Login screen. Home screen Steps to create a new Graph Click on Graph Master from menu to create a...

Preview:

DESCRIPTION

Steps to create a new Graph Click on Graph Master from menu to create a new graph Once the Graph is created, click on Previous Year Actual menu Enter values for previous 3 years and click submit Click on Current Year Plan to enter current plan and last year actual In case if the same graph is monitored last year also, Last year actual and previous 3 year actuals are automatically fetched. Every month to enter actual values, we need to click on Current Year Actual from menu In case if there is any variance we can use Variance option in menu If we have to enter 3W1H, click on 3W1H option from menu There may be some cases where we should have Gantt chart in place of regular chart. In such cases we have to use Gantt chart Plan to update plan values and Gantt Chart Actual to enter Actual data from menu

Citation preview

Login screen

Home screen

Steps to create a new Graph

• Click on Graph Master from menu to create a new graph• Once the Graph is created, click on Previous Year Actual menu• Enter values for previous 3 years and click submit• Click on Current Year Plan to enter current plan and last year actual• In case if the same graph is monitored last year also, Last year actual and

previous 3 year actuals are automatically fetched.• Every month to enter actual values, we need to click on Current Year

Actual from menu• In case if there is any variance we can use Variance option in menu• If we have to enter 3W1H, click on 3W1H option from menu• There may be some cases where we should have Gantt chart in place of

regular chart. In such cases we have to use Gantt chart Plan to update plan values and Gantt Chart Actual to enter Actual data from menu

Delete using Delete option if something is inserted by mistake.

Use Edit option to modify the inserted data

Choose whether Cumulative box should be displayed in Graph or not.

Enter Revision NoSelect graph model.

Select order in which graph should be displayed

Select if UP is better or DOWN is betterEnter responsible person

Enter UOM of the titleEnter title of the graph

Enter policy reference number Select financial yearSelect department

Select graph type

Choose whether Cumulative box value should be done automatically or manually.

Enter previous 3 years value

Select graph titleSelect type of graphSelect financial year

Select department

Select department

Select graph titleSelect type of graphSelect financial year

Enter Current year plan and last year actual. Last year actual will be automatically fetched in case if it is mapped to last year graph.

Enter Cumulative current year plan and cumulative last year actual for graphs which is set with cumulative box updation type as manual.

Select departmentSelect financial year

Select monthSelect type of graph

Enter actuals for all the graphs for a particular month and select save button.

Select View link to view the graph.

Enter cumulative Actual. This textbox will be enabled for graphs which is set with cumulative updation type as manual.

Select variance link a popup will open and enter variance values and click on submit button.

Enter top 3 parameters for variance in X and Y values

Select graph titleSelect month

Select Financial yearSelect department

Select Graph Type

To upload Files related to VarianceStep 1: Select yes Step2: Select browse and uploadStep3: Once file is uploaded it will be displayed in the grid.

Select department, Financial year, Type of graph , Month and Graph title from respective dropdowns.

Based on graph title , existing meeting subject will be displayed .Enter new meeting subject

Enter the name of members present for the meeting.Enter Review DateEnter Review Action Date

Enter Venue Details

Enter 3WIH data in respective textbox and Select Add New link

Enter Planned Start Data and End Date

Enter Activity

Select Graph Title

Select Type of GraphSelect Financial YearSelect Department

Select DepartmentSelect Financial YearSelect Type of Graph

Select Graph TitleSelect Activity

Planned Start date and End Date are fetched automatically based on the activity

Enter Actual Start date and End date

Select Department

Select Financial Year

Select type of GraphSelect current year graph titleSelect previous year graph title which is same as current year graph title

Select Sum if the value for last three years to be cumulated. Select Average, if the value for last three years is average. Select Last 3 months average if value of last 3 months is average.

Select Month.

Select Financial Year

Select Type of GraphSelect title for which the file should to be uploaded.

Select browse button and choose a PDF file and select on submit .

Uploaded file will be displayed as shown below .

Select on delete link to delete the file.

Select on file name to view the respective file.

Index Page

Comments on graph can be entered here3W1H link appears if 3W1H is entered for this graph

ECM graph

Click on this link to view the files uploaded for variance.

DWM graph

Previous 3 years trendCurrent year Plan vs Actual

Variance

Gantt Chart

Uploaded Graph

Print Screen

ECM graph print layout

DWM graph print layout

Ganntt Chart print layout

Click on this link to view and take printout of uploaded pdf files.

Upload Files Print

Recommended