SAP Plant Maintenance User Guide

7/24/2019 SAP Plant Maintenance User Guide

1/222


2/222

Information Systems Group (ISG)

Contents

Contents

Introduction

Clarity

Open Workbench


3/222


Introduction


4/222


ro!ide trainin" for prospecti!e users of Clarity in CG India

ro!ide details of best practices to prospecti!e users

ro!ide details of #o$s and #on%ts to prospecti!e users

Course Ob&ecti!e

Course Ob&ecti!e


5/222


'ar"et udience

'ar"et udience

ll prospecti!e users of

Clarity in CG India


6/222


No one tool will provide us with the functionality to address all ourrequirements

Collaboration ana"ement

TeamForge

Group 'ools Initiati!es

Group 'ools Initiati!es

*n"a"ement ana"ement

CA - Clarity

Interacti!e Communication

MS Live Communication Server

Confi"uration ana"ement

Suversion


7/222Information Systems Group (ISG)

CA

!S"#

C$"

Technical Support

%S&

Functional Support

Support StructureSupport Structure



Clarity +eferencesClarity +eferences

+eference materials, #eli!er Intranet

*-learnin" modules, http,..mylearnin"/cap"emini/com

Support, 0elpdesk India 0elpdesk ISG Clarity 'ool

(http,..ser!icedesk/in/cap"emini/com)



ctions in Clarityctions in Clarity

ro&ect and +esource Set p

+esource 'a""in"

'imesheets

ro&ect onitorin" and Control



Clarity



Clarity InstancesClarity Instances

roduction Instance, http,..empoer/cap"emini/com

#emo Instance, http,..claritydemo/cap"emini/com



re-re3uisitesre-re3uisites

sers should raise a re3uest ith the 0elpdesk and "et their Clarityccount setup

sers should also re3uest for ro&ect mana"er ccess ri"hts on theirrespecti!e pro&ects

On recei!in" the lo"in credentials,

4o"on to, http,..empoer/cap"emini/com

*nter your sername and assord on the lo"in pa"e



'assword

4o"on to Clarity4o"on to Clarity

!sername



Clarity Screen 4ayoutClarity Screen 4ayout

5y default the Clarity O!er!ie pa"e ill be displayed

Navigation Menu

'ortlets

Settings and (elp



Search . ccess ro&ect

Vie ro&ect roperties

Vie 'eam embers

Vie6 Create and ssi"n 'asks

'rack +isks6 Issues and Chan"e +e3uests

Collaboration

ana"e #ocuments

Create ction Items

#iscussions

se Calendar

Vie ro&ect #ashboard

ro&ect lannin" usin" Open Workbench

'imesheets

Generate Standard +eports from Clarity

Generate Customi7ed +eports from Open Workbench

ClarityClarity


16/222


Search ro&ectSearch ro&ect

Clic) on 'ro*ects lin)


17/222



Clic)ing on +Show All,

would enlist all the

pro*ects you are

tagged under Clarity


18/222


"nter a wildcard character

,, followed y the pro*ect

name or pro*ect %. in the

respective filter

Clic) on the 'ro*ect name



19/222




Vie 'eam embers



Collaboration

ana"e #ocuments

Create ction Items

#iscussions

se Calendar



'imesheets



ClarityClarity


20/222


21/222




Vie 'eam embers



Collaboration

ana"e #ocuments

Create ction Items

#iscussions

se Calendar



'imesheets



ClarityClarity


22/222


'eam'eam

Clic) on Team ta to

view team memers

Staff will show you the list

of all team memers

This column will indicate

whether or not they have

access to enter time

against this pro*ect

Allows you to hard oo) a

resource or role to a

pro*ect/

#esource - (ard 0oo) right allows you to tag

resources to the pro*ects for which they require the

access


23/222




Vie 'eam embers



Collaboration

ana"e #ocuments

Create ction Items

#iscussions

se Calendar



'imesheets



ClarityClarity


24/222


'asks'asks

Clic) on Tas)s

This will show

the tas)s in your

pro*ect in a

random order


25/222


'asks'asks

Clic) on the

123 sign to see

the levels

under it

This will show

the tas)s underthe respective

(igher level


26/222


'asks'asks

Clic) on the 123

sign to see thelevels further

under it

Assign a selected tas) to one

or more team memers

To create a

new tas)

.elete a tas) if it has no

efforts oo)ed against it

For a &antt Chart view


27/222



+isks

Issues

Chan"e +e3uests

ClarityClarity


28/222


Clic) on #is)s under

#is)s4%ssues4Changes taTo create a new

#is)5 clic) on

New

+isks+isks


29/222


"nter details in all

fields mar)ed as

required

Clic) on Sumit

+isks+isks


30/222


This has createda new #is)

+isks+isks


31/222



+isks

Issues

Chan"e +e3uests

ClarityClarity


32/222


Clic) on %ssues under

#is)s4%ssues4Changes ta

To create a new

%ssue5 clic) on New

IssuesIssues


33/222


"nter details in allfields mar)ed as

required

Clic) on Sumit

IssuesIssues


34/222


This has created a

new %ssue

IssuesIssues

Cl i


35/222



+isks

Issues

Chan"e +e3uests

ClarityClarity

Ch + t


36/222


Clic) on Change #equests under#is)s4%ssues4Changes ta

To create a new

Change

#equest5 clic)

on New

Chan"e +e3uestsChan"e +e3uests

Ch + t

Ch + t


37/222


"nter details in allfields mar)ed as

required

Clic) on Sumit


Ch + t

Ch + t


38/222


This has created a

new Change #equest


Cl it

Cl it


39/222




Vie 'eam embers



Collaboration

ana"e #ocuments

Create ction Items

#iscussions

se Calendar



'imesheets



ClarityClarity

# t

# t


40/222


Clic) on+.ocuments, under

Collaoration ta

Clic) here

#ocuments#ocuments

# t

#ocuments


41/222


Clic) on +Add .ocuments, if you want to

add documents directly under this folder

or clic) +New Folder, to create a new

folder under it

#ocuments#ocuments


42/222

#ocuments

#ocuments


43/222


New Folder

is created

#ocuments#ocuments

#ocuments

#ocuments


44/222


Choose +Add

.ocuments,

#ocuments#ocuments

#ocuments

#ocuments


45/222


Clic) on

1A..3

0rowse

.ocument4s to

e attached

#ocuments#ocuments

#ocuments

#ocuments


46/222


The document has

een added

#ocuments#ocuments

Clarity

Clarity


47/222




Vie 'eam embers



Collaboration

ana"e #ocuments

Create ction Items

#iscussions

se Calendar



'imesheets



ClarityClarity

ction Items

ction Items


48/222


Clic) on

Collaoration ta

Clic) on Action %tems

Clic) on New

ction Itemsction Items

ction Items

ction Items


49/222


Clic) either Save or

Sumit

"nter details in the

#equired fields identified

y a red asteri6 ne6t to the

field name


ction Items

ction Items


50/222


The Action %tem

is created


ction Items

ction Items


51/222


The assignee can change the

status ased on the wor)

done against it

7ou may clic) onthe %tem name to

edit it


Clarity

Clarity


52/222




Vie 'eam embers



Collaboration

ana"e #ocuments

Create ction Items

#iscussions

se Calendar



'imesheets



ClarityClarity

#iscussions

#iscussions


53/222


Clic) on +.iscussions,

under Collaoration taClic) New to

create a new

topic

#iscussions#iscussions


54/222

#iscussions

#iscussions


55/222


$nce a new topic iscreated others can

respond y clic)ing

on the topic name

#iscussions#iscussions

#iscussions

#iscussions


56/222


Clic) on New to sumit

your response

#iscussionsscuss o s

#iscussions

#iscussions


57/222


7our response

is displayed

#iscussions

Clarity

Clarity


58/222




Vie 'eam embers



Collaboration

ana"e #ocuments

Create ction Items

#iscussions

se Calendar



'imesheets



yy

Calendar

Calendar


59/222


Clic) on +Calendar,under Collaoration ta

Clic) on a

day to openits schedule

Choose the

type of view

Clic) on the

+2, sign to

create a

calendar

item

Calendar

Calendar


60/222


Clic) on

Sumit

"nter the

details as

required

Calendar

Calendar


61/222


This has created

an %tem 4 "vent in

Clarity Calendar

7ou can also view or create

a new item from the

+"vents, lin)

Clarity

Clarity


62/222




Vie 'eam embers



Collaboration

ana"e #ocuments

Create ction Items

#iscussions

se Calendar



'imesheets



yy

#ashboard

#ashboard


63/222


Clic) on .ashoard

This ta shows the

Summary information ofthe pro*ect

Clarity

Clarity


64/222




Vie 'eam embers



Collaboration

ana"e #ocuments

Create ction Items

#iscussions

se Calendar



'imesheets




65/222


Open Workbench

ctions in Workbench

ctions in Workbench


66/222


Work 5reakdon Structure created

#ependencies created

+esource ssi"nment

ro&ect 'rackin" and onitorin" Customi7ed +eports "enerated throu"h Vies

Open Workbench

Open Workbench


67/222


ro"ram . ro&ect . Sub-pro&ect

ro"ram . ro&ect . Sub-pro&ect


68/222


pro&ect marked as a pro"ram becomes a pro"ram/ 'he difference then is

that it can be opened only in read mode and is used to mana"e a portfolio of

pro&ects under it/

'rogram

pro&ect is a set of acti!ities desi"ned to achie!e a specific ob&ecti!e/ Its key

elements are tasks6 hich define pro&ect ork6 and staff6 ho perform it/

'ro*ect

sub pro&ect is also a pro&ect/ It is knon as a sub pro&ect only if it is added as

subpro&ect to any pro&ect/

Su 'ro*ect

Structure of ro&ects in Clarity (1)



69/222


'rogram

Main 'ro*ect

Tas) list

'rogram

Main 'ro*ect

Tas) List




70/222


'rogram

Main 'ro*ect

Tas) list

Su 'ro*ectsSu 'ro*ect

'rogram

Main 'ro*ect

Su 'ro*ect Su 'ro*ect

Tas) List 'ask 4ist




71/222


'rogram

Main 'ro*ect

Su 'ro*ectsSu 'ro*ect

'ask list

Su 'ro*ect Su 'ro*ect

'rogram

Main 'ro*ect

Tas)List

Tas)List

Tas)List

'ask listTas) List

cti!ities by a ro&ect ana"er



72/222


Open ro&ect in Open Workbench

Create Work 5reakdon Structure (W5S)

Create #ependencies beteen 'asks

ssi"n +esources to 'asks

utoschedule

pply Constraints

5aseline

Open ro&ect

Open ro&ect


73/222


Open the pro&ect properties pa"e to open it in Workbench

Clic) on 1&o3

Open Workbench

Open Workbench


74/222


Once you click on 9&o,from Clarity the pro&ect opens in Open Workbench pro!ided

you ha!e been "ranted edit access on the pro&ect

Open Workbench is the client application that needs to be installed on your machine

Go




75/222






utoschedule

pply Constraints

5aseline


76/222

Create W5S 4e!els

Create W5S 4e!els


77/222


hase :

In Open Workbench you can define W5S le!els hich help you to di!ide the

hole pro&ect ork into mana"eable parts and ill also enable you to report at a

particular le!el

Activity Activity

Tas)

'hase

Tas) Tas) Tas)

cti!ity : 'ask (#efault loest le!el)#efault W5S hierarchy is

Create W5S 4e!els

Create W5S 4e!els


78/222


Tas

)

Tas

)

0oe!er you can define your on W5S le!els by enterin" the le!el name in an

order

Activity

'hase

Su-act Su-act

Activity

Su-act Su-act

Tas

)

Tas

)

Tas

)

Tas

)

Tas

)

Tas

)

hase : 'ask (#efault loest le!el): cti!ity;ou can modify it as : Sub-cti!ity




79/222






utoschedule

pply Constraints

5aseline

Create #ependencies

Create #ependencies


80/222



81/222


Start-Finish

'redecessor

Successor

%ntegration of the Modules

Module .evelopment

Finish-Start

'redecessor

Successor

Coding

Testing

'redecessor

Successor

Start-Start

Test Cases

Test Case #esults

'redecessor

Successor

Finish-Finish

Code #eview

Code #ewor)

Open Workbench

Open Workbench


82/222


#ependencies can be created throu"h,

1/ Spreadsheet Vies

2/ C


83/222


Select tas)s if they are positioned in an

order of e6ecution

Create #ependencies (Spreadsheet Vie)

Create #ependencies (Spreadsheet Vie)


84/222


#ight Clic) and clic) on ma)e chain to

create a chain dependencies

Open Workbench

Open Workbench


85/222



1/ Spreadsheet Vies

2/ C


86/222


Clic) on Favorites

Create #ependencies (C


87/222


$pen C'M Networ) view

Create #ependencies (C


88/222


Clic) on $ne tas) o6 and drag and

drop the line on the other dependanttas) o6 to create dependency

etween them

Open Workbench

Open Workbench


89/222



1/ Spreadsheet Vies

2/ C


90/222


Select the tas) row

header5 right clic)

and select

.ependencies

Create #ependencies ('ask #ialo"ue 5o@es)



91/222


Select the tas) from the list elow and

either add it as a predecessor or

successor


92/222




93/222


;ou can also define positi!e la"s and ne"ati!e la"s beteen the dependant tasks

#efault

8 #aysositi!e 4a" A B8

8 #ays


94/222


"nter a positive or negative

numer to create a gap or

an overlap respectively




95/222






utoschedule

pply Constraints

5aseline

+esource ssi"nments

+esource ssi"nments


96/222


+esources can be assi"ned in to ays,

8/ Through Spreadsheet;ou can dra" a resource ro and drop it o!er a task ro and !ice !ersa to

assi"n a resource to one or more tasks/ Similarly you can also select

one or more task ros and drop them on one resource or select one or

more resources and drop it o!er one task to make multiple assi"nments

9/ Through Tas) 'roperty .ialogue 0o6

;ou can double click a task ro header and select the resources to be

assi"ned to the selected task but not !ice !ersa

+esource +elease

+esource +elease


97/222


:e will remove (eather

from this tas)/

Select (eather usingthe row selector/

The only way to remove

resources from a tas)5

is using the dialogue

o6/

Clic) on #elease5 and

(eather is removed

from the Assigned

#esources list/

Note; 7ou are not

allowed to release a

resource if they have

actual usage/

'ransfer ssi"nments

'ransfer ssi"nments


98/222


Clic) on Transfer

Assignments

'ransfer ssi"nments

'ransfer ssi"nments


99/222


Select the tas) to

e transferred

Clic) 1


100/222


*stimated time to complete is a pro&ection of the time and . or effort

re3uired to complete a pro&ect acti!ity

*stimated time to complete is a !alue that is e@pressed in hours of ork

re3uired to complete a task or pro&ect

#urin" the initial sta"es of pro&ect plannin" one of the main ob&ecti!es is

to "et a realistic estimation of time to complete/ *stimatin" the time to

complete is one component of the pro&ect plan

*stimated 'ime to Complete (*'C)

*stimated 'ime to Complete (*'C)


101/222


$nce a resource is

assigned enter an "TC

*'C defines the number of hours that are estimated to complete a pro&ect or task/ Once a pro&ect

or task is underay6 *'C reflects the number of remainin" hours estimated to complete the pro&ect/

#one 'ill


102/222


.one till now;

W5S le!els created

lan created in Workbench

+esources assi"ned to tasks

*ach resource assi"ned ith an *'C (*stimated time to Complete)

for each assi"nment

Ne6t;


103/222


.ates to e ad*ustedaccording to

dependencies assigned

for each tas)

.uration to e

calculated and updated

ased on the "TC

entered

"TC to e

distriuted

#esource over

commitment to

e resolved




104/222






utoschedule

pply Constraints

5aseline

utoschedule

utoschedule


105/222


Clic) on Tools


106/222


&ive a Start .ate to a

pro*ect or the list oftas)s to e

autoscheduled

Clic) $=

utoschedule

utoschedule


107/222


Auto schedule has

ad*usted dates according

to the dependencies

Auto schedule has

ad*usted .uration

according to the "TC

assigned

Auto schedule has

distriuted the "TC

#esource over commitment

has een resolved




108/222






utoschedule

pply Constraints

5aseline

Constraint > 4ocked 'ask

Constraint > 4ocked 'ask


109/222


The Start date of a

loc)ed tas) will not

change even if the enddate of its predecessor

tas) changes

Constraint > =i@ed 'ask

Constraint > =i@ed 'ask


110/222


7ou may increase or

decrease the duration of aTas) irrespective of the "TC

assigned y chec)ing on

fi6ed and changing the

duration manually

This will allow you to distriute this "TC of > hrs over two days instead of

the default one day distriution

4oadin" atterns

4oadin" atterns


111/222


'here are loadin" patterns,

1/ =ront

2/ 5ack

8/ Contour ?/ niform

/ =i@ed

"6amples on each Loading 'attern

4oadin" atterns - =ront



112/222


"6amples on each Loading 'attern

8/Front, llocates usa"e in the task as early as possible

fter utoschedule




113/222


fter utoschedule

9 0 ) ll t i th t k l t ibl

4oadin" atterns - 5ack



114/222


9/ 0ac), llocates usa"e in the task as late as possible



fter utoschedule


115/222


fter utoschedule

4oadin" atterns - Contour

4oadin" atterns - Contour

? Contour, ttempts to allocate the same usa"e amount for each day of the tasks duration


116/222


?/ Contour, ttempts to allocate the same usa"e amount for each day of the tasks duration6

contin"ent on resource a!ailability


117/222

4oadin" atterns - niform


@ !niform, llocates the same usa"e amount for the days ithin the task$s duration #urin"


118/222


@/ !niform, llocates the same usa"e amount for the days ithin the task s duration/ #urin"

9utoscheduleD6 a uniform-loaded task may be shifted to a later date in the schedule6 if there

is an o!er commitment of resources



fter utoschedule


119/222


fter utoschedule

4oadin" atterns - =i@ed


@ Fi6ed, 'his pattern is used to allocate resource usa"e to meet your specifications


120/222


@/ Fi6ed, 'his pattern is used to allocate resource usa"e to meet your specifications



fter utoschedule


121/222


#ifference in Contour and niform hen =i@ed 4oadin" attern comes into icture

4oadin" atterns - Contour !.s niform



122/222


#ifference in Contour and niform hen =i@ed 4oadin" attern comes into icture



fter utoschedule


123/222


utoschedule

utoschedule


124/222


Autoschedule will N$T,

E Chan"e the duration of a fi@ed duration task

E +eassi"n resources

E Chan"e the total usa"e of a task

E o!e Completed tasks6 tasks that are 4ocked for schedulin"6 or =i@ed4oaded tasks




125/222






utoschedule

pply Constraints

5aseline

5aseline

5aseline


126/222


5aseline creates a snapshot for later comparison ith the then current plan in order to

track !ariances

7ou may do either of the following ;

1/5aseline the entire pro&ect

'o be done hen the 9as-of-dateD plan is created

1/5aseline only the selected tasks

'o be done hen there are additions to your ori"inal base lined plan/ Select only the nely

added tasks and baseline them/ 'hese baselines ill be appended to the ori"inal baseline

thus maintainin" only one baseline

5aseline (*ntire ro&ect)

5aseline (*ntire ro&ect)


127/222


Select 0aselines < Set 0aselines

5aseline (Selected 'asks)

5aseline (Selected 'asks)


128/222


Select 0aselines < Set 0aselines


Clarity

Clarity


129/222


&


Vie 'eam embers



Collaboration

ana"e #ocuments Create ction Items

#iscussions

se Calendar



'imesheets



Openin" a 'imesheet in Clarity

Clarity 'imesheets

Clarity 'imesheets


130/222



#ifferent Scenarios for =illin" up of 'imesheets

'ask ssi"ned to the +esource

'ask not ssi"ned to the +esource

Submittin" 'imesheets

ppro!in" 'imesheets

Status Check

'imesheets odifications


131/222


2/ Click the timesheets link in the na!i"ation pane

8/ Click the on the clock icon of the timesheet "roup that contains the day a"ainst

hich you ant to book time



?/ Once you open your timesheet by clickin" on the clock icon of the timesheet


132/222


?/ Once you open your timesheet by clickin" on the clock icon of the timesheet

"roup then the folloin" screen ill be displayed,


Clarity 'imesheets

Clarity 'imesheets


133/222







ppro!in" 'imesheets

Status Check



134/222


Clickin" on opulate6 populates all the tasks in the timesheet that are assi"ned to you

as belo




135/222


as belo

Click on the task name to see the start date and end date of the task/

;ou can no enter the time for the tasks assi"ned to you

Clic) on this icon

to add a note

"TC is shown as a tooltip

"TC is the time

planned on

this tas)


136/222

'ask


137/222


fter you populate6 click the 9dd 'askD tab/ 'his ill take you to the folloin" screen


138/222


Clarity 'imesheets

Clarity 'imesheets


139/222


p " y





ppro!in" 'imesheets

Status Check



140/222


E fter you fill the timesheet click on Submit for ppro!al

E Once you sa!e or submit it6 it ill deduct the number of hours in *'C column ith the

time you ha!e already entered and at the same time the total number of hours that

you ha!e already entered ill be shon in the total column

E In order to book time daily one can sa!e the timesheet and submit it at the end of

the eek


Clarity 'imesheets

Clarity 'imesheets


141/222


p " y





ppro!in" 'imesheets

Status Check



142/222


resource$s timesheet

=ilter ith the +esource


143/222


p pp


Clarity 'imesheets

Clarity 'imesheets


144/222


" y





ppro!in" 'imesheets

Status Check



145/222


status bo@ and clickin" on the filter tab

8/ $'"N

nsubmitted timesheets aaitin" to be filled for the first time

'imesheet Status

'imesheet Status


146/222


nsubmitted timesheets aaitin" to be filled for the first time

9/ #"T!#N".In case of corrections,E Submitted timesheets can be Returnedby the resourceE ppro!ed timesheets can be Returnedby the timesheet appro!er

?/ S!0M%TT".'imesheets filled and aaitin" appro!al

@/ A''#$".

Submitted timesheets hen appro!ed

B/ '$ST".

ppro!ed timesheets "et osted after a back-end &ob is e@ecuted on Clarity

ser!er subse3uently reflectin" those efforts on Workbench


Clarity 'imesheets

Clarity 'imesheets


147/222






ppro!in" 'imesheets

Status Check



148/222


8/:hen the timesheet is sumitted ut not approved

If the timesheet is submitted then the resource has an option to modify his timesheet by

either returnin" the timesheet himself ith his lo"in or by askin" his timesheet appro!er to returnhis timesheet6 pro!ided that the timesheet has not been appro!ed

#eturn

Timesheet

9/ :hen the timesheet is approved ut not posted

'h ti h t t th 'i h t b f th t t h t t d




149/222


'he timesheet appro!er can return the 'imesheet before the status chan"es to osted

#eturn Timesheet

?/ :hen the timesheet is approved and posted

;ou can ad&ust the time entered in the timesheet e!en after it is appro!ed by openin" the




150/222



151/222


Sumitted

Approved

'osted

Any

changes

to e done

7es

No

#eturn

Timesheet can either e

returned y the #esource

himself or y the Approver and

the resource can then modify

the same

Any

changes

to e done

7es

#eturn

Any

changes

to e done

7es

Ad*ust

Timesheet can e returned y

the Approver and the resource

can then modify the same

#esource can now do therequired changes and the

timesheet again follows

the entire aove process

No


Clarity 'imesheets

Clarity 'imesheets


152/222






ppro!in" 'imesheets

Status Check



153/222


timesheet -

'he timesheet appro!er should check the checkbo@ pro!ided besides e!ery timesheet

"roup and click on notify

'his ill send a notification throu"h outlook as ell as a notification on the o!er!ie

pa"e of Clarity under


154/222



Vie 'eam embers



Collaboration

ana"e #ocuments

Create ction Items

#iscussions

se Calendar



'imesheets



Clarity +eports

Clarity +eports


155/222


1/ Clarity +eports

2/ +eport 4ayout

8/ Generate +eport

?/ #onload +eport

/ Sample +eports

Clarity +eports

Clarity +eports


156/222


Clic) on #eports and Dos

Clarity +eports

Clarity +eports


157/222


Filter y the #eport Type

Clarity +eports

Clarity +eports


158/222


Clic) on +Add to

My #eports, to

have the report

shortcut on your

overview page

Clarity +eports

Clarity +eports


159/222


1/ Clarity +eports

2/ +eport 4ayout

8/ Generate +eport

?/ #onload +eport

/ Sample +eports

"nter the

+eport 4ayout

+eport 4ayout


160/222


"nter the

required

parameters

+eport 4ayout

+eport 4ayout


161/222


Set the

notification

criteria

"nter details if

the report has

to e

scheduled

Select scheduled ifthe output is

e6pected on a given

date and time

Select immediately if the

output is e6pected

immediately

Select the user who

should get a mail with a

lin) to the report

irrespective of his accessClic) on

Sumit

1 Cl i +

Clarity +eport

Clarity +eport


162/222


1/ Clarity +eports

2/ +eport 4ayout

8/ Generate +eport

?/ #onload +eport

/ Sample +eports

Generate +eport

Generate +eport


163/222


&ive the inputs

to the report

Clic) on Sumit to

generate the report

5ased on the options selected the report ill either "enerate,

Generate +eport

Generate +eport


164/222


5ased on the options selected6 the report ill either "enerate,

Scheduled

'he report link ill be sent to the person "eneratin" the report/ Once

you click on the link the report opens/

%mmediately

'he report ill open immediately/

Generate +eport

Generate +eport


165/222


This will open

up the report

1 Cl it + t

Clarity +eports

Clarity +eports


166/222


1/ Clarity +eports

2/ +eport 4ayout

8/ Generate +eport

?/ #onload +eport

/ Sample +eports

#onload +eport

#onload +eport


167/222


Clic) on

.ownload

#onload +eport

#onload +eport


168/222


Select +"6cel dataE

Clic) on

+Save #eport,

Clic) on +All,

'he report is displayed in a spreadsheet like the belo snapshot/

#onload +eport

#onload +eport


169/222


1 Clarity +eports

Clarity +eports

Clarity +eports


170/222


1/ Clarity +eports

2/ +eport 4ayout

8/ Generate +eport

?/ #onload +eport

/ Sample +eports

+eport shos number of actual hours entered by resources on each task day ise for the selected time period/

Sample +eports, Cap"emini - 'imesheet *@tract - Custom +an"e



171/222


"nter the required

parameters

Microsoft Oce

l 97-2003 Works




172/222


+eport shos eekly open6 submitted6 re&ected appro!ed and posted timesheets status for the selected

pro&ect/

Sample +eports, Cap"emini - Weekly 'imesheet 'rackin"



173/222


"nter the

required

parameters

Microsoft Oce

l 97-2003 Works




174/222


+eport shos eek-ise open6 submitted6 re&ected appro!ed and posted timesheets status on O5S le!el/

Sample +eport, Cap"emini - 'imesheet Status +eport



175/222


"nter the

required

parameters

Microsoft Oce

l 97-2003 Works




176/222


Sample +eport, Cap"emini > 5ase #ata *@tract O5



177/222


Clic) on

+#eports and

Dos, lin)

Clic) on+Dos,

"nter +0ase,

in Do Type

Select +Capgemini 0ase

.ata "6tract D$0,

Gi!e a &ob name so that you can

filter the &ob later




178/222


ut in the parameters based on

your re3uirement/ ( Similar to theCap"emini > 5#*)

Submit the ob

"nter the

requiredparameters

Clic) on

+Sumit,

"nter the

requiredparameters




179/222


4o"on to =' Ser!er

4o"on to =' Ser!er

Core ='One of the re-re3uisites is to install

Core ='


180/222


(ost4%'4!#L; puli/capgemini/com

!sername; repository

'assword; wGHsASa>?f6C

=olloin" are the lo"in credentials,

4o"on to =' Ser!er

4o"on to =' Ser!er


181/222


;ou can donload the file from the =' ser!er after connectin" H then double clickin" on the ri"ht hand side 'he file ill "et donloaded to the folder selected on the left hand side


182/222

Capgemini 0ase .ata "6tract Do

+eport shos posted actual hours for 18 time periods from the centre date for the selected pro&ect and

timescale/

Sample +eport

Sample +eport


183/222


Microsoft Oce

Excel Works heet



Clarity

Clarity


184/222


Vie 'eam embers



Collaboration

ana"e #ocuments

Create ction Items

#iscussions

se Calendar



'imesheets



Create a


185/222


Create a


186/222


Clic) on iew

Create a Vie

Create a Vie


187/222


Choose Compose


188/222


This region displaysthe view layout

Create a Vie

Create a Vie


189/222


These folders containfields that can e

inserted on the view

layout to the right

=ields from the folders ha!e to be inserted to the !ie layout on the ri"ht

Create a Vie

Create a Vie


190/222


Vie layout is hori7ontally di!ided into three sections

Create a Vie

Create a Vie


191/222


'ro*ect level

informationsection

Tas) levelinformation

section

#esource

level

information

section

Create a Vie

Create a Vie


192/222


%n the aove e6ample 'ro*ect information is not highlighted which means that fields from

'ro*ect information folder cannot e inserted into the selected section$nce a cell is selected5 all the fields that can e inserted into that particular section are

highlighted in old/ This means that only the fields that are in old can e inserted in that

section/

Clic) on a cell within

these layout

sections to identifythe fields that can e

inserted from the

folders on the left

Create a Vie

Create a Vie


193/222


Select a column

Create a Vie

Create a Vie


194/222


#ight clic)and choose

insert

Create a Vie

Create a Vie


195/222


This has inserteda new column

Create a Vie

Create a Vie


196/222


.oule clic) to view

the sufolders under it

Create a Vie

Create a Vie


197/222


.oule clic) the

sufolders to view

the fields under it

Create a Vie

Create a Vie


198/222


Select the

fields to e

inserted

Create a Vie

Create a Vie


199/222


.rag it and drop it

in the appropriate

section

Create a Vie

Create a Vie


200/222


.rag it and drop it in the

appropriate section

Clic) on $=

Create a Vie

Create a Vie


201/222


This has created aview using the

fields inserted in

the field layout

Create a


202/222


*dit an *@istin" Workbench Vie Sa!e Workbench Vie

Vie Workbench Vie

'abulate Workbench Vie

'o edit an e@istin" !ie select the !ie and press =8 key on your keyboard

*dit a Vie

*dit a Vie


203/222


Clic) on

$=

Addadditional

fields as

required

Create a


204/222



Vie Workbench Vie


Select view

Sa!e a Vie

Sa!e a Vie


205/222


Select view

Sa!e a Vie

Sa!e a Vie


206/222


Choose Save view

Sa!e a Vie

Sa!e a Vie


207/222


Select Create to

create a new view or

#eplace to replacethe e6isting view

Create a


208/222



Vie Workbench Vie


*ach field in the dialo"ue bo@ shos the rele!ant details in the !ie

Vie Workbench Vie

Vie Workbench Vie


209/222


Create a


210/222



Vie Workbench Vie


=ields that can be tabulated are,-

'abulate

'abulate


211/222


Tas) %nformation;

1/ 'ask ctual sa"e

2/ 'ask 5aseline sa"e

8/ 'ask sa"e !ariance

?/ 'ask *stimate to Complete

#esource %nformation;

1/ ssi"nment ctual sa"e

2/ ssi"nment 5aseline sa"e

8/ ssi"nment sa"e !ariance

?/ ssi"nment *stimate to Complete

'abulate

'abulate


212/222


#ouble click on an effort data field

.oule clic) on either

of the inserted fields

'abulate

'abulate


213/222


Check on 'abulate

Click O

Chec) the Taulatechec) o6 and clic)

on $=

'abulate

'abulate


214/222


Click O

This has inserted the

Time Scale field

'abulate

'abulate


215/222


#ata is no tabulated

eekly

.oule clic)

anywhere on

Timescale to set your

dates accordingly

'abulate

'abulate


216/222


Choose on e of the

period typesention the number of

periods

Set the required

parameters

'abulate

'abulate


217/222


'his has chan"ed the

period type to days

'abulate

'abulate


218/222


Choose Jcustomi7ed to

"et summari7ed data for

a specific period

7ou may also

customiIe the dates

accordingly

'abulate

'abulate


219/222


Gi!e a user defined start

and end date


220/222

Any


221/222


Questions


222/222

Documents

SAP Plant Maintenance User Guide