Feasibility Rationale Description (FRD) Template
Contents
1. In order to create a new project 1 Click Central Action gt Add New Project 7 Home LADOT PMC for Student Windows Internet Explorer DDT ES http 10 94 14 117 PMC default aspx a n Mpaska Bua MabpaHHoe Cepsnc Cnpabka eGo 37 Ms panuoe a f Peronenayembie ca rer gt Konnexuna pe bparme gt 88 gt Cty of LA Remote Access EE Home LADOT PMC for S a 3000000 fjononHHTenbHo gt gt LLL LL EEA ALA LAA AAA AAA AAA AAA AAA AAA AAA AAA AAA AA AA AAA AAA A AAA AAA AA AA AA AAA A AAA A AAA A AAA AAA LL AA AA AAA AAA A AA AAA A AAA AA AAA AAA AAA AEA AA AAA A AAA AAA A AA AAA AAA LLL LC aL AA EA A AAA AAA A AAA A AAA AAA Add New Project Create a new project site under this site STA El View lists document libraries and contents on this site Lists View lists on this site ources Risks Schedules Issues Reporting Settings Help Help Get help using this site boo Solutions Setup and configuration of this site is not yet complete Please visit the Configuration Checklist and cc ALL Neniacte Rave Nenincte Figure 4 Add New Project UM_IOC2_S12b_T14_V3 1 doc 4 Version Date 05 03 12 TGFD User Manual UM Version 3 1 2 Fill in project information at the project creation page Type in Title Leave Use default permissions as is Choose Quarterly Report Project at Site template multiple choice field Title Description Us2. Project Summary table and click on the Site Path second column of this project e Project Summary Project Name Site Path Project Start Date Project End Date Complete Project Manager Risk Status Issue Status Schedule Status Budget Work Status Budget Cost Status tt tt 0 00 from Designer from Designer 1 00 o o ayman ayman 1 00 o O 100 Main ST 100 Main ST 90 00 Hoover St Hoover St 3 6 2012 12 00 AM 3 22 2012 12 00 AM 33 00 SP Admin LOA LOA 1 00 O pp pp 0 00 o O PM Central Project PM Central Project 0 00 Adams and Hoover Adams and Hoover 1 00 BikeLane BikeLane 3 1 2011 4 00 PM 6 3 2011 5 00 PM 50 00 KSacre 9 9 Template Project Template Project 1 00 Test Project Test Project 6 2012 12 00 AM 3 22 2012 12 00 AM 1 00 SP Admin o o o Exposition Blvd Exposition Blvd 3 8 2012 12 00 3 31 2012 12 00 AM 60 00 SP Admin o o O Figure 11 List of projects You will be redirected to the Project Home page Fig 6 To see Quarterly Reports click Quarterly Report tab Fig 7 You will be redirected to the Quarterly Report library E Click on the report you want to see Fig 10 UM IOC2 S12b_T14_V3 1 doc 8 Version Date 05 03 12 TGFD User Manual UM Version 3 1 7 Add a New Task 1 On Project Home page go to the task Due This Week Web part Tasks Du
3. 1 38 AM William Halverson F L QTR3 Cesar Chavez Intersection 04 12 Ei new ES 4 15 2012 6 04 PM William Halverson View Properties dh Add document Edit Properties Li Check Out T Convert to PDF Compliance Details Alert Me Figure 18 Delete Document 3 Click OK in the conformation message UM_IOC2_S12b_T14_V3 1 doc 12 Version Date 05 03 12 TGFD User Manual UM Version 3 1 9 Send Email 1 Go to Project Home page see 6 View Existing Projects Fig 11 2 Click on the envelop picture at Send an Email to the Project Team web part 8 Send an Email to the Project Team x Documents Recently Added or Modified kal Type Name Modified Modified By RS Figure 19 Send an Email 3 Fillin email form and click send Send an Email to the Project Team Figure 20 Email Form UM IOC2 S12b TI4 V3 1 doc 13 Version Date 05 03 12 TGFD User Manual UM Version 3 1 4 Troubleshooting If you have any troubles using software or have additional questions you can contact Mony Patel at mony patel O lacity org or Richard Harada at richard harada lacity org 4 1 Frequently Asked questions How can I change fields values that are read only in the Quarterly Report form e g MOU number In order to change these fields value you have to edit Project Information From the Project Home page click on the project name in Project Info list and edit fields you want to change What is the differenc
4. Click Quarterly Reports tab button Cesar Chavez Intersection Quarterly Report Project Home Overview My Summary Tasks Resources Issues Documents Discussions Quarterly Reports Quick Launch Project Objectives P Objective Date Figure 7 Quarterly Report tab 2 You will be redirected to the Quarterly Reports Library page 3 Click Add document button to create a report ntersection t MOU t All Documents Project Home Overview My Summary Tasks Resources Issues Documents Discussions Settings Quarterly Reports Quick Launch kb Type Name Modified ES QTR1 Cesar Chavez Intersection 04 12 4 13 2012 2 51 AM QTR2 Cesar Chavez Intersection 04 12 4 13 2012 11 41 AM Add document Figure 8 Add report UM_IOC2_S12b_T14_V3 1 doc 6 Version Date 05 03 12 TGFD User Manual UM Version 3 1 4 Quarterly report form will appear Fill in the form and click Submit pa o Bhag gi R Submit Save Save Close Paste Print As Preview Commit Clipboard Views Expense Report General Info Progress Report Itemized Listing Grantee To Complete LACMTA MOU ATTACHMENT D1 Invoice QUARTERLY PROGRESS EXPENSE REPORT 4 15 2012 53 3 Mous P00F1338 Quanery Reporta 3 GRANTEES ARE REQUESTED TO MAIL THIS REPORT TO P O Box 512296 Los Angeles CA 90051 0296 after the close of each quarter but no later than November 30 February 28 May 31 and August 31 Please note that letters or other f
5. Date 3 23 2012 8 1 AM w oo v 4 Use this field to display the date when the task is started Please do not delete Due Date 3 24 2012 3 12 Am ae oo v Figure 13 New Task form UM_IOC2 S12b_T14 V3 1 doc 9 Version Date 05 03 12 TGFD User Manual UM Version 3 1 8 Attach the Document 1 Click Add Document button on the bottom left of the Project Home page TEASE sai 80 00 O O ST v veek Month Quarter Year amp ay Saturday Project Team 3 Full Name Resource Business Phone E mail Address There are no items to show in this view of the Contacts list To add a new item cick New a Add new item 10 Send an Email to the Project Team ca 17 Documents Recently Added or Modified vJ E C Type Name Modified v Modified By 24 Jj Bike Line Q1 3 23 2012 12 08 AM SP Admin dh Add document 31 Figure 14 Add Document 2 Choose the document and press OK Project Documents Library Upload Document Upload Document Name Browse to the document youintend to upload DAUSC CSCI577 CCD Manual doc Upload Multiple Files Overwrite existing files jJ Figure 15 Choose document for upload UM_IOC2_S12b_T14_V3 1 doc 10 Version Date 05 03 12 TGFD User Manual UM 9 Download Document 1 Click on a document name in the document list 10 17 24 31 Saturday i Project Team Full Name There are no ite
6. Software User s Manual Transportation Grant Fund Database Team 14 Roles Team Members i Primary Kirill Khistyaev Software Architect Stephan Rice IV amp V Zhanna Seitenova Life Cycle Planner Ayman Khalil Operational Concept Engineer 05 03 2012 TGFD User Manual UM Version 3 1 Table of Contents TABLE OF CONTEN Sion p UNT TABLE OF TABLES ia c CR lll TABLE OF FIGURES ed IV 1 Jet o IG tOn e te neem ee ee rr O Na a ak l 1 1 SY IN OVE CW NR pP E 1 1 2 Sl A A A MA KE A GAN a A NR a AN E NA EN l Ze Installation Pro US E 2 2 1 TAN ZATION procedures dad 2 2 2 Rental A ia 2 2 3 DS AA aac eae 2 i Operational Procedures mt O c oicidi bs 3 4 TEOUDIGSBOOUEB ii Are LAU I cias 14 4 1 Frequently Asked QUESTIONS te o 14 4 2 Error Codes and MESS Ae GS total ied pad NGANAN TK ANAN 14 4 3 hor 14 UM_IOC2 S12b_T14_V3 1 doc 11 Version Date 05 03 12 TGFD UserManual UM Version 3 1 Table of Tables No table of tables entries found UM_IOC2 S12b T14_V3 1 doc 111 Version Date 05 03 12 TGFD UserManual UM Version 3 1 Table of Figures FUEL A pac ee aia TO 3 Prouro 2 POHON ORO at Al AS AA A AA O N iaa 3 LUTERO edo 4 Tj De Adad NEWT TOJE aana aaa EEN BAN ER BD DEKNE a NA TETI KDA YEN NEA TEBA A DD EE 4 PUCUTED CHOOSE SUC EDI GE asane Tan Ga a Aa D i medie mM ue Waa 5 PUCUTC ELO OCA OME PATO A RE 6 Tasur
7. ation For the server side installation refer to the Administrator manual 2 1 Initialization procedures Not applicable 2 2 Re installation Not applicable 2 3 De installation Not applicable UM IOC2 S12b_T14_V3 1 doc 2 Version Date 05 03 12 TGFD User Manual UM Version 3 1 3 Operational Procedures SharePoint 2010 Resources for End Users http sharepoint microsoft com en us resources Pages End User Training Guide aspx SharePoint Project Management Central for SharePoint 2010 Documentation http store bamboosolutions com onlinedoc Default aspx A ppID 1780 Here is a description of some of the basics steps you can do using the system 1 Login to the System 1 Type in http 10 94 14 117 PMC in address bar of Internet Explorer 2 Enter username and password Windows Security Connecting to 10 94 14 117 spstudentisp admin m rum Remember my credentials Use another account Figure 1 Log in 3 You will be redirected to the main PM Central page Portfolio Home LADOT PHC for Student Windows Internet Explorer E BitpijJ10 94 14 117 PMC def auk asp vj 4s x 2 Al ba an Mpaska Bha Ms permos Cepet Crpaera x Google vl now Aorommremeno Bore A Gig Ms6pareos a M Peromenayenwe cama B Konmerana pe dparme y gt SS aty of LA Remote Access E Home LADOT PMC far S5 X mo 5 tb Cipamua gt Eexonacmocre Cepec d Central Action
8. e 7 OUT RENO ADO AAA AAA NA A is 6 TOWE O AUA FOP ONL asses susie ae snc acca dap ea Re ss a ns aa A an eee So A ee enim see iene de ences 6 PVCU DO OUE VAR COI VW stt oe ron o AA AAA ed o cd 7 FOEL MOU NONN AA A ATA AA A A AAA A A cas 7 Fiore dT EDO DEOIGUUS ld AN A A AA AE A der 8 Fipure LAN EW TSK ue asker E A MMC A M NEC M TRI ed 9 POUE LI NEWL OSK TOF r jasa pa NG utet mnt OIL I MOM MEM M I 9 Tooure TA Add AO CUCA Au EM due dme pde 10 Figure 13 Choose document Or Upload eoe e na sano ea a aaa dd id iii 10 Figure Jo Downloda JIOCUINEIIT iecit o EN ORE uet biu AA AS ARRA PIECE DIS UN CU e hM SER Ree EE 11 Erecure LA DOCUNICHE ODUORSa a OR EIS d WERT MU mn desit AAA AR Vasa uA 11 beure Lo Delete DOC TENE NANA TAE NA ARA el up b nula teu dieu ec i Da 12 FAgure I9 Send dn BHO e ce 13 TUSULO 20 LUUT OM AA AAA AA AA AGA a AA AAA e olde naa BG 13 UM IOC2 S12b T14_V3 1 doc 1V Version Date 05 03 12 TGFD User Manual UM Version 3 1 1 Introduction 1 1 System Overview Transportation Grant Fund Database TGFD system is a project management system designed to help manage Los Angeles department of Transportation LADOT projects Main purpose of the system is to store projects information and documents keep track of the project status improve communication between projects team members and generate quarterly reports System is based on the Microsoft SharePoint 2010 and Project Management PM Central plug in to it Thus the system prov
9. e This Week g Title Assigned To Status Priority Start Date Due Date Percent Complete There are no items to show in this view of the Tasks list To add a new item cick Mew Figure 12 Add New Task 2 Click Add new item 3 New Item form will appear Fill in and click Save Tasks New Item Edit z d Cut ve m L 3 Copy Save Cancel Paste S Spelling ile Commit Clipboard Actions Spelling Title Prepare QR Use this field to display the task s title Priority 2 Normal Choice field with the choices shown below saved as single line of text Use this field to assign a priority value to the task such as high normal or low Status Not Started iv Choice field with the choices shown below saved as single line of text Use this field to display the status of the task Please do not delete Ail Complete 0 00 o Use this field to display the percentage of completion Please do not delete Assigned To SP Admin 8 La Use this field to assign the task to a resource Resource M Clear New Resource Bamboo custom column for resource management Resource is a drop down selected column that allows users to select the resource from a resource pool It also allows users to map information copy or sync such as standard rate from the Contacts List to the standard rate for the resource assigned to the task Please do not delete Description Start
10. e between Submit and Save buttons in the Quarterly Report form Submit button creates a pdf version of the report in addition to saving it Where I can find a pdf version of the report Pdf version of the report is saved in the main project library which you can find at the project home page 4 2 Error Codes and Messages Error Access Denied This error means that you don t have permissions to access this page Please contact Project Coordinator to resolve this 1ssue HTTP 404 The page cannot be found Your URL is incorrect or your have a network problem Try to use different URL or contact system administrator 4 3 Note TGFD Transportation Grant Fund Database LADOT Los Angeles Department of Transportation SharePoint Microsoft SharePoint 2010 PM Central Project Management Central UM_IOC2 S12b_T14_V3 1 doc 14 Version Date 05 03 12
11. ements that describe the business benefits or goals the organization or the project is trying to achieve A 4 23 2011 project objective should be written so that it can be evaluated at the conclusion of a project to see whether it was achieved You can write an objective based on SMART Specific Measurable Attainable Achievable Realistic and Time bound For Example To install and deploy a new issues 1 management system based on SharePoint that is visible to the entire company via web access reduce resolution time 5096 and completed by March E Project Info P 30 2012 Project Name Complete Issue Status Risk Status Schedule Status Budget de Add new item Cesar Chavez Intersection 0 00 EJ Project Announcements P od There are currently no active announcements To add a new announcement dick Add new announcement gt A My Projects P Add new announcement Site Path Project Status Complete Issue Status Risk Status Schedule Status Budget Cesar Chavez Active 0 00 Tasks Due This Week P y Intersection E m 405 O g Title Assigned To Status Priority Start Date Due Date Percent Complete expansion Active 0 00 eo e There are no items to show in this view of the Tasks list To add a new item dick New Back 1 Next dh Add new item gt Project Team P B A v Upcoming Meetings and Events f L Full Name Resource Business Phone E Figure 6 Project Home page 4 Create Report 1
12. er Permissions Use same permissions as parent site Use unique permissions Site Template Bamboo PM Project Site Custom Template NO SEED DATA v Bamboo PM Project Site Custom Template NO SEED DATA Bamboo PM Project Site Custom Template Bamboo PM Project Site NO SEED DATA Bamboo PM Project Site um Bamboo PM Central Department Level site Custom Template Complete Project Manager 8 W Project Type Custom Iz Project Status Active we Project Department Accounting l Auto Update F Yes When you select the Auto Update option the application will automatically update the Start Date Due Date and Complete based on the project s Tasks list Any information that you manually enter will be overwritten Figure 5 Choose Site Template and click Create UM_IOC2_S12b_T14_V3 1 doc 5 Version Date 05 03 12 TGFD User Manual UM Version 3 1 3 You will be redirected to the Project Home page Cesar Chavez Intersection Quarterly Report Project Home Overview My Summary Tasks Resources Issues Documents Discussions Settings Quarterly Reports Quick Launch b Ta Search this si na Proj o v Project Objectives 4 Welcome to PM Central by Bamboo Solutions Setup and configuration of this site is not Configuration Checklist and complete any open tasks before using PM Central For mor D Objective Date online documentation for PM Central Project Objectives are the concrete stat
13. ides all the standard functionality available in SharePoint and PM Central Description of these functionalities can be found in corresponding manuals SharePoint 2010 Resources for End Users http sharepoint microsoft com en us resources Pages End User Training Guide aspx SharePoint Project Management Central for SharePoint 2010 Documentation http store bamboosolutions com onlinedoc Default aspx A ppID 1780 1 2 System Requirements TGFD system is server client web based application and thus it has very basic requirements for the user s machine 1 2 1 Hardware Requirements Hardware requirements are defined by the Windows 7 hardware requirements which are e 1 gigahertz GHz or faster 32 bit x86 or 64 bit x64 processor e 1 gigabyte GB RAM 32 bit or 2 GB RAM 64 bit e 16GB available hard disk space 32 bit or 20 GB 64 bit e DirectX 9 graphics device with WDDM 1 0 or higher driver according to http windows microsoft com en US windows7 products system requirements 1 2 2 Software Requirements e Windows 7 e Internet Explorer 8 or 9 e Acrobat Reader 9 0 or X 1 2 3 Other Requirements e LADOT intranet access either directly or through the Internet and VPN UM_IOC2 S12b T14_V3 1 doc 1 Version Date 05 03 12 TGFD User Manual UM Version 3 1 2 Installation Procedures There is no installation procedure for users because the system should be used directly through the Internet Explorer browser without install
14. ms to show in this view of the Contacts list To add a new item dick Mew dh Add new item Send an Email to the Project Team Resource Business Phone Documents Recently Added or Modified Tvpe Name Du Add document Modified 3 23 2012 12 08 AM Figure 16 Download Document 2 Save document on your hard disk 10 Delete Document Version 3 1 E mail Address Modified By SP Admin 1 Hover the mouse on the name of the document you want to delete and click on the appeared arrow Documents Recently Added or Modified C Type La ll Mame Images Apt release form QTR1 Cesar Chavez Intersection 04 12 OTR2 Cesar Chavez Intersection 04 12 QTR3 Cesar Chavez Intersection 04 12 d Add document Modified 4 13 2012 11 36 AM 4 13 2012 11 35 AM 4 13 2012 2 53 AM 4 13 2012 11 38 AM 42012 6 04 PM Figure 17 Document Options UM_IOC2_S12b_T14_V3 1 doc Modified By William Halverson William Halverson William Halverson William Halverson William Halverson Version Date 05 03 12 TGFD User Manual UM Version 3 1 2 Click Delete in the pop up menu Documents Recently Added or Modified z Type Name Modified Modified By e Images 4 13 2012 11 36 AM William Halverson iu Apt release form 4 13 2012 11 35 AM William Halverson L QTR1 Cesar Chavez Intersection 04 12 4 13 2012 2 53 AM William Halverson L OTR2 Cesar Chavez Intersection 04 12 4 13 2012 1
15. orms of documentation may not be substituted for this form Refer to the Reporting and Expenditure Guidelines Attachment D for further information SECTION 1 QUARTERLY EXPENSE REPORT Please itemize grant related charges for this Quarter on Page 5 of this report and include totals in this Section Local Match Incl Local LACMTA Grant In Kind Match Total 2 476 97 9 106 63 This Quarter Expenditure Figure 9 Quarterly Report form 5 InfoPath version of the Quarterly report will appear in the library and pdf version will be added to the document library at the main page Cesar Chavez Intersection MOU D All Documents Project Home Overview My Summary Tasks Resources Issues Documents Discussions Settings Quarterly Reports Quick Launch Ta Search this site L Type Name Modified Modified By amp QTR1 Cesar Chavez Intersection 04 12 4 13 2012 2 51 AM William Halverson E QTR2 Cesar Chavez Intersection 04 12 4 13 2012 11 41 AM Ayman Khalil amp QTR3 Cesar Chavez Intersection 04 12 Zintw 4 15 2012 6 04 PM William Halverson dh Add document Figure 10 MOU library 5 View an Existing Report In order to view an existing report simply click on a report in a library list Fig 10 UM IOC2 S12b TI14 V3 1 doc 7 Version Date 05 03 12 TGFD User Manual UM Version 3 1 6 View Existing Projects 1 Goto the Portfolio page of the PM central http 10 94 14 117 PMC 2 Choose the project form the
16. s w Site Actions v ff Browse Page LADOT PMC for Student Project Central All Projects My Projects Pending Projects Completed Projects Cancelled Projects Al Projects NGON y Site Path Project Start Date Project End Date Complete Project Manager Risk Status Issue Status Schedule Status Budget Work Status Budget Cost Status LACMTA tt 0 00 o o from Designer from Desgner 1 00 o o ayma ayma o 7 100 Main ST 100 Main ST o 9 o e Hoover St Hoover St 3 6 2012 12 00 AM 3 22 2012 12 00 AM 33 00 SP Admin O O o o LOA LOA 1 00 o o o e pp pp 0 00 o o o e o PM Central Project PM Central Project 0 00 o o o 7 7 Adams and Hoover Adams and Hoover 1 00 O o O lt gt Figure 2 Portfolio Page UM IOC2 S12b TI4 V3 1 doc 3 Version Date 05 03 12 TGFD User Manual UM Version 3 1 2 Log out To log out from the system press an arrow at the top right corner and press Sign out in the drop down menu My Settings Y Update your user information regional settings and alerts A A a paro n p P A nah aa ah A A ale I PTT US Sign in as Different User Login with a different account Sign Qut Logout of this site Personalize this Page Du c jaja OU F Lu F a Parts on this page icklist and complete any open tasks before using PM Central For more help please refer to Figure 3 Sign Out 3 Create New Project
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