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Clarity Enterprise Project Tool User Manual For The

1. cccsecceceeeeeeeeeeeeeeeseeeeeseeeeeaaees 93 Assigning ETC s To Resources cccceccsecceeeeeeceeeseeceeeseeseeeseeseeeseeseueseesaeeseeeaeesaes 94 Transfer Resource ASSIQNMENUS ccccccccsecceeeeeeeseeeeeeeseeeseeeceeeseeseeeteeeseeeteeeseees 97 6 EET TO CLARITY INTERFACE 106 TWO TIER SCHEDULING TECHNIQUE IN OPEN WORKBENCH 116 8 OPEN WORKBENCH TO MICROSOFT PROJECT CONVERSION TOOL 127 8 1 8 2 8 3 8 4 8 5 8 6 Emerson Process Management Confidential and Proprietary PUOSC ee EAE E TE EAEE 127 COC GONSE O ennari riie REE ai EEE E a E E n 127 Access to Clarity Toolbox FUNCTIONAIILY cccccccceeccseeeceeeeseeeeeeeeseeeeseeeeaeeeseeeeaes 127 Using the Conversion TO0 ccccsecccsssceceeceeseeceseceeseeeeseeeesseeeeseeessaeeeseeeetseeesees 128 Setting Up Microsoft Project Application ccccccccccseeeeseeeeeseeeseeeeseeeeeseeeeesneeens 132 The Microsoft Project Schedule OutQUt ccccceccceeeeceeeeeceeeeseeeeeseeeeseeeessaeeesees 132 EMERSON Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 5 of 136 Project ID 8 7 What Data Converts From OWB To MSP 00 0 cece ccccceccecseeeeeeeeeeeeseeeeeeseeeeeeenaees 133 n EMERSON Emerson Process Management Confidential and Proprietary Process
2. the task where General Resources Dependencies Advanced Notes you want to assian the ETC Task header Schedule Start Current 22 May 14 Baseline 22 May 14 22 May 14 22 Sep 18 a 1 1 1 Project Co ordination 89 15 5 iiid Project Management 332 83 1 2 In Task Properties dialog click on Task Properties Project Management i resource tab 1 3 Select the resource from Project Resources and click Assign Note You will be able to assign only those resources that have been allocated to the project ind D Mame Category Category H IE ation Engines PAS Lead Engineer Ht PAS Lead Engineer PAS Lead Engineer hy EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 96 of 136 Project ID ID Name Start Finish 24 1 1 PROJECT CONTROL 22 May 14 13 Apr 15 2 M amp MANDATORY MILESTONES 22 May 14 13 Apr 15 4 1 4 1 Project Co ordination 22 May 14 02 Feb 15 11 1 4 Project Management 22 May 14 a ee Task Properties Project Management Se 1 4 Type the ETC in Estimate Column Seg a General eSources Dependencies Advanced Notes o appropriate resource generic aE
3. Hrs Can ETO Actual EAQ Edit Loading Open F Entry v January 2009 Activity ID PROCESS AUTOMATION SYSTEM PROJECT COMPLETE 63 iv et tied bas renan E PROJECT CONTROL 63 7 Eco s J 4 01 02 E PROJECT CO ORDINATION STAFF 10 V E E 01 02 010 Project Management General Internal Project Manager 10 0 Contour iv E 01 02 011 Project Management Initiating Project Internal Project Manager 10 0 Contour a PMO Firanka reas 7 01 02 012 Project Management Monitoring amp Controlling Project Manager 10 0 Contour 7 8l 01 02 013 Project Management Planning Internal Project Manager 10 0 Contour F E 01 02 014 Project Management Executing Internal Project Manager 10 0 Contour 7 01 02 015 Project Management Closing Project Internal Project Manager 10 0 Contour Customer View 01 02 020 Remote Project Management Internal Project Manager 10 0 Contour 01 02 030 PAS Lead Engineering Internal PAS Lead Engine 10 0 Contour F E 01 02 040 PAS Remote Lead Engineering Internal PAS Lead Engine 10 0 Contour 7 PMO Two Tier 01 02 080 PAS Project Consultan Internal PAS Consultant 10 0 Contour V Emerson Resource 01 02 090 Project Adminstartion Internal Project Service 10 0 Contour A Assignment PMO Resources Tal at nnan SS EEE EE E E E CEET EEA an nnr prep eam PMO Baseline PMO Analysis 1 CO PAS Consultant PAS Con
4. Revision C1 Proposal Type Fixed Price Estimate Description Proposal Strategy Base Based On Previous Revision CO Revision Date Created UTC 31 07 2014 04 56 29 AM Copy Hours Tuning ves Revision Last Updated UTC 28 08 2014 09 47 00 AM Information Revision Last Updated By Phil Riley Copy Discount Information Yes Operational Rules Version DeltaV v12 Save as Template No Commission Payable No Price book World Area UK Reference Document Labour List Rate Table United Kingdom_PSS_2014_A Proposal Working Currency P amp L Currency GBP Pricing Based On pant GAAP Monthly Request Number When you click this sub tab the Export to Clarity page displays Proposal Definition E Project Name Maersk Gryphon ESD Mod Intend to Use PCSD as The ae EE Project ID LEIC1420045 Configuration Standard Description LEIC1420045 SIS included Third Party SIS Sc E Project Manager Amber Jog Schedule Project Start Date 02 09 2014 G Project End Date 05 05 2015 e T Site Services Capacity Planning Revision Overview Approved 7J Risk Analysis p Probability of Win 100 it Pricing Summary Organizational Breakdown Structures Approval amp Status G Enterprise OBS PSG Global Europe Leicester Leicester PSS Leicester PSS Projects Eb Export WBS Detail F j Level of WBS Detail Detailed level E c Business Syster E Required E Unique Notes Upto 500 Cha
5. onenen e ne y Seremu 7 Change order Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 65 of 136 Project ID Vidish Soman Logout Help About Clarity PPM Emerson Process Management 4d Home Favorites Ck O Main Project Properties Project Main Dashboard Financial Dashboard Change Orders Labour Overview Project Performance Project Dashboard Project Main Dashboard Show Help re Actions w Project Key Information re Project Main Stoplights re Project Key Information Value Stoplight J Project ID 3176421 Overall Project Status v Project Name Bayer BMS Dormagen TDI Loopcheck Eng i ASE Estimated Hours Budget Overrun o Description Loopcheck Support for TDI Dormagen Risk Ranking v Engineering Support for TDI Schedule Performance v Dormagen Application Support Engineering WBS Quality v Project Manager Artur Pfeffer Resource Assignment v a Lead Engineer Dirk Tuchel FET baliaised Project Last Baselined 15 May 2013 meine v EET Proposal Number Displaying 1 7 of 7 PATT ID 0 Displaying 1 8 of 8 Recent Status Report re Overall Status Risk Ranking Status Report Name Report Date Schedule Status Scope Status v v MigratedStatusReport 05 Jul 2013 Displaying 1 1 of 1 Project Sc
6. E Required Also the sum at the bottom of the portlet does show the Business Unit total only so this information can nicely be used for the financial reporting to the individual Business Units e Project Cost Detail JDE EMA only this information is not yet available for Oracle projects This portlet shows the project cost information broken down at the lowest level For JDE this is broken down by Product Group Code and Cost Code J Code EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 71 of 136 Project ID Cost Detail e Forecast Category Change Change Current Product Code As Sold Order Revised Order Prior Period Total Cost Business Group Expenditure Cost Cost Cost Cost Period Actual Actual Committed Cost Variance Unit Code Product Group Description Type Budget Budget Budget Budget Costs Cost Cost Cost ETC EAC Cost Variance ossessesee PSS NCC DeltaV Buyouts Material NonEmr J511 5 415 593 0 5 415 593 0 294 468 204 094 720 451 3 207 413 1 487 729 5 415 593 0 0 0 PSS NCK DeltaV Proj Execut J525 892 298 0 892 298 0 0 0 0 0 892 298 892 298 0 0 0 PSS NCK DeltaV Proj Execut J549 0 0 0 0 0 0 6 646 0 6 646 0 0 0 0 Note All values are in USD Total 6 307 891 0 6 307 891 0 294 468 20
7. Rev Grafiken 23 6 14 i 48 00 Not Started ly PAS Lead Engineer 1 6 B 236 14 i 48 00 Not Started Project Administration 32 15 l 11 28 Not Started ly Project Service Administrat 1 BH Project Service Administrator 3 2 15 1 00 Not Started L gt Project Service Administrat 2 a Project Service Administrator 0 00 Not Started ly Project Service Administrat 3 9 tty 3 2 15 10 28 Not Started Project Procurement Expediting 30 1 15 i i 46 00 Not Started lL PAS Engineer 1 H w 30 1 15 i 46 00 Not Started F Project Planning 30 1 15 35 75 Not Started ly Planner 1 A g Planner 30 1 15 j 35 60 Not Started dqPace of6 p Displaying 1 20 of 108 A Role KeyTask Milestone Work Effort Hours 4 4 Risks Issues Changes Tab Properties Team Tasks Risks Issues Changes Dashboard Project PM Manual Test Risks Issues Changes Risks O Filter System Default v There are no items to display Clarity supports PMI compliant risk management menus The process of risk management is depicted below K S EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 56 of 136 Project ID Probability 100 If a risk is identified then this ris
8. 2 role for e g 50 Also in Workbench these unique instances of these roles are available with their individual allocations and availability PAS Engineer PAS Engineer PAS Engineer PAS Engineer SureService Support Engineer SIS Engineer SIS Engineer SureService SIS Support Engineer PAS Engineer 2 PAS Engineer G PAS Engineer 4 PAS Engineer 5 SureService Suppor SIS Engineer SIS Engineer 2 SureService SIS Sup These roles can now be assigned to work packs where it is now possible to assign a specific role to a specific activity e g SIS Engineer has to work on Task 1 3 2 5 1 and will then continue on Task 1 3 2 5 3 E SIS SW Impl SIS SW Impl IO Database SIS SW Impl Operator Interface SIS SW DD Project Typicals Dev 9999 Non coded activity 7 1311 SIS SW Impl IO Database SIS Engineer 1312 SIS SW Impl Operator Interf SIS Engineer 1314 SIS SW DD Project Typicals SIS Engineer SIS Engineer SIS Engineer 2 SIS Engineer There is no limitation to how many of the same roles can be added to a project So this functionality will deliver great scheduling benefits especially for the larger projects 2 3 4 Assignment Based Scheduling Open Workbench is a scheduling tool that is fully resource driven This has the following implications e Budgets ETC values etc are always assigned to a resource an indivi
9. KOB Kind of Business a C Number of Req Local Active Active Total Expenses Proposal KOB Kind Proposal Proposal Proposal End Revision Revision Proposal Services Product BuyOut Risk amp Other Working of Pursuit Proposal Number ID Name Purchaser User Name Status Value Value Value Value Allowance Value Currency Business Owner Manager Lo MAERSK ol KOB2 NORTH C1 As Sold 7 00 819 67 3 81 900 53 2 96 345 24 14 395 01 42 048 00 8 178 89 GBP Follow On K Systems Richard Hammond LEIC LEIC1420045 Gryphon amp Total Results 1 Total Pages 1 Click on the proposal number to open the proposal You will now see the proposal header attributes and a list of all proposal revisions that have been made Now ensure check with the proposals team what is the final revision This revision should have the status As Sold which can be seen from the currency icon marked in below image before Rev no Note that it is the responsibility of the proposals team to make the status of the revision As Sold or Handover Complete which means that the proposal is updated with all latest agreements with the customer and fully reflects the content of the purchase order with regards to values and scope S EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number P
10. Summary of Risk Attribute Changes The table below shows an overview of all the risk attributes where changes have been implemented for the new pages since the last upgrade Risk Attribute Old Risk Pages New Risk Pages Risk Priority In risk definition section Deleted as it had no functional purpose Cost Impact In quantitative analysis section Renamed to Initial Cost Impact Residual Weighted New Cost Residual Risks In risk response planning section Deleted Mitigation Cost In quantitative analysis section Moved to response planning section Risk Allowance In quantitative analysis section Dut value still available after migration Table 1 Summary of Risk Attribute changes Impact on Existing Risks As a result of these enhancements we will have to make some changes to the risk data and we have to migrate the existing risks to the new structure The most important data is transferred and still available but some of the supporting data might have moved to other fields or might not be in use anymore However the most important field the field Risk Allowance that is used on the Project Dashboard to show the total project risk allowance and that drives the risk stoplight is not changed Properties Team Tasks Risks Issues Changes Dashboard The main page with the list of Project PM Manual Test Rie OO r identified risks Issues Filter System Default v Change Request Click New to create a new r
11. e The Revision Overview tab gives an overview of the scope and labour content e The Risk Analysis tab contains the risks that are identified on this project Proposal Number LEIC1420045 Proposal Maersk Gryphon ESD Mod Revision C1 Proposal Working Currency GBP Pricing Exchange Rate GAAP Monthly Revision Properties Revision C1 Proposal Type Fixed Price Estimate Description Proposal Strategy Base Based On Previous Revision CO Revision Date Created UTC 31 07 2014 04 56 29 AM Copy Hours Tuning yes Revision Last Updated UTC 28 08 2014 09 47 00 AM Information T z Revision Last Updated By Phil Riley Copy Discount Information Operational Rules Version DeltaV v12 Save as Template Commission Payable Price book World Area Reference Document Labour List Rate Table United Kingdom_PSS_2014_A Proposal Working Currency P amp L Currency GBP Pricing Based On Epeen GAAP Monthly Request Number Now to export the project to Clarity when all data has to be found in good condition select the Export tab And on the Export tab there is a sub tab called Clarity oo EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 109 of 136 Project ID
12. 3171831 3172655 3181204 3190679 3190680 FYOSUK MIC FYOSUK SERC DBO VIA VIA TIR TIE VIE TIA V T T Project Name UK CE Clair Ridge Execute Lump Sum UK CE Hull amp Topsides BP Quad 204 project UK CE Solan Development Project 3165816 BP Quad 204 SURF ICSS UK CE AP TVEFW Detail Design amp Implementation UK CE Valero Pembroke Main Project UK CE BP Andrew CIP Execute UK CE Shah Deniz 2 Onshore UK CE Shah Deniz 2 Offshore FYO09 MICP 44 UK MicroProject FY09 SERC 44 UK ServiceContract Innes Mark Toplis Ian Goddard David Carter Mark Paranjape Shirish Jones Phil Taylor David Wynne Martin Connelly Mike Brown Paul Fisher Jim In this screen you can either type in the Project Name or the Project ID The fields will also accept wild cards with the use of an asterisk For example type in valero in the Project Name field The result will filter to all projects with valero within the project name MSP Schedule Converter Project List Project Na Project ID Project Filter Project Name P 3172655 UK CE Valero Pembroke Main Project P 3185170 UK SV SERC Valero Pembroke Refinery Pembrokeshire P 3193737 UK SV VALERO ENERGY SHM ll CSE 145E139 CSE Valero Louisiana System Audit Total Results 4 Total Pages 1 Here you can see the result of the wild card filter To select the project for conversion click on the icon to the l
13. E E E 12 E se Project Service Admin Uniform as Case 1 b How to transfer the assignment from resource role to named resource after baseline the project follows the steps below i EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 100 of 136 Project ID For example to transfer the assignment from resource role Project Manager to named resource Vidish Soman The screen shot below indicates position before Transfer Assignment Library x KAO Emmerich TAP1 PMO Project Hours Status Update Read Only x S EE SE T E E zs o 3197330 KAO Emmerich TAPL Resource Resource Override Planning O i Resource Actual Usage Shown in Timescale Area Resource Resource Pending Resource Proposed Proposed Resource E Activity Resource Current Current Actuals Current ETC from ETC from Current Activity 1D Activity Description Status Name Role Budget Actuals from ETC Timesheet Timesheet EAC Soe are o Timesheet 1 KAO Emmerich TAP1 Started Hl Urusei Aratsbiliy 13 PROJECT CONTROL Started E Variance Analysis M E MANDATORY MILESTONES Not starte Revise Schedule E 1 11 Project Co ordination Started JEFO Pra ton seus nese gt pame Held Dirk 3
14. For a description of the functionality of the Clarity reports refer to the Reports Functional Documentation from the ProcessWorld PPMO PlantWeb Solutions Site Project Management Section and navigate to the Clarity User Manual for Reports EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 20 of 136 Project ID 3 CREATE AND CLOSE A PROJECT IN CLARITY Note that the property screens in Clarity can be customised to fulfil Emerson s specific needs The screenshots in this chapter represent the system directly after the Clarity migration but screen layout might be subject to changes 3 1 Create a New Project Ca Clarity PPM Emerson Process Management die Home Favorites Per Home Executive Dashboards Project Management Resource Management Quick Views P Toye Overview Global Data Resources Rates BF Timesheets World Area Data Resource Planning Risks Lessons Learned SIS Review Reports and Jobs Location Data Resource Finder General Inquiry Account Settings BCEC Data Resource Requisitions Status Report Project Data Recovery Analysis Effectiveness Analysis Not Available Analysis Not Funded Analysis Forecasting Setas Home ResetHome Grefresh Select the Projects menu and then
15. Pos 10 Engineering on Site fur BMS Dormagen Revenue 261030 Cost 224762 gt 36268 Lessons Learned Type Variance Variance Commercial Commercial ro Lessons Learned Category GP Variance 36 268 00 60 000 00 Displaying 1 2 of 2 e Project Risks a copy of the project Risk summary information as it is entered on the project risk pages Emerson Process Management Confidential and Proprietary Document based on PMO Template GEN WORD Revision 0 amp EMERSON Process Management Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 74 of 136 Project ID Project Risks re Risk ID Risk Name Description Category Response Strategy Risk Allowance A4 TAR Mods Services Risk Scope missed in FEED proposal requires additional effort to complete OPEN Project WATCH 3 000 Ad Additional Buyouts No allowance for consumables Cable Labels etc in proposal OPEN Project WATCH 1 500 PJ1 TAR Mods Equipment Risk WORK_IN_PROGRESS Project WATCH 1 246 Displaying 1 3 of 3 e Curve an historical view that shows planned work budget versus actual work Planned Budgeted Hours Current Project Status EAC 5 E ao 7352 SFT ol v R S P Ok A amp 3 Mov 01 2013 mE Dec 01 2013 ma Aug 01 2013 ES Sep 01 2013 EE Oct 01 2013 EE Apr 01 2013 May 01 2013 I Jun 01 2013 E Jul 01 201
16. 0 1 214 Functional Specification Approved by Client 0 days 22 0208 22 0208 0 1 3 El DCS APPLICATION SOFTWARE 107 days 25 02 08 22 07 08 0 1 3 10 DCS Detail Design 47 days 25102108 29 04 08 0 1 3 12 DCS Detail Design Complete O days 29 04 08 29 04 08 0 1 3 20 DCS SW Implementation 40 days 3004 08 24 06 08 0 1 3 22 DCS SW Implementation Complete 0 days 2406 08 2406 08 1 3 30 Produce SV Internal Test Plan 5 days 25 06 08 01 07 08 1 3 32 DCS SW Internal Test Plan Complete 0 days 01 0708 0107408 1 3 40 Produce SW FAT Specification 5 days 0207 08 08 07 08 1 3 46 DCS SW FAT Specification Approved O days 22 07 08 22 0708 Resource 1 3 42 DCS SW FAT Specification Complete O days 0840708 08 0708 ao 1 3 44 Client Approval of SW FAT Specification 10 days 090708 22 07 08 1 4 DCS APPLICATION HARDWARE 69 days 25 02 08 29 05 08 Ee 1 410 DCS Hardware Design 15 days 25 0208 14 0308 serine 1 414 DCS Hardware Design Complete 0 days 14 03 08 1403 08 Network Diagram 8 7 What Data Converts From OWB To MSP In the initial conversion tool the data transferred from OWB to MSP is as follows e Visible Activities and Milestones The only tasks that are converted are those that are not checked as Hide for Customer in OWB This means that if all tasks in OWB are free of this selection then all tasks will convert to MSP The Task Hide for Customer selection in OWB must be completed before co
17. 00 02 0708 090708 150700 230708 030900 030908 040908 Finish 10 09 00 18 01 00 070108 10 01 00 22 0208 100100 01 0206 010208 2202 00 2202 08 220708 29 04 08 29 0408 24 06 00 24 06 08 010700 010708 080708 08 0708 2207 08 2207 00 29 05 00 140300 140308 290508 290500 250308 2503 00 0804 08 0804 08 10 07 08 0506808 12 0600 120608 0307008 09 07 06 100708 100700 100708 10 00 00 08 07 06 150708 150700 0309 08 030900 0309 08 100908 Complete o O 0 0 oh 0 0 0 0 oh 0 0 0 0 0 0 0 0 0 0 O 0 0 0 0 0 0 0 0 oh 0 0 0 0 0 0 0 0 oh 0 0 0 0 0 0 0 Project Name Project ID e Project Name The project name details Manager and company details are converted to MSP and can be viewed in MSP project properties window see below 007 _ TIER_TEMPLATE mpp Properties General Summary Statistics Lonkents ustom Title 002 TIER TEMPLATE ss s Subject Clarity Two Tier Project Read Only Use Author P Manager Terry Redmond ss s s Company Emerson Process Management Category keywords Comments Hyperlink P base Template E Save preview pickure Emerson Process Management Confidential and Proprietary Document based on PMO Template GEN WORD Revision 0 Cancel EMERSON Process Management Clarity Enterprise Project Tool User Manual For The Projec
18. 00 PAS Lead Engineer bE PAS Lead Engineer 20 5 14 30 9 14 100 0 768 0 00 Project Service Administrator Project Service Administrator 20 5 14 30 9 14 100 0 768 0 00 Project Manager Project Manager 20 5 14 30 9 14 100 0 768 0 00 SIS Engineer SIS Engineer 20 5 14 30 9 14 100 0 768 0 00 SIS Lead Enginee SIS Lead Engineer 20 5 14 30 9 14 100 0 768 0 00 SureService SIS Support y SureService SIS Support 20 5 14 30 9 14 100 0 0 00 Engineer ngineer Click on the name of 5 376 0 00 0 00 the resource to Displaying 1 7 of 7 modify properties Save Add AddiUpdate by OBS 2 Remove You can change or tune the allocation of a resource on this project by clicking on the resource s name The following screen will then appear A n EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 45 of 136 Project ID 4 Home Administration Favorites Properties Bookings Investment Muskogee U4 Resource Walesh Kumar Staff Member Properties General Resource Kumar Walesh Project Start Date 3 27 2014 Project Role E amp I Senior Designer a Allocation Start Date E Default Allocation 100 00 Project Finish Date 8 1 2014 Open for Time Entry v Allocation Finish Date E Allocation
19. 1 Data Sets 2 1 1 Global Data All common data sets in the tool are system wide data sets and used throughout the system as well as in other systems e g the Enterprise Estimating Tool Data sets are maintained centrally and cannot be adjusted or extended by local users All global data sets are documented in detail in the Data Dictionary Refer to the latest version of this document available at the ProcessWorld website under the PMO PlantWeb Solutions Site under Project Management section Activity Codes Charge Codes Activity codes in Clarity called charge codes are used to identify the type of work performed Refer to the Data Dictionary for the latest set of codes lt is extremely important that the activity codes are correctly used on projects as these codes are the basis for most historical analysis of the data These activity codes close the loop between the Estimating rules the budgeting amp planning of activities and the actual time booked to these activities Projects shall be populated with activity codes by the Project Manager or Planner either by doing this manually during the development of the project schedule or by using templates If this is done correctly then the individual resources can book their time to activities with predefined codes Activities that are not populated with activity codes cannot be used for time booking Timesheet gets automatically rejected if time is booked to such activities The
20. 3 4 Assignment Based Scheduling ccccccccccecceeeeeecceeeeeeeeeeeeeeceessaeeseceeeeeseaeaeeeeeeeessaaaneeseeees 16 2 3 5 Some Notes about Resources and USESS ccccccsseeeceeceeeeeeeeeeeeeeeeeeeeeeeeesseeeeeesaeeeeeeseaaneeees 17 2 3 6 BCEG Hour BOOKINGS sssrinin ee E a E 17 2 4 Interface to Emerson accounting Systems JDE amp Oracle cccseeeeceeeeeeeeeeeeeees 18 2 4 1 Cost Transfer to JD CW Al CS soe ch ise tick ca ctlecees cea hecace densa se valiosa te ldnesh vaohannseldtacargusbaeetdeoedadau Aas 18 2 4 2 CS PSION OAS aricept E acct A AT E E E T E 19 2 5 RODO ee eee ee eee eee ee ee ee ee ee eee S 19 3 CREATE AND CLOSE A PROJECT IN CLARITY 20 3 1 create a New IAVOI CC lands cts tivesainccsnsteehe cetsenncey eE EREA ERN 20 3 2 VIEW FAL ODCUIICS oiran oin EnEn E 23 3 3 Set Financial PropertieS cccccecccssececsececseeeeceeceseeeeeseecesseeeeseeeeseeesseeeseueesseeeeseas 25 3 4 dose a FOSS GUN Clary eaae E E E 27 4 WORK WITH A PROJECT IN CLARITY 35 4 1 Propero TaD e E E E 35 4 1 1 aaee E E AE EA EEA A T E EE 36 4 1 2 tuS REDONI ercer EA 36 4 1 3 Lessons Learned GP Tracking Page ccccseescccccececeeseeceeeeeeseeeeeeeeeeeseeaeeeeeeesssaeaeeseeeeeesags 39 4 2 TG WEAN VAD et scuacenssernctan E E E 41 s o EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The
21. 548 1 8 52 1 20 800 3 1 107 862 7 3 38 378 26 2 80 7 676 667 1 475 970 13 830 54 2 Displaying 1 6 of 6 e Project Activity Overview An overview of all hours broken down by activity code type of work The break down is at level 3 that is grouped by e g Project Control activities PAS Software Engineering or Hardware Engineering activities Site activities etc Project Activity Overview Revised Hours Project Activity Budget 01xx Project Control 18 305 xxxx NULL Activity Code 0 Total 18 305 Actual Hours 10 009 33 0 00 10 009 33 ETC Hours 3 873 4424 8 297 4 5 4 Estimated Hours Variance 4 423 4 424 1 Project Performance Dashboard Page Hours Complete 72 1 0 0 to Rework Rework Rework Actual ETC EAC Hours Hours Hours Displaying 1 2 of 2 The following portlets are available on the Project Performance dashboard page e Navigation Links at the top of each dashboard page a small banner is shown with links to the other dashboard pages e Project Information a general information window showing e g project name and ID e Lessons Learned GP Tracking a copy of the project Lessons Learned GP Tracking information as it is entered on the project properties page Lessons Learned GP Tracking IDa 01 Change 1 Eng on Site 02 Hours rate update FY 14 Name Lessons Learned Issue hours Rate from FY 13 to FY 14 rise up 15000 h x 4 60000 Best Nr 2410846641
22. 68 895 57 895 20 2 14 2014 05 68 895 57 895 14 3 14 CL 14 2 14 2014 05 23 532 19 775 16 3 14 2014 06 23 532 19 775 16 4 14 cL 14 2 14 2014 05 98 317 82 620 16 3 14 2014 06 98 317 82 620 16 4 14 CL 14 3 14 2014 06 22 322 18 758 13 4 14 2014 07 22 322 18 758 16 5 14 CL 14 3 14 2014 06 103 985 87 383 13 4 14 2014 07 103 985 87 383 16 5 14 CL 9 4 14 2014 07 102 729 86 327 9 5 14 2014 08 102 729 86 327 2 6 14 cL 9 4 14 2014 07 20 104 16 894 9 5 14 2014 08 20 104 16 894 2 6 14 OP 245 14 2014 08 22 725 19 097 22 6 14 2014 10 OP 245 14 2014 08 107 041 89 950 22 6 14 2014 10 2014000453 oP 10 6 14 2014 09 95 026 79 854 10 7 14 2014 10 2014000454 OP 10 6 14 2014 09 18 052 10 7 14 2014 10 Engineering 06 2014 10 7 14 2014 10 18 645 9 8 14 2014 11 Loopcheck 06 2014 10 7 14 2014 10 120 232 9 8 14 2014 11 Engineering 07 2014 6 8 14 2014 11 20 792 59 14 2014 12 Loopcheck 07 2014 7 8 14 2014 11 145 544 6 9 14 2014 12 Rest Eng aus Mai13 Juli4 08 2014 12 9 14 2014 12 18 984 12 10 14 2015 01 Rest LC aus Mai13 Juli14 08 2014 12 9 14 2014 12 125 000 12 10 14 2015 01 Rest Eng aus Mai13 Juli4 09 2014 10 10 14 2015 01 5 111 9 11 14 2015 02 Rest LC aus Mai13 Juli14 09 2014 10 10 14 2015 01 161 943 9 11 14 2015 02 2013000559 2013000560 2013000645 2013000646 2013000703 2013000704 2013000754 2013000755 2013000817 2013000818 2013000839 2013000840 2014000074 2014000075 2014000155 2014000156 2014000210 2014000211 2014000269 2014000270 2014000343 2014000344
23. 736 00 ETC 0 00 EAC 440 00 Planning Role Sourced From FA Role Sourced From Department leave blank if this Role is sourced locally Work Location Select Allocation Gi Start E Finish Allocation 3 27 2014 8 1 2014 100 00 New Row Delete Save Save And Return Return E Required The following allocation details can be defined e Project Role A resource can have a specific project role other than primary role By default this field is same as primary role of the resource Please note that if the project role is other than the primary role the rate for this resource will be as per the project role for this project e Default Allocation This is the default allocation for each segment It will be set at 100 by default If there is only one segment this field can be updated accordingly When you specify a date range you will be prompted to enter a allocation for that period and for periods other than this range allocation will be set at the default allocation In the above example you will see that this resource has been allocated to two specific dated periods other than 100 The remaining time is at 100 indicating this resource can be available for other projects during these periods IMPORTANT While allocating a resource to any project be aware that the default allocation will be 100 for the WHOLE Project duration unless specified e Open for Time Entry Un checking this field will restrict the resour
24. Apart from the data fields that are by default available in Open Workbench Emerson has added some data fields to include Emerson specific data We have also changed a EMERSON Emerson Process Management Confidential and Proprietary Process Management General PM OWB PMO Corporate Views Processes Directory a PM OWB PMO Planning Corporate Views Project Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 86 of 136 Project ID the naming of some Open Workbench data fields in the views and reports to align the naming with the Emerson conventions The headers that are defined in the company library views will use the description of the Emerson data However if you create your own views the system will display the Clarity naming as default and you should replace these with the correct conventions to avoid any confusion Refer to the cross reference table below Emerson data Used data fields in Clarity Remarks Mandatory Milestones Key Tasks Milestones Flag at task level Revised Order Value Baseline Usage We use the baseline to store budgeted ROV hours Current Actuals Actual Usage Posted hours Pending Actuals Pending Actuals Hours entered on a timesheet but not jet posted Once posted these will be removed from the Pending Actuals Current Estimate to Esti
25. Contour loading pattern Duration of these activities is based on final agreed project dates with the PM e All Customer activities are NOT open for time entry e All Emerson activities are marked Hide Task from Customer View Emerson Process Management Confidential and Proprietary Document based on PMO Template GEN WORD Revision 0 S EMERSON Process Management Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Revision A8 2015 Mar 16 Page 123 of 136 Project Name Project ID e Selection of Milestone Variance Required x Yes will mark the milestone for the Milestone Variance View e To identify Customer and Emerson activities note text field is used These identifiers are used in the filters for all views Selecting 2 Tier Resource Assignment view will show this screen Y O 2 o j 2 i Role or Name Duratio Baseline To TEMPLATE PAS Complete Two Tier Project Read Only Project Resource Activity Resourc Estimate Actual Total Resource Resource Activity Resource Activity STANDARD PMO TWO TIER PROJECT RESOURCE VIEW Only EMERSON Activities are Displayed in this View ASSIGN RESOURCES TO EMERSON ACTIVITIES ONLY Data Displayed in Timescale Area is Resource ETC s gt Activity Description Resourc Resourc Total Days Budget Complet Usage Usage Variance Expende Complet Pattern Time Hours Hours Hours Hours
26. EPER wne Library x TEMPLATE PAS Complete Two Tier Project Read Only PMO Two Tier Milestone Variance View Read Only x wih Custom 002 TIER TEMPL TEMPLATE PAS Complete Two Tier Project Read Only Milestone Milestone Planning STANDARD PMO TWO TIER MILESTONE VARIANCE VIEW Finish Owner CUSTOMER Milestones are Displayed in BLUE type Date Controlling EMERSON Milestones are Displayed in BLACK type Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Api PMO Two Tier Views Activity ID WBS and Milestone Description PROCESS AUTOMATION SYSTEM PROJECT COMPLETE TEMPLATE 3 31 2009 01 PROJECT CONTROL 3 31 2009 PMO ps eda 01 01 PROJECT MILESTONES 3 31 2009 USER REQUIREMENTS SPECIFICATION 1 16 2009 E 02 1 010 Receive Inputs for User Requirements Specification 1 2 2009 Customer E 02 1 020 Receive Inputs for User Requirements Specification Internal 1 2 2009 Emerson Customer View 02 1 050 User Requirements Specification Issued to Client 1 2 2009 Customer E 02 1 060 User Requirements Specification Issued to Client Internal 1 2 2009 Emerson ka E 02 1 090 User Requirements Specification Approved by Client 1 16 2009 Customer PMO Two Tier 02 1 100 URS Approved by Client Internal 1 16 2009 Emerson ipp rdir 03 FUNCTIONAL SPECIFICATION 2 2 2009 03 010 Receive Customer Design Inputs 1 16 2009 Customer 03 020 Receive Customer Design Inputs Internal 1 16 2009 Emerson fa
27. Emerson Emerson Customer Customer Emerson Emerson Customer Customer Emerson Emerson Customer Customer 17447744177177 IAAI IAAI 17470A AII A AAAG AAAG AA A A A A A A A A TTT 1797447744177177 AAGA AA A A A T T R KA RI KA RI KA KA I Not started Not started Not started Not started Not started Not started Not started Not started Not started Not started Not started Not started Not started Not started Not started Not started Not started Not started Not started Not started Not started Not started Not started Not started Not started Not started Not started Not started Not started Not started Not started Not started Not started Not started Not started Not started Not started 07 01 2008 07 01 2008 07 01 2008 07 01 2008 07 01 2008 07701 2008 07 01 2008 07 01 2008 07701 2008 07401 2008 07 01 2008 07701 2008 0720172008 14 01 2008 29 08 2008 05 09 2008 1870172008 18101 2008 21101 2008 01 02 2008 21 01 2008 01 02 2008 04 02 2008 22 02 2008 04 02 2008 22 02 2008 25 02 2008 25 02 2008 29 04 2008 25 02 2008 25 04 2008 30 04 2008 24 06 2008 28 04 2008 18 06 2008 25 06 2008 Ain7enne Some details about this view e All Customer Activities are Fixed duration and can be edited directly in the Duration Days column e Emerson Project Controls activities are Fixed duration and resources are assigned
28. Example Project Manager assigned es 32hours on task Project Management Help A E Release Pryact Resources J P wm Name Category _ Sj 1E Integration Engineer EY LE PAS Lead Engineer B LE i Pas Lead Engineer Cy LE 2 PAS Lead Engineer t m lj 2 Assigning ETC s using corporate View Resource Assignment 2 1 Use Resource Assignment View from the Planning Group library 2 2 You can directly type the ETC value into ETC column Requirement Na Res ID Cat ETC Loading Pattern pert s A OON PPienning J E g WES Definition KAO Emmerich TAP1 7 L i E PROJECT CONTROL M MANDATORY MILESTONES E 1 1 1 E Project Co ordination Dependency Definition PM ontour 3 1113 1 Lead Engineering HAAN LE dontour Resource baie TSI Pe 11 13 23 Lead Engineering CLUJ LE 2 dontour 1 1 1 4 Rev Grafiken LE ntour 1 1 2 El Project Support 1 1 2 1 Project Administration PA 2 i ontour PA Q10 r Uniform DA 4 limitar Note If you want to assign ETC s to multiple resources method 2 can be used to save time i o EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 97 of 136 Project ID 5 9 Tr
29. For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 72 of 136 Project ID cs Open Payments Value Value with Received with Payments with Tax Tax Oracle Value without Tax Oracle Received Oracle Open Value Description Type Status Issue Date Issue Period Only Tax Due Date Due Period Only without Tax Date Paid Only without Tax CL 20 6 13 2013 09 11 564 9 718 20 7 13 2013 10 11 564 9 718 22 8 13 CL 20 6 13 2013 09 58 649 49 285 20 7 13 2013 10 58 649 49 285 16 8 13 cL 25 7 13 2013 10 21 112 17 741 24 8 13 2013 12 21 112 17 741 16 9 13 CL 25 7 13 2013 10 85 328 71 704 24 8 13 2013 12 85 328 71 704 16 9 13 CL 23 8 13 2013 11 102 164 85 852 22 9 13 2013 12 102 164 85 852 16 10 13 CL 23 8 13 2013 11 22 725 19 097 22 9 13 2013 12 22 725 19 097 16 10 13 CL 25 9 13 2013 12 101 726 85 484 25 10 13 2014 01 101 726 85 484 2 12 13 CL 25 9 13 2013 12 23 129 19 436 25 10 13 2014 01 23 129 19 436 2 12 13 CL 24 10 13 2014 01 94 336 79 274 23 11 13 2014 03 94 336 79 274 10 1 14 CL 24 10 13 2014 01 21 381 17 967 23 11 13 2014 03 21 381 17 967 17 12 13 CL 19 11 13 2014 02 114 518 96 233 19 12 13 2014 03 114 518 96 233 16 1 14 CL 19 11 13 2014 02 24 877 20 905 19 12 13 2014 03 24 877 20 905 16 1 14 cL 17 12 13 2014 03 97 665 82 072 16 1 14 2014 04 97 665 82 072 14 2 14 CL 17 12 13 2014 03 18 422 15 481 16 1 14 2014 04 18 422 15 481 14 2 14 CL 21 1 14 2014 04 8 135 6 837 20 2 14 2014 05 8 135 6 837 14 3 14 CL 21 1 14 2014 04
30. Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager 1 2 1 3 Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 6 of 136 Project ID 1 INTRODUCTION 1 1 About Clarity Clarity is the Enterprise Projects Tool implemented by Emerson Process Management to manage the projects and engineering business in an efficient and consistent way Key functions in the Clarity Enterprise Projects Tool are Labour management project planning Work Breakdown Structure Electronic timesheets resource management and scope management The tool provides an enterprise infrastructure with a single global database that supports harmonization of processes and structures global resource sharing and a comprehensive view on all labour data Purpose of this Manual The purpose of this document is to provide a work instruction to Project Managers Lead Engineers and Planners for the operation of the Clarity Enterprise Projects Tool Most of the basic functionality that is available in Clarity is described in the EPT User Manual for the Project User This functionality is not repeated here in this document This document does not include all functions and possible options from all of the menus This manual focuses around the Emerson processes and therefore it only describes the most commonly used functions and those functions that are required to work with Clarity
31. Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 116 of 136 Project ID TWO TIER SCHEDULING TECHNIQUE IN OPEN WORKBENCH The purpose of using a Two Tier Project scheduling technique is to enable the Project Manager to provide a client view of the Ganit chart with the confidence that the deliverable dates do not creep due to unforeseen time booking instances By Fixing the activity and Milestone dates it will be possible for the PM to provide a definitive level of detail that will be underwritten by a series of resource driven activities that are necessary to collect project financials lt is expected that the technique will be initially utilised by the PMO Planning group who consist of dedicated Planning Engineers who have the expert knowledge to carry out this technique However it is not beyond any operator who has received the formal Open Workbench training provided by the PMO One of the main objectives of the PMO Planning Group Is to provide a professional planning service and therefore limit the time required by the Project Managers Lead Engineers on planning activities and for them to dedicate more time and energy with the client The first stage in setting up the Two Tier schedule is to ensure that your Open Workbench OWB desktop is set up with the correct views and highlights files required to carry out this technique These views and highlight files are available from the PMO Pl
32. Project ID e The same is applicable for the Quantitative Analysis section where the Cost Impact has been renamed to Initial Cost Impact e Inthe section Risk Response Planning the strategy can be defined and as a result of that strategy the Probability or Cost Impact of the risk can change So you can now enter the new Residual Probability and Residual Cost Impact and calculate the resulting residual weighted cost e With all that information available you can now decide if the response plan will be implemented and as a result of this add the cost for the implementation of this plan mitigation cost and determine a final value for the Risk Allowance that you want to add to the project EAC costs Risk Probability and Impact Levels We have introduced a scale for the probability and impact levels there are 5 levels Furthermore quantitative percentage values are added to the qualitative classification to give more guidance with the selection Note that these quantitative levels follow a non linear scale as historical analysis has proven that most of our risks are in the lower scale which is good so we provide more points in this low end of the scale Again these are now fully in line with the PMO risk management process The qualitative analysis is an activity to prioritise the risks and to determine which of these risks will need further analysis and response planning Each risk that is found applicable
33. Project Manager Emerson Doc Number Revision A8 2015 Mar 16 Page 4 of 136 4 3 4 4 4 5 4 6 Project Name Project ID 4 2 1 E songs essa ocd ENEE sales ices ne eps ee EAEN EES EES E ede a EE EA ssa T EET 42 4 2 2 PS UN asec E Ue hs ise ious A ctosee lates deste E 46 4 2 3 POELE 07261 gaemer ene ene mnn ee eee cnr ete tt een ne Rea er Se ee meen eee eee eee 47 4 2 4 FP APPEL GMS epee ce secs csc oes a eceee seis ce eats eas sense nee S 48 4 2 5 Participants GOLDS cncsraizacastatorscoasuisnomonaassewonsatesodaciecmrasneneisaeus peste soegncawewansteasvontuiciorcananraonneneeneres 48 TASK AO series pected E R EEE E E AEE 50 4 3 1 aee aE E A E E OE T E T E ATA E T ET E TESE A A A T E T 50 4 3 2 Gantt Work Breakdown Structure as per Previous VErsiON cccsescccccesseeceeeeeseeeeesaeeeeess 52 4 3 3 Resource TINS AON yconcscatsassvchensesncrwecncdacwnansaceiseunxeceasudsaetenndgeceecunceemsesedeuesauensstsendsicbsanoceeisenacee 54 4 3 4 PS SI INV SANS eE E E E E E E 54 Risks Issues Changes Tab annnannannnennnnnnennnnnnennenronrnenrnnrrrrrenernrrnnernrrsnererrsnene 55 ASTM OAV TaD stereo ete entices E ENE E EA 63 4 5 1 Main Dashboard Page iciccsciciccscceccnctcacsinngeccdapaaceoussanceadepadebotiiedadsedasdassceaceadeenceesendeedeodassaccouse 65 4 5 2 Financials Dashboard Page cccccsssscccccsseeeceeceesecccecseeeeeeeeeueeeeesseaeeeeesseaaeeeessaeeeeessuaneeeneaas 66 4 5 3 Labour Overview Dashboard Pag
34. Remove Help oo FE Emerson View ven E 2 Tier Custom Resource Assignment FE Milestone Variance View oa nF Customer View Terry Het Mirelon Austin H E Custom Edit H E Favorites E Planning E Executing Controlling Location e When you can see all of the views in the Libraries window select Close This will have populated your OWB desktop with the Two Tier views k EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 121 of 136 Project ID The next stage in using the Two Tier technique is to import the activities to enable the Project Manager to set durations and dates according to agreed As Sold hours and deliverables PMO Two Tier Views PMO Two Tier Emerso and Customer Activities za PMO Two Tier Emerso Activities Only Customer View a PMO Two Tier Emerson Resourc _ Assignment There is a template project set up in the Clarity production system project number 002 TIER TEMPLATE This project is set up as a simple DCS project with a simple sequence of activities However in the hands of the PMO Planning Group this can be further enhanced to include any level of detail depending on the PM
35. Review ApprovalPASF 29 5 14 10 6 14 9 0 00 EH A PAS Hardware Implementai 10 614 17 714 28 0 00 9 E Procure PAS Equipmeni 10 6 14 10 6 14 o 0 00 A 1 E Delivery Time PAS Equip 11 6 14 15 7114 25 0 00 sss A Procure PAS Cabinets 10 614 10 6 14 0 0 00 et T Delivery Time PAS Cabii 11 6 14 15714 25 0 00 A HWimpl CabinetVend 16 7 14 16 7 14 1 000 EH A HWimpl CabinetVend 17 7 14 17 7 14 1 000 al PAS HW Implementation 17 744 17 7 14 0 0 00 a ia PAS Hardware TestPlannin 12 6 14 13 6 14 2 0 00 Cng M HW Internal Test Plan 12 6 14 12 6 14 1 0 00 PAS Lead Engineer 1 tH rh HW Factory Acceptance 12 6 14 13 6 14 2 0 00 PAS Lead Engineer 1 EB ia PAS Hardware Integration 2174 24714 4 000 F HW Integration amp Powe 21 7 14 211 7114 1 0 00 PAS Lead Engineer 1 aH E HW Dismantle Pack amp 23 7 14 24 7 14 2 0 00 PAS Lead Engineer 1 ES ea z T PAS Hardware Internaltest 21 7 14 22 714 2 0 00 mM HW Test CabinetTest 21714 2207114 2 0 00 PAS Lead Engineer 1 aa o PAS Hardware Acceptance 22 7114 24 7114 3 0 00 EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 54 of 136 Project ID 4 3 3 Resource Utilisation On the Resource Utilisatio
36. Tasks Risksilssues Changes Dashboard Select New to Project PM Manual Test Properties Main Lessons Learned GP Tracking create a new GP tracking variance Filter System Default v There are no items to display New Return A EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 40 of 136 Project ID Vidish Soman Logout Help Abou Clarity PPM Emerson Process Management Meta E 4 Home Favorites Cr 99 Project PM Manual Test Create Lessons Learned GP Tracking Lessons Learned Definition EJ Name E Lessons Learned ID Created Date 27 5 2014 ff El Lessons Learned Category _ Select z El Lessons Learned Type __ Select Ea GP Tracking to be filled out if this event has caused a GP variance GP Tracking Cause Category Select x GP Tracking Cause Type Select m GP Variance EUR M this has to be in the project currency Capture Issue or Cause Description A Corrective Action A Attachment Document Browse Fill in the fields as E Required Unique appropriate Then Save amp Return v Save Save And Return Return The following information can be entered e Name Short Name t
37. The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 113 of 136 Project ID AM EET Revision Export Microsoft Interne O x Proposal Humber MACRO700199 Project Revamp of Tanker Loading Facilities at Leixaaes Revision REW D Error Project already exists in Clarity Apart from the error messages the system can also generate warnings In this case the project might have been created but some data might not have been exported correctly In all cases once the project is exported to Clarity there is always the possibility to add modify and delete data in Clarity before the project is enabled Other data There is some other data that is transferred from EET to Clarity that is visible on some specific pages in the tool e Total Sales and Cost value visible at the financial dashboard page The total project Order Value and Cost Budget are added to the Key Financials portlet and will help us to get a better view on the project handover process from Sales to Projects It provides transparency on what the Sales team define as the As Sold situation and how the project is booked into the project accounting system 4 Home Favorites Main Project Properties Project Main Dashboard Financial Dashboard Change Orders Labour Overview Project Performance Project Satisfaction Survey Project Dashboard Financial Dashboard Order Status Description Order Value Budgeted GP As Sold Va
38. This is a calculated stoplight which compares the total budgeted project costs with the total estimated cost at completion Green No cost overrun EAC lt Budget Yellow Less than 5 cost overrun Red More than 5 cost overrun Cash Position JDE EMA only this information is not yet available for Oracle projects This is calculated stoplight that gives an indication of the cash position of the project Green project has a positive cash flow more than 5 of order value EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 79 of 136 Project ID Yellow project has neutral cash flow between 5 and 5 of order value Red Project has negative cash flow less than 5 of order value e Project Satisfaction Survey This is a calculated stoplight which validates if the Project Revised Order Value is more than USD 1M and Customer Satisfaction Survey milestones have been correctly setup and if surveys are completed in time Clarity uses data from the business systems to determine project size which determines what surveys are mandatory Green Milestones are setup and less than 25 days overdue Yellow Milestones are setup but overdue between 25 and 44 days Red Mi
39. Tool User Manual For The Project Manager Project Name Emerson Doc Number Revision A8 2015 Mar 16 Page 49 of 136 Project ID Risks lssues Changes Dashboard Properties Team Tasks Project PM M ice n Staff Detail Filter Syst Role Capacity L i n There are no items Add Ac Requisitions 4 Home Favorites Properties Team Tasks Risks lssues Changes Dashboard ae Project PM Manual Test Team Participant Groups No results found Modify your search as needed A EMERSON Process Management Emerson Process Management Confidential and Proprietary Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 50 of 136 Project ID 4 3 Tasks Tab i 4 Home Favorites Properties Team Tasks __fiskelssuesiChanges Dashboard dq Home Favorites Properties Team Tasks Risks Issues Changes Dashboard Task List r Project PM Manual Te st Gantt F Filte r Non E YF Resource Utilization Assignments In the Clarity web environment all detailed project tasks milestones and assignments can be viewed and properties can be configured New tasks can also be created from here but it is not recommended since there is only a limited set of data fields available for configuration Configuration of tasks and
40. Toolbox Team Cabinet Configuration CCT Toolbox Name Abbreviation Tool Owner Current Version Change Order Management COMT Cabinet Configuration CCT Oscar Alting 22 Financial Forecasting FFT Change Order Management COMT Mark Marlin 1 2 1 MSP Schedule Converter MSP Financial Forecasting FFT Sandy Laird ST Project Material Management PMMT MSP Schedule Converter MSP Amit Nabar 1 0 0 Project Survey PST Project Material Management PMMT Olga Wieczorek 1 9 4 Resource Forecasting RF Project Survey PST Kathy Bakken 1 4 Toolbox Projects Resource Forecasting RF Amit Nabar 2 5 Utilisation Planning UM Toolbox Projects Oscar Alting 1 0 0 Utilisation Planning UM Patrick Becker 3 0 Contact PMO Support PMO Support Call Status Toolbox questions should be directed to PMO Support Second level support will be provided by the individual tool owner EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Revision A8 2015 Mar 16 Page 129 of 136 Project Name Project ID e If you put cursor on Toolbox Home will find a short menu that contains MSP Schedule Converter select this option to take you to the next screen Toolbox Project Filter Project Name l Project ID 3145382 3148304 3163052 3165816
41. a guideline use 1 the end of the FAT for the main system 2 if there is no FAT use the main shipment 3 if there is no shipment take any other milestone that is important to the Customer but controllable by Emerson El Finish Date 30 9 2014 Baseline Start Baseline Finish Open for Time Entry WV E3 On Time Delivery Milestone Other l Selection Select which project event will be Prevent Unassigned Timesheet Tasks M measured E Requested Delivery Date 30 9 2014 FE As requested by the customer in the original RFQ EJ Promised Delivery Date 30 9 2014 Current contractual delivery date including agreed change orders p m 3 Actual Delivery Date The true delivery date after delivery has taken place Earned Value Reporting Enable EV Snapshot to suppotEV calculations Capacity Planning Status Approved x Probability of Success 100 Only required for unapproved projects Approved Flag that will be used in Resource Forecasting Organizational Breakdown Structures Save all edited details by clicking El Enterprise OBS PSG Globg Required Unique Save or Save amp Return Save Save And R amp urn Return e Lead Project Engineer Browse for the user that acts as the lead or project engineer on this project e SIS Lead Engineer Browse for the user that acts as the SIS lead or project engineer on this project Project should have SIS flag chec
42. deviation in Cost and Effort is Review Approval Problems from Customer e Staffing Availability Issues Mark the check box if cause of deviation in Cost and Effort is Staffing Availability Issues from Customer e Project Affected by External Factors Mark the check box if cause of deviation in Cost and Effort are external factors e Cost and Effort Explanation Describe the reason for Cost and Effort Status After filling the relevant information click Save or Save and Return The status indicator is converted to a coloured icon that is displayed in your projects list EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 39 of 136 Project ID 4 1 3 Lessons Learned GP Tracking Page In Lessons Learned GP Tracking section the Project Manager can capture and document specific events These events may have impacted the Gross Profit of the project either positive or negative Favorites Properties Y Team Tasks Risks lssues Changes Dashboard Main Properties ain Main Properties subprojects Main Properties Dependencies Financial Baseline Status Reporting Estimating Lessons Learned GP Tracking Project Sell Rates 4 Home Favorites Properties v Team
43. different properties for single or multiple resources at a time hy EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 44 of 136 Project ID e Shift Allocations With this function the allocated hours or a part of the allocated hours can be shifted to a later date e g because the project is delayed e Assignment Roles With this function we can shift the task assignments from generic roles to the name resources e Replace the monocular icon This function is especially helpful when an unnamed resource Role has to be replaced by a named resource The resource finder function will be launched that allows the user to search for a specific resource based on name role availability skill location etc When a resource or role is replaced by another resource all the assignments level 2 with the associated budgets ETC s etc not the actuals will also be relocated to this new resource Favorites Properties Team Tasks Risks ilssues Changes Dashboard Project PM Manual Test Team Staff Actions v Filter None v i Open for Resource Role Resource ID Project Role Time Start Finish Allocation Allocation Actuals PAS Engineer SE PAS Engineer YY 20 5 14 30 9 14 100 0 768 0
44. in the project schedule Project Schedule Performance Note Negative variance represents project delays re Active Current Original Original Original Active Baseline Active Variance Scheduled Milestone Mandatory Milestonea Task Name Baseline Date Variance Days Variance Status Date Variance Days Status Completed Date Comments B Receive Purchase Receive 02 May 2013 0 v 02 May 2013 0 v Yes 02 May 2013 Order Purchase Order C Accept Purchase Accept 02 May 2013 0 v 02 May 2013 0 v Yes 02 May 2013 Order Purchase Order J Project Close Project Closed 30 Jul 2014 87 amp 30 Jul 2014 87 WF No 30 Nov 2014 S3 Post FAT Project Post FAT CSS Yes 17 Dec 2013 Satisfaction Survey S4 Post Project Project Post Project 30 Jul 2014 87 Wr 30 Jul 2014 87 er No 30 Nov 2014 Satisfaction Survey Displaying 1 5 of 5 4 5 2 Financials Dashboard Page The financial dashboard page shows all key financial data from the project This data is sourced daily from the Oracle or JDE business system Clarity is only used as a portal to display this information to the user Note that although Clarity is a labour EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 67 of 136 Project ID management tool the data on
45. it is negative amount e Select the appropriate currency for your project e Issue or Cause Description Enter a narrative of the description for the variance e Corrective Action Enter a narrative of the corrective action that will be taken to mitigate further variances e Document A file can be attached with further detail information Here is an example of a GP tracking list Filter System Default v 6 IDa Created Date Name Lessons Learned Type Lessons Learned Category GP Tracking Cause Category GP Variance 001 21 9 12 Risk Cause of a Variance Commercial EAC Update 0 EUR 002 8 2 13 CRO1 Charms lO Cause of a Variance Commercial Revenue Update 811 EUR 003 26 2 13 CRO2 FAT Pers HW Cause of a Variance Commercial Revenue Update 600 EUR 23 5 13 CRO3 Lizenzen Cause of a Variance Commercial Revenue Update 146 EUR 2 7 13 Historian Lizenz Scaleup Cause of a Variance Commercial Revenue Update 1 074 EUR 9 10 13 CRO4 Charms IO Cause of a Variance Commercial Revenue Update 227 EUR 28 928 EUR 27 270 EUR Displaying 1 7 of 7 16 12 13 Effective HAW amp S W design Cause of a Variance Commercial EAC Update 2 Delete Return Total Value of GP Variance explained is reflected on financial dashboard of the project and it should match with the Total Estimated GP Change from Financial system which is difference between As Sold margin and EAC margin 4 2 The Team Tab Properties Team Tasks Risks lssues Ch
46. jer S Clarity Gantt Add this project to the list of projects that can be directly accessed from the user s personal page if you have added the My Projects portlet on the personal page Different tool boxes and Reports can be launched for this project from Actions menu General Clarity Toolbox Reports L e Open in Scheduler Actions X Add to My Projects Launch PMM SPR1 Report El Project Name PM Manual Test Copy Project from Template Launch FFT SPR3 Report Redirect Go to Links Page Launch COMT SPR4 Report Redirect Go to Notes page Launch PST SPR7 Report E Project Contract Type Lump Sum Fixed Price SPR10 Report This setting drives the calculation method SPR13 Report Redirect used to forecast project sales see EJ ProjectID PM Manual Test Launching the project in Open Workbench will lock the project in Clarity since current project data is checked out from the database and locally used in the Open Workbench client application On the Project Properties Main Main Properties page apart from the Main Properties option four more functions are available 4 Home Favorites Properties Y Team Tasks Risks lssues Changes Dashboard Main Properties z S gt 2 Tain Main Properties subprojects Main Properties Dependencies Financial Baseline Status Reporting Estimating Lessons Learned GP Tracking Project Sell Rates Le i S EMERSON Emerson Proc
47. of this role So the first instance will not be numbered and the 2 instance will have the designator 2 to it See screenshot below EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Revision A8 2015 Mar 16 Page 16 of 136 4 Home Favorites Properties Team Tasks Dashboard Project PM Manual Test Team Staff Filter System Default Resource Role Resource 1 Project Manager Project 1 Manager Project Manager Project 2 Manager Q Project Manager Project 3 Manager 1 Project Manager Project Manager SIS Engineer S15 Engineer SIS Engineer 515 2 Engineer Role Sourced Project Role Allocation From Project 0 0 Manager Project Manager b Project 0 0 Manager Project 100 0 Manager SiS 100 0 Engineer 515 50 0 Engineer Open Work for Location Time w Project Name Project ID Stat Finish Total Usage Remaining 22 5 14 2 679 0 00 22 5 14 2 679 332 83 22 5 14 2 679 10 64 22 5 14 NaI 0 00 22 5 14 2 679 0 00 22 5 14 2 679 0 00 Each unique instance if this role can then be configured separately e g the project can start with one SIS Engineer with the 2 SIS engineer phasing in later by giving this role a later start date or one role can be 100 allocated to the project and the
48. parameters populated on all projects as this will greatly enhance the Project Manager s ability to effectively categorise BCEC resourcing impacts Interface to Emerson accounting Systems JDE amp Oracle Cost Transfer to JD Edwards Hours that are booked into Clarity are translated to cost using the following information e The hourly rate of a resource is determined by The project role The home location The type code that was used on the timesheet for that particular booking So the hourly rate is not linked to the individual but to the role that this resource fulfils in the project and where they are located E g a German System Engineer has a different cost rate and a different currency than a Swedish System Engineer and a Project Manager normally has a different rate than a System Engineer lf the projects where the resource books hours have a different currency than the cost rate of the resource the cost is converted to the project currency using the exchange rates available in the system these are automatically updated with the exchange rates in JDE Cost of actual hours booked to customer projects are transferred to JDE on a weekly basis This is an automatic process running each Tuesday Wednesday and Thursday Budgets Estimates to Completes and Estimates at Completion do not get transferred to JDE All cost is booked to JDE charge code J525 level 8 to the appropriate Product Group Code Note that there ar
49. project e Set financial properties on the task level e g Product Group Code and Oracle Task Code The following activities can now be done both in Open Workbench as well as through the web interface it is up to the user preference where to do this e Assign codes at the task level e Assign Mandatory Milestones at the task level e Set financial properties on the task level e g Oracle Task Code The Open Workbench 2 1 1 tool is a client application that runs locally on the computer not via the Web The following activities are controlled via the Open Workbench tool e Assign resources to tasks e Assign budgets and estimates to these resources e Scheduling o EMMERSON Emerson Process Management Confidential and Proprietary Process Management e SALES O A special class to exclusively identify Sales Business Development work that has to be recovered to SG amp A Financial processing is same as for COST_OTX projects This project class will only be set up by the Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 14 of 136 Project ID Define budgets over assignments in a specific timeframe You can also access a number of general project properties from Open Workbench However it is recommended not to do this from Open Workbench and only change these properties using the C
50. project properties page will now open these can be viewed or modified from here if required A r ki EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 24 of 136 Project ID Project Definition E3ProjectName PM Manual Test E Project Manager Soman Vic gy Main E Project Contract Type Lump Sum Fixed Price a This setting drives the calculation method SIS Lead Engineer properties used to forecast project sales see Financial Forecasting tool in the Clarity are NOW Project Administrator Toolbox for details available for completion El Project Phases Execution Only Planner Indicate what phases are included in this project to determine the Project Satisfaction Survey requirements Sales Representative EJ industry Code Refining aiza E This project uses the PMO 7 Configuration Standard for Deltav Yes Ly Active w Active PCSD Description Test project for PM Manual a El This project includes a SIS No EDMS URL http Go El Safety Verification Plan Review Status Not Applicable Ly Schedule El Start Date 20 5 2014 On Time Delivery Measure Select one particular milestone that is important to the Customer e g the most critical contractual milestone As
51. rules for these activity codes are e Each task in a plan must have an activity code if you can book hours against it SO an activity code is not required for e g material lead time tasks e A single task can only have one single activity code assigned e Multiple tasks can have the same activity code Product Group Codes Applied in JD Edwards Only In the JD Edwards financial systems each time a booking that results in a financial transaction needs to have a Product Group Code assigned This is a financial rule within Emerson that all costs need to be associated with a Product Group Code in Clarity called WIP Class Therefore all Product Group Codes from our accounting system JDE are mirrored to Clarity The rules for these Product Group Codes are e Select a default Product Group Code at the project level in the project financial properties in Clarity this is called the WIP Class This will cause by default that all bookings are charged to that Product Group Code EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 11 of 136 Project ID 2 1 4 Mandatory Milestones Mandatory milestones are used to analyse project performance which is a worldwide quality initiative equivalent t
52. shown a cost performance index for the project It is calculated as EAC Cost Revised Cost Budget LC EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 70 of 136 Project ID Cost Status re Description Value a Index Status Revised Cost Budget 1 543 298 96 3 Current Cost Status Actual Cost 949 724 59 2 Commited Cost 57 650 3 6 Actual Committed Cost 1 007 374 62 6 Cost Estimates ETC Cost 595 924 37 2 EAC Cost 1 603 298 Latest EAC from Forecasting Tool 1 603 298 100 0 Estimated Variances Estimated Cost Variance 60 000 3 9 ate EAC Cost Index 1 04 Risks Risk Allowance from Project Accounts 0 Risk Allowance from Clarity 0 Note All values are in EUR Displaying 1 18 of 18 Adding the Product Business Unit filter JDE Portlets onl On request of many users we have implemented a Product Business Unit filter on the JDE Financial Status portlet and the JDE Cost Detail portlet By selecting a Product Business Unit the portlet will show all Product Group Codes for that Business Unit only Financial Dashboard Filter EXDisplay Currency Product Business Unii All z Applicable to Order Rag nue Cost and Cost Detail Only Filter Save Filter Clear
53. start of remaining parts before status date Forward to status date F And move end of completed parts Forward to status date Earned Value T Edits to total task complete will be spread to the status date IM Inserted projects are calculated like summary tasks M Actual costs are always calculated by Microsoft Office Project Edits to total actual cost will be spread bo the status date Default Fixed costs accrual Prorated Calculate multiple critical paths Tasks are critical if slack is less than or equal to E days Set as Default Help Cancel Under Calculation options for Microsoft Office Project Option Mode select the Manual radio button Select OK This step will ensure the converted schedule does not try to calculate using the different algorithms associated with MSP The start date constraints will be honoured in the converted schedule if this setting is activated 8 6 The Microsoft Project Schedule Output If you have a licensed copy of Microsoft Office Project navigate to the directory where the conversion tool saved it to LLC EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 133 of 136 Project ID 2S CO DC DataliPMo Toolbox OWB bo MSP Converted Sc
54. tasks using the Transfer of Assignments feature in Open Workbench EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 18 of 136 Project ID 2 4 2 4 1 e During project execution the BCEC books actual hours to these tasks and report ETC values based on real progress made e The timing of the hour bookings reflects the real progress made by the BCEC enabling the local Project Manager to monitor the progress of the work e When the Project Manager approves the time booked to the project through the pending hours report they automatically accept the cost and approves the invoice for this work lf BCEC Engineers work in the local Contracts Engineers office or on a client site hours will be booked to the project against the appropriate BCEC Deputation rate there are special Input Type Codes available on the timesheet to be used for these bookings Consequently there will be additional expense costs per hour booked to the project for in country work This enables the Project Manager to forecast the total in country costs easily based on the number of days present and also drives towards minimising the in country content All BCEC roles resources should have the role sourced from and work location
55. these pages represent the total project financials and include labour as well as materials and expenses etc The following portlets are available on the Financials dashboard page e Navigation Links at the top of each dashboard page a small banner is shown with links to the other dashboard pages e Project Information a general information window showing e g project name and ID at the left and a number of financial stoplights at the right Project Key Information re Project Financial Stoplights Project Key Information Value Stoplights Project ID 3176421 Cost Budget Overrun Project Name Bayer BMS Dormagen TDI Loopcheck Eng Support ASE Forecasted Invoices Imbalance Description Loopcheck Seppe Sr TO Earn Project Accounts EAC and Toolbox EAC out of Balance Engineering Support for TDI Dormagen GP Tracking Balance Application Support Engineerin Risk Allowance Balance Project Manager Artur Pfeffer Lead Engineer Dirk Tuchel Project Accounts EET As Sold Values out of Sync Project Last Baselined 15 May 2013 Displaying 1 6 of 6 EET Proposal Number PATT ID 0 Displaying 1 8 of 8 e Project Financial Graph a historical trend that shows order cost and profit data per financial period The budgeted amounts reflect the baselined value at the end of the fiscal period while the actual cost is the cumulative amount at the end of the fiscal period The information in the graph can be validated using the F
56. to this project in the risk identification activity shall therefore be qualified with regards to probability and impact The result of the qualitative risk analysis step will be a score calculated as Probability x Impact for each risk Probability and Impact scales run from Very Low to Very High resulting in a risk score between 0 49 according to the PxI matrix below Impact Very Low Medium High Very High Probability 1 3 5 7 Very Low 4 10 Low 2 20 Medium 3 30 High 5 50 Very High 7 70 Using pre defined thresholds the risks can then be divided into three categories e Low score These risks needs to be included on a watch list but do not require further analysis e Medium score These risks need to be brought forward to the next steps of the risk management process e High score These risks also need to be brought forward to the next steps of the risk management process but these do require a response plan such that the result will be that the risk score of this risks is reduced to either medium or low So at the end of the risk planning process there should not be any risks left in the high category n EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 59 of 136 Project ID
57. w p w Functional Specification Complete 1 19 2009 Customer PMO Two Tier 5 03 060 Functional Specification Complete Internal 1 19 2009 Emerson i i 16 03 090 Functional Specification Approved by Client 2 2 2009 Customer Milestone Variance View Some details about this view e This is a view that measures the variance between the Fixed milestones and the Floating milestones of the resource driven schedule e By comparing the variance between the two milestones the Project Manager can determine what action to take to stop any schedule creep e Fixed customer agreed milestones are shown in blue e Floating Emerson milestones are shown in black e Customer milestone dates can be edited directly in the Finish column However constraints will have to be applied in the task properties window if they need to be saved To identify an activity or milestone as either Customer or Emerson follow these instructions Highlight the activity you need to identify and select F8 SYMASUIEL IAT UTS U LOUNGE PERG IG LISISU Iv Iv iv HU AGNGU Gw UU ecuUY Project Close out Internal Emerson m m m Not started 05 09 2008 FUNCTIONAL DESIGN 25 Vv C Vv Not started 18 01 2008 Receive Customer Design Inputs Customer E v E Not started 1801 2008 Prepare Functional Specification 10 Customer E m E Not started 21 01 2008 Functional Specificati
58. with the filter criteria related to the survey phase The filter criteria are Post FEED Post DE amp D Post FAT and Post Project By applying these filters the relevant customer feedback will be displayed If we do not have any feedback related to a phase the portlets below the filter drop down will be empty Project Satisfaction Survey Filter El Project Satisfaction Survey ESIE Fiscal Year All Filter Save Filter Clear El Required e Project Satisfaction Survey Project Details This gives details of Project and it is applicable surveys Project Satisfaction Survey Project Details pe Project Value Phase Response Customer Name Interview Date Employer Fiscal Period Project ID Post Feed Response1 Wayne Brickle 14 May 2013 End User Company primary FY13 P08 Project Name Post Feed Response2 Richard Jelley 28 May 2013 End User Company primary FY13 P08 Post FAT Response Not Released 11 Sep 2013 End User Company primary FY13 P12 Post FAT Response2 Will Scriven 02 Dec 2013 End User Company primary FY 14 P02 Displaying 1 4 of 4 e Project Satisfaction Survey displays the numerical scores and some Statistical information for each respondent of the project phase selected via the filter A paraphrase of the question is listed and up to five columns of scores are displayed one for each respondent The row average and standard deviation are listed with a red indicator displaying for standard dev
59. 015 Mar 16 Page 21 of 136 Project ID Project ID This is the unique identifier for this project For customer projects this shall be the same ID as is used in the Emerson project accounting systems JDE Oracle If the JDE Oracle project number is not known yet another reference e g the PATT and or quotation number can be used temporarily but the project ID needs to be set to the JDE Oracle project number before the project financial properties are set Internal projects do not have a corresponding project in JDE The project ID s for these projects are therefore free format but the following guideline shall be used xxiyyyyy With xx the country code i for internal project and yyyyy a sequential number e g 455100001 For world areas that do not use Oracle overhead and cost centre projects will have an ID set by the PMO support office Those areas that use the Oracle business system will have numbers generated from the Oracle business system before the PMO support office generate these projects After project is financially enabled Project ID cannot be modified in any condition Project Contract Type Select the appropriate type from the drop down which describes the contract type for the project This field is used to determine the proper Sales Forecasting Methodology in Clarity s Financial Forecasting tool Use the table from data dictionary provides good information in that table Project Phases Th
60. 136 Project ID e Report Date Enter the date on which we are reporting the status of the project e Risk Ranking A drop down menu to select the overall project status Choose between Hi Medium and Low to indicate e Overall Status Depending upon the Risk Ranking Schedule Status Scope Status and Cost amp Effort Status the Overall Project Status is decided Overall Status is presented with Green Yellow and Red colour to indicate Good Average and Bad status respectively Status Comment e Status Comment Describe the overall project status Schedule e Schedule Status Select from the drop down menu schedule status as On Track Minor Variance Significant Variance e Next Milestone on Track Mark the check box if the next milestone is expected to be achieved on time e Variance Explanation Describe the reason for variance e Scope Status Select from the drop down menu scope status as On Track Minor Variance Significant Variance e Scope Change Required Mark the check box if scope change is required e Deliverable Scope Changed Mark the check box if deliverable scope is changed e Project Objective Changed Mark the check box if project objective is changed e Change Explanation Describe the reason for change Cost and Effort e Cost and Effort Status Select from the drop down menu Cost and Effort Status as On Track Minor Variance Significant Variance e Review Approval Problems Mark the check box if cause of
61. 2014000438 2014000439 ococeceoceoceeaqogoeoesceoescseoeseaocoesesoe9es 8 8S O O O OOOOOOGOGOOOOOOOOOOOOO N 8g d g INV INV INV INV INV INV INV INV INV INV INV INV INV INV INV INV INV INV INV INV INV INV INV INV INV INV N R N Peer one pea pean O O O O OOOOOOOO oo O OOOOOOOOO 0 090 O QOQ OQ Oj OQ O oo O OOOO 8 4 5 3 Labour Overview Dashboard Page The following portlets are available on the Labour Overview dashboard page e Navigation Links at the top of each dashboard page a small banner is shown with links to the other dashboard pages e Project Information a general information window showing e g project name and ID Project Key Information Project Key Information 3176421 Bayer BMS Dormagen TDI Loopcheck Eng Support ASE Loopcheck Support for TDI Dormagen Engineering Support for TDI Dormagen Application Support Engineering Project Manager Artur Pfeffer Lead Engineer Dirk Tuchel Project Last Baselined 15 May 2013 EET Proposal Number 2 PATT ID 0 Displaying 1 8of8 e Labour Hours Analysis A categorised labour overview for all project hours This portlet displays labour broken down by the type of resource that executed the work e g where the resource was sourced from This can be the local centre other engineering centres or any of our BCEC locations These are all broken down per location and also the number of deputation hours are shown sepa
62. 22 2009 19 01 04 03 PROJECT CONFIGURATION MANAGEMENT PLAN 15 1 2 2009 1 22 2009 20 01 04 03 010 Start Configuration Management Plan 1 2 2009 1 2 2009 1 2 2009 3 30 2009 lt Assignment PMO Resources PMO Baseline PMO Analysis Filters amp Sorts Some details about this view e This is a view that can be shared with the client it indicates all of the detailed activities the Project Manager has agreed with the customer All of these activities are Fixed duration and can be adjusted directly in the Duration Days column e Manual percent complete can be entered into this view directly in the Complete column e Start and finish dates can be edited directly in this view However these dates will have to be set in the Constraints window if they are to be saved e Summary percent complete will be shown in the Gantt chart activities if they are applied in the Complete column Selecting 2 Tier Emerson Activities Only View will show this screen Library x TEMPLATE PAS Complete Two Tier Project Read Only PMO Two Tier Emerson Activities Only Read Only x site 002 TIER TE TEMPLATE PAS Complete Two Tier Project Read Only Estimate Hide Activit Planning STANDARD PMO TWO TIER PROJECT SCHEDULE EMERSON VIEW To Task Is O
63. 3 E Jan 01 2014 Feb 01 2014 Mar 01 2014 Apr 01 2014 Date E Required Project Hour Overview Graph a historical hour summary that shows project actuals vs planned hours in compare graphical format In addition the portlet plots cumulative lines for the respective work amounts Project Hour Overview Graph re Project Hour Overview Graph 11k 110 100 100 10k 100 9k 80 70 8k 7k i 6k 5k 4k Revised Hours Budget Cummulative Actual Hours Cummulative Actual Hours 50 i 30 60 B Revised Hours Budget 3k l a oath dh h h rhhtl 6 amp PEEP ER ERE ES 4 5 5 Project Satisfaction Survey Page The following portlets are available on the Project Satisfaction Survey dashboard page amp o EMMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 75 of 136 Project ID e Navigation Links at the top of each dashboard page a small banner is shown with links to the other dashboard pages The Project Satisfaction Survey link is adjacent to the Product Performance Page Simply click on the link below the Project Satisfaction Survey tab to reveal survey results e Project Satisfaction Survey Filter a drop down filter
64. 33 00 82 25 11 50 250 75 239 25 333 00 i PMO ysis iiaa Not starte Project Manager 10 64 10 64 10 64 E PMO Resource Availability Analysis View E Lenii 5 Baisi esL Secs 9 Nikolai Lutz 139 00 75 50 63 50 63 50 139 00 E PMO Date and Hours Variance Analysis f1oj1443 2 Lead Engineering CLUJ Started PAS Lead Enginee 42 56 42 56 4256 F 42 56 Cosma Ioan 46 00 46 00 Branzan Valentin 16 00 P 16 00 1 1 1 4 Rev Grafiken Started PAS Lead Enginee 48 00 Sas Diana 96 00 96 00 122 E Project Support Started Dellmann Nicola 5 00 7 00 7 00 18 Project Service A 1 00 1 00 1 00 19 1 1 2 2 Project Procurement Expediting Not starte PAS Engineer 46 00 Soman Vidish 4 00 E 4 00 1 1 3 E Project Miscellaneous Started 1131 Design amp Review Meetings Started PAS Lead Enginee 48 00 38 00 38 00 38 00 Nikolai Lutz 9 50 9 50 Follow steps 1 to 3 from case 1 a before baselining the project Then follow step 4 below Step 1 Click on the Tool from menu bar and select Transfer Assignments Step 2 A Transfer Assignment window will pop up Select the appropriate resource from the drop down list whose assignment is to be transferred Step 3 Select the appropriate resource from the drop down list to transfer the assignment to Transfer Assignments Transter assignments from this resource to this resource Step 4 Select the task to Project Manager BCEC CLUJ PM Soman Vidish PU S_ 09 transfer to the named Selec
65. 4 094 727 097 3 207 413 2 373 381 6 307 891 0 Displaying 1 4 of 4 e Project Cash Flow an historical trend that shows the receipts customer payments and cash flow on the project Cost is based on the cost paid for the items Information can be validated using Oracle Expenditure Inquiry and linkages to AP inside the form e Hourly Service is assumed to be paid in the month it occurs e Emerson product from inventory including items ordered using PR Order Type is assumed to be paid in the month the parts are fulfilled and shipped e items paid through Accounts Payable Supplier Invoices and Expense Reports are assumed to be paid based on AP check date Customer Payments is based on the paid date applied by CFS Information can be validated using EMR Project Invoicing Report Balance is calculation of cash flow balance expressed as the Customer Payments less Cost Project Cash Flow 2M Project Cash Balance Customer Payments Projects Expenditure paid out PPF EE EEEE EEE EEEE EEE e Project Invoicing This portlet shows all invoices to the customer that are raised on the project with their status CL Closed OP Open Invoice type can be INV Invoice or CM Credit Note for Oracle or SI Invoice for JDE o EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual
66. 5 00 Contour El Project Support Project Administration PA 2 10 28 Contour PA 1 00 Uniform DA 1 Limiter s o EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 98 of 136 Project ID 6 C OCH BSeoR C s Tasks Project Step 1 Click Project Tab from bar pA Critical Path Define S Subprojects Fa and select Transfer Assignments a Recalculate n Manage a Dependencies Autoschedule Pending Estimates A schedule Baselines External Assignments Transfer Assignments Trarnie asagrmnents hom this merca ko thes resource Step 2 The Transfer ord Maks aij chk fe EF i tiol z i 4 i ail Assignment window D Name Stat Fini will pop up Select resource from drop down list whose assignment is to be transferred Keep Baselines After selecting the resource role it will show the entire list of tasks assigned to that resource role For example Project Manager is assigned to tasks Project travel amp Project Management in this screenshot Transfer Assignments Transfer assignments hom this resource oho thes resources Project Manager 1 Ft x Select tasks and click on the amow butto
67. 5 2 Project Data Fields Important Although a series of data fields are available from Open Workbench as well as from Clarity you have to be aware that Open Workbench is a client application and that project rights are only applied when you save the project back into the repository If you have made changes to data fields that you were not allowed to do e g changes to resource data you might not be able to save the project and you will lose all the changes that have been made in Open Workbench There are a large number of data fields available in Open Workbench that can be added to a view To find the explanation of each field go to the Open Workbench help function or press F1 below window will pop up A User Guide Service Pack 02 1 01 Windows Internet Explorer J E E a Help includes descriptions on all Legal Notices e p available data fields Contact CA in Open Workbench Technologies 3 Release Notes Open Workbench Open Workbench a Getting Started with Service Pack 02 1 01 Open Workbench Create and Build Projects schedule Projects tect ax echnologies a Manage Projects Track and Analyze Projects Copyright 2013 CA All Rate This Page 1 Manage Filters and rights reserved The content on this page was useful to me Uiii Disagree strongly C1 C2 C3 0405 z oO Agree strongly 2 Display Project Plan i Submit rating and optional comments about Data Using Views PENER Highlights ne Glossary
68. Business Execute Dashboard Trends Intelligence Location Data Survey Metric Average Score Trends BCEC Billable Graph Business Execute Dashboard BCEC Hours Intelligence Data Page BCEC Billable Howrs p 7 Adad T Add and Select More Return 4 n EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 30 of 136 Project ID O 3 Select Content Tite Project Closure Content ID Category All Description Select the content and click Add This will add new tab Type All x to your overview page Filter Show All Clea z E Stntent ID Type Category Description F Project Closure Check Z_quick_view_project_close Grid Project Project Closure Check Displaying 1 1 of 1 Add Add and Select More Return 4 Home Favorites r General Clarity Toolbox Report Updates Personal Assignments Pending Timesheets on Project Project Closure Check Closure Check Overview Project Closure Check oe Project Closure Check EJ Project 3180103 Power Filter Build Power Filter Filter Save Filter Clear Projecta Explanation 3180103 There is 1 Created timesheet outstanding This must be posted first Displaying 1 1 of 1 E Required You can select the project from list
69. Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 1 of 136 Project ID Clarity Enterprise Project Tool User Manual For The Project Manager Internal Global Project Management End Customer Global Clarity Users End Customer Reference Number Clarity Document File Name Clarity Enterprise Project Tool User Manual for the Project Manager Document Status Approved Authorizations Name Function Signature Terry Redmond EMA Enterprise Planning Manager PMO OT Reinier Noppers Director Project Management Office EMA yy Company Emerson Process Management Confidential and Proprietary Process Manageme nt Document based on PMO Template GEN WORD Revision 0 Pr iit Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 2 of 136 Project ID Revision History Rev Status Description Date Developed By Reviewed By PI ini ssue Working version 10 Nov 02 RN O RE rat Fist Release For Roro armaro n Je ra Updated Upgrade to Girty orapros n Ja Updated For Clarity Upgrade to V8 1 23 May 08 Updated MSP conversion tool added 11 Aug 08 ar Updated Updates for functions added 12 Feb 10 ee Updated Updates for functions added 16 Mar 15 y new PMO template used Emerson Process Management All rights reserved Unauthorized du
70. D PMO support office 2 1 7 special Notes about User Diversity The Clarity tool is today used by a large user community from different areas geographical areas functional areas multiple business units within the Emerson organisation This impacts the data structures that are in use some series of codes are very specific for a particular user community Note the following specific codes e Project Classes Asia Pacific has specific project classes CUS APRud and CUS_AMRO where Europe uses classes CUS_EPRJ and CUS_EMRO So A for AP and E for EMA e Product Group Codes The Asia Pacific JDE system uses a different set of product group codes Therefore the EMA or AP short code is used in the description of each code e Activity Codes For the several user groups separate activity codes charge codes are available These codes are specifically for these groups and not to be used by any other user groups 2 2 Clarity and Open Workbench Project Management activities in Clarity are split over two areas e Clarity the Clarity web based tool controls the top level project properties e Open Workbench The task level properties and all scheduling aspects of a project are controlled by the Open Workbench client application The following activities can and should be controlled via the Clarity web tool e Create new projects e Set all the general project properties This includes the financial properties e Allocate resources to the
71. Emerson Doc Number Revision A8 2015 Mar 16 Page 135 of 136 Here is the converted Microsoft Project schedule ii Calendar Gantt Chart E Network Diagram I IE Task Usage Tracking Gantt h Resource Graph Resource Sheet EA Ai Resource Usage ean oqoe stan oul al More Views Task Name 1 0 DISTRIBUTION CONTROL SYSTEM i1 11 60 14 62 1 2 1 2 02 1 2 04 1 2 08 1242 1244 13 1 3 10 13912 1 3 20 1 3 22 1 3 30 1 3 32 1 3 40 1 3 42 19 44 1 9 46 4 1440 1444 14 26 1 4 20 1431 1 4 32 1 4 40 1442 16 1 6 00 1 6 04 1 5 30 1 5 38 1 5 40 1 5 50 1 5 60 1 5 94 16 1 6 02 1612 1 8 79 1 6 82 1 6 04 1 6 88 1 6 96 l PROJECT CONTROLS Receive Purchase Order Launeh Project amp Mobilise l 1 FUNCTIONAL DESIGN Receive Customer Design Inputs Prepare Functional Specification Functional Spealtication Complete Customer Approval of Functional Specification Functional Specification Approved by Client I DES APPLICATION SOFTWARE DOS Detail Design DES Detall Design Complete DCS SW Implementation DES SW Implementation Complete Produce SW Internal Test Plan DOS SW Internal Test Plan Complete Produce SWV FAT Specification DCS SW FAT Specification Complete Client Approval of SW FAT Specification DCS SW FAT Specification Approved l 1 DES APPLICATION HARDWARE DCS Hardware Design DES Hardware Design Complete Procura DCS Hardware Equipment DCS Hardware Equipment Deliver
72. ID CUSTOMER Activities are Displayed in BLUE type Activity Description Duratio Manual Emerson Required Clien Days Activity Activity Owner Milestone Task Variance From EMERSON Activities are Displayed in BLACK type and by Suffix Intern Activity Complet Entry Custom x Set if Hide Yes View Is Activity Activity Activity Open Locked Fixed For for Duratio Time Schedule Activity Entry Status Activity Start Activity Finish January 2009 29 0 12 1 4410101 NAS E PROCESS AUTOMATION SYSTEM PROJECT COMPLETE TEMPLATE E PROJECT CONTROL PROJECT MILESTONES Receive Purchase Order Receive Purchase Order FIRST PROJECT ACTIVITY Internal Acknowledge Purchase Order Acknowledge Purchase Order Internal Launch of Project and Mobilise Team Launch of Project and Mobilise Team Internal Project Kick Off with Customer 63 63 Project Kick Off with Customer Internal URS Completed URS Completed Internal All Fitnetinnal Gnerifiratinne Annroaved Custom Emerson Custom Emerson Custom Emerson Custom Emerson Custom Emerson Ciusctam Not started w Not started 7 Not started Not started Not started Not started Not started Not started Not started Not started lt Not started Eo x ES m Eaa m E n ER n lt Not started lt JK Not started im
73. JDE EMA and A for JDE AP Oracle Set up Data Default Oracle Task Number 01 This is the default task number in Oracle where the labour cost gets booked to Can be overwritten at Clarity activity level Default Charge Code 9999 Non coded activity mR Press Save when all Save Save And Return properties are Ei Required correctly entered The Project Properties Main Financial page contains a set of mandatory properties that need to be correctly set e Project ID This shall be the JDE or Oracle project reference or local reference if not client project o EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 27 of 136 Project ID 3 4 Financial Status First enter all financial properties only then set status to Open to financially enable the project If we save at this instance the Project ID is locked and cannot be edited in any case Department Browse for your local entity Location Browse for your local entity Product Group Code The code that is selected here is the default Product Group Code that is used if no Product Group Code has been defined at the task level Refer to paragraph 2 1 3 for an explanation of Product Group Code functionality JDE system O
74. Pandit Mayur PU_MP_14 Mayur Pandit Emerson com E Soman f vidsh This icon indicates that this person is the collaboration manager The collaboration manager can add new participants jng1 30f3 to the team and has more rights in the collaboration functions Add F Remove The following actions can be performed from this screen e Add Add new participants users to this project e Remove Delete the selected participants These users will lose their rights to access the collaboration functions on this project e Make Collaboration Manager Make the selected participant a collaboration manager There can be more than 1 collaboration manager on each project e Make Participant Make the selected collaboration manager a normal participant this user will lose the specific rights associated with a collaboration manager e Add Staff With the Add Staff option you can easily select all resources that have been allocated to the project as staff members see previous paragraph and add these as participants 4 2 5 Participants Groups A group is a sub set from the list of project participants that you can use to easily select a number of participants by group e g to give a group of people access to documents design team implementation team etc EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project
75. S AO 600 BOO 26 02 2007 26 02 2007 1 4 07 04 Project Administration Project Serice Administrator 445 445 FOO FOO 26 02 2007 26 02 2007 1 4 07 05 System Engineering LOCAL PAS Engineer 2 480 2 430 3 000 3 000 26 02 2007 26 02 2007 1 4 07 06 System Engineering REMOTE PAS Graphics 7 Trainee Engineer 1 654 1 654 2 000 2 000 26 02 2007 26 02 2007 1 4 01 07 Hardware LOCAL Hardware Engineer 356 356 500 SOO 26 02 2007 26 02 2007 1 4 01 08 Hardware REMOTE Hardware Designer 1 153 200 200 26 02 2007 26 02 2007 1 4 07 09 Integration Integration Engineer 14 191 200 200 26 02 2007 2602 2007 1 4 07 10 Serice Engineering Service Engineer 26 02 2007 26 02 2007 However if you select Tools Multiple Baselines and New Baseline when re baselining you will maintain the original baseline data and will create a new baseline that will automatically number itself accordingly i e Baseline Multiple Baselines x Multiple Baselines _ Current Code Name Description Baseline Baselinel E Cangal Ey Heb Help CLD Hew By using this Multiple Baselines feature you will in effect create a new budget that would include variances that may not be acceptable to the client so a facility exists to copy the original budget from the Baseline 1 to the new Budget 2 and then to manually enter the variances in the Budget field Emerson Process Management Confidential
76. Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 94 of 136 Project ID fe Save As S Save in di Desktop on 10 132 96 133 Ea OF r F E A In Open Workbench go to as File Save As and in the O 44iQTSimulator window that appears select Recent Places 9715 11002 in the Save as type box that 3126659 you want to save as 13126951 Workbench Files rmp Desktop 3128258 l vm Save the file to a directory on Tjaai02558 the local PC ur SAEN O The project is now locked in Libraries Clicss amp FGe tor TAQA ATRUSH Clarity Clics and FGS for TAQA Atrush Phase 14 dev ______ PO Solvay Sunrise project Pali India 29 04 2014 17 21 Workbet sonaref Procurement 12 06 2014 17 09 Workbel Save a wT File name PM Manual Test Save as type Workbench Files mp x Fl Retain Lock From home do the following e Start Open Workbench locally select the windows start menu go to Programs Clarity Open Workbench e At start up a login screen will appear Ignore this screen by pressing the cancel button e In Open Workbench go to File Open and select your rmp file as saved to your local computer You can press the folder icon at the top of the window to indicate that you want to load from the local computer When back in the office you can do th
77. a billing rate different value than the cost rate so the value is incorrect EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 87 of 136 Project ID 5 3 Task Codes Product Group Code JDE Projects Only The default Product Group Code for a project is set in the financial properties page of the project in Clarity Refer to paragraph 3 3 However you can overwrite this default setting on the task level by entering an alternative Product Group Code in the Open Workbench field Task User Text 1 of that task This will cause the cost of all hours booked to that particular task to be charged to the alternative product group code in JDE This will provide the following functionality e If for a specific task an alternative valid Product Group Code is entered the cost booked to this task will be transferred to the corresponding Product Group Code in JDE e lf an invalid alternative code is entered the field will be cleared by the system when the project is saved back to the repository e All tasks that do not have an alternative Product Group Code entered at the task level will use the project default Product Group Code Important Each hour booking in Clarity requires a valid Product Group Co
78. ad Project Engineer 4 Lump Sum Fixed Price This setting drives the calculation method SIS Lead Engineer used to forecast project sales see Financial Forecasting tool in the Clarity ni haute dened Project Administrator m Execution Only Ly Planner re Indicate what phases are included in this project to determine the Project Satisfaction Survey requirements Sales Representative Refining Ly EJ This project uses the PMO Configuration Standard for DeltaV Yes Ly Active PCSD Test project for PM Manual A EX This project includes a SIS No Lz EDMS URL http Go El Safety Verification Plan Review E Not Applicable Ly 20 5 2014 On Time Delivery Measure Select one particular milestone that is important to the Customer e g the most o i i i ical contractual milestone As a 30 9 2014 Disable time entry for this deline use 1 the end of the FAT for main system 2 if there is no FAT use project by unchecking this main shipment 3 if there is no box pment take any other milestone that is bortant to the Customer but controllable by Emerson Mi EJ On Time Delivery Milestone Other Selection Select which project event will be WI measured El Requested Delivery Date 30 9 2014 As requested by the customer in the original RFQ 30 9 2014 Current contractual delivery date including agreed change orders The true delivery date after delivery has taken place EJ Promised Delivery Date Act
79. agement Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 76 of 136 Project ID Project Satisfaction Survey Verbal Feedback Question ID Customer Questions Q1010 What was the primary reason your company selected Emerson for the FEED phase of project Response1 Wayne Brickle Emerson has a global reach with a local presence Response2 Richard Jelley Your company has worked with Emerson before Q1050 Which of the following two statements best describes your situation at the beginning of the FEED phase Response1 Wayne Brickle already had a vision for your solution Response2 Richard Jelley Your looking to Emerson to provide the overall automation measurement solution Q1100 PICK ATTRIBUTE WITH HIGHEST RATING Drawn from Q1061 1078 Response1 Wayne Brickle Their communication with you Response2 Richard Jelley Their ability to determine the scope of the project program e Project Common Survey for trending purposes a graphical bar chart displays the common question average scores by phase for each project First half of common questions is displayed Some questions are asked in several phases of the project and the bar chart calculates the average score for each common question for a given project All customer responses for each common question are included and the results displayed in a bar c
80. and Proprietary Document based on PMO Template GEN WORD Revision 0 a EMERSON Process Management Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 93 of 136 Project ID Budget Budget ETC Total Usag Star task level resource EAC 267 267 26r abl 2E 2E 26r abl abl 2E 2E WBS Task Name Resource Budget Budget ETC y al Baseline Start task level resource Start F 027200 2670272007 1 4 EMRO amp Projects To be Won 6 1 4 01 MAO PROJECTS Change anation Or 6 908 A 67027200 2670272007 1 4 01 02 Project Management Project Manager C D Au 26022007 26 02 2007 1 4 07 03 Project Lead Engineering Project Engineer Al ae 09 26 02 4200 26 02 2007 1 4 01 04 Project Administration Project Service Administrator A 445 26 02 2007 26 02 2007 1 4 01 05 System Engineering LOCAL PAS Engineer 3 000 26 02 2007 26 02 2007 1 4 07 06 System Engineering REMOTE PAS Graphics Trainee Engineer 1 654 bng bng 1 654 26 02 2007 26 02 2007 1 4 01 07 Hardware LOCAL Hardware Engineer 356 356 356 356 26 02 2007 26 02 2007 1 4 01 08 Hardware REMOTE Hardware Designer 153 153 153 153 26 02 2007 26 02 2007 1 4 07 09 Integration Integration Engineer 131 151 151 131 26 02 2007 26 02 2007 1 4 01 10 Service Engineering Service Engineer 26 02 2007 26 02 2007 Instead of this functionality the user is able
81. and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 111 of 136 Project ID 4 EET Revision Export Microsoft Internet Proposal Humber M amp ACR0700199 Project Revamp of Tanker Loading Facilities at Leixoaes Revision REW DO a Exporting Projectto Clarity Processing your request nee There is a large data set exported from EET to Clarity in a number of steps and rigorous error checking is performed in each step Therefore this process can take from 2 till more than 5 minutes Please do not interrupt the process When the project is successfully exported the following message will appear E EET Revision Export Microsoft Internet a iol x Proposal Humber MADRO700199 Project Revamp of Tanker Loading Facilities at Leixaaes Revision REW D Project Exported Successfully Close You can now close this window and the export process is completed Each project can only be exported once so if the export is successfully completed and the user returns to the Export to Clarity page in EET then the message Project is already Exported to Clarity is displayed S EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Cl
82. andard Clarity Open Workbench functionality s EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 90 of 136 Project ID oO e Dedica hb O Tasks Project Ea Critical Path ar air ale Autoschedule Schedule Baselines In Clarity and Open Workbench there is no field to store the hour s budget for each task The way Clarity normally works is that the initial budget is stored as the ETC To capture this value you have to baseline the project which causes the ETC EAC value to be stored in the baseline usage field Initially this is OK as the ETC at the start of the project is equal to the budget However if the project progresses this data becomes dynamic actuals are booked to the project and the ETC is reducing The sum of the ETC and the Actuals is the EAC and the EAC might start deviating from the original budget if there are variances on the project If the project is now re baselined then this will cause the EAC to be stored as the new budget baseline usage and any variance on the project will be reset to zero and therefore performance information on the project will get lost This is in conflict with the Emerson way of looking at budgets budgets can normally onl
83. anges Dashboard Project PM M ste mn Staff 2e Detail Filter Syst Role Capacity Participants There are no items Le Participant Groups Add Ac Requisitions The Team tab is used to view and add persons to the project in five different sub tabs e Staff Add Resources either named resources or roles to the project This enables a named resource to book time to this project e Detail View the resources on this project in a detailed graphical allocation view UC EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 42 of 136 Project ID e Role Capacity View the individual role capacity for each resource on the project e Participants Add Users to the project to enable the user to collaborate on this project share documents participate in discussions etc e Participants Groups A group is a sub set from the list of project participants that you can use to easily select a number of participants by group e g to give a group of people access to documents design team implementation team etc e Requisitions This has been disabled for Emerson 4 2 1 Staff Properties Team v Tasks Risks lssues Changes Dashboard start t Project PM m Staff Detail Filter Syst R
84. anning Group or PMO Support Group On receipt of these views they need to be placed in a dedicated file on your desktop The preferred path is C Program Files Open Workbench Views You should create a new folder called 2TierViews Copy the rwv and rwh files to this folder i 2 Tier Emerson Activities Only View ray Raw File E 2 Tier Emerson View rwy Rv File Ej 2 Tier Highlights Views rwh RAWH File E Tier Resource Assignment rww Rw File Ej 2 Tier Variance View rwy Rwy File Client Report rw Rwy File e Open the OWB application and select File Preferences from the menu Select Locations tab and select Highlights File then select Browse n EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 117 of 136 Project ID Recent Documents 1 CA Clarity PPM 08092014 2 CA Clarity PPM 08092014 3 CA Clarity PPM 3134052 R Options General Defaults Locations wes Display Description Corporate View Library C Program Files Open fork benchdata EPT L User View Library User View LiD C Program Files O pen fork bench yviews S tan Cancel Highlights File 3 Highlights File C Program Files O pen Workbench views aT i
85. ansfer Resource Assignments Transfer Assignments can be used to transfer Estimate to Complete ETC or Budget from Generic Roles to named resources or from one named resource to other named resource Transfer assignments copies the Budget ETC Values but does not copy any actuals There are many scenarios 1 From resource role to named resource i Before baseline li After baseline 2 From one named resource to other named resource i Before actual booking li After actual booking 3 From one named resource to resource role i Before actual booking li After actual booking But if someone wants to transfer the assignment from one resource to multiple resources then it has to be done manually Case 1 a How to transfer the assignment from resource role to named resource before baseline the projects follow the steps below For example to transfer the assignment from resource role Project Manager to named resource Vidish Soman Below is the screen shot before transfer assignment Favorites Planning WBS Definition i a E Project Co ordination Dependency Defintion sissi Proje Management PML sid tats de PI Contour fe 4d Requirement Na Res ID Cat ETC Loading Pattern E KAO Emmerich TAP1 E PROJECT CONTROL MANDATORY MILESTONES Lead Engineering HAAN LE 139 12 Contour Resource Assignment LE 1 16 00 Contour Lead Engineering CLUJ LE 2 42 56 Contour Rev Grafiken LE 4
86. arity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 112 of 136 Project ID YOGI Miris Proposal Number LEIC1420045 Proposal Maersk Gryphon ESD Mod Revision C1 Proposal Working Currency GBP Pricing Exchange Rate GAAP Monthly E Alert Proposal is already Exported to Clarity Proposal Definition E Project Name Maersk Gryphon ESD Mod Intend to Use PCSD as The j Configuration Standard EBE Project ID LEIC1420045 i Third Party SIS Description LEIC1420045 SIS included rty E Project Manager Amber Jog Schedule E Project Start Date 02 09 2014 G Project End Date 05 05 2015 Capacity Planning E Enterprise OBS PSG Global Europe Leicester Leicester PSS Leicester PSS Projects if Revision Overview 5 aie Risk Analysis J 5 Probability of Win 100 Summary 5 Organizational Breakdown Structures z Droval amp Now the project is created in Clarity and you can start working on the project in Clarity like on any other project You can add properties that are not set by the EET interface financially setup and enable the project in Clarity tune the task structure and baseline the project Template only Note that the interface generates a project in Clarity fully in accordance with the work breakdown structure and task structure in EET This might not exactly be the structure in which the Pro
87. as it is implemented for Emerson Furthermore since the appearance of the screens can be customised and probably will be tuned and optimised regularly the screenshots and details provided in this manual might be subject to changes As the tool is pretty intuitive users are expected to familiarise themselves with the general functionality and minor enhancements If more support is required questions can be logged through the formal support helpdesk lines Clarity Infrastructure Clarity V13 3 tool is an enterprise tool installed on a number of central servers located in the St Louis Data Centre in the USA User can connect to these servers via the Emerson Wide Area Network EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 7 of 136 Project ID 1 4 Emerson Process Management Confidential and Proprietary St Louis Data Centre Intranet Emerson LANAMVAN Training Production System system Ap CLARITY CLARITY ieee R OPEN WORKBENCH 4 Project JDEDWARDS Project Accounting Systems Clarity is a web based tool and therefore requires no client software installations on the local computer for normal project users Ensure that the right version of Internet Explorer is i
88. ask by yourself You can also change the activity code of existing tasks If you do not specify an activity code the default activity code 9999 is used EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 88 of 136 Project ID 5 4 Update of Actual Bookings When hours get booked to a project by the resources via their timesheets in Clarity the following sequence is followed Step 1 When a resource Saves their timesheet to the repository even without submitting it Step 3 The field Pending Actuals is updated with the hours as entered by the resource The field Pending ETC is updated either by overwriting the value on the timesheet or calculate from the Pending Actuals When timesheets are submitted or approved this has no effect on Pending Actuals or Current Actuals When the timesheets are Posted The Actual Usage Current Actuals is updated with the hours as entered on the timesheet The Pending Actuals is reset to zero The field Estimate to Complete is automatically updated the actual hours booked are subtracted from the current Estimate to Complete note this step will not happen if the ETC is set to a fixed loading patte
89. at the interface can today not be used to download projects in pursuit to Support our capacity planning and resource forecasting or to create a preliminary project schedule for a proposal EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 107 of 136 Project ID Operating Instructions The interface will be operated from the EET tool This is to ensure that you will select the right project and can do a full review of that project before the project is exported to Clarity These instructions will only show how the EET to Clarity interface is operated for general instructions on EET refer to the EET user manual If you have never used EET before then please ask your local EET champion for a general EET training Log in to EET via ProcessWorld and select the Projects menu at the left to locate the project that needs to be downloaded aG Configure Proposal Number LEIC1420045 Purchaser i O SCSC PATT ID Proposal Name EndUsr Active Revision Status All Local Proposal D i ststs Ss S Proposal Manager Proposal Status in EET an P amp LLoation s S S Pursuit Ower s s _is_S S lt lt lt lt 7 7 7 Proposal Working Currency All
90. ata definitions and codes that are used in the tool 1 7 Support For access issues e g password reset or need any further help raise issues by communicating o EMMERSON Emerson Process Management Confidential and Proprietary Process Management For project scheduling the Open Workbench client software is required For local users this needs to be installed on the local computer The installation of Open Workbench is described in the Clarity User Set Up Client Software Installation document The latest version 2 1 1 of Open Workbench can always be downloaded from the Account Settings Software downloads menu in user s Clarity login Ask your local Clarity Champion or your local IT for assistance Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 9 of 136 Project ID 1 PMO Support by sending e mail to PMO Support Emerson com 2 ITSS Service Desk via the web portal at http itservicedesk emrsn org webtier 9 30 ess do lang en or by email itservicedesk Emerson com EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 10 of 136 Project ID 2 OVERVIEW 2
91. be updated when change orders get approved Actual Delivery Date The true delivery date after delivery has taken place Different delivery dates has impact on RDSL amp PDSL portlets Status This field indicates the Capacity Planning Status for the project By default the status is Approved after we save the initial properties this field is editable Change this to unapproved if the project is still in the pursuit phase Probability of Success This field indicates the probability of winning the project as per the sales forecast The Probability of Success is considered for Resource Forecasting for projects having Capacity Planning Status as Unapproved This value is used in capacity planning reports to calculate a weighted resource loading Enterprise OBS Browse to select the Enterprise OBS for the location from where this project is managed who operationally owns the project This OBS parameter affects security aspects as well as operational reporting It is not related to financial aspects Important The Enterprise OBS is used in the system for reporting purpose to e g define a specific group of projects that need to be included and for security purpose to define to what group of projects a Project Manager has write access Not assigning or assigning incorrect inappropriate Enterprise OBS to the project will result in not having access to the respective project After this information is submitted the proj
92. bout Clarity PPM Emerson Process Management 4 Home Favorites HE S E e Project PM Manual Test Create Status Report General El Status Report Name BED m Report Date Risk Ranking Select x Overall Status Status Comment Status Comment a crhadiila Schedule Status Select last Variance Explanation a Next Milestone on Track Scope Scope Status Select Lz Change Explanation a Scope Change Required Project Objective Changed Cost and Effort Cost and Effort Status _ _ Select Lz Cost and Effort a Explanation Review Approval Problems Staffing Availability Issues Project Affected by External Factors E Required Enter Once Unique Save Save And Return Return General e Status Report Name Short Name this is displayed on list pages and reports as the Status Report identification Enter the relevant name to the status report e ID Enter the ID for the status report ID is unique field and can be entered only once After saving the status report ID gets locked and cannot be modified later he EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 38 of
93. can also set properties like Allocation Start and Finish Date Default Allocation and create allocation segments e Remove Remove the resource from the project If you remove the resource you will also remove any budget associated with this resource You cannot remove resources those have booked actual hours to the project however if you do try to remove such resource the resource remains in the staff list and is no longer able to book time to this project Favorites Properties Team Tasks Risks lssues Changes Dashboard Project PM Manual Test Team Staff z General Filter System Default v Allocate from Estimates a of Set Allocation Resource Role Resource ID Project Role Time Start Finish Allocatio Shift Allocation Q PAS Engineer SE B PAS Engineer YY 20 5 14 30 9 14 100 C Create Requisitions Q PAS Lead Engineer LE PAS Lead Engineer wy 20 5 14 30 9 14 100 Assignment Roles mi ras r e mmn ama a Aaa a ann e We have additional Actions on the right hand top corner e Allocate from Estimates While creating schedule the estimated hours are distributed depending upon availability of the resource start and finish date of the task and loading pattern This utility will help to create segments as per the Estimates for particular period Where there is no ETC for the period the segment with default allocation is created Allocations are rounded to nearest 10 e Set Allocation This utility helps to modify
94. ce from time booking on the project e Allocation Start and Finish Dates When you add a resource the resource is by default allocated for the full project duration You can overwrite these here by realistic start and finish dates e Role Sourced From Browse and select the appropriate location for where the role or resource will be sourced for the project If the role is sourced locally i e same as Financial Location keep this field blank e Work Location This field should be used to indicate if the role or resource will work from home location Normal or travel to the project or customer location on Deputation e Allocation This is the average allocation percentage over all segments calculated for the full duration of the allocation This field only displays if there are multiple segments configured EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 46 of 136 Project ID Since the allocation of a resource is not necessarily equally spread over the duration of a project allocation segments can be created A segment is a time period with a specific allocation percentage for that time period See Another example of Allocation segmented m allocation DO E Start EO Finish Al
95. cluded in that same risk The earlier format required the user to create a new associated risk or to overwrite the original probability and impact ratings with the new probability and impact that are the result of the response planning Old Situation New Situation Risk Definition Risk Identification All general risk information Risk Identification now grouped in one section Qualitative Risk Analysis Initial Probability Initial lmnpact Qualitative Analysis Probability Impact Quantitative Analysis Quantitative Analysis Cost Impact Mitigation Cost Risk Allowance Initial Cost Impact Response Planning Response Plan Mitigation Cost Residual Probability Residual Cost Impact Residual Weighted Cost Risk Allowance Response Planning Resolution Residual Risks Additional risk attributes have been added to capture this information and some attributes are renamed Emerson Process Management Confidential and Proprietary In the section Qualitative Analysis the user has to enter the Probability and Impact for this risk These attributes are now renamed to Initial Probability and Initial Impact as these are the values before a risk response plan is defined EMERSON Frocess Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 58 of 136
96. ct Read Only Activity Executing ical Duration Controlling T Activity 1 Activity Description Deys Complet Activity Start Activity Finish SO Mar pr May dun jut Aug Sep Oct Nov Dec Jan 4 o PROCESS AUTOMATION SYSTEM PROJECT COMPLETE TEMPLATE 62 1 2 2009 3 30 2009 01 E PROJECT CONTROL 62 1 2 2009 3 30 2009 3 01 01 W PROJECT MILESTONES 62 1 2 2009 3 30 2009 girs Pst hanging a 01 03 PROJECT TRAVEL MEETINGS amp TRAINING 1 2 2009 1 2 2009 5 01 03 010 Kick off Meeting with Customer 1 2 2009 1 2 2009 6 01 04 KEY PROJECT DOCUMENTATION 15 1 2 2009 1 22 2009 01 04 01 PROJECT MANAGEMENT PLAN 15 1 2 2009 1 22 2009 8l 01 04 01 010 Start Project Management Plan 1 2 2009 1 2 2009 PMO ea henna 9 01 04 01 030 Develop Project Management Plan 5 1 2 2009 1 8 2009 10 01 04 01 050 Project Management Plan Issued to Client 1 8 2009 1 8 2009 01 04 01 070 Customer Approval of Project Management Plan 10 1 9 2009 1 22 2009 01 04 01 090 Project Management Plan Approved by Client 1 22 2009 1 22 2009 ee 13 01 04 02 E PROJECT OVERALL TEST PLAN 15 1 2 2009 1 22 2009 14 01 04 02 010 Start Project Overall Test Plan 1 2 2009 1 2 2009 15 01 04 02 030 Develop Project Overall Test Plan 5 1 2 2009 1 8 2009 PMO Two Tier 16 01 04 02 050 Overall Test Plan Issued to Client 1 8 2009 1 8 2009 001 04 02 070 Customer Approval of Overall Test Plan 10 1 9 2009 1 22 2009 18 01 04 02 090 Overall Test Plan Approved by Client 1 22 2009 1
97. cts ates se a N A AT E A EE E teense E 10 2 1 1 Ele oF B i E E PEE OEI E PE AA ee eee A E E eee 10 2 1 2 Activity Codes Charge Codes ccccscscccccceeeseeeeeeeeeeeeseeeseeeeeeesseeeececeeeesseeaeeeeeeeessaeaneeeeeees 10 2 1 3 Product Group Codes Applied in JD Edwards Only ccccccccsseeeeeeeeeeeeeeeseeeeeeeeeeaenseeeeeees 10 2 1 4 Mandatory Milestones sci ceetain deo tteeisce atercaes oath cach acie seid reaetrseivctonictiaid derelict loa daanice fasten ce vatede dau eiecteesecenes 11 2 1 5 Project Class JD EGQWan GS sc ciitares ca iheccd es icewctwet stage seid eine de uicseyet sce ceaciestvadecentuaeense htacdssdcamciueuseene 12 2 1 6 Project Class Ol ACC oera encceee set enceoeetieeaddee ener essdeceee sade daocecuenecceeneeonaseemacseseiencace 12 2 1 7 Special Notes about User Diversity ccccccccccccceecceseseeeceeeeeeeeeeeeeeeeeeeseeeseeeeeesssseeeeeeeeeeesags 13 2 2 Clarity ANd Open Workbench c cccccceececseececeeeeeeeeceseeeeseeeeeseeceseeeessaeeeseeeesaeeeesees 13 2 3 ReSourCe PIANINO aree S EEES 14 2 3 1 Allocations and ASSIQGNMENMS cccccseeeeceseeeeceeeeecceeeeeceeeeeessueeeeseeeeeseeeeessueeeesaueeeesneeesaaeees 14 2 3 2 Role Based Scheduling 0 ccccccccsccsseasececcecccessesecececccccseeeseecnccccescseceeeescceeeeeseeesscceeesseerss 15 2 3 3 Multiple Roles on Projects ccccccccssecccceeececeeseecceuseeceeeeeeceeeecsaeeeeeaueeesseeeeseneeeseeseeessaseeees 15 2
98. cument based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 104 of 136 Project ID Fave Task Mame Status Resource Current Current Fending Curent Froposed Planning Budget Actuals Actuals ETC ETC Executing E PROJECT CONTROL E Internal Project Control E Status Update 1 E Project Co ordination Controlling i Ae Project Management rs Unused Availability Ead Varnance Analysis 1 1 Lead Engineering S Revise Schedule AT Consultancy E Project Support a Status Update Project Administration NOTE Transfer the assignment to multiple resources has to be done manually For example if an assignment requires transferring on task Project Management from Project Manager having 60 hours ETC to multiple resources Sarika Bhowte and Sourabh splitting the time as 40 amp 20 hours ETC respectively Se easy SS SSS Task Name T Step 1 Double click on the task header a Task Eaa EEE EERE CUS aN EEE Properties window will pop S amp S Project Co ordination 01 Jan 08 2Ff Feb 08 up Select the Resource tab Project Management 01 J an 08 ACE SBOR 08 60 00 Project Manager Task Properties Project Manaoeniane aes E eed Enaineer From the Project Resource AS Consultant Resources Dep ndencies Advanced Notes Poa list select the resources to Assigned Re
99. cy Red Absolute difference between the order value in Oracle and EET is gt 100 US or equivalent in local currency 4 5 7 Terminology An effort has been made to harmonise the terminology between Clarity JDE and Oracle The table below is a cross reference between the systems and lists the most important financial terms that are used in the portlets New Clarity Portlets Oracle Term JDE Term Life cycle Change Order CO arition _ _ Revised _______________ Baseline or Base Revised or Current Forecast Change Order ForecastCO_ __ T Forecasted Expected Expected Total Expected E ee a E Type Order Value Order Value Cost Budget Cost Budget Cost Budget GP GPG The above table is organised in a matrix format combine the life cycle prefix with the type element to get the full term e g the As Sold Order Value or the Revised Cost Budget New Clarity Portlets Oracle Term JDE Term ee Cost Terms Committed Cost Committed Cost Committed ETC Cost Estimate to Complete Cost Estimated Costto Complete EAC Cost Estimate at Completion Cost Estimated Cost at Completion Estimated Cost Variance Estimated Cost Variance a CU es Ohta e Actual Sales Actual Revenue Reported Sales Actual GP Reported GP as fF ACtuall Billing Total Actual Billing Total Invoiced Actual Payments Received Received Payments P
100. de So ensure as a minimum that the Product Group Code field in the financial project properties page is set Default Oracle Task Number Oracle Projects Only The Default Oracle Task Number for a project is set in the Project Properties page of the project in Clarity and will be populated by default as 01 However you can overwrite this default setting on the task level by entering an alternative Oracle Task Number in the Open Workbench field Oracle Task Number of that task This will cause the cost of all hours booked to that particular task to be charged to the appropriate task number in the Oracle financial system This will provide the following functionality e lf for a specific task an alternative valid Oracle Task Number is entered the cost booked to this task will be transferred to the corresponding Oracle Task Number in Oracle e lf an invalid alternative Oracle Task Number is entered the field will be cleared by the system when the project is saved back to the repository e All tasks that do not have an alternative Oracle Task Number entered at the task level will use the project default Oracle Task Number Activity Code lf a schedule is created from transfer from the EET tool it will populate all the tasks in the schedule with a valid activity code This activity code is stored in the Open Workbench field Charge Code If you add tasks in the schedule you have to assign an activity code to this t
101. dual or to a role You cannot assign budgets to a task A task that has no resource assigned cannot hold a budget Emerson Process Management Confidential and Proprietary Document based on PMO Template GEN WORD Revision 0 EMERSON Process Management Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 17 of 136 Project ID 2 3 9 2 3 6 e f multiple resources are assigned to a task the budget is to be split over the two resources Both resources have an individual budget and report individual ETC figures e In Open Workbench this combination of a resource on a task is called an assignment e Engineers book time to an assignment and only see their own personal budget on their timesheet and not the other resources budgets on that task if any Important If you remove an assignment a resource from a task you will also remove the budget and ETC values that are associated with this assignment You will not be able to remove assignments from a task when the resource has booked actual hours to that task Some Notes about Resources and Users In Clarity there is a difference between a Resource and a User e A Resource also called Staff in Clarity is a body to plan work for This resource is known in Open Workbench has a set of skills has an availability profile a Manager and can book time to a project e A Us
102. e ccccccccseseeeeeceeeeeeeeeeeeeeeeeeeeeeceeeseeeeeeeeseaeeeesseaeeeeessaaess 72 4 5 4 Project Performance Dashboard Page cccccsssseccccseseeeeeceeeeececsaeueeeeeseeaeeeeesseaeeeeeesaaneeeseaas 73 4 5 5 Project Satisfaction Survey Page isisisi seiad iaaea aaie 74 4 5 6 BO IU Shae E E E E ET E E A E E A AE E N E E 76 4 5 7 Terminology eene E E E A EEEE E EEEE ENE EE AES 80 Other Options on the Project Properties Screen cccceccceececeeeeeeeeteeeseeetaneeeeees 81 4 6 1 SUDO e E E ee eee ee eee 81 4 6 2 DG DOGS CSS es ccarcesioccescintosenecnasssnanceeansviacinsenceeieseuscecenececeet enmansioonacenweenesesneecanenibeendaieeesnocenesenneee 81 4 6 3 EAS SS secede E E E E E E E 82 9 WORK WITH A PROJECT IN OPEN WORKBENCH 83 5 1 5 2 5 3 5 4 5 5 5 6 5 7 5 8 5 9 Views Highlights and Filters ccecccccceeeceseceeeeeeeeeeeseeeeeeeeeeeeeeeeeueseeeteeeseeeseeesaeees 83 Project Data Fields nn0annannnannannnannennnnnnennnnnnrrrnnrrnrrnrrnnrrerrnrrrnrrnnrrnrrsrernrrnrernreerene 85 TOK OO e A E EE E EE E E EA 87 Update OF Actual BOOKINGS siccccnciccuen est ctmenensicuencenatnedensmenneenadnaneasienuenenbasnereeseemnueatencs 88 The Autoschedule Function cccccccscccecceeeceecaeeceeceeceeceeeceeceeeceeseeeceeseeeseeseeneas 88 The Baseline FUNCION ccccccecuccceteatcadsbecedahtdactecdedeouenceteatcestteatsantdent neat iectenseientenattectee 89 Work locally with Open Workbench Schedules
103. e Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 62 of 136 Project ID e Residual Cost Impact What is the impact to the project costs if this residual risk becomes an issue e Owner Who owns the risk and is responsible for monitoring the symptoms This is by default the user that creates this risk normally the Project Manager e Risk Symptoms Describe how the risk can be detected e Target Response Date The date that a resolution for this risk needs to be defined This date has to be prior to the Impact Date take action before the risk becomes an issue on the project e Status Define the status in the life cycle of the risk Select from Open Work In Progress Resolved or Closed e Residual Weighted Cost What is the weighted cost is cost impact multiplied with the probability of the risk where the residual cost impact probability has to be converted to a detailed value e Risk Allowance The cost to be presented on the project dashboard this will be added to other risk allowances and the total will be visible on the project dashboard as the Risk Allowance from Clarity e Risk Allowance Category Select from Hourly Service Emerson Buyouts and Subconiractors or Expenses Attachments e Document a document can be attached to this risk for further documentation e There is a separate Response Strategy page for this specific r
104. e There are no pending timesheets with bookings for this project e All transactions have been successfully posted lf all these conditions are met then the project can be closed the following day as the system runs a service to validate these conditions over night These conditions can be checked in project closure tab Project Definition El Project Name EJ Project ID El Project Contract Type El Project Phases EJ Industry Code Active Description PM Manual Test PM Manual Test Lump Sum Fixed Price This setting drives the calculation method used to forecast project sales see Financial Forecasting tool in the Clarity Toolbox for details Execution Only Indicate what phases are included in this project to determine the Project Satisfaction Survey requirements Refining Ly m Test project for PM Manual A El Project Manager Lead Project Engineer SIS Lead Engineer Project Administrator Planner Sales Representative a his project uses the PMO Configuration Standard for DeltaV PCSD El This project includes a SIS EDMS URL El Safety Verification Plan Review Status Soman Vic Yes No http Then deactivate the project by un checking this box Lz Go Not Applicable Ly A closed project can always be reopened An inactive project can be made active again and a closed financial module can be reopened Emerson Process Management Confidential and Proprietar
105. e no level 9 details available in JDE and that JDE only holds cost information and no information related to hours EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 19 of 136 Project ID 2 4 2 2 5 Hours booked to internal projects or to other cost centres do not get automatically transferred to JDE Manual journals are required for cost centre recharges Note that Asia Pacific has a different JDE system than Europe Therefore there are specific codes defined in the system to ensure a correct transfer of cost between Clarity and the various JDE systems Cost Transfer to Oracle Hours that are booked into Clarity are translated to cost using the following information e The hourly rate of a resource is determined by The project role The home location The type code that was used on the timesheet for that particular booking So the hourly rate is not linked to the individual but to the role that this resource fulfils in the project and where he is located for example an American System Engineer has a different cost rate and a different currency than a Canadian System Engineer and a Project Manager normally has a different rate than a System Engineer lf the projects where the resource book
106. ect To correct this it is advised to enter the value again into the Complete column This should return the correct graphical representation Predecessors and Successors The task and milestone predecessors and successors are converted to MSP as seen in OWB Where lag has been used on these dependencies this has also converted to the MSP schedule and can be viewed in the predecessor and successor column data in MSP Resources The only resources converted from OWB to MSP are resource roles These resources are not assigned to tasks and therefore not used in the MSP schedule They are available in the Resource Usage table in MSP if you wish to assign them after conversion Calendar The calendar in OWB is set by the user from pre defined ones loaded onto Clarity by the PMO Support group When the project gets converted to MSP it will adopt the Standard calendar which is without any national holidays The conversion tool is designed to recognise task start dates and calculate end dates from the duration in days given in OWB This ensures converted schedules maintain their start and end dates in MSP regardless of the absence of local calendars being available Here is the Open Workbench schedule EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager
107. ect is created in the database The following functionality is now available Additional main properties can be setup for your project Additional financial properties can be set to enable the project financials Resources can be allocated to the project Tasks can be created budgets and ETC can be set and the project plan can be edited in Open Workbench Resources can start booking hours to the project However these hours are not translated to cost and do not get transferred to JDE Oracle until the project has been financially approved New project can also be created by using New from Template button Only thing has to looked for is project which we are using as template must be a template project EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 23 of 136 Project ID 3 2 View Properties The above entered properties can be viewed and edited later Clarity PPM Emerson Process Management lt i Home Favorites Personal Executive Dashboards Project Management Resource Management Quick Views Overview Global Data Resources Rates F Timesheets World Area Data Resource Planning Risks Lessons Learned SIS Review Reports and Jobs Location Data Resource Finder General Inquiry Account Se
108. ed to Emerson Site DES Hardware Test Planning DCS Hardware Test Planning Complete Customer Approval of HVY FAT Specification HW FAT Specification Approved by Client gt HARDWARE TESTING amp DELIVERY HW Integration of Equipment MW Internal Test Start DCS HVY Factory Acceptance Test DES MV Factory Acoeptance Teast DOS MW Factory Acceptance Test Completed HW Dismantle Pack DCS Cabinete DES MW Delivery F O 8 bes MW Ae Built Documentation I SOFTWARE TESTING amp DELIVERY DOS SW Installation DES SW Internal Tost Start DCS Software Factory Acceptance Test DOS Software Factory Acceptance Test DCS Software Factory Acceptance Test Complete DCS SW Delivery F O 8 DES SW As Bult Documentation Duration 170 days 10 days O days 10 days 26 daye 0 days 10 days 0 days 15 days 0 days 107 days 47 days D days 40 days 0 days 8 days 0 days 6 days 0 days 10 days 0 days 69 daye 16 days O days 54 days 0 days 7 days 0 days 10 days 0 days 30 daye 5 days 8 days 0 days 16 days 0 days 5 days O days 5 days 51 days 5 days 5 days O days 31 days 0 days O days 6 days Start 07 01 00 07 01 08 07 0108 070100 10 01 008 10 0100 21 01 08 010208 04 02 00 220208 25 02 00 2502 08 29 04 08 30 0406 24 06 08 26 06 00 010708 0207 08 08 0708 090708 22 07 00 25 0208 250200 1403 08 170308 29 05 00 170308 250300 26 03 08 080408 30 05 00 300508 0606 00 12 06 08 130608 09 07 06 04 07 08 100700 040708 02 07
109. eduler Actions v a O Filter None v At the baseline sub tab you can Current Baseline Baseline IDa Baseline Name te Created By Y Baseline1 Baseline1 view the list of baselines that have 13 Soman been created for this project if Roemer they exist LC EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 83 of 136 Project ID 9 5 1 WORK WITH A PROJECT IN OPEN WORKBENCH Views Highlights and Filters In Open Workbench all schedule data is displayed on the screen using Views Highlights and Filters e Views a view determines what data fields will be displayed on the screen and what the format of that data will be Example is a Gantt view or a tabulated data field e Filters Filters can be defined to select a set of tasks or resources in a view Filters are part of the view library e Highlights a set of formatting conditions that causes data fields in any view to change the format shape colour either based on the type of data field or based on certain conditions of that data Example is to colour the critical path or tasks with a negative variance A company library has been created with a predetermined set of Views Highlights and Filters This library is maintained by the Project Mana
110. een the allocation and the assignment is visible in both Clarity in parameters like Remaining Allocation and in Open Workbench in parameters like Unused Availability Role Based Scheduling In Clarity you can plan resources based on named resources or based on roles or any combination of these two resources e Named resources are individuals configured in the resource database These have an availability based on their calendar and depending on their work on other projects e Roles are unnamed generic resources not linked to an individual and with a default availability of 8 hours per day Both named resources and roles provide the same functionality you can allocate roles to a project assign roles to a task and assign budgets to a role This is specifically helpful if a project needs to be scheduled when all named resources are not yet nominated but the schedule still has to be made Typically a project starts with all resources being roles this is also the starting point from the Enterprise Estimating Tool EET whilst during the project execution phases all roles get replaced by named resources This can be done by adding named resources and using the Transfer of Assignments feature in Open Workbench to re assign tasks and budgets Multiple Roles on Projects You can add the same resource role twice and Clarity will add to each next role a sequential number between brackets to identify the unique instance
111. eft of the Project ID This may take a few moments as the Conversion tool gathers the data from Clarity and creates an MSP file MSP Schedule Converter will only convert those projects which has financial department and Financial location populated in the financial properties Financial status can be Hold or Open h EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 130 of 136 Project ID If the computer you are working does have MS Project installed this window will appear Do you want to save 3172655 mpp from claritytoolbox emersonprocess com Game eV Cancel e If you can see Microsoft Project Document Select the Save option Organize New folder a Planning Support 26 08 14 Shortcut Shortcut UF Favorites ME Desktop p Downloads Amber Shortcut i Recent Places Shortcut E3 Documents 2 05 KB 502 OFFSHORE Execute Schedule Libraries 18th Aug 2014 BL 15 May 14 M E3 Documents Microsoft Office Project Document a Music A SAIL Bokaro Steel Plant T mall Microsoft Office Project Document E Pictures 377 KB E Videos amp 3172655 2i 3 Microsoft Office Proiect Dorument Filename Planning Support 26 08 14 Shortcut Sa
112. eland Non Available Time FY09 Skills Survey Support site TSS V13 Changes amp Impacts 2 Favorite Links Favorite Photo BS Fa Micro Motion MEA FlowPack FY12 B FS PU Non Available time FY07 WS Fa PU Projects General Overhead time FY12 WS Fa Sales Support for Europe imo EY Once you have access to the Clarity Toolbox tab you can start to use the conversion tool 8 4 Using the Conversion Tool e After selecting the Clarity Toolbox tab you will see this screen 4 Home Favorites General Clarity Toolbox Report Updates Personal Assignments Project Closeout Report Pending Timesheet Report Overview Clarity Toolbox e Select the PMO Clarity Toolbox Icon This will launch the Clarity Toolbox application in a different window Clarity Toolbox User Interface Help Manual Welcome to the new Clarity Toolbox homepage From this page you can access all the Clarity Toolbox tools whether they have the old style User Interface or the new style To access a Toolbox tool dropdown the Toolbox Home menu and select the tool you want PMO Newsletter You can navigate directly between tools using the same dropdown menu or by selecting the appropriate link from the left hand navigation bar for the old style UI PMO Process World You can return to this page at any time by clicking the Home icon All the Clarity Toolbox tools will be migrated to the new style UI by end of Q2 FY15 Toolbox Roadmaps PMO
113. ement Internal Lead Engineering Internal Consultancy Internal Project Planner Internal Document Controller Internal Project Administration Internal Remote Project Administration Pune Internal Receive Purchase Order Launch Project amp Mobilise Accept Purchase Order Internal Launch Project amp Mobilise Internal Kick off Meeting Customer Internal System Hand over to Customer Internal Project Close out Internal FUNCTIONAL DESIGN Receive Customer Design Inputs Prepare Functional Specification Functional Specification Complete Prepare Functional Specification Internal Functional Specification Complete Internal Customer Approval of Functional Specification Functional Specitication Approved by Client Customer Approval of Functional Specification Inter Functional Specification Approved Internal DCS APPLICATION SOFTWARE DCS Detail Design DCS Detail Design Complete Produce DCS Detail Design Internal DCS Detail Design Complete Internal DCS SW Implementation DCS SW Implementation Complete DCS SW Implementation Internal DCS SW Implementation Complete Internal Produce SW Internal Test Plan DES SW Internal Test Plan Comnlete eka 170 170 170 170 170 170 170 170 103 45 43 38 36 Emerson Emerson Emerson Emerson Emerson Emerson Emerson Customer Customer Emerson Emerson Emerson Emerson Emerson Customer Customer Customer Emerson Emerson Customer Customer
114. er Default View C Program Files O pen fork bench views ven Help Project Files C Program Files Open fork benchdata Global File C Program Files Open Work benchsdata Custom Dictionary Browse When the folder window opens navigate from C Program Files Open Workbench Views and you will see the file 27ierViews select this and enter Open Open Look ir 2Tierviews ff e E TA My Recent Documents Fe T Desktop inci My Documents My Recent Documents 4 GBLEC ITRED Se SYSTEM C O Program Files 9 Open Workbench Desktop O views gt 2Tierviews PN lt DATA D Select the first view file and select Open k Emerson Process Management Confidential and Proprietary EMERSON Document based on PMO Template GEN WORD Revision 0 Process Management Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 118 of 136 Project ID RIRI Look ir O 2Tieiviews i ee e hy eae Documents C T OET File name 2 Tier Highlights Views 1wh Files of type Highlight Files rvh kd e This returns you to the Options window where you select OK Li x General Defaults Locations wes Display Corporate View Library C Program FilessU pe
115. er also called participant is a resource that can login to the system has a security profile what this person is allowed to do in the system is not known in Open Workbench but can work on a project under the collaboration functions Resources and Users are linked in the database most people in Clarity are both a resource as well as a user Exceptions are for example Administrators Finance and IT people who are users that can use the system to configure data or run reports but they are not resources BCEC Hour Bookings The Enterprise Projects Tool enables the way we work with our Best Cost Engineering Centres BCEC s The BCEC s participate and book time to the same project as the local organisation in a way that delivers our single truth vision of project management This has the following effects on the project e The budget is agreed based on quantity of hours calculated by the EET e f additional hours are booked on the project this is visible since BCEC will book all actual hours The Project Manager has to manage this variance e Since the hourly cost is directly charged to the project there will be no invoicing between the local project and the BCEC e The local Project Manager determines the tasks that are to be executed by the BCEC These are identified in Clarity at the task level e The BCEC Project Manager and or back office Planner allocate their engineers to the project and assign them to the appropriate
116. ernal 10 Project Man Vv J J Not starte 1 2 2009 1 15 2009 Customer View 12 01 02 030 PAS Lead Engineering Internal 10 PAS Lead En v 7 W Not starte 1 2 2009 1 15 2009 13 01 02 040 PAS Remote Lead Engineering Internal 10 PAS Lead En F F W Not starte 1 2 2009 1 15 2009 14 01 02 080 PAS Project Consultancy Internal 10 PAS Consult Vv F Vv Not starte 1 2 2009 1 15 2009 PMO Two Tier 01 02 090 Project Adminstartion Internal 10 Project Ser v J v Not starte 1 2 2009 1 15 2009 Resourc _ 6 01 02 100 Remote Project Administration Internal 10 Project Ser F F iv Not starte 1 2 2009 1 15 2009 Some details about this view e This is a view that specifically looks at Emerson activities only Similar to the Emerson View but without the customer activities This makes the schedule easier to read and update 73 EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 125 of 136 Project ID e Critical path will be shown on this view to indicate the activities that have the least or no float e This view is intended to be used primarily by the PMO Planner to analyse schedule progress and critical path analysis Selecting Milestone Variance View will show this screen
117. erprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 26 of 136 Project ID Ca Clarity PPM Emerson Process Management Favorites Properties Team Tasks Risks Issues Changes Dashboard Main Properties Subprojects on Dependencies Financia Navigate to the financial properties tab Jain Main Properties Baseline Status Reporting Estimating Lessons Learned GP Tracking Project Sell Rates g Vidish Soman Logout Help About Clarity PPM Emerson Process Management Favorites Properties v Team Tasks Risks lssues Changes Dashboard Project PM Manual Test Properties Main Financial Open in Scheduler w Actions v Financial Status Note that the Project ProjectID PM MANUAL TEST ID IS not editable here Warning Project ID will be locked when project financial status is set to Open Ensure that you have B Fnandal Status Hold m the correct ID before First enter all financial properties only then set status to Open to financially enable t you save the data Key Financial Properties Department am Product Group Code pi Add department first then Location JDE users only Oracle users select N A A here F Location a Project Class E This code determines if automatic transfers to the project accounting system take place If you select an Auto Transfer type then use codes with an O for Oracle E for
118. erties Team Tasks Risks lssues Changes Dashboard Project PM Manual Test Team Detail ge Actions v Filter System Default v e lt Weekly Allocation ow al Resource Role 26 5 14 2 6 14 9 6 14 16 6 14 23 6 14 30 6 14 A B Q PAS Engineer B PAS Engineer B eee eee B Q PAS Lead Engineer B PAS Lead Engineer N a a a EEE F B Q Planner amp Planner B Q Project Service Administrator B Project Service Administrator _______ j ________j______ _________ a E B Q Project Manager B Project Manager a a ee eee EE F B Q SIS Engineer SIS Engineer E a a G EEE F B Q SIS Lead Engineer SIS Lead Engineer amp Q Soman Vidish amp Planner B Q SureService SIS Support Engineer SureService SIS Support Engineer Displaying 1 9 of 9 Save Add Add Update by OBS Remove 4 2 3 Role Capacity On the role capacity sub tab you can view the monthly allocation of the resource roles being used on the project This view can also be edited to show tabular information For more details contact the Project Office Properties Team Tasks Risks lssues Changes Dashboard Project PM M manii m Staff etai Filter ZEMA 2 There are no items l ee Participant Groups Add Ac Requisitions r a Home Favorites Properties Team Tasks Risks lssues Changes Dashboard x 2 Project PM Manual Test Team Role Capacity Filter System Default pe a Mon
119. ese actions in the reversed order e Start Open Workbench e Load the rmp file from your local computer e Save the project back into the Clarity repository You can press the database icon at the top of the window to indicate that you want to load from the local computer Important Make sure that you have selected the same project number and do not change the ID of this project when you save it to disk otherwise a new project will be created in the depository 5 8 Assigning ETC s To Resources When resources or generic roles are allocated to projects they are required to be assigned to designated task s and populated with agreed Estimate to Complete EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 95 of 136 Project ID ETC Assigning resources to the tasks MUST ONLY be carried out in Open Workbench ETC s can be assigned to resource generic roles either by entering hours in the task properties window or directly into the ETC column in the Resource Assignment corporate view 1 Assigning ETC s through Task properties i 4 1 1 1 E Project Co ordination 583 15 1 1 Double click on W eee Project Management Project Man 33283 task header on Task Properties Project Management
120. ess Management Confidential and Proprietary aa eal Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 36 of 136 Project ID 4 1 1 Financial Refer section 3 3 Set Financial Properties 4 1 2 Status Reporting The status page is a sub page of the project Properties tab It enables the Project Manager to enter status information with regards to several areas of the project This status information is then used on the Project Status Report Favorites Properties v Team Tasks Risks lssues Changes Dashboard Main Properties z uus sna Tain Main Properties subprojects Main Properties Dependencies inancial Status Reporting Estimating Lessons Learned GP Tracking Project Sell Rates 4 Home Favorites EE S E e Properties v Team Tasks Risks lssues Changes Dashboard Project PM Manual Test Properties Main Status Reporting Open in Scheduler v Filter System Default v o There are no items to display A EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 37 of 136 Project ID i Vidish Soman Logout Help A
121. f you do not have A EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 43 of 136 Project ID sufficient access rights to the resource you have to ask the Resource Manager to allocate the resource to the project Notes e If you add a resource to the project the default allocation for resource is from project start date to project finish date for 100 time It is recommended to go into the resource properties and adjust this default to 0 01 and then set the segments for the duration resource is required on this project see Staff Member Properties section below for more details e If the resource is already partially allocated to other projects then the system will ask if all their time or only their remaining available time needs to be allocating Selecting all of their time will cause this resource to become over allocated IMPORTANT If you select Remaining Time this will cause segmentation for the remaining availability of this resource and can cause schedule anomalies e Add Update by OBS In case we want to allocate all the resources from specific resource OBS we can do so at a time rather than adding each resource separately While adding large number of resources at a time we
122. ge 89 of 136 Project ID SoC E E DA Tasks Project mn Critical Path Define ij aL Manage Autaschedule Schedule Baselines The Autoschedule function has the following behaviour Calculates the duration of each task based on the estimate and the resource availability only if resource constraints option is selected Calculates the Critical Path Date constraints Must Start On and Must Finish On will override dependencies Schedule critical path tasks schedule started tasks Schedule tasks with higher priority 0 36 with O is highest priority schedule tasks in ascending order of float schedule remaining tasks in WBS order top down Resolve any constraints at a daily level The Autoschedule function does not Reassign resources Change the total usage of a task Move the start date of started tasks Change the duration of a fixed duration task Move the end date of started tasks with Fixed Duration Move completed tasks Move tasks that are locked for scheduling Move tasks with a Fixed loading pattern 5 6 The Baseline Function Important Emerson has made a modification to the standard behaviour of the baseline function in Open Workbench The baseline function will therefore work differently than described in the Open Workbench manuals You do need a special setting on your local computer for this change to take effect Refer to the EPT User Set up Manual or contact your local champion St
123. gement Confidential and Proprietary Document based on PMO Template GEN WORD Revision 0 EMERSON Process Management Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 52 of 136 Project ID Vidish Soman Logout Help About Clarity PPM Emerson Process Management 4 Home Favorites Chk ooo Properties v Estimating Associated Risks lssues Processes Project PM Manual Test Task Project Management Task Properties Task Properties E Task Name Project Management E Stat 4 6 2014 TaskID 1 1 1 1 GFinish 12 2 2015 m Milestone Properties The JDE Product Milestone G roup Code h as to Mandatory Milestone nat Key Task be edited from this Maestone Comment page E Task Codes Activity Code Charge Code 0111 Pre ogy JDE Product Group Code a Overwrites for this activity the default Execute in BCEC JDE product group code defined at the Select if the estimated hours for this project level activity are planned to be executed in the Best Cost Engineering Centre Oracle Task Code 7 ia Overwrites for this activity the default ework Activity Oracle task code defined at the project Select if the hours booked to this The Oracle Task level are related to rework Code can be Task Status entered either here or in Open eee Not Stated i Workbench if Usage C
124. gement Office and contains all views that a Project Manager normally requires However you can create new views and add these to your local library as you require Although you can create your own set of views we recommend that you especially for the highlights use the company library to avoid confusion The settings of these libraries are defined in the menu e Click the File Icon on top left hand corner Carr cr Tasks Project aah Critical Path J Define el Manage Autoschedule Schedule Baselines e Select Preferences from Options wizard e Then go to Locations tab EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 84 of 136 Project ID Options 2s Description Location Corporate View Library User View Library C Program Files amp 6 Open Workbench wiews Highlights File C Program Files amp 6 Open Workbench wiews Default View C Program Files amp 66 Open Workbench wiews Project Files C Program Files amp 86 Open Workbench data Global File The latest company views can be found at the ProcessWorld Website in the Project Management section In the Emerson Corporate View Library the following specific View H
125. hart The bar charts are coloured differently for each phase Place the mouse pointer over a bar to see the score as a value displayed below the chart Project Satisfaction Survey Common Questions between Phases Project Satisfaction Survey Common Questions between Phases 10 0 9 0 8 0 7 0 6 0 5 0 40 3 0 2 0 1 0 f Post Project e Project Common Survey II for trending purposes a graphical bar chart displays the common question average scores by phase for each project Second half of common questions is displayed Project Satisfaction Survey Common Questions between Phases Il Project Satisfaction Survey Common Questions between Phases II 9 0 8 0 7 0 6 0 5 0 4 0 3 0 2 0 E Post Feed Post DE f ff f fi 7 Bzz f f f of H fos 4 5 6 Stoplights Many of the Dashboard pages and portlets contain what Clarity calls a stoplight indicator It is really a colour coded icon to help assess various project conditions for quick review There are several Show Stoplight Help portlets available on the various amp EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Revision A8 2015 Mar 16 Page 77 of 136 Project Name Project ID Clarity pages which provide additional details and explain
126. hedule Performance Note Negative variance represents project delays re Active Original Original Original Active Baseline Active Variance Mandatory Milestone Task Name Baseline Date Variance Days Variance Status Date Variance Days Status Completed B Receive Receive 02 May 2013 0 v 02 May 2013 0 y Yes 02 May 2013 Purchase Order Purchase Order C Accept Accept 02 May 2013 0 v 02 May 2013 0 v Yes 02 May 2013 Purchase Order Purchase Order J Project Close Project 30 Jul 2014 87 ox 30 Jul 2014 87 ae No 30 Nov 2014 a Closed 3 Post FAT Post FAT Yes 17 Dec 2013 Project Satisfaction CSS Survey S4 Post Project Post Project 30 Jul 2014 87 ox 30 Jul 2014 87 e No 30 Nov 2014 Project Satisfaction CSS Survey Displaying 1 5 of 5 4 4 5 1 Main Dashboard Page The following portlets are available on the Main Dashboard page K S EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 66 of 136 Project ID e Navigation Links at the top of each dashboard page a small banner is shown with links to the additional dashboard pages Use these links to navigate between the different dashboard pages Note Dashboard Pages Navigation Links Home Oracle Financials JDE Fina
127. hedule ooversion Tool Files LESS ee H CO Back Office Planning Grop fi CA Support fi Document Management C Education gt EEEC C EET to Clarity InterFace IC Enterprise Planning C Estimating Tool gt General Clarity Topics C Labour Supply Chain fm Lessons Learnt fm Meetings C PIP s amp Job Description gt Flank eb i PMO 4nnouncements i Presentations i Processes amp Procedures H H H E CO Project Management IC Pursuit O Sales D SIS i Spider Charts C Toolbox IC Earned Value Tool Fl D OWE bo MSP E C Converted Schedules Conversion Tool Files HH ARE 1 WES Task Name Duration Start Finish Rais Jun Jul Aug 02 09 16 23 30 07 14 21 28 J04 Jan Feb Mar Apr May 1017 24 31 07 14 21 28 04 11 18 25 03 10 17 24131 07 14 21 28 J05 121926 1 DISTRIBUTION CONTROL SYSTEM 178 days 07 01 08 10 09 08 0 Calendar 1 1 1 El PROJECT CONTROLS 10 days 07 01 08 18 01 08 0 1 1 60 Receive Purchase Order 0 days 070108 07 01 08 0 11 62 Launch Project amp Mobilise 10 days 07 01 08 18 01 08 0 1 2 El FUNCTIONAL DESIGH 26 days 18 01 08 22 02 08 0 1 2 04 Prepare Functional Specification 10 days 21 01 08 01 0208 0 1 2 06 Functional Specification Complete 0 days 01 02 08 0102 08 0 1 2 02 Receive Customer Design Inputs 0 days 18 01 08 18 0108 0 1 212 Customer Approval of Functional Specification 15 days 04 02 08 22 0208
128. heet Notes section This validation has been extended to ensure that e The task is defined within Oracle for the project that it is valid for the dates entered and that it is chargeable e Any Shift Code is defined within Oracle for the project and is valid for the dates entered e Any Overtime Code is defined within Oracle for the project and is valid for the dates entered EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 115 of 136 Project ID e There are some more Activity Codes Employee Number for the resource Project closed If any of the validation checks fail the Timesheet entry is returned and a detailed reason is shown in the Timesheet Notes Where multiple errors are found each error will be reported separately with detailed explanation The screenshot below shows examples of these notes CLARITY Timesheet Notes Resource Robertson Arnina Time Period 3 22 08 3 28 08 Note a zi Category Hote Category Author Date and Time This timesheet has been automatically rejected because the task O1TLL O1 Project 4dministration on project Automatic Niku 3 31 08 9 06 4M RCIC_ 3768 Mons Bozdech is not a valid Oracle Task Timesheet Z_Administrator Rejection This timesheet has been automat
129. hes MSP and imports new XML file 5 Tool saves file to users desktop as standard MSP file format For operation 3 the individual transformations from OWB XML attributes to MSP XML attributes will be specified and built into the tool No additional user screens and pages are foreseen for this tool 8 3 Access to Clarity Toolbox Functionality Access to the Clarity toolbox will be granted on request from the PMO Support group They will provide an additional tab on your Clarity Overview screen as shown below o EMMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 128 of 136 Project ID 4 Home Favorites a rity Toolbox Report Updates Personal Assignments Project Closeout Report Pending Timesheet Report Risk Status You have no items to display MS 3165816 BP Quad 204 SURF ICSS vw Be Fa FY09 MICP 44 UK MicroProject iz F FY09 SERC 44 UK ServiceContract ia Pa FY09 WARP 44 UK Warranty You have no photo selected OB Pa FY14 PSG TRED 44 UK TrainingEducation BS Fv14 PSG WARP 44 UK Warranty Site Links WB HOU_SDPR_DU1 HVI_EXECUTE Clarity Training 3 Ge ireland General Overhead Time for Service Group EET Production Z Ireland General Overhead Time FY09 PMO EDMS PMO Processes E Fal Ir
130. his is displayed on list pages and reports as the GP tracking variance identification e Lessons Learned ID The unique ID for this GP variance ID can be entered only once After saving the ID gets locked and cannot be modified later e Created Date This will be default to the computer date when entered or can be edited to the desired date e Lessons Learned Category Select the category technology Subcontract Content Commercial Project Services Project Rework Management Conitrol External and Other from drop down list that caused this event e Lessons Learned Type There are two types of lessons learned GP tracking variance Cause of a Variance This lesson learned documents an event that happened on the project and that caused a GP variance to the project Reason for Corrective Action This lesson learned documents an action that was taken to prevent a GP variance from happening e GP tracking Cause Category Select the appropriate category from the drop down list LC EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 41 of 136 Project ID e GP Tracking Cause Type Select the appropriate cause from the drop down list e GP Variance Type in the value of the variance use hyphen if
131. iations gt 1 5 indicating a wider range of opinions possibly needing further investigation The column Average and standard deviation provides a comparison among respondents The Target score is the goal and is dynamically created for each location based on their respective scoring history for the previous fiscal year Project Satisfaction Survey Scores 9 Fiscal Year Total Question IDa Question Description Score Score Tot Avg Std Dev Average Q1029 Please rate Emerson s performance during the Front end Engineering Design FEED phase of your project Q1030 How satisfied were you with 8 00 6 00 7 00 Emerson during the FEED phase of project Q1035 How likely are you to engage 10 00 7 00 8 50 we Emerson again during the FEED phase of project Q1040 How likely are you to recommend 8 00 5 00 6 50 ye Emerenn tn enilaamiae for the e Verbal Feedback displays the verbal comments provided by each respondent for each question The first row highlighted in yellow contains the question id number and question text Below the yellow highlighted row are the corresponding responses to that question You can tie the scores for a given respondent and their verbal responses together with the response label If we are not given permission by the customer to release their name the name will be omitted but the text provided will be displayed EMERSON Emerson Process Management Confidential and Proprietary Process Man
132. ically rejected because the task O1TLL O1 Project 4dministration on project Automatic Niku 3 31 08 9 04 4M RCIC_S3768 Mons Bozdech is not Chargeable Timesheet 2_Administrator Rejection This timesheet has been automatically rejected because the task O1TLL O1 Project 4dministration on project Automatic Niku 3 31 08 9 04 4M RCIC_S3768 Mons Bozdech has an invalid overtime code of OT_Code_1 the task O1TLL O1 Project Timesheet Z_Administrator Administration on project RCIC_S3768 Mons Bozdech has an invalid shift code of Shift_Code_1 the task Rejection O1TLL O1 Project Administration on project RCIC_S3768 Mons Bozdech is not Chargeable Total Resutts 5 BL Team Tasks If such an error is reported then the user needs to report this i v tae sheet M ue ae ere Administrator Open in Yvorkbench dy PA The Project Administrator needs to add the missing ae mr code or change the valid date in Oracle Properties Note This enhancement also implies that the current page a lt used to enter the valid shift and overtime codes in Clarity the a page called Valid Shift and overtime Codes is no longer b Status amp Risk Ranking required as this check is now done with data that is directly obtained from Oracle W 4 LC EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project
133. ighlights and Filters settings have been configured View Codes overview to list all the task codes that are used by Emerson activity code product group code mandatory milestone View Hours overview to list all the relevant task and assignment related hours budgets actual hours estimates to complete etc View Budget Entry view to be able to enter the budget in a tabulated format Highlight Resource assignment related data is green task related data is blue Highlight Negative variance figures will be shown in red Filter Remove internal tasks for customer print outs Filter Remove completed tasks Filter In views related to budgets and codes all milestones have been hidden If you print a schedule from Open Workbench the current view highlight and filter will also be used for the print output The Corporate Views can be accessed through the Process World website and are found in the PMO Project Management Processes screen Go to quick views click Project Management then on right hand side you will find templates column then select the PM OWB PMO corporate views Download the Zip file LC EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 85 of 136 Project ID
134. im Nnt ctarted Iss S S S S S is 1 2 2009 1 2 2009 1 2 2009 1 2 2009 1 2 2009 1 2 2009 1 2 2009 1 2 2009 1 2 2009 1 2 2009 1 2 2009 1 16 2009 1 16 2009 2 979nNQ 3 31 2009 3 31 2009 3 31 2009 1 2 2009 1 2 2009 1 2 2009 1 2 2009 1 2 2009 1 2 2009 1 2 2009 1 2 2009 1 16 2009 1 16 2009 2 9 2NNQ The screen should then populate with a combination of activities some in blue and others in black If not then the Highlights File you loaded earlier is not yet activated Check the procedure for setting this up before you proceed Open Workbench Clarity Two Tier Project T Redmond Use Only Emerson View Read Only ooo ooo e Fie Edit View Tools Window Help De wea AES 2 Tier Emerson Activities Only View Emerson View 2 Tier Custom Resource Assignment Milestone Variance View Customer View Controlling Filters amp Sorts STANDARD PMO TWO TIER PROJECT SCHEDULE Internal Activities Shown by Suffix Internal Customer Activities Shown in Blue DA Days Complete Manual Entry _ aw Owner Milestone Variance Required x Yes Hide Task From Client View Fixed Open Duration For Entry Status 7 3ROewoBxK el hha gt a All v Task z 2j gf ta Sw Aa Start For Help press F1 E E DISTRIBUTION CONTROL SYSTEM PROJECT CONTROLS Project Manag
135. imesheet Tasks This field if checked will not allow resources to book time on tasks which are not assigned to them If this field is unchecked resources that are allocated to the respective project can assign any task by adding the task in to timesheet and book hours on them EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 22 of 136 Project ID ETC decrement ETC Decrement job will reduce ETC on the same booked task only if the assignment role role group of the Resource matches with Generic Role amp if the location of the Resource matches with the Generic Role For more information please refer Automatic ETC Decrement on Generic Role Job Aid link available on Process world gt Project Management gt Help On Time Delivery Milestone Select which event on the project will be measured A selection has to be made at the start of the project Requested Delivery Date Enter the date that was originally requested by the customer This date should be entered at the start of the project Promised Delivery Date Enter the agreed contractual delivery date At the start of the project this is e g the date that is on the purchase order acknowledgement during the project life cycle this date might have to
136. iminary Project ID project description Project Manager preliminary project start and end date e Resource Allocations all roles which are required according to the estimate e WBS The Work Breakdown Structure as defined in EET will be used to structure the tasks in Clarity e Project Tasks Including task ID WBS code task name activity code role and estimated hours ETC Each unique activity in EET is converted to a unique task in Clarity e Split of Work Between front office and the BCEC e Project Risks The project risk ranking stoplight and all individual risks that are identified in EET and listed in the EET risk register are transferred to the Risks tab in Clarity e As Sold Financials As Sold order value and As Sold cost budget with associated As Sold GP Current limitations The current released interface is the first version and more enhancements will follow in the future The objective for this first release is to be able to create a project in Clarity from data that is already available in EET without the need to retype it all This version does not allow you to download a project multiple times e g to update an existing project in Clarity with revised EET data You can only download a project once when the project is won and therefore revision must be active and the status must be As Sold or Handover Complete in EET before the download page is accessible The above limitation implies th
137. inancial tab in Oracle Revised Cost Budget EAC Cost Revised Order Value and EAC GP Actual Cost information can be validated using the Oracle Expenditure Inquiry Project Financial Graph re 2M i Revised Cost Budget Actual Cost m EAC Cost 0M Revised Order Value Approved Order Value EAC GP 2308 2309 23 23H 2M3 2 2M4 2M4 214 03 2014 4 2114 05 2114 06 2014 07 214 08 214 0 Period e Order Status This portlet displays Order Value Cost Budget and Budgeted GP information summarized by the project s financial plan type The majority of information contained on this portlet can be validated using the Oracle Financial Tab Both Change Order Value and Forecasted Total Value are calculated fields EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 68 of 136 Project ID o Change Order Value Revised Order Value As Sold Value in Oracle o Forecasted Total Value Revised Order Value Forecasted Change Order Value The As Sold from EET budgets are captured when the EET to Clarity interface is run These fields are populated with the final sell and cost values from the EET proposal A stoplight As Sold Values out of sync
138. include costs for forecasted change orders The Sales Status information can be validated using Oracle Project Status Inquiry The Invoice Status information can be validated using Oracle Invoice Review s EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 69 of 136 Project ID Revenue Status Ki Description Value Ta Status Sales Status Actual reported Sales 1 155 784 61 8 Actual reported GP 164 308 14 3 Invoice Status values excl Tax Total Invoices Issued 1 253 690 67 0 Total Payments Received 1 046 73 56 0 Total Forecasted Invoices 616 252 33 0 Imbalance 1 0 0 Cash Status Project Cash Balance 116 499 6 2 NPPY Baseline Value 311 720 NPPY Actual Value 204 916 NPPY Variance 106 204 6 0 Estimated Profitability EAC GP 256 643 14 3 Total Estimated GP Change As Sold vs EAC 23 732 GP Change explained in GP Tracking 23 F352 Forecasted GP 266 643 Note All values are in EUR Displaying 1 23 of 23 e Cost Status This portlet summarizes the cost measures for the project Information in this portlet can be validated using the combination of Oracle Project Status Inquiry Invoice Review and Financial Tab EAC Cost Index is
139. is good and has no issues Milestones are setup and less than 25 days overdue EAC is equal or less than 100 of Baseline budgeted hours Emerson Process Mansgement 2014 Confidentis and Proprietary Risk Ranking This stoplight has to be Risk manually updated in the high Ranking is Risk Ranking is Risk Ranking is low medium e Overall Project Status This is a user entered stoplight that is taken from the Project Status properties page Emerson Process Management Confidential and Proprietary Document based on PMO Template GEN WORD Revision 0 EMERSON Process Management Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 78 of 136 Project ID Risk Ranking This is a user entered stoplight that is taken from the Project Status properties page The value has to be set based on the risk management process that is documented in the PMO Processes Schedule Performance This is a calculated stoplight based on the average delay on a set of standard milestones the mandatory milestones Green Average delay on mandatory milestones less than 5 days Yellow Average delay on mandatory milestones between 5 and 20 days Red Average delay on mandatory milestones more than 20 days Estimated Hours Budget Overrun This is a calculated stoplight which compares the budgeted baseline number of hours on the project wi
140. is field indicate which phases are included in the project to determine the Project Satisfaction Survey requirements Industry Code Select the appropriate Standard Industry Code from the drop down for the project This field helps categorise projects for overall reporting purposes Description Free format text field to enter some project characteristics Project Manager The Project Manager for this project This is by default the person that creates this project This person will automatically get authorisation to edit this project and also be set up as the Collaboration Manager This project uses the PMO Configuration Standard for DeltaV PCSD PBL select from the dropdown box if this is using PCSD PBL This project includes SIS Select from the dropdown box if the project contains SIS work Start Date and Finish Date Enter the tentative project duration This duration is used to set the initial allocation when resources are added to the project As soon as the project is scheduled in Open Workbench Microsoft Project these dates will be overwritten by the start and finish date that Open Workbench Microsoft Project has calculated The finish date determines periods available in Financial Forecasting Tool Open for Time Entry Indicate if hours can be booked to this project You can leave this temporary unchecked if you do not want resource to book hours to this project yet and enable this function later Prevent Unassigned T
141. isk where multiple actions can be defined as part of the response plan and be assigned to individuals Properties Hotes Associated Action Items Associated Tasks Processes I Main Test Risk Rate change for bought out components Response Strategy Response Strategy Assigned To Resolve By Add There are no response strategies Return Required This stoplight is also shown on the project main dashboard page EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 63 of 136 Project ID 4 5 Dashboard Tab 4 Home Favorites Cf 90 In Clarity each and every project is provided with a standard project dashboard page This dashboard page shows a number of portlets with a mix of labour and performance information and financial project data e Although the Oracle portlets and the JDE portlets are almost identical there are some minor differences in availability of data and the data has to be sourced from a different business system Therefore separate portlets are available for these e Oracle and JDE data is available on individual dashboard pages of each project Dashboard information is split over multiple pages The current dashboard page only shows Clarity related da
142. isk or click the name to edit an existing risk There are no items to display New When a new risk is created the properties are grouped according to the processes in the PMBoK Guide The following properties are available n EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 60 of 136 Project ID J Vidish Soman Logout Help About Clarity PPM Emerson Process Management 4 Home Favorites Cr O Project PM Manual Test Create Risk Risk Identification EXRisk Name El Priority Low z E E Risk ID Assumptions a Risk Description a Impact Description x Creator Soman Vidish Date Created 19 6 2014 m Updated By Soman Vidish Date Last Updated 19 6 2014 Impact Date 19 6 2014 pd ElRisk Class Select Qualitative Risk Analysis Initial Probability Very Low 10 Calculated Risk Initial Impact Very Low 10 Is Above Threshold Quantitative Risk Analysis a Initial Cost Impact EUR gt Initial Weighted Cost Risk Response Planning Response Strategy Watch z Owner Soman Vidish A a as rec 5 Risk Symptoms A Response Mitigation Cost Target Response Date 19 6 2014 Residual Probability Very Low 10 Residual Cost Impact Residual Weighted Cost El Sta
143. isplay Ada Ta Program Work Effort Hours 4 6 2 Dependencies This screen allows you to create links to other projects and to determine if this project is dependent of or on by another project in Clarity This feature is not yet supported by the Project Office Properties Team Tasks Risks lesues Changes Dashboard Project Bayer BMS Dormagen TDI Loopcheck Eng Support ASE Properties Dependencies Mode investments that depend on this one ial There are no dependencies to display Ada k n EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 82 of 136 Project ID 4 6 3 Baseline You can also create a new baseline from this page however since you do not have task information here it is recommended that you baseline your project in Open Workbench Refer to the Open Workbench electronic manuals for the functional description of the baseline function Note that Emerson has implemented a patch in Open Workbench with modified baseline functionality this is described in section 5 6 The Baseline Function Properties v Team Tasks Risks Ilssues Changes Dashboard Project Bayer BMS Dormagen TDI Loopcheck Eng Support ASE Properties Baseline EE Openin Sch
144. ity will use these dates to allocate resources to the project allocation start and end dates Approved and Probability of Win These shall be set to Approved and to 100 In the future these fields will be used for Capacity Planning purpose remember that today the project can only be downloaded when in status As Sold Enterprise OBS browse in the Clarity Enterprise OBS structure for the owning organisation of this project Level of WBS Detail There are two levels of detail in which the project can be created in Clarity Detailed Level This is the default Each activity in EET will be a task in Clarity Summary Level When Summary Level is selected some of the lowest level activities will be rolled up into a summary level activity This is mainly useful for smaller projects where you want to avoid that there are work packs created from 2 or 4 hours Refer to the data dictionary to see what codes do rollup into a Summary code You can use the Save button to store the entered properties without yet downloading the project to Clarity Select Download to start the export to Clarity The following confirmation message will appear Microsoft Internet Explorer x The download might take several minutes IF you want to proceed click OK ncas When you select OK the export to Clarity is initiated The following message is displayed n EMERSON Emerson Process Management Confidential
145. ject Manager wants to control the project You should therefore realise that the downloaded project should be considered as a template only It contains all the work packs with the relevant codes roles etc so it is very helpful to build the project but at the same time it might more be structured in accordance with proposal requirements rather than the project controls requirements The project is therefore also not baselined when it is created in Clarity although the total number of hours will reflect the baseline budgeted number of hours the structure WBS in which the project will be baselined might have to be different Error Checking Although the export functionality is initiated from the EET tool Clarity does full error checking on the data that is received and secures that data integrity is maintained at all times In case an issue is identified by the Clarity tool an error is generated and passed back to EET The user will then instead of the confirmation that the project is successfully exported receive an error message on the EET screen An example is that each project ID in Clarity needs to be unique If a project ID is chosen in EET that already exists in Clarity then the following error message will be displayed amp EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For
146. k can either be accepted no action or be mitigated Mitigation will require actions to be taken and therefore normally causes a change to the project new or changed project tasks If an accepted risk becomes true mathematically as the probability raised to 100 then this will also result in a project change In Clarity you can define risks these risks can be converted into issues if it turned out that the risks became true and issues can be converted to project changes Clarity retains all the references and links between the issue and the originating risk and between original risks and any residual risks Multiple responses actions can be defined for each individual risk Refer to the PMI PMBok Guide for the explanations of risk response strategies and other definitions We have simplified the pages by removing some of the risk attributes that were seldom used Risks have now also been implemented in the Enterprise Estimating Tool EET version 5 3 1 to support the risk assessment in the proposal phase With the release of the interface between EET and Clarity we are now able to download a project from EET directly into Clarity the risk data is aligned in Clarity with the risk data from the EET Both the EET and Clarity risk pages are now fully aligned with the risk management process as defined in the PMO PlanitWeb Solutions Site You are therefore encouraged to visit the PMO PlantWeb Solutions Site to review the risk managemen
147. ked s EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 25 of 136 Project ID 3 3 e Project Administrator Browse for the user that does the administration for this project e Planner Browse for the user that serves as the main front or back office planner for the project e Sales Representative Type the name of the person that is responsible for this project from Sales prospective this is not a browse function as not all of the sales people are included in the Clarity user database e Safety Verification Plan Review Status Select the appropriate status of the Safety verification plan from the drop down list e EDMS URL A link for Project SharePoint site can be updated in this field which acts as ready reference amp short cut for navigation to the site e Active Checkbox for designating the project status Only Active projects are considered for reports and other portlets and tool boxes This check box can be checked unchecked only when the project financial status is set to Closed e Earned Value Reporting Check this box in case you need to calculate Earned Value using standard clarity reports and performance protlets e Status This field is editable now and can be set to Una
148. larity tool Please note that Clarity and Open Workbench sometimes use different terminology for identical parameters in the system Refer to the vendor manuals 2 3 Resource Planning 2 3 1 Allocations and Assignments The planning of resources to a project in Clarity can be split up in two levels Level 1 is the allocation booking of resources to the project This allocation is at the top level it determines the duration start and finish date the of the available time and the role this resource has to fulfil on the project It also permits capture of the sourced from location information as well as the work location for the role resource This helps determine whether the resource is deputised or not Example Deputised System Engineer from Calgary X works on Project Y from 01 Mar 08 till 15 Jul 08 for 50 of their available time Level 2 is the assignment of resources to particular tasks This includes detail information per task e g budgets codes duration s etc Example System Engineer X works the first two weeks on the FDS development task has 35 hours budget for this activity and activity code for this task is 0221 Allocation level SSE m E Project 2 C Project 1 Project n Project 3 SSS The following rules apply to these levels of planning Level 2 Assignment cannot be done without level 1 Allocation Allocations of named resources are set in Clarity normally by the Resource Manage
149. lbox EAC out of Balance GP Tracking Balance Risk Allowance Balance Project Accounts EET As Sold Values out of Sync Lead Engineer EET Proposal Number PATT ID 0 Displaying 1 7 of 7 Displaying 1 7 of 7 Use help to know meaning of different colour codes by clicking on Actions gt Learn more about this page Project Dashboard Project Main Dashboard Show Help z Actions w lt Project Dashboard Project Main Dashboard Stoplights Red Rule Yellow Rule Overall Project Status Project Satisfaction Survey Estimated Hours Budget Overrun This stoplight can be Project Status is manually updated in the Clarity Project Properties Status amp Risk Ranking screen This stoplight validates if the Project Revised Order Value is more than USD 1M and Customer Satisfaction Survey milestones have been correctly setup and if surveys are completed in time Clarity uses data from the business systems to determine project size which determines what surveys are mandatory This stoplight determines if there are estimated hours poor and has issues Milestones have not been correctly setup or are overdue for more than 45 days EAC is more than 105 of Baseline overruns on baselined projects budgeted hours Project Status is OK but may have some issues Milestones are setup but overdue between 25 and 44 days EAC is between 100 and 105 of Baseline budgeted hours Project Status
150. lestones have not been correctly setup or are overdue for more than 45 days e Forecasted Invoices Imbalance This stoplight determines if all project invoices have been forecasted Definition of Invoice Imbalance Order Value Issued Invoices Forecast Invoices Green Forecasted Invoices Imbalance absolute value is lt 1 Yellow Forecasted Invoices Imbalance absolute value is gt 1 and lt 100 US or equivalent in local currency Red Forecasted Invoices Imbalance absolute value is gt 100 US or equivalent in local currency e Project Accounts EAC and Toolbox EAC out of Balance This stoplight compares the current Project Accounts EAC value and forecasted EAC value of each cost category All Values are in US or equivalent in local currency Green Absolute difference between these two values on all lines is lt 100 or equivalent in local currency Yellow Absolute difference between these two values on any of the lines is gt 100 and lt 1000 or equivalent in local currency and all other differences on any other line is lt 100 Red Absolute difference between these two values on any of the lines is gt 1000 or equivalent in local currency e GP Tracking Balance This is a calculated stoplight which compares the project GP variance from the project accounting system with the GP variances explained by the project manager in the Clarity Lessons Learned GP Tracking tool Green delta bet
151. lled with MSP It is advisable to check the converted MSP file before issuing to any client to ensure integrity of the data This can only be checked on computers with the appropriate MSP licenses Hi EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 132 of 136 Project ID lf you encounter difficulties with this facility please contact the PMO support group for assistance 8 5 Setting Up Microsoft Project Application To open and view the MSP mpp file you must first have a licensed copy of Microsoft Project Before opening a converted file in the MSP application it is advised to set up the Calculation attribute to Manual To do this firstly open your MSP application in stand alone mode without opening any particular project When opened navigate to Tools Options and select the Calculation tab View General Edit Calendar Interface ecurity Schedu CT i Spelling Save Calculation options For Microsoft EEI Calculation mode CA a e Calculate Mor Calculate i All open projects Active project Calculation options For Project1 Move end of completed parts after status date back to status date P And move start of remaining parts back to status date Move
152. location 20 5 2014 31 5 2014 100 00 100 p ssnusaussannsnssag pinnnannnnnnnnisna E 1 6 2014 EE 30 6 2014 EA 50 00 1 7 2014 14 7 2014 100 00 15 7 2014 E 30 7 2014 20 00 31 7 2014 30 9 2014 100 00 01 Mar 01 Apr 01 Jun 01 Aug Return Save Save And Return To create a segment enter the start date the end date and the allocation of that new segment in the lower line and then press Save A new segment is created and also a new empty line is added at the bottom to be able create the next segment Important Remember to save the changes before going for next set of changes or simply use Save amp Return 4 2 2 Detail On the detail sub tab you can view the weekly allocation of the resources on the project in a stacked bar chart This view can also be edited to show tabular information For more details contact the Project Office Properties Team Tasks Risks lssues Changes Dashboard z Staff a Project PM E mn Staff Filter Systi Kole Capac o Participants There are no items H Participant Groups Add Ac Requisitions EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 47 of 136 Project ID Home Favorites Prop
153. lue from EET 4 639 909 3 940 126 699 783 As Sold Value in Oracle 4639 94 3 940 126 699 819 Change Order Value 274 998 99 695 374 693 Revised Order Value 4 364 946 4 039 821 325 126 Approved Order Value 4 364 947 3 876 431 488 516 Forecasted Change Order Value 0 0 0 Forecasted Total Value 4 364 947 3 876 431 0 Note All values are in GBP Displaying 1 9 0f9 amp EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 114 of 136 Project ID Basically the As Sold values from EET should be the same as the As Sold values in the project accounting system Therefore a stoplight has been added to indicate if the As Sold values in both systems are not in sync This will indicate that there is an issue with the project handover process Stoplights Cost Budget Overrun Cash Position SP Tracking Balance Risk ile 3 T 4s Sold Values out of Syne The above examples are taken from a JDE project but should work the same for projects in the Oracle business system The financial portlet and stoplight are not available for project in Asia Pacific Responsibilities and Access Rights The success of this interface and the quality of the data we get out of EET is depending on the Proposals team It is their respo
154. mate to Complete Calculated ETC value where the ETC Complete ETC each week is reduced with the actual hours booked Proposed ETC The ETC that is updated by the resource on the timesheet if any or otherwise equal to the ETC Estimate at Completion Total Usage Actuals ETC EAC Pending Estimate at New Total Usage Actuals Pending Actuals Proposed Completion ETC Current Variance Budget Actuals ETC Note that the Clarity data fields that relate to hours Actuals ETC s EAC s variation are available both at task level and at assignment resource level These are then called e g Assignment Total Usage respectively Task Total Usage Important In Open Workbench and on the Clarity reports a negative variance does mean an overrun while in JDE Oracle and ERS a negative variance means an under run The rule in Project Management world is negative red bad news the finance people look at everything from a cost s prospective where a negative cost is something positive Important Open Workbench also has a series of data fields available that contain cost information However do not use cost information in Open Workbench you will lose multi currency information and get incorrect data If you want to see cost use the reports that are available in Clarity Example We use EAC in reports but the EAC field available in Open Workbench is a cost field The EAC data field in Clarity is multiplied by
155. milestones can best be done using Open Workbench 4 3 1 Task List 4 3 1 1 Creating Tasks Properties Team Tasks Risks lssues Changes Dashboard Project PM Manual Test Tasks Task List Open in Scheduler Actions v T General Filter None v Copy Task from Template There are no items to display a Update Cost Totals M KeyTask Milestone Work Effort Hours New task can be created by clicking on New button Another window will open where in we have to maintain the different properties of the task Likewise all tasks can be created one by one Other option to copy tasks from template or some other project To copy task option is under the Action button on left hand side top section he LC EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Revision A8 2015 Mar 16 Page 51 of 136 Project PM Manual Test Create Task Task Properties EJ Task Name Task ID Milestone Properties Milestone Key Task Task Codes Activity Code Charge Code A Execute in BCEC O Select if the estimated hours for this activity are planned to be executed in the Best Cost Engineering Centre Rework Activity Select if the hours booked to this activity are related to rework Task Status Open fo
156. n Workbench datas PT Li User View Library C Program Files O pen Workbench views Stand Cancel Highlights File C Program Files Open Workbench views 2 Tier Default Wiew C Program FilessO pen Workbench views ens Help Project Files C Program Files pen Workbench data a Global File C Program Files 0 pen Wforkbenchdata Custom Dictionary e This has now loaded the new Highlights File to your OWB desktop e Next step is to load the OWB views to the desktop Go to Project Manage Library Tasks Project Eal Critical Path Define Subprojects P i New Fg save E Recalculate a5 Manage Dependencies SF New Filter Ea Refresh Autoschedule _ Transfer r 8 Pending Estimates all New Sort 4 schedule Baselines External Assignments E E Groups Add Tery Austin Remove Custom Favorites Highlight Groups and select Ada Hi Emerson Process Management Confidential and Proprietary EMERSON Document based on PMO Template GEN WORD Revision 0 Process Management Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 119 of 136 Project ID Groups Add Tery Remove Austin e Enter the name Two Tier Views D ee Add Tery Remove Austin e Highlight the folder Two Tier Views and select Add e Navigate to C Prog
157. n sub tab you can view all activities and the total effort expended once the project is underway and baseline has been set Properties Team Tasks Risks Issues Changes Dashboard Project PM Manual Test Tasks Resource Utilization O Filter System Default v w lt Weekly Schedule Po Task ID Stat Finish Total Effort 5 5 14 12 5 14 19 5 14 26 5 14 2 6 14 9 6 14 Project Management B 1 1 1 1 22 5 14 30 1 15 332 83 BCEC Project Management CLUJ B 1 1 1 2 2 22 5 14 30 1 15 10 64 Lead Engineering HAAN B 1 1 1 3 1 22 5 14 2 215 155 12 Lead Engineering CLUJ B 1 1 1 3 2 22 5 14 30 1 15 42 56 Rev Grafiken B 1 1 1 4 22 5 14 23 6 14 48 00 Project Administration t 1121 22 5 14 3 2 15 11 28 Project Procurement Expediting B 1122 22 5 14 30 1 15 46 00 Project Planning B 1 1 24 22 5 14 30 1 15 35 75 Design amp Review Meetings B 1 1 3 1 22 5 14 30 1 15 48 00 HW DDS Bill of Materials B 121 2 23 5 14 23 5 14 5 91 HW DDS 10 Assignments B 12 13 23 5 14 29 5 14 22 09 Review Approval PAS HW Detail Design S 04 06 140 29 5 14 10 6 14 Delivery Time PAS Equipment Parts PAS HW Implementation rS 04 07 030 11 6 14 15 7 14 Delivery Time PAS Cabinets PAS HW Implementation B 04 07 050 11 6 14 15 7 14 HW Impl Cabinet Vendor Control B 1 2 2 1 16 7 14 16 7 14 a a a a a C a a l Lu a a b mm 4 3 4 Assignments On the Assignments sub tab you can view all activities and the assigned resources to the task
158. n the project when it becomes an issue Available values are 3 Medium 380 5 High 50 7 Very High 70 Calculated Risk This is calculated as Probability x Impact and therefore this attribute will always have a value between 1 and 49 Is Above Threshold The risk threshold is defined at company level and has been set to 6 meaning that if the calculated risk gt 6 this requires a quantitative analysis and response plan Quantitative Risk Analysis Initial Cost Impact What is the impact to the project costs if this risk becomes an issue Initial Weighted Cost What is the weighted cost is cost impact multiplied with the probability of the risk where the above probability has to be converted to a detailed value Risk Response Planning Response Strategy What will be done with this risk Select from the drop down list Watch Avoid Transfer Mitigate or Accept Risk Response Free format text field to describe the risk response strategy Response Mitigation Cost What would be the cost if this risk would be mitigated Residual Probability If this risk is mitigated what is the probability of the risk remaining Available values are 1 Very Low 10 2 Low 20 3 Medium 30 5 High 50 7 Very High 70 EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterpris
159. ncials JDEAP Financials Labour Overview Project Performance Satisfaction Survey Main Properties Page Labour Overview Page Project Performance Page Project Satisfaction Survey Total Results 1 e Project Key Information a general information window showing e g project name and ID at the left and a number of project stoplights at the right Project Key Information re Project Main Stoplights re Project Key Information Value Stoplight Status Project ID 3176421 Overall Project Status v Project Name Bayer BMS Dormagen TDI Loopcheck Eng Support ASE Estimated Hours Budget Overrun e Description Loopcheck Support for TDI Dormagen Engineering Support for TDI EA lt Dormagen Schedule Performance v Application Support Engineering WBS Qualit Project Manager Artur Pfeffer i Lead Engineer Dirk Tuchel Resource Assignment v Project Last Baselined 15 May 2013 FFT Initialised v EET Proposal Number Displaying 1 7 of 7 PATT ID 0 Displaying 1 6 of 8 e Project Status a copy of the project status information as it is entered on the project properties page Only last 3 status reports are displayed on the dashboard Recent Status Report re Overall Status Risk Ranking Status Report Name Report Date Schedule Status Scope Status Cost and Effort Status v v MigratedStatusReport 05 Jul 2013 Displaying 1 1 of 1 e Project Schedule Performance the performance on a number of mandatory milestones that can be defined
160. nly lImportant In Clarity each hour booking requires a product group code to create a successful transaction to JDE Therefore do not leave this field empty but always give a default value Important In world areas that use Oracle ensure this field has N A entered as a default Project Class The project class determines how the financial transactions will be handled in the system There are multiple different project classes refer to paragraph 2 1 5 and 2 1 6 for a detailed description Financial recovery analysis amp Operational Effectiveness calculations are based on project class Default Oracle Task Number This is the default task number in Oracle where the labour cost gets booked to Can be overwritten at Clarity task level or in Open Workbench Oracle System Only Default Charge Code Accept the default 9999 Non Coded Activity There are different Charge Codes for different tasks refer to paragraph 2 1 2 fora detailed description Charge code can be set at task level in Clarity or in Open Workbench Close a Project in Clarity Before a project is closed select the Project Closure Check portlet and choose Expand Filter Note if you don t have this tab available you may have to personalise your page Use the Manage My Tabs feature to create a new Tab then configure it to apply the Project Closure Check portlet shown below EMERSON Emerson Process Management Confidential and Proprietary Proce
161. ns to Warrer Keep Baceleves Step 3 Select the resource from the drop down list to transfer the Emerson Process Management Confidential and Proprietary assignment as shown Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 99 of 136 Project ID Tranier assignments from this resource t thig resource Soman videh FU VS 03 Project Manages 1 FH 7 Select taska and ciek on the amow buttons to bansler Transte asuigrmerts bom thes resource to thes renounce Step 4 Select the task Pract Manager 1 PM Soman Vidich PU_VS_09 to transfer to the Select tasks and chick on the anow buttons to transfer named resource and click on the command button gt as shown This transfers the ETC loading pattern and Max load see the below screenshot after Transfer Assignment completed E ID Name Name Loading Pattern E 1 KAO Emmerich TAP1 2 1 1 PROJECT CONTROL M a MANDATORY MILESTONES Project Co ordinatio Project Management Soman Vidish Contour anager Contour Lead Engineering HAAN PAS Lead Engineer Contour contour Lead Engineering CLUJ PAS Lead Engineer Contour Rev Grafiken PAS Lead Engineer Contour Project Support Project Administration Project Service Admin Contour Project Service Admin Uniform 2 E B E
162. nsibility according to the PMO proposal processes to make the proposal status As Sold or Handover Complete before the project is exported to Clarity This is not just changing the status but ensuring that all proposal data now reflects the agreements in the customer purchase order Now the data is being used to create projects in our enterprise project management system this activity has become even more important The project manager is responsible for creating projects Therefore the project manager or planner needs access to EET If they do not already have access to EET they need to obtain access via ProcessWorld The right to export projects from EET to Clarity is a specific access right this right will only be granted to Project Managers and Planners not to proposal or sales roles You will have to ask the support team to give you Project Managers rights in EET only then this export menu will become available to you So first thing to do if you want to use this functionality is to contact the support team to ask for access Additional Timesheet Checking Oracle users only Currently when timesheet entries are submitted for approval against projects administered within the Oracle business system validation is carried out to ensure that any entered Shift or Overtime codes are valid Where incorrect Shift or Overtime codes are detected the timesheet entry is returned and a note is displayed in the Times
163. nstalled Minimum requirement is IE 8 0 and above The URL for the Production system is http clarity emersonprocess com niku app There is also a test amp training system available so please ensure that you login to the correct system To easily recognize the two systems the menu bars in the test amp training system have been given a different colour Test system is Light Red Training is GREEN and Production is BLUE The URL for the Training system is http claritytrn emersonprocess com niku nu The Training system can be used to check certain functionality before using it on the Production system System administrators test new functionality or new software releases on Training system therefore occasionally it might occur that the Training system is loaded with a different software version compared to the Production system The Production server shall only be used according the documented procedures as this is a mandatory Emerson Process Management business tool that interfaces with the Emerson JD Edwards ORACLE business systems System Setup The following system set up is only required for users that do not use a Citrix MetaFrame System EMERSON Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 8 of 136 Project ID 1 5 Revision History Removed f
164. nt CLUJ 10 64 F 10 64 i PMO Resource Availability Analysis View ae Lead Engineering HAAN Started PAS Lead UJ Nikolai Lutz 139 00 75 50 63 50 63 50 7 139 00 i PMO Date and Hours Variance Analysis eS aE BRE PAS Lead Enginee 42 56 42 56 4256 F 42 56 Cosma Ioan 46 00 F 46 00 Branzan Valentin 16 00 a 16 00 Rev Grafiken Started PAS Lead Enginee 48 00 a Sas Diana 96 00 a 96 00 2 Project Support Started F Dellmann Nicola 5 00 7 00 a 7 00 Project Service A 1 00 1 00 F 1 00 Project Procurement Expediting Not starte PAS Engineer 46 00 a Soman Vidish 4 00 ry 4 00 1 13 E Project Miscellaneous Started a 11 31 Design amp Review Meetings Started PAS Lead Enginee 48 00 38 00 38 00 Pi 38 00 Nikolai Lutz 9 50 F 9 50 Case 2 a How to transfer assignments from one named resource to another named resource after actual booking with no baseline In this case follow steps 1 to 3 from case 1 a WES Task Name Status Resource Current Current Pending Current Proposed Budget Actuals Actuals ETL ETL 1 E PROJECT CONTROL Started 1 1 E Internal Project Control Started 1 1 1 E Project Co ordination Started 1 1 1 1 Project Management Started Bhowhe 5 arika 16 00 a4 a4 11 1 2 as Assignments 1 1 1 3 112 Transfer assignments from this resource ta this resource Step 4 Select the task to 11 21 Bhowte Sarika BS JHonapAmt HA SSC be assigned to the new 11 22 Select tasks and click on the arrow buttons to
165. nversion to ensure selected tasks are not converted e WBS ID and Task Name The unique task ID as shown in OWB and the task description as shown in OWB S EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 134 of 136 Project ID Task Duration The task duration as calculated by MSP from the task start date from the duration in days as shown in OWB Task Start Date The task start date as shown in OWB This will now be seen as a Must Start On constraint This is due to MSP algorithm attempt to reschedule the OWB activities We have therefore had to constrain all activities and milestones converted from OWB Task Finish Date The task finish date is calculated from the task start date by determining the task duration from OWB and showing the end date as seen in OWB This date may vary from the one shown in OWB due to calendar settings in both OWB and MSP see Calendar below Complete The task Complete column contains the same data from the Complete column in OWB This is a manually entered field in OWB and is also enabled to be edited in this converted MSP schedule In some cases it has been found that the graphical representation of Complete on the Ganit chart is incorr
166. o delivery performance for products The measurement principle is to include a series of key milestones in the project plan then baseline the project at the start of the project and monitor the performance of the project by reviewing the variances between baseline and actual dates The following key milestones are defined e D Specification Approved e F FAT Start or F1 for HW FAT start and F2 for SW FAT start e G Delivery to Site or G1 and G2 if HW Delivery and SW Delivery are separate e H Site Acceptance e Handover to IB ServiceS Project Satisfaction Surveys S1 Post FEED Project Satisfaction Survey S2 Post Detailed Engineering amp Design Project Satisfaction Survey S3 Post FAT Project Satisfaction Survey S4 Post Project Project Satisfaction Survey Functionality of F1 2 and G1 2 milestones is e lf there is one FAT combined for application software and hardware then a single milestone with tag F shall be used e Ifthe FAT is split into two activities separated for software and hardware then these shall be tagged as F1 and F2 respectively e lf there are multiple separate activities for software FAT e g by area then the first software FAT activity shall be tagged with code F1 Same rules apply for delivery milestone G Functionality of S1 S2 S3 S4 milestones are e All projects with a Revised Order Value of 1M USD or greater should apply all of the appropriate S series mandator
167. of projects or directly type the Project ID in the field Click the binoculars to launch the project selection box The response explanation will indicate if any project properties need to be addressed before closure is possible k EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 31 of 136 Project ID Project Browse ProjecttID 3180103 Project Name Show All Clear m Project ID Project Namea XP_MA_PROJECT2 _DYNASOL SIS E XP_MA_PROJECT1 _VARIOS P053878 0 002 T026076135 002 T026076135 10000120 10000120 North American Engineering Centers Premier Service Proposal CSE 13TL028 1420 Data Collector 18486323 18486323 Reliance Solar RTU System a 97250175 2 Qualified Delta V DCS Engineers 2011821 2011821 STICKNEY MAINTENANCE 2011822 2011822 STICKNEY SURESERVICE TMP_20130910 Pre Planning 20130627 3176217 Planning REV11 2026951 2026951 STICKNEY SLUDGE THICKENING FACILITY 2027605 2027605 S s o S Type the Project ID or Project Name Click on Filter select the correct project by clicking on the radio button and then click on Add On the Project Closure Check tab click on Filter The response will indicate if any project properties need to be addres
168. ole Capacity Participants There are no items ae Participant Groups Add Ac Requisitions Home Favorites Ch 9209 Properties Team Tasks Risks lssues Changes Dashboard Project PM Manual Test Team Staff 2e Actions v Filter None v y Open for Resource Role Resource ID Project Role Time Start Finish Allocation Allocation Actuals PAS Engineer SE PAS Engineer YY 20 5 14 30 9 14 100 0 768 0 00 PAS Lead Engineer LE PAS Lead Engineer 20 5 14 30 9 14 100 0 768 0 00 k Project Service Administrator Project Service Administrator 20 5 14 30 9 14 100 0 768 0 00 q Project Manager Project Manager 20 5 14 30 9 14 100 0 768 0 00 4 SIS Engineer SIS Engineer 20 5 14 30 9 14 100 0 768 0 00 SIS Lead Engineer SIS Lead Engineer 20 5 14 30 9 14 100 0 768 0 00 SJureService SIS Support Cam Joes SIS Support 20 5 14 30 9 14 100 0 768 0 00 ngineer ngineer 5 376 0 00 0 00 Displaying 1 7 of 7 Add AddiUpdatebyOBS 7 Remove Click on this icon Click on this icon to to replace this see all projects person or role by where this resource another resource Is working on Ollowing actions can be perforn e Save Remember to save the changes before going for next set of changes e Add Add new resources to this project A new window will open where you can search or browse for resources or roles Resources where you have resource manager s right can be added to the project I
169. omplete 0 00 Actuals 0 00 Open for Time Entry E Click resource name to edit h ignment properti Save Save And Return Return the assig ent properties Links Notes ETC E Required Unique Assignments re a esource Resource ID Role Actuals ETC Project Manager 1 PM Project Manager 0 00 0 Project Manager 2 A PM Project Manager 0 00 333 Displaying 1 2 of 2 0 Role Work Effort Hours Save Assign 2 Replace F Remove 4 3 2 Gantt Work Breakdown Structure as per Previous Version In the sub option Gantt a new window opens with the scheduling facility within the Clarity We can perform most of the activities we do in any other scheduling tool Hi EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 53 of 136 Project ID Favorites Properties Team Tasks Risks Issues Changes Dashboard Task List Project PM Manual Te Gantt Resource Utilization Assignments Ss Similarly Gantt can be opened using scheduler option 4 Home Favorites Chr o Properties Team Tasks Risks Issues Changes Dashboard Project 3165816 BP Quad 204 SURF ICSS Tasks Task List Tee Openin scheduler Acti
170. on Complete Customer X E vi E Not started 01027 2008 Prepare Functional Specification Internal I Emerson Iv Bj Iv Not started 21 01 2008 Functional Specification Complete Internal Emerson x m m m Not started 0170272008 Customer Approval of Functional Specification 15 Customer E v E Not started 04 02 2008 Functional Specification Approved by Client Customer x E m mMm Not started 22 02 2008 This will show the Task Properties window Select the Notes tab and type in either Emerson or Customer and select Add LC EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 126 of 136 Project ID Task Properties Prepare Functional Specification Interna 2 x General Resources Dependencies Advanced Notes Emerson A oOo Cancel ka Help Add Category By identifying each activity this way will determine which view the activity will appear in Other factors that need to be taken into consideration when developing ANY project schedule include the following e Creation of a Work Breakdown Structure to the Project Manager and customer requirements e Ensure the Activity Codes are assigned with the appropriate selection e Ensure the correct Mandatory Miles
171. ons v O Filter System Default v Workbench Read Write fi Budget a te E Task ID Task Name Product Group Code Oracle Task Code Activity Code Charge Code Baseline Actuals ETC Open for Time Entry C E Last Update E 1 1 1 1 Receive Purchase Order 0 0 00 0 Bhal Sa Jog Amber Shraddha Started E 1 1 1 2 Acknowledge Purchase Order 0 0 00 0 Bhalerao 12 10 12 Not Lokhande Shraddha Started Vaibhav E 1 1 1 3 Launch Project And Mobilse Team 0 0 00 0 Bhalerao 12 10 12 Not Lokhande Shraddha Started Vaibhav Clarity PPM Emerson Process Management Project PM Manual Test Gantt Windows Internet Explorer co http clarity emersonprocess com niku nu action projmgr wbsT askList amp id 5356196 w Clarity PPM Emerson Process Management Project PM Manual Test Gantt Filter System Default v 2 a fl om Loe ws tee CGaeaa a tz e x O Hoga amp Task Stat Finish Durati Co Assigned Resources Jun 14 Jul 14 Aug 14 Sep 14 Oct 14 Nov 14 E KAOEmmerich TAP1 22 5114 2 679 16 967 0 00 E PROJECT CONTROL 41614 216m9 16 958 0 00 T E PAS APPLICATION HARDWARE 22 5 14 24714 46 0 00 o PAS Hardware Detail Desig 22 5 14 10 6 14 14 0 00 E Receive InputDocumen 22 5 14 22 5 14 0 0 00 T HW DDS Bill of Materia 23 5 14 23 5 14 1 0 00 PAS Lead Engineer 1 H E HWDDS lOAssignme 23 5 14 29 5 14 5 0 00 PAS Lead Engineer 1 H E PAS Hardware Design C 29 5 14 29 5 14 0 0 00 ia
172. or PAS Engineer PAS Graphics Trainee Engineer Hardware LOCAL Hardware Engineer Hardware REMOTE Hardware Designer Integration Integration Engineer Service Engineering Service Engineer usage field to be overwritten by the current EAC WES 1 4 1 4 01 1 4 07 02 1 4 01 03 1 4 01 04 1 4 01 05 1 4 01 06 1 4 01 07 1 4 01 08 1 4 01 09 1 4 01 10 Task Hame Resource EMRO amp Projects To be Won S MAO PROJECTS Change anation OF Project Management Project Manager ProjectLead Engineering Project Engineer Project Administration Sistem Engineering LOCAL Sistem Engineering REMOTE Hardware LOCAL Hardware REMOTE Integration Project Service Administrator PAS Engineer PAS Graphics Trainee Engineer Hardware Engineer Hardware Designer Integration Engineer Serice Engineering Service Engineer Budget task level rega N EAC Budget Project Name Project ID Budget ETC Total Usag Start Baseline Start If you introduce variances into your schedule you will need to re baseline 267027200 267027200 26 02 2007 26 02 2007 26 02 2007 Era lle 26 02 2007 356 26 02 2007 153 26 02 2007 197 26 02 2007 26 02 2007 6 360 6 360 2670272007 26 02 2007 26 02 200 B24 2007 26 02 2007 26 02 2007 e602 200 26 02 2007 26 02 2007 Enter data into ETC column Total ms Baseline Start EAC Budget ETC The Budget task level res
173. ource data is not 6 360 26 02 7200 overwritten 6 360 26 02 7200 by the ETC Bie 26 02 2000 26 02 2007 Data even 509 267022007 26 02 2007 fter re 445 26 02 7200 26 02 2007 a nia 2 400 26 02 200F baselining 1 654 26 02 2000 b 02 2007 356 far 200 26 02 2007 1a 26702 2007 26 02 2007 191 26702 2007 26 02 2007 26 02 2007 26 02 2007 If you then change any budgets and proceed to re baseline you will be prompted to confirm continuing to replace existing baseline Open Workbench x A This will replace your existing baseline data Would you like to continue When the Baseline function is then used only all timing related fields task start date finish date duration are copied to the baseline The budget field is left unchanged Emerson Process Management Confidential and Proprietary Document based on PMO Template GEN WORD Revision 0 EMERSON Process Management Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Revision A8 2015 Mar 16 Page 92 of 136 Project Name Project ID WEBS Task Name Resource Budget Budget Total Usag Start Baseline Start task level resource EAC 1 4 EMRO amp Projects To be Won 6 360 267027200 26 02 2007 1 4 01 MRO PROJECTS Change aration OF 6 360 26 02 7200 26 02 2007 1 4 07 02 Project Management Project Manager gra Bre B00 BOO 26 02 2007 26 02 2007 1 4 01 03 Froject Lead Engineering Project Engineer FO
174. ource to another named resource after actual booking amp project is baseline In this example resource Sarika Bhowte has booked hours on task Project Management after baseline has been set on the project However we need to transfer the assignment to another named resource Amit Honap Follow the steps below A Hame Status Resource Current Current Overid booked by resource Budget Actude Actual HOI Sarika Bhowte to Controlling E PROJECT CONTROL task 1 1 1 1 with 24 f E Internal Project Control E Status Update E Project Co ordination hrs ETC remaining Di Unused Avalabiy a HOE anager Se ___ P J1 Lead Engineening i 20 20 iig i Variance Analysts qd Consultancy 30 30 IP Revise Schedule t E Project Support E Ge Project Administration i all Al at at SUH 12 Procurement Expediting Ef Bt BD E Actuals Analysis 2 20 ZF Step 1 Click on the Tool from menu bar amp select Transfer Assignments EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Pending Current Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 103 of 136 Project ID Step 2 The Transfer Assignment window will pop up Select the appropriate resource from the drop down list whose a
175. pen THIS VIEW ONLY DISPLAYS EMERSON ACTIVITIES Activity Actual Complet From Activity For Controlling EMERSON Activities are Dispayed in BLACK type and by Suffix Interna Duratio Resource Usage ETO Client Fixed Time Activity Jan Feb Mar Apr May Jun Jul A PMO Two Tier Views Activity ID Activity Description Days Name Role Hours Hours View Duratio Entry Status Activity Start Activity Finish PROCESS AUTOMATION SYSTEM PROJECT COMPLETE TEMPLATE 63 F Not starte 1 2 2009 3 31 2009 PROJECT CONTROL 63 V Not starte 1 2 2009 3 31 2009 PMO Two Tier Emerson PROJECT MILESTONES 63 Not starte 2009 3 31 2009 and Customer Activities 4 rs PROJECT CO ORDINATION STAFF 10 Vv Not starte 1 2 2009 1 15 2009 E 01 02 010 Project Management General Internal 10 Project Man 7 F J Not starte 1 2 2009 1 15 2009 E 01 02 011 Project Management Initiating Project Internal 10 Project Man T iv W Not starte 1 2 2009 1 15 2009 01 02 012 Project Management Monitoring amp Controlling Internal 10 Project Man T T W Not starte 1 2 2009 1 15 2009 PMO Two Tier Emerson 01 02 013 Project Management Planning Internal 10 Project Man 7 7 W Not starte 1 2 2009 1 15 2009 Activities Only S E 01 02 014 Project Management Executing Internal 10 Project Man iv V Not starte 1 2 2009 1 15 2009 10 01 02 015 Project Management Closing Project Internal 10 Project Man F w W Not starte 1 2 2009 1 15 2009 01 02 020 Remote Project Management Int
176. plication in whole or in part is prohibited Trademarks identified in this document are owned by one of the Emerson Process Management group of companies Unless otherwise agreed to in writing by the parties any information provided in this document is confidential or proprietary and may not be used or disclosed without the expressed written permission of Emerson Process Management Emerson Process Management Process Systems and Solutions 1100 W Louis Henna Blvd Building 1 Round Rock TX 78681 7430 USA T 1 512 832 3020 F 1 512 908 4177 4 T www EmersonProcess com EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 3 of 136 Project ID Contents 1 INTRODUCTION 6 1 1 AODOU IAY sarr EEE EEE EE E EE EEE 6 1 2 Purpose of this Manual cccceccseccsecceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeseeeeeeseeeteeeeeeeseees 6 1 3 Clarity Infrastructure cccccccceccceeeeceeeceeeeceeeeseeeeaeeeseeeeseeseeeesaeessueeseeeeseeeseeeesseesaeeens 6 E E E EEEE UO E E E E E E E A E A E E E E AA 7 1 5 Revision HISTON osses 8 1 6 Reference Documents sus svazsunsscdrsennsunmennnsidisennsuatenpnstdaseencnemenensihesipnauemeusnsisasupacuemiupide 8 LZ UDO si a a ee eee ee ee 8 2 OVERVIEW 10 2 1 LAN OS nasal sarcastic a
177. pproved if the project is for pursuit project Set Financial Properties The financial properties of a project include all the information that is required to convert hour bookings to cost This cost is then moved to the Clarity transaction database and available on cost reports and if applicable these costs will be transferred to the project accounting system JDE Oracle Important The financial module contains important settings that are mandatory for the correct operation of the enterprise business tool It is therefore essential that the financial properties be correctly configured according the guidelines in this paragraph Important Before financially enabling a customer project in Clarity first you have to create a project in JDE Oracle not applicable for internal projects or countries not using JDE Oracle job costing since the financial module is the link between the project in Clarity and in JDE Oracle Make sure that the Project ID has been made identical to the JDE Oracle project number Once you save the changes you can no longer change the project ID Without a correct project ID the data cannot be transferred to JDE Oracle The financial properties screen contains mandatory fields that have to be populated Follow the guidelines as described below EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Ent
178. r Allocations of Generic Roles are set in Clarity by the Project Manager Project Controls team Assignments are set in Open Workbench normally by the Project Manager or the Planner Once a resource has been allocated to a project level 1 he will be able to book hours to that project However he has to scroll through the project list and manually add the tasks that he has worked on into his timesheet In this case he has no budget and no ETC information available Provided prevent Unassigned Timesheet tasks is unchecked on the project properties EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 15 of 136 Project ID 2 3 2 2 3 3 e Once aresource has been assigned to a task level 2 these tasks automatically appear on his timesheet Budget and ETC values associated with these tasks will be shown on the timesheet The defined allocation does not stop the Project Manager to assign this resource for more than the allocation amount of hours although Open Workbench will highlight this as a conflict If the project will be re scheduled with the Resource Constraints option selected the assignment level 2 will be limited to maximum the number of allocated level 1 hours In general the variation betw
179. r Time Entry E Required Unique Save Submit and Create New Save And Return Return 4 3 1 2 Viewing Tasks Properties Team Tasks Risks lssues Changes Dashboard Project PM Manual Test Tasks Task List Filter None v 7 Task ID Task Name Status All ea IsTask All gt Filter Show All Save Filter Clear Budget Task ID Task Name 1 KAO Emmerich TAP 1 0 0 00 3 698 m 1 1 PROJECT CONTROL 0 0 00 730 m M MANDATORY MILESTONES 0 0 00 0 a Receive Purchase Order 0 0 00 0 4 l z i 7 m Save New 2 Delete Project Name Project ID El Stat 10 6 2014 Finish 10 6 2014 Mandatory Milestone Milestone Comment JDE Product Group Code e Overwrites for this activity the default JDE product group code defined at the project level Oracle Task Code Overwrites for this activity the default Oracle task code defined at the project level Complete ES openin Scheduler Actions A Tasks can be viewed either in a flat list and can be filtered on different parameters Activity Code Charge Code JDE Product Group Code Oracle Task Code Click on the task name to edit the Baseline Actuals ETC Must StartOn Finish Activity Code Charge Code q Properties 2 6 79 2 6 79 Task properties can be edited on this 4 6 14 page itself without entering in details of each task 2 6 79 9999 Non coded activity Emerson Process Mana
180. racters are accepted for Description Field clarity i DOMM ya The following information can now be filled out on this export page e Project Name This is the name taken from EET but can be modified if required e Project ID This is by default the EET project ID but this shall be modified to hold the project ID in the Oracle or JDE business system However if this number is not known yet the project can be exported with this temporary proposal ID as the project ID is NOT locked in Clarity after the download It can still be overwritten with the correct project ID later before the project is financially enabled e Description Project description free format text field e Project Manager This is a browse for a Clarity user that will be the Project Manager for this project a EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 110 of 136 Project ID Intent to use PCSD as the Configuration Standard same function as available in Clarity Project Start Date This is a preliminary project start date by default tomorrow s day Project End Date This is the preliminary project end date calculated based on the entered project start date and the project duration that is entered in EET Clar
181. ram Files Open Workbench Views 2TierViews and select Open gt 2Tierviews Oy My Recent Documents f Desktop My Documents Look ir i rd My Recent 4 GBLEC ITRED Documents l Se SYSTEM C a 3 Program Files fm Open Workbench O views PE Tierviews ai coe MATA ID e Highlight the first of the rwv files and select Open k S EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 120 of 136 Project ID ad Look in O 2TieViews e Dc My Recent Ej 2 Tier Resource Assignment rwy CdS i 2 Tier Variance View rwy E Client Report rwy Desktop My Documents Br GBLEC 1TRED K File name 2 Tier Emerson Activities Only View mav Libraries BES Groups El Two Tier Views Bie E 2 Tier Emerson Activities Only view Benes Tern J Austin J Custom a J Favores Planning hew Wray gt Filters amp Sorts Location e Next step is to repeat the procedure for all views Highlight Two Tier Views and select Add Then highlight each file individually until you have selected all of them Lx ranes i EES Groups i Close MES Two Tier Views va E 2 Tier Emerson Activities Only view
182. rately EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Revision A8 2015 Mar 16 Page 73 of 136 Project Name Labour Hours Analysis Revised Hours Labour Category Budget Actual Hours Local Labour 18 305 100 0 10 009 33 100 0 Employee 16 477 90 0 8 888 58 88 8 Contractor 1 828 10 0 1 120 75 11 2 Total Project Labour 18 305 10 009 33 Project ID x Estimated of Hours ETC Hours EAC Hours Variance Budget Complete 8 296 67 100 0 18 306 100 0 1 0 0 54 7 8 036 67 96 9 16 925 25 92 5 448 25 2 7 52 5 260 3 1 1 380 75 75 447 25 24 5 81 2 8 296 67 18 306 1 54 7 Displaying 1 5 o0f5 e Labour Cost Analysis including BCEC deputation charges A labour cost summary of all project hours in terms of cost This information helps the project manager to easily calculate the EAC costs based on the planned Labour Cost Analysis Revised Cost Labour Category Budget Actual Cost Local Labour 1 489 300 100 0 799 303 100 0 Employee 1 343 560 90 2 712 241 89 1 Contractor 146 240 9 8 87 062 10 9 Total Project Labour Cost 1 489 800 799 303 All values are in EUR Le Estimated of Cost ETC Cost EAC Cost Variance Budget Complete 676 667 100 0 1 475 970 100 0 13 830 0 9 54 2 655 867 96 9 1 368 108 92 7 24
183. rces Release ES J o Name Category gt a EE Sarika Bhowte fa a el pa a Assign NOTE Budget adjustment has to be done manually EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 106 of 136 Project ID 6 EET TO CLARITY INTERFACE The EET to Clarity interface is now available for all Project Managers who want to spend fewer efforts in creating new projects This functionality allows you to create a project in Clarity directly from EET with all the data that is already configured in EET during the proposal phase With this interface e You don t have to retype lots of data in Clarity that is already available in EET e We get full transparency during the whole life cycle of the project from proposals up to project execution This will improve the project handover process It is the objective that this interface is used as much as possible for all our new projects however it will still be possible to create new projects directly in Clarity At the end of this document it is described how to get access to this functionality What is transferred The following project data is transferred from EET to Clarity e Project Header Information This includes Project Name prel
184. requirements Next step is to open this project schedule in OWB Properties Team Tasks Dashboard Project TEMPLATE PAS Complete Two Tier Project Read Only Properties Main Main Properties L ALERT This investment is inactive Project Definition ProjectName TEMPLATE PAS Complete Two Tier Project Read Only Project ID 002 TIER TEMPLATE Lea Project Contract Type Non Customer Project This setting drives the calculation method used to forecast project sales see Financial Forecasting tool in the Clarity Toolbox for details Pro El Project Phases The schedule will open in your default view usually Gantt chart If so select PMO Two Tier Emerson and Customer Activities from the Two Tier Views menu on the left hand side LC EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Revision A8 2015 Mar 16 Page 122 of 136 Library x Controlling PMO Two Tier Views PMO Two Tier Emerson and Customer Activities TEMPLATE PAS Complete Two Tier Project Read Only PMO Two Tier Emerson and Customer Activities Read Only x Project Name Project ID 002 TIER TEMPLAT TEMPLATE PAS Complete Two Tier Project Read Only STANDARD PMO TWO TIER PROJECT SCHEDULE VIEW Activity
185. rn The field Proposed Estimate is updated if the engineer had entered an alternative ETC value in their timesheet otherwise this field is equal to the Estimate to Complete field If the ETC is manually updated on the timesheet the flag Pending Estimate Override is set The actual cost in JDE Oracle is updated Manual update by the Project Manager The Proposed Estimate as entered by the resource can be accepted as the new ETC value for this task This is not an automatic action but needs to be confirmed by the Project Manager in Open Workbench go to Tools Pending Estimates There is a filter available that lists all the tasks where the Pending ETC is not equal to the new calculated Estimate to Complete As long as the Project Manager has not accepted the Pending Estimate as the new ETC value the calculated ETC will show up on the resource s next timesheet 5 5 The Autoschedule Function Changes made to the project schedule in Open Workbench do not get automatically updated and recalculated These changes do only take effect wnen you make use of the Autoschedule function in Open Workbench EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Pa
186. rocessed differently CUS OPRuJ These customer projects correspond to a project in the Oracle accounting system Cost will automatically be transferred from the Clarity project to the Oracle project on a weekly basis debit to the project credit to the home cost centre of the resource NO_AV_O This is an internal project and has a corresponding project in the Oracle accounting system Cost will automatically be transferred from the Clarity project to the Oracle project on a weekly basis This project class will only be set up by the PMO support office COST_OTX Is a Cost Centre Project and is used for projects or departments where hours booked to this project will result in a cost transfer between two cost centres This cost transfer needs to be done manually by local finance This project class will only be set up by the PMO support office INT _OOHP This is an internal Emerson Overhead project Work done for the resource s home department or no work done at all Cost will automatically be transferred from the Clarity project to the Oracle project on a weekly basis This project class will only be set up by the PMO support office EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 13 of 136 Project I
187. roject Cash Balance Project Balance RiskAllowance J Contingency _ Project Accounts Oracle DE Category sd Expenditure Type Product Group __ _ Category Code sf Task Code Code _ _ _ amp UC EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 81 of 136 Project ID 4 6 Other Options on the Project Properties Screen d Home Favorites Properties Team Tasks Risks Ilssues Changes Dashboard pedo BMS Dormagen TDI Loopcheck Eng Support ASE Properties Subprojects Subprojects Dependencies Active Yes Estimating aw All Clear There are no subprojects to display baada T Program Work Effort Hours 4 6 1 Subprojects This screen allows you to create subprojects of the project you are in This feature is not supported by the Project Office for individual projects However the feature is being utilised and introduced as part of the creation and maintenance procedures of Programs Properties Team Tasks Risks lssues Changes Dashboard Project Bayer BMS Dormagen TDI Loopcheck Eng Support ASE Properties Subprojects Active Yes r Filter Show All Clear There are no subprojects to d
188. roject Name Revision A8 2015 Mar 16 Page 108 of 136 Project ID Proposal Number LEIC1420045 Proposal Maersk Gryphon ESD Mod General Proposal Information Proposal Number LEIC1420045 Local Proposal ID Proposal Type Project Proposal P amp L Location LEICESTER Is PATT ID available Yes Proposal Currency GBP PATT ID 143890 Invoicing Currency Different Proposal Name Maersk Gryphon ESD Mod aun Ultimate EndUser No 2772184 Ultimate EndUser Name amp MAERSK OIL NORTH SEA UK LTD Aberdeen United Kingdom Western Address Europe customer s local currency Yes No No Proposal Updated By Phil Riley Proposal Status In Progress Ultimate Destination United Kingdom Proposal Status in EET Active Purchaser Number 927167 MAERSK OIL NORTH SEA UK LTD Proposal Date Created UTC 17 01 2014 05 09 24 PM Purchaser Name Proposal Created By Mallikarjuna Rao amp Address MAERSK OIL NORTH SEA UK LTD Aberdeen United Kingdom Proposal Last Updated UTC 04 08 2014 03 10 59 PM Description Industry Oil Production Use this for Clarity Capacity Planning Yes No Yes Bc Proposal Checklist o Key Dates z El Pss Pursuit Data El AO Pursuit Data E PWS Pursuit Data i Click the revision ID to open the revision You can now see the revision properties at the top and have a series of tabs at the bottom to access the various parts of the proposal You can open these to review the project prior to downloading it into Clarity
189. rom this document e PMO documentation no longer stored in the Knowledge Store e Document Manager Details removed due to release of Electronic Document Management System EDMS on SharePoint Added in this document e New Side Pane Hide Feature e New Tab Layouts on Project Properties Screen e New Method of Financial Enablement e Multiple Resource Role Allocation amp Assignment Enhancement e Transfer Resource Assignments e Dashboard Enhancements e Risk Page Enhancements e New EET to Clarity Interface e Two Tier Scheduling Technique in Open Workbench 1 6 Reference Documents Clarity User Guides This is online help content available in the Clarity Help menu These user guides provide help user assistance to operate the various functions in Clarity This is a context sensitive help providing help for the situation that is associated with that state Retrieve the latest versions of the following documents from the Project Management Office website in the ProcessWorld site Clarity Enterprise Projects Tool User Manual for the Project User This document contains the basic functions for all Clarity users Open Workbench User Manual This document is used in the Workbench training Clarity User Setup Client Software Installation This document describes the set up of the local computer for the correct operation of Clarity EPT Data Dictionary This is the definitive copy that is continually updated The document contains all d
190. s By using the filter at the top of the screen you can drill down into finer resource assignment detail k nnn EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 55 of 136 Project ID f Vidish Soman Logout Help Abo Clarity PPM Emerson Process Management 4 Home Favorites Ch 990 Properties Team Tasks 7 Risks Issues Changes Project PM Manual Test Tasks Assignments Filter Parent Task Resource Type All x Include All Sub Tasks Resources and Roles Exclude Completed Tasks A From Date To Date Show All Clear Name Finish Total Effort Status Project Management 30 1 15 332 83 Not Started ly Project Manager 1 A w Project Manager i 0 00 Not Started ly Project Manager 2 A tid Project Manager 30 1 15 t 332 83 Not Started o ppg BCEC Project Management CLUJ 30 1 15 i 10 64 Not Started ly Project Manager 3 0 wy Project Manager 30 1 15 I I 10 64 Not Started Lead Engineering HAAN 2 2 15 i 155 12 Not Started ly PAS Lead Engineer 1 6 ws 2 2 15 139 12 Not Started ly PAS Lead Engineer 2 il wy PAS Lead Engineer 23 5 14 i 16 00 Not Started Lead Engineering CLUJ 30 1 15 j 42 56 Not Started L PAS Lead Engineer 3 l r PAS Lead Engineer 30 1 15 l y 42 56 Not Started
191. s hours have a different currency than the cost rate of the resource the cost is converted to the project currency using the exchange rates available in the system these are automatically updated with the exchange rates in Oracle Cost of actual hours booked to customer projects are transferred to Oracle ona weekly basis This is an automatic process running weekly each Tuesday Wednesday and Thursday Budgets Estimates to Completes and Estimates at Completion do not get transferred to Oracle All cost is booked to the appropriate Oracle Task Number Note that there are times when the client issues new purchase orders that require independent invoicing for the additional work In these cases the Oracle Task Number will be different than the default 01 Any tasks added to Clarity must be identified by exception in the Open Workbench or Microsoft Project tool using the Oracle Task Code field Hours booked in Clarity for Not Available Time General Overhead Internal and Sales projects will transact automatically to Oracle Hours booked to other cost centre projects do not get automatically transferred to Oracle Manual journals are required for cost centre recharges Note that World areas that use Oracle are different than the JDE system in Europe and Asia Pacific Therefore there are specific codes defined in the Oracle system to ensure a correct transfer of cost between Clarity and the Oracle system Reports
192. sed before closure is possible When the explanation says Project can be closed following steps have to be followed e Stop time entry this is an option on the general properties page where time entry can be disabled When the flag Open for Time Entry is reset resources are not able to book hours to the project but the project is still available for review and scheduling e Disable the financial module the financial module need to be disabled before the project can be made inactive e Make the project inactive a project in Clarity cannot be deleted If a project needs to be closed it will be made inactive so it will no longer appear in the overview screens and is not accessible for participants n EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Revision A8 2015 Mar 16 Page 32 of 136 Project Definition El Project Name El Project ID El Project Contract Type El Project Phases El Industry Code Active Description Schedule EJ Start Date EJ Finish Date Baseline Start Baseline Finish Open for Time Entry Prevent Unassigned Timesheet Tasks Emerson Process Management Confidential and Proprietary Project Name Project ID PM Manual Test E Project Manager Soman Vic 03 gy PM Manual Test Le
193. shows red if the As Sold values from EET are different than the As Sold values entered in Oracle or JDE For Oracle the Approved Order Value is a field that is unique to Oracle and does not have an equivalent in JDE A stoplight Approved Revised Order Value out of sync has been added to show red if the Approved Order Value differs from the Revised Order Value The Approved amp Revised order value will always be out of sync for a project that has revalued the order value for fluctuations in currency This occurs on projects that are run in a project currency different from the functional currency of the location The values displayed in this portlet are based on the functional currency of the location Order Status As Sold Value from EET As Sold Value in Oracle Change Order Value Revised Order Value Approved Order Value Forecasted Change Order Value Forecasted Total Value Note All values are in EUR 4 Order Value Cost Budget Budgeted GP Status 1 608 911 1 318 536 290 375 18 w 1 608 911 1 318 536 290 375 18 261 030 224 762 36 268 13 9 wy 1 869 941 1 543 298 326 643 17 5 1 869 941 1 603 298 266 643 14 3 0 0 0 0 1 869 941 1 603 298 0 14 3 Displaying 1 9 0f9 Revenue Status This portlet summarizes sales invoicing and profitability information about your project The EAC GP is based on the Revised Order Value not including forecasted change orders and the EAC Cost So the EAC cost should not
194. sion A8 2015 Mar 16 Page 127 of 136 Project ID 8 OPEN WORKBENCH TO MICROSOFT PROJECT CONVERSION TOOL 8 1 Purpose This chapter sets out the method for use of the Schedule Converter tool part of a set of tools known collectively as the Clarity Toolbox that will support the business requirements of PSS in the management and execution of its projects The Toolbox will support the PMO Processes in areas where a tool has been identified as needed but is not necessarily covered by core Clarity functionality 8 2 Schedule Conversion Schedule conversion is required when a customer or other third party has a contractual requirement for supply of a project schedule in a different format to the ones currently available The most common requests in this area are for Microsoft Project and Primavera format schedules This tool will only produce an MSP format The requirement is met by providing a picture of the OWB schedule in the format specified this requires Task and Dependency data to be present and certain criteria attached to the same It does not include resource assignment data in this first release For Open Workbench conversion to Microsoft Project the sequence of operations within the Toolbox will be 1 User selects project by name ID 2 Tool requests Project Task and Dependency data from the Clarity database 3 Tool builds new MSP XML file for required format using pre determined data transformations 4 Tool launc
195. sources Project 7 Service Admi Dl which assignments need to CIL E urchaser 2 ee nen prosk Controle be transferred and click Planner P45 Lead Engineer ASsig n i Si wj BSelssess urchaser Project Resources _ iD Name id Category ES Engineer TENE intecrationEnaineer SSS PET intcaroton Tecrricion TIS ENE Sourabh Joshi SEECSSEREEO SEO Rees_ See Peer EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 105 of 136 Project ID Project Co ordination Ol Jan 08 7 Feb 08 pa 3 a Project Management 01 Jan 08 2 Feb 08 40 00 S anka Bhowhe Step 2 Type in the Estimate amount next to the newly 20 00 Sourabh Joshi iE Task Properties Project Management l 7 oiec Manager arka Bhowte Efco PAS Consutant BEX Emedtor B HD Hardware Designer FA HE Hardware Engineer Sourabh Joshi assigned resource name and E i PAS Lead Engineer d th ti t f th C General Resources Dependencies Advanced Motes S UGG eeu ee j E Assigned Resources original resource Pj roject Service Admi e PeectNenese edo J figs sonans eo00 chase ides sskasrome 00 tock Conter Ei E urchaser a Project Resou
196. ss Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 28 of 136 Project ID Home Favorites Personal Executive Dashboards ProjectManagement Resource Management Quick Views Ge Global Data Projects Resources Rates Over Timesheets World Area Data Resource Planning Risks Lessons Learned SIS Review Reports and Jobs Location Data Resource Finder General Inquiry My P Account Settings BCEC Data Resource Requisitions Status Report Project Data Recovery Analysis Effectiveness Analysis Not Available Analysis Not Funded Analysis Forecasting SetasHome Reset Home CRefresh 4 Home Favorites Chk ooo General Clarity Toolbox Report Updates Personal Assignments Pending Timesheets on Project Project Closure Check Overview General Click here to configure new tab p FA My Projects re Favorite Links re Amber Jog Logout Help About Clarity PPM Emerson Process Management 4 Home Favorites Cr o Page Overview Manage Tabs T Tab Description General General Tab For Overview page Clarity Toolbox 3 Report Updates Click New for a new window where you can enter customised name for new tab Personal Assignments fm Project Closeout Report E Pending Timesheet Bagg Cie Reorder Delete Return Clari
197. ssignment is to be transferred Step 3 Select the appropriate resource from the drop down list to transfer the assignment Transfer Assignments x Transfer assignments from this resource to this resource Bhowte Sarika BS Honap Amit HA Step 4 Don t forget Select tasks and click on the arrow buttons to trarster enue to check the check fee box Keep Baseline and click on the gt button 4 IW Keep Baselines Task Name Status Resource Current Current Pending Current Proposed Budget Actuals Actuals ETC ETC PROJECT CONTROL Started This will transfer the ao a7 baseline budget 40 hours Project Management Started i and remaining ETC 24 a hours of resource Sarika Transfer assignments from this resource _ to this resource Bhowte to selected task HonapAmt HA SCS and new resource Amit Honap Transfer Assignments V Keep Baselines NOTE Budget adjustment has to be done manually Current Actuals column will indicate the 16 hours booked by resource Sarika Bhowte these will remain However the Current ETC 24 hours to new assigned resource Amit Honap needs to be entered as 24 hours in the Current Budget column whilst 16 hours must be entered in the Current Budget column against Sarika Bhowte LC EMERSON Emerson Process Management Confidential and Proprietary Process Management Do
198. sultant Task ETC s __ Filters amp Sorts 1 m Some details about this view ONLY activities in black type will have resource roles assigned at 100 Duration of these activities will be determined by the hours assigned and the availability of the resource roles ETC s can be entered into the ETC Hours column directly Loading patterns can be edited directly for each resource in this view Project Controls activities that are usually project duration based must be selected as Contour Actual hours posted will be shown in the Actual column Figures in the Spreadsheet side of the view will be Assignment ETC s for the individual resources per available time period Resources having a Fixed loading pattern will require the ETC to be entered directly into the time period in the spreadsheet view Selecting Customer View will show this screen Emerson Process Management Confidential and Proprietary EMERSON Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 124 of 136 Project ID Library x TEMPLATE PAS Complete Two Tier Project Read Only Customer View Read Only x Custom Favorites Planning Project Name TEMPLATE PAS Complete Two Tier Proje
199. t process in conjunction with the new Clarity risk pages Especially the Qualitative Risk Analysis page with Pxl table will help to understand the concept see screenshot below go to Project Management Project Planning Risk Planning Quantitative Risk Analysis EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Revision A8 2015 Mar 16 Page 57 of 136 SN EMERSON Process Management About PMO Processes Feedback Account Settings Home Add to Favourites List of Favourites E Project Name Project ID Project Management Office Qualitative Risk Analysis Home gt Project Management gt Project Planning gt Risk Planning Qualitative Risk Analysis Home gt Project Management gt Project Planning gt Risk Planning gt PM RR Risk Register Home Project Management gt Project Monitoring amp Controlling gt Risk Monitoring and Control gt PM RR Risk Register Guideline This activity is applicable for projects with a risk ranking that is classified as Medium or High Activity Description The qualitative analysis is an activity to prioritise the risks and to determine which of these risks will need further analysis and response planning Each risk that is found applicable to
200. t Manager Emerson Doc Number Revision A8 2015 Mar 16 Page 136 of 136 2 x Page Margins Header Footer Legend View Page Setup Gantt Chart Preview Frock 310011 18mpp Dak 2AT Alignment Left Center Right Legend on f Every page Legend page f None width 5 08 e al al ath 5 06 H on General Page Mumber 7 eee al Page Mumber Total Page Count Project Title Company Name Manager Mame Project Fields Cancel Print Preview Emerson Process Management Confidential and Proprietary Document based on PMO Template GEN WORD Revision 0 Project Name Project ID To show the project details on the MSP schedule output select the Page Set Up option on Print Preview and select the required fields to show on the final print out EMERSON Process Management
201. t tasks and click on the arrow buttons to transfer Ae aie check Keep Baseline click command button gt This transfers the Budget ETC loading pattern and Max load a EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 101 of 136 Project ID Check the budget for the transferred resource in Status Update view from the Controlling group library Library x KAO Emmerich TAP1 PMO Project Hours Status Update Read Only x Vidish Views 3197330 KAO Emmerich TAPL Resource Resource Override Planning sd Resource Actual Usage Shown in Timescale Area Resource Resource Pending Resource Proposed Proposed Resource Activity Resource Current Current Actuals Current ETC ffrom ETC from Current Activity ID Activity Description Status Name Role Budget Actuals from ETC Timesheet Timesheet EAC Timesheet Eil Status Update KAO Emmerich TAP1 Started Hl Unused Avatebity E PROJECT CONTROL Started A E Variance Analysis MANDATORY MILESTONES Not starte F e Revise Schedule Project Co ordination Started a EF ro Precs ous Sats tse gt Aar 82 25 11 50 250 75 239 25 F 333 00 PMO Project Resource Actuals Analysis 11122 BCEC Project Manageme
202. ta that is identical to all projects From this main dashboard page the user can navigate to additional dashboard pages with business system specific information These pages are provided with the logic to ensure that the correct financial data for that project is shown More information is included in the dashboard that is currently spread over various areas in the tool e g risk information lessons learned project status bank account S Curve Asia Pacific JDE Users We do not have a financial interface to the JDE system in Asia Pacific so unfortunately our users in AP do not have financial data on their dashboards and also the stoplights that are based on financial data do not work See the schematic overview of the main dashboard page and the four additional pages available through the links amp LC EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 64 of 136 Project ID tos BENAR EA TAPERE E EE ER meran ego a e o gt Je __ eee E Je nunn z pezen a e H A pn e KP b i 3 Main Dashboard Page N me P am a a Sam DAC coat in El nasi fe Trend araid norint ta Program E Page S aap om met o i m 8 m o Financial Task Details _
203. th the estimated number of hours at completion Green EAC is equal or less than 100 of Baseline budgeted hours Yellow EAC is between 100 and 105 of Baseline budgeted hours Red EAC is more than 105 of Baseline budgeted hours Resource Assignment This is a calculated stoplight which compares determines the quality of the resource planning at task level assignments for a customer project Green Less than 25 of all assignments in next 6 weeks are still on roles Yellow More than 25 of all assignments in next 6 weeks are still on roles Red More than 50 of all assignments in next 6 weeks are still on roles WBS Quality This is a calculated stoplight which determines the quality of the project Work Breakdown Structure by calculating the average work ETC on assignments within the next 8 weeks based on the assumption that the project shall be broken down in work packs of manageable size between 150 and 200 hours Green Average work pack ETC is less than 150 hours Yellow Average work pack ETC is size is between 150 and 200 hours Red Average work pack ETC is more than 200 hours FFT Initialised This stoplight indicates whether the project has been initialised in the Financial Forecasting Tool FFT Stoplight will be Red until the project has been initialised Green project has been initialised Yellow N A Red project has not been initialised Cost Budget Overrun
204. the rules and colours governing them Main Project Properties Project Main Dashboard Financial Dashboard Change Orders Labour Overview Project Performance Project Satisfaction Survey Project Dashboard Project Main Dashboard Show Help Project Key Information Project Key Information Project ID Project Name Project Main Stoplights P 3165816 3165816 BP Quad 204 SURF ICSS Provision Of Integrated Control and Safety System for the Subsea SURF on the BP Exploration Operating Company Limited UK Quad 204 Project Overall Project Status Estimated Hours Budget Overrun Risk Ranking Schedule Performance WBS Quality Description EET Ref Number LEIC1220031 PATT ID 6 Mark Carter Ed Baker 07 Sep 2014 Project Mana Resource Assignment FFT initialised Lead Engineer Project Last Baselined EET Proposal Number PATT ID 0 00eseoo Displaying 1 7 of 7 Displaying 1 8 of 8 Main Project Properties Project Main Dashboard Financial Dashboard Change Orders Labour Overview Project Performance Project Dashboard Financial Dashboard Show Help Actions w Project Key Information Project Key Information Project ID Project Name Description Project Manager Project Financial Stoplights Value Stoplights 23450006 SAIPEM CONTRACTING NIGERIA LTD_Southern Swamp Associated Gas Gathering Cost Budget Overrun Cash Position S Forecasted Invoices Imbalance Viv Kukami Project Accounts EAC and Too
205. this project in the risk identification activity shall therefore be qualified with regards to probability and impact The result of the qualitative risk analysis step will be a score calculated as Probability x Impact for each PMBok Project Management Body of Knowledge Templates PM RR Risk Register Tools risk Probability and Impact scales run from Very Low to Very High resulting in a risk score between 0 50 Clarity User Manual for the Project Manager according to the Px matrix below Clarity Enterprise Projects Tool Impact BY gn Low Medium 3 High Very High Probability 1 2 5 A Pursuit and Proposal Project Management Procurement sis Using pre defined thresholds the risks can then be divided into three categories e Low score These risks needs to be included on a watch list but do not require further analysis e Medium score These risks need to be brought forward to the next steps of the risk management Site Request process e High score These risks also need to be brought forward to the next steps of the risk management process but these do require a response plan such that the result will be that the risk score of this risks is reduced to either medium or low So atthe end ofthe risk planning process there should not be any risks left in the high category The layout of the pages is aligned with the PMI risk management steps The results of the risk response planning are now in
206. thly Allocation o Rolea May 14 Jun 14 Jul 14 Aug 14 Sep 14 Oct 14 Nov 14 Dec 14 Jan 15 Feb 15 PAS Engineer E a i ee ee ee ee eee PAS Lead Engineer a Ta ss _ _ SS Planner a Ta Project Service Administrator a Ta EE e E E E Project Manager g IA ps a ee e o oO OOOO O O O O OUUU SIS Engineer a Fa SIS Lead Engineer a Ta SureService SIS Support Engineer Ta No Role a Fa Displaying 1 9 of 9 Work Effort Hours k EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 48 of 136 Project ID 4 2 4 Participants On the participants sub tab you can add the Users that can collaborate on the project These are the people that have access to documents discussions and workflows etc Properties Team Tasks Risks lssues Changes Dashboard Staff Project PM M n Staff Detail Filter Systi_ Role Capacity Participants There are no item _ p Add Ac Requisitions Favorites Properties Team Tasks Risks lssues Changes Dashboard Project PM Manual Test Team Participants Show Resources Add By Resource ID Add m Last Namea First Name Resource ID Email Company Jog Amber PU_AJ_19 Amber Jog Emerson com Emerson Export Engineering Center
207. to directly manually modify the budget by editing the Assignment Baseline Usage field For this manual entering of the Assignment Baseline Usage data the following rules will apply e Assignment Baseline Usage data can be entered as time varying loading patterns in a tabulated view or as a lump sum e Enter the data in tabulated form may cause the task s Baseline Start and Baseline Finish to change if the tabulated data is modified outside of the range of the previous Baseline Start and Baseline Finish dates e Editing it as a lump sum will create tabulated data spread evenly over the workdays between the task s Baseline Start date and the task s Baseline Finish date if the task has a baseline Otherwise if no baseline dates are available it will be spread evenly over the workdays between the task s Start Date and its Finish Date This will cause per the above logic the task s baseline schedule dates to be implicitly set to these values e Note that the Clear Baseline option in Open Workbench has been disabled to prevent the baseline budgeted values to be cleared 5 7 Work locally with Open Workbench Schedules If you want to work locally on your PC with an Open Workbench schedule you can Check out the project to your local hard disk n EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO
208. tones are identified Against Customer Activities e Ensure Customer Survey stop points are allocated at the appropriate stages in the project e Ensure correct project Calendar is selected for the country in which the project is being performed e Ensure resource allocation is adequate enough to achieve efficient scheduling e Ensure the Transfer Assignments tool is used when moving named resources to resource role activities This includes moving ETC s from named resource to named resource e Ensure activity ID s are sequenced in such a manner that the addition of new activities can take place and the sequence remains in place e Ensure that activities that are designated for Execute in BCEC are correctly identified and communicated to the BCEC Project Manager so the PMO Planner can assign appropriate BCEC resources to the activities e Once the schedule is underway ensure any Rework activities are correctly identified and the appropriate budget assigned to the activity This list is just an indication of project schedule requirements For further instruction on these and many other planning procedures please refer to the PMO Planners Manual n EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revi
209. transfer Cancel resource amp click on the D Name Start_ gt button 1 1 2 3 1124 ee 1 0 0 7 Project Managemen 02 Jan 08 1 1 2 5 1 1 2 6 1 1 3 1 1 3 1 as 7 Keep Baselines Te S EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 102 of 136 Project ID WES Task Name Status Resource Curent Current Pending Current Proposed T h i S t ran sfe rs t h e rema i n i n g Budget Actuals Actuals ETC ETC 24 hours ETC to the new 1 PROJECT CONTROL Started named resource Amit 1 1 E Internal Project Control Started 5 1 1 1 E Project Co ordination Started Honap whilst current actual 1 1 1 1 Project Management Started Honap Amit 24 24 hours 1 6 remain with the Bhowte Sarika 16 00 original resource Sarika ae alx Bhowte 1 1 1 3 112 Transter assignments from this resource to this resource OK 1 1 2 1 Bhowte Sarika BS gt Honan Amit HA 1122 Select tasks and click on the arrow buttons to trarster Cm i23 E Name Stat Fini ee Fini ne a ee 1 1 25 1 1 2 6 1 1 3 1 1 3 1 ell 1 1 3 2 1 gt lt All gt 1 21 Keep Baselines 177 Case 2 b How to transfer the assignment from one named res
210. ttings BCEC Data Resource Requisitions status Report Project Data Recovery Analysis Proje Effectiveness Analysis Not 4vailable Analysis i Not Funded Analysis To edit the project Forecasting properties go to the Setas Home ResetHome Refresh project list search for Sas the project using the Service Maintenance Contracts filter and click on the Filter Show All Save Filter Clear project The project will now open Emerson Produ ct Only Financial ID Status ProjectName Status Active Project Manager Planner As Of Project Type ETC Created By Created Date PM Manual Test PM Manual Hold af Soman Vidish Lump Sum 0 00 Soman 20 5 14 Test Fixed Price Vidish Projects Filter None v Cs Project Name Active Yes _ ProjectID PM Manual Tesi OBS Unit 4 Project Manager B OBS Unit Filter Mode Unit and descendants Project Type Lump Sum Fixed Price as Open for Time Entry All lal T amp E Managed by Emerson T amp E a ey Customer Power Filter Build Power Filter Emerson Product Only Service Maintenance Contracts Filter Show All Save Filter Clear We can filter the projects by using different field as per requirement We can customise the columns on the Projects page in order to view the project properties in single screen without opening the project To configure the columns click on the gear icon on the right hand top corner as highlighted in the above screenshot The
211. tus Open Ly Risk Allowance Risk Allowance Category Select iz Attachments Document Browse El Required E Enter Once Unique Save Save And Return Return Risk Identification e Risk Name Short Name this is displayed on list pages and reports as the short risk identification e Risk ID Unique ID for this risk After saving ID gets locked and cannot be edited e Risk Description Free format text field to describe the risk e Impact Description Describe what will happen if the risk becomes an issue e Impact Date When will the risk have an impact on the project e Risk Class Select the appropriate risk class from the list Business Project Commercial or Technical A EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 61 of 136 Project ID Priority Select the appropriate priority level from the list Low Medium or High Assumptions Document what assumptions have been taken when this risk was defined Qualitative Risk Analysis Initial Probability The likelihood that this risk will occur Available values are 1 Very Low 10 2 Low 20 3 Medium 30 5 High 50 7 Very High 70 Initial Impact The impact of this risk o
212. ty PPM Emerson Process Management Home Favorites Page Properties Content Page Filters Layout Personalize Page Properties ETab Name Project Closure Click Save amp Continue a EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 29 of 136 Project ID Clarity PPM Emerson Process Management Home Favorites Page Properties Content Page Filters Layout Page Overview Tab Project Closure Page Content Click Add to view the available options There is no content to display Restore Defaults Return Select Content Enter the content you A need For example E Title P i Project Closure amp Content ID click on filter Category All en ne Type a E Filter Show All Clear a a Type Category Description Anonymous z res skils_report_ portlet Interactive Business Anonymous Skils Report Skills Repor Intelligence E Average Score EXP CSS GA P4 1 Graph Business Execute Dashboard World Trends Intelligence Area Data Survey Metric Average Score Trends Average Score Z EXP CSS WA_P4_1 Graph Business Executive Dashboard World Trends Intelligence Area Data Survey Metric Average Score Trends Average Score EXP CSS LO P4 1 Graph
213. ual Delivery Date Favorites Tasks Properties v Team Main Properties Subprojects Main Properties Dependencies Baseline Status Reporting Estimating Lessons Learned GP Tracking Project Sell Rates K EMERSON Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Revision A8 2015 Mar 16 Page 33 of 136 iF Favorites Project Name Project ID Properties Home Team Tasks RisksilssuesiChanges Dashboard Project PM Manual Test Properties Main Financial Financial Status Key Financial Properties PM MANUAL TEST Warning Project ID will be locked when project finangi Project ID El Financial Status Department wm tatus is set to Add department first then Location Location B e Open in Scheduler Y Actions v A De activate the financial module by changing the status to Close Project Class JDE users only Oracle users select N A here m This code determines if automatic transfers to the project accounting system take place If you select an Auto Transfer type then use codes with an O for Oracle E for JDE EMA and A for JDE AP To be able to close the financial module on a project the following project conditions must be true e The project ETC must be 0 no remaining work on the project
214. ve as type Microsoft Office Project Document Hide Folders Then map to a directory on your local PC or server and save the file which will be in an MSP format mpp lf the computer you are working on does not have MS Project installed you will see the following amp z nnn EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Revision A8 2015 Mar 16 Page 131 of 136 Project ID Project Name Do you want to save this file E Name 3 T ype Unknown File Type trnclaritytoolbox emersonprogees YVhile files from the Internet can be useful some files can potentially harm your computer If you do nottrust the source do not save this file What s the risk If you see Type Unknown File Type this indicates that the PC you are currently working on does not support this file type In this instance when you select Save the following option MUST be selected TM 2x Save in a Desktop O2 cn My Recent Documents Desktop oy My Documents pai lt My Computer z My Network Pisces First map to a directory on your local PC or server then select Save as type mpp Document from the drop down list Select Save for saving the file as an mpp format for use on computers insta
215. ween Project GP variance and GP Tracking is less than 1000 Yellow delta between Project GP variance and GP Tracking is between 1000 and 10 000 Red delta between Project GP variance and GP Tracking is more than 10 000 e Risk Allowance Balance This is a calculated stoplight which compares the risk allowance defined in Clarity with the risk allowance defined in the project accounting system Green delta between risk allowance in project accounting system and risk allowance defined in Clarity is less than 1000 EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 80 of 136 Project ID Yellow delta between risk allowance in project accounting system and risk allowance defined in Clarity is between 1000 and 10 000 Red delta between risk allowance in project accounting system and risk allowance defined in Clarity is more than 10 000 e Project Accounts EET As Sold Values out of Sync This stoplight compares the initial order value As Sold status in Clarity that is received from EET with the values in the business system Grey when Project Accounts EET As Sold Value 0 Green Absolute difference between order value in Oracle and EET is lt 100 or equivalent local curren
216. when the project list i appears click New SG JBOG MICC Open wf Abaricia Alvinne Site Technical Rex Services Ir Hew from Template Capacity Planning ooo Click Save when all properties are ee mre rm waves ese orc correctly entered to create the project The following information needs to be entered e Complete Calculation Method This field decides the method to calculate the complete of each task and for complete project in turn Manual Complete for each task has to be calculated manually and updated Always needs to be Manual Effort Complete for task is calculated automatically based on budgeted efforts and actual efforts consumed Duration Complete for task is calculated automatically based on Baseline duration and actual duration since start of the task e Assignment Pool This field decides the resource assignment rights i e either from Team members or from Resource Pool It should be always Team Only e Project Name This name appears on all the project pages and project reports as the project title It is recommended to build this name from a combination of the End user Customer Site Project title a EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2
217. y Document based on PMO Template GEN WORD Revision 0 F EMERSON Process Management Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Revision A8 2015 Mar 16 Page 34 of 136 Project ID Project Name Projects Filter None v In the projects list filter include the non active projects in your search Project Name Active ProjectID PM Manual Test OBS Unit Project Manager 1 OBS Unit Filter Mode Project Type Lump Sum Fixed Price Open for Time Entry All gt T amp E Managed by Emerson T amp E Managed by Customer Emerson Product Only Service Maintenance Contracts Show All Save Filter Clear gt Power Filter Build Power Filter m v EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 35 of 136 Project ID 4 WORK WITH A PROJECT IN CLARITY 4 1 Properties Tab r 4 Home Favorites Properties v Team Tasks Risks lssues Changes Dashboard Project PM Manual Test Properties Main Main Properties Open in Scheduler w Actions v Proiect Definition Launch the Open Workbench Workbench Read Write H Workbench Read Only El Project Name PM Manual Test client application
218. y basis debit to the project credit to the home cost centre of the resource CUST_ MRO These projects are customer projects but do not have a corresponding box project in our accounting system Cost will stay in Clarity but can be manually transferred to JDE by local finance NO_AVAIL This is an internal project class and is used for JDE accounting system locations Cost will transferred from the Clarity project to the JDE project on a weekly basis This project class will only be set up by the PMO support office COST_TX Cost TX is used for projects or departments where hours booked to this type of project should result in a cost transfer between two cost centres This cost transfer needs to be done manually by local finance This project class shall normally only be set up by the Cost Centre owners INTERNAL These are internal Emerson projects Hours booked to an internal project will create internal transactions in Clarity but these will not cause financial transactions in JDE These projects do not have any corresponding references in JDE SALES A special class to exclusively identify Sales Support work that has to be recovered to SG amp A Financial processing is same as for COST_TX projects NOTE indicates A for Asia Pacific JDE or E for EMA JDE 2 1 6 Project Class Oracle The Project Class is a financial property that defines the way this project is financially processes in the system each project class is p
219. y change if additional funding is received from the customer Baseline c l The set baseline function De appears like this You can see Project that the Clear function is not selectable This is due to the Emerson patch being installed View Selected Taski Baseline Settings Set Current functionality if the patch is enabled by creating the registry setting The very first time that the baselining function is used in Open Workbench the behaviour is according the standard tool functionality Select Define Baseline when baselining for the first time EMERSON Emerson Process Management Confidential and Proprietary Process Management Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Revision A8 2015 Mar 16 Page 91 of 136 WES 1 4 1 4 01 1 4 07 02 1 4 01 03 1 4 01 04 1 4 01 05 1 4 01 06 1 4 01 07 1 4 01 08 1 4 07 08 1 4 07 10 However as soon as the project has been baselined once the baseline function in Open Workbench is partly disabled any further base lining will not cause the budget baseline Task Name Resource MAO amp Projects To be Won S MAO PROJECTS Change aration Or Project Management Project Manager Froject Lead Engineering Project Engineer Project Administration System Engineering LOCAL System Engineering REMOTE Project Service Administrat
220. y milestones to ensure Satisfaction Survey compliance is achieved e All projects should have S4 applied to the schedule regardless of order value size Project Satisfaction survey milestones can be overviewed in GPR9 report LC EMERSON Emerson Process Management Confidential and Proprietary Process Management e You can overwrite this project level Product Group Code at the task level in the project Tasks tab search for the specific task and define the specific Product Group Code for this task Any booking to this task is now charged to this specific Product Group Code An example of this method is a DeltaV project with some AMS related activities the project can now be defined as a DeltaV project project level Product Group Code and only the AMS related tasks are configured with the AMS Product Group Code at the task level Document based on PMO Template GEN WORD Revision 0 Clarity Enterprise Project Tool User Manual For The Project Manager Emerson Doc Number Project Name Revision A8 2015 Mar 16 Page 12 of 136 Project ID 2 1 5 Project Class JD Edwards The Project Class is a financial property that defines the way this project is financially processes in the system each project class is processed differently CUST_ PRJ These customer projects correspond to a box project in our accounting system JDE Cost will automatically be transferred from the Clarity project to the JDE project on a weekl

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