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Steelray Project Analyzer Project Analyzer Documentationspa
online steelray.com criteria reference project viewer Steelray
Project Analyzer boasts a variety of new features and tools that
you can use to ensure that your project is on the right track. The
help topics below will walk you through utilizing simple and
advanced features of Steelray Project Analyzer. A Brief Tour of
Steelray Project AnalyzerSupport is available at steelray.com.
Steelray Project Analyzer User Guide
Project Files & Sets Using SPA With Project Server 2007
Using SPA With Primavera P6 Using Filter Builder Using Pre-filters
Creating Simple Reports Performing an Analysis Using the Scorecard
Using the Scorecard With Overall Score Create Advanced Reports
Report Sets Using Report Templates Designing Custom Report
Templates Analysis Sets Managing Report Criteria Sharing Reports
Categorizing Criteria Using the Field Mapping Tool A Brief Tour of
Steelray Project Analyzer
Steelray Project Analyzer has a navigation feel similar to
Microsoft Outlook. A list of items and folders are built on the
left hand side. Clicking on the items in the navigation pane
displays the appropriate settings for the item in the right-hand
pane. The list on the left is grouped into two categories. Projects
and Reports. One item from each group is required to perform an
analysis. You can create and manage items in the list on the left
using the right mouse button. For example, right clicking on
Project file in the list would give properties and options for that
specific file. The bottom left section reports whether or not
Steelray Project Analyzer can begin
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analyzing. As mentioned, the two things required to begin
analysis are at least one project and report item. When these items
are checked in the list, the arrows turn into checkmarks as shown
below.
When the Analyze button is clicked, the progress of the analysis
is displayed in the right hand pane. Analysis can be cancelled at
any time.
When scoring completes, the selected reports will be displayed
in the Final Outputs section. Click any of the hyperlinks next to
the report name to display that particular report. [contents]
Project Files & Sets Items in the Project list can contain
single Project files or multiple Project files that are represented
as a set. Adding Single Project Files The simplest means of getting
started is to add a single Project file. For the sake of a simple
and quick demonstration, start by adding a single file. To do so,
simply right click on the Projects node of list and select Add
Project File as shown below.
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Select any Microsoft Project file on your computer and click
OK.
There is now a new entry under the Projects list. [contents]
Create Project Sets Project sets are simply a grouping of one or
more Project files. This is particularly convenient if there is a
logical collection of projects that need to be analyzed on a
regular basis. If the Project files already exist within the
Projects list, place check mark by each item, right click and
select Create Project Set From Selected.
Alternatively, you can create a project set from scratch. To
begin, right click on the Projects item in the list and select
Create New Project Set.
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Once the Project Set is created, right click on the folder to
add a project file to the set, or select the link at the bottom of
the set that reads Click here to add more. [contents] Using SPA
With Project Server 2007 This version of Project Analyzer supports
Project Server 2007 natively. Previous versions of Analyzer could
utilize projects from Project Server, but they must be first opened
in Project. With this release, SPA communicates directly with the
server. This involves some additional configuration which may
require an administrator. To do this, click the Configure Project
Management Platforms option from the Tools menu.
For starters, place a check mark next to Project Server 2007.
This will enable the Settings link. Click the Settings link to
specify information about the location of your Project Server.
Example:
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Note: This screen matches the settings that are listed within
Microsoft Project under the Collaborate tab on the Options screen
under the Tools menu. Upon configuring the Project Server settings,
the list of available projects will be pulled from server. During
task extraction, the tasks will also be pulled from the server.
Filters will be executed locally. Projects and project sets are
composed the same as they were with Project mpp files. Project
files and projects in Project Server can be used together. If both
files and server is enabled, a prompt will be displayed to ask
where the source of the project is located. Sets cannot mix
platforms, however, multiple sets of different types can be scored.
[contents] Using SPA With Primavera P6 This version of Project
Analyzer supports Primavera P6 natively. SPA communicates with the
Primavera database directly. As a result, database credentials are
required. If you are unsure of these settings, an administrator may
be required. To add Primavera support, click the Configure Project
Management Platforms option from the Tools menu. Note: if you
selected Primavera P6 in the installation, this step isn't
necessary.
Place a check mark next to Primavera P6. This will enable the
Settings link. Click the Settings link to specify information about
the location of your Primavera database. Example:
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Authentication Type Select Windows if the Windows login
credentials are used to authenticate against the database. If a
separate user name and password are required, select Database. This
will enable the Login Name and Password fields. Database Type SPA
supports both SQL Server and Oracle. Please select the database
server in use within your organization. Database Server Name The
location and instance name of the SQL Server or Oracle database
where the Primavera resides. Login Name If the authentication type
is Database, this field represents the user name accepted by the
database server. Password If the authentication type is Database,
this field represents the password accepted by the database server.
Database Name The name of the Primavera project management
database. User Name The name of the Primavera project management
database. [contents] Using Filter Builder The filter builder allows
you to build once, use anywhere. Filter builder performs task
evaluation within Steelray Project Analyzer instead of within each
respective project management planning package. This also allows
for greater portability of filters as they can be shared among
teams simply by distributing the report. Filter builder is invoked
from the Tools menu by selecting the Filter Builder... menu item.
By default, the list of filters is empty.
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Click the New... button to add a new filter, the Edit... button
to modify an existing filter or Delete to remove an existing
filter. Adding or modifying brings up the heart of filter builder's
functionality.
In this case, a filter was created to test if a task is marked
as Critical. The first item is the field name, which in this case,
is simply Critical. Next, we select an operator. In this example,
Equal to. Since Critical is a Yes/No field, we're testing for the
value that is equal to Yes or True. Once each item is selected from
the drop down, click the Add button. This adds this evaluation to
the list. This is important to note because multiple conditions can
be chained together for a task to evaluate to true or false. For
example, if we wanted only non-summary tasks that have started, the
following conditions in the filter could accomplish this.
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We have strung together two conditions that must be true for the
entire filter to evaluate to true. To get to this point, we first
selected Summary NotEqual to Yes. Then click the Add button. Now
select the And item from the first drop down, followed by
PercentComplete from the field name drop down. The test condition
is GreaterThan and the value is 0. Click Add once again to put this
condition into the evaluator. If a condition was added
inadvertently, click the condition in the list and click the Remove
Row button to delete this condition from the list. [contents]
Setting Up Pre-filters Pre-filters are available are applied to
Project files before an analysis is performed. For example, if the
analysis should only be performed on tasks that are critical, you
can create a filter that is executed before the analysis begins.
Filters are applied on a file-by-file basis. To configure a
pre-filter, select the Configure... link in the project list. Note:
Project Analyzer reads the list of Project filters available from
each file. Project Analyzer will attempt to open the file to read
this list before proceeding.
Based on our previous example, this would be a simple way to
display only critical tasks. Alternatively, a Project Filter may be
used as well. Select the Use Project Filter button and select a
filter from the list. [contents]
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Creating Simple Reports A Scorecard report is configured by
default within Project Analyzer. Without any further configuration,
a scorecard will produce robust analysis data for each Project file
or set. Similar to single Project files and project sets, a
stand-alone single report can exist in the list, or reports can be
grouped together as a set. In this section, we'll add a single
report and go over the settings. To add a report to the list right
click on the Reports item in the list and selecting Add Report.
Steelray Project Analyzer ships with a number of reports. Some
contain settings to allow for further customization. This will be
discussed later in the Create Advanced Reports section. In this
example, we will select Simple List and name the report My Simple
List.
To configure a report, left click on the report item (in this
case, My Simple List) where criteria items can be selected for
display. By default, all criteria is in the right hand list, which
means that these criteria items will be displayed in the report.
The screen below shows all of the fields moved back to the left.
This setup would not display any fields in the report.
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Use the back and forth arrows to add and remove items from the
available and displayed sections. To show all of the fields, click
the >> to move all of the fields to the right hand list in
the Displayed Report Fields section. When satisfied with the report
items, click on the Output To tab to configure how the score will
be rendered.
Project Analyzer comes ready to communicate with a number of
popular Microsoft Office products including Word, PowerPoint and
Excel. For our scorecard, we're simply going to render the results
to the screen. Note that the screen output has no settings. If the
output were going to any of the other outputs, further
configuration would be required. The other outputs will be
discussed in the Create Advanced Reports section. [contents]
Performing an Analysis Now that the Project file and report items
are setup, an analysis can be performed. To get started, select one
or more project file from the Projects list and one or more reports
from the Reports list. When this is accomplished the Analyze button
will light up, as shown below.
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Click the Analyze button to begin the analysis. When the
analysis process completes, the scorecard will be displayed with
the items selected in the report. [contents] Using the Scorecard
One of the most identifiable pieces of Steelray Project Analyzer is
our scorecard. Being one of the most visible pieces, we receive a
lot of feedback and incorporated much of that feedback into our new
design. This help topic will walk you through the new scorecard and
its functionality.
We've built upon our existing functionality with the items
outlined above. Inline Printing The print button is located on the
scorecard toolbar for quick access to printing. Improved Report
Header The name of the project and the report name is displayed
prominently. Resizable Headers Just as in Windows Explorer, a
column header can be resized so that the data you want to see is
shown. Column sizes are remembered between analysis. Sortable
Columns
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The figure above demonstrates sorting on the criteria name. The
up arrow indicates which column is being sorted and in which
direction. In this case, the criteria name being sorted ascending.
Click the column name again to sort the criteria name descending.
All of the columns are sortable by simply clicking the column
header. Draggable Columns If you are not satisfied with the order
of the columns, they can now be moved. Simply click and a column
header with the left mouse button and hold (drag) the header in
front of another column header. The dragged header will land in
front of the existing column and the existing column will be pushed
to the right. All of the column sizes will be remembered between
analysis. [contents] Using the Scorecard With Overall Score
Steelray Project Analyzer has introduced an addition to the
standard scorecard report. An overall scorecard is a scorecard with
a final score that you determine. Each criteria can be weighted
either with an arbitrary value or based on the color ranking (Green
= 3, Yellow = 2, Red = 1). This allows you to weight schedules to
your organization specifications. The overall scorecard is a
scorecard report with additional settings. To begin, the overall
scorecard is a report just like any other report in Steelray
Project Analyzer. To create an overall score card, right click on
the Reports node and select Add Report. The Scorecard with Overall
Score is a new report that can be selected from the list. This
report is different than the other because it requires information
up front to calculate the score.
The first screen determines how the score is computed. If the
score is based on color, the schedule (input) and criteria
definition will be used. For example, if criterion Effort Tasks
declares Higher is Better and the green color threshold is greater
than 50% and yellow is 30-49% and anything less than 30% is red, a
score of greater than 50% will be green and assign a value of
three. The yellow will assign a value of two and red, a value of
one. The second option allows you to score by the raw percentage.
This offers a finer granularity. Whereas the score based on color
offers three values only, the percentage can offer a bit more
vision when something is on the higher or lower side of the color
spectrum. The second settings page allows you to configure how the
overall score result is presented.
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A normalized scale will always be between 0% and 100%. 0% being
the worst possible score and 100% being the best possible score.
The raw score is simply a sum all of the weights times all of the
scores. This number is arbitrary based on your own weighting. Note:
When the normalized score option is selected (where 0-100% is the
scoring range), there is an option to assign a letter grade to the
score. The default scale is A+ = 100-97, A = 93-96.9, A= 90-92.9
down to F being anything less than 60. If you're not satisfied with
the default scale, click the Scale Settings link to set your own
scale. Applying your own arbitrary weights to criteria is done
through the Criteria Manager.
From the Tools menu, select Manage Criteria. Click the Overall
Score tab to set a weight. Notice that this screen gives you the
ability to exclude certain criteria from weighting. When a criteria
is
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not weighted, the score assumes a weighting of 1. When the
report is configured to the desired specifications, a standard
analysis can be performed that includes this report as an output.
Everything about this report output remains with the exception of
the overall score across the top.
As shown, the overall score (and grade, if selected) are
displayed across the top to the right of the schedule name. If
you're not satisfied with the way the score is presented, you can
change the presentation after the fact.
Right click on your overall score report and select Report
Settings. The wizard used to configure the report will be presented
where all options can be modified as desired. [contents] Create
Advanced Reports Simple reports are only the beginning of the
reporting capabilities in Project Analyzer. There are a number of
other report styles out of the box. They include:
Excel Analyzer Scorecard Float Distribution Report Hard
Constraints Report Matrix
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Comparison
The first three reports have a specific format and purpose.
Matrix and Comparison reports are flexible and therefore require
additional setup, which will be detailed further down. Excel
Analyzer Scorecard - This report mimics much of on screen scorecard
provides. However, it is put into a native Excel format. Microsoft
Excel is required. Float Distribution Report - Displays total float
range of unfinished tasks & milestones. Comparing "in
progress", near term and long term for effectiveness of schedule
reserve. This report is rendered in Microsoft Word. Microsoft Word
must be installed to use this report. Hard Constraints Report -
This report will identify all hard constraints in a schedule. The
hard constraints are must finish on (date), must start on (date),
start no later than (date) and finish no later than (date). Each of
these reports do not require criteria selection but do have
additional settings that can be configured. These are typically
settings that fine tune the look and feel of the final output and
not necessarily the calculations. [contents] Matrix Report A matrix
report contains custom criteria definitions. The definitions are
laid out vertically and horizontally on the report surface.
To build a matrix report, select criteria items from the list on
the left. Place the items across the top and left. An item can only
be placed in each list one time. When the matrix report is
generated, a cross section of scores is produced. For example, in
column 1, row 1 where the top level criteria is Summary Tasks and
the left hand side criteria is Incomplete Tasks the score would
represent tasks that were summary and incomplete. [contents]
Comparison Report The Comparison report type allows the user to see
criteria over time. The project set should be a collection of
versions of the project files. The report configuration is the same
as the simple list report. You may select the criteria from the
criteria library for analysis just as you would in the
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simple list. The difference between the simple list and the
comparison report is that each of the projects in the set will be
listed along the top of the matrix and each criteria score will be
listed across the left side. This report requires two or more
Project files. [contents] Report Sets Report sets, like project
sets, are simply a grouping of one or more report definitions. This
is particularly convenient if there is a logical collection of
reports that need to be analyzed on a regular basis. If the report
definitions already exist within the Reports list, place check mark
by each item, right click and select Create Report Set From
Selected.
Upon navigating to a report set, a list of reports that are
contained within are displayed, similar to the screen above. Click
on the report name to modify the settings or items that this report
contains. To add a new report item to this set, click on the
hyperlink at the bottom of the screen. [contents] Using Report
Templates A significant feature has been introduced in Steelray
Project Analyzer which allows for customizing output in various
Microsoft Office products. Out of the box, Steelray ships with
templates for use with simple list, matrix and comparison reports.
These can be found in the Templates folder off of the main
installation folder (C:\Program Files\Steelray Software\Steelray
Project Analyzer is the default location). These templates are
ready for use. For example, we can use a report template to output
a Simple List report to Microsoft Excel. Start by creating a Simple
List report. Move the desired fields over to the Displayed column.
Now click the Output to tab and select the Excel output as shown
below.
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Next, click the Settings link to configure a template.
Click on the Browse... button and navigate to the Templates
folder. By default, this is located in the C:\Program
Files\Steelray Software\Steelray Project Analyzer folder. The file
is named Scorecard Analysis.xls. Next, select the desired output
folder. This is where the template and data will be merged to form
the final output. Optionally, you may create the task sheets that
are associated with each item. This means that each Project task
that matches for a particular criteria will be created in an Excel
sheet for easy reference. Steelray also ships with templates for
Word, PowerPoint and HTML. There are also templates in each of
these formats for Matrix and Comparison reports. Note: You must
have Microsoft Excel 2003 or later installed to use Microsoft Excel
templates. [contents] Designing Custom Report Templates In addition
to using the templates that are already in Project Analyzer, you
may also customize your own templates. The report templates that
ship with Steelray Project Analyzer are not proprietary. However,
there are some specific commands that tell Project Analyzer where
to begin placing analysis data. This allows for you to add
formatting, logos and other static content around the dynamic
scoring data. As an example, we can open up the Excel template that
ships with Steelray Project Analyzer within Microsoft Excel.
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The static content such as the name, Scorecard Output, the
Steelray logo and the heading are all very clear within the
spreadsheet. Notice that the area highlighted in red contains
markup to dictate where the scoring values begin and which values
to place where. All of the special tags for Steelray begin and end
with braces ({ }). If we want the name of the criteria, the tag is
{Name}. This tells Project Analyzer to substitute the tag with the
actual name of the criteria. The tags that Project Analyzer
recognizes are: {Name} - This is the actual name of the criteria
component. {Count} - The number of tasks that matched during
analysis. {Description} - The user defined description for this
criteria component. {Thresdhold1} - The left side, or lower end of
the scoring threshold. {Threshold2} - The right side, or higher end
of the scoring threshold. {GradeType} - Indicates the grading type
as HigherIsBetter, LowerIsBetter, Ideal, NoGrade, Boolean {Score} -
The final score for this criteria. Now it is possible to add your
company logo, color scheme and most anything else available within
the Microsoft Office product line to make the final report look
exactly how you'd like. To apply dynamic information to matrix and
comparison reports, the tags are a bit different. Since these
reports are always represented as tables, it is necessary to
specify where the top and left hand axes begin. The two parameters
that are required are {x-axis} and {y-axis} as illustrated
below.
Note: Matrix and Comparison reports only support name and
score.
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[contents] Analysis Sets Analysis sets are simply sets of sets.
Analysis sets group project items and report items into a single
unit. When grouped, a set can be selected with a single click. To
create an analysis set, select the items in the Project and Report
lists that are to be a part of the analysis set. Right click on
either the Project or Report items in the list.
Finally, name your analysis set. This set name will be
referenced in the analysis drop down list and can be used to start
a score automatically from the command line. In this sample, simply
accept the default set name of My Analysis Set. Now the items that
belong to this can be selected at any time in the future by picking
My Analysis Set from the analysis set down list.
[contents] Managing Report Criteria Report criteria definitions
are managed in a single place. A single definition can be used in
an unlimited number of reports. To begin modifying report criteria
select Manage Criteria from the Tools menu.
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Edit Window Toolbar The Edit Window toolbar contains the buttons
that allow you to save changes, close the window, move criteria up
and down the list, etc. Criteria List The criteria list displays a
list of the criteria that have been loaded into the active criteria
set. Selecting an individual criteria by clicking on its name in
the criteria list. Criteria Name Scoring Tab You can name the
criteria whatever name you choose. There are two methods for
scoring, and the scoring area allows you to select which method to
use, as well as the specific filter or library criteria to use.
Grading Tab Threshold Area You use the Grading Area to specify
which side of the scale (lower, higher, or ideal value) is
"better." The threshold area is used for setting the values that
constitute green, yellow, and red indicators in the score strip.
Description Prerequisite Criteria Used to enter or change a
description of the criteria. This section forces conditions within
other criteria situations to be true before considering the score
of this criteria valid. You may assign one or more prerequisite
criteria to this criteria.
The Scoring Tab
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The Scoring Tab allows for either a filter within Microsoft
Project or a custom built library to be selected as the source for
scoring the tasks within the Project. The two radio buttons allow
you to make specify the source. When the Project Filter is select,
Steelray Project Analyzer will automatically query Microsoft
Project for its available filters. This list will be displayed when
you click the filter link. If only one filter is selected, a count
of all the tasks that match the filter will become the final score.
If two filters are selected, the top filter's count becomes the
numerator and the bottom filter's count becomes the denominator.
The score is then the ratio of the two numbers represented as a
percentage. The same concept can be applied to filters that have
been constructed in SPA. The SPA filters are internal to Project
Analzyer, see the Using Filter Builder topic for more information
regarding configuring SPA Filters.
The Grading Tab
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The grading tab presents a number of options related to how the
scores are graded. The first group of options called Scale
determine how the numbers relate to the colors. In most situations,
green is considered positive or acceptable, yellow is acceptable
but requires attention and red is negative or unacceptable. No
Grade - Indicates that no color is assigned to this criteria. This
is useful in a situation where the score is simply informational
and does not have an impact on the schedule. Higher is Better -
Indicates that a higher score is better. The bar is drawn from red
to yellow to green in a three color situation. Red to green in a
two color situation. The higher the score, the further into the
green and the better the score. Lower is Better - Indicates that a
lower score is better. The bar is drawn from green to yellow to red
in a three color situation and green to red in a two color
situation. The lower the score, the further into the green and the
better the score. Ideal Value is Best - Indicates that a value in
the middle is better. The green bar is drawn in the center based on
the value and the yellow and red values extend to the right and
left. The closer the score is to the ideal value the better score.
The further away in either direction, the worse the score. In a
simple case where 50 is the ideal value, 50 is a perfect score.
Scores of 75 and 25 are equally bad with this scale. Yes or No -
Simply red or green. A score of greater than 0 is considered green.
Indicators Indicators will tell the scoring module if two or three
colors should be used when displaying the scale on the score card.
This is applicable to all grading types except for the No Grade,
which displays no color and the Yes or No scale which displays red
or green only. Thresholds Thresholds tie score values together with
colors on the scorecard. As options are selected, the way the color
bars are drawn will change. In the sample above, the 3 color, lower
is better scale is shown. The thresholds are 25 and 75. This
indicates that the green begins at 0 and runs to 25. The red begins
at 75 and runs to 100. In the 3 color configuration, this means
that the yellow area is between 25 and 75. In a two color
situation, there would be a single value to demark where green ends
and red begins.
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Prerequisites
The prerequisites are a list of criteria that must obtain a
certain score before the main scoring calculation can be considered
valid. For example (shown above), the score for Delinquent Tasks
may not be considered valid if Out of Sequence Tasks does not
receive a green grade. All prerequisites must be satisfied before
the score is considered valid. To create a prerequisite, simply
click on a new row on the far left. This will create a new row.
Select fields for each of the three drop down lists. The left side
is a criteria item, the middle drop down is an operator and the
right side is the score. [contents]
Changing CriteriaEveryone won't agree on how a project schedule
should be graded. The power in SPA lies in being able to customize
the criteria to suit the needs of your organization.
Deleting Existing CriteriaDeleting a criteria is a two step
process: 1. Click on a criterion in the criteria list so it is
active in the Criteria Manager window. 2. Click on the Delete
button below the criteria list.
Creating CriteriaThe fastest way to create new criteria is to
use criteria built into the criteria library that ships with
Project Analyzer.
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Selecting the Scoring tab and clicking Criteria Library allows
you to select pre-defined criteria. Next click the New button as
highlighted. Begin typing a name for your new criteria.
[contents]
Sharing ReportsExportingTo begin sharing reports, select a
report in the Reports tree. Next, right click on the report(s) and
select Export Selected Reports. You may also select Export Selected
Reports from the File menu).
The filename and destination selected in this screen will
contain all of the settings for the exported report(s). A protected
report will not add the criteria to the importer's criteria library
and will not allow the importer to modify the report. The report is
completely self contained and the criteria and thresholds cannot be
changed. This situation is desirable when a standard report with
predetermined criteria and thresholds are agreed upon and should
not be changed by those who are running this report. This can
ensure a certain level of report fidelity. Once the file is
exported, it can be delivered to the recipients through normal file
distribution means such as email attachments or network shares.
When the end consumer receives the
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export file, they must select Import->Import Report from the
File menu. When prompted, select the export file from the location
it was saved. Upon a successful import, the imported report will
appear in the Reports tree. [contents]
Categorizing CriteriaIntroductionSteelray ships with a number of
criteria within our library with new criteria being added. Couple
this fact with the capability of adding custom criteria and filter
based criteria and the task of locating just the item you're
looking for becomes time consuming. This is where criteria
categories becomes necessary. By default all of the criteria can be
found underneath the top level "[All Criteria]" item. All items,
whether Steelray or user created can always be found in this
grouping. To begin creating your own groups, you can right click on
the the [All Criteria] item and select Add Category.
Once created, you can place a check mark next to the criteria
youd like to add to your new category and right click. A sub-menu
will show two choices, select Add Selected Criteria to this
Category and another sub-menu will show all the categories where
the selected criteria can be added. Left click the desired category
and the selected criteria will be copied to the chosen
category.
Finding CriteriaThe criteria categories are also equipped to
perform fast inline searches. This functionality is designed to
help you quickly locate criteria by name or description.
In the sample above, the text "inc" was entered into the search
field. This searched all available categories for any criteria that
contained those letters. Place a check next to the Search Name and
Description checkbox and the description will be searched and the
criteria items that match will be shown. [contents]
Using the Field Mapping ToolIntroductionIn a typical environment
the field configuration tool will allow an you to map user-defined
fields. The field mapping will be stored on the local machine for
easy redistribution among members
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within the organization. A field definition file that is marked
as read only cannot be modified by an end user similar to SPA files
in Project Analyzer. The best way to look at the field mapping tool
is as a global override. When Project Analyzer processes a score,
it will look to see if the field is remapped via the mapping tool.
If so, the mapped field will be used for scoring.
Using the Field Mapping ToolThe field mapping tool is located in
the Tools menu with Steelray Project Analyzer. Select the Field
Mapper... option to invoke the screen below.
In the illustration above, the WBS field has been mapped to
Text1. What this means is that any criteria that references WBS
will automatically be forced to pull the value from Text1 within
Project. As mentioned, this can be configured from machine to
machine, so if another user defines Text2 as WBS, they may
configure this on their machine as such. To manipulate the
mappings, use the Add, Change or Remove buttons. Each time an item
is selected in the list, the Field Name, Provider and Mapping drop
downs will change to reflect the selection. Clicking the Change
button will modify the existing selection. Clicking the Add button
will add a new mapping and clicking Remove will delete the current
selection from the list. [contents]
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