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Information Systems Group (ISG)
Contents
Contents
Introduction
Clarity
Open Workbench
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Information Systems Group (ISG)
Introduction
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Information Systems Group (ISG)
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$s and #on%ts to prospecti!e users
Course Ob&ecti!e
Course Ob&ecti!e
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Information Systems Group (ISG)
'ar"et udience
'ar"et udience
ll prospecti!e users of
Clarity in CG India
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Information Systems Group (ISG)
No one tool will provide us with the functionality to address all ourrequirements
Collaboration ana"ement
TeamForge
Group 'ools Initiati!es
Group 'ools Initiati!es
*n"a"ement ana"ement
CA - Clarity
Interacti!e Communication
MS Live Communication Server
Confi"uration ana"ement
Suversion
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CA
!S"#
C$"
Technical Support
%S&
Functional Support
Support StructureSupport Structure
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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)
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ctions in Clarityctions in Clarity
ro&ect and +esource Set p
+esource 'a""in"
'imesheets
ro&ect onitorin" and Control
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Clarity
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Clarity InstancesClarity Instances
roduction Instance, http,..empoer/cap"emini/com
#emo Instance, http,..claritydemo/cap"emini/com
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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
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'assword
4o"on to Clarity4o"on to Clarity
!sername
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Clarity Screen 4ayoutClarity Screen 4ayout
5y default the Clarity O!er!ie pa"e ill be displayed
Navigation Menu
'ortlets
Settings and (elp
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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
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Information Systems Group (ISG)
Search ro&ectSearch ro&ect
Clic) on 'ro*ects lin)
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Information Systems Group (ISG)
Search ro&ectSearch ro&ect
Clic)ing on +Show All,
would enlist all the
pro*ects you are
tagged under Clarity
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Information Systems Group (ISG)
"nter a wildcard character
,, followed y the pro*ect
name or pro*ect %. in the
respective filter
Clic) on the 'ro*ect name
Search ro&ectSearch ro&ect
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Information Systems Group (ISG)
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
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Information Systems Group (ISG)
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
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Information Systems Group (ISG)
'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
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Information Systems Group (ISG)
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
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Information Systems Group (ISG)
'asks'asks
Clic) on Tas)s
This will show
the tas)s in your
pro*ect in a
random order
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Information Systems Group (ISG)
'asks'asks
Clic) on the
123 sign to see
the levels
under it
This will show
the tas)s underthe respective
(igher level
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Information Systems Group (ISG)
'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
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Information Systems Group (ISG)
'rack +isks6 Issues and Chan"e +e3uests
+isks
Issues
Chan"e +e3uests
ClarityClarity
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Information Systems Group (ISG)
Clic) on #is)s under
#is)s4%ssues4Changes taTo create a new
#is)5 clic) on
New
+isks+isks
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Information Systems Group (ISG)
"nter details in all
fields mar)ed as
required
Clic) on Sumit
+isks+isks
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Information Systems Group (ISG)
This has createda new #is)
+isks+isks
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Information Systems Group (ISG)
'rack +isks6 Issues and Chan"e +e3uests
+isks
Issues
Chan"e +e3uests
ClarityClarity
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Information Systems Group (ISG)
Clic) on %ssues under
#is)s4%ssues4Changes ta
To create a new
%ssue5 clic) on New
IssuesIssues
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Information Systems Group (ISG)
"nter details in allfields mar)ed as
required
Clic) on Sumit
IssuesIssues
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Information Systems Group (ISG)
This has created a
new %ssue
IssuesIssues
Cl i
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Information Systems Group (ISG)
'rack +isks6 Issues and Chan"e +e3uests
+isks
Issues
Chan"e +e3uests
ClarityClarity
Ch + t
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Information Systems Group (ISG)
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
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Information Systems Group (ISG)
"nter details in allfields mar)ed as
required
Clic) on Sumit
Chan"e +e3uestsChan"e +e3uests
Ch + t
Ch + t
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Information Systems Group (ISG)
This has created a
new Change #equest
Chan"e +e3uestsChan"e +e3uests
Cl it
Cl it
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Information Systems Group (ISG)
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
# t
# t
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Information Systems Group (ISG)
Clic) on+.ocuments, under
Collaoration ta
Clic) here
#ocuments#ocuments
# t
#ocuments
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Information Systems Group (ISG)
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
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#ocuments
#ocuments
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Information Systems Group (ISG)
New Folder
is created
#ocuments#ocuments
#ocuments
#ocuments
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Information Systems Group (ISG)
Choose +Add
.ocuments,
#ocuments#ocuments
#ocuments
#ocuments
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Information Systems Group (ISG)
Clic) on
1A..3
0rowse
.ocument4s to
e attached
#ocuments#ocuments
#ocuments
#ocuments
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Information Systems Group (ISG)
The document has
een added
#ocuments#ocuments
Clarity
Clarity
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Information Systems Group (ISG)
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
ction Items
ction Items
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Information Systems Group (ISG)
Clic) on
Collaoration ta
Clic) on Action %tems
Clic) on New
ction Itemsction Items
ction Items
ction Items
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Information Systems Group (ISG)
Clic) either Save or
Sumit
"nter details in the
#equired fields identified
y a red asteri6 ne6t to the
field name
ction Itemsction Items
ction Items
ction Items
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Information Systems Group (ISG)
The Action %tem
is created
ction Itemsction Items
ction Items
ction Items
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Information Systems Group (ISG)
The assignee can change the
status ased on the wor)
done against it
7ou may clic) onthe %tem name to
edit it
ction Itemsction Items
Clarity
Clarity
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Information Systems Group (ISG)
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
#iscussions
#iscussions
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Information Systems Group (ISG)
Clic) on +.iscussions,
under Collaoration taClic) New to
create a new
topic
#iscussions#iscussions
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#iscussions
#iscussions
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Information Systems Group (ISG)
$nce a new topic iscreated others can
respond y clic)ing
on the topic name
#iscussions#iscussions
#iscussions
#iscussions
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Information Systems Group (ISG)
Clic) on New to sumit
your response
#iscussionsscuss o s
#iscussions
#iscussions
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Information Systems Group (ISG)
7our response
is displayed
#iscussions
Clarity
Clarity
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Information Systems Group (ISG)
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
yy
Calendar
Calendar
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Information Systems Group (ISG)
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
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Information Systems Group (ISG)
Clic) on
Sumit
"nter the
details as
required
Calendar
Calendar
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Information Systems Group (ISG)
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
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Information Systems Group (ISG)
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
yy
#ashboard
#ashboard
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Information Systems Group (ISG)
Clic) on .ashoard
This ta shows the
Summary information ofthe pro*ect
Clarity
Clarity
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Information Systems Group (ISG)
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
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Information Systems Group (ISG)
Open Workbench
ctions in Workbench
ctions in Workbench
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Information Systems Group (ISG)
Work 5reakdon Structure created
#ependencies created
+esource ssi"nment
ro&ect 'rackin" and onitorin" Customi7ed +eports "enerated throu"h Vies
Open Workbench
Open Workbench
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Information Systems Group (ISG)
ro"ram . ro&ect . Sub-pro&ect
ro"ram . ro&ect . Sub-pro&ect
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Information Systems Group (ISG)
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)
Structure of ro&ects in Clarity (1)
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Information Systems Group (ISG)
'rogram
Main 'ro*ect
Tas) list
'rogram
Main 'ro*ect
Tas) List
Structure of ro&ects in Clarity (2)
Structure of ro&ects in Clarity (2)
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Information Systems Group (ISG)
'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
Structure of ro&ects in Clarity (8)
Structure of ro&ects in Clarity (8)
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Information Systems Group (ISG)
'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
cti!ities by a ro&ect ana"er
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Information Systems Group (ISG)
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
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Information Systems Group (ISG)
Open the pro&ect properties pa"e to open it in Workbench
Clic) on 1&o3
Open Workbench
Open Workbench
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Information Systems Group (ISG)
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
cti!ities by a ro&ect ana"er
cti!ities by a ro&ect ana"er
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Information Systems Group (ISG)
Open ro&ect in Open Workbench
Create Work 5reakdon Structure (W5S)
Create #ependencies beteen 'asks
ssi"n +esources to 'asks
utoschedule
pply Constraints
5aseline
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Create W5S 4e!els
Create W5S 4e!els
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Information Systems Group (ISG)
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
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Information Systems Group (ISG)
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
cti!ities by a ro&ect ana"er
cti!ities by a ro&ect ana"er
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Information Systems Group (ISG)
Open ro&ect in Open Workbench
Create Work 5reakdon Structure (W5S)
Create #ependencies beteen 'asks
ssi"n +esources to 'asks
utoschedule
pply Constraints
5aseline
Create #ependencies
Create #ependencies
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Information Systems Group (ISG)
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Information Systems Group (ISG)
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
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Information Systems Group (ISG)
#ependencies can be created throu"h,
1/ Spreadsheet Vies
2/ C
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Information Systems Group (ISG)
Select tas)s if they are positioned in an
order of e6ecution
Create #ependencies (Spreadsheet Vie)
Create #ependencies (Spreadsheet Vie)
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Information Systems Group (ISG)
#ight Clic) and clic) on ma)e chain to
create a chain dependencies
Open Workbench
Open Workbench
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Information Systems Group (ISG)
#ependencies can be created throu"h,
1/ Spreadsheet Vies
2/ C
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Information Systems Group (ISG)
Clic) on Favorites
Create #ependencies (C
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Information Systems Group (ISG)
$pen C'M Networ) view
Create #ependencies (C
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Information Systems Group (ISG)
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
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Information Systems Group (ISG)
#ependencies can be created throu"h,
1/ Spreadsheet Vies
2/ C
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Information Systems Group (ISG)
Select the tas) row
header5 right clic)
and select
.ependencies
Create #ependencies ('ask #ialo"ue 5o@es)
Create #ependencies ('ask #ialo"ue 5o@es)
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Information Systems Group (ISG)
Select the tas) from the list elow and
either add it as a predecessor or
successor
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Create #ependencies ('ask #ialo"ue 5o@es)
Create #ependencies ('ask #ialo"ue 5o@es)
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Information Systems Group (ISG)
;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
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Information Systems Group (ISG)
"nter a positive or negative
numer to create a gap or
an overlap respectively
cti!ities by a ro&ect ana"er
cti!ities by a ro&ect ana"er
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Information Systems Group (ISG)
Open ro&ect in Open Workbench
Create Work 5reakdon Structure (W5S)
Create #ependencies beteen 'asks
ssi"n +esources to 'asks
utoschedule
pply Constraints
5aseline
+esource ssi"nments
+esource ssi"nments
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Information Systems Group (ISG)
+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
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: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
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Clic) on Transfer
Assignments
'ransfer ssi"nments
'ransfer ssi"nments
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Select the tas) to
e transferred
Clic) 1
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*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)
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Information Systems Group (ISG)
$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
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.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;
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.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
cti!ities by a ro&ect ana"er
cti!ities by a ro&ect ana"er
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Open ro&ect in Open Workbench
Create Work 5reakdon Structure (W5S)
Create #ependencies beteen 'asks
ssi"n +esources to 'asks
utoschedule
pply Constraints
5aseline
utoschedule
utoschedule
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Clic) on Tools
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&ive a Start .ate to a
pro*ect or the list oftas)s to e
autoscheduled
Clic) $=
utoschedule
utoschedule
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Information Systems Group (ISG)
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
cti!ities by a ro&ect ana"er
cti!ities by a ro&ect ana"er
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Open ro&ect in Open Workbench
Create Work 5reakdon Structure (W5S)
Create #ependencies beteen 'asks
ssi"n +esources to 'asks
utoschedule
pply Constraints
5aseline
Constraint > 4ocked 'ask
Constraint > 4ocked 'ask
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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
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Information Systems Group (ISG)
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
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Information Systems Group (ISG)
'here are loadin" patterns,
1/ =ront
2/ 5ack
8/ Contour ?/ niform
/ =i@ed
"6amples on each Loading 'attern
4oadin" atterns - =ront
4oadin" atterns - =ront
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"6amples on each Loading 'attern
8/Front, llocates usa"e in the task as early as possible
fter utoschedule
4oadin" atterns - =ront
4oadin" atterns - =ront
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fter utoschedule
9 0 ) ll t i th t k l t ibl
4oadin" atterns - 5ack
4oadin" atterns - 5ack
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9/ 0ac), llocates usa"e in the task as late as possible
4oadin" atterns - 5ack
4oadin" atterns - 5ack
fter utoschedule
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fter utoschedule
4oadin" atterns - Contour
4oadin" atterns - Contour
? Contour, ttempts to allocate the same usa"e amount for each day of the tasks duration
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?/ Contour, ttempts to allocate the same usa"e amount for each day of the tasks duration6
contin"ent on resource a!ailability
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4oadin" atterns - niform
4oadin" atterns - niform
@ !niform, llocates the same usa"e amount for the days ithin the task$s duration #urin"
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@/ !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
4oadin" atterns - niform
4oadin" atterns - niform
fter utoschedule
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fter utoschedule
4oadin" atterns - =i@ed
4oadin" atterns - =i@ed
@ Fi6ed, 'his pattern is used to allocate resource usa"e to meet your specifications
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@/ Fi6ed, 'his pattern is used to allocate resource usa"e to meet your specifications
4oadin" atterns - =i@ed
4oadin" atterns - =i@ed
fter utoschedule
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#ifference in Contour and niform hen =i@ed 4oadin" attern comes into icture
4oadin" atterns - Contour !.s niform
4oadin" atterns - Contour !.s niform
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#ifference in Contour and niform hen =i@ed 4oadin" attern comes into icture
4oadin" atterns - Contour !.s niform
4oadin" atterns - Contour !.s niform
fter utoschedule
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utoschedule
utoschedule
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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
cti!ities by a ro&ect ana"er
cti!ities by a ro&ect ana"er
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Information Systems Group (ISG)
Open ro&ect in Open Workbench
Create Work 5reakdon Structure (W5S)
Create #ependencies beteen 'asks
ssi"n +esources to 'asks
utoschedule
pply Constraints
5aseline
5aseline
5aseline
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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)
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Information Systems Group (ISG)
Select 0aselines < Set 0aselines
5aseline (Selected 'asks)
5aseline (Selected 'asks)
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Select 0aselines < Set 0aselines
Search . ccess ro&ect
Clarity
Clarity
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&
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
Openin" a 'imesheet in Clarity
Clarity 'imesheets
Clarity 'imesheets
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Openin" a 'imesheet in Clarity
#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
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Information Systems Group (ISG)
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
Openin" a 'imesheet in Clarity
Openin" a 'imesheet in Clarity
?/ Once you open your timesheet by clickin" on the clock icon of the timesheet
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?/ Once you open your timesheet by clickin" on the clock icon of the timesheet
"roup then the folloin" screen ill be displayed,
Openin" a 'imesheet in Clarity
Clarity 'imesheets
Clarity 'imesheets
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Openin" a 'imesheet in Clarity
#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
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Clickin" on opulate6 populates all the tasks in the timesheet that are assi"ned to you
as belo
'ask ssi"ned to the +esource
'ask ssi"ned to the +esource
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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)
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'ask
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fter you populate6 click the 9dd 'askD tab/ 'his ill take you to the folloin" screen
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Openin" a 'imesheet in Clarity
Clarity 'imesheets
Clarity 'imesheets
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p " y
#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
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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
Openin" a 'imesheet in Clarity
Clarity 'imesheets
Clarity 'imesheets
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p " y
#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
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resource$s timesheet
=ilter ith the +esource
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p pp
Openin" a 'imesheet in Clarity
Clarity 'imesheets
Clarity 'imesheets
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" y
#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
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status bo@ and clickin" on the filter tab
8/ $'"N
nsubmitted timesheets aaitin" to be filled for the first time
'imesheet Status
'imesheet Status
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Information Systems Group (ISG)
nsubmitted timesheets aaitin" to be filled for the first time
9/ #"T!#N".In case of corrections,E Submitted timesheets can be Returnedby the resourceE ppro!ed timesheets can be Returnedby the timesheet appro!er
?/ S!0M%TT".'imesheets filled and aaitin" appro!al
@/ A''#$".
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
Openin" a 'imesheet in Clarity
Clarity 'imesheets
Clarity 'imesheets
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Information Systems Group (ISG)
#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
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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
'imesheets odifications
'imesheets odifications
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Information Systems Group (ISG)
'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
'imesheets odifications
'imesheets odifications
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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
Openin" a 'imesheet in Clarity
Clarity 'imesheets
Clarity 'imesheets
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Information Systems Group (ISG)
#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
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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
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Information Systems Group (ISG)
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
Clarity +eports
Clarity +eports
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1/ Clarity +eports
2/ +eport 4ayout
8/ Generate +eport
?/ #onload +eport
/ Sample +eports
Clarity +eports
Clarity +eports
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Clic) on #eports and Dos
Clarity +eports
Clarity +eports
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Filter y the #eport Type
Clarity +eports
Clarity +eports
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Clic) on +Add to
My #eports, to
have the report
shortcut on your
overview page
Clarity +eports
Clarity +eports
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1/ Clarity +eports
2/ +eport 4ayout
8/ Generate +eport
?/ #onload +eport
/ Sample +eports
"nter the
+eport 4ayout
+eport 4ayout
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"nter the
required
parameters
+eport 4ayout
+eport 4ayout
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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
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1/ Clarity +eports
2/ +eport 4ayout
8/ Generate +eport
?/ #onload +eport
/ Sample +eports
Generate +eport
Generate +eport
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Information Systems Group (ISG)
&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
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Information Systems Group (ISG)
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
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Information Systems Group (ISG)
This will open
up the report
1 Cl it + t
Clarity +eports
Clarity +eports
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Information Systems Group (ISG)
1/ Clarity +eports
2/ +eport 4ayout
8/ Generate +eport
?/ #onload +eport
/ Sample +eports
#onload +eport
#onload +eport
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Clic) on
.ownload
#onload +eport
#onload +eport
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Information Systems Group (ISG)
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
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1 Clarity +eports
Clarity +eports
Clarity +eports
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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
Sample +eports, Cap"emini - 'imesheet *@tract - Custom +an"e
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Information Systems Group (ISG)
"nter the required
parameters
Microsoft Oce
l 97-2003 Works
Sample +eports, Cap"emini - 'imesheet *@tract - Custom +an"e
Sample +eports, Cap"emini - 'imesheet *@tract - Custom +an"e
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+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"
Sample +eports, Cap"emini - Weekly 'imesheet 'rackin"
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"nter the
required
parameters
Microsoft Oce
l 97-2003 Works
Sample +eports, Cap"emini - Weekly 'imesheet 'rackin"
Sample +eports, Cap"emini - Weekly 'imesheet 'rackin"
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+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
Sample +eport, Cap"emini - 'imesheet Status +eport
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Information Systems Group (ISG)
"nter the
required
parameters
Microsoft Oce
l 97-2003 Works
Sample +eport, Cap"emini - 'imesheet Status +eport
Sample +eport, Cap"emini - 'imesheet Status +eport
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Information Systems Group (ISG)
Sample +eport, Cap"emini > 5ase #ata *@tract O5
Sample +eport, Cap"emini > 5ase #ata *@tract O5
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Information Systems Group (ISG)
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
Sample +eport, Cap"emini > 5ase #ata *@tract O5
Sample +eport, Cap"emini > 5ase #ata *@tract O5
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Information Systems Group (ISG)
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
Sample +eport, Cap"emini > 5ase #ata *@tract O5
Sample +eport, Cap"emini > 5ase #ata *@tract O5
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4o"on to =' Ser!er
4o"on to =' Ser!er
Core ='One of the re-re3uisites is to install
Core ='
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Information Systems Group (ISG)
(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
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Information Systems Group (ISG)
;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
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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
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Information Systems Group (ISG)
Microsoft Oce
Excel Works heet
Search . ccess ro&ect
Vie ro&ect roperties
Clarity
Clarity
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Information Systems Group (ISG)
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
Create a
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Information Systems Group (ISG)
Create a
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Information Systems Group (ISG)
Clic) on iew
Create a Vie
Create a Vie
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Information Systems Group (ISG)
Choose Compose
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Information Systems Group (ISG)
This region displaysthe view layout
Create a Vie
Create a Vie
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Information Systems Group (ISG)
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
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Information Systems Group (ISG)
Vie layout is hori7ontally di!ided into three sections
Create a Vie
Create a Vie
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Information Systems Group (ISG)
'ro*ect level
informationsection
Tas) levelinformation
section
#esource
level
information
section
Create a Vie
Create a Vie
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Information Systems Group (ISG)
%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
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Information Systems Group (ISG)
Select a column
Create a Vie
Create a Vie
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Information Systems Group (ISG)
#ight clic)and choose
insert
Create a Vie
Create a Vie
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Information Systems Group (ISG)
This has inserteda new column
Create a Vie
Create a Vie
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Information Systems Group (ISG)
.oule clic) to view
the sufolders under it
Create a Vie
Create a Vie
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Information Systems Group (ISG)
.oule clic) the
sufolders to view
the fields under it
Create a Vie
Create a Vie
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Information Systems Group (ISG)
Select the
fields to e
inserted
Create a Vie
Create a Vie
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Information Systems Group (ISG)
.rag it and drop it
in the appropriate
section
Create a Vie
Create a Vie
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Information Systems Group (ISG)
.rag it and drop it in the
appropriate section
Clic) on $=
Create a Vie
Create a Vie
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Information Systems Group (ISG)
This has created aview using the
fields inserted in
the field layout
Create a
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Information Systems Group (ISG)
*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
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Information Systems Group (ISG)
Clic) on
$=
Addadditional
fields as
required
Create a
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Information Systems Group (ISG)
*dit an *@istin" Workbench Vie Sa!e Workbench Vie
Vie Workbench Vie
'abulate Workbench Vie
Select view
Sa!e a Vie
Sa!e a Vie
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Information Systems Group (ISG)
Select view
Sa!e a Vie
Sa!e a Vie
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Information Systems Group (ISG)
Choose Save view
Sa!e a Vie
Sa!e a Vie
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Information Systems Group (ISG)
Select Create to
create a new view or
#eplace to replacethe e6isting view
Create a
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Information Systems Group (ISG)
*dit an *@istin" Workbench Vie Sa!e Workbench Vie
Vie Workbench Vie
'abulate Workbench Vie
*ach field in the dialo"ue bo@ shos the rele!ant details in the !ie
Vie Workbench Vie
Vie Workbench Vie
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Information Systems Group (ISG)
Create a
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Information Systems Group (ISG)
*dit an *@istin" Workbench Vie Sa!e Workbench Vie
Vie Workbench Vie
'abulate Workbench Vie
=ields that can be tabulated are,-
'abulate
'abulate
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Information Systems Group (ISG)
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
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Information Systems Group (ISG)
#ouble click on an effort data field
.oule clic) on either
of the inserted fields
'abulate
'abulate
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Information Systems Group (ISG)
Check on 'abulate
Click O
Chec) the Taulatechec) o6 and clic)
on $=
'abulate
'abulate
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Information Systems Group (ISG)
Click O
This has inserted the
Time Scale field
'abulate
'abulate
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Information Systems Group (ISG)
#ata is no tabulated
eekly
.oule clic)
anywhere on
Timescale to set your
dates accordingly
'abulate
'abulate
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Information Systems Group (ISG)
Choose on e of the
period typesention the number of
periods
Set the required
parameters
'abulate
'abulate
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Information Systems Group (ISG)
'his has chan"ed the
period type to days
'abulate
'abulate
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Information Systems Group (ISG)
Choose Jcustomi7ed to
"et summari7ed data for
a specific period
7ou may also
customiIe the dates
accordingly
'abulate
'abulate
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Information Systems Group (ISG)
Gi!e a user defined start
and end date
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Any
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Information Systems Group (ISG)
Questions
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