Protrack Training For Operations Team: Venugopal R 10-oct-11

ProTrack Training for Operations Team Venugopal R 10-Oct-11

© 2009 2008 MindTree Consulting

Agenda  Training Objective

 ProTrack – An Overview  Fitment with OTC Cycle  Project Life Cycle  Authorization Matrix – Access Control

 ProTrack – Highlights  ProTrack – Operations Activities  ProTrack – Custom Enhancements

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Training Objective  The Objective of this training is to provide the detailed Training on the ProTrack (cProjects 4.5) for Operations team activities.

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ProTrack Fitment into OTC Cycle

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Project Life Cycle Close Project Baseline metrics

PIN mPower id PROJECT PLANNING CYCLE

Monitoring & Control-> Re-planning

1. Project Level Details (Ops)

2. Project WBS Holder using template (Ops)

Project Execution

9. Baseline and Release Plan

3. Create Project and WBS in PS (Ops)

8. Run reports and verify plan

4. Create Tasks & Milestones

7. Assign tasks to people

5. Dependencies & Scheduling 6. Add Project roles & staff people (Ops) © 2008 MindTree Consulting

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ProTrack - High Level Authorization Matrix Role

Access

Remarks

Operations

1.Project creation 2.Assign project template 3.Project Level authorization 4.Role creation, updation, deletion 5.Staffing - creation, updation,

Project mPower id is non-editable. All projects are editable by Ops. There is no hierarchy built for Ops.

Project Manager

1.Include project template 2.Task creation, updation, deletion 3.Task assignment 4.Version control 5.Reports 6.Project Level authorization 7.Create roles in simulation mode

Access mentioned here is applicable to people who are assigned as PMs for project. People having mPower PM access will get read only access to all projects. Deletion of task is possible only if time is not booked and project is not in Transfer state. PM can give access to the project to anyone.

Delivery Manager/Qcat

1.DM has read only access to all projects 2.For Qcat access has to be provided by the PM 3.Reports

Refers to delivery manager access in mPower.

OPG

1.Template creation 2.Version Management 3.Task Type and COQ management

Currently this role does not exist in mPower.

Team member

1.Read only access for the project staffed in. 2.Edit task if access is given by the PM.

Team members will not have any access for projects in which they are not staffed in.

All others

1.PM can give access to the project to anyone.

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ProTrack - Highlights

 Restricted Authorization control

 Classification of Project Types based on Business Units  BP Number is same as Employee ID  No Project End Date Maintenance  Do not release the ProTrack Project  OPS to Create PS Project, Maintain Start Date and End Date, Release PS Project  Billing Template in PS is limited to milestones without any Life Cycle activities  Manual Linking of ProTrack Project with PS Project

 PM will release the ProTrack project for Time Sheet Entry  Project Resources have tight Integration with Time Sheet

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ProTrack in OTC cycle ProTrack– New UI ORDER

New Role Request

Staffing Extension/Rel

PM

PM

PIN

Project Creation

GME

GME Approval

Staffing

DH/IGH

OPS

PM

DM

OPS

SO Creation

Billing Template

Sales Support

OPS

CASH TBR

Task Planning

Sales Support

PM

Invoice Generation

Milestone Confirmation

Timesheet Entry

Finance D2-3

System D2

Team Member Timesheet Transfer

System driven

Process driven Potential bottleneck

GMA

PM © 2008 MindTree Consulting

System

Timesheet Approval

PM Slide 8

ProTrack in OTC cycle contd….

ORDER

New Role Request

Staffing Extension/Rel

PM

PM

PIN

Project Creation

GME

GME Approval

Staffing

DH/IGH

OPS

PM

DM

OPS

SO Creation

Billing Template

Sales Support

OPS

CASH TBR

Task Planning

Sales Support

PM

Invoice Generation

Milestone Confirmation

Timesheet Entry

Finance D2-3

System D2

Team Member Timesheet Transfer

System driven

Process driven Potential bottleneck

GMA

PM © 2008 MindTree Consulting

System

Timesheet Approval

PM Slide 9

ProTrack – OPS Activities  ProTrack – cProjects 4.5  Project Creation     

Select the Project Type Copy Project Template

Maintain start date of the project Maintain Service Offerings Authorize/Assign Project Manager

 Project Role Creation   

Select the Project Role Type Maintain the start date and end date for project role Maintain Allocation %

 Project Role Staffing 

Assign Mind to Project Role



Check the start date and end date with capacity allocation

 Project System – ECC  Create PS Project, Project Start and End Date Maintenance, Release PS Project  Maintain Billing Template for TnM, FPC and FMC Projects.  Manual Linking of ProTrack Project with PS Project  Execute ZROLES for ProTrack Project Roles and Staffing Synch with ECC © 2008 MindTree Consulting

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ProTrack Demo

ProTrack Demonstration

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ProTrack Demo

Step 1: Create ProTrack Project

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Step 1: Project Creation

1

2

3

For Service Offerings, Reference is PIN Details

DO NOT CHANGE THE STATUS © 2008 MindTree Consulting

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ProTrack Demo

Step 2: Create PS Project

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Step 2: Create PS Project in ECC System 1 PS Project ID and NAME = ProTrack Project ID and NAME

2

Transaction Code – CJ20N

3

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CHECKLIST: • PS Project ID = ProTrack Project ID • PS Project Name = ProTrack Project Name • Project Profile = CPR0001 • Project Structure Contains – Project Definition and Project Root WBS (Both Should Have the Same ID and Name ) • Add Billing Template (TnM, FPC, FMC)

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Step 3: Release PS Project

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Step 3: Release the PS Project

Select the Project Definition -> Then Click on EDIT MENU > STATUS -> RELEASE Save The Project After Release

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Step 4: Manual Linking Of ProTrack Project with PS Project

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Step 4: Link the ProTrack Project with PS Project (1)

1

STEP 1: Change the Status “SET TO ASSIGN”

STEP 2: Click on the “ACCOUNTING” TAB

2

STEP 3: Click on “ACCOUNT ASSIGNMENT” BUTTON

3 © 2008 MindTree Consulting

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Step 4: Link the ProTrack Project with PS Project (2)

2

STEP 1: Change the Status “SET TO ASSIGN” STEP 2: Click on the “ACCOUNTING” TAB STEP 3: Click on “ACCOUNT ASSIGNMENT” BUTTON

3

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Step 4: Link the ProTrack Project with PS Project (3)

1

2

ProTrack Project ID = PS Project ID

STEP 1: Select the ProTrack Project.

3

STEP 2: Select the PS Project STEP 3: Click on “ASSIGN” BUTTON

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Step 4: Link the ProTrack Project with PS Project (4)

CHECKLIST BEFORE SAVE: • •

PS Project ID = ProTrack Project ID PS Project Name = ProTrack Project Name

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Step 5: Maintain the PS Project Start & End Dates

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Step 6: Maintain the Start date and End Date of the PS Project

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Step 6: Maintain Billing Templates for PS Project

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Step 7: Maintain the billing templates in PS Project (1)

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Step 7: Maintain the billing templates in PS Project (2)

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Step 7: Maintain the billing templates in PS Project (3)

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Step 7: Maintain the billing templates in PS Project (4)

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Step 7: Maintain the billing templates in PS Project (5)

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Step 7: Assign Authorization

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Assign Authorization to Project Manager Without Staffing

Step 1

Step 2

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Step 8: Create Project Role

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Project Role Creation

Step 1

In Step 2, Maintain the mandatory fields • Project Role Type • Start Date, Finish Date • Allocation %

Step 2

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Step 9: Create Project Role Staffing

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Project Role Staffing

• BP Number is same as Employee ID • After Staffing, verify the following • Start Date, End Date, Required Capacity • Any Changes to the Project Role, Recheck the Staffing Details and if required redo the staffing with updated details.

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Step 10: Run ZROLES

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Run ZROLES for Staffing Synch - 1

Transaction Code – ZROLES Input – Project ID

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Run ZROLES for Staffing Synch - 2

Save the ZROLES data.

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ProTrack – Custom Enhancements  Role based Filtering on staffing dates.

 Filter on completed and not completed tasks in Task Assignment tab  Show only non completed/cancelled task in the Task assignment.  Filter on Active and Inactive role in Resource assignment tab

 Show only the Active roles in the Resource assignment tab.  Including the WBS/tasks from the existing Projects  Move cancelled tasks to “Cancelled Task History”

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Imagination Action Joy

Venugopal R Manager – Information systems.

© 2008 2009 MindTree Consulting