SAP Plant Maintenance User Guide
SAP Plant Maintenance User Guide
SAP Plant Maintenance User Guide
Contents
Introduction
Clarity
Open Workbench
Introduction
Course Objective
Target Audience
Collaboration Management
CA - Clarity
TeamForge
Configuration Management
Interactive Communication
Subversion
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
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)
Actions in Clarity
Clarity
Clarity Instances
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
Logon to Clarity
Username
Password
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
Search Project
Search Project
Search Project
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
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
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
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
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
Tasks
Click on Tasks
Tasks
Click on the
+ sign to see
the levels
under it
Tasks
Click on the +
sign to see the
levels further
under it
To create a
new task
Clarity
Risks
To create a new
Risk, click on
New
Risks
Click on Submit
Information Systems Group (ISG)
Risks
Clarity
Issues
Issues
Click on Submit
Information Systems Group (ISG)
Issues
Clarity
Change Requests
Change Requests
Click on Submit
Change Requests
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
Documents
Click on
Documents under
Collaboration tab
Click here
Documents
Documents
Documents
New Folder
is created
Documents
Choose Add
Documents
Documents
Click on
ADD
Browse
Document/s to
be attached
Documents
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
Action Items
Click on
Collaboration tab
Click on Action Items
Click on New
Action Items
Enter details in the
Required fields identified
by a red asterix next to the
field name
Action Items
Action Items
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
Discussions
Click on Discussions
under Collaboration tab
Click New to
create a new
topic
Discussions
Enter the
required details
Click on Submit
Discussions
Discussions
Discussions
Your response
is displayed
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
Calendar
Choose the
type of view
Click on the
+ sign to
create a
calendar
item
Click on Calendar
under Collaboration tab
Click on a
day to open
its schedule
Calendar
Enter the
details as
required
Click on
Submit
Calendar
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
Dashboard
Click on Dashboard
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
Open Workbench
Actions in Workbench
Open Workbench
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)
Program
Program
Main Project
Main Project
Task list
Task List
Program
Main Project
Project
SubProjects
Sub
Task list
Main Project
Sub Project
Sub Project
Task List
Task List
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
Open Project
Open the project properties page to open it in Workbench
Click on Go
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
Phase
Activity
Task
Task
Activity
Task
Task
Phase
Activity
Activity
Task
Task
Task
Task
Task
Task
Task
Task
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
Create Dependencies
Finish-Start
Predecessor
Coding
Successor
Testing
Finish-Finish
Predecessor
Code Review
Successor
Code Rework
Start-Start
Predecessor
Test Cases
Successor
Start-Finish
Predecessor
Successor
Information Systems Group (ISG)
Open Workbench
Open Workbench
Click on Favorites
Open Workbench
Predecessor
Successor
3 Days
Negative Lag = -3
Predecessor
Successor
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
Resource Release
Transfer Assignments
Click on Transfer
Assignments
Transfer Assignments
Once a resource is
assigned enter an ETC
Next:
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
ETC to be
distributed
Autoschedule
Autoschedule
Click OK
Autoschedule
Auto schedule has
distributed the ETC
This will allow you to distribute this ETC of 8 hrs over two days instead of
the default one day distribution
Loading Patterns
Front
Back
Contour
Uniform
Fixed
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
Baseline
Baseline creates a snapshot for later comparison with the then current plan in order to
track variances
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
Clarity Timesheets
Submitting Timesheets
Approving Timesheets
Status Check
Timesheets Modifications
Notification to Resources
Clarity Timesheets
Submitting Timesheets
Approving Timesheets
Status Check
Timesheets Modifications
Notification to Resources
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)
After you populate, click the Add Task tab. This will take you to the following screen
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
Submitting Timesheets
Approving Timesheets
Status Check
Timesheets Modifications
Notification to Resources
Clarity Timesheets
Submitting Timesheets
Approving Timesheets
Status Check
Timesheets Modifications
Notification to Resources
Filter with the Resource Name and also with the status in the Timesheet status
Information Systems Group (ISG)
Clarity Timesheets
Submitting Timesheets
Approving Timesheets
Status Check
Timesheets Modifications
Notification to Resources
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
Submitting Timesheets
Approving Timesheets
Status Check
Timesheets Modifications
Notification to Resources
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
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
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
Approved
Yes
Any
changes
to be done
??
Return
No
Posted
Yes
Adjust
Any
changes
to be done
??
Clarity Timesheets
Submitting Timesheets
Approving Timesheets
Status Check
Timesheets Modifications
Notification to Resources
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
Clarity Reports
1. Clarity Reports
2. Report Layout
3. Generate Report
4. Download Report
5. Sample Reports
Clarity Reports
Clarity Reports
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
Report Layout
Enter the
required
parameters
Report Layout
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)
Clarity Report
1. Clarity Reports
2. Report Layout
3. Generate Report
4. Download Report
5. Sample Reports
Generate Report
Click on Submit to
generate the report
Generate Report
Generate Report
Clarity Reports
1. Clarity Reports
2. Report Layout
3. Generate Report
4. Download Report
5. Sample Reports
Download Report
Click on
Download
Download Report
Click on All
Click on
Save Report
Download Report
The report is displayed in a spreadsheet like the below snapshot.
Clarity Reports
1. Clarity Reports
2. Report Layout
3. Generate Report
4. Download Report
5. Sample Reports
Enter the
required
parameters
Click on
Jobs
Click on
Reports and
Jobs link
Enter *Base
in Job Type
Click on
Submit
Core FTP
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)
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.
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
Customized Views
Create a View
Click on View
Create a View
Create a View
Create a View
Create a View
Fields from the folders have to be inserted to the view layout on the right
Create a View
View layout is horizontally divided into three sections
Project level
information
Task level
section
information
section
Resource
level
information
section
Create a View
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
Create a View
Right click
and choose
insert
Create a View
Create a View
Create a View
Create a View
Select the
fields to be
inserted
Create a View
Create a View
Click on OK
Create a View
Customized Views
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
Customized Views
Save a View
Select view
Save a View
Save a View
Select Create to
create a new view or
Replace to replace
the existing view
Customized Views
Customized Views
Tabulate
Fields that can be tabulated are:-
Task Information:
1.
2.
3.
4.
Resource Information:
1.
2.
3.
4.
Tabulate
Tabulate
Click OK
Check on Tabulate
Tabulate
Click OK
Tabulate
Double click
on
Timescale to set your
dates accordingly
Tabulate
Choose on e of the
period types
Tabulate
Tabulate
Choose customized to
get summarized data for
a specific period
Tabulate
Tabulate
Any
Questions