ProTrack Training for Operations Team

Venugopal R
10-Oct-11

© 2009
2008 MindTree Consulting
Agenda

 Training Objective
 ProTrack – An Overview
 Fitment with OTC Cycle
 Project Life Cycle
 Authorization Matrix – Access Control
 ProTrack – Highlights
 ProTrack – Operations Activities
 ProTrack – Custom Enhancements

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Training Objective

 The Objective of this training is to provide the detailed Training on

the ProTrack (cProjects 4.5) for Operations team activities.

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ProTrack Fitment into OTC Cycle

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Project Life Cycle
PIN
mPower id
Close Project
Baseline metrics PROJECT
PLANNING
CYCLE
1. Project Level
Monitoring &
Control-> Details (Ops)
Re-planning

2. Project WBS
Project
Execution Holder using
template (Ops)

9. Baseline and Release

Plan 3. Create Project and
WBS in PS (Ops)

8. Run reports and

verify plan 4. Create Tasks &
Milestones

7. Assign tasks to 5. Dependencies &

people Scheduling
6. Add Project
roles & staff
people (Ops)

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ProTrack - High Level Authorization Matrix

Role Access Remarks

1.Project creation
2.Assign project template Project mPower id is non-editable.
Operations 3.Project Level authorization All projects are editable by Ops. There is no hierarchy built for
4.Role creation, updation, deletion Ops.
5.Staffing - creation, updation,

1.Include project template Access mentioned here is applicable to people who are
2.Task creation, updation, deletion assigned as PMs for project.
3.Task assignment People having mPower PM access will get read only access
Project Manager 4.Version control to all projects.
5.Reports Deletion of task is possible only if time is not booked and
6.Project Level authorization project is not in Transfer state.
7.Create roles in simulation mode PM can give access to the project to anyone.

1.DM has read only access to all projects

Delivery Manager/Qcat 2.For Qcat access has to be provided by the PM Refers to delivery manager access in mPower.
3.Reports

1.Template creation
OPG 2.Version Management Currently this role does not exist in mPower.
3.Task Type and COQ management

1.Read only access for the project staffed in. Team members will not have any access for projects in which
Team member
2.Edit task if access is given by the PM. they are not staffed in.

All others 1.PM can give access to the project to anyone.

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ProTrack - Highlights

 Restricted Authorization control

 Classification of Project Types based on Business Units
 BP Number is same as Employee ID
 No Project End Date Maintenance
 Do not release the ProTrack Project
 OPS to Create PS Project, Maintain Start Date and End Date, Release PS Project
 Billing Template in PS is limited to milestones without any Life Cycle activities
 Manual Linking of ProTrack Project with PS Project
 PM will release the ProTrack project for Time Sheet Entry
 Project Resources have tight Integration with Time Sheet

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ProTrack in OTC cycle
New Role Staffing
Request Extension/Rel
ProTrack–
PM PM
New UI

PIN Project Creation GME GME Approval Staffing

ORDER
DH/IGH OPS PM DM OPS

SO Creation Billing Template

Sales Support OPS
CASH
TBR Task Planning
Sales Support PM

Invoice Milestone
Generation Confirmation Timesheet Entry
Team Member
Finance D2-3 System D2

Timesheet
System driven Transfer Timesheet
Process driven GMA Approval
Potential bottleneck PM System PM
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ProTrack in OTC cycle contd….
New Role Staffing
Request Extension/Rel
PM PM

PIN Project Creation GME GME Approval Staffing

ORDER
DH/IGH OPS PM DM OPS

SO Creation Billing Template

Sales Support OPS
CASH
TBR Task Planning
Sales Support PM

Invoice Milestone
Generation Confirmation Timesheet Entry
Team Member
Finance D2-3 System D2

Timesheet
System driven Transfer Timesheet
Process driven GMA Approval
Potential bottleneck PM System PM
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ProTrack – OPS Activities

 ProTrack – cProjects 4.5

 Project Creation
 Select the Project Type
 Copy Project Template
 Maintain start date of the project
 Maintain Service Offerings
 Authorize/Assign Project Manager

 Project Role Creation

 Select the Project Role Type
 Maintain the start date and end date for project role
 Maintain Allocation %

 Project Role Staffing

 Assign Mind to Project Role
 Check the start date and end date with capacity allocation

 Project System – ECC

 Create PS Project, Project Start and End Date Maintenance, Release PS Project
 Maintain Billing Template for TnM, FPC and FMC Projects.
 Manual Linking of ProTrack Project with PS Project
 Execute ZROLES for ProTrack Project Roles and Staffing Synch with ECC

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ProTrack Demo

ProTrack
Demonstration

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ProTrack Demo

Step 1: Create
ProTrack
Project

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 Step 1: Project Creation

1 2

For Service
Offerings,
Reference is PIN
Details
3

DO NOT
CHANGE
THE STATUS
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ProTrack Demo

Step 2: Create
PS Project

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Step 2: Create PS Project in ECC System

PS Project ID and
NAME = ProTrack
2 Project ID and
NAME

Transaction Code – CJ20N

3 CHECKLIST:
• PS Project ID = ProTrack Project ID
• PS Project Name = ProTrack Project Name
• Project Profile = CPR0001
• Project Structure Contains – Project
Definition and Project Root WBS (Both
Should Have the Same ID and Name )
• Add Billing Template (TnM, FPC, FMC)
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Step 3: Release
PS Project

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Step 3: Release the PS Project

Select the Project Definition

-> Then Click on EDIT MENU -
> STATUS -> RELEASE

Save The Project After

Release

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 Step 4: Manual
Linking Of ProTrack
Project with PS
Project

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Step 4: Link the ProTrack Project with PS Project (1)

STEP 1: Change the Status

“SET TO ASSIGN”

STEP 2: Click on the

“ACCOUNTING” TAB

STEP 3: Click on “ACCOUNT

ASSIGNMENT” BUTTON
2
3
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Step 4: Link the ProTrack Project with PS Project (2)

STEP 1: Change the Status

“SET TO ASSIGN”
2
STEP 2: Click on the
“ACCOUNTING” TAB

STEP 3: Click on “ACCOUNT

ASSIGNMENT” BUTTON

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Step 4: Link the ProTrack Project with PS Project (3)

1 2

ProTrack Project ID =
PS Project ID

STEP 1: Select the ProTrack Project.

3 STEP 2: Select the PS Project

STEP 3: Click on “ASSIGN” BUTTON

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Step 4: Link the ProTrack Project with PS Project (4)

CHECKLIST BEFORE SAVE:

• PS Project ID = ProTrack Project ID

• PS Project Name = ProTrack Project Name

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 Step 5: Maintain
the PS Project Start
& End Dates

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Step 6: Maintain the Start date and End Date of the PS Project

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Step 6: Maintain
Billing Templates
for PS Project

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Step 7: Maintain the billing templates in PS Project (1)

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Step 7: Maintain the billing templates in PS Project (2)

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Step 7: Maintain the billing templates in PS Project (3)

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Step 7: Maintain the billing templates in PS Project (4)

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Step 7: Maintain the billing templates in PS Project (5)

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Step 7: Assign
Authorization

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Assign Authorization to Project Manager Without Staffing

Step 1

Step 2

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Step 8: Create
Project Role

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Project Role Creation

In Step 2, Maintain the mandatory

fields
• Project Role Type
• Start Date, Finish Date
Step 1 • Allocation %

Step 2

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Step 9: Create
Project Role
Staffing

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Project Role Staffing

• BP Number is same as Employee ID

• After Staffing, verify the following
• Start Date, End Date, Required Capacity
• Any Changes to the Project Role, Recheck the Staffing Details and if
required redo the staffing with updated details.

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Step 10: Run
ZROLES

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Run ZROLES for Staffing Synch - 1

Transaction Code – ZROLES

Input – Project ID

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Run ZROLES for Staffing Synch - 2

Save the ZROLES data.

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ProTrack – Custom Enhancements

 Role based Filtering on staffing dates.

 Filter on completed and not completed tasks in Task Assignment tab
 Show only non completed/cancelled task in the Task assignment.
 Filter on Active and Inactive role in Resource assignment tab
 Show only the Active roles in the Resource assignment tab.
 Including the WBS/tasks from the existing Projects
 Move cancelled tasks to “Cancelled Task History”

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Imagination Action Joy

Venugopal R
Manager – Information systems.

© 2008
2009 MindTree Consulting