SAP Plant Maintenance User Guide

(1)

Information Systems Group (ISG)

Clarity V12

(2)



Introduction



_Clarity

(3)

(4)



_{Provide training for prospective users of Clarity in CG India}



_{Provide details of best practices to prospective users}



_{Provide details of Do’s and Don'ts to prospective users}

Course Objective

(5)

Target Audience

All prospective users of

Clarity in CG India

(6)

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

requirements

Collaboration Management

TeamForge

Group Tools Initiatives

Engagement Management

CA - Clarity

Interactive Communication

MS Live Communication Server

Configuration Management

(7)

CA

USER

COE

Technical Support

ISG

Functional Support

Support Structure

(8)

Clarity References



_{Reference materials: Deliver Intranet}



_{E-learning modules: http://mylearning.capgemini.com}



_{Support: Helpdesk  India Helpdesk  ISG  Clarity Tool}

(9)

Actions in Clarity



_{Project and Resource Set Up}



Resource Tagging



_Timesheets

(10)

(11)

Clarity Instances



_{Production Instance: http://empower.capgemini.com}



_{Demo Instance: http://claritydemo.capgemini.com}

(12)

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

(13)

Password

Logon to Clarity

(14)

Clarity Screen Layout

By default the Clarity Overview page will be displayed

Navigation Menu

Portlets

(15)



_{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

(16)

Search Project

(17)

Search Project

Clicking on “Show All” would enlist all the projects you are tagged under Clarity

(18)

Enter a wildcard character ”*” followed by the project name or project ID in the respective filter

Click on the Project name

Search Project

(19)



_{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

(20)

This has opened the Project Properties page

Project Properties

Shows the details of the project

Track mode should be Clarity

Name of the project manager

Click on “Add to My Projects” ” to have the project shortcut on your overview page

(21)



_{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

(22)

Team

Click on Team tab to view team members

Staff will show you the list of all team members

This column will indicate whether or not they have access to enter time against this project

Allows you to hard book a resource or role to a

project.

Resource - Hard Book right allows you to tag

resources to the projects for which they require the access

(23)



_{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

(24)

Tasks

Click on Tasks

This will show the tasks in your project in a

(25)

Tasks

Click on the ‘+’ sign to see the levels under it

This will show the tasks under the respective Higher level

(26)

Tasks

Click on the ‘+’ sign to see the levels further under it

Assign a selected task to one or more team members

To create a new task

Delete a task if it has no efforts booked against it

(27)



Track Risks, Issues and Change Requests



_Risks



Issues



_{Change Requests}

Clarity

(28)

Click on Risks under Risks/Issues/Changes tab To create a new Risk, click on New

Risks

(29)

Enter details in all fields marked as required

Click on Submit

Risks

(30)

This has created a new Risk

Risks

(31)



Track Risks, Issues and Change Requests



_Risks



Issues



_{Change Requests}

Clarity

(32)

Click on Issues under Risks/Issues/Changes tab

To create a new Issue, click on New

Issues

(33)

Click on Submit

Issues

(34)

This has created a new Issue

Issues

(35)



Track Risks, Issues and Change Requests



_Risks



Issues



_{Change Requests}

Clarity

(36)

Click on Change Requests under Risks/Issues/Changes tab To create a new Change Request, click on New

Change Requests

(37)

Click on Submit

Change Requests

(38)

This has created a new Change Request

Change Requests

(39)



_{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

(40)

Click on “Documents” under Collaboration tab Click here

Documents

(41)

Click on “Add Documents” if you want to add documents directly under this folder or click “New Folder” to create a new folder under it

Documents

(42)

Fill details for the new Folder Click on Submit

Documents

(43)

New Folder is created

Documents

(44)

Choose “Add Documents”

Documents

(45)

Information Systems Group (ISG) Click on ‘ADD’ Browse Document/s to be attached

Documents

(46)

The document has been added

Documents

(47)



_{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

(48)

Click on

Collaboration tab Click on Action Items

Click on New

Action Items

(49)

Click either Save or Submit

Enter details in the

Required fields identified by a red asterix next to the field name

Action Items

(50)

The Action Item is created

Action Items

(51)

The assignee can change the status based on the work done against it

You may click on the Item name to edit it

Action Items

(52)



_{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

(53)

Click on “Discussions” under Collaboration tab Click New to

create a new topic

Discussions

(54)

Enter the

required details

Click on Submit

Discussions

(55)

Once a new topic is created others can respond by clicking on the topic name

Discussions

(56)

Click on New to submit your response

Discussions

(57)

Your response is displayed

Discussions

(58)



_{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

(59)

Click on “Calendar” under Collaboration tab

Click on a day to open its schedule Choose the type of view Click on the “+” sign to create a calendar item

Calendar

(60)

Click on Submit Enter the details as required

Calendar

(61)

This has created an Item / Event in Clarity Calendar You can also view or create a new item from the

“Events” link

Calendar

(62)



_{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

(63)

Click on Dashboard

This tab shows the

Summary information of the project

Dashboard

(64)



_{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

(65)

(66)



_{Work Breakdown Structure created}



_{Dependencies created}



_{Resource Assignment}



_{Project Tracking and Monitoring}



_{Customized Reports generated through Views}

Actions in Workbench

(67)

Open Workbench

(68)

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.

Program

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.

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.

Sub Project

Program / Project / Sub-project

(69)

Structure of Projects in Clarity (1)

Program

Main Project

Task list

Program

Main Project

Task List

(70)

Structure of Projects in Clarity (2)

Program

Main Project

Task list

Sub Projects

Sub Project

Program

Main Project

Sub Project

_{Sub Project}

Sub Project

Task List

(71)

Structure of Projects in Clarity (3)

Program

Main Project

Sub Projects

_{Sub Project}

Sub Project

Task list

Sub Project

_{Sub Project}

Sub Project

Program

Main Project

Task

List

Task

List

Task

_List

Task

List

Task

_List

Task

List

Task list

Task List

(72)

Activities by a Project Manager



_{Open Project in Open Workbench}



_{Create Work Breakdown Structure (WBS)}



_{Create Dependencies between Tasks}



_{Assign Resources to Tasks}



_Autoschedule



_{Apply Constraints}



_Baseline

(73)

Open the project properties page to open it in Workbench

Click on ‘Go’

Open Project

(74)

Once you click on “Go” from Clarity the project opens in Open Workbench provided

you have been granted edit access on the project

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

Open Workbench

(75)

Activities by a Project Manager



_{Open Project in Open Workbench}



_{Create Work Breakdown Structure (WBS)}



_{Create Dependencies between Tasks}



_{Assign Resources to Tasks}



_Autoschedule



_{Apply Constraints}



_Baseline

(76)

Click on Tools >> Options >> WBS

Create WBS Levels

(77)

Phase >

In Open Workbench you can define WBS levels which help you to divide the

whole project work into manageable parts and will also enable you to report at a

particular level

Activity

Task

Phase

Task

Activity > Task (Default lowest level)

Default WBS hierarchy is

Create WBS Levels

(78)

T

as

k

T

as

k

However you can define your own WBS levels by entering the level name in an

order

Activity

Phase

Sub-act Sub-act

Activity

Sub-act Sub-act

T

as

k

T

as

k

T

as

k

T

as

k

T

as

k

T

as

k

Phase

> Activity

> Task (Default lowest level)

You can modify it as

> Sub-Activity

Create WBS Levels

(79)

Activities by a Project Manager



_{Open Project in Open Workbench}



_{Create Work Breakdown Structure (WBS)}



_{Create Dependencies between Tasks}



_{Assign Resources to Tasks}



_Autoschedule



_{Apply Constraints}



_Baseline

(80)

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

(81)

Create Dependencies

Start-Finish

Predecessor Successor

Integration of the Modules

Module Development

Finish-Start

Predecessor Successor Coding Testing Predecessor Successor

Start-Start

Test Cases

Test Case Results Predecessor

Successor

Finish-Finish

Code Review

(82)

Dependencies can be created through:

1. Spreadsheet Views

2. CPM Network View

3. Task Dialogue Boxes

Open Workbench

(83)

Select tasks if they are positioned in an order of execution

Create Dependencies (Spreadsheet View)

(84)

Right Click and click on make chain to create a chain dependencies

Create Dependencies (Spreadsheet View)

(85)

Dependencies can be created through:

1. Spreadsheet Views

2. CPM Network View

3. Task Dialogue boxes

Open Workbench

(86)

Click on Favorites

Create Dependencies (CPM Network View)

(87)

Open CPM Network view

Create Dependencies (CPM Network View)

(88)

Click on One task box and drag and drop the line on the other dependant task box to create dependency

between them

Create Dependencies (CPM Network View)

(89)

Dependencies can be created through:

1. Spreadsheet Views

2. CPM Network View

3. Task Dialogue boxes

Open Workbench

(90)

Select the task row header, right click and select

Dependencies

Create Dependencies (Task Dialogue Boxes)

(91)

Select the task from the list below and either add it as a predecessor or

successor

Create Dependencies (Task Dialogue Boxes)

(92)

Create Dependencies (Task Dialogue Boxes)

(93)

You can also define positive lags and negative lags between the dependant tasks

Default

3 Days

Positive Lag

= +3

3 Days

Negative Lag

= -3

Predecessor

Successor

Predecessor

Create Dependencies (Task Dialogue Boxes)

(94)

Enter a positive or negative number to create a gap or an overlap respectively

Create Dependencies (Task Dialogue Boxes)

(95)

Activities by a Project Manager



_{Open Project in Open Workbench}



_{Create Work Breakdown Structure (WBS)}



_{Create Dependencies between Tasks}



_{Assign Resources to Tasks}



_Autoschedule



_{Apply Constraints}



_Baseline

(96)

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 Assignments

(97)

We will remove Heather from this task.

Select Heather using the row selector.

The only way to remove resources from a task, is using the dialogue box.

Click on Release, and Heather is removed from the Assigned Resources list.

Note: You are not allowed to release a resource if they have actual usage.

Resource Release

(98)

Click on Transfer Assignments

Transfer Assignments

(99)

Select the task to be transferred

Click ‘>’ to transfer selected task or the ‘ALL’ tab below to transfer all tasks

Transfer Assignments

(100)



Estimated time to complete is a projection of the time and / or effort

required to complete a project activity



Estimated time to complete is a value that is expressed in hours of work

required to complete a task or project



During the initial stages of project planning one of the main objectives is

to get a realistic estimation of time to complete. Estimating the time to

complete is one component of the project plan

Estimated Time to Complete (ETC)

(101)

Once a resource is assigned enter an ETC

ETC defines the number of hours that are estimated to complete a project or task. Once a project

or task is underway, ETC reflects the number of remaining hours estimated to complete the project.

Estimated Time to Complete (ETC)

(102)

Done till now:



_{WBS levels created}



_{Plan created in Workbench}



_{Resources assigned to tasks}



Each resource assigned with an ETC (Estimated time to Complete)

for each assignment

Done Till Now

(103)

Dates to be adjusted according to

dependencies assigned for each task

Duration to be

calculated and updated based on the ETC

entered ETC to be distributed

Activities by a Project Manager



_{Open Project in Open Workbench}



_{Create Work Breakdown Structure (WBS)}



_{Create Dependencies between Tasks}



_{Assign Resources to Tasks}



_Autoschedule



_{Apply Constraints}



_Baseline

(105)

Click on Tools >> Autoschedule

Autoschedule

(106)

Give a Start Date to a project or the list of tasks to be

autoscheduled

Autoschedule

(107)

Auto schedule has

adjusted dates according to the dependencies

Auto schedule has adjusted Duration according to the ETC assigned

Auto schedule has distributed the ETC

Autoschedule

Resource over commitment has been resolved

(108)

Activities by a Project Manager



_{Open Project in Open Workbench}



_{Create Work Breakdown Structure (WBS)}



_{Create Dependencies between Tasks}



_{Assign Resources to Tasks}



_Autoschedule



_{Apply Constraints}



_Baseline

(109)

The Start date of a locked task will not change even if the end date of its predecessor task changes

Constraint – Locked Task

(110)

You may increase or

decrease the duration of a Task irrespective of the ETC assigned by checking on fixed and changing the duration manually

Constraint – Fixed Task

This will allow you to distribute this ETC of 8 hrs over two days instead of the default one day distribution

(111)

There are 5 loading patterns:

1. Front

2. Back

3. Contour

4. Uniform

5. Fixed

Loading Patterns

(112)

Examples on each Loading Pattern

1.Front: Allocates usage in the task as early as possible

Loading Patterns - Front

(113)

After Autoschedule

Loading Patterns - Front

(114)

2. Back: Allocates usage in the task as late as possible

Loading Patterns - Back

(115)

Loading Patterns - Back

(116)

Loading Patterns - Contour

3. Contour: Attempts to allocate the same usage amount for each day of the tasks duration,

(117)

Loading Patterns - Contour

(118)

Loading Patterns - Uniform

4. Uniform: Allocates the same usage amount for the days within the task’s duration. During

“Autoschedule”, a uniform-loaded task may be shifted to a later date in the schedule, if there

is an over commitment of resources

(119)

Loading Patterns - Uniform

(120)

Loading Patterns - Fixed

(121)

Loading Patterns - Fixed

(122)

Difference in Contour and Uniform when Fixed Loading Pattern comes into Picture

Loading Patterns - Contour v/s Uniform

(123)

Loading Patterns - Contour v/s Uniform

(124)

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

Autoschedule

(125)

Activities by a Project Manager



_{Open Project in Open Workbench}



_{Create Work Breakdown Structure (WBS)}



_{Create Dependencies between Tasks}



_{Assign Resources to Tasks}



_Autoschedule



_{Apply Constraints}



_Baseline

(126)

Baseline creates a snapshot for later comparison with the then current plan in order to

track variances

You may do either of the following :

1.Baseline the entire project

To be done when the “as-of-date” plan is created

1.Baseline only the selected tasks

To be done when there are additions to your original base lined plan. Select only the newly

added tasks and baseline them. These baselines will be appended to the original baseline

thus maintaining only one baseline

Baseline

(127)

Select Baselines > Set Baselines

Baseline (Entire Project)

(128)

Select Baselines > Set Baselines

Baseline (Selected Tasks)

(129)



_{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

(130)



Opening a Timesheet in Clarity



Different Scenarios for Filling up of Timesheets



Task Assigned to the Resource



Task not Assigned to the Resource



Submitting Timesheets



Approving Timesheets



Status Check



Timesheets Modifications



Notification to Resources

Clarity Timesheets

(131)

1. Login into Clarity

2. Click the timesheets link in the navigation pane

3. Click the on the clock icon of the timesheet group that contains the day against

which you want to book time

Opening a Timesheet in Clarity

(132)

Opening a Timesheet in Clarity

4. Once you open your timesheet by clicking on the clock icon of the timesheet

group then the following screen will be displayed:

(133)



Opening a Timesheet in Clarity



Different Scenarios for Filling up of Timesheets



Task Assigned to the Resource



Task not Assigned to the Resource



Submitting Timesheets



Approving Timesheets



Status Check



Timesheets Modifications



Notification to Resources

Clarity Timesheets

(134)

Different Scenarios for Filling Up of Timesheets

(135)

Clicking on Populate, populates all the tasks in the timesheet that are assigned to you

as below

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

Click on this icon to add a note

ETC is shown as a tooltip

ETC is the time planned on this task

Task Assigned to the Resource

(136)

Different Scenarios for Filling Up of Timesheets

(137)

After you populate, click the “Add Task” tab. This will take you to the following screen

Task Not Assigned to the Resource

(138)

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.

Can group by Task Hierarchy to see the Hierarchy above the task

Task Not Assigned to the Resource

(139)



Opening a Timesheet in Clarity



Different Scenarios for Filling up of Timesheets



Task Assigned to the Resource



Task not Assigned to the Resource



Submitting Timesheets



Approving Timesheets



Status Check



Timesheets Modifications



Notification to Resources

Clarity Timesheets

(140)

• After you fill the timesheet click on Submit for Approval

• Once you save or submit it, it will deduct the number of hours in ETC column with the

time you have already entered and at the same time the total number of hours that

you have already entered will be shown in the total column

• In order to book time daily one can save the timesheet and submit it at the end of

the week

Submitting the Timesheet

(141)



Opening a Timesheet in Clarity



Different Scenarios for Filling up of Timesheets



Task Assigned to the Resource



Task not Assigned to the Resource



Submitting Timesheets



Approving Timesheets



Status Check



Timesheets Modifications



Notification to Resources

Clarity Timesheets

(142)

The Person having the Approve time rights on the resource can approve that

resource’s timesheet

Filter with the Resource Name and also with the status in the Timesheet status

Approving the Timesheet

(143)

Approving the Timesheet

(144)



Opening a Timesheet in Clarity



Different Scenarios for Filling up of Timesheets



Task Assigned to the Resource



Task not Assigned to the Resource



Submitting Timesheets



Approving Timesheets



Status Check



Timesheets Modifications



Notification to Resources

Clarity Timesheets

(145)

One can check the status of his timesheet by selecting the status in the timesheet

status box and clicking on the filter tab

Check Timesheet Status

(146)

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

Timesheet Status

(147)



Opening a Timesheet in Clarity



Different Scenarios for Filling up of Timesheets



Task Assigned to the Resource



Task not Assigned to the Resource



Submitting Timesheets



Approving Timesheets



Status Check



Timesheets Modifications



Notification to Resources

Clarity Timesheets

(148)

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

Timesheets Modifications

(149)

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

(150)

NOTE: Once the timesheet is adjusted it has to again pass through the same cycle of:

Submitting → Approving → Posting

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

Clicking the Adjust tab will enable you to re-enter time

Timesheets Modifications

(151)

Information Systems Group (ISG) Open Submitted Approved Posted Any changes to be done ?? Yes No Return

Timesheet can either be returned by the Resource himself or by the Approver and the resource can then modify the same Any changes to be done ?? Yes Return Any changes to be done ?? Yes Adjust

Timesheet can be returned by the Approver and the resource can then modify the same

Resource can now do the required changes and the timesheet again follows the entire above process

No

Timesheets Modifications

(152)



Opening a Timesheet in Clarity



Different Scenarios for Filling up of Timesheets



Task Assigned to the Resource



Task not Assigned to the Resource



Submitting Timesheets



Approving Timesheets



Status Check



Timesheets Modifications



Notification to Resources

Clarity Timesheets

(153)

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

Timesheet Notification

(154)



_{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

(155)

1. Clarity Reports

2. Report Layout

3. Generate Report

4. Download Report

5. Sample Reports

Clarity Reports

(156)

Click on Reports and Jobs

Clarity Reports

(157)

Filter by the Report Type

Clarity Reports

(158)

Click on “Add to My Reports” to have the report shortcut on your overview page

Clarity Reports

(159)

1. Clarity Reports

2. Report Layout

3. Generate Report

4. Download Report

5. Sample Reports

Clarity Reports

(160)

Enter the required parameters

Report Layout

(161)

Set the notification criteria

Enter details if the report has to be

scheduled Select scheduled if

the output is

expected on a given date and time

Select immediately if the output is expected

immediately

Select the user who should get a mail with a link to the report

irrespective of his access Click on

Submit

Report Layout

(162)

1. Clarity Reports

2. Report Layout

3. Generate Report

4. Download Report

5. Sample Reports

Clarity Report

(163)

Generate Report

Give the inputs to the report Click on Submit to

(164)

Based on the options selected, the report will either generate:

Scheduled

The report link will be sent to the person generating the report. Once

you click on the link the report opens.

Immediately

The report will open immediately.

Generate Report

(165)

Generate Report

This will open up the report

(166)

1. Clarity Reports

2. Report Layout

3. Generate Report

4. Download Report

5. Sample Reports

Clarity Reports

(167)

Download Report

Click on Download

(168)

Download Report

Select “Excel data"

Click on

“Save Report” Click on “All”

(169)

The report is displayed in a spreadsheet like the below snapshot.

Download Report

(170)

1. Clarity Reports

2. Report Layout

3. Generate Report

4. Download Report

5. Sample Reports

Clarity Reports

(171)

Report shows number of actual hours entered by resources on each task day wise for the selected time period.

Sample Reports: Capgemini - Timesheet Extract - Custom Range

Enter the required parameters

(172)

Micros oft Office Excel 97-2003 Works heet

Sample Reports: Capgemini - Timesheet Extract - Custom Range

(173)

Report shows weekly open, submitted, rejected approved and posted timesheets status for the selected project.

Sample Reports: Capgemini - Weekly Timesheet Tracking

(174)

Microsoft Office Excel 97-2003 Worksheet

Sample Reports: Capgemini - Weekly Timesheet Tracking

(175)

Report shows week-wise open, submitted, rejected approved and posted timesheets status on OBS level.

Sample Report: Capgemini - Timesheet Status Report

(176)

Micros oft Office Excel 97-2003 Works heet

Sample Report: Capgemini - Timesheet Status Report

(177)

Sample Report: Capgemini – Base Data Extract JOB

Click on

“Reports and Jobs” link

Click on

“Jobs” Enter “*Base” _{in Job Type}

Select “Capgemini – Base Data Extract JOB”

(178)



_{Give a job name so that you can}

filter the job later



_{Put in the parameters based on}

your requirement. ( Similar to the

Capgemini – BDE)



_{Submit the Job}

Enter the required parameters Click on “Submit” Enter the required parameters

Sample Report: Capgemini – Base Data Extract JOB

(179)

Sample Report: Capgemini – Base Data Extract JOB

(180)

Logon to FTP Server

Core FTP

Host/IP/URL: puli.capgemini.com

Username: repository

Password: w09sASa83fxC

One of the Pre-requisites is to install

Core FTP

(181)

 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

Logon to FTP Server

(182)

• The file that has been downloaded is a CSV file

• You have to convert the file into excel by using the normal file

conversion process in excel

Conversion of the downloaded file

(183)

Micros oft Office Excel Worksheet

Capgemini – Base Data Extract Job

Report shows posted actual hours for 13 time periods from the centre date for the selected project and timescale.

Sample Report

(184)



_{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

(185)



Create a New Workbench View



Edit an Existing Workbench View



Save Workbench View



View Workbench View



Tabulate Workbench View

Customized Views

(186)

Click on View

Create a View

(187)

Choose Compose >> View

Create a View

(188)

This region displays the view layout

Create a View

(189)

These folders contain fields that can be inserted on the view layout to the right

Create a View

(190)

SAP Plant Maintenance User Guide

Clarity V12

Contents

Contents



Introduction



Clarity



Provide training for prospective users of Clarity in CG India



Provide details of best practices to prospective users



Provide details of Do’s and Don'ts to prospective users

Course Objective

Target Audience

Target Audience

All prospective users of

Clarity in CG India

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

requirements

Collaboration Management

TeamForge

Group Tools Initiatives

Group Tools Initiatives

Engagement Management

CA - Clarity

Interactive Communication

MS Live Communication Server

Configuration Management

CA

USER

COE

Technical Support

ISG

Functional Support

Support Structure

Support Structure

Clarity References

Clarity References



Reference materials: Deliver Intranet



E-learning modules: http://mylearning.capgemini.com



Support: Helpdesk  India Helpdesk  ISG  Clarity Tool

Actions in Clarity

Actions in Clarity



Project and Resource Set Up



Resource Tagging



Timesheets

Clarity Instances

Clarity Instances



Production Instance: http://empower.capgemini.com



Demo Instance: http://claritydemo.capgemini.com

Pre-requisites

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

Password

Logon to Clarity

Logon to Clarity

Clarity Screen Layout

Clarity Screen Layout



Search / Access Project



View Project Properties

_Clarity

_{Provide training for prospective users of Clarity in CG India}

_{Provide details of best practices to prospective users}

_{Provide details of Do’s and Don'ts to prospective users}

_{Reference materials: Deliver Intranet}

_{E-learning modules: http://mylearning.capgemini.com}

_{Support: Helpdesk  India Helpdesk  ISG  Clarity Tool}

_{Project and Resource Set Up}

_Timesheets

_{Production Instance: http://empower.capgemini.com}

_{Demo Instance: http://claritydemo.capgemini.com}

_{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}

_{Generate Standard Reports from 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}

_{Project Planning using Open Workbench}

_{Generate Standard Reports from Clarity}

_{Search / Access Project}

_{View Project Properties}