risks, Issues and Change Requests Collaboration Manage Documents Create Action Items Discussions Use Calendar View Project Dashboard Project Planning using Open Workbench Timesheets Generate Standard Reports from Clarity Generate Customized Reports from Open Workbench
Information Systems Group (ISG)
Discussions
Click on “Discussions” under Collaboration tab Click New to create a new topic
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Discussions
Enter the required details
Click on Submit
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Discussions
Once a new topic is created others can respond by clicking on the topic name
Information Systems Group (ISG)
Discussions
Click on New to submit your response
Information Systems Group (ISG)
Discussions
Your response is displayed
Information Systems Group (ISG)
Clarity Search / Access Project View Project Properties View Team Members View, Create and Assign Tasks Track Risks, Issues and Change Requests Collaboration Manage Documents Create Action Items Discussions Use Calendar View Project Dashboard Project Planning using Open Workbench Timesheets Generate Standard Reports from Clarity Generate Customized Reports from Open Workbench
Information Systems Group (ISG)
Calendar
Choose the type of view Click on the “+” sign to create a calendar item
Information Systems Group (ISG)
Click on “Calendar” under Collaboration tab
Click on a day to open its schedule
Calendar
Enter the details as required
Click on Submit
Information Systems Group (ISG)
Calendar
You can also view or create a new item from the “Events” link
This has created an Item / Event in Clarity Calendar
Information Systems Group (ISG)
Clarity Search / Access Project View Project Properties View Team Members View, Create and Assign Tasks Track Risks, Issues and Change Requests Collaboration Manage Documents Create Action Items Discussions Use Calendar View Project Dashboard Project Planning using Open Workbench Timesheets Generate Standard Reports from Clarity Generate Customized Reports from Open Workbench
Information Systems Group (ISG)
Dashboard
Click on Dashboard
This tab shows the Summary information of the project
Information Systems Group (ISG)
Clarity Search / Access Project View Project Properties View Team Members View, Create and Assign Tasks Track Risks, Issues and Change Requests Collaboration Manage Documents Create Action Items Discussions Use Calendar View Project Dashboard Project Planning using Open Workbench Timesheets Generate Standard Reports from Clarity Generate Customized Reports from Open Workbench
Information Systems Group (ISG)
Open Workbench
Information Systems Group (ISG)
Actions in Workbench
Work Breakdown Structure created Dependencies created Resource Assignment Project Tracking and Monitoring Customized Reports generated through Views
Information Systems Group (ISG)
Open Workbench
Information Systems Group (ISG)
Program / Project / Sub-project
Program A project marked as a program becomes a program. The difference then is that it can be opened only in read mode and is used to manage a portfolio of projects under it.
Project A project is a set of activities designed to achieve a specific objective. Its key elements are tasks, which define project work, and staff, who perform it.
Sub Project A sub project is also a project. It is known as a sub project only if it is added as subproject to any project. Information Systems Group (ISG)
Structure of Projects in Clarity (1)
Program
Program Main Project
Main Project Task list
Task List
Information Systems Group (ISG)
Structure of Projects in Clarity (2) Program
Program
Main Project Project SubProjects Sub Task list
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Main Project
Sub Project
Sub Project
Task List
Task List
Structure of Projects in Clarity (3) Program
Program
Sub SubProjects Project
Main Project
Main Project
Sub Project
Task List
Task list Task List Information Systems Group (ISG)
Task List
Sub Project
Task List
Activities by a Project Manager
Open Project in Open Workbench Create Work Breakdown Structure (WBS) Create Dependencies between Tasks Assign Resources to Tasks Autoschedule Apply Constraints Baseline
Information Systems Group (ISG)
Open Project Open the project properties page to open it in Workbench
Click on ‘Go’
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Open Workbench Once you click on “Go” from Clarity the project opens in Open Workbench provided you have been granted edit access on the project
Go
Open Workbench is the client application that needs to be installed on your machine
Information Systems Group (ISG)
Activities by a Project Manager
Open Project in Open Workbench Create Work Breakdown Structure (WBS) Create Dependencies between Tasks Assign Resources to Tasks Autoschedule Apply Constraints Baseline
Information Systems Group (ISG)
Create WBS Levels Click on Tools >> Options >> WBS
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Create WBS Levels In Open Workbench you can define WBS levels which help you to divide the whole project work into manageable parts and will also enable you to report at a particular level Default WBS hierarchy is Phase > Activity > Task (Default lowest level)
Phase
Activity
Task
Information Systems Group (ISG)
Task
Activity
Task
Task
Create WBS Levels However you can define your own WBS levels by entering the level name in an order You can modify it as Phase > Activity > Sub-Activity > Task (Default lowest level)
Phase Activity
Activity
Information Systems Group (ISG)
Task
Task
Task
Task
Task
Task
Task
Task
Sub-act Sub-act Sub-act Sub-act
Activities by a Project Manager
Open Project in Open Workbench Create Work Breakdown Structure (WBS) Create Dependencies between Tasks Assign Resources to Tasks Autoschedule Apply Constraints Baseline
Information Systems Group (ISG)
Create Dependencies Now that the plan is created, we can define Dependencies between the tasks. However, it is not mandatory to define dependant tasks in your project plan. There are Four Dependency types: 1.Finish – Start 2.Finish – Finish 3.Start – Start 4.Start – Finish
Information Systems Group (ISG)
Create Dependencies Finish-Start Predecessor
Coding Successor
Testing
Finish-Finish Predecessor
Code Review
Successor
Code Rework
Start-Start Predecessor
Test Cases
Successor
Test Case Results
Start-Finish Predecessor Successor Information Systems Group (ISG)
Integration of the Modules Module Development
Open Workbench
Dependencies can be created through: 1. Spreadsheet Views 2. CPM Network View 3. Task Dialogue Boxes
Information Systems Group (ISG)
Create Dependencies (Spreadsheet View)
Select tasks if they are positioned in an order of execution
Information Systems Group (ISG)
Create Dependencies (Spreadsheet View)
Right Click and click on make chain to create a chain dependencies
Information Systems Group (ISG)
Open Workbench
Dependencies can be created through: 1. Spreadsheet Views 2. CPM Network View 3. Task Dialogue boxes
Information Systems Group (ISG)
Create Dependencies (CPM Network View)
Click on Favorites
Information Systems Group (ISG)
Create Dependencies (CPM Network View)
Open CPM Network view
Information Systems Group (ISG)
Create Dependencies (CPM Network View)
Click on One task box and drag and drop the line on the other dependant task box to create dependency between them
Information Systems Group (ISG)
Open Workbench
Dependencies can be created through: 1. Spreadsheet Views 2. CPM Network View 3. Task Dialogue boxes
Information Systems Group (ISG)
Create Dependencies (Task Dialogue Boxes)
Select the task row header, right click and select Dependencies
Information Systems Group (ISG)
Create Dependencies (Task Dialogue Boxes)
Select the task from the list below and either add it as a predecessor or successor Information Systems Group (ISG)
Create Dependencies (Task Dialogue Boxes)
Information Systems Group (ISG)
Create Dependencies (Task Dialogue Boxes) You can also define positive lags and negative lags between the dependant tasks Predecessor Default Successor 3 Days Positive Lag = +3
Predecessor Successor
3 Days Negative Lag = -3
Predecessor Successor
Information Systems Group (ISG)
Create Dependencies (Task Dialogue Boxes)
Enter a positive or negative number to create a gap or an overlap respectively
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Activities by a Project Manager
Open Project in Open Workbench Create Work Breakdown Structure (WBS) Create Dependencies between Tasks Assign Resources to Tasks Autoschedule Apply Constraints Baseline
Information Systems Group (ISG)
Resource Assignments Resources can be assigned in two ways: 1. Through Spreadsheet You can drag a resource row and drop it over a task row and vice versa to assign a resource to one or more tasks. Similarly you can also select one or more task rows and drop them on one resource or select one or more resources and drop it over one task to make multiple assignments 2. Through Task Property Dialogue Box You can double click a task row header and select the resources to be assigned to the selected task but not vice versa
Information Systems Group (ISG)
Resource Release
The only way to remove resources from a task, is using the dialogue box. We will remove Heather from this task. Select Heather using the row selector. Click on Release, and Heather is removed from the Assigned Resources list. Note: You are not allowed to release a resource if they have actual usage.
Information Systems Group (ISG)
Transfer Assignments
Click on Transfer Assignments
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Transfer Assignments
Select the task to be transferred
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Click ‘>’ to transfer selected task or the ‘ALL’ tab below to transfer all tasks
Estimated Time to Complete (ETC)
Estimated time to complete is a projection of the time and / or effort required to complete a project activity Estimated time to complete is a value that is expressed in hours of work required to complete a task or project During the initial stages of project planning one of the main objectives is to get a realistic estimation of time to complete. Estimating the time to complete is one component of the project plan
Information Systems Group (ISG)
Estimated Time to Complete (ETC) ETC defines the number of hours that are estimated to complete a project or task. Once a project or task is underway, ETC reflects the number of remaining hours estimated to complete the project.
Once a resource is assigned enter an ETC
Information Systems Group (ISG)
Done Till Now
Done till now: WBS levels created Plan created in Workbench Resources assigned to tasks Each resource assigned with an ETC (Estimated time to Complete) for each assignment
Next:
Information Systems Group (ISG)
Next
Dates to be adjusted according to dependencies assigned for each task
Duration to be calculated and updated based on the ETC entered
Resource over commitment to be resolved
Information Systems Group (ISG)
ETC to be distributed
Activities by a Project Manager
Open Project in Open Workbench Create Work Breakdown Structure (WBS) Create Dependencies between Tasks Assign Resources to Tasks Autoschedule Apply Constraints Baseline
Information Systems Group (ISG)
Autoschedule
Click on Tools >> Autoschedule
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Autoschedule
Click OK
Give a Start Date to a project or the list of tasks to be autoscheduled
Information Systems Group (ISG)
Autoschedule Auto schedule has distributed the ETC
Auto schedule has adjusted Duration according to the ETC assigned Auto schedule has adjusted dates according to the dependencies
Resource over commitment has been resolved
Information Systems Group (ISG)
Activities by a Project Manager
Open Project in Open Workbench Create Work Breakdown Structure (WBS) Create Dependencies between Tasks Assign Resources to Tasks Autoschedule Apply Constraints Baseline
Information Systems Group (ISG)
Constraint – Locked Task
The Start date of a locked task will not change even if the end date of its predecessor task changes
Information Systems Group (ISG)
Constraint – Fixed Task
This will allow you to distribute this ETC of 8 hrs over two days instead of the default one day distribution
You may increase or decrease the duration of a Task irrespective of the ETC assigned by checking on fixed and changing the duration manually
Information Systems Group (ISG)
Loading Patterns
There are 5 loading patterns: 1. 2. 3. 4. 5.
Front Back Contour Uniform Fixed
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Loading Patterns - Front Examples on each Loading Pattern 1.Front: Allocates usage in the task as early as possible
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Loading Patterns - Front After Autoschedule
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Loading Patterns - Back 2. Back: Allocates usage in the task as late as possible
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Loading Patterns - Back After Autoschedule
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Loading Patterns - Contour 3. Contour: Attempts to allocate the same usage amount for each day of the tasks duration, contingent on resource availability
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Loading Patterns - Contour After Autoschedule
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Loading Patterns - Uniform 4. Uniform: Allocates the same usage amount for the days within the task’s duration. During “Autoschedule”, a uniform-loaded task may be shifted to a later date in the schedule, if there is an over commitment of resources
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Loading Patterns - Uniform After Autoschedule
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Loading Patterns - Fixed 4. Fixed: This pattern is used to allocate resource usage to meet your specifications
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Loading Patterns - Fixed After Autoschedule
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Loading Patterns - Contour v/s Uniform Difference in Contour and Uniform when Fixed Loading Pattern comes into Picture
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Loading Patterns - Contour v/s Uniform After Autoschedule
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Autoschedule Autoschedule will NOT: • Change the duration of a fixed duration task • Reassign resources • Change the total usage of a task • Move Completed tasks, tasks that are Locked for scheduling, or Fixed Loaded tasks
Information Systems Group (ISG)
Activities by a Project Manager
Open Project in Open Workbench Create Work Breakdown Structure (WBS) Create Dependencies between Tasks Assign Resources to Tasks Autoschedule Apply Constraints Baseline
Information Systems Group (ISG)
Baseline Baseline creates a snapshot for later comparison with the then current plan in order to track variances
You may do either of the following : 1.Baseline the entire project To be done when the “as-of-date” plan is created 1.Baseline only the selected tasks To be done when there are additions to your original base lined plan. Select only the newly added tasks and baseline them. These baselines will be appended to the original baseline thus maintaining only one baseline
Information Systems Group (ISG)
Baseline (Entire Project)
Select Baselines > Set Baselines
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Baseline (Selected Tasks)
Select Baselines > Set Baselines
Information Systems Group (ISG)
Clarity Search / Access Project View Project Properties View Team Members View, Create and Assign Tasks Track Risks, Issues and Change Requests Collaboration Manage Documents Create Action Items Discussions Use Calendar View Project Dashboard Project Planning using Open Workbench Timesheets Generate Standard Reports from Clarity Generate Customized Reports from Open Workbench
Information Systems Group (ISG)
Clarity Timesheets
Opening a Timesheet in Clarity
Different Scenarios for Filling up of Timesheets
Task Assigned to the Resource
Task not Assigned to the Resource
Submitting Timesheets
Approving Timesheets
Status Check
Timesheets Modifications
Notification to Resources
Information Systems Group (ISG)
Opening a Timesheet in Clarity 1. Login into Clarity 2. Click the timesheets link in the navigation pane
3. Click the on the clock icon of the timesheet group that contains the day against which you want to book time Information Systems Group (ISG)
Opening a Timesheet in Clarity 4. Once you open your timesheet by clicking on the clock group then the following screen will be displayed:
Information Systems Group (ISG)
icon of the timesheet
Clarity Timesheets
Opening a Timesheet in Clarity
Different Scenarios for Filling up of Timesheets
Task Assigned to the Resource
Task not Assigned to the Resource
Submitting Timesheets
Approving Timesheets
Status Check
Timesheets Modifications
Notification to Resources
Information Systems Group (ISG)
Different Scenarios for Filling Up of Timesheets
Information Systems Group (ISG)
Task Assigned to the Resource Clicking on Populate, populates all the tasks in the timesheet that are assigned to you as below
ETC is the time planned on this task Click on this icon to add a note
ETC is shown as a tooltip
Click on the task name to see the start date and end date of the task. You can now enter the time for the tasks assigned to you Information Systems Group (ISG)
Different Scenarios for Filling Up of Timesheets
Information Systems Group (ISG)
Task Not Assigned to the Resource
After you populate, click the “Add Task” tab. This will take you to the following screen
Information Systems Group (ISG)
Task Not Assigned to the Resource
Can group by Task Hierarchy to see the Hierarchy above the task
From the drop down in the above snapshot select “Not Assigned” and click filter On doing so, you will get a list of tasks that were not assigned to you. Check the check box next to the task against which you want to fill time and then click Add This will add this task to your timesheet enabling you to enter time against this task. Information Systems Group (ISG)
Clarity Timesheets
Opening a Timesheet in Clarity
Different Scenarios for Filling up of Timesheets
Task Assigned to the Resource
Task not Assigned to the Resource
Submitting Timesheets
Approving Timesheets
Status Check
Timesheets Modifications
Notification to Resources
Information Systems Group (ISG)
Submitting the Timesheet
• After you fill the timesheet click on Submit for Approval • In order to book time daily one can save the timesheet and submit it at the end of the week • Once you save or submit it, it will deduct the number of hours in ETC column with the time you have already entered and at the same time the total number of hours that you have already entered will be shown in the total column Information Systems Group (ISG)
Clarity Timesheets
Opening a Timesheet in Clarity
Different Scenarios for Filling up of Timesheets
Task Assigned to the Resource
Task not Assigned to the Resource
Submitting Timesheets
Approving Timesheets
Status Check
Timesheets Modifications
Notification to Resources
Information Systems Group (ISG)
Approving the Timesheet The Person having the Approve time rights on the resource can approve that resource’s timesheet
Filter with the Resource Name and also with the status in the Timesheet status Information Systems Group (ISG)
Approving the Timesheet Open the timesheet of the resource and Approve or Return the timesheet
Information Systems Group (ISG)
Clarity Timesheets
Opening a Timesheet in Clarity
Different Scenarios for Filling up of Timesheets
Task Assigned to the Resource
Task not Assigned to the Resource
Submitting Timesheets
Approving Timesheets
Status Check
Timesheets Modifications
Notification to Resources
Information Systems Group (ISG)
Check Timesheet Status One can check the status of his timesheet by selecting the status in the timesheet status box and clicking on the filter tab
Information Systems Group (ISG)
Timesheet Status 1. OPEN Unsubmitted timesheets awaiting to be filled for the first time 2. RETURNED In case of corrections: • Submitted timesheets can be Returned by the resource • Approved timesheets can be Returned by the timesheet approver 3. SUBMITTED Timesheets filled and awaiting approval 4. APPROVED Submitted timesheets when approved 5. POSTED Approved timesheets get Posted after a back-end job is executed on Clarity server subsequently reflecting those efforts on Workbench Information Systems Group (ISG)
Clarity Timesheets
Opening a Timesheet in Clarity
Different Scenarios for Filling up of Timesheets
Task Assigned to the Resource
Task not Assigned to the Resource
Submitting Timesheets
Approving Timesheets
Status Check
Timesheets Modifications
Notification to Resources
Information Systems Group (ISG)
Timesheets Modifications A submitted timesheet can be modified at three stages: 1.When the timesheet is submitted but not approved If the timesheet is submitted then the resource has an option to modify his timesheet by either returning the timesheet himself with his login or by asking his timesheet approver to return his timesheet, provided that the timesheet has not been approved
Return Timesheet Information Systems Group (ISG)
Timesheets Modifications 2. When the timesheet is approved but not posted The timesheet approver can return the Timesheet before the status changes to Posted
Return Timesheet
Information Systems Group (ISG)
Timesheets Modifications 3. When the timesheet is approved and posted You can adjust the time entered in the timesheet even after it is approved by opening the timesheet and then clicking on the Adjust tab as shown below
Clicking the Adjust tab will enable you to re-enter time
NOTE: Once the timesheet is adjusted it has to again pass through the same cycle of: Submitting → Approving → Posting Information Systems Group (ISG)
Timesheets Modifications Open
Submitted
Yes
Any changes to be done ??
Return
No
Timesheet can either be returned by the Resource himself or by the Approver and the resource can then modify the same
Approved
Yes
Any changes to be done ??
Return No
Resource can now do the required changes and the timesheet again follows the entire above process
Posted
Yes Adjust
Information Systems Group (ISG)
Any changes to be done ??
Timesheet can be returned by the Approver and the resource can then modify the same
Clarity Timesheets
Opening a Timesheet in Clarity
Different Scenarios for Filling up of Timesheets
Task Assigned to the Resource
Task not Assigned to the Resource
Submitting Timesheets
Approving Timesheets
Status Check
Timesheets Modifications
Notification to Resources
Information Systems Group (ISG)
Timesheet Notification If the Timesheet approver wants to send a reminder to his resource to enter his timesheet The timesheet approver should check the checkbox provided besides every timesheet group and click on notify
This will send a notification through outlook as well as a notification on the overview page of Clarity under Notifications Information Systems Group (ISG)
Clarity Search / Access Project View Project Properties View Team Members View, Create and Assign Tasks Track Risks, Issues and Change Requests Collaboration Manage Documents Create Action Items Discussions Use Calendar View Project Dashboard Project Planning using Open Workbench Timesheets Generate Standard Reports from Clarity Generate Customized Reports from Open Workbench
Information Systems Group (ISG)
Clarity Reports
1. Clarity Reports 2. Report Layout 3. Generate Report 4. Download Report 5. Sample Reports
Information Systems Group (ISG)
Clarity Reports
Click on Reports and Jobs
Information Systems Group (ISG)
Clarity Reports
Filter by the Report Type
Information Systems Group (ISG)
Clarity Reports
Click on “Add to My Reports” to have the report shortcut on your overview page Information Systems Group (ISG)
Clarity Reports
1. Clarity Reports 2. Report Layout 3. Generate Report 4. Download Report 5. Sample Reports
Information Systems Group (ISG)
Report Layout
Enter the required parameters
Information Systems Group (ISG)
Report Layout
Select immediately if the output is expected immediately
Select scheduled if the output is expected on a given date and time Set the notification criteria
Enter details if the report has to be scheduled
Click on Submit Information Systems Group (ISG)
Select the user who should get a mail with a link to the report irrespective of his access
Clarity Report
1. Clarity Reports 2. Report Layout 3. Generate Report 4. Download Report 5. Sample Reports
Information Systems Group (ISG)
Generate Report
Click on Submit to generate the report
Give the inputs to the report
Information Systems Group (ISG)
Generate Report
Based on the options selected, the report will either generate: Scheduled The report link will be sent to the person generating the report. Once you click on the link the report opens. Immediately The report will open immediately.
Information Systems Group (ISG)
Generate Report
This will open up the report
Information Systems Group (ISG)
Clarity Reports
1. Clarity Reports 2. Report Layout 3. Generate Report 4. Download Report 5. Sample Reports
Information Systems Group (ISG)
Download Report
Click on Download
Information Systems Group (ISG)
Download Report
Select “Excel data"
Click on “All” Click on “Save Report”
Information Systems Group (ISG)
Download Report The report is displayed in a spreadsheet like the below snapshot.
Information Systems Group (ISG)
Clarity Reports
1. Clarity Reports 2. Report Layout 3. Generate Report 4. Download Report 5. Sample Reports
Information Systems Group (ISG)
Sample Reports: Capgemini - Timesheet Extract - Custom Range Report shows number of actual hours entered by resources on each task day wise for the selected time period.
Enter the required parameters
Information Systems Group (ISG)
Sample Reports: Capgemini - Timesheet Extract - Custom Range Micros oft Office Excel 97-2003 Works heet
Information Systems Group (ISG)
Sample Reports: Capgemini - Weekly Timesheet Tracking Report shows weekly open, submitted, rejected approved and posted timesheets status for the selected project.
Enter the required parameters
Information Systems Group (ISG)
Sample Reports: Capgemini - Weekly Timesheet Tracking
Micros oft Office Excel 97-2003 Works heet
Information Systems Group (ISG)
Sample Report: Capgemini - Timesheet Status Report Report shows week-wise open, submitted, rejected approved and posted timesheets status on OBS level. Enter the required parameters
Information Systems Group (ISG)
Sample Report: Capgemini - Timesheet Status Report
Micros oft Office Excel 97-2003 Works heet
Information Systems Group (ISG)
Sample Report: Capgemini – Base Data Extract JOB
Click on “Jobs”
Click on “Reports and Jobs” link
Information Systems Group (ISG)
Enter “*Base” in Job Type
Select “Capgemini – Base Data Extract JOB”
Sample Report: Capgemini – Base Data Extract JOB Give a job name so that you can filter the job later Put in the parameters based on Enter the required ( Similar to the your requirement. parameters Capgemini – BDE) Submit the Job
Click on “Submit”
Information Systems Group (ISG)
Sample Report: Capgemini – Base Data Extract JOB
Information Systems Group (ISG)
Logon to FTP Server One of the Pre-requisites is to install Core FTP
Following are the login credentials: Host/IP/URL: puli.capgemini.com Username: repository Password: w09sASa83fxC
Information Systems Group (ISG)
Core FTP
Logon to FTP Server
You can download the file from the FTP server after connecting & then double clicking on the right hand side The file will get downloaded to the folder selected on the left hand side Information Systems Group (ISG)
Conversion of the downloaded file
• The file that has been downloaded is a CSV file • You have to convert the file into excel by using the normal file conversion process in excel
Information Systems Group (ISG)
Sample Report Capgemini – Base Data Extract Job Report shows posted actual hours for 13 time periods from the centre date for the selected project and timescale.
Micros oft Office Excel Worksheet
Information Systems Group (ISG)
Clarity Search / Access Project View Project Properties View Team Members View, Create and Assign Tasks Track Risks, Issues and Change Requests Collaboration Manage Documents Create Action Items Discussions Use Calendar View Project Dashboard Project Planning using Open Workbench Timesheets Generate Standard Reports from Clarity Generate Customized Reports from Open Workbench
Information Systems Group (ISG)
Customized Views
Create a New Workbench View
Edit an Existing Workbench View
Save Workbench View
View Workbench View
Tabulate Workbench View
Information Systems Group (ISG)
Create a View
Click on View
Information Systems Group (ISG)
Create a View
Choose Compose >> View
Information Systems Group (ISG)
Create a View
This region displays the view layout
Information Systems Group (ISG)
Create a View
These folders contain fields that can be inserted on the view layout to the right
Information Systems Group (ISG)
Create a View Fields from the folders have to be inserted to the view layout on the right
Information Systems Group (ISG)
Create a View View layout is horizontally divided into three sections
Project level information Task level section information section
Resource level information section
Information Systems Group (ISG)
Create a View
Click on a cell within these layout sections to identify the fields that can be inserted from the folders on the left
In the aabove Project is not which means that fields are from Once cell isexample selected, all theinformation fields that can be highlighted inserted into that particular section Project information cannotthat be only inserted into the selected section highlighted in bold. folder This means the fields that are in bold can be inserted in that section. Information Systems Group (ISG)
Create a View
Select a column
Information Systems Group (ISG)
Create a View
Right click and choose insert
Information Systems Group (ISG)
Create a View
This has inserted a new column
Information Systems Group (ISG)
Create a View
Double click to view the subfolders under it
Information Systems Group (ISG)
Create a View
Double click the subfolders to view the fields under it
Information Systems Group (ISG)
Create a View
Select the fields to be inserted
Information Systems Group (ISG)
Create a View
Drag it and drop it in the appropriate section
Information Systems Group (ISG)
Create a View
Click on OK
Drag it and drop it in the appropriate section
Information Systems Group (ISG)
Create a View
This has created a view using the fields inserted in the field layout
Information Systems Group (ISG)
Customized Views
Create a New Workbench View
Edit an Existing Workbench View
Save Workbench View
View Workbench View
Tabulate Workbench View
Information Systems Group (ISG)
Edit a View To edit an existing view select the view and press F3 key on your keyboard
Add additional fields as required
Click on OK
Information Systems Group (ISG)
Customized Views
Create a New Workbench View
Edit an Existing Workbench View
Save Workbench View
View Workbench View
Tabulate Workbench View
Information Systems Group (ISG)
Save a View
Select view
Information Systems Group (ISG)
Save a View
Choose Save view
Information Systems Group (ISG)
Save a View
Select Create to create a new view or Replace to replace the existing view
Information Systems Group (ISG)
Customized Views
Create a New Workbench View
Edit an Existing Workbench View
Save Workbench View
View Workbench View
Tabulate Workbench View
Information Systems Group (ISG)
View Workbench View Each field in the dialogue box shows the relevant details in the view
Information Systems Group (ISG)
Customized Views
Create a New Workbench View
Edit an Existing Workbench View
Save Workbench View
View Workbench View
Tabulate Workbench View
Information Systems Group (ISG)
Tabulate Fields that can be tabulated are:-
Task Information: 1. 2. 3. 4.
Task Actual Usage Task Baseline Usage Task Usage variance Task Estimate to Complete
Resource Information: 1. 2. 3. 4.
Assignment Actual Usage Assignment Baseline Usage Assignment Usage variance Assignment Estimate to Complete
Information Systems Group (ISG)
Tabulate
Double click on either of the Double inserted fields click on an effort data field
Information Systems Group (ISG)
Tabulate
Click OK
Check on Tabulate
Check the Tabulate check box and click on OK
Information Systems Group (ISG)
Tabulate
Click OK
This has inserted the Time Scale field
Information Systems Group (ISG)
Tabulate
Double click on Timescale to set your dates accordingly
Data is now tabulated anywhere weekly
Information Systems Group (ISG)
Tabulate
Mention the number of periods
Choose on e of the period types
Set the required parameters
Information Systems Group (ISG)
Tabulate
This has changed the period type to days
Information Systems Group (ISG)
Tabulate
Choose ‘customized to get summarized data for a specific period
You may also customize the dates accordingly
Information Systems Group (ISG)
Tabulate
Give a user defined start and end date
Information Systems Group (ISG)
Tabulate
This gives you summarized data for the selected period
Information Systems Group (ISG)
Any Questions
Information Systems Group (ISG)
Information Systems Group (ISG)
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