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USER MANUAL

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1. osssssnnsnnnsssssssssseennnsssssssserersssssssssserressssssssses 62 6 2 4 Modifying the properties of an existing WP eececccccccceceeseseeeseeeeceeeeeasaeeeees 62 oe ammo MP aeii ee eee ee eee nee ane ee nee ee 63 020 Paice cs WP REPOT scstoedacocasa case rine ALET A 64 Cr DEE Paseo cscs A E A 65 OS NB SC taO esen E T ETE 66 Oa STC AU ACV WD o a E E E E 67 G32 Searching WBS Seger racers piinab ei a E an pete anyon eee cease aeenionapoeaeeaness 70 MANATEE User Manual Eractal Issue 1 D 6 3 3 Displaying the properties ofa WBS ssisccosiesnsssssssssacstscrenssuassascvacesancesiavassseaasvcebasseess 74 6 3 4 Modifying the properties of an existing WBS sssnssenssssssssssseenessssssssserressssssssse 75 S VEAN B o E E E E E E E 76 6 3 6 Printing the WBS 1 FOP AO Ms cs essccscedseeasehedsvnsinwckamceateanccedecnaplbeeeshernastiansbaoeandeaeees oT DY 60 5202 kd ee nen ee SRP en ee ne ee 78 64 WBS Report adininistrati OM ssecsccencesacossncssinaveseceticasessnonssecsanivensdasnosssionaeedsnacsomewneeetmneees 79 6 4 1 Creating a new WBS Progress Report oisccivcasiccvessveerveseevivedsccasevsseiavsonieaveansevavenvanaves 79 6 4 2 Searching WBS s Progress Report cceccccccceceesseeecceceeeeeeecceesaeeeeecceeeaeeeeeeeeeaas 81 6 4 3 Displaying the information in a WBS Progress Report ceeseccceececeeeeeeeeeeeees 85 6 4 4 Modifying the information in an existing WBS Progress Repotrt cccceeeeeees 86 6 4 5 Pri
2. lt Define the Tomcat Stand Alone Service gt lt Service name Catalina gt lt Define the top level container in our container hierarchy gt lt Engine name Catalina defaultHost localhost gt lt Define the default virtual host gt lt Host name localhost appBase webapps unpackWARs true autoDeploy true xmlValidation false xmlNamespaceAware false gt lt Context path manatee docBase SMANATEE HOME debug 0 gt lt Logger className org apache catalina logger FileLogger prefix localhost manatee log suffix txt timestamp true gt lt Database connector configuration gt lt Resource name jdbc manatee auth Container type javax sql DataSource maxActive 100 maxIdle 30 maxWait 10000 username user m password modificar driverClassName com mysql jdbc Driver url jdbc mysql localhost 3306 S DATABASENAME autoReconnect true gt lt Context gt lt host gt Note the attribute docBase defines the directory for the Web application associated with this lt Context gt This is the pathname of a directory that contains the resources for the MANATEE Web application see the section 3 4 3 3 4 Add libraries to Tomcat Server The MANATEE Web application needs two Jakarta Apache libraries For this you have to add to SCATALINA HOME common lib the followings libraries v Apache Commons Object Pooling Library 1 3 or greater http commons apache or
3. 158 MANATEE User Manual Fractal Issue 1 D 11 USERS MANAGEMENT Users must be first registered in MANATEE to be able to log into the application As Users management MANATEE provides the following functionality Create a new user Modify the properties of a user Deactivate or activate an user access to MANATEE i e MANATEE is usually used integrated with DOCMA FRACTAL Documentation Management Tool Both applications use the same database So the users created in DOCMA or MANATEE could have access to both applications or only to DOCMA depending if the access to MANATEE is activated or not Activate the PTR option for a user 1 e this user should start to fill weekly his her PTR s Unsubscribe a user It is important to remember that only the Administrator has the access rights to create new users to unsubscribe the existing ones to deactivate the MANATEE access and to activate the PTR option Otherwise each user can see their own profile and modify his her properties 11 1 Creating a new user To start working with users select Users tab and then again Users tab in the bar below In order to create a new user select New User tab Only the Administrator can create new users The following form will appear FRACTAL SLNE Fractal not fe eto re Paro naporem Iura arei Cuaity Corio Toca teera tree wer Ubers o Seow Veer Figure 126 Creating a user page 159 Fractal MANATEE User Man
4. A notification will be also sent internally a MANATEE notification and externally an e mail to the corresponding users in order to inform them about the modification of the WP properties The properties of WBS Code have been modified to be sent to the Project managers the WP manager and the WBS responsible Note If for any reason the WBS properties cannot be modified go to the section 13 which provides some guides to troubleshooting problems 6 3 5 Validate a WBS Once the desired WBS is displayed which can be done following the steps described in the section 6 3 2 click the modify print button The project manager must review the information introduced for the WBS responsible and perform any modification if desired as described in 6 3 4 Once the project manager has finished the review and clicks the update button the WBS is validated The notification corresponding to the WBS properties update will be also sent internally a MANATEE notification and externally an e mail to the corresponding users The properties of WBS Code have been modified to be sent to the Project managers the WP manager and the WBS responsible 76 MANATEE User Manual I 1 D Fractal eee Note If the modify print button of the desired WBS is not available go to the section 13 which provides some guides to troubleshooting problems 6 3 6 Printing the WBS information Once the WBS which information is going to be
5. 11 7 Deleting an User Once the User which is going to be deleted is displayed which can be done following the steps described in the section 11 2 click the delete button Only the Administrator has the access rights to delete the user The following window displaying the User properties will appear Sirie a FRACTAL SLNE D Tuip n n 2 portal 23 1 A Fractal E 28231 Les Rozas de Madnd Tel fono 16379640 630737981 tk ia F BOREOGIO notification date Prosci Wacagecrert teran Rescorces Quality Cortrol Tsoi Users ASIST adon Users Not oetorts Usera ef New Dee Search Users tare el delete Figure 140 User properties view gt Click delete If the user is author reviewer and or approver of some documents a warning will be displayed to the Administrator qe PO Pe PD ee as La pogina en hitga Awwwdractahes com dce re i The weer a euthor reveewer and or approver cf tome Gocurnerts Do you realy wart to deleted the uber _ l Lc eptar j Lancelin Figure 141 Warning before deleting a user that the user is author reviewer and or approver of some documents If the warning is accepted the users shall be completely removed from the system 169 MANATEE User Manual Fractal Issue 1 D 12 MANATEE ADMINISTRATION MANTEE provides the tools needed to manage the MANTEE import WBS s backups and restores 12 1 Tools 12 1 1 Import WBS s A set of WBS s can be imported in a
6. Each screen will show 10 users to move among the screens select the other pages numbers or use the arrows that appear in the bottom of the users list lt lt lt 1 2 gt gt gt Figure 138 Page selectors Once the user which is going to start filling the PTR s is displayed click the activate PTR button Note A user must have access to be activated in MANATEE before this option is enabled The following form will appear arn MANAFLI Mer page e C A _ Si Orisiaetvet i Mise wee Ce Ms it nae 1 of et us is Y G i af ka Da fa 6 Ot ne a al M l M t hened Laan i AnA G ACTA Aonaid ii a M wasalt gt a tT tta orm i Fractal 200 4 tes torst se Meow Trist ee S rad A3 r nytte etan sis Poc Mecagerrert h n eona Quy Corto Toot Umn Aoma ar Ueers t hrn Ubora tet tipe Wee gt al J000 08 10 taecel up ete o The Gete wun Se a oae of ee fet poet ater w Pe Loe Tweet COTE Me TM Figure 139 Activate PTR form Fill the following field all mandatory fields are marked with a star Date Introduce any date of the week when the user must start to fill the PTR s gt Click activate PTR The PTR option will be activated for the selected user Note If for any reason the PTR cannot be activated for the selected user go to the section 13 which provides some guides to troubleshooting problems 168 MANATEE User Manual Fractal Issue 1 D
7. MANATEE will check that the status of all document associated to this project is approved or obsolete gt If all related documents are approved or obsolete the project will be finished The project status will change to finished The status of the project documents will be the same status approved or obsolete they had before removing the project gt If there are documents in a different status to approved or obsolete the project cannot be finished In this case the following window will appear to warn the user that the action requested cannot be done 52 MANATEE User Manual Issue 1 D Fractal r A 4 paea FRACTAL SLNE Fractal aotik aethon tate Project Manejemert bienan Hescurces Quality Cantal Toots Users Adruratwicor x Prepects Wr We Wits Hopo VA ery borers Law Foa rosects i of tear A Proyect Figure 19 Warning window to notify the user that the project can not be finished If the project has been finished a notification will be also sent internally a MANATEE notification and externally an e mail to the corresponding users in order to inform that the project has been finished The project Code has been finished to be sent to the Project managers and to the authorized users in the project Note If for any reason the finish button is not available go to the section 13 which provides some guides to troubleshooting problems 6 1 9 Activatin
8. ewes asm Aerei stre Pv Gai te i Figure 11 Project properties view Note If the show or modify buttons of the desired project 1 e the modify button will be enabled instead of the show button when the user is the project manager of this project are not available go to the section 13 which provides some guides to troubleshooting problems 6 1 5 Modifying the properties of an existing project The projects properties include the project general properties and the project dates Both can be modified as described in the following subsections 38 MANATEE User Manual Fractal Issue 1 D 6 1 5 1 Modifying the project general properties Once the project which properties are going to be modified is displayed which can be done following the steps described in the section 6 1 2 click the modify button Only the Administrator and Project managers of the projects to be modified have the access rights to modify the project properties b The current status of the project must be active The following form will appear FRACTAL SINE Fractal red fs s r aoe Pret Vevegerert mar eorne Dea Core teers Unert Bowers tre Figure 12 Modifying the project properties page gt Modify the desired fields taken into account constrains listed in section 6 1 1 Only the fields that are not greyed out can be modified gt Click update The project properties will be modified A notification will be also sent internally a
9. lt init param gt lt param name gt config lt param name gt lt param value gt SMANATEE HOME WEB INF classes com fractal manatee manatee props lt param value gt lt init param gt lt servlet gt 3 4 2 2 manatee props configuration The file manatee props is the MANATEE Web Application configuration file The parameter to configure are the file path is MANATEE HOME WEB INF classes com fractal manatee manatee props o manateePath gt path where you unzip MANATEE Web Application SMANATEE HOME manateePath MANATEE HOME o backupPath gt pathname to save the backups files path user defined backupPath MANATEE BACKUP o mysqlPath gt path to the MySQL Server bin dir S MYSQL HOME is MySQL Server home dir mysqlPath MYSQL HOME bin o mySQLPort gt MySQL port for example 3306 The at the end of the path is mandatory 21 MANATEE User Manual Fractal Issue 1 D mySQLPort 3306 o mySQLHost gt MySQL host name for example localhost mySQLHost localhost o dbName gt MySQL database name by default geco dbName geco o mail smtp host gt Mail SMTP Host name of the company for example mail fractal es com mail smtp host mail fractal es com o mail smtp auth gt TRUE if the SMTP Mail Server need authentication FALSE if not mail smtp auth TRUE o mail smtp user gt e mail user to manage the MANATEE e mail service for example manatee company com
10. 183 MANATEE User Manual Fractal Issue 1 D gt Introduce the MANATEE Web application workdir or select it from a Open dialog by clicking the button i Abrie z Buscar ew C Decurnents v a it oD D _ Fax Lj gegt 0 0 AT lb e My Picteres 1 My Stationery nl My Videos Scaamed Documents Nombre de archivo Archivos de ppo hd Abi Cancelar Figure 163 Open dir window gt Click OK C One of the following information windows will appear If MANATEE Web application were restored the following window will appear Information MANATEE Web Application restore state l MANATEE Web Appecation Shas been restored Aceplar Figure 164 Information confirmation MANATEE Web application restore If MANATEE Web application were not restored the following window will appear Information MANATEE Web Apphcaton rettore ow So MANATEE Vem Appication could not be restored Be sure that you have write permissions in the copy Geectory Aceptar Figure 165 Information error MANATEE Web application restore 12 3 4 MANATEE Documentation Restore Be sure you restored MANATEE Web Application before restore MANATEE Documentation Starting at the Main Window of the application 184 MANATEE User Manual Fractal Issue 1 D f MANATEE Restore Too ho D E fie Restores Heip MANATEE Database Restore MANATEE MySQL Users Restore MANATEE Vieb Application Restore MANATEE Documentation Restore
11. MANATEE USER MANUAL Code MANATEE TEC 001 Issue 1 D Date 10 06 11 AA AN Re by FRACTAL SLNE Number of pages 195 FRACTAL S L N E www fractal es com info fractal es com MANATEE User Manual Fractal Issue 1 D Authors Ana P rez Calpena Emma Mujica Alvarez Maria Luisa Garcia Vargas Revised by Maria Luisa Garcia Vargas Approved by Maria Luisa Garcia Vargas MANATEE User Manual Issue 1 D Fractal Document Distribution List Affiliation MANATEE User Manual I 1 D Fractal eae Acronyms CD Conceptual Design DD Detailed Design PD Preliminary Design PRD PRoDuction Phase PTR Personnel Time Report WBS Work Breakdown Structure WP Work Package MANATEE User Manual Issue 1 D Fractal Change Control Issue Date Section Page LA 16 11 09 JAN Al 06 10 10 3 3 2 14 10 10 10 06 11 Reference Documents Change Description First issue Second issue MANATEE Logo included in the header and front page Security Manager in Tomcat Server section added Import WBS s section added Add new section 12 2 2 Change the restore application aspect with the application logo Add a new field in the MySQL Users Restore window Third issue Import WBS s section modified to include the selection of the operative system where the file to be imported is generated Fourth issue Add parameters for the secure mail SMTP serv
12. biente Ftd JT fl retoy ee li ww asma gmat i 7 i a Lap Sere tais Fest wet Figure 112 PTR information view gt Click delete Note If for any reason the delete button is not available go to the section 13 which provides some guides to troubleshooting problems 8 3 People occupation Taken into account the data introduced in the PTR s MANATEE can provide a summary of the people occupation for a selected period To display the people occupation select Human Resources tab and then People Occupation tab This option is only available to the Human Resources manager and to project managers The following form will appear FRACTAL SLNE Fractal ara Ar at ow tone Eo oml Me ee any Bee ine teh oi ire eem arya ee T Peepte Deena 14e oe ee Bree os Prate te erti Peete 21g cee Figure 113 Display people occupation form 145 Fractal gt MANATEE User Manual Issue 1 D Fill the following fields all mandatory fields are marked with a star User Select a person in the list If the login user is the Human Resources manager all MANATEE users will be available If the login user is a project manager only persons related with the project managed by the login user will be available Period start date Introduce a starting date for the period to be displayed Period end date Introduce an ending date for the period to be displayed Filtered by Select an option in the list Peop
13. gt Click update The user properties will be modified An e mail will be also sent to the Administrator and to the user which properties have been modified in order to inform them about the modification of the user properties The User s properties have been modified As a particular case when the password is modified an e mail will be sent in addition to the previous one to the Administrator and to the user which password has been modified as follows Your password has been modified Note If for any reason the user properties can not be modified go to the section 13 which provides some guides to troubleshooting problems 11 4 Unsubscribing an User First the user that is going to unsubscribe must be displayed select Users tab and then again Users tab in the bar below The Administrator will see all users created into the system which are ordered alphabetically by the first surname Each screen will show 10 users to move among the screens select the other pages numbers or use the arrows that appear in the bottom of the users list lt lt lt 1 2 gt gt gt 165 MANATEE User Manual I 1 D Fractal eee Figure 134 Page selectors Once the user that is going to unsubscribed 1s displayed click the unsubscribe button An e mail will be also sent to the Administrator and to the user which has been unsubscribed in order to inform them about the action done You have been unregistered in MANA
14. gt Scanned Documents Hombre Ge archive Archivos de ppo Figure 185 Open dir window gt Click OK I One of the following information windows will appear If MANATEE Documentation were restored the following dialog will appear Figure 186 Information confirmation MANATEE Documentation restore If MANATEE Documentation were not restored the following window will appear to indicate that the MANATEE Full restore is interrupted MANATEE documentation could not be restored Be sure that you have write permissions in the copy directory Figure 187 Information error MANATEE Web application restore 193 Fractal MANATEE User Manual Issue 1 D 13 TROBLESHOOTING In this section some guidelines are provided to help user troubleshooting the problems that can be encountered 1 A new user project or any other item can not be created This problem could happen whenever the user is trying to add a new user project or any other item without filling all mandatory fields which are identified with an The properties of an existing user project or any other item can not be modified This problem could happen whenever the user is trying to modify the information included in the item without taking into account constrains associated to each field Check the field s definition in each section The desired project can not be displayed If the user is not able to find a particular project 1t could
15. 148 Fractal gt gt MANATEE User Manual Issue 1 D Fill the following fields all mandatory fields are marked with a star Period start date Introduce a starting date for the period to be displayed Period end date Introduce an ending date for the period to be displayed Click search The summary of the global cash flow for the selected period will be displayed Period start date as selected in the previous form Period start date as selected in the previous form Total cash in total cash in in the selected period taking into account the cash in of each project Total cash out total cash out in the selected period taking into account the cash out milestones defined in each project plus the total cost associated to the employees Total net total cash considering the total cash in minus the total cash out 9 2 Graphics Taking into account the information introduced in projects and PTRs MANATEE provides several graphical utilities that helps to visualize different issues such as Ocupation of the users Real and planned manpower distribution in the different projects Cash flow overviews Budget charts 9 2 1 User occupation pie charts To have a visual image of the people occupation for a selected period select Tools tab then Graphics tab and finally User Occupation Pie Charts tab This option is only available to the Human Resources manager and project managers The
16. A notification will be also sent internally a MANATEE notification and externally an e mail to the corresponding users in order to inform them about the modification of the WP properties The properties of WP Code have been modified to be sent to the Project managers and the WP manager Note If for any reason the WP properties cannot be modified go to the section 13 which provides some guides to troubleshooting problems 6 2 5 Printing the WP details Once the WP which properties are going to be printed is displayed which can be done following the steps described in the section 6 2 2 click the modify print button Only project managers of the project associated to the WP and the WP manager of this particular WP have the access rights to print the WP properties The current status of the project must be active The WP properties will be displayed gt Click print WP button A summary of the WP properties that contains the following information will be generated WP code as defined in the WP properties WP title as defined in the WP properties 63 MANATEE User Manual Fractal Issue 1 D WP manager as defined in the WP properties WP project as defined in the WP properties WP description as defined in the WP properties The WP details can be printed or saved in pdf format Note If for any reason the modify print button is not available go to the section 13 which provides s
17. MySQL Connector J 5 0 or greater http dev mysql com downloads Tomcat Server 5 5 or greater http tomcat apache org e mail account through SMTP protocol to manage the MANATEE mail service 3 2 MySQL Server configuration After MySQL Server is installed there are a couple of parameters to be modified at my ini MySQL options file in order to have working properly the MANATEE database The options to add or modify are described in the following lines Character set and collation Add the following lines in the options file mysql default character set utf8 mysqld default character set utf8 dera lt collation tio general ci max allowed packet Add the following lines in the options file mysqld max allowed packet 100M 14 MANATEE User Manual Fractal Issue 1 D Note When a MySQL client or the mysqld server receives a packet bigger than max allowed packet bytes it issues a Packet too large error and closes the connection If it happens the max_allowed packet value can be increased from 100 MB to as much as IGB 3 3 Tomcat Server configuration After Tomcat Server is installed the server must be configured 3 3 1 Security JDBC Realm A JDBCRealm is accesses authentication information stored in a relational database accessed via a JDBC driver To configure the JDBCRealm for the MANATEE Web application v add the following lines in the file CATALINA HOME conf server xml onl
18. The project plan summary can be printed or saved in pdf format 6 1 7 2 Project plan The project plan contains the following information Project code as defined in the project general properties Project title as defined in the project general properties Project managers as defined in the project general properties Start planned date as defined in the project dates Start real date as defined in the project dates End planned date as defined in the project dates 43 Fractal MANATEE User Manual Issue 1 D End real date as defined in the project dates Information about each WP associated to this project which includes O O WP code as defined in the WP properties WP title as defined in the WP properties WP manager as defined in the WP properties WP project as defined in the WP properties Scope as defined in the WP properties Description as defined in the WP properties Information about each WBS associated to this WP which includes WBS code as defined in the WBS properties WBS title as defined in the WBS properties WBS responsible as defined in the WBS properties WP manager as defined in the WBS properties WP project as defined in the WBS properties Scope as defined in the WBS properties Description as defined in the WBS properties Goal as defined in the WBS properties Inputs as defined in the WBS properties Tasks as defined in t
19. active The following window displaying the action properties will appear FRACTAL SLNE Fractal ow Be oe awe 7 a Usam lt y Senses oe Cran wee ee arn tare me b tura Figure 95 Action properties view Click delete A notification will be also sent internally a MANATEE notification and externally an e mail to the corresponding users in order to inform them about that the action has been deleted The action Code has been deleted to be sent to the Project managers and the WP managers of the associated project the Quality Manager and the assigned person to this action Note If for any reason the delete button is not available go to the section 13 which provides some guides to troubleshooting problems 131 MANATEE User Manual I 1 D Fractal eae 8 HUMAN RESOURCES TOOLS MANATEE provides several capabilities that have been designed to facilitate the human resources activities that are usually performed in any organization These capabilities includes Define and maintain the hourly cost of the people working in the organization Provide the PTR Personal Time Report forms to be filled by the people working in the organization Summarize taken into account the data introduced in the PTR s the people occupation for a selected period It is important to remember that each user can only do actions on the actions according to the access rights that this particular user has see sec
20. see section 14 for more information about which code patterns can be used DEL PC nnn where DEL is the acronym of Deliverable PC will be the project code of the project assigned to the Deliverable nnn will be a sequence number that is automatically generated by the application o Description Introduce a description of the deliverable content This is a text field and the maximum length limit is 300 characters 68 Fractal MANATEE User Manual Issue 1 D o Delete Click this box to delete the Deliverable Start planned date Introduce the planned start date for the WBS or select a start planned date from a milestone of the associated project Start real date Introduce the real start date for the WBS or select a start real date from a milestone of the associated project End planned date Introduce the planned end date for the WBS or select an end planned date from a milestone of the associated project End real date Introduce the real date for the WBS or before the WBS is really ended the date when it is estimated than the WBS is going to end or select an end real date from a milestone of the associated project WBS predecessor Introduce as many WBS predecessors as desired A WBS predecessor is introduced clicking the Add WBS predecessor button and filling the following fields o WBS Select the WBS predecessor from the list Only WBS existing in this particular project are available in the list o Dele
21. to the corresponding users in order to inform them that the WBS Progress Report has been deleted The WBS Code Progress Report period Period start date Period end date has been deleted to be sent to the Project managers the WP manager and the WBS responsible 88 MANATEE User Manual Fractal Issue 1 D 6 5 Milestones administration MANATEE provides the capabilities required to manage the milestones that are defined in a project From the milestones management point of view MANATEE provides the following functionality Create anew milestone Search milestones using different criteria Display the complete or filtered milestone list Display the milestone properties Modify the definition of a milestone Delete a milestone It is important to remember that each user can only do actions on the milestone according to the access rights that this particular user has see sections 4 or 5 2 for more information 6 5 1 Creating a new Milestones To start working with milestones select Project Management tab and then Milestones tab In order to create a new milestone select New Milestone tab Only project managers have the access rights to create new milestones The following form will appear FRACTAL Si nE Fractal stat tate P a Ueeuege ore en Ss eer oe kaly Coe jeee i Jre os Wiesteces ae i oom Wow Weestoce etd Moet e Figure 51 Creating a Milestone page gt Fill the fol
22. 2 S58 nottcenoe date Praect Mecegemeret Horen Rescerces Qoriy Coster Taob Users AOAO Peers Notfcsto s Toores Sl Uew User Seerch Users ro Dere wrist ty rer eesbras nhe helede deactrrate MANATIT roedity activete VIR Figure 131 Example of a filtered users list Note If the desired user does not appear in any screen go to section 13 which provides some guides to troubleshooting problems 11 3 Modifying the properties of an User First the user which properties are going to be modified must be displayed select Users tab and then again Users tab in the bar below The Administrator will see all users created into the system which are ordered alphabetically by the first surname Each screen will show 10 users to move among the screens select the other pages numbers or use the arrows that appear in the bottom of the users list lt lt lt 1 2 Figure 132 Page selectors Any other user will see only his her own user Once the user which properties are going to be modified is displayed click the modify button The following form will appear 164 MANATEE User Manual Issue 1 D Fractal A i et FRACTAL SLNE Fractal ramets ghar ta Pee Usagre harrar lepar oe Aai Cerri twee Users Biter et n fermi se Gels Figure 133 Modifying the user properties page gt Modify the desired fields taken into account constrains listed in section 11 1 Only the fields that are not greyed out can be modified
23. A notification will be also sent internally a MANATEE notification and externally an e mail to the corresponding users in order to inform them about the creation of the WP New WBS Code Progress Report created to be sent to the Project managers and the WP manager associated to this WBS A notification could be also sent internally a MANATEE notification and externally an e mail to the corresponding users in order to inform them about a WBS delay whenever the End real day exceeds the End planned day The responsible of the WBS Code reports a delay to be sent to the Project managers and the WP manager associated to this WBS A notification could be also sent internally a MANATEE notification and externally an e mail to the corresponding users in order to inform them about the WBS has been finished 1 e the percentage of completion is 100 The WBS Code has been finished to be sent to the Project managers the WP manager associated to this WBS and the WBS responsible Note If for any reason the WBS Report cannot be created go to the section 13 which provides some guides to troubleshooting problems 6 4 2 Searching WBS s Progress Report To start looking for WBS Reports select Project Management tab and then WBS s Reports List tab The complete list of WBS Reports that the current user can see will be displayed 81 MANATEE User Manual aa Issue 1 D Fractal A 4 oe e PR
24. MANATEE notification and externally an e mail to the corresponding users in order to inform them about the modification of the project properties The properties of the project Code have been modified to be sent to the Project managers and to the authorized users in all document versions Note If for any reason the project properties cannot be modified go to the section 13 which provides some guides to troubleshooting problems 39 MANATEE User Manual Fractal Issue 1 D 6 1 5 2 Modifying the start and end dates of a project Once the project which dates are going to be modified is displayed which can be done following the steps described in the section 6 1 2 click the change dates button Only the Administrator and Project managers of the projects to be modified have the access rights to modify the project dates The current status of the project must be active The following form will appear FRACTAL SLNE Fractal PVI lt aor late Prem Marejeree Asnar ippa riet Aray 20 Ors met Liners Myrar ste Prodi Yr eR WES Faret Wipere ah Pira Pi DIIGI 15 DLi i is spiata prupestieos Figure 13 Modifying the project dates page Modify the desired fields taken into account constrains listed in section 6 1 3 Only the fields that are not greyed out can be modified gt Click update The project dates will be modified Note If for any reason the project properties cannot be modified go to t
25. Restore Step 2 MANATEE Web apopication bockup ffe to restore Restore to AE the MANATEE woekdek Figure 178 MANATEE Full Restore Step 2 window E Fill the information about the MANATEE Web application backup file as well as the MANATEE Web application workdir SMANATEE HOME In the MANATEE Full Restore Step 2 dialog see fig 169 gt Introduce the MANATEE Web application backup file or select it from a Open dialog by clicking the button 190 MANATEE User Manual Fractal Issue 1 D Aber Buscar en S Documents Far CS geo 0 0 C My Music CA My Pictures C My Stationery CA My Videos C caaned Documents Nombre Ge archivo Archivos de tipo Cancetar Figure 179 Open file window gt Introduce the MANATEE Web application workdir or select it from a Open dialog by clicking the button Abrit s ja Buscar en _ Documents fa 5 gegi 00 CS My Music My Pictures A My Stationery My Videos _ Scanned Documents Hombre Ge archivo Archivos de tipo Figure 180 Open dir window gt Click OK F One of the following information windows will appear If MANATEE Web application were restored the following dialog will appear Information MANATEE Web Application restore bask 1 MANATEE Web Appacation has been restored Aceptar Figure 181 Information confirmation MANATEE Web application restore If MANATEE Web application were not restored the follow
26. The code of the project associated to the WP Code The code of the WP Title The title of the WP WP manager The manager of the WP Show Modify print Two different action buttons can appear in this position The show button displays the WP properties The modify print button allows modifying the WP properties and printing the WP details WP report The WP report button allows printing a summary of the WP and associated WBS s information Delete The delete button allows removing the WP completely from the system The actions buttons of each WP will not be enabled 1 e they will be displayed as greyed out according to the access rights of the user that has login into the system The WP s are always arranged by the code Each screen will show 10 WP s to move among the screens select the other pages numbers or use the arrows that appear in the bottom of the WP s list 59 Fractal MANATEE User Manual Issue 1 D Figure 25 Page selectors In order to search a particular WP or to constrain the number of WP to be displayed select Search WP tab The following form will appear Fractal oemtcaeton dete FRACTAL SLNE Project Manaegernert hoer Geeouces Oua y Cortu Toot Users ji weat sor sear b Figure 26 Search WP form gt Fill as many fields as desired in order to filter the WP list Project Introduce any number of alphanumerical characters this is not case sensitive an
27. Tools import Misiones moot Fs meer WOSs oy pe prn por gt he database Te Viesicre te peg ste oo p p ne Dti T ang i mrt M estome records tur Th ept Tet po Cs came t r m f r gt comdail mjeri Mido ater re uriia Figure 144 Importing Milestones As explained in the form the text file where the information about each particular milestone is included must be prepared before filling the import Milestones form A template of this text file is available in the import Milestones page see note at the page bottom Please follow the instructions included in template file to fill it correctly Once the template file has been filled the text file which will be finally imported must be generated as 172 MANATEE User Manual Fractal Issue 1 D follows this instruction are provided for OpenOffice Calc a similar sequence could be used with other application in order to generate the text file with the required format Inthe Archive menu select Save as and the CSV text filter Select Kept current format Choose Unicode UTF 8 as character set Tab as field delimiter and as text delimiter Once the text file is prepared we can proceed to import the milestones as follows gt Fill the following field mandatory fields are marked with a star Choose the operative system used to generate the text file Select an Operative system Windows Linux or Mac Os in the list Ch
28. Two graphs will be displayed 150 MANATEE User Manual Fractal Issue 1 D Emma Mujica Hours Distribution Period 7 01 2009 12 01 Emma Mujica Real Spent Moers Distribution nF 30 00 mma Mujica Planned Hours Distribution j wt Figure 117 User occupation pie charts example The upper one shows the real spent hours distribution and the lower one shows the planned spent hour distribution for the selected user and the selected period The graphs can be saved prined or their properties modified as described in section 6 1 7 3 9 2 2 Project manpower pie charts To have a visual image of the hours spent in a project for a selected period grouped by users or WP s select Tools tab then Graphics tab and finally Project manpower Pie Charts tab This option is available to the Human Resources manager and project mangers The following form will appear te amp oo ye gt o i b See t Mene t wa tea ta ome ttl M puer gt gt Fractal _ aes sas o Ma sasta ao ae Pel Mer a M O Gu i a A te ee ame See eee Pe Dwa Awa aaye Pe Chofe Cet fhe Chere Sete Beet Cher het pee ee Ce epee Me Fae Gee bee ue Se a ee pe ee t el ee poal il en AYG agal h ao MS ae M T aa Aa u aR a magm wy AP afee earn rpn fe mea eo hast t a Iaa ot Amr P Figure 118 Project manpower pie charts form 151 MANATEE User Manual Fractal Issue 1 D Fill the following fields all mandatory fields a
29. WP properties view gt Click delete The WBS s associated to the WP will be also deleted A warning about this fact will be displayed to the user to confirm that the WP must be deleted The page at herp dll Bi dinaserver com says This WP has associated some WES s Do you really want to delete Ge WP and the associated WES s Lane OK Figure 32 Warning before deleting a WP with associated WBS s A notification will be also sent internally a MANATEE notification and externally an e mail to the corresponding users in order to inform them about that the WP has been deleted The WP Code has been deleted to be sent to the Project managers and the WP manager A notification will be also sent internally a MANATEE notification and externally an e mail to the corresponding users in order to inform them about that the WBS has been deleted if any The WBS Code has been deleted to be sent to the Project managers the WP manager and the WBS responsible Note If for any reason the delete button is not available go to the section 13 which provides some guides to troubleshooting problems 6 3 WBS administration MANATEE provides the capabilities required to manage the WBS s that are defined in a WP From the WBS management point of view MANATEE provides the following functionality Create anew WBS 66 MANATEE User Manual Fractal Issue 1 D Search WBS using different criteria Displa
30. a rac f 242 Laa Ancas Co Meow n Tione SIG 7RGS 6307 I9EL VASATEL ote CP eles7eLor moiicsosn dwe Posa Mawucement umar Ascowces Caity Aree ten ae Anot Como foe Cobes ew mona Pine Peete Oropa Heer Pere SSP C8 PTE het Mew PTR Seo PTS pa ov TOS 1 O48 rare TO U poret a ered SOA Tos ee ee woe 2000 tiaa r wta 2 11 Ce md OO 1 Oe ot eaarch sere 271 aerea D000 1124 eae E a AAO AA s Figure 108 Example of a filled search PTR form and the list of PTR s displayed would be the following one Masa tl Wer nege a gt e gt A a wD Oia Amuia n mapro Gem ese to eT a aes g a eh M l Ull M M Gl ope woot FRACTAL SUNE F i Cy Tipis oL porte LA jra rac E DRI ioe tocat Ge Metra r tal Pierreeee 47TA WA s EL hes OF sheer eat diie Peet Mesegerert n ere OG Corte D M Arete a Fa OTR Peete Cee HR mii corp PTO het Kaew PTR Seeha oe U ees eree ee ee 2t npe peso mear i s ti Ei t Figure 109 Example of a filtered PTR s list Note If the desired PTR does not appear in any screen go to the section 13 which provides some guides to troubleshooting problems 8 2 3 Displaying the PTR information Once the desired PTR is displayed which can be done following the steps described in the section 8 2 2 click the show button note the Human Resources manager will have available the modify button to visualize the PTR Other users will have available the modify butto
31. account constrains listed in section 6 6 1 Only the fields that are not greyed out can be modified gt Click update The Cash milestone properties will be modified A notification will be also sent internally a MANATEE notification and externally an e mail to the corresponding users in order to inform them about the modification of the Cash milestone properties Cash Milestone Code properties have been modified to be sent to the Project managers of the project associated to the Cash milestone 102 MANATEE User Manual Fractal Issue 1 D Note If for any reason the Cash milestone properties cannot be modified go to the section 13 which provides some guides to troubleshooting problems 6 6 5 Deleting a Cash Milestone Once the Cash milestone which is going to be deleted is displayed which can be done following the steps described in the section 6 6 2 click the delete button Only project managers of the project associated to the milestone have the access rights to delete the Cash milestone The current status of the project must be active The following window displaying the Cash milestone properties will appear FRACTAL SINT Fractal Figure 68 Cash milestone properties view Click delete A notification will be also sent internally a MANATEE notification and externally an e mail to the corresponding users in order to inform them about that the Cash milestone has been deleted C
32. also sent internally a MANATEE notification and externally an e mail to the corresponding users in order to inform them about the WBS has been finished 1 e the percentage of completion is 100 The WBS Code has been finished to be sent to the Project managers the WP manager and the WBS responsible Note If for any reason the WBS properties cannot be modified go to the section 13 which provides some guides to troubleshooting problems 6 4 5 Printing the WBS Progress Report Once the WBS Report that is going to be printed is displayed which can be done following the steps described in the section 6 4 2 click the modify print button Only project managers of the project associated to the WBS the WP manager associated to the WBS and the WBS responsible have the access rights to print the information included in the WBS Progress Report The current status of the project must be active The content of the WBS Report will be displayed gt Click Print WBS Progress Report button A summary of the WBS report that contains the following information will be generated WBS code as defined in the WBS Report WBS title as defined in the WBS Report Responsible as defined in the WBS Report Period covered as defined in the WBS Report Start date real as defined in the WBS Report Start date estimated as defined in the WBS Report Estimated Completion as defined in the WBS Report Total
33. authorized to the project including project managers and WP manager associated to the WP have the access rights to display the properties of this WP The WP properties will be displayed FRACTAL SLNE Fractal fatten aat date Pitq lt Merce meri a a Sore Jay TE Tma te tre of Cu Figure 29 WP properties view Note If the show or modify buttons of the desired WP 1 e the modify button will be enabled instead of the show button when the user is a project manager of this project or the WP manager are not available go to the section 13 which provides some guides to troubleshooting problems 6 2 4 Modifying the properties of an existing WP Once the WP which properties are going to be modified is displayed which can be done following the steps described in the section 6 2 2 click the modify print button Only Project managers of the project associated to the WP have the access rights to modify the WP properties The current status of the project must be active The following form will appear 62 MANATEE User Manual Issue 1 D Fractal t FRACTAL SLNE Fractal rotfe sation date Propet Maregerrent hrar Iryor les Datt Corts Toon wn Arar ewn p ae dat p wr Figure 30 Modifying the WP properties page gt Modify the desired fields taken into account constrains listed in section 6 2 1 Only the fields that are not greyed out can be modified gt Click update The WP properties will be modified
34. be created go to the section 13 which provides some guides to troubleshooting problems 6 1 2 Searching projects To start looking for projects select Project Management tab and then Projects tab The complete list of projects that the current user can see will be displayed ann manne TH Wee page ev Veeeet Cotten eeted Latest Goatees A Gee A all ll f Th Tetea ji a E FRACTAL SANE Fractal tta sar date Pom Wenegerere himen ia Qoy Comm Tow Lses Green eter a Pa WH WET WHE A Sikes CM C Feyat ot Seer h Pees t ager gt EES CS ee EE i ee ax a Mst Vi baka wre S t a a Sage eee e advan gt i a Peai uive i aegis career we ira pr teto gt a ai omit ty date ez E we ca e 5 a s Figure 5 Projects List As shown in the figure the following issues could be available for each project in the list Code The code of the project Title The title of the project 33 MANATEE User Manual I 1 D Fractal eee Status The current status of the project Show Modify Two different action buttons can appear in this position The show button displays the project properties The modify button allows modifying the project properties Finish Active Two different action buttons can appear in this position The finish button allows finishing the project So the project will be archived and it will not be active any more 1 e any new document can
35. can be executed from any WEB Browser So in order to start the application first start a WEB browser instance in your machine and then type the MANATEE address into the address text box as follows http CompanyWebServer manatee The following Login web page will appear MANATEE Paa ee os Fractal Figure 1 Login web page gt Introduce the Username gt Introduce the Password gt click Login If the login information is correct the MANATEE initial web page will be opened Pajer Maregemernt ftera Aenm Qey Como bo U Ar Pepan WE A m Cau Pte rert iy Seem Properts Figure 2 Initial web page ay MANATEE User Manual Fractal Issue 1 D 5 2 Accessing the data according to the User access rights In order to provide the functionality described in section 2 MANATEE provides access to the following data sets gt Projects Definition of the projects WP s Milestones Cash Milestones WBS s WBS reports gt Project quality control Risks Non conformities Actions gt Human resources User s hourly cost PTRs gt Users gt Notifications gt Backups The access to each data set is quite straight forward following the corresponding tab in the main bar in most of the MANATEE web pages gt To manage project data select the Project label The projects are defined and managed as described in section 6 gt To perform actions related with the
36. following form will appear The application computes the employees cost taken into account full months inside the selected period for all users that have already defined an hourly cost 149 MANATEE User Manual Issue 1 D J Fractal E y 4 FRACTAL SLNE Fractal rem tr etor Gate Moaect Maragetwrt Harman Mecorvces Quady Corba Toots Liners Annan ston we Graptece User Citapen Pee Charts rie ar geewer Fu wt ov ee 4 bite aak Pee y eer oa Figure 116 User occupation pie charts form gt Fill the following fields all mandatory fields are marked with a star User Select a person in the list If the login user is the Human Resources manager all MANATEE users will be available If the login user is any other user only persons related with the project managed by the login user will be available Period start date Introduce a starting date for the period to be displayed Period end date Introduce an ending date for the period to be displayed Group by Select an option between the following ones o All projects to display the user occupation in all projects where the user is working for the selected period o A project to display the user occupation in a particular project In this option the following fields must be filled Project Select the project in the list Filter by Select an option in the combo box the user occupation can be grouped using WP s or WBS s gt Click OK
37. following form will appear 161 MANATEE User Manual Issue 1 D Fractal FRACTAL SLNE Fractal F 28231 Las Rozas de Mad notMcahoe date Progci Wenesererc Harar Sescerces Gusty Corrs Toot Users Asra eter Peers otra ats sora tet New User Search Users serch Figure 129 Search users form gt Fill as many fields as desired in order to filter the user list Name Introduce any number of alphanumerical characters this is not case sensitive any user which contains this sequence of characters in its name will be selected Surname 1 Introduce any number of alphanumerical characters this is not case sensitive any user which contains this sequence of characters in its surname 1 will be selected Surname 2 Introduce any number of alphanumerical characters this is not case sensitive any user which contains this sequence of characters in its surname 2 will be selected E mail Introduce any number of alphanumerical characters this is not case sensitive any user which contains this sequence of characters in its e mail will be selected User Introduce any number of alphanumerical characters this is not case sensitive any user which contains this sequence of characters in its user will be selected Organization Introduce any number of alphanumerical characters this is not case sensitive any user which contains this sequence of characters in its organization will be selected Location Introduce a
38. happen that this user have not the required access rights Check with the Administrator or the Project managers of that particular project that the user has been authorized to this project as Project manager Authorized to all documents or Authorized only to approved version The desired item WP WBS etc can not be displayed If the user is not able to find a particular item it could happen that this user have not the required access rights to visualize the associated project Check with the Administrator or the Project manager of the project associated to this item that the user has been authorized to this project Authorized to all documents or Authorized only to approved version The desired button ts not enabled or not displayed If a user wants to do a particular action and the desired button is not enabled or not displayed the following questions can be raised Has the user the access rights to do this action i Check again the information about permissions given to perform this particular action in the corresponding section The role that must have a user before performing an action is indicated in the section where each particular action is described ii Check with the Project manager or with the Administrator to confirm that the user has the access rights to perform the desired action Is the project or item currently in a status that allows doing this action 1 Projects and items have constrains as described in t
39. has been created to be sent to the Project managers and WP manager A notification will be also sent internally a MANATEE notification to the corresponding users 1n order to inform them about they are designed project manager You have been named manager of the WP Code to be sent to the WP manager Note If for any reason the WP cannot be created go to the section 13 which provides some guides to troubleshooting problems 6 2 2 Searching WP s To start looking for WP s select Project Management tab and then WP tab The complete list of WP that the current user can see will be displayed 58 MANATEE User Manual Issue 1 D Fractal 4 a J T a marr ee FRACTAL SLNE Fractal be rotit aston awe Propet Marck tere lanme Arena et Ouaiiy Coren Toots User 4 Rare 63 ahi yee WR Wes Wes Apaor Melretteetes Lae File W s tet New WP Search Ws WP Reppert eisie Ga WPPio Win Pd Paer Ana wae Ii wee Report i e a oe a G ie a a et dl Ay ee ee a l oe ta J deteta re om Fa p f m matiit y vert tae roe MA ww WP Repert delete rier esdig TET WPTST4ee Coweptai dmg Peres Ane WP Report detete erie re r rey i rrendily lt 7 fat oo w ay Deas war Are WP Repat detete nih aani anm Acme TS WATSTO Owai fe Pew modify a vous e WP Report detet e Figure 24 WP List As shown in the figure the following issues could be available for each WP in the list Project
40. in the WBS properties Software resources as defined in the WBS properties Sub contracts as defined in the WBS properties Cost associated to the manpower as defined in the WBS properties 11 MANATEE User Manual Fractal Issue 1 D Cost associated to other resources as defined in the WBS properties completion as included in the WBS properties The WBS information can be printed or saved in pdf format Note If for any reason the modify print button is not available go to the section 13 which provides some guides to troubleshooting problems 6 3 7 Deleting a WBS Once the WBS which is going to be deleted is displayed which can be done following the steps described in the section 6 3 2 click the delete button Only project managers of the project associated to the WBS have the access rights to delete the WBS The current status of the project must be active The following window displaying the WBS properties will appear FRA IAL SLM Fractal i mi Aste P o ihercege rend hera heene es sat one ors tet ee ae Figure 41 WBS properties view gt Click delete A notification will be also sent internally a MANATEE notification and externally an e mail to the corresponding users in order to inform them about that the WBS has been deleted The WBS Code has been deleted to be sent to the Project managers the WP manager and the WBS responsible Note If for any r
41. mail smtp user manatee company com o mail smtp password gt e mail user password to manage the MANATEE e mail service mail smtp password password o mail from gt e mail user to manage the MANATEE e mail service for example manatee company com mail from manatee company com In the case the mail SMTP server is secure SSL you have to add this others parameters o mail smtp port gt Mail SMTP port for example 465 mail smtp port 465 o mail smtp socketFactory por gt Mail SMTP socketFactory port for example 465 It is the same that in the paremeter mail smtp port mail smtp socketFactory port 465 o mail smtp socketFactory class gt Mail SMTP socketFactory class The value for this parameter has to be javax net ssl SSLSocketFactory mail smtp socketFactory class javax net ssl SSLSocketFactory 22 MANATEE User Manual Fractal Issue 1 D Note If you change the user and or password of the generic user_m user you have to change the username and or the password values in the manatee props parameter userAdmin and or passwordAdmin 3 4 3 Start the Services After the configurations the MySQL Server and Tomcat Server services have to be started or restart if the services were started before V Start Restart MySQL Server V Start Restart Tomcat Server 23 MANATEE User Manual Fractal Issue 1 D 3 55 MANATEE Restore Installation The MANATEE Restore application is a Java application to ma
42. manager and the assigned person to this particular action have the access rights to modify the information of the action The current status of the project must be active The action information will be displayed gt Click Print Action button A summary of the action that contains the following information will be generated Code as defined in the action properties Title as defined in the action properties Project as defined in the action properties Creation date as defined in the action properties Modification date as defined in the action properties Due date as defined in the action properties Assigned to as defined in the action properties Description as defined in the action properties State as defined in the action properties Conclusions as defined in the action properties The action details can be printed or saved in pdf format Note If for any reason the modify print button is not available go to the section 13 which provides some guides to troubleshooting problems 7 3 6 Deleting an action Once the action which is going to be deleted is displayed which can be done following the steps described in the section 7 3 2 click the delete button 130 MANATEE User Manual Fractal Issue 1 D Only project managers of the project associated to the action and the Quality manager have the access rights to delete the action The current status of the project must be
43. manpower exceeded as defined in the WBS Report End planned date exceeded as defined in the WBS Report Period spend manpower as defined in the WBS Report Total spent manpower as defined in the WBS Report Total assigned manpower as defined in the WBS Report Period spent other cost budget as defined in the WBS Report Total spent other cost budget as defined in the WBS Report 87 MANATEE User Manual Fractal Issue 1 D Comments as defined in the WBS Report The WBS Report can be printed or saved in pdf format Note If for any reason the modify print button is not available go to the section 13 which provides some guides to troubleshooting problems 6 4 6 Deleting an existing WBS Progress Report Once the desired WBS Progress Report is displayed which can be done following the steps described in the section 6 4 2 click the delete button Only project managers of the project associated to the WBS Progress Report have the access rights to delete the WBS Progress Report The current status of the project must be active The following form will appear FRACTAL SLNE F ra tai h pme irie O g0r7 espe es re ma lw 27 on poems wees Vee ETE Aare st pa WPS Peper sa Figure 50 Deleting the WBS Report properties page gt Click delete The WBS Report properties will be modified A notification will be also sent internally a MANATEE notification and externally an e mail
44. milestone using the modify button instead see section 6 6 4 People authorized to the project associated to the Cash milestone have the access rights to display the properties of this Cash milestone The Cash milestone properties will be displayed PRACTAL SLAP Fractal an ote ate u i aeaoe ea weer ws ay r am man APart m gt nr ns t es I ae Coe F s W 2 Figure 66 Cash milestone properties view 101 MANATEE User Manual Fractal Issue 1 D Note If the show or modify buttons of the desired Cash milestone 1 e the modify button will be enabled instead of the show button when the user is a project manager of this project are not available go to the section 13 which provides some guides to troubleshooting problems 6 6 4 Modifying the properties of an existing Cash Milestone Once the Cash milestone which properties are going to be modified is displayed which can be done following the steps described in the section 6 6 2 click the modify button Only project managers of the project associated to this particular Cash milestone have the access rights to modify the Cash milestone properties b The current status of the project must be active The following form will appear FRACTAL SUNT Fractal e s owe ess Progect Merwegerser4 thee enor es Qrey Cortu bos gt er Aort or Cest Fios Figure 67 Modifying the Cash milestone properties page gt Modify the desired fields taken into
45. now be created in this project The active button allows activating again a project that has been previously finished Remove The remove button allows removing the project completely from the system Restore The restore button allows restoring the project into the system Define dates Change dates View dates Three different action buttons can appear in this position The define dates button allows defining the planned and real start and planned and real end dates of a project The change dates button allows modified the planned and real start and planned and real end dates of a project The view dates button shows the planned and real start and planned and real end dates of a project Summary The summary button shows a summary of the project Track The track button allows printing different views of the information related with the project Some actions buttons remove restore and define dates will be only displayed for the Administrator login because he she is the only user with the capability to perform these actions The actions buttons of each project will also not be enabled 1 e they will be displayed as greyed out according to the access rights of the user and also to the current project status The projects are always arranged by the code Each screen will show 10 projects to move among the screens select the other pages numbers or use the arrows that appear in the bottom of
46. option the following data must be introduced in order to display the project budget information for a requested period gt gt gt gt Filter by Chose to display the budget information grouped by WP s or in more detail by WBS s Period Start date Introduce the start date of the period Period End date Introduce the end date of the period Click print The project budget data summary contains the following information Project code as defined in the project general properties Project title as defined in the project general properties Period Start date as introduced by the user to display the project budget control information Period End date as introduced by the user to display the project budget control information The budget information related with each WP or WBS according to the selected option associated to the project which includes O O WP or WBS code as defined in the WP or WBS properties WP or WBS title as defined in the WP or WBS properties User spent planned hours a manpower table where the manpower hours already spent or assigned to each WP or WBS are displayed for the selected period and for each person involved in the WP or WBS Total spent manpower budget already spent manpower cost in this WP or WBS for the selected period Total planned manpower budget total cost associated to manpower in this WP or WBS for the selected period Total spent other res
47. order to inform them about the modification of the non conformity The properties of the Non conformity Code have been modified to be sent to the Project managers and the WP managers of the associated project and to the Quality Manager Note If for any reason the non conformity cannot be modified go to the section 13 which provides some guides to troubleshooting problems 7 2 5 Printing the non conformity information Once the non conformity which properties are going to be printed is displayed which can be done following the steps described in the section 7 2 1 click the modify print button Only project managers of the project associated to the non conformity and the Quality manager have the access rights to modify the information of the non conformity The current status of the project must be active The non conformity information will be displayed gt Click Print Non conformity button A summary of the non conformity that contains the following information will be generated Code as defined in the non conformity properties 120 MANATEE User Manual Fractal Issue 1 D Title as defined in the non conformity properties Project as defined in the non conformity properties Creation date as defined in the non conformity properties Modification date as defined in the non conformity properties Description as defined in the non conformity properties Priority as defined in
48. printed is displayed which can be done following the steps described in the section 6 3 2 click the modify print button The Administrator the WBS responsible the WP manager and the people authorized to the project including the project managers associated to the WBS have the access rights to print the information of the WBS The current status of the project must be active The WBS properties will be displayed gt Click print WBS button A summary of the WBS properties that contains the following information will be generated WBS code as defined in the WBS properties WBS title as defined in the WBS properties WBS responsible as defined in the WBS properties WP manager as defined in the WBS properties Project code as defined in the WBS properties Description as defined in the WBS properties Goal as defined in the WBS properties Inputs as defined in the WBS properties Tasks as defined in the WBS properties Deliverables as defined in the WBS properties Planned start date as defined in the WBS properties Real start date as defined in the WBS properties Planned end date as defined in the WBS properties Real end date as defined in the WBS properties WBS predecessor as defined in the WBS properties Associated milestones as defined in the WBS properties Manpower man hours per each person as defined in the WBS properties Hardware resources as defined
49. quality control of the project select the Quality label To do any actions 1 e create delete modify or search related with Risk Non conformities and actions see section 7 gt To perform actions related with the human resources data of the company select the Human resources label To do any actions 1 e create delete modify or search related with manpower cost or PTRs see section 8 gt To use the analysis and visualization capabilities provided by MANATEE select the Tools label 28 MANATEE User Manual I 1 D Fractal eee To analyze and visualize the information kept in MANATEE such as manpower cash flow and workload see section 9 gt To manage the Notifications select the Notification label To do any actions related with Notifications see section 10 gt To manage the Users accounts select the Users label To do any actions 1 e create unsubscribe modify or search related with Users see section 11 gt To work with the Backups select the Backup label To do any actions related with Backup see section 12 Depending of the access rights and the roles that has been assigned to the user who has logged in the application the data that will be displayed and the actions that could be done will be different as described in section 4 If any doubt about permissions ask the administrator 5 3 Logging out In the any MANATEE web page select Logout The app
50. row in MANATEE using the import WBS s tool To make use of this functionality select Administration tab then Tools tab and finally Import WBS s tab Only the MANATEE administrator can use this functionality The following form will appear FRACTAL SLNE Th gt of ia orta A ji Fractal E 28233 Las Rotas de Ma notficaboe date Progeci Marajerert Heran G eecertes Qualy Corro teci Users Adres tr abhor bps Tools mport Wiewiones mooni Ws import WSs i RT ANS rei orde r tata ot mpari WHS re corels Figure 142 Importing WBS s As explained in the form the text file where the information about each particular WBS is included must be prepared before filling the import WBS s form A template of this text file 1s available in the import WBS s page see note at the page bottom Please follow the instructions included in template file to fill it correctly Once the template file has been filled the text file which will be finally imported must be generated as follows this instruction are provided for OpenOffice Calc a similar sequence could be used with other application in order to generate the text file with the required format Inthe Archive menu select Save as and the CSV text filter Select Kept current format Choose Unicode UTF 8 as character set Tab as field delimiter and as text delimiter Once the text file is prepared we can proceed to import the WBS s as follo
51. s a eee oo Owes terre OO handle 24 Prwae ap wees pi I I Fr 242 1 ias Ances ce Meow i actal Tetons G16 79649 63072090 MANATEE seg Ww bjesnio FRACTAL SLNE ee dwie Posa Mawcrenrt Mamar Asecerces Caaity aneao lt ne e Toe Uen omn oer Pine Phap Orpea OPRA Pere SPOS Peet Mew PTR Seerce PTs rec me Tio poy pre oe 71 4 es owe et Bae ver Pere Ane hea ween re fw 1 O46 mae 2000 t 04 n a FA 71 oe ame e 209 tiaa amerare Ree 11 ateren Rae 1 4 rT mmea oa 20 rs i Figure 107 Search PTR s form Fill as many fields as desired in order to filter the action list User Select a person in the list any PTR corresponding to the introduced person will be selected If the user is the Human Resources manager all users registered in MANATEE will be available Other users can only see themselves Week Introduce a week any PTR corresponding to the introduced week will be selected Year Introduce a year any PTR corresponding to the introduced year will be selected gt Click search A new PTR list will be displayed taken all the filtering constrains introduced into account 1 e the filtered PTR s match all constrains introduced Example An user is searching the PTR filled in the week 29 Then the Search form must be filled as shown in the next figure 141 MANATEE User Manual Issue 1 D Fractal api FRACTAL SUNE F tal Cy hapis mL poet La
52. section 6 1 7 3 156 MANATEE User Manual Fractal Issue 1 D 10 CHECKING NOTIFICATIONS MANATEE displays the internal notifications to the users in two ways There is a column in the left part of all MANATEE main pages where a summary of all users notifications is displayed A notification list where the complete notification text is displayed can be found clicking the User Tools tab and then Notification tab In order to manage the notifications MANATEE provides the following functionality Display the notification list Delete notifications one by one Delete all notifications 10 1 Displaying the notification list To display all the information about the notifications select User Tools tab and then Notification tab The complete list of notifications that the current user has received will be displayed FRACTAL SLNE Fractal r t ta eiam Ae pt Weger herer Merna e Daty Cirera tarn Users A perar emr eres o n i Bpttrstora gt A of x te oe DEA lt lt a v a res a ta tae 3 x ait cee i Petre Deer ceed aned of ee Adr AC TR ODT Oy PM ene beiste et ot at pa jy Me mre a Fa oo ee a ee ad TORNOOI peiste ot lt Le on ate ound Me gaes of Dee OV WER TET 2 nove fee Pudini Sem deista s i gate abe cree Me WHE FER TET 4 l hee een repanent i eee apgr mam eta rerep n hese hemm nered eae eee of he WITS EN TET LI PPI lbcters Figure 124 Notifi
53. summary which include the information recorded in the risk non conformities and actions that have been opened in the project 42 Fractal MANATEE User Manual Issue 1 D Project budget control which include the project budget information for the selected period the budget information can be organized by WP s or WBS s Milestone summary which include a summary of the milestones of the project Cash flow summary which include a summary of the project cash flow External expenses which include a summary of the external expenses of the project Select the desired option and then click print 6 1 7 1 Project plan summary The project plan summary contains the following information Project code as defined in the project general properties Project title as defined in the project general properties Project managers as defined in the project general properties Start planned date as defined in the project dates Start real date as defined in the project dates End planned date as defined in the project dates End real date as defined in the project dates Information about each WP associated to this project which includes o WP code as defined in the WP properties o WP title as defined in the WP properties o WP manager as defined in the WP properties o WP project as defined in the WP properties o WP scope as defined in the WP properties o WP description as defined in the WP properties
54. surname Each screen will show 10 users to move among the screens select the other pages numbers or use the arrows that appear in the bottom of the users list cd lt 1 F gt gt gt Figure 135 Page selectors Once the user which access to MANATEE is going to deactivated is displayed click the deactivate MANATEE button The following form will appear 166 MANATEE User Manual Fractal Issue 1 D PRACTAL Samet Fractal Fe te ate t m Me eee tere Femur S Aa ran _ ort eo ome Figure 136 Deactivate MANATEE form gt Click again deactivate MANATEE The user cannot log into MANATEE Once the user which access to MANATEE is going to activated is displayed click the activate MANATEE button The following form will appear FRACTAL SLA Pract sem mr arn t Oe et me a Meee ee om 2 4 e as Figure 137 Activate MANATEE form gt Click again activate MANATEE The user can log into MANATEE Note If for any reason the user access to MANATEE cannot be deactivated or activated go to the section 13 which provides some guides to troubleshooting problems 167 MANATEE User Manual Fractal Issue 1 D 11 6 Activate PTR First the user which is going to start filling the PTR s must be displayed select Users tab and then again Users tab in the bar below The Administrator will see all users created into the system which are ordered alphabetically by the first surname
55. the PTR s for the selected period Total spent manpower This field is automatically filled according to the WBS Report period that has been introduced the application takes into account the total hours spent in this WBS as reported in the PTR s until the end date of the period Total assigned manpower This field is automatically filled after the WBS Code has been already selected the application takes into account the hours assigned to this WBS Period spent other cost Budget Introduce the other costs different to manpower spent during the selected period related in this WBS Total spent other cost Budget This field is automatically filled taken into account the value introduced in the previous field and the other costs already reported in the previous WBS reports of this WBS Total manpower exceeded This box is automatically marked when the total spent manpower is greater than the total assigned manpower End planned day exceeded This box is automatically marked when the End real day exceeds the End planned day 80 MANATEE User Manual Fractal Issue 1 D Comments Introduce any additional comment in this field This is a text field and the length of the field is not limited PR Comments attached file Attach a file with additional information that the user wants to annex to the WBS Report Click in the Choose file button to search the file gt Click add WBS Report The WBS Report will be created
56. the corresponding users in order to inform them about the creation of the risk The Risk Code has been created to be sent to the Project managers and the WP managers of the associated project and to the Quality manager Note If for any reason the risk cannot be created go to the section 13 which provides some guides to troubleshooting problems 7 1 2 Searching risks To start looking for risks select Quality Control tab and then Risks tab The complete list of risks that the current user can see will be displayed 106 MANATEE User Manual a Issue 1 D Fractal D3 i yr FRACTAL SLNE Fractal ta ee isie ei Urap taar Mem e paoa oraes Tess Ires Ammen enr Ade o raodd Se Mahe Get hoe e See Meee e wie Figure 70 Risk List As shown in the figure the following issues could be available for each risk in the list Project The code of the project associated to the risk Code The code of the risk Title The title of the risk Creation date The creation date of the risk Modification date The last modification date of the risk Severity The severity of the risk Probability The probability of the risk Show Modify print Two different action buttons can appear in this position The show button displays the risk content The modify print button allows modifying the risk content and printing the risk details Delete The delete button allows removing the risk completely f
57. the permissions granted here the following additional permissions are granted to the codebase specific to each web application Read access to the document root directory j Sid Olsystem spolicy 2783 200G l1 22 10 502314 marcusb Guest SYSTEM CODE PERMISSIONS 5 5 5 5 J CATALINA CODE PERMISSIONS 5 5 j WEB APPLICATION PERMISSIONS These permissions are granted by default to all web applications In addition a web application will be given a read FilePermission and JndiPermission for all files and directories in its document root grant Reguired for JNDI lookup of named JDBC DataSource s and javamail named MimePart DataSource used to send mail permission java util PropertyPermission java home read permission java util PropertyPermission jJava naming read permission java util PropertyPermission javax sgql read OS Specific properties to allow read access permission java util PropertyPermission os name read permission java util PropertyPermission os version read permission java util PropertyPermission os arch read permission java util PropertyPermission file separator read permission java util PropertyPermission path separator read permission java util PropertyPermission line separator read permission jav
58. the project list lt lt lt 1 Z Figure 6 Page selectors In order to search a particular project or to constrain the number of project to be displayed select Search Project tab The following form will appear 34 MANATEE User Manual Fractal Issue 1 D h A j FRACTAL SINE Fractal eat Pa btan hate Freee Mere genet maw Nee arr es Jatta Cores tran ga Ath ee Proyects WP wiri Wiri Regote Vieectore Mosc Let Search Prowcte Figure 7 Search projects form gt Fill as many fields as desired in order to filter the project list Code Introduce any number of alphanumerical characters this is not case sensitive any project which contains this sequence of characters in its code will be selected Title Introduce any number of alphanumerical characters this is not case sensitive any project which contains this sequence of characters in its title will be selected Closed Select Yes or No in the list any project meeting the requested state will be selected By default the option Yes is selected Project manager Select a user in the list any project whose project managers list includes the introduced one will be selected Authorized in all document versions Select a user in the list any project in which the selected user is authorized in all document versions will be selected Authorized in approved documents only Select a user in the list any project in which the selected user is authorize
59. would be the following one FRACTAL SLNE Fractal BYS retis stos istr Pret enag mr meme Deene ren Ia o gt in sien ire ore Ponce We OWE ot Derome Meeetmews ser fe i wyry a 3s Veww se 29 Sewer Figure 56 Example of a filtered milestones list Note If the desired milestone does not appear in any screen go to the section 13 which provides some guides to troubleshooting problems 6 5 3 Print the complete or filtered milestone list Once the desired milestone list complete or filtered 1s displayed which can be done following the steps described in the section 6 5 2 gt Click print list button A summary of the milestones list that contains the following information will be generated Project code associated to the milestone as defined in the milestone properties Milestone date as defined in the milestone properties Milestone planned date as defined in the milestone properties 93 MANATEE User Manual Fractal Issue 1 D Milestone critical level as defined in the milestone properties The milestone list can be printed or saved in pdf format 6 5 4 Displaying the properties of a Milestone Once the desired milestone is displayed which can be done following the steps described in the section 6 5 2 click the show button note project managers of the project associated to this particular milestone can display the milestone properties using the modify button instead see section 6 5 5 Peop
60. ACTAL SUNE Fractal r ke eee asra me Mesegeeseer h a Det Creu Toa a were Fa ae Wr oe WEE feperts Ve mee s gt I im WE Megerte Lei ere AT te ier A WWE 1 Peer weersT 4 PY peer te SSTON 6 eeee ij Figure 43 WBS Reports List As shown in the figure the following issues could be available for each WBS Report in the list Code The code of the WBS Title The title of the WBS Responsible The responsible of the WBS Period Start date The start date of the period used in the WBS Report Period End date The end date of the period used in the WBS Report PR Comment The attached file of the WBS Report Show Modify print Two different action buttons can appear in this position The show button displays the WBS Report The modify print button allows modifying the WBS Report and printing the WBS Report details The actions buttons of each WBS Report will not be enabled 1 e they will be displayed as greyed out according to the access rights of the user that has login into the system The WBS Reports are always arranged by the period dates Each screen will show 10 WBS Reports to move among the screens select the other pages numbers or use the arrows that appear in the bottom of the list lt cl lt 1 2 gt gt gt Figure 44 Page selectors In order to search a particular WBS Report or to constrain the number of WBS Reports to be displayed select Search WBS s Report tab 82 Fractal MANA
61. ATEE Database Restore MANATEE MySQL Users Restore MANATEE Vied Application Restore MANATEE Docementatios Restore MANATEE Full Restore Figure 160 MANATEE Restore Main window The following steps must be executed in order to restore MANATEE Web Application A Open the MANATEE Web Application restore dialog 182 MANATEE User Manual Issue 1 D Fractal In the Main window the MANATEE Web Application restore dialog can be opened in two different ways A I Going through the Restores Menu In the Main window select Restores Menu MANATEE Web application Restore or press ALT R W The MANATEE Web application restore dialog will be opened A II Selecting the MANATEE Web application Restore button In the Main window click MANATEE Web application Restore button The MANATEE Web application Restore dialog will be opened k F MANATEE Web Application Restore MANATEE Web appicetoe beckenp Me to restore hNessore to NE The MANATEE foc oer DK _ance Figure 161 MANATEE Web application Restore window B Fill the information about the MANATEE Web application backup file as well as the MANATEE Web application workdir SMANATEE HOME In the MANATEE Web Application Restore dialog see fig 152 gt Introduce the MANATEE Web application backup file or select it from a Open dialog by clicking the button Huscar en lt Documents A C Nombre Se archtvo Abu Cancetal Figure 162 Open file window
62. Be sure you have installed and running the MySQL server service before restoring MANATEE MySQL users Starting at the Main Window of the application Al P MANATEE Restore Toot z fie Restores Heip MANATEE Database Restore MANATEE My SQL Users Restore MANATEE Vied Application Restore MANATEE Documentation Restore MANATEE Full Restore Figure 155 MANATEE Restore Main window The following steps must be executed in order to restore MANATEE MySQL users A Open the MANATEE MySQL users Restore dialog In the Main window the MANATEE MySQL users restore dialog can be opened in two different ways A I Going through the Restores Menu In the Main window select Restores Menu MySQL users Restore or press ALT R M The MANATEE MySQL users restore dialog will be opened A II Selecting the MANATEE MySQL Users Restore button In the Main window click MANATEE MySQL Users Restore button The MANATEE MySQL users dialog will be opened 180 MANATEE User Manual Fractal Issue 1 D F MANATEE MySQL Users Restore ra MwSOL users for M Remember thal MrSOL server has to be running and restore database before vou start fo resfore fee MANATEE NMySOL users My SOL Server wordi Server aame Database name My SOL port MySQL root user My SOL root password Lancel Figure 156 MANATEE MySQL Users Restore window B Fill the information about the MySQL server as well as the server name networking name or IP In the MA
63. CTAL SLNE Fractal Eas ta mima mean Las t s Telttono GLE379640 62073790 WANATEL sce CIF 828829707 Pupos WR WES WES Rone Uieeteres Cont Fow WPa New WP Search OP s roet 1s ote reset sser Figure 27 Example of a filled search WP form and the list of WP displayed would be the following one FRACTAL SUNE F Wapin o t pata LA tt A ractal 2827 La Rone de Matho peal Tiie SLOEMROGO 62077 REI MANATEE tiis CH eoeareco rottication daie Projest Mansgemere himnon Ausu Gay Geu Dos b Ar ren pe ee Pami UP WES WES Fepots Miro Cash fie oe wna OE Mee WP Search wiry Pt t Dawo tie 250b 110 2700 1a 720s 114 m 31 od DOS tt d4 marme ssi nse 41 04 7ST WR TST cOa Prewrseary Osan Perez Ara awa l AP Report emisie 2009 1 4 ToS 114 3 n a Oe tte 2009 tte 3w tte 2000 1 94 300b 13 7 8 19 y oo HHHH 6l MANATEE User Manual Fractal Issue 1 D Figure 28 Example of a filtered WP list Note If the desired WP does not appear in any screen go to the section 13 which provides some guides to troubleshooting problems 6 2 3 Displaying the properties of a WP Once the desired WP is displayed which can be done following the steps described in the section 6 2 2 click the show button note project managers of the particular project associated to the WP can display the properties of this WP using the modify button instead see section 6 2 4 The Administrator and the people
64. Critical The level of criticality of the milestone Show Modify Two different action buttons can appear in this position The show button displays the milestone properties The modify button allows modifying the milestone properties Delete The delete button allows removing the milestone completely from the system The actions buttons of each milestone will not be enabled 1 e they will be displayed as greyed out according to the access rights of the user that has login into the system The milestone are always arranged first by the project and then by the date Each screen will show 10 milestones to move among the screens select the other pages numbers or use the arrows that appear in the bottom of the milestones list lt lt lt i 17 2 gt gt gt Figure 53 Page selectors In order to search a particular milestone or to constrain the number of milestones to be displayed select Search Milestone tab The following form will appear 91 Fractal F ractal MANATEE User Manual Issue 1 D FRACTAL SINI Figure 54 Search Milestone form gt Fill as many fields as desired in order to filter the milestones list Project Introduce any number of alphanumerical characters this is not case sensitive any milestone whose associated project contains this sequence of characters in its title will be selected Name Introduce any number of alphanumerical characters this is not case sensitive any mil
65. E em Ot 2 en A E 144 oes Mts 6 0161 8 02115 0 eser nnr eee eee ee eee 145 9 MANAGEMENT ANALISYS TOOLS cccccccsssssssssssssssssssssssssssssssssssssssssssssssssscees 147 MANATEE User Manual Fractal Issue 1 D DoW SMOG AN CORON re E E E EE E EE 147 9 1 1 Global budget control estaren s 147 912 ARON AMC as Ne HOw COMME lss a eTa des 148 yam 16 a ee ee E en eee ne ee 149 O21 User OCCUD AION PIC Charis semens A AEE E 149 92 2 Pro jectmanpower DIC CM AES ccs secsoanssanoaverasavsiensordevnaiansonoussawesaasaveseremeoseeitvonsnotsanes 151 D2 CASI TIO Wy CAINS a E E cote oar eadasnae agian E E E E 152 ye med a 20 Me 6 2125861 1 1 ee eee eee eee nee ee 154 10 CHECKING NOTIFICATIONS se sssassssssinseacecestecneesusansayeativavascsssascsesveccuetovessenssanstaseanteys 157 10 Displaying the notification MISC jeosncacsssxonsvcssorossysevaeseeaebeiasaverdasatenmoskoonreassonvtossoemsaee ts 157 102 Deleng TOMA C A OINS acies AATTEENA 158 103 Deleung all notifications csucson erenn iore a n 158 11 USERSMANAGEMEN T T espionner E E as 159 E CE ATC TAS a E A N A 159 Hi2 Scarch USETS css a a a a E 160 11 3 Modifying the properties of an User iiscc cts ncceuiesssgudscdscaicceodenstsancaaveadiovedsedeseieasineoesounsss 164 PU Unsubscribing an USE easnusaiansincnneai i a a 165 11 5 Deactivate or activate the user access to MANATEE ccceeeceeeeeeeeeeeeeeeeeeeeesenens 166 LO CTI PAE e cash e E O E tenes siueces Cu
66. L SLNE Cy Tipin 2 portal 13 A F Tiano 163 Pe6e0 G1OTE Peat Cw Geeapeve revtaetuen dite Peaject Mensgement himan Mescwces gt Projects WP WES WES epee Milestone Gah Fte Projecta Lat Search Projecta ELUTE HEE Figure 9 Example of a filtered projects list 36 MANATEE User Manual Fractal Issue 1 D Note If the desired project does not appear in any screen go to the section 13 which provides some guides to troubleshooting problems 6 1 3 Defining the dates of a new project Once a project has been created the planned and real start and the planned and estimated o real end dates must be defined First the project which dates are going to be defined must be displayed which can be done following the steps described in the section 6 1 2 Then click the define dates button Only the Administrator and the project manager of the corresponding project have the access rights to define the project dates The current status of the project must be active The following form will appear ares FRACTAL SLNE Fractal ret Or girn ripe Projecti Venegerer Hirman Measures Qay Caws Toca Users Adtresan u Projects e WEN we merd Movy ras rz ode preperties Figure 10 Defining the project dates page gt Fill the following fields all mandatory fields are marked with a star Start planned date The planned start date as agreed in the project contract must be introduced Start real
67. MANATEE Full Restore Figure 166 MANATEE Restore Main window The following steps must be executed in order to restore MANATEE Documentation D Open the MANATEE Documentation restore dialog In the Main window the MANATEE Documentation restore dialog can be opened in two different ways D I Going through the Restores Menu In the Main window select Restores Menu MANATEE Documentation Restore or press ALT R W The MANATEE Documentation restore dialog will be opened D II Selecting the MANATEE Documentation Restore button In the Main window click MANATEE Documentation Restore button The MANATEE Documentation Restore dialog will be opened f MANATEE Documentation Restore You are ooeng to restore MANATEE documentation Remember web server afer Me restore finales MANATEE documentatios backup file to restore Restore to fill the MANATEE workdirt Cancel Figure 167 MANATEE Documentation Restore window 185 MANATEE User Manual Fractal Issue 1 D E Fill the information about the MANATEE Documentation backup file as well as the MANATEE Web application workdir SMANATEE HOME In the MANATEE Documentation Restore dialog see fig 158 gt Introduce the MANATEE Documentation backup file or select it from a Open dialog by clicking the button Abo J ra gt Huscaren Documents y JES Re t Fae geq of My Musk My Pictures My Stationery Uy Videos 1 Staand Document
68. NATEE MySQL Users Restore dialog see fig 147 Introduce the MySQL Server workdir or select it from a Open dialog by clicking the button Abo Buscar en Documents Fan 1 geal 4 0 My Music CA My Pictures C1 My Stationery My Videos C Scanned Documents Nombre Ge archivo Archivos de too Lancer Figure 157 Open dir window Introduce Server name Introduce Database name Introduce MySQL port Introduce MySQL root user 4 bb vd Introduce MySQL root password 181 MANATEE User Manual Issue 1 D Fractal gt Click OK C One of the following information windows will appear If MySQL users were restored the following window will appear Information MySQL users restore x i The MySQL users have been restored Aceptar Figure 158 Information confirmation MySQL users restore If MySQL users were not restored the following window will appear Information MySQL users restore MySQL users could not be restored Be sure that My SOL server is running and that the introduced data are correct Aceptar Figure 159 Information error MySQL users restore 12 3 3 MANATEE Web Application Restore Be sure you have installed Tomcat server see section 3 3 before restore MANATEE Web Application After restore MANATEE Web application configure the tomcat server see section 3 4 Starting at the Main Window of the application P MANATEE Restore Toot tics file Restores Heip MAN
69. TEE The user will be unsubscribed It means the user cannot log again into the system and his her name cannot be selected anymore in the user s list but his her name will not disappear of the system in order to maintain the history of the documents Note The User will still appear in the left person lists of the projects where he had a role before but greyed out 1 e he she can not selected anymore The User will also still appear in the right person lists of the projects where he had a role before If he she is removed of the right person lists he she cannot be selected again Note If for any reason the user can not be unsubscribed go to the section 13 which provides some guides to troubleshooting problems 11 5 Deactivate or activate the user access to MANATEE The users created in MANATEE have access to MANATEE The access of those users to MANATEE can be deactivated using the deactivate button as explained in this section The Users created in DOCMA do not have access to MANATEE The access of those users to MANATEE can be activated using the activate button as explained in this section The user access to MANATEE can be activated or deactivated any time First the user which access to MANATEE is going to be deactivated or activated must be displayed select Users tab and then again Users tab in the bar below The Administrator will see all users created into the system which are ordered alphabetically by the first
70. TEE User Manual Issue 1 D The following form will appear FRACTAL SLNE Fractal rote een date Propet Meegeren tire Depart Ds ae ows Tos te gt Ales wT Figure 45 Search WBS Report form Fill as many fields as desired in order to filter the WBS Report list WBS Code Select a WBS Code from the list any WBS Report associated to this WBS will be selected WBS Title Introduce any number of alphanumerical characters this is not case sensitive any WBS Report associated with a WBS which contains this sequence of characters in its title will be selected WBS Responsible Select a user in the list any WBS Report associated to a WBS whose responsible meets the selected one will be selected Period Start date Introduce a date any WBS Report whose period start date meets the introduced one will be selected Period End date Introduce a date any WBS Report whose period end date meets the introduced one will be selected Estimated Completion Introduce a number any WBS Report whose estimated percentage level of completion meets the introduced one will be selected WBS Start real date Introduce a date any WBS Report associated to a WBS whose Start real date meets the introduced one will be selected WBS End real date Introduce a date any WBS Report associated to a WBS whose End real date meets the introduced one will be selected WBS Estimated end date Introduce a date any WBS Report whose WBS Estima
71. a util PropertyPermission catalina base read 16 MANATEE User Manual I 1 D Fractal eee permission java util PropertyPermission catalina home read JVM properties to allow read access permission java util PropertyPermission jJava version read permission java util PropertyPermission java vendor read permission java util PropertyPermission java vendor url read permission java util PropertyPermission jJava class version read permission java util PropertyPermission jJava specification version read permission java util PropertyPermission jJava specification vendor Wread permission java util PropertyPermission jJava specification name read permission java util PropertyPermission jJava vm specification version read permission java util PropertyPermission jJava vm specification vendor read permission java util PropertyPermission java vm specification name Tead permission java util PropertyPermission jJava vm version read permission java util PropertyPermission java vm vendor read permission java util PropertyPermission java vm name read Required for OpenJMX permission java lang RuntimePermission getAttribute Allow read of JAXP compliant XML parser debug permission java util PropertyPermission jaxp debug read Precompiled JSPs need access to this package permission java lang RuntimePermission accessClassInPackage
72. ab and then PTR s tab The PTR s already filled by the login user will be displayed 139 MANATEE User Manual ar Issue 1 D Fractal a oe te FRACTAL SLNE Fractal ad tn ete ete A Ve eager wow Aresar Paty seau Lew basee Aerer enr ad J j Pine WG outer OE ET r ris tee w rT awe TS EEE EE OEE See i a s i i Jomo gt 3s ite i Figure 105 PTR s List As shown in the figure the following issues could be available for each PTR in the list User The username of the login user Week The number of the week in the year corresponding to the PTR Year The year corresponding to the PTR Show modify Two different action buttons can appear in this position The show button displays the PTR content and allows printing the PTR details The modify button allows modifying the PTR content and printing the PTR details Delete The delete button allows deleting the PTR The PTR s are always arranged by date from the most recent one to the oldest one Each screen will show 10 PTR s to move among the screens select the other pages numbers or use the arrows that appear in the bottom of the PTR s list cc lt 1 2 gt gt gt Figure 106 Page selectors In order to search a particular PTR or to constrain the number of PTR s to be displayed select Search PTR s tab The following form will appear 140 MANATEE User Manual Fractal Issue 1 D ann WANATIT Mew page pers
73. age 79 Fractal MANATEE User Manual Issue 1 D Fill the following fields all mandatory fields are marked with a star WBS Code Select in the list the WBS to which the new WBS Report is going to be associated The user must be the WBS responsible in order to create a new WBS Report associated to this WBS Therefore only the WBS s that the login user is WBS responsible and that are not completed the level of completion is less than 100 will be displayed in the list WBS Title This field 1s automatically filled after the WBS Code has been already selected WBS Responsible This field is automatically filled after the WBS Code has been already selected Period Start date Introduce the start date of the period that is going to be reported in the WBS Report Period End date Introduce the end date of the period that is going to be reported in the WBS Report Estimated Completion Introduce the estimated percentage of the level of completion for the WBS WBS Start real date This field is automatically filled after the WBS Code has been already selected WBS End real date This field is automatically filled after the WBS Code has been already selected WBS Estimated end date Introduce the estimated end date for the WBS Period spent manpower This field is automatically filled according to the WBS Report period that has been introduced the application takes into account the hours spent in this WBS as reported in
74. alize the information managed by the tool such as the manpower the cash flow or the workload Those capabilities are described in more detail in the following subsections 9 1 Global control Taking into account the information introduced in projects and PTRs MANATEE allows summarizing the global budget and global cash flow of an organization 9 1 1 Global budget control To display the global budget for a selected period select Tools tab then Global control tab and finally Global budget control tab This option is only available to the Human Resources manager The following form will appear FRACTAL SLNE Fractal rat 4 eta aot i ee h er Meear et ee umts Uess 4s a ar Lata iotr e a Figure 114 Display global budget control form gt Fill the following fields all mandatory fields are marked with a star Period start date Introduce a starting date for the period to be displayed Period end date Introduce an ending date for the period to be displayed gt Click print The global budget control summary will be displayed It contains the following information for each project and the selected period Code ofthe project Title of the project 147 MANATEE User Manual Fractal Issue 1 D Spent hours in each project considering the information reported in the user s PTR s Percentage in each project considering the spent hours in a project divided by the total spent hours in all proje
75. articular user has see sections 4 or 5 2 for more information 6 1 1 Creating a new project To start working with projects select Project Management tab and then Projects tab In order to create a new project select New Project tab Only the Administrator can create new projects The following form will appear 31 Fractal Fractal to wie Sate MANATEE User Manual Issue 1 D FRACTAL SLNE Prem Weegee basme eh oe ea hasst Crees tas lass s prt ome Praosmiia A at boru Preussi s Figure 4 Creating a project page gt Fill the following fields all mandatory fields are marked with a star Code Introduce a code for the project This is a text field and the maximum length of this field is 32 characters The project code cannot include the separator character as defined in 14 Title Introduce the project title This is a text field and the maximum length of this field is 200 characters Creation date The creation date is automatically filled with the current date 1 e the date when the project is being created This date can only be modified at the definition of the project Closed This box is automatically marked when the project is finished Removed This box is automatically marked when the project is removed Project managers Select which users are going to be the Project managers of the current project from the left list using the arrows between the boxes The users selected will be ke
76. ase backup cannot be made go to the section 13 which provides some guides to troubleshooting problems 12 2 2 MANATEE Documentation Backup To start working with backups select Backups tab In order to make the MANATEE documentation backup select Documentation backup tab Only the Administrator can make the documentation backup The following form will appear 174 MANATEE User Manual Issue 1 D Fractal lt Ana l FRACTAL SLNE Fractal rents a ote oe Poe hen agers beer Aer os eae Carters ee Tas bares we Bere use Figure 146 Making MANATEE documentation Backup gt Click execute documentation backup The documentation backup will be made Note If for any reason the documentation backup cannot be made go to section 13 which provides some guides to troubleshooting problems 12 2 3 MANATEE Web Application Backup To start working with backups select Backups tab In order to make the MANATEE Web application backup select Web application backup tab Only the Administrator can make the Web application backup The following form will appear MANATEE User Manual Issue 1 D Fractal 4 e i 7 FRACTAL SLNE Fractal rada ataw mete her V agerem tarran Mesounes Peery ora lowes Lert Agran gt ee Be tspe Wet eppiksion Gechup CocuTerteton dp Donee beck Figure 147 Making MANATEE Web application Backup gt Click execute web application backup The Web application backup will be made Note If for any r
77. ash Milestone Code has been deleted to be sent to the Project managers of the project associated to the Cash milestone Note If for any reason the delete button is not available go to the section 13 which provides some guides to troubleshooting problems 103 MANATEE User Manual Fractal Issue 1 D 7 PROJECT QUALITY CONTROL MANATEE provides some utilities to mantain the quality control in a project which includes the following issues Define and manage the risks which are identified in each project Define and manage the non conformities which are identified in each project Define and manage the preventive and corrective actions which are defined to control the risks and non conformities identified in each project 7 1 Risk administration MANATEE provides the capabilities required to manage the risks that are identified in a project From the risk administration point of view MANATEE provides the following functionality Introduce a new risk Search risks using different criteria Display the complete or filtered risk list Display the risk properties Modify the definition of a risk Print the risks details Delete a risk It is important to remember that each user can only do actions on the risks according to the access rights that this particular user has see sections 4 or 5 2 for more information 7 1 1 Creating a new risk To start working with risks select Quality Control tab and the
78. at the login user is project manager will be displayed in the list If the login user is the Quality manager all active projects will be displayed in the list Code The Code is created automatically following the pattern described below see section 14 for more information about which code patterns can be used AC PC nnn where AC is the acronym of Action PC will be the project code of the project assigned to the action nnn will be a sequence number that is automatically generated by the application Title Introduce the action title This is a text field and the maximum length of this field is 100 characters Creation date The creation date is filled automatically using the current date 1 e the date when the action is being created Date The modification date is filled automatically using the current date 1 e the date when the action is being modified Due date Introduce a date to establish a limit date to perform the action 123 MANATEE User Manual Fractal Issue 1 D Assigned to Select in the list the person that must perform the action all users registered in MANATEE are available Description Introduce a description of the action This is a text field and the length of this field is not limited State Select the state of the action among the options offered in the combo box which include the following ones Started On going and Close When the action is created the state of the action 1s
79. ation of the milestone Cash milestone Code has been created to be sent to the Project managers Note If for any reason the Cash milestone cannot be created go to the section 13 which provides some guides to troubleshooting problems 6 6 2 Searching Cash Milestones To start looking for milestones select Project Management tab and then Cash Flow tab The complete list of Cash milestones that the current user can see will be displayed FRACTAL SINE Figure 61 Cash milestones List As shown in the figure the following issues could be available for each Cash milestone in the list Project The code of the project associated to the milestone Code The code ofthe Cash milestone Name The name of the Cash milestone 98 MANATEE User Manual Fractal Issue 1 D Planned date The planned date of the Cash milestone Date The real or estimated date of the Cash milestone Show Modify Two different action buttons can appear in this position The show button displays the Cash milestone properties The modify button allows modifying the Cash milestone properties Delete The delete button allows removing the Cash milestone completely from the system The actions buttons of each Cash milestone will not be enabled 1 e they will be displayed as greyed out according to the access rights of the user that has login into the system The Cash milestones are always arranged by code Each scree
80. cation List As shown in the figure the following issues could be available for each notification in the list Subject A short text that describes the action that is reported in the notification Notification The full text of the notification Date The date when the notification was sent Delete The delete button allows deleting the notification 157 MANATEE User Manual Fractal Issue 1 D The notifications are always arranged by the sending date from the most recent date to the oldest one Each screen will show 10 notifications to move among the screens select the other pages numbers or use the arrows that appear in the bottom of the notification list 1i213 4 5 Figure 125 Page selectors 10 2 Deleting notifications After deciding which notification is going to be deleted click the delete button of this notification The notification will be deleted Note If the delete button of the desired notification is not enabled go to the section 13 which provides some guides to troubleshooting problems 10 3 Deleting all notifications If the user wants to remove all notifications it can be done by clicking the delete all notifications button that appears at the bottom right corner of the notification list page All notifications will be deleted Note If the delete all notifications button of the desired notification is not enabled go to the section 13 which provides some guides to troubleshooting problems
81. cation date meets the introduced one will be selected Description Introduce any number of alphanumerical characters this is not case sensitive any risk which contains this sequence of characters in its description will be selected Effect Introduce any number of alphanumerical characters this is not case sensitive any risk which contains this sequence of characters in its effect will be selected Severity Select a severity level in the list any risk whose severity date meets the introduced one will be selected 108 MANATEE User Manual Fractal Pei Probability Select a probability level in the list any risk whose probability date meets the introduced one will be selected Actions Introduce any number of alphanumerical characters this is not case sensitive any risk which contains this sequence of characters in its actions field will be selected Conclusions Introduce any number of alphanumerical characters this is not case sensitive any risk which contains this sequence of characters in its conclusions field will be selected gt Click search A new risk list will be displayed taken all the filtering constrains introduced into account 1 e the filtered risk match all constrains introduced Example The user is searching the risks in the project TST which title includes the word requirements Then the Search form must be filled as shown in the figure below FRACTAL SUNG we te gun a
82. ceccceeesaueeseeeeeeceeeeeeeaas 128 7 3 4 Modifying the information in an existing action sesssssssseesesesssssrssrrrrssrsssssse 129 l Printing th ACHOMANTOPMAUON 52545 s cvoavenssadedveraivsanaceieepavedansesaiieaseeeavonedocereiawannnes 130 ToO Dne anac oer E EAA EEA E E 130 8 HUMAN RESOURCES TOOLS esesccsccecessscccceseceseseceeseeesssssssssssssssssssssssseoscssossssseseesee 132 8 1 User s hourly cost administration c csiccccessstvecavenesseessescsavessesasaesevsaseestsawsssosaneneetwasvese ces 132 Suki Defineanew Users hourly COSC scssccseasssseiescnpaaeernssosdessrenanaieouenssavoacusadbnseneseneenes 132 8 1 2 Searching User s hourly COSUS sx dceinsesasssdacdcsvactnssvsamudsnscotsansieiaelacaiawsnaneaeiannivlesee ums 133 8 1 3 Modifying the information in an existing User s hourly COSt cceeeeeeeeeeeees 136 8 14 Delete a User s hourly COSU vice cosecivsasacanauesacssmanssncacesieanassvessessveaesualeuedsteesanverouns 137 De PIR a ete E E E E towns ages esem eee eneants E 138 sad oh UU av Sar ml ae aa Ql ls Qe en ee ee 138 Bee me anCmine Weck PIR 6 ccxciccnceasatoorscacnedestancdcmencontcauesassauiesueatedesntedassinusctonen 139 8 2 3 Displaying the PTR information ccccccccccccccecccssseeececccceeeeaaeaeeeeecceeeeeneaas 142 8 2 4 Modifying the information in an already created weekly PTR ccccceee 143 8 2 3 Printing gg bei 9100 1 007 6 ee eee ee eee ee 144 opm Dera a TT
83. ct Select in the list the project to which the new Cash flow milestone is going to be associated A user must be the project manager of a project in order to create a new Cash flow milestone in this project Therefore only projects that the login user is project manager will be displayed in the list Code The Code is created automatically following the pattern described below see section 14 for more information about which code patterns can be used CASMIL PC nnn where CM is the acronym of Cash Milestone PC will be the project code of the project assigned to the Cash milestone nnn will be a sequence number that is automatically generated by the application Name Introduce the milestone name This is a text field and the maximum length of this field is 400 characters Planned date Introduce the initial planned date for the milestone 97 MANATEE User Manual Fractal Issue 1 D Date Introduce the real date or estimated real date for the milestone Type Select in the list the type of the Cash milestone The options cash in and cash out are available Amount Introduce the amount of money associated to this particular Cash milestone This field must be a number gt Click add Cash milestone The Cash milestone will be created A notification will be also sent internally a MANATEE notification and externally an e mail to the corresponding users in order to inform them about the cre
84. ct the Cash flow type in the list any Cash milestone meeting the requested type will be selected By default the searching results are not constrains by this value gt Click search A new Cash milestones list will be displayed taken all the filtering constrains introduced into account 1 e the filtered Cash milestones match all constrains introduced Example The user is searching all Cash in milestones belonging to the project TST Then the Search form must be filled as shown in the figure below FRACTAL SLANI Figure 64 Example of a filled search Cash milestones form and the list of Cash milestones displayed would be the following one 100 MANATEE User Manual mes Issue 1 D Fractal e FRACTAL SANE Fractal atO ats aon Frems el mew Swe ws e Qa Corte Mam oas Asmero oe AF Fy AE Pee errs Cast foe eet Aipolo aes bs e v _ ad tee os a a ae A hi tana So oe r an FI eJI oo Figure 65 Example of a filtered Cash milestones list Note If the desired Cash milestone does not appear in any screen go to the section 13 which provides some guides to troubleshooting problems 6 6 3 Displaying the properties of a Cash Milestone Once the desired Cash milestone is displayed which can be done following the steps described in the section 6 6 2 click the show button note project managers of the particular project associated to the Cash milestone can display the properties of this Cash
85. ctal eae 2 MANATEE OVERVIEW The Project Management Tool MANATEE is mainly intended to e define the projects e facilitate the management of the project e maintain the project quality e make the project information available to all authorised users according to the access rights given to them as described in section 4 and e maintain the affected users informed MANATEE is especially suited when a company is geographically distributed or when several companies collaborate in a multi discipline and complex project As the projects evolve the information generated in the diverse work centres by several individuals gets unmanageable very fast and the need for a specific computer aided tool becomes essential MANATEE user interface is made by using WEB forms This means that anyone who has access to the Internet may gain access to a project s information if this person has an account in the system and the suitable permissions have been granted to him her The main advantage is that there is no need to install any specific software on the client computers the WEB browser is enough Similarly the user does not need to access the e mail as the notifications are managed by the Tool and made available to the user via the WEB based interface The information is stored internally using a public relational database 2 1 MANATEE Functionality A quick look The MANATEE functionality can be divided into the following areas e Project managem
86. cts showed in this summary Total spent manpower budget total spent manpower cost in each project considering the spent hours and the hourly cost of each user Total planned manpower budget in each project considering the planned hours in each WBS s included in the project and the hourly cost of each user Total spent other resources budget in each project considering the information reported in the WBS s reports of the WBS s included in the project Total planned other resources budget in each project considering the information defined in the WBS s included in the project Total spent budget in each project adding the total spent manpower budget and the total spent other resources budget showed in this summary Total planned budget in each project adding the total planned manpower budget and the total planned other resources budget showed in this summary The global budget control summary can be printed or saved in pdf format 9 1 2 Global cash flow control To display the global cash flow for a selected period select Tools tab then Global control tab and finally Global cash flow control tab This option is only available to the Human Resources manager The following form will appear FRACTAL SLNE Fractal reat Pa ober dahe Prem M eared ta Caen rl et sity Corte Temes lemre Are ws ster Ghee core Opt wia bags E Chotas Cath Plow corto Figure 115 Display global cash flow control form
87. d in approved document versions will be selected Project Documents Select a document in the list any project which includes the introduced document will be selected gt Click search A new project list will be displayed taken all the filtering constrains introduced into account i e the filtered projects match all constrains introduced Example 35 EA MANATEE User Manual ractal Issue 1 D i a d r Loron re ea ee The user is searching projects which code starts as P and which project manager name is Perez Calpena Ana Then the Search form must be filled as shown in the figure below 0064 MANATILI Ve seya cy FRACTAL SLNE Ci Tapin a I wee A 28231 Los Rares Go Made Fractal Tuiiiano 916370668 630737003 MANATEE thes cw e2ea2s007 raritcetion dame Project Management DAUR Chilly Cont Uren Aemeatration owes 2006 08 08 Ajere WP WES WE Reports Milestones Cant Few i 2000 00 09 Pooyects Lect Seaech Projects Ce 0boto atecws 2000009 Code apaw 2000000 Tee sages conte Proyect Manager Peres Caioana i i 9000 40 00 Bush ced Saumen ee cashes 20090009 Lorre asorovedd Gcurrerts ory ej prso 2000o Prot Dornerts z apman 8 86 9 oe Qosa sj apom 200000 cancel mech piots 2009009 a rere 206808 paren 20060808 Ome a Figure 8 Example of a filled search project form and the list of projects displayed would be the following one g t a Aare he oe mm e pa ee ioe es 8 12 ry 4 FRACTA
88. date The real start date the date when the project is really starting must be introduced End planned date The planned end date as agreed in the project contract must be introduced End real date The real end date the date when it is estimated than the project is going to end or at the end of the project the date when the project has been really ended must be introduced 37 MANATEE User Manual Fractal Issue 1 D gt Move all the WP s and milestones Select tick with the mouse this option to move all the WP s and WBS s date according to the difference between the previous Start real date and the new Start real date Note This action is only applied if no manpower hours have been already assigned in the PTR s to the WBS s that must be modified gt Click add properties The project dates will be defined Note If for any reason the project properties cannot be defined go to the section 13 which provides some guides to troubleshooting problems 6 1 4 Displaying the properties of a project Once the desired project is displayed which can be done following the steps described in the section 6 1 2 click the show button note the projects manager of a particular project can display the properties of this project using the modify button instead see section 6 1 5 The project properties will be displayed er as FRACTAL SINI Fractal sta oinn date Py wart Ve ager erst tite erar os haty ore
89. defined in this project Total project cost total cost associated to manpower plus total cost associated to other resources A manpower table where the total manpower assigned to the project is displayed detailing the hours to be dedicated by each person as well as the total hours already spent detailing the hours that have been spent by each person Note If the show or modify buttons of the desired project 1 e the modify button will be enabled instead of the show button when the user is the project manager of this project are not available go to the section 13 which provides some guides to troubleshooting problems 6 1 7 Displaying and printing the information of a project Once the desired project is displayed which can be done following the steps described in the section 6 1 2 click the track button People authorized to the project have the access rights to display and print the project information described in this section This option is only available when the current status of the project is active and the projects dates are already defined The following window will be displayed 41 Fractal MANATEE User Manual Issue 1 D Project Mareperert mwa Retrat Sebity Tarty Toe Jeers Adee ar pine Prospects WP WES WOES Reports Viestores Cast Fia Papets a Search Pesects Figure 14 Track project information menu The following options are available Project plan summary print WP structure only w
90. desired fields taken into account constrains listed in section 7 3 1 Only the fields that are not greyed out can be modified gt Click update The action will be modified A notification will be also sent internally a MANATEE notification and externally an e mail to the corresponding users in order to inform them about the modification of the action The properties of Action Code have been modified to be sent to the Project managers and the WP managers of the associated project the Quality Manager and the assigned person 129 MANATEE User Manual Fractal Issue 1 D When the status of the action is changed to Close a notification will be also sent internally a MANATEE notification and externally an e mail to the corresponding users in order to inform them about the action has been close and the status could not be changed again The Action Code has been closed to be sent to the Project managers and the WP managers of the associated project the Quality Manager and the assigned person Note If for any reason the action cannot be modified go to the section 13 which provides some guides to troubleshooting problems 7 3 5 Printing the action information Once the action which properties are going to be printed is displayed which can be done following the steps described in the section 7 3 2 click the modify print button Only project managers of the project associated to the action the Quality
91. ding WP code The suggested text can be changed as desired by the user The maximum length of this field is 45 characters Note The application will check that no WBS duplicated codes are introduced WBS Title Introduce the WBS title This is a text field and the maximum length of this field is 300 characters WBS Responsible Select in the list which user is going to be the WBS responsible All users created in MANATEE are available in the list Description Introduce a description of the WBS scope This is a text field and the length of the field is not limited Gantt title Introduce the WBS title that it will be used in the Gantt charts This is a text field and the maximum length of this field is 100 characters Goals Introduce the goals of the WBS This is a text field and the length of the field is not limited Inputs Introduce the inputs of the WBS This is a text field and the length of the field is not limited Tasks Introduce the tasks of the WBS This is a text field and the length of the field is not limited Deliverables Introduce as many deliverables as desired New deliverables are introduced clicking the Add deliverable button and filling the following fields o Milestone Select the milestone associated to the deliverable from the list Only milestones created in this particular project are available in the list o Deliverable code The Code is created automatically following the pattern described below
92. e WBS properties o Planned end date as defined in the WBS properties o Real end date as defined in the WBS properties o Associated milestones as defined in the WBS properties o Predecessor as defined in the WBS properties o Manpower man hours per each person as defined in the WBS properties o Hardware resources as defined in the WBS properties o Software resources as defined in the WBS properties o Sub contracts as defined in the WBS properties o Cost associated to the manpower as defined in the WBS properties o Cost associated to other resources as defined in the WBS properties o completion as included in the WBS properties The WP report can be printed or saved in pdf format Note If for any reason the WP print button is not available go to the section 13 which provides some guides to troubleshooting problems 6 2 7 Deleting a WP Once the WP which is going to be deleted is displayed which can be done following the steps described in the section 6 2 2 click the delete button Only the project managers of the project associated to the WP have the access rights to delete the WP The current status of the project must be active The following window displaying the WP properties will appear 65 MANATEE User Manual Fractal Issue 1 D FRACTAL SUNE Fractal revw eter ete Fec Versage tet e Aer cH Quem Cerra Too er ow er ec n WP I Peres te te Cee sA Figure 31
93. e dialog can be opened in two different ways A I Going through the Restores Menu In the Main window select Restores Menu MANATEE Database Restore or press ALT R D The MANATEE Database restore dialog will be opened 177 MANATEE User Manual Fractal Issue 1 D A II Selecting the MANATEE Database Restore button In the Main window click MANATEE Database Restore button The MANATEE Database restore dialog will be opened ff MANATEE Database Restore A My SOl Server workdi Server name My SOL port My SO root user My SQL root password MANATEE Gatatwese back up Pile Lancel Figure 150 MANATEE Database Restore window B Fill the information about the MySQL server the server name networking name or IP as well as the MANATEE database backup file In the MANATEE Database Restore dialog see fig 141 Introduce the MySQL Server workdir or select it from a Open dialog by clicking the button Abrit iar ees Buscar en L Documents v a Afa S gegi tt My Music My Pictures My Stationery T My Videos i lt caaaed Documents Hombre Ge archivo Archivos de ppo hd Abt Lancetti Figure 151 Open dir window gt Introduce Server name gt Introduce Database name 178 MANATEE User Manual Fractal SUS gt Introduce MySQL port gt Introduce MySQL root user gt Introduce MySQL root password gt Introduce the MANATEE database backup file or select it f
94. e section 6 4 2 click the modify print button Only project managers of the project associated to the WBS the WP manager associated to the WBS and the WBS responsible have the access rights to modify the information included in the WBS Progress Report The current status of the project must be active The following form will appear FRACTAL SINE Fractal WOT Reporte Figure 49 Modifying the WBS Report properties page gt Modify the desired fields taken into account constrains listed in section 6 4 1 Only the fields that are not greyed out can be modified gt Click update The WBS Report properties will be modified A notification will be also sent internally a MANATEE notification and externally an e mail to the corresponding users in order to inform them about the modification of the WBS properties The WBS Code Progress Report period Period start date Period end date has been modified to be sent to the Project managers the WP manager and the WBS responsible A notification could be also sent internally a MANATEE notification and externally an e mail to the corresponding users in order to inform them about a WBS delay whenever the End real day exceeds the End planned day 86 MANATEE User Manual Fractal Issue 1 D The responsible of the WBS Code reports a delay to be sent to the Project managers the WP manager and the WBS responsible A notification could be
95. eason the Web application backup can not be made go to the section 13 which provides some guides to troubleshooting problems 12 3 Restores This tool is not integrated in the MANATEE Web Application because it needs to be independent to MANATEE crashes In order to restore MANATEE you must open the MANATEE Restore Java application To Start the MANATEE Restore application you must execute in a terminal the following commands cd SMANATEERESTORE HOME java jar MANATEERestore jar Once MANATEE Restore is executed the following Main window will appear 176 MANATEE User Manual Fractal Issue 1 D f MANATEE Restore Too o gt fie Restores Heip MANATEE Database Restore MANATEE My SQL Users Restore MANATEE Vied Application Restore MANATEE Docementatios Hestore MANATEE Full Restore Figure 148 MANATEE Restore Main window 12 3 1 MANATEE Database Restore Be sure you have installed and running the MySQL server service before restore MANATEE database Starting at the Main Window of the application f MANATEE Restore Too lol fatal file Restores Heip MANATEE Database Restore MANATEE My SQL Users Restore MANATEE Web Application Restore MANATEE Docementatios Restore MANATEE Full Restore Figure 149 MANATEE Restore Main window The following steps must be executed in order to restore MANATEE database A Open the MANATEE Database Restore dialog In the Main window the MANATEE database restor
96. eason the delete button is not available go to the section 13 which provides some guides to troubleshooting problems 78 MANATEE User Manual Fractal Issue 1 D 6 4 WBS Report administration MANATEE provides the capabilities required to generate and manage the reports that are periodically created in each WBS in order to describe the progress reached in this WBS during the reported period From the WBS Reports management point of view MANATEE provides the following functionality Create anew WBS Report Search WBS Reports using different criteria Display the complete or filtered WBS Report list Display the information included in the WBS Report Modify the information included in the WBS Report Print the WBS Report information It is important to remember that each user can only do actions on the WBS Reports according to the access rights that this particular user has see sections 4 or 5 2 for more information 6 4 1 Creating anew WBS Progress Report To start working with WBS s Reports select Project Management tab and then WBS Reports tab In order to create anew WBS Report select New WBS Report tab Only the users assigned as WBS responsible have this option available The following form will appear a gt FRACTAL SLNE F rac ta l rere or gt eet nete Po pect Vaeregerert tr a eee ree Dury Corer Toots inert Arei ates iia eo WER heer We Sere AM Meyee s Ay Figure 42 Creating a WBS Report p
97. ect Gent Chart Figure 16 Project Gantt chart ony WPs view WP bars span from the real start date as defined in the WP properties to the real end date as defined in the WP properties The Gantt charge default range of the date axis includes all project dates WP s to be displayed Smaller date periods and other operations related with to modify the range axis and the properties of the graph can be done as described in section 6 1 7 3 Another function about the Gantt chart is that it can be exported to a txt or xml file to can use in others compatibles project software The txt file is compatible with the MS Project software and the xml file is compatible with the Merlin software 6 1 7 5 Project Plan Gantt chart print selected WP and the associated WBS After selecting this option the WP s associated to the selected project will be available in the list gt Select a WP 46 MANATEE User Manual Fractal Issue 1 D gt Click print A Gantt chart is displayed which provides a Gantt view of the associated WBS included in the selected WP of the project TST Demo project Gantt Chart Figure 17 Project Gantt chart only WPs view WP bars span from the real start date as defined in the WBS s properties to the real end date as defined in the WBS s properties The Gantt charge default range of the date axis includes all project dates WBS s to be displayed Smaller date periods and other ope
98. ects that are kept into the system during their whole lifecycle The figure below shows all the states that a project could have during its lifecycle 1 e since the project is created until it is deleted from the system or even afterwards if the project is again restored Finished Re activating Restoring Removing Removed Figure 3 Project lifecycle diagram Regarding the administration of the projects point of view MANATEE provides the following functionality Create a new project Search projects using different criteria Display the complete or filtered project list 30 Fractal MANATEE User Manual Issue 1 D Display the projects properties Modify the definition of a project Change the dates associated to a project Display a summary of the information included in a project Print a summary of the project plan Print a project plan Print a Gantt view of the project plan the whole project only the WP s or only a selected WP and the associated WBS s Print all risk non conformities and actions that have been initiated in a project Print a summary of the project budget in a selected period organized by WP s or WB S s Print a summary of the project milestones Print a summary of the project cash flow Archive a project Remove a project Restore a project It is important to remember that each user can only do actions on the projects according to the access rights that this p
99. ed or modified WBS Each WP must have only one WP manager WBS responsible The WBS responsible can visualize the corresponding WBS and generate WBS Progress Reports in this WBS Each WBS must have only one WBS responsible Human Resources manager The Human Resources manager has the access rights to manage all human resources utilities which include the administration of the hourly cost and PTR s and the use of the analysis and visualization capabilities related with the human resources functions The Human Resources manager also has the access rights to use the analysis reporting and visualization tools provided by MANATEE to allow project track and organization control Quality manager The Quality manager has the access rights to define modify and delete the risk non conformities and actions Authorized in all documents versions 25 MANATEE User Manual Fractal Issue 1 D The authorized users to see all documents versions in a particular project are the users that can see and have a read only copy to all documents in this project 1 e not only approved documents but also draft versions of the documents 8 Authorized in approved documents only The authorized users to see only the approved versions in a particular project are the users that can see and have a read only copy to all documents approved in this project 26 MANATEE User Manual Fractal Issue 1 D 5 STARTING MANATEE 5 1 Logging in MANATEE
100. eet Ve eager ta ema ten res peata ormas ten e Aerer ont A tame Deet A tu Figure 90 Search actions form gt Fill as many fields as desired in order to filter the action list Project Introduce any number of alphanumerical characters this is not case sensitive any action whose project contains this sequence of characters in its title will be selected Code Introduce any number of alphanumerical characters this is not case sensitive any action which contains this sequence of characters in its code will be selected Title Introduce any number of alphanumerical characters this is not case sensitive any action which contains this sequence of characters in its title will be selected Creation date Introduce a date any action whose creation date meets the introduced one will be selected Date Introduce a date any action whose modification date meets the introduced one will be selected Due date Introduce a date any action whose due date meets the introduced one will be selected Assigned to Select a person in the list any action whose assigned person meets the introduced one will be selected Description Introduce any number of alphanumerical characters this is not case sensitive any action which contains this sequence of characters in its description will be selected 126 MANATEE User Manual Fractal eke State Select a state in the list any action whose state meets the introduced one wi
101. ement define man hours cost for the personnel set or modify their properties o PTRs administration fill the weekly PTRs display and print the PTR information o Display a people occupation summary e Management analysis tools utilities o Global control display and print a summary of the global budget display a summary of the global cash flow o Graphics provide a visual image of the user occupation project manpower and cash flow e Information control o Controlled access to the information introduced in the application according to the permissions defined for each user o Keep all the involved users informed via e mail and internal notifications about the creation modification or removal of a project WP Milestone WBS risks non conformities and actions e System administration o User administration define new users modify their attributes and permissions in connection with each project unsubscribe users o Tools import WBS s from a text file o Database administration data backup or restore upgrades 13 3 3 1 Fractal MANATEE User Manual Issue 1 D INSTALLING MANATEE Software requirements The minimum software requirements to install MANATEE on your server computer are the following Windows XP Vista or Linux 2 4 or greater The Java Runtime Environment 6 0 or greater http www java com en download manual jsp MySql Server v5 0 or greater http dev mysql com downloads
102. ength of this field is 45 characters Mobile Introduce the user s mobile number This is a text field and the maximum length of this field is 45 characters gt Click add user The user will be created An e mail will be also sent to the Administrator and to the new user in order to inform them about the creation of the user You have been registered in MANATEE Your password is password Note If for any reason the user can not be created go to the section 13 which provides some guides to troubleshooting problems 11 2 Searching users To start looking for users select Users tab This option is only available to the Administrator 160 MANATEE User Manual Issue 1 D Fractal actrmer FRACTAL SLNE lt I wepen n Z portal A Fractal E 202 Les Acces de Mader T ati X 4 174 2 L7 N 179 Vana Ti Mek rp notic non dats Proect Vesegecert hymen Seacurces Gusty Corea Toci Users Asrw at ator Users otfcaton sera et ew Lee Search ees a a Ca Ais toes we Rete es6 r t y i ectwete PTR Qeaty Carero rs l i activate PIR e a simm AGa acer ronndely i wrendely ai tiwate PIR Deno Dere nahy tsenis bhes ribe sists deartevete MARATHE rcntshly activate OTH Oe re ty wea rite Galete deectwete MANATILE modiy activate PTR Gerra Varma rett y weiubenrbe Colete deactwete MANATLE mo fiy ectivwete PTR rez Peon reardely emacs bran othe Gelete deactwate MANATIO mo tify activate PTR Matiorede Verve ware y tei
103. ent o Project administration define new projects set or modify their properties end a project removal or archive the project print the project summary the project plan which includes all WPs and WBS s the project Gantt chart a quality summary the project budget summary the milestone summary the cash flow summary and or the external expenses summary o WP management define new WP s set or modify their properties delete a WP print the WP information o Milestones management define new Milestones set or modify their properties delete a Milestone o Cash Milestones management define new Cash Milestones set or modify their properties delete a Cash Milestone o WBS management define new WBS s set or modify their properties delete a WBS print the WBS information o WBS Reports generation define new WBS Reports set or modify the information introduced in the report print the WBS Report 12 MANATEE User Manual Fractal Issue 1 D e Project quality control o Risks administration define new risks set or modify their properties delete a risk print the risk information o Non conformities administration define new non conformities set or modify their properties delete a non conformity print the risk information o Actions administration define new actions set or modify their properties delete an action print the action information e Human resources utilities o Man hours cost manag
104. er s hourly cost definition Delete The delete button allows deleting the user s hourly cost definition The user s hourly costs are always arranged first by user and then by year Each screen will show 10 user s hourly costs to move among the screens select the other pages numbers or use the arrows that appear in the bottom of the user s hourly costs list lt cl lt 1 2 gt gt gt Figure 98 Page selectors In order to search a particular user s hourly cost or to constrain the number of user s hourly costs to be displayed select Search user s hourly cost tab The following form will appear 134 MANATEE User Manual Fractal eon S PRACTAL SLNE Fractal Figure 99 Search user s hourly cost form gt Fill as many fields as desired in order to filter the action list User Select a person in the list any hourly cost corresponding to the introduced user will be selected Year Introduce a year any hourly cost corresponding to the introduced year will be selected Hourly cost Introduce a number any hourly cost that meets this figure will be selected Hours per year Introduce a number any the hourly costs of the users that works per year the introduced number will be selected gt Click search A new user s hourly costs list will be displayed taken all the filtering constrains introduced into account 1 e the filtered user s hourly costs match all constrains introduced Exa
105. er a iessinosinsaxsssaaieivovedeeenadsduadsdnscdaacsastounabducmaboervocmaseiest 19 3 3 5 Setting JVM options for Tomcat Server ccccccsssssseeeeccccceceeeeeeseeeeecceeesaaaaaeeees 20 3 4 MANATEE Web Application Installation and Configuration ccccccccceeeseeeeeeees 20 3 4 1 MANATEE Web Application installation cc ceececccccccceeeessseeeeeeeeceeeseasaeeeees 20 3 4 2 MANATEE Web Application configuration cccccceccccccccceeecssseeeeeeeceeeeesaaaeeees 21 DA2A WO Xi COMMOUTAION essani ani a a E 21 3 4 2 2 manatee props configuration userii i 21 A E TE a E O E E A atone 23 3 3 MANATEE Restore Installati n sesiis a E E AKES 24 A MANIEE USER S PROFILES trssssseccsssessescasassssssascsnivassscsscesssaiosssadasevecceaseertesvesesveieseateseste 25 5 STARTING MANATEE ceneni iaaa o 27 st G6 81 524 1 o E ee E eee 27 5 2 Accessing the data according to the User access rights ccccccsessseeeeeeceeeeeasaeeeeees 28 es LO aa eee NE 29 6 PROJECT MANAGEMEN onus a 30 61 Proel adminis tea OM ecne EEE TA 30 OAL Arae a nE 8 0 6 asrar eE a E N O EN EOE EENE 31 OA2 Sod hine proleti eee E ne ee eee 33 6 1 3 Defining the dates of anew Project creisrisicoireieinieii rinn eiee NEE AEE 37 MANATEE User Manual Fractal Issue 1 D 6 1 4 Displaying the properties Of a Project ccecccccccccccsssseseeeecceeceeeeaaseeeeeeecceeeeeaaaeseees 38 6 1 5 Modifying the properties of an existing project se
106. er of alphanumerical characters this is not case sensitive any WBS which contains this sequence of characters in its inputs will be selected Tasks Introduce any number of alphanumerical characters this is not case sensitive any WBS which contains this sequence of characters in its tasks will be selected Start planned date Introduce a date any WBS whose Start planned date meets the introduced one will be selected Start real date Introduce a date any WBS whose Start real date meets the introduced one will be selected End planned date Introduce a date any WBS whose End planned date meets the introduced one will be selected End real date Introduce a date any WBS whose End real date meets the introduced one will be selected Hardware resources Introduce any number of alphanumerical characters this is not case sensitive any WBS which contains this sequence of characters in its hardware resources field will be selected T2 MANATEE User Manual Fractal eek Software resources Introduce any number of alphanumerical characters this is not case sensitive any WBS which contains this sequence of characters in its software resources field will be selected Sub contracts resources Introduce any number of alphanumerical characters this is not case sensitive any WBS which contains this sequence of characters in its sub contracts resources will be selected Completion Introduce a number any WBS whose pe
107. ernally an e mail to the corresponding users in order to inform them about the modification of the milestone properties The properties of the Milestone Code have been modified to be sent to the Project managers of the project associated to the milestone Note If for any reason the milestone properties cannot be modified go to the section 13 which provides some guides to troubleshooting problems 6 5 6 Deleting a Milestone Once the milestone which is going to be deleted is displayed which can be done following the steps described in the section 6 5 2 click the delete button Only project managers of the project associated to the milestone have the access rights to delete the milestone The current status of the project must be active The following window displaying the milestone properties will appear 95 MANATEE User Manual Fractal Issue 1 D FRACTAL SLNI Fractal tfn stna tate Prip ther age raed euarew Beer 08 2 gt ese wes Aine a ec rw i r L a er gt iseis Figure 59 Milestone properties view gt Click delete A notification will be also sent internally a MANATEE notification and externally an e mail to the corresponding users in order to inform them about that the milestone has been deleted The Milestone Code has been deleted to be sent to the Project managers of the project associated to the milestone Note If for any reason the delete button is not ava
108. escribed in the section 8 2 2 click the show or modify buttons depending which one is available for the desired PTR The PTR content will be displayed gt Click Print PTR button A summary of the PTR that contains the following information will be generated Name PTR user name Week starts on starting date of the PTR Week finishes on ending date of the PTR Title and code of the WBS s that have been active during the PTR period Hours reported as worked in each WBS s during the PTR period Summary of the worked hours per day and week Signature boxes for the user and the Human Resources manager will be also available in the form to be printed The PTR details can be printed or saved in pdf format Note If for any reason the show or modify buttons is not available go to the section 13 which provides some guides to troubleshooting problems 8 2 6 Deleting a PTR Once the PTR which is going to be deleted is displayed which can be done following the steps described in the section 8 2 2 click the delete button The Human Resources manager is the only user that has the access rights to delete a PTR and only can delete the last filled PTR by a user The following window displaying the PTR properties will appear 144 MANATEE User Manual Fractal Issue 1 D FRACTAL SLNE Fractal manns ote aos Coe Ve ape enea Pete ea m Oe ew Sem aes Apae am Phe Pene rv Queers om I ae PTR weet Ji Weer ape
109. esponsible the WP manager and the people authorized to the project including the project managers associated to the WBS have the access rights to display the properties of this WBS Most of the WBS properties will be displayed 1 e costs associated to manpower and other resources are not displayed 74 MANATEE User Manual Fractal Issue 1 D FRACTAL SLNE Fractal ww rhgte Proeent Menegerers meme irewres Gaat Corts Toe eo area ve _ is Jr aL I Vee tt Figure 39 WBS properties view Note If the show button of the desired WBS is not available go to the section 13 which provides some guides to troubleshooting problems 6 3 4 Modifying the properties of an existing WBS Once the desired WBS is displayed which can be done following the steps described in the section 6 3 2 click the modify print button Only project managers of the project associated to the WBS and the WP manager of the WP associated to the WBS have the access rights to modify the WBS properties The current status of the project must be active The following form which contains all WBS properties will appear 75 MANATEE User Manual Fractal pede FRACTAL SI NE Fractal Las Rens t Figure 40 Modifying the WBS properties page gt Modify the desired fields taken into account constrains listed in section 6 3 1 Only the fields that are not greyed out can be modified gt Click update The WBS properties will be modified
110. esssssssseeennssssssssrerressssssssses 38 6 1 5 1 Modifying the project general properties eesececeeccceeeccaseeeeeeeeceeeeeeeaas 39 6 1 5 2 Modifying the start and end dates of a project eeeccccccccceeesssseeeeeeeceeeeeeeeas 40 6 1 6 Display a summary Of a Project cc eececeecccccceeeeseeeeeeeecceeceeeeaeseeeeeeeeeeeesaaaaeneees 40 6 1 7 Displaying and printing the information of a Project cceeeseeeeeeeeeeeseeeeeees 41 6l Projectplan SUMMAI y aceeasi conri n a EANA E AAA 43 CL Poe P E T E T E ere eer 43 61 73 Project Plan Ganit chati ievesievenceseadsasipessvedassscesaeue AEEA 45 6 1 7 4 Project Plan Gantt chart W PONY sciccssawicscssccesscnaceneedosseuiseducseseecenssiassencernntaes 46 6 1 7 5 Project Plan Gantt chart print selected WP and the associated WBS 46 61 76 Quality data SNAG occa te vacsascedaenats tac esnand isuccssdeananueaiaasniasedetsessdueceeacenecoesenes 47 Cm ay ef aa Projecti Budget Contolera a a ee 49 Olo Milestone SUA sersa a a E ETAN 50 Ce to Cash Ow SUNIY Gane eee es E 50 GAIO gt 21M expel cl oc a AE 50 CLS AC TV aO SOU goss saa sassvrnncoanne A eens 51 GAD Ativan air archived PPO CCl vcdvcsadasaccccencqassecenasneeivassenivasactanensctuertaiaaeaneseivens uae 53 GAA Removin ta proje iei TE ena apne 54 GAl Restoring a projette eia E iaa E 55 OL WPi nS aO e RE E E E 56 Cede Crean a DEW WI nran aaa a a aE Oaa 57 2s E E N P A EEE A ana EEEE E E 58 6 2 3 Displaying the properties ofa WP
111. estone which contains this sequence of characters in its name will be selected Planned date Introduce a date period start and end dates any milestone whose planned date is included in the introduced interval will be selected Date Introduce a date period start and end dates any milestone whose date 1s included in the introduced interval will be selected Gantt title Introduce any number of alphanumerical characters this is not case sensitive any milestone which contains this sequence of characters in its Gantt title will be selected Critical Select the criticality in the list any milestone meeting the requested criticality will be selected By default the searching results are not constrains by this value gt Click search A new milestones list will be displayed taken all the filtering constrains introduced into account i e the filtered milestones match all constrains introduced Example The user is searching all milestones belonging to the project TST that are scheduled in 2009 Then the Search form must be filled as shown in the figure below 92 MANATEE User Manual Issue 1 D Fractal FRACTAL SLNE Fractal pert tecate tate Poper Manegecvert momar Coen ee Quai Lorey Tous seers 275 af sto wopo WO WE Ti Deporti Meestores Cant oe keran te Yen Weretore fearct M entoses tart m er i seonh Figure 55 Example of a filled search milestones form and the list of milestones displayed
112. estores Heip MANATEE Database Restore MANATEE MySQL Users Restore MANATEE Vieb Application Restore MANATEE Documentation Restore MANATEE Full Restore Figure 172 MANATEE Restore Main window The following steps must be executed in order to restore MANATEE A Open the MANATEE Full Restore Step 1 dialog In the Main window the MANATEE Full restore dialog can be opened in two different ways A I Going through the Restores Menu 187 MANATEE User Manual Fractal Issue 1 D In the Main window select Restores Menu MANATEE Full Restore or press ALT R F The first MANATEE restore dialog will be opened A II Selecting the MANATEE Full Restore button In the Main window click MANATEE Full Restore button The first MANATEE restore dialog will be opened f MANATEE Full Restore Step I ve MySOL Server wordi Server name Database name MySOL port MySQL root user iy SQL root password iM H MA catahase D Kup fte UW Lance Figure 173 MANATEE Full Restore Step 1 window B Fill the information about the MySQL server the server name networking name or IP as well as the MANATEE database backup file In the MANATEE Full Restore Step dialog see fig 164 gt Introduce the MySQL Server workdir or select it from a Open dialog by clicking the button 188 MANATEE User Manual Issue 1 D Fractal Buscaren Ci Docements 7 fi Bee fa C3 pegiat ity Musi Wy Pictures tty Siationedy CS M
113. filled automatically as Started the other options area not available Conclusions Introduce any additional information about the action to be done and or the action taken This is a text field and the maximum length limit is 300 characters gt Click add action The Action will be created A notification will be also sent internally a MANATEE notification and externally an e mail to the corresponding users in order to inform them about the creation of the action The Action Code has been created to be sent to the project managers the WP managers of the associated project the Quality manager and the assigned person A notification will be also sent internally a MANATEE notification and externally an e mail to inform the corresponding user about the action that has been assigned to him her You have been named responsible of the Action Code to be sent to assigned person Note If for any reason the action cannot be created go to the section 13 which provides some guides to troubleshooting problems 7 3 2 Searching actions To start looking for actions select Quality Control tab and then Actions tab The complete list of actions that the current user can see will be displayed 124 MANATEE User Manual Fractal Issue 1 D FRACTAL SLNE Fractal tan ofe tom ma Caer apr naea srm Doorn are es Tes ar Aere oer ower er e ewe ee w oa Figure 88 Action List As shown in the fi
114. g an archived project Once the project that is going to be again activated is displayed which can be done following the steps described in the section 6 1 2 click the active button Only the Administrator and the Project managers of the project to be activated have the access rights to do this action The current status of the project must be finished The following window displaying the project properties will appear 53 MANATEE User Manual Fractal Issue 1 D FRACTAL SUNT Figure 20 Project properties view gt Click active The project will be activated The project status will change to active The status of the project documents will be the same status approved or obsolete they had before declaring the project as finished A notification will be also sent internally a MANATEE notification and externally an e mail to the corresponding users in order to inform them that the project has been activated The project Code is active to be sent to the Project managers and to the authorized users in the project Note If for any reason the active button is not available go to the section 13 which provides some guides to troubleshooting problems 6 1 10 Removing a project Once the project that is going to be removed is displayed which can be done following the steps described in the section 6 1 2 click the remove button Only the Administrator has the access rights to remove
115. g downloads download_pool cgi 19 MANATEE User Manual Fractal Issue 1 D v Apache Commons Database Connection Pooling Services 1 2 1 or greater http commons apache org downloads download_dbcp cg1 3 3 5 Setting JVM options for Tomcat Server There are one important Java options which should be set for Tomcat e Maximum heap size this is the maximum amount of heap memory the Java Virtual Machine JVM is allowed to allocate In the case of most JVMs the default setting of the maximum heap size is 64MB You can increase the maximum heap size of applications by setting the Xmx JVM parameter For example Xmx1024m allows maximum 1GB 1024MB heap to be allocated for the JVM Note it is recommended to specify a considerably ower value than the amount of physical RAM in your system so the operating system and other applications will also have enough space Otherwise the swap memory of the operating system will be used which can result in high disk activity and reduced system performance For MANATEE application it is recommended to increase the memory pool to 250MBs You can change this setting doing the following v For Windows XP Go to the Apache Tomcat x x folder in the Start Menu Start the Configure Tomcat Select the Java tab in the configuration dialog o Maximum heap size The Maximum memory pool text box corresponds to the heap size limit Fill it with the value 250 If using this text box it is not needed
116. generated as follows this instruction are provided for OpenOffice Calc a similar sequence could be used with other application in order to generate the text file with the required format Inthe Archive menu select Save as and the CSV text filter Select Kept current format 171 MANATEE User Manual Fractal Issue 1 D Choose Unicode UTF 8 as character set Tab as field delimiter and as text delimiter Once the text file is prepared we can proceed to import the WP s as follows gt Fill the following field mandatory fields are marked with a star Choose the operative system used to generate the text file Select an Operative system Windows Linux or Mac Os in the list Choose the text file Introduce the path and name of the text file directly in the text box or click in the Choose File button to select it using the Document explorer gt Click import WP records The WP s will be imported 12 1 3 Import Milestones A set of milestones can be imported in a row in MANATEE using the import milestones tool To make use of this functionality select Administration tab then Tools tab and finally Import Milestones tab Only the MANATEE administrator can use this functionality The following form will appear FRACTAL SLNE Tubotn a2 portal 1 Fractal 28231 Las Rozas de Ma notficsdon date Pogc Vansperert Harar hescuces Guaity Coote sce Users Admirat adon lector
117. ghts that this particular user has see sections 4 or 5 2 for more information 113 MANATEE User Manual Fractal Issue 1 D 7 2 1 Creating a new non conformity To start working with non conformities select Quality Control tab and then Non conformities tab In order to create a new non conformity select New Non conformity tab Only the Quality manager and project managers have the access rights to create new conformities The following form will appear FRACTAL SLNE Fractal h al irie Ae ag tarma Menene pasig aram less lees erase Gur ee ee a bel Meem Mis ae ete Figure 78 Creating a Non conformity page gt Fill the following fields all mandatory fields are marked with a star Project Select in the list the project to which the new non conformity is going to be associated For project managers only projects that the login user is project manager will be displayed in the list If the login user is the Quality manager all active projects will be displayed in the list Code The Code is created automatically following the pattern described below see section 14 for more information about which code patterns can be used NC PC nnn where NC is the acronym of Non conformity PC will be the project code of the project assigned to the non conformity nnn will be a sequence number that is automatically generated by the application 114 MANATEE User Manual Fractal Issue 1 D T
118. gure the following issues could be available for each action in the list Project The code of the project associated to the action Code The code ofthe action Title The title of the action Creation date The creation date of the action Date The last modification date of the action Due date The due date of the action State The state of the action Show Modify print Two different action buttons can appear in this position The show button displays the action content The modify print button allows modifying the action content and printing the action details Delete The delete button allows removing the action completely from the system The actions buttons of each action will not be enabled 1 e they will be displayed as greyed out according to the access rights of the user that has login into the system All actions which due date is in the past and are not closed yet will be displayed in red The actions are always arranged by the code Each screen will show 10 actions to move among the screens select the other pages numbers or use the arrows that appear in the bottom of the actions list Sei ia gt gt gt Figure 89 Page selectors 125 Fractal MANATEE User Manual Issue 1 D In order to search a particular action or to constrain the number of actions to be displayed select Search Actions tab The following form will appear FRACTAL SLNE Fractal wed sae det P
119. he WBS properties Deliverables as defined in the WBS properties Planned start date as defined in the WBS properties Real start date as defined in the WBS properties Planned end date as defined in the WBS properties Real end date as defined in the WBS properties Associated milestones as defined in the WBS properties Predecessor as defined in the WBS properties Manpower man hours per each person as defined in the WBS properties Hardware resources as defined in the WBS properties Software resources as defined in the WBS properties Sub contracts as defined in the WBS properties Cost associated to the manpower as defined in the WBS properties 44 MANATEE User Manual Fractal Issue 1 D Cost associated to other resources as defined in the WBS properties completion as included in the WBS properties The project plan can be printed or saved in pdf format 6 1 7 3 Project Plan Gantt chart The Gantt chart provides a Gantt view of the WP s WBS s and Milestones dates included in the selected project TST Demo project Ganti Chart Figure 15 Project Gantt chart view WP bars span from the real start date as defined in the WP properties to the real end date as defined in the WP properties Outer WBS bars span from the real start date as defined in the WBS properties to the real end date as defined in the WBS properties Inner WBS bars represent the percentage of WBS comp
120. he corresponding sections where the actions that can be performed in relation with each item are detailed Each action can be done only if the initial status is the one expected by the application Check again in the corresponding step that the initial status that must have the item before doing the action is the right one 194 MANATEE User Manual Fractal Issue 1 D 14 SETTING UP MANATEE MANATEE gives some flexibility to establish the way that the data codes are defined Whenever an Organization starts to use MANATEE the Organization must decide how they want the codification convention for the code of the information managed by MANATEE and these decisions will be inserted in MANATEE database and used as constrains during the life of each particular application In this section we describe the rules and restrictions to define the code conventions It is important to mention that once they are established they must not be changed afterwards to avoid any incoherencies in the data WP code follows the pattern described bellow WP PC n where separator PC Project Code n Sequence number that will be automatically generated by the application The user must define o The character to be used as separator inside the WP code In this example and along this manual we have selected the The only character no allowed is 04 7 195
121. he section 13 which provides some guides to troubleshooting problems 6 1 6 Display a summary of a project Once the desired project is displayed which can be done following the steps described in the section 6 1 2 click the summary button Only the Human Resources manager and Project managers of the projects have the access rights to display the project summary This option is only available when the current status of the project is active and the projects dates are already defined 40 MANATEE User Manual Fractal Issue 1 D A project summary will be displayed The project summary contains the following information Project code as defined in the project general properties Project title as defined in the project general properties Project managers as defined in the project general properties Start planned date as defined in the project dates Start real date as defined in the project dates End planned date as defined in the project dates End real date as defined in the project dates Manpower total hours total manpower hours assigned in the different WBS s defined in this project Total cost associated to manpower total manpower cost taking into account the man hours and the cost of each person assigned in the different WBS s defined in this project Total cost associated to other resources other resources different to personnel cost assigned in the different WBS s
122. hich includes the project properties the project dates and the definitions of the WP s associated to this project Project plan print WP structure and the associated WBS which includes the project properties the project dates the definition of the WP s associated to this project and the definition of the WBS s associated to the WP s Project Plan Gantt chart which includes the Gantt view of all the WP s and WBS s of the project If the Export to option is selected a txt file compatible with the project software MS Project or an xml file compatible with the project software Merlin is obtained These files allow importing the project plan to the corresponding programs Project Plan Gantt chart print WP structure only which includes the Gantt view of only the WP s of the project If the Export to option is selected a txt file compatible with the project software MS Project or an xml file compatible with the project software Merlin is obtained These files allow importing the project plan to the corresponding programs Project Plan Gantt chart print selected WP and the associated WBS which includes the Gantt view of the selected WP and WBS s of the project If the Export to option is selected a txt file compatible with the project software MS Project or an xml file compatible with the project software Merlin is obtained These files allow importing the project plan to the corresponding programs Quality data
123. ice Change the access rights to displaying and printing the information of the project and add the possibility to export the gantt charts to txt and xml files compatibles with MS Project and Merlin project softwares Field added in the WP form Fields added in the WBS form Change the access rights to print WBS information Field added in the Milestone form Print the complete or filtered milestones list Search users section added Delete user section added Import WP s section added Import Milestones section added MANATEE User Manual Eractal Issue 1 D INDEX T SUMMARY oei E A E E 11 2 MANATEE OVERVIEW saeoesecastescetucvadetwuncdscsassenslacsseiotsceietsusaiesanteastericuscisenusvevenvaavsvevareies 12 2 1 MANATEE Functionality A quick look cccccccecccccceeeeeseeseeeeeceeeeeesaaaeeseeeeeeees 12 3 INSTALLING MANATEE aarti ctarr as cp petcsw neuter eceunede tense na ra Eaa aaia 14 Diol TOTUW ALS TCC UIPCMICINS eserci kiriin aiia nE E E E A E EAE N E 14 32 DVI SOT Server COO uroses E EE TEE E 14 Seo Tomcat Server configuration oceans osarascvedecasvededantauscsecbinseaahissyntoeneeebsesdeebAeotestaanesaetiadeaeees 15 Jl Peun IDBE REA neronen E EE 15 3 3 2 Security Managerin Tomcat Server sicci cssscisscassssswesencsssaveecsasadvcsesastoassasdecesoawevevearws 16 3 3 3 Define the MANATEE Web application ssissirinrssrirsiricsrsrcrisicearisirorircinririirna 19 3 3 4 Add libraries to Tonicat Serv
124. ilable go to the section 13 which provides some guides to troubleshooting problems 6 6 Cash flow milestones administration MANATEE provides the capabilities required to manage the cash flow that is defined in a project From the Cash milestones management point of view MANATEE provides the following functionality Create a new Cash milestone Search Cash milestones using different criteria Display the complete or filtered Cash milestone list Display the Cash milestone properties Modify the definition of a Cash milestone Delete a Cash milestone It is important to remember that each user can only do actions on the Cash milestone according to the access rights that this particular user has see sections 4 or 5 2 for more information 6 6 1 Creating a new Cash Milestones To start working with Cash milestones select Project Management tab and then Cash Flow tab 96 MANATEE User Manual Fractal Issue 1 D In order to create a new Cash milestone select New Cash Milestone tab Only project managers have the access rights to create new Cash milestones The following form will appear vays FRACTAL SUNE Fractal ror wor tee Pat War garner lamar Newari ea Qo Coms Toots lates ADTT a4 i Mos A Wve WES lepot Meesto ws Cath Five H Mew Cash Uberione Soort Cant Wik etd ae mobe Figure 60 Creating a Cash Milestone page gt Fill the following fields all mandatory fields are marked with a star Proje
125. ing window will appear to indicate that the MANATEE Full restore is interrupted 191 MANATEE User Manual Fractal Issue 1 D MANATEE Vem Appication Could not be restored Be sure that you have wie permissions in the Copy Geectory Aceptar Figure 182 Information error MANATEE Web application restore G MANATEE Full Restore Step 3 dialog will appear P MANATEE Full Restore Step 3 YOu are going to restore MANATEE docusmerniabon Remember to web server afer the restore finalizes MANATEE documentation backup Me to restore Restore to fil the MANATEE workdirk Figure 183 MANATEE Full Restore Step 3 window H Fill the information about the MANATEE Documentation backup file as well as the MANATEE Web application workdir SMANATEE HOME In the MANATEE Full Restore Step 3 dialog see fig 174 gt Introduce the MANATEE Documentation backup file or select it from a Open dialog by clicking the button Ab Buscar en Documents geg 00 1 My Nusk Ci My Pictures aal My Stationery al th Videos C1 Scaaned Documents Nombre Ge archiva Archivos de tipo Lancer Figure 184 Open file window gt Introduce the MANATEE Web application workdir or select it from a Open dialog by clicking the button 192 MANATEE User Manual Issue 1 D Fractal fuscaren CI Documents CS tex C5 gegi 0 0 CA My Music CA My Pictures CA My Stationery CS My Videos
126. int the PTR details Delete a PTR As indicated in section 11 only the Administrator has the access right to activate the PTR for a user 8 2 1 Filling anew PTR To fill anew PTR select Human Resources tab and then PTR s tab The PTR s already filled by the user will be displayed In order to fill anew PTR select New PTR tab 138 MANATEE User Manual Fractal Issue 1 D The PTR form will appear FRACTAL SLNE ree te es see m Uag a Aa D MMs ea ae donea ALA PTR weet Veer ape once Pee ob fence Pee oe C I the Pert gt er t Figure 104 Creating a PTR page In the PTR form each user will see the WBS s assigned to him her that have been active during the period covered by the PTR to be filled 1 e the PTR dates are between the start real date and end read date of the WBS The period of the new PTR would always be the following week to the last PTR filled by this user gt Introduce the hours that have been spent in each WBS during the PTR period These are numerical fields gt Introduce any additional comment in the Comments box This is a text field and length of this field is not limited gt Click add PTR The PTR has been created for the corresponding PTR period Note If for any reason the PTR cannot be created go to the section 13 which provides some guides to troubleshooting problems 8 2 2 Searching weekly PTR s To start looking for PTR s select Human Resources t
127. ition page gt Modify the desired fields taken into account constrains listed in section 8 1 1 Only the fields that are not greyed out can be modified gt Click update The user s hourly cost will be modified Note If for any reason the user s hourly cost cannot be modified go to the section 13 which provides some guides to troubleshooting problems 8 1 4 Deleting a User s hourly cost Once the user s hourly cost which is going to be deleted is displayed which can be done following the steps described in the section 8 1 2 click the delete button Only the Human Resources manager can delete an user s hourly cost The following window displaying the user s hourly cost properties will appear 137 MANATEE User Manual Fractal Issue 1 D FRACTAL SLNE Fractal FFs Da aSa e oe Vear ae See ee Une oe 4 R ae et os Figure 103 User s hourly cost information view gt Click delete Note If for any reason the delete button is not available go to the section 13 which provides some guides to troubleshooting problems 8 2 PTR MANATEE provides the capability to fill PTRs to all users registered in MANATEE that have activated the PTR option see 11 6 The PTR s spans for a week From PTR management point of view MANATEE provides the following functionality Fill anew PTR Search for an existing PTR Display the PTR information Modify the information of an existing PTR Pr
128. itle Introduce the non conformity title This is a text field and the maximum length of this field is 300 characters Creation date The creation date is filled automatically using the current date i e the date when the non conformity is being created Date The modification date is filled automatically using the current date 1 e the date when the non conformity is being modified Description Introduce a description of the non conformity This is a text field and length of this field 1s not limited Priority Select the priority of the non conformity among the options offered in the combo box which include the following ones High Medium and Low Actions Describe the actions that are planned and or have been taken to solve the non conformity if the actions have been registered in MANATEE it is recommended to include in this field the code of those actions This is a text field and the maximum length limit is 300 characters Conclusions Describe the current status of the non conformity If the actions taken to solve the non conformity have been successful it is convenient to indicate in this field that the non conformities is currently solved or controlled This is a text field and the maximum length limit is 300 characters gt Click add NC The Non conformity will be created A notification will be also sent internally a MANATEE notification and externally an e mail to the corresponding users in orde
129. ive any non conformity which contains this sequence of characters in its code will be selected Title Introduce any number of alphanumerical characters this is not case sensitive any non conformity which contains this sequence of characters in its title will be selected Creation date Introduce a date any non conformity whose creation date meets the introduced one will be selected Date Introduce a date any non conformity whose modification date meets the introduced one will be selected Description Introduce any number of alphanumerical characters this is not case sensitive any non conformity which contains this sequence of characters in its description will be selected Priority Select a priority level in the list any non conformity whose severity date meets the introduced one will be selected Actions Introduce any number of alphanumerical characters this is not case sensitive any non conformity which contains this sequence of characters in its actions field will be selected 117 MANATEE User Manual Fractal Issue 1 D Conclusions Introduce any number of alphanumerical characters this is not case sensitive any non conformity which contains this sequence of characters in its conclusions field will be selected gt Click search A new non conformity list will be displayed taken all the filtering constrains introduced into account 1 e the filtered non conformity match all constrains introduced E
130. le authorized to the project associated to the milestone have the access rights to display the properties of this milestone The milestone properties will be displayed FRACTAL SLNE Fractal tfu uw reste Progexct Meragerwrr rue Seow ces datr Lm Toon ore Arar eo ee e Figure 57 Milestone properties view Note If the show or modify buttons of the desired milestone 1 e the modify button will be enabled instead of the show button when the user is a project manager of this project are not available go to the section 13 which provides some guides to troubleshooting problems 6 5 5 Modifying the properties of an existing Milestone Once the WP which properties are going to be modified is displayed which can be done following the steps described in the section 6 5 2 click the modify button Only project managers of the project associated to this particular milestone have the access rights to modify the milestone properties The current status of the project must be active The following form will appear 94 MANATEE User Manual Fractal ek 2 FRACTAL SINI Fractal l a Figure 58 Modifying the milestone properties page gt Modify the desired fields taken into account constrains listed in section 6 5 1 Only the fields that are not greyed out can be modified gt Click update The milestone properties will be modified A notification will be also sent internally a MANATEE notification and ext
131. le occupation can be displayed by projects WP s and WBS s Click Print People occupation The people occupation summary will be displayed It contains the following information Name as selected in the previous form Period start date as selected in the previous form Period end date as selected in the previous form Information related with each project WP or WBS depending of the option selected in the previous form assigned to the selected user 1 e all projects WP s or WBS s where the user have planned hours will be displayed which includes O O Code as defined in the project WP or WBS properties Title as defined in the project WP or WBS properties Spent hours in each project WP or WBS according to the information reported in the user s PTR s Percentage in each project WP or WBS considering the spent hours divided by the total spent hours showed in this summary Planned hours in each project WP or WBS according to the information planned in each WBS s assigned to the user Left hours in each project WP or WBS considering the planned hour minus the spent hours showed in this summary The people occupation summary can be printed or saved in pdf format 146 MANATEE User Manual Fractal Issue 1 D 9 MANAGEMENT ANALISYS TOOLS MANATEE provides several additional analysis capabilities to the ones described in the previous sections that helps to control and visu
132. letion as estimated in the WBS properties Milestones marks display the real milestones dates as defined in the WBS properties The Gantt charge default range of the date axis includes all project dates WP s WBS s and Milestones to be displayed In order to display a smaller date axis click and drag the left mouse button in the graph to select the desired area Other operations related with the range axis and to modify the properties of the graph can be done by clicking the right mouse button and selecting the right choice in the graph menu The following options are available Properties Several graph properties such as the title colours or fonts can be customized Save as The Gantt chart can be saving as png format 45 MANATEE User Manual Fractal Issue 1 D Print The Gantt chart can be printed or saved in pdf format Zoom in A smaller area of the date axis is displayed Zoom out A bigger area of the date axis is displayed Auto range The default range of the date axis is displayed Another function about the Gantt chart is that it can be exported to a txt or xml file to can use in others compatibles project software The txt file is compatible with the MS Project software and the xml file is compatible with the Merlin software 6 1 7 4 Project Plan Gantt chart WP only A Gantt chart is displayed which provides a Gantt view of the WP s included in the selected project TS Demo proj
133. lication will end 29 MANATEE User Manual Fractal Issue 1 D 6 PROJECT MANAGEMENT A project is a strategy to reach a goal All projects must be defined in terms of Scope Schedule and Price or Performance Time and Budget The three parameters must be considered and therefore controlled in order to optimize the achievement of the project objectives meeting the planned schedule and assigned budget In order to organize and manage the project the Project Manager has to propose the Work Breakdown Structure The WBS is a deliverable oriented grouping of project elements which organizes and defines the total scope of the project The WBS technique uses a hierarchical tree structure Each task is an activity and it is an element of work with clear project parameters The set of tasks managed by the same overall responsible oriented to produce a single deliverable or to offer certain kind of services to the project are called Work Packages The WPs are usually divided by the nature of the tasks to do divided by the skills of the people that have to carry out the work Each Work Package has an associated deliverable in such a way that the sum of the Work Packages is the system to be delivered Each WP is divided in sub work packages and these into smaller pieces of work tasks and all together constitutes the Work Breakdown Structure WBS 6 1 Project administration MANATEE provides the capabilities required to manage the proj
134. ll be selected Conclusions Introduce any number of alphanumerical characters this is not case sensitive any action which contains this sequence of characters in its conclusions field will be selected gt Click search A new action list will be displayed taken all the filtering constrains introduced into account 1 e the filtered action match all constrains introduced Example The user is searching the actions in the project TST which status is on going Then the Search form must be filled as shown in the figure below FRACTAL SLNE Fractal mA A ge pee ame Us eee oes we s m Dary wta t arn Amrn mr P bema ape AL tes isora aaoo Ter ton ea Figure 91 Example of a filled search action form and the list of actions displayed would be the following one 127 MANATEE User Manual Fractal Issue 1 D FRACTAL SLNE nl Pa Gamia te am he age ee Menn e Daah Luew tan oe arer sor hn tne Figure 92 Example of a filtered action list Note If the desired action does not appear in any screen go to the section 13 which provides some guides to troubleshooting problems 7 3 3 Displaying the action information Once the desired action is displayed which can be done following the steps described in the section 7 3 2 click the show button note the Administrator project managers of the particular project associated to the action the Quality manager and the assigned person can display the properties
135. lowing fields all mandatory fields are marked with a star Project Select in the list the project to which the new milestone is going to be associated A user must be the project manager of a project in order to create a new milestone in this project Therefore only projects that the login user is project manager will be displayed in the list 89 MANATEE User Manual Fractal Issue 1 D Code The Code is created automatically following the pattern described below see section 14 for more information about which code patterns can be used MIL PC nnn where MIL is the acronym of Work Package PC will be the project code of the project assigned to the WP nnn will be a sequence number that is automatically generated by the application Name Introduce the milestone name This is a text field and the maximum length of this field is 250 characters Planned date Introduce the initial planned date for the milestone Date Introduce the real date or estimated real date for the milestone Gantt title Introduce the Milestone title that it will be used in the Gantt charts This is a text field and the maximum length of this field is 10 characters Critical Click this box to indicate that this milestone is critical to accomplish the project schedule gt Click add Milestone The milestone will be created A notification will be also sent internally a MANATEE notification and externally an e mail to the c
136. mation about which code patterns can be used WP PC nnn where a7 MANATEE User Manual Fractal Issue 1 D WP is the acronym of Work Package PC will be the project code of the project assigned to the WP nnn will be a sequence number that is automatically generated by the application Title Introduce the WP title This is a text field and the maximum length of this field is 300 characters Description Introduce a description of the WP scope This is a text field and the length of the field is not limitated WP manager Select in the list which user is going to be the WP manager All users created in MANATEE are available in the list Gantt title Introduce the WP title that it will be used in the Gantt charts This is a text field and the maximum length of this field is 100 characters Active Click this box to activate the WP 1 e if the WP is created but it is not activated WBS s could be created associated to this WP but no other actions related with manpower could be done Otherwise if the WP is created and activated the WP is taken into account in the project budget control summaries and it appears in the PTR s lists This option is activated by default gt Click add WP The WP will be created A notification will be also sent internally a MANATEE notification and externally an e mail to the corresponding users in order to inform them about the creation of the WP The WP Code
137. mple The Human Resources manager is searching the hourly cost of the user P rez 33 Ana Then the Search form must be filled as shown in the figure below 135 MANATEE User Manual Issue 1 D Fractal s b FRACTAL SLNE Fractal eamm aed Pt Ur ame te aae eeo oa Y ret EEr aa Nea Iu o Aror or rir ep Goar Om ae Say ew bet tere caer weet ow Goma wane 9 hary pees Pees Ane Figure 100 Example of a filled search user s hourly cost form and the list of user s hourly cost displayed would be the following one FRACTAL SLNE Fractal ADEMA Oe BERS ee We eee Mowe Paetas ee Lea steed tam peers tre ree oe TW Peete Crete COCR i Pee wat 6 we C m res 5 oy c ete Pees Ane ere Cy Ba s TF Figure 101 Example of a filtered user s hourly costs list Note If the desired user s hourly cost does not appear in any screen go to the section 13 which provides some guides to troubleshooting problems 8 1 3 Modifying the information in an existing User s hourly cost Once the user s hourly cost that is going to be modified is displayed which can be done following the steps described in the section 8 1 2 click the modify button Only the Human Resources manager can modify the user s hourly cost The following form will appear 136 MANATEE User Manual Issue 1 D Fractal b q FRACTAL SINE E rac tal Figure 102 Modifying the user s hourly cost defin
138. n Risks tab In order to create a new risk select New Risk tab Only the Quality manager and project managers have the access rights to create new risks The following form will appear 104 Fractal MANATEE User Manual Issue 1 D FRACTAL SLNE Fractal eran etae owe Fami thew amaa theme hearan Den C lra ss lesre bse teh sar Figure 69 Creating a Risk page gt Fill the following fields all mandatory fields are marked with a star Project Select in the list the project to which the new risk is going to be associated Only the project manager of the associated project and the Quality manager can create new risks Therefore for project managers only projects that the login user is project manager will be displayed in the list If the login user is the Quality manager all active projects will be displayed in the list Code The Code is created automatically following the pattern described below see section 14 for more information about which code patterns can be used RI PC nnn where RI is the acronym of Risk PC will be the project code of the project assigned to the risk nnn will be a sequence number that is automatically generated by the application Title Introduce the risk title This is a text field and the maximum length of this field 1s 300 characters Creation date The creation date is filled automatically using the current date 1 e the date when the risk is being created Modificati
139. n conformity content The modify print button allows modifying the non conformity content and printing the non conformity details Delete The delete button allows removing the non conformity completely from the system The actions buttons of each non conformity will not be enabled 1 e they will be displayed as greyed out according to the access rights of the user that has login into the system The non conformities are always arranged by the code Each screen will show 10 non conformities to move among the screens select the other pages numbers or use the arrows that appear in the bottom of the non conformities list scien ie gt gt gt Figure 80 Page selectors 116 Fractal MANATEE User Manual Issue 1 D In order to search a particular non conformity or to constrain the number of non conformities to be displayed select Search Non conformities tab The following form will appear FRACTAL SLING Fractal raio oinn panan fFe an Aa tee feme g ory mrena lew oa Rem b tp Ss aG Ot Weert bew arda mews Figure 81 Search non conformities form gt Fill as many fields as desired in order to filter the non conformity list Project Introduce any number of alphanumerical characters this is not case sensitive any non conformity whose project contains this sequence of characters in its title will be selected Code Introduce any number of alphanumerical characters this is not case sensit
140. n instead of the show button for the last four filled PTR s The PTR content will be displayed 142 MANATEE User Manual Fractal Issue 1 D FRACTAL COLNE Fractal FTR weet D Weer ape Ute HDA tf rutey Dee oul iial CID was teus Tuns fsan tars Figure 110 PTR information view Note If the show or modify buttons of the desired PTR are not available go to the section 13 which provides some guides to troubleshooting problems 8 2 4 Modifying the information in an already created weekly PTR Once the PTR that is going to be modified is displayed which can be done following the steps described in the section 8 2 2 click the modify button The Human Resources manager can modify any PTR Other users can only modify their last four filled PTR s The following form will appear PRACTAL SLNE Fractal Ia om owe em Ve eer re fewer os Dua amet wra arree m Figure 111 Modifying the PTR information page gt Modify the desired fields taken into account constrains listed in section 8 2 1 Only the fields that are not greyed out can be modified gt Click update 143 MANATEE User Manual Fractal Issue 1 D The PTR will be modified Note If for any reason the PTR cannot be modified go to the section 13 which provides some guides to troubleshooting problems 8 2 5 Printing the PTR information Once the PTR that is going to be printed is displayed which can be done following the steps d
141. n see will be displayed 70 MANATEE User Manual Issue 1 D Fractal the re FRACTAL SLNE J Tupen n sotel i gt 17 A Fractal 3923 f rottcator sate Prcpect Managernerct hmar Seroron Caef Crer 7302 Vera Adat soc Vr WES WET kaphi D RE AOT lel Taa whos Start hate fna tate Code Tithe Beeporneter res tread Variste taas thera peret eres Lopera wes es 1 1 Te ane 2009 01 61 9 514 ve thua pret Figure 34 WBS List As shown in the figure the following issues could be available for each WBS in the list Code The code of the WBS Title The title of the WBS WBS responsible The responsible of the WBS Start date real The real start date of the WBS End date real The real end date of the WBS Validate Indicates if the WBS has been validated by the project manager Show print The show print button allows displaying the WBS properties and printing the WBS details Modify print The modify print button allows modifying the WBS properties and printing the WBS details Delete The delete button allows removing the WBS completely from the system The actions buttons of each WBS will not be enabled 1 e they will be displayed as greyed out according to the access rights of the user that has login into the system The WBS is always arranged by the code Each screen will show 10 WBS s to move among the screens select the other pages numbers or use the arrows that appear in the bott
142. n will show 10 milestones to move among the screens select the other pages numbers or use the arrows that appear in the bottom of the Cash milestones list lt lt lt 1 Z gt gt gt Figure 62 Page selectors In order to search a particular milestone or to constrain the number of milestones to be displayed select Search Cash Milestone tab The following form will appear FRACTAL SINE Fractal ae Pq Otay owe Fe tee a be a Phew Co we Aty L ris pera le Arre Le ra oer wen Meee ene Figure 63 Search Cash Milestone form gt Fill as many fields as desired in order to filter the Cash milestones list Project Introduce any number of alphanumerical characters this is not case sensitive any Cash milestone whose associated project contains this sequence of characters in its title will be selected 99 MANATEE User Manual Fractal eke 2 Code Introduce any number of alphanumerical characters this is not case sensitive any milestone that contains this sequence of characters in its code will be selected Name Introduce any number of alphanumerical characters this is not case sensitive any Cash milestone which contains this sequence of characters in its name will be selected Planned date Introduce a date any Cash milestone whose planned date meets the introduced one will be selected Date Introduce a date any Cash milestone whose date meets the introduced one will be selected Type Sele
143. naes oe Ve age wert ther at heer me Pee Lowry e Figure 73 Example of a filled search risk form and the list of risks displayed would be the following one 109 MANATEE User Manual Fractal Issue 1 D PRACTAL SLNE Fractal t Bn me aoe Peet Ura lt a enas Dar Twt o amma Aarun ger mo Meis wr ta m Anss Figure 74 Example of a filtered risk list Note If the desired risk does not appear in any screen go to the section 13 which provides some guides to troubleshooting problems 7 1 3 Displaying the risk information Once the desired risk is displayed which can be done following the steps described in the section 7 1 2 click the show button note project managers of the particular project associated to the risk and the Quality manager can display the properties of this risk using the modify print button instead see section 7 1 4 The Administrator and people authorized to the project associated to the risk have the access rights to display the properties of this risk The risk properties will be displayed FRACTAL SLNE Fractal ro a ar arse mt Wee es Iip ewe oe Tot l aw las we ent oer Figure 75 Risk properties view 110 MANATEE User Manual Fractal Issue 1 D Note If the show or modify print buttons of the desired risk 1 e the modify button will be enabled instead of the show button when the user is the project manager of this project or the Quality manager are not available go to
144. nage the MANATEE restore tool This application has to be installed in the server computer To install MANATEE Restore application is only necessary v Copy the file MANATEERestore jar to your server computer SMANATEERESTORE HOME 24 Fractal MANATEE User Manual Issue 1 D 4 MANTEE USER S PROFILES The User s Profiles that can be defined in MANATEE are the following ones 1 Administrator The administrator has full access to all MANATEE administration capabilities The administrator also has the access rights to visualize project information which allow him her to clarify any doubt about permission that the users can arise Project manager The project manager or project managers of a particular project has the access rights to create modify and delete the WP s WBS s risks non conformities and actions associated to this project decide which documents are related with this project and also decide the authors reviewers and approvers to be assigned the documents of this project The project manager can use in his her project all analysis and visualization functions provided by MANATEE Each project must have at least one project manager The same user can be authorized as project manager for more than one project WP manager The WP manager has the access rights to create and modify the WBS s associated to this WP although the project manager of the project related with this WP must validate the creat
145. neassaniessaeanstacssicevnsaiarsssaiaiencaase 104 Dod TRASK SACL SOF GE onsen E E A E AE 104 PEE er EN 2 0 a eee AN 104 OS 721 o E E ee A 106 7 1 3 Displaying the risk information esssssnennennessssssereesnsssssssssreressssssssrerresssssssssns 110 7 1 4 Modifying the information in an existing risk 0 ce eccccccecccceeeeeeesseeeeeceeeeeeeaas 111 MANATEE User Manual Fractal Issue 1 D del Printing the risk information casecocsessasssasiasinseissaudavduaaiceeuinacceassaseanrccobekspeoinuamaneceinaes 112 PLO B Co 10 kerer E r A ee 112 1 2 Non conformities administration vss cnxausaaeinnaisaaice tasacusnvssavectvaasdasdad inden eiaa 113 Taek Creating a new non Conformity sessccsscedetsaacdedeteeiavcssensslgaecsenesaasddedeadeaneaseiesesaasaeeioat 114 T22 Searching NOM COMIOMMIUCS scenas n i a 115 7 2 3 Displaying the non conformity information cece cceeeeeeeeeeeeesseeeseeeeeeeeeees 119 7 2 4 Modifying the information in an existing non conformity ccsseeeeeeeeeeeeeees 119 7 2 5 Printing the non conformity information ccecccccccccsseeccececeaeeececeeeaeeeeeeeeeeas 120 T20 Dellin A MOM COMTOMINY sicoscscaisaseicassvsduasapresenostessesaannsiseanasyeciateneesawessacseuseeseaieesen 121 To Acthionsadministal Oies A a EE 122 Tal Creedin a new achoe aenn aaa a a aE a a 122 Take me AE MIO AO a EEEE EE E EEEE 124 7 3 3 Displaying the action infOrmation ccccccesescccccccccecceeeeeee
146. ned in the action properties o Creation date as defined in the action properties o Modification date as defined in the action properties o Due date as defined in the action properties o Assigned to as defined in the action properties o State as defined in the action properties o Description as defined in the action properties o Conclusions as defined in the action properties o Due date as defined in the action properties o Assigned to as defined in the action properties o State as defined in the action properties o Due date as defined in the action properties o Assigned to as defined in the action properties Information about any non conformity associated to this project which includes o Non conformity code as defined in the non conformity properties o Non conformity title as defined in the non conformity properties o Project as defined in the non conformity properties o Creation date as defined in the non conformity properties o Modification date as defined in the non conformity properties o Description as defined in the non conformity properties o Priority as defined in the non conformity properties o Actions as defined in the non conformity properties o Conclusions as defined in the non conformity properties The quality data summary can be printed or saved in pdf format 48 Fractal MANATEE User Manual Issue 1 D 6 1 7 7 Project Budget Control After selecting this
147. ned in the project general properties Project title as defined in the project general properties Information related with each cash flow milestone associated to the project which includes o Cash flow milestone date as defined in the cash flow milestone properties o Cash flow milestone name as defined in the cash flow milestone properties o Cash flow milestone code as defined in the cash flow milestone properties o Cash flow milestone planned date as defined in the cash flow milestone properties o Cash flow milestone type as defined in the cash flow milestone properties o Cash flow milestone amount as defined in the cash flow milestone properties The cash flow data summary can be printed or saved in pdf format 6 1 7 10 External expenses After selecting this option the following data must be introduced in order to display the external expenses of the project for a requested period gt Period Start date Introduce the start date of the period gt Period End date Introduce the end date of the period gt Click print The external expenses summary contains the following information Project title as defined in the project general properties 50 Fractal MANATEE User Manual Issue 1 D Project code as defined in the project general properties Period Start date as introduced by the user to display the external expenses information Period End date as introduced by the user to displa
148. ns been side elete deattwate MANATIO wrndily activate PTR hce tere reasdaly tenaire othe delete deas tavade MARA TII oontely activate PIR Perez Are rendi y ensshas rte sistis destete MANATEE oomdtly hvale PER UE nadstass lene Figure 127 Users list As shown in the figure the following issues could be available for each user in the list Name The name of the user Modify The modify button allows modifying the user properties Unsubscribe The unsubscribe button allows unsubscribe the user from the system Delete The delete button allows delete the user completely from the system Deactivate MANATE or activate MANATE The deactivate or activate button allows deactivate or activate the user from the system see 11 5 Activate PTR or modify activate PTR The activate PTR or modify activate PTR allows activate or modify activate PTR see 11 6 The actions buttons of some users will not be enabled 1 e they will be displayed as greyed out according to the users role 1 e special user such as the Human Resources Quality Control and admin cannot be unsubscribed or deleted Non special users are always arranged by the name Each screen will show 10 users to move among the screens select the other pages numbers or use the arrows that appear in the bottom of the user list Figure 128 Page selectors In order to search a particular user or to constrain the number of user to be displayed select Search User tab The
149. nting the WBS Progress Report cccc0sssssccscossssosecctessssesscaseesessssccsecsessssenes 87 6 4 6 Deleting an existing WBS Progress Report cc ceceeccccccceeeceesseseeeeecceeeseaaaeeeees 88 6 5 Milestones administration 2c110 tsscneccannnssnansacsnsh oasis aeeuein tee ues tse doadsnaneedenebetemnabitensb mebeceanees 89 631 reann anew AY BL ois 181 9 ols ae ene en ne T 89 632 Searchin Meston cane enter en ene 90 6 5 3 Print the complete or filtered milestone List 0 0 0 eeeccccccccceeeesseeeeeeeeceeeeeaaaaeeees 93 6 5 4 Displaying the properties of a Milestone cc cessecccccceceeceesseeeseeeeceeesaaeaeeeees 94 6 5 5 Modifying the properties of an existing Milestone ccceeesseeeeececeeeeeeeaeeeees 94 630 By Fo 0002472 IN V0 ei 6 Jo eee ene ee ne ne ne ee 95 6 6 Cash flow milestones administration ccccccceeeeeeeseeseeeeeeeeeeeeeseeesseeesesnaaaaaeaaaaeeeeeees 96 6 6 1 Creating a new Cash Milestones cc cecccccccccccccsceeeseeeeccecceseeaaeeeeseeeeceeesaaaaaneees 96 6 6 2 Searching Cash Milestones 2 dcccaicsiasaaceeiceotaavdveeainabestacueae qeastalauctdataautassaeeseaeeenevabias 98 6 6 3 Displaying the properties of a Cash Milestone cccccccccccccccceeessesseeeeeeeeeeeeeaas 101 6 6 4 Modifying the properties of an existing Cash Milestone eeeseeeccceeeeeeeeees 102 6053 Deleting a Cask Milestone cerceii ea A EENAA 103 7 PROJECT QUALITY CONTROL iscisssssssss soriacievorscntvvssaina
150. ny number of alphanumerical characters this is not case sensitive any user which contains this sequence of characters in its location will be selected Phone Introduce any number of alphanumerical characters this is not case sensitive any user which contains this sequence of characters in its phone will be selected 162 MANATEE User Manual Fractal een Mobile Introduce any number of alphanumerical characters this is not case sensitive any user which contains this sequence of characters in its mobile will be selected gt Click search A new user list will be displayed taken all the filtering constrains introduced into account 1 e the filtered users match all constrains introduced Example The admin is searching all users included which name starts as de and which organization starts as frac Then the Search form must be filled as shown in the figure below SO FRACTAL SLNE Ti or Ar sorta 1 A Fractal 28231 Las Rozas de Ma ae Tew 4 4 t j 31 I5 4 Sat IF Si Pi HP potMcahoe date Mogt Macajerer Harar Seeouces Qualy Corrs see Users h ri eter Veers fhctfcators sera tet New User Search Users Figure 130 Example of a filled search user form and the list of users displayed would be the following one 163 MANATEE User Manual Issue 1 D Fractal admia 35 FRACTAL SLNE CJ Tuspen 92 portal iJ 1 4 Fractal 2823 os Sores Ge Maednd Telefono 914579640 630737901
151. ociated to the risk and the Quality manager have the access rights to delete the risk The current status of the project must be active The following window displaying the risk properties will appear 112 MANATEE User Manual Fractal Issue 1 D FRACTAL SLNE Figure 77 Risk properties view gt Click delete A notification will be also sent internally a MANATEE notification and externally an e mail to the corresponding users in order to inform them about that the risk has been deleted The risk Code has been deleted to be sent to the Project managers and the WP managers of the associated project and to the Quality Manager Note If for any reason the delete button is not available go to the section 13 which provides some guides to troubleshooting problems 7 2 Non conformities administration MANATEE provides the capabilities required to manage the non conformities that are identified in a project From the non conformity administration point of view MANATEE provides the following functionality Introduce a new non conformity Search non conformities using different criteria Display the complete or filtered non conformity list Display the non conformity information Modify the information of a non conformity Print the non conformities details Delete a non conformity It is important to remember that each user can only do actions on the non conformities according to the access ri
152. of this action using the modify print button instead see section 7 3 4 The Administrator and People authorized to the project associated to the action have the access rights to display the properties of this action The action properties will be displayed FRACTAL SUNE Fractal i r em ore a Uram lt a onas o D Cree ase as Mae ae D nia weegs b ta Am _ Se en Figure 93 Action properties view 128 MANATEE User Manual Fractal Issue 1 D Note If the show or modify print buttons of the desired action 1 e the modify button will be enabled instead of the show button when the user is the project manager of this project or the Quality manager are not available go to the section 13 which provides some guides to troubleshooting problems 7 3 4 Modifying the information in an existing action Once the action which properties are going to be modified is displayed which can be done following the steps described in the section 7 3 2 click the modify print button Only project managers of the project associated to the action the Quality manager and the assigned person to this particular action have the access rights to modify the information of the action The current status of the project must be active The following form will appear FRACTAL SILNI Fractal w otee pron maes Waaa nomer Pee e gn Poomty mrena Yuan tasr a eraan gue Figure 94 Modifying the action properties page gt Modify the
153. om of the WBS s list Figure 35 Page selectors In order to search a particular WBS or to constrain the number of WBS to be displayed select Search WBS tab The following form will appear va Fractal MANATEE User Manual Issue 1 D Figure 36 Search WBS form Fill as many fields as desired in order to filter the WBS list WBS Code Introduce any number of alphanumerical characters this is not case sensitive any WBS which contains this sequence of characters in its code will be selected WBS Title Introduce any number of alphanumerical characters this is not case sensitive any WBS which contains this sequence of characters in its title will be selected Responsible Select a user in the list any WBS whose responsible corresponds to the introduced one will be selected WP Code Select a WP in the list any WBS associated to the introduced WP will be selected Description Introduce any number of alphanumerical characters this is not case sensitive any WBS which contains this sequence of characters in its description will be selected Gantt title Introduce any number of alphanumerical characters this is not case sensitive any WBS which contains this sequence of characters in its Gantt title will be selected Goals Introduce any number of alphanumerical characters this is not case sensitive any WBS which contains this sequence of characters in its goals will be selected Inputs Introduce any numb
154. ome guides to troubleshooting problems 6 2 6 Printing a WP Report Once the WP which WP Report is going to be generated is displayed which can be done following the steps described in the section 6 2 2 click the WP report button Only project managers of the project associated to the WP and the WP manager of this particular WP have the access rights to generate WP Reports The current status of the project must be active The WP report contains the following information WP code as defined in the WP properties WP title as defined in the WP properties WP manager as defined in the WP properties WP project as defined in the WP properties WP description as defined in the WP properties Information about each WBS associated to this WP which includes o WBS code as defined in the WBS properties o WBS title as defined in the WBS properties o WBS responsible as defined in the WBS properties o WP manager as defined in the WBS properties o WP project as defined in the WBS properties o Scope as defined in the WBS properties o Description as defined in the WBS properties o Goal as defined in the WBS properties o Inputs as defined in the WBS properties o Tasks as defined in the WBS properties o Deliverables as defined in the WBS properties o Planned start date as defined in the WBS properties 64 MANATEE User Manual Fractal Issue 1 D o Real start date as defined in th
155. on date The modification date is filled automatically using the current date 1 e the date when the risk is being modified Description Introduce a description of the risk This is a text field and the length of this field is not limited 105 MANATEE User Manual Fractal Issue 1 D Effect Describe the effects that the risk could have This is a text field and the maximum length limit is 300 characters Severity Select the severity of the risk among the options offered in the combo box which include the following ones Catastrophic Critical Major Minor and Negligible Probability Select the probability of the risk among the options offered in the combo box which include the following ones High Medium Low and Negligible Actions Describe the actions that are planned and or have been taken to mitigate the risk if the actions have been registered in MANATEE it is recommended to include in this field the code of those actions This is a text field and the maximum length limit is 300 characters Conclusions Describe the current status of the risk If the actions taken to mitigate the risk have been successful it is convenient to indicate in this field that the risk is currently controlled This is a text field and the maximum length limit is 300 characters gt Click add Risk The Risk will be created A notification will be also sent internally a MANATEE notification and externally an e mail to
156. oose the text file Introduce the path and name of the text file directly in the text box or click in the Choose File button to select it using the Document explorer gt Click import Milestones records The Milestones will be imported 12 2 Backups Management MANATEE provides you with a backup tool As Backups management MANATEE provides the following functionality Backup the MANATEE Database Backup the MANATEE Web Application It is important to remember that only the Administrator has the access rights to manage the MANATEE backups 12 2 1 MANATEE Database Backup To start working with backups select Backups tab In order to make the MANATEE database backup select Database backup tab Only the Administrator can make the database backup The following form will appear 173 MANATEE User Manual Issue 1 D FRACTAL SLNE F tal C Tapia n L porte 13 1 A rac C 20231 Lee Rocas Ge Meer PLE3 R640 49073796 MANATEE fem Cw S en29007 edie ata Ae Pope iergent hamnen eseres Oualty Comet Toon Uwes 3 Adeiwetreten Wer tops Wet soptcetor beceup Occwtertston Setup Detsbese bectup Te are pro amp Pane a hatg py Of Phe MARATEE datatene Gate A pa 08 Bre pa wee amp OO 4 ORO panda Ahia bee Inter Ee Cece ee Meter arco tomuto alebare baibup Ce Figure 145 Making MANATEE database Backup gt Click execute database backup The database backup will be made Note If for any reason the datab
157. org apache jasper runtime permission java lang RuntimePermission accessClassInPackage org apache jasper runtime permission java util PropertyPermission org apache jasper runtime read Required for JODBC permission java lang RuntimePermission accessClassInPackage org apache tomcat dbcp Permission needed for web application permission java lang RuntimePermission accessClassInPackage org apache coyote Permissions needed for user language permission java util PropertyPermission user language write Permissions to make database backup from web applications permission java io FilePermission lt lt ALL FILES gt gt execute ee The permissions granted to the balancer WEB INF classes and WEB INF 1lib directory grant codeBase file usr share tomcat5 5 webapps balancer permission java lang RuntimePermission accessClassInPackage org apache tomcat util digester permission java lang RuntimePermission 17 MANATEE User Manual Fractal Pei defineClassInPackage org apache tomcat util digester i grant codeBase file S catalina home bin tomcat juli jar permission java io FilePermission usr share tomcat5 5 webapps jsp examples WEB INF classes logging properties read permission java io FilePermission usr share tomcat5 5 webapps servlets examples WEB INF classes logging properties read Permissions needed to can send mails from Web applications permi
158. orresponding users in order to inform them about the creation of the milestone The Milestone Code has been created to be sent to the Project managers Note If for any reason the milestone cannot be created go to the section 13 which provides some guides to troubleshooting problems 6 5 2 Searching Milestones To start looking for milestones select Project Management tab and then Milestones tab The complete list of milestones that the current user can see will be displayed 90 MANATEE User Manual m Issue 1 D Fractal gemo FRACTAL SLNE J Tups ns porta 13 Fractal Er20251 Les Roroas ce Med Tele for 7 e amp 77 10771 i me ee S es nonfkator date Project Managernerrt harar Rascuross Quality Corro Toots Leers Sw at sor tls Pasch WP WHS WES Recerts Miestomes Cash lu Viestiones Le Search Viesiores Progett twe Sene WarwrenS Bete Cras es P7 ON 42 Utestons at 2010 12 01 bau trg PY 2909 2 98 Use a P 2016 12 19 v show r gt opazi 910 03 0 re 6 cas Ves a t a Pec tre avi IA Tesi 2993 43 31 esl Port eek St we brow l o ree ect Os _ prrs beet Figure 52 Milestones List As shown in the figure the following issues could be available for each Milestone in the list Project The code of the project associated to the milestone Date The real or estimated date of the milestone Name The name of the milestone Planned date The planned date of the milestone
159. ources budget already spent other resources cost in this WP or WBS for the selected period Total planned other resources budget total cost associated to other resources in this WP or WBS for the selected period Total spent budget already spent cost adding the manpower and other resources in this WP or WBS for the selected period Total planned budget total cost adding the manpower and other resources in this WP or WBS for the selected period The total project budget information which is computed adding the values of each WP or WBS according to the selected option listed in the previous list The project budget data summary can be printed or saved in pdf format 49 MANATEE User Manual Fractal Issue 1 D 6 1 7 8 Milestone summary The milestone data summary contains the following information Project code as defined in the project general properties Project title as defined in the project general properties Information related with each milestone associated to the project which includes o Milestone date as defined in the milestone properties o Milestone name as defined in the milestone properties o Milestone planned date as defined in the milestone properties o Milestone critical as defined in the milestone properties The milestone data summary can be printed or saved in pdf format 6 1 7 9 Cash flow summary The cash flow data summary contains the following information Project code as defi
160. projects The current status of the project must be active or finished The current status of the project documents must be approved or obsolete The following window displaying the project properties will appear 54 MANATEE User Manual Fractal Issue 1 D FRACTAL SUNT F ractal a ou em Bete Fran Me ogee srra Vee art ot Lassst irs tam owe Adret oles Figure 21 Project properties view gt Click remove The project will be removed from the system The project status will change to removed A notification will be also sent internally a MANATEE notification and externally an e mail to the corresponding users in order to inform them about that the project has been removed The project Code has been removed from the system to be sent to the Project managers and to the authorized users in the project Note If for any reason the remove button is not available go to the section 13 which provides some guides to troubleshooting problems 6 1 11 Restoring a project Once the project that is going to be restored is displayed which can be done following the steps described in the section 6 1 2 click the restore button Only the Administrator has the access rights to restore projects The current status of the project must be removed The following window displaying the project properties will appear 55 MANATEE User Manual Fractal Issue 1 D ann MANA TE Mon pe
161. pt in the right list Authorized in all document versions Select which users are going to be authorized to see all versions of the documents in the current project from the left list using the arrows between the boxes The users selected will be kept in the right list Authorized in approved documents only Select which users are going to be authorized to see only approved versions of the documents in the current project from the left list using the arrows between the boxes The users selected will be kept in the right list Project Documents This box displays the codes of the documents that are created in the current project This list will be automatically filled at the creation of the documents 32 MANATEE User Manual Fractal Issue 1 D gt Click add project The project will be created The project status is changed to Active A notification will be also sent internally a MANATEE notification and externally an e mail to the corresponding users in order to inform them about the creation of the project The project Code has been created to be sent to the Project managers and to the project authorized users A notification will be also sent internally a MANATEE notification to the corresponding users in order to inform them about they are designed project manager You have been named manager of the project Code to be sent to the Project managers Note If for any reason the project cannot
162. r filtered WP list Display the WP properties Modify the definition of a WP 56 MANATEE User Manual Fractal Issue 1 D Print the WP details Print the WP and all associated WBS s details Delete a WP It is important to remember that each user can only do actions on the WP according to the access rights that this particular user has see sections 4 or 5 2 for more information 6 2 1 Creating anew WP To start working with WP s select Project Management tab and then WP tab In order to create anew WP select New WP tab The current status of the project must be active Only Project Managers have this option available The following form will appear errapecs FRACIAL SLNE Fractal 1 382321 Lee Means da Madrid Teie n SE es ear p mr notiiceos Cate Project Management Haran Respects GueltyCertet Tios Users Agueraton opci WP WHS WSS Gipo Miestotes Cant f Piwi Hew Search Ws a a5 Dema erme gt earal edd Wwe Figure 23 Creating a WP page gt Fill the following fields all mandatory fields are marked with a star Project Select in the list the project to which the new WP is going to be associated A user must be the project manager of a project in order to create a new WP in this project Therefore only projects that the login user is project manager will be displayed in the list Code The Code is created automatically following the pattern described below see section 14 for more infor
163. r to inform them about the creation of the non conformity The Non conformity Code has been created to be sent to the Project managers and the WP managers of the associated project and to the Quality manager Note If for any reason the non conformity cannot be created go to the section 13 which provides some guides to troubleshooting problems 7 2 2 Searching non conformities To start looking for non conformities select Quality Control tab and then Non conformities tab The complete list of non conformities that the current user can see will be displayed 115 Fractal Fractal et Pm es ewe MANATEE User Manual Issue 1 D PRACTAL SLNE am Wer age ners sere See e Dary Care aes to Saree oo ee eateries amp we eee Fat fee Aye me er we 7 _ i 4 n o f AA a TL w ir Ve ae rere om oe ae oe T TC tee Ce Ogee Cero Figure 79 Non conformity List As shown in the figure the following issues could be available for each non conformity in the list Project The code of the project associated to the non conformity Code The code of the non conformity Title The title of the non conformity Creation date The creation date of the non conformity Date The last modification date of the non conformity Priority The priority of the non conformity Show modify print Two different action buttons can appear in this position The show button displays the no
164. rations related with to modify the range axis and the properties of the graph can be done as described in section 6 1 7 3 Another function about the Gantt chart is that it can be exported to a txt or xml file to can use in others compatibles project software The txt file is compatible with the MS Project software and the xml file is compatible with the Merlin software 6 1 7 6 Quality data summary The quality data summary contains the following information Project code as defined in the project general properties Project title as defined in the project general properties Information about any risk associated to this project which includes o Risk code as defined in the risk properties o Risk title as defined in the risk properties o Project as defined in the risk properties o Creation date as defined in the risk properties o Modification date as defined in the risk properties o Description as defined in the risk properties o Effect as defined in the risk properties 47 MANATEE User Manual Fractal Issue 1 D o Severity as defined in the risk properties o Probability as defined in the risk properties o Actions as defined in the risk properties o Conclusions as defined in the risk properties Information about any action associated to this project which includes o Action code as defined in the action properties o Action title as defined in the action properties o Project as defi
165. rcentage of completion meets the introduced number will be selected gt Click search A new WBS list will be displayed taken all the filtering constrains introduced into account 1 e the filtered WBS match all constrains introduced Example The user is searching all WBS included which code contains TST and which WP responsible name is P rez Ana Then the Search form must be filled as shown in the figure below FRACTAL SLIME Fractal ACHO CUM Pipl Mac aperrert ote te ae zasi pt co iera Ce E ote Figure 37 Example of a filled search WBS form and the list of WBS displayed would be the following one 73 MANATEE User Manual Issue 1 D Fractal ee p gt a aoti FRACTAL SINE Fractal wte eter apra A Me mg Ire ewar e aty ort Tot ae ADe anr pmi Pa ar AP BRR wes Recess Myrra cet Foe WEL vim were ADA Seen AES 2 ea amp amp e amp EES gt Ead P P wee tet COP a Ae OR GOT NOSIJO he m nos dada wy oe ere er ee etry baa deies oe pra 4 Eai gt s wee TET 4 8 Pep wa OO O10 ROG me man g poeu Figure 38 Example of a filtered WBS list Note If the desired WBS does not appear in any screen go to the section 13 which provides some guides to troubleshooting problems 6 3 3 Displaying the properties of a WBS Once the desired WBS is displayed which can be done following the steps described in the section 6 3 2 click the show button The Administrator the WBS r
166. re marked with a star Project Select a project in the list If the login user is the Human Resources manager or the administrator all projects will be available If the login user is any other user only project managed by the login user will be available Period start date Introduce a starting date for the period to be displayed Period end date Introduce an ending date for the period to be displayed Group by Select how the information must be group There two options by Users the hours spent by each person associated to the project will be displayed or by WP s the hours spent in each WP s defined in the project will be displayed gt Click OK The project manpower pie charts will be displayed TST Hours Distribution Period 2009 07 01 2009 12 01 TST Real Spent Meers Destrebevtion Mar Min rt os TST Planned Hours Destribetion Crvwre Muse i e Figure 119 Power manpower pie charts example The upper one shows the real spent hours distribution and the lower one shows the planned spent hour distribution grouped by users or WP as selected and for the selected period The charts can be saved printed or their properties modified as described in section 6 1 7 3 9 2 3 Cash flow charts To have a visual image of the cash flow for a selected period select Tools tab then Graphics tab and finally Cash Flow Charts tab This option is available to the Human Resources manager and project mange
167. roduce the cost associated to other resources Only numbers are valid values in this field Completion This field is automatically filled from the level of completion estimated by the WBS responsible in the last generated WBS report gt Click add WBS The WBS will be created A notification will be also sent internally a MANATEE notification and externally an e mail to the corresponding users in order to inform them about the creation of the WP The WBS Code has been created to be sent to the Project managers the WP manager and the WBS responsible A notification will be also sent internally a MANATEE notification and externally an e mail to the corresponding user in order to inform him her about he has been assigned as responsible of the WBS You have been named responsible of the WBS Code to be sent to the WBS responsible A notification will be also sent internally a MANATEE notification and externally an e mail to the corresponding users in order to inform them about they have been assigned to the WBS You have been assigned to the WBS Code with Hours hours to be sent to the users assigned to the WBS Note If for any reason the WBS cannot be created go to the section 13 which provides some guides to troubleshooting problems 6 3 2 Searching WBS s To start looking for WBS select Project Management tab and then WBS tab The complete list of WBS s that the current user ca
168. rom a Open dialog by clicking the button Huscaren _ Documents Y a C Ad l fhr i gegi 0 0 My Muse My Pictures Uy Stathone ry J My Videos 1 Scanned Documents Nombro Ge archivo Archivos de too sgi v ADru Cancetar Figure 152 Open file window gt Click OK C One of the following information windows will appear If MANATEE database were restored it will appear lforrrumon MAMATTE databate rectore ee i MANATEE database have been resice rd Acegtar Figure 153 Information confirmation MANATEE database restore If MANATEE database were not restored the following window will appear informaton MANATEE databace settore ee MANATET fataiwuese oad oot be restored the Sarr that He Wy SOL server ia reer and het the introduced dats are comrect 4 eter Figure 154 Information error DOCMA database restore 12 3 2 MANATEE MySQL Users Restore For any database in MySQL there are MySQL users that have different permissions through this database In this case the MANATEE database has defined two users 179 MANATEE User Manual Fractal Issue 1 D v user m gt this user have SELECT INSERT UPDATE DELETE CREATE DROP INDEX ALTER permissions through MANATEE database v user l gt this user have SELECT permission through MANATEE database Only in the case that you have to reinstall the MySQL Server in you server computer you will have to restore the MANATEE MySQL users
169. rom the system The actions buttons of each risk will not be enabled 1 e they will be displayed as greyed out according to the access rights of the user that has login into the system The risks are always arranged by the code Each screen will show 10 risks to move among the screens select the other pages numbers or use the arrows that appear in the bottom of the risks list Scie fa gt gt gt Figure 71 Page selectors 107 Fractal MANATEE User Manual Issue 1 D In order to search a particular risk or to constrain the number of risks to be displayed select Search Risks tab The following form will appear FRACTAL SLNE Rens x Figure 72 Search risks form gt Fill as many fields as desired in order to filter the risk list Project Introduce any number of alphanumerical characters this is not case sensitive any risk whose project contains this sequence of characters in its title will be selected Code Introduce any number of alphanumerical characters this is not case sensitive any risk which contains this sequence of characters in its code will be selected Title Introduce any number of alphanumerical characters this is not case sensitive any risk which contains this sequence of characters in its title will be selected Creation date Introduce a date any risk whose creation date meets the introduced one will be selected Modification date Introduce a date any risk whose modifi
170. roperties are going to be printed is displayed which can be done following the steps described in the section 7 1 2 click the modify print button Only project managers of the project associated to the risk and the Quality manager have the access rights to modify the information of the risk The current status of the project must be active The risk information will be displayed gt Click Print Risk button A summary of the risk that contains the following information will be generated Code as defined in the risk properties Title as defined in the risk properties Project as defined in the risk properties Creation date as defined in the risk properties Modification date as defined in the risk properties Description as defined in the risk properties Effect as defined in the risk properties Severity as defined in the risk properties Probability as defined in the risk properties Actions as defined in the risk properties Conclusions as defined in the risk properties The risk details can be printed or saved in pdf format Note If for any reason the modify print button is not available go to the section 13 which provides some guides to troubleshooting problems 7 1 6 Deleting a risk Once the risk which is going to be deleted is displayed which can be done following the steps described in the section 7 1 2 click the delete button Only project managers of the project ass
171. rs 152 MANATEE User Manual Fractal Eee The following form will appear FRACTAL SLNE Fractal rad fa she Asio Pope Legemeer mere Neeser es Dahi Carers Tate hears Ravenvet ae os Graphics ae Ce p meyo e Det Cosh Pace Chorb tote Nayi Figure 120 Cash flow charts form gt Fill the following fields all mandatory fields are marked with a star Period start date Introduce a starting date for the period to be displayed Period end date Introduce an ending date for the period to be displayed Group by Select an option between the following ones o All projects to display the total organization cash flow o A project to display the cash flow in a particular project Select a project in the list If the login user is the Human Resources manager or the administrator all projects will be available If the login user is any other user only project managed by the login user will be available gt Click OK The cash flow chart will be displayed 153 MANATEE User Manual Issue 1 D 1001 10410t 100461 1846701 Time 1001 10010t 100401 16670 aae p gt as _ Figure 121 Cash flow charts example The graph can be printed saved or its properties modified as described in section 6 1 7 3 9 2 4 Total budget charts To have a visual image of the total spent and planned budget select Tools tab then Graphics tab and finally Total budget Charts tab Thi
172. s Nombre Ge archivo Archivos de po sgi v ADI t Cancesar Figure 168 Open file window gt Introduce the MANATEE Web application workdir or select it from a Open dialog by clicking the button Abn a p TE Musca es Documents i i oo 0 Fax 9egl 0 0 My Mesic My Picteres My Stationery My Videos Scammed Documents Nombre de archivo Archivos de hpo Abaw Cancelar Figure 169 Open dir window Click OK F One of the following information windows will appear If MANATEE Documentation were restored the following window will appear 186 MANATEE User Manual Fractal Issue 1 D Information MANATEE documentation restore lt 1 MANATEE documentation has been restored Aceptar Figure 170 Information confirmation MANATEE Documentation restore If MANATEE Documentation were not restored the following window will appear Information MANATEE documentation restore Ea MANATEE documentation could not be restored Be sure that you have write permissions m the copy derectory Aceptar Figure 171 Information error MANATEE Documentation restore 12 3 5 MANATEE Full Restore Be sure you have installed and running the MySQL server service and Tomcat server see section 3 3 before restore MANATEE After restore MANATEE configure the tomcat server see section 3 4 Starting at the Main Window of the application f MANATEE Restore Toot gt fetal file R
173. s ceaeuntceas 168 E7 Demean US i aara Tn are ne E 169 12 MANATEE ADMINISTRATION sssssssccccccoccoccecccccccsccsccceccccccecesesesesseeesssssssssssssssssse 170 P TTO a E E A E E E E R 170 Ee DOA WD S eana A 170 Me HOPON a EEEE EEEE E ENOO aes eee 171 A ToM eS 001 o N A A 172 122 Back ps Manageme esocinus ATTAN N 173 1221 MANATEE Database BAC kU secscsacesssssaceviaswasusitaissqucesssaatinndidededeuinesecwecssoautasaasionsesncios 173 12 2 2 MANATEE Documentation Backup cccccccecccccccecceeseeecceeeaeeeececeeeaeeeeeeeeeeas 174 12 2 3 gt MANATEE Web Application Backup cccccccccsssssseceecceceeceeeseseeeeeceeeeeeeaas 175 G BR a ee ee eee E E en ee re ene eee eee ee T 176 12 3 1 MANATEE Database Restore ccscs cswsnsunssaiseainesaicancnesdancnanceadatavbedendsvdedtuastssacnassasies 177 12 3 2 MANATEE MySQL Users ReStore ccccccceccccceeseeeccenseetcccaseesccnassesccanaees 179 MANATEE User Manual Issue 1 D Fractal 12 3 3 MANATEE Web Application Restore 12 3 4 MANATEE Documentation Restore 12 3 5 MANATEE Full Restore 13 TROBLESHOOTING 14 SETTING UP MANATEE 1 SUMMARY This is the User Manual of the Fractal Project Management Tool MANATEE In this manual you can learn gt gt gt gt The MANATEE functionality How to install the application How to use the application step by step and How to handle the problems that could arise 11 MANATEE User Manual I 1 D Fra
174. s option is available to the Human Resources manager and project mangers The following form will appear 154 Fractal MANATEE User Manual Issue 1 D FRACTAL SLNE Fractal one ee da Pe gee ae pee tte Mame ere we ey ate ee tome Lier Ate et ater Or ephece Figure 122 Total budget charts form gt Fill the following fields all mandatory fields are marked with a star All project Select this option to display the spend budget considering the manpower as reported in PTR s and other resources expenses as reported in WBS reports and the planned budget considering the manpower and other resources as planned in the WBS s for each project A project Select this option to display the spend budget considering the manpower as reported in PTR s and other resources expenses as reported in WBS reports and the planned budget considering the manpower and other resources as planned in the WBS s for each WP in the selected project The project must be selected in the combo box If the login user is the Human Resources manager or the administrator all projects will be available If the login user is any other user only project managed by the login user will be available gt Click OK The total budget chart will be displayed 155 MANATEE User Manual Fractal Issue 1 D Total Budget Figure 123 Total budget chart example The graph can be saved printed or its properties modified as described in
175. ssion java io FilePermission SMANATE HOME WEB INF classes logging properties read ee These permission apply to the JDBC MySQL connector grant permission java net SocketPermission localhost resolve permission java net SocketPermission 127 0 0 1 3306 connect resolve WEB MANATEE permissions grant codeBase file S MANATEE HOME Permissions needed to use the temporal dir permission java util PropertyPermission java io tmpdir read write permission java io FilePermission SYSTEM TEMP DIR read write delete Permissions needed to read and write files permission java io FilePermission S MANATEE BACKUP read write delete execute permission java io FilePermission SMANATEE HOME private doc read write delete execute Permissions needed to send e mails permission java net SocketPermission SMAILSERVER connect resolve Where SMANATEE HOME is the home pathname where the MANATEE web application is installed SMANATEE BACKUP is the home pathname where the MANATEE web application save backups path user defined SMAILSERVER is the SMTP Mail Server the company is going to use SSYSTEM TEMP _DIR is the pathname of the system temporal directory 18 MANATEE User Manual Fractal Issue 1 D 3 3 3 Define the MANATEE Web application To define the MANATEE web application v Add the following lines in the file SCATALINA HOME conf server xml only the bold lines
176. t available go to the section 13 which provides some guides to troubleshooting problems 7 3 Actions administration MANATEE provides the capabilities required to manage the actions that are created in a project From the action administration point of view MANATEE provides the following functionality Introduce a new action Search actions using different criteria Display the complete or filtered action list Display the action properties Modify the definition of a action Print the actions details Delete a action It is important to remember that each user can only do actions on the actions according to the access rights that this particular user has see sections 4 or 5 2 for more information 7 3 1 Creating a new action To start working with actions select Quality Control tab and then Actions tab In order to create a new action select New Action tab Only the Quality manager and project managers have the access rights to create new actions The following form will appear 122 Fractal MANATEE User Manual Issue 1 D FRACTAL SLNE Fractal tame Dpr Figure 87 Creating a Action page gt Fill the following fields all mandatory fields are marked with a star Project Select in the list the project to which the new action is going to be associated Only the project manager of the associated project and the Quality manager can create new actions Therefore for project managers only projects th
177. tal 4 s i _ e gt te FRACTAL SLNE Fractal m owe aes hai Cevegeret hha R O Laem a Lie A gt ths WP WEE GER Aa Meee Cant fee Wes Reger wt fee WR fee leet RS Paquet v 4 ain a 4 tas in Perce Ana x roe yo m gt A ate mes gt ae i sepor i MA naa nt Soe nei r tt Ad aty pet I tetji Figure 47 Example of a filtered WBS Report list Note If the desired WBS Report does not appear in any screen go to the section 13 which provides some guides to troubleshooting problems 6 4 3 Displaying the information in a WBS Progress Report Once the desired WBS Report is displayed which can be done following the steps described in the section 6 4 2 click the show button The people authorized to the project associated to the WBS have the access rights to display the information included in this WBS Report The WBS Report information will be displayed FRACTAL SLAE Fractal tome ras ane aom Mergeam sirme Ampar e Doy rte Sam st A wee Teh OR WER Apati Weer P to AME wee ewe ATI See See AL Anor Figure 48 WBS properties view 85 MANATEE User Manual Fractal Issue 1 D Note If the show button of the desired WBS Report is not available go to the section 13 which provides some guides to troubleshooting problems 6 4 4 Modifying the information in an existing WBS Progress Report Once the desired WBS Report is displayed which can be done following the steps described in th
178. te Click this box to delete the WBS predecessor Associated Milestone Associate as many milestones to the WBS as desired An Associated Milestone is introduced clicking the Asociate Milestone button and filling the following fields o Milestone Select the Milestone from the list Only Milestone existing in this particular project are available in the list o Delete Click this box to delete the Associated milestone Manpower Introduce the manpower that is going to participate in the WBS The manpower required from each user is introduced clicking the Add User button and filling the following fields o User Select the Users from the lst All Users introduced in MANATEE are available o Hours Introduce the estimated hours that each user must work in the WBS Hardware resources Introduce a description of the hardware required for the WBS This is a text field and the length of the field is not limited Software resources Introduce a description of the software required for the WBS This is a text field and the length of the field is not limited Sub contracts resources Introduce a description of the sub contracts required for the WBS This is a text field and the length of the field is not limited 69 MANATEE User Manual Fractal Issue 1 D Cost associated to manpower This field is automatically filled taken into account the manpower resources introduced in the WBS Cost associated to other resources Int
179. ted start date meets the introduced one will be selected 83 MANATEE User Manual Fractal Issue 1 D Total manpower exceeded Select a value in the list any WBS report which Total manpower exceeded field meets the introduced value will be selected By default the searching results are not constrains by this value End planned date exceeded Select a value in the list any WBS report which End planned date exceeded field meets the introduced value will be selected By default the searching results are not constrains by this value Comments Introduce any number of alphanumerical characters this is not case sensitive any WBS Report that contains this sequence in its comments will be selected gt Click search A new WBS Reports list will be displayed taken all the filtering constrains introduced into account 1 e the filtered WBS Reports match all constrains introduced Example The user is searching all WBS Reports whose associated WBS code is WBS TST 1 1 and whose WBS responsible name is P rez Ana Then the Search form must be filled as shown in the figure below FRACTAL SLNE Fractal rewrite atan date Propet Manager er tire Seeouries Dee Cortes Dox L gt ArT WE j Ar we p mporn U test WHEL See s wee TET 14 Peree Are Figure 46 Example of a filled search WBS Report form and the list of WBS Report displayed would be the following one 84 MANATEE User Manual Issue 1 D Frac
180. the non conformity properties Actions as defined in the non conformity properties Conclusions as defined in the non conformity properties The non conformity details can be printed or saved in pdf format Note If for any reason the modify print button is not available go to the section 13 which provides some guides to troubleshooting problems 7 2 6 Deleting a non conformity Once the non conformity which is going to be deleted is displayed which can be done following the steps described in the section 7 2 1 click the delete button Only project managers of the project associated to the non conformity and the Quality manager have the access rights to delete the non conformity The current status of the project must be active The following window displaying the non conformity properties will appear FRACTAL SLNE t Aa oe te Usas a gu uas on Que wees ar Air a a OO a a bere Figure 86 Non conformity properties view gt Click delete 121 MANATEE User Manual Fractal Issue 1 D A notification will be also sent internally a MANATEE notification and externally an e mail to the corresponding users in order to inform them about that the non conformity has been deleted The non conformity Code has been deleted to be sent to the Project managers and the WP managers of the associated project and to the Quality Manager Note If for any reason the delete button is no
181. the section 13 which provides some guides to troubleshooting problems 7 1 4 Modifying the information in an existing risk Once the risk which properties are going to be modified is displayed which can be done following the steps described in the section 7 1 2 click the modify print button Only project managers of the project associated to the risk and the Quality manager have the access rights to modify the information of the risk The current status of the project must be active The following form will appear FRACTAL SLNE mA An e ree w Ue aser qag omis Quin Care ats asm Ae am st Pans Figure 76 Modifying the risk properties page gt Modify the desired fields taken into account constrains listed in section 7 1 1 Only the fields that are not greyed out can be modified gt Click update The risk will be modified A notification will be also sent internally a MANATEE notification and externally an e mail to the corresponding users in order to inform them about the modification of the risk The properties of the Risk Code have been modified to be sent to the Project managers and the WP managers of the associated project and to the Quality Manager Note If for any reason the risk cannot be modified go to the section 13 which provides some guides to troubleshooting problems 111 MANATEE User Manual Fractal Issue 1 D 7 1 5 Printing the risk information Once the risk which p
182. tions 4 or 5 2 for more information 8 1 User s hourly cost administration MANATEE provides the capabilities required to define and maintain the hourly cost of the people working in the organization From the user s hourly cost administration point of view MANATEE provides the following functionality Define the hourly cost of a user Search the hourly cost of a user Modify the hourly cost of a user Delete the hourly cost of a user This administration of the user s hourly cost is restricted to the Human Resources manager which is therefore the only user that have available the functionality described in this section 8 1 1 Define a new User s hourly cost To define a new hourly cost for a user select Human Resources tab and then HHRR tab The Human Resources manager is the only user that can define a new User s hourly cost The hourly cost already defined by the MANATEE users will be displayed In order to define a new hourly cost for a user select New user s hourly cost tab The following form will appear 132 MANATEE User Manual Fractal Issue 1 D FRACTAL SLNE H Fractal ratte stan tsu Pres Marap memen Aspre P Coreen te v Ame et ee weer p amih ree oe Figure 96 Defining a user s hourly cost page gt Fill the following fields all mandatory fields are marked with a star User Select a person in the list all users registered in MANATEE are available Year Select a
183. to specify Xmx Java option v For Linux place the Java options into the CATALINA OPTS environment variable For example server Xmx2 50m 3 4 MANATEE Web Application Installation and Configuration 3 4 1 MANATEE Web Application installation To install MANATEE Web application follow the steps v Unzip the file manatee wapp 1 0 zip to the directory you want to install the MANATEE Web Application S MANATEE HOME v Changes the permissions in the directories SMANATEE HOME doc and SMANATEE BACKUP to permit to Tomcat user to can read write delete and execute files v Changes if it is necessary the attribute docBase in tthe file SCATALINA HOME conf server xml see section 3 3 2 v Install the MANATEE database into the MySQL server executing in the terminal the MySQL command mysql lt geco sql u root p 20 MANATEE User Manual Fractal Issue 1 D 3 4 22 MANATEE Web Application configuration To configure MANATEE Web Application it is necessary to changes some parameters in the configuration files v The file SMANATEE HOME WEB INF web xml v The file SMANATEE HOME WEB INF classes com fractal manatee manatee props 3 4 2 1 Web xml configuration In the MANATEE HOME WEB INF web xml change the variable MANATEE HOME with the real the path where unzip the application see 3 4 1 lt servlet gt lt servlet name gt main lt servlet name gt lt servlet class gt com fractal manatee Main lt servlet class gt
184. ts to display the properties of this non conformity The non conformity properties will be displayed FRACTAL SLNE te wae Stes Figure 84 Non conformity properties view Note If the show or modify print buttons of the desired non conformity 1 e the modify button will be enabled instead of the show button when the user is the project manager of this project or the Quality manager are not available go to the section 13 which provides some guides to troubleshooting problems 7 2 4 Modifying the information in an existing non conformity Once the non conformity which properties are going to be modified is displayed which can be done following the steps described in the section 7 2 1 click the modify print button Only project managers of the project associated to the non conformity and the Quality manager have the access rights to modify the information of the non conformity The current status of the project must be active The following form will appear 119 MANATEE User Manual Fractal Issue 1 D N a FRACTAL SLNE Fractal Figure 85 Modifying the non conformity properties page gt Modify the desired fields taken into account constrains listed in section 7 2 1 Only the fields that are not greyed out can be modified gt Click update The non conformity will be modified A notification will be also sent internally a MANATEE notification and externally an e mail to the corresponding users in
185. ual Issue 1 D gt Fill the following fields all mandatory fields are marked with a star Name Introduce the first name of the user This is a text field and the maximum length of this field is 45 characters Surname 1 Introduce the surname of the user This is a text field and the maximum length of this field is 45 characters Surname 2 Introduce the second surname of the user if exists This is a text field and the maximum length of this field is 45 characters e mail Introduce the e mail address of the user This is a text field and the maximum length of this field is 45 characters User Introduce a user name for logging into DOCMA This is a text field and the maximum length of this field is 15 characters Password Introduce a password for logging into DOCMA whenever using the user name introduced in the previous text field This is a text field and the maximum length of this field is 32 characters Confirmation Introduce again the same password as done in the previous text field This is a text field and the maximum length of this field is 32 characters Organization Introduce the name of the Organization to which the user belongs This is a text field and the maximum length of this field is 45 characters Location Introduce the user s address This is a text field and the maximum length of this field is 45 characters Phone Introduce the user s phone number This is a text field and the maximum l
186. ws 170 MANATEE User Manual Fractal Issue 1 D gt Fill the following field mandatory fields are marked with a star Choose the operative system used to generate the text file Select an operative system Windows Linux or Mac Os in the list Choose the text file Introduce the path and name of the text file directly in the text box or click in the Choose File button to select it using the Document explorer gt Click import WBS records The WBS s will be imported 12 1 2 Import WP s A set of WP s can be imported in a row in MANATEE using the import WP s tool To make use of this functionality select Administration tab then Tools tab and finally Import WP s tab Only the MANATEE administrator can use this functionality The following form will appear FRACTAL SLNE 7 HAr P 4 n A 19 N Fractal E 26231 Las Rozas de Ma notfcabor date Monci Wacejerert Harar Sesouces Quety Corro oct Users Adoeres tr ator moor Viesiones import WF es roont WOSs Figure 143 Importing WP s As explained in the form the text file where the information about each particular WP is included must be prepared before filling the import WP s form A template of this text file is available in the import WP s page see note at the page bottom Please follow the instructions included in template file to fill it correctly Once the template file has been filled the text file which will be finally imported must be
187. xample The user is searching the non conformities in the project TST that includes the word time in their title Then the Search form must be filled as shown in the figure below PRACT AS SLNE E f A lt tal r amp et owe mt w ores nes Fee met ene Taen ss 2 wee om toe eo les et We We et mee 68 Oa rete mews re ELEG Figure 82 Example of a filled search non conformity form and the list of non conformities displayed would be the following one FRACTAL SLNE Fractal T ome so hemi Oe agers om Manes rt See ee Tees ner Aeee meer i s W cO oli we a gt 4 was Sw oe 7 me we wy A a EA S s 5 a ad be Figure 83 Example of a filtered non conformity list 118 MANATEE User Manual I 1 D Fractal eee Note If the desired non conformity does not appear in any screen go to the section 13 which provides some guides to troubleshooting problems 7 2 3 Displaying the non conformity information Once the desired non conformity is displayed which can be done following the steps described in the section 7 2 1 click the show button note the Administrator project managers of the particular project associated to the non conformity and the Quality manager can display the properties of this non conformity using the modify print button instead see section 7 2 4 The Administrator and People authorized to the project associated to the non conformity have the access righ
188. y Videos Scanned Documents Nombre de archive ArChiw0s d ipo a Abrir Lanotiat Figure 174 Open dir window Introduce Server name Introduce Database name Introduce MySQL port Introduce MySQL root user Introduce MySQL root password 4 bu bd Introduce the MANATEE database backup file or select it from a Open dialog by clicking the button S Documents geo 0o My Nusk CA My Pictures e My Stationery My Videos 1 Scanned Documents Nombre Ge archiva Archivos de too Lancen Figure 175 Open file window gt Click OK C One of the following information windows will appear If MANATEE database were restored the following dialog will appear that must be accepted to go to the next step see D 189 MANATEE User Manual Fractal Issue 1 D kmna MANATEE database ond MYSQL uses restore l MAMAI E Gateteese asd Uy YO upers hyre beea rese A epiar Figure 176 Information confirmation MySQL users and MANATEE database restore If MANATEE database were not restored the following dialog will appear to indicate that the MANATEE Full restore is interrupted information MANATI databace end MySQL utens restore a i MAMATEE detabase asd My SOL users Coed fot Be restored Se sure thal My SU Serve S Vanno and Thal the PA ode ed data ected Aceptar Figure 177 Information error MySQL users and MANATEE database restore D MANATEE Full Restore Step 2 dialog will appear P MANATEE Full
189. y WP whose project contains this sequence of characters in its title will be selected Code Introduce any number of alphanumerical characters this is not case sensitive any WP which contains this sequence of characters in its code will be selected Title Introduce any number of alphanumerical characters this is not case sensitive any WP which contains this sequence of characters in its title will be selected Description Introduce any number of alphanumerical characters this is not case sensitive any WP which contains this sequence of characters in its description will be selected WP manager Select a user in the list any WP whose manager corresponds to the introduced one will be selected Gantt title Introduce any number of alphanumerical characters this is not case sensitive any WP which contains this sequence of characters in its Gantt title will be selected Active Select Yes or No in the list any WP meeting the requested state will be selected By default the option Yes is selected 60 MANATEE User Manual i PN Issue 1 D gt Click search A new WP list will be displayed taken all the filtering constrains introduced into account 1 e the filtered WP match all constrains introduced Example The user is searching all WP included in the project TST which WP manager name is P rez Ana Then the Search form must be filled as shown in the figure below emaks Cait FRA
190. y the bold lines lt Define the Tomcat Stand Alone Service gt lt Service name Catalina gt lt Define the top level container in our container hierarchy gt lt Engine name Catalina defaultHost localhost gt lt Because this Realm is here an instance will be shared globally gt lt Realm className org apache catalina realm JDBCRealm debug 99 driverName com mysql jdbc Driver connectionURL jdbc mysql localhost 3306 DATABASENAME autoReconnect true connectionName user m connectionPassword modificar userTable usuarios userNameCol usuario userCredCol clave userRoleTable roles roleNameCol rol digest md5 gt SCATALINA HOME is the home pathname where the tomcat server application is installed 15 MANATEE User Manual Fractal Issue 1 D where SDATABASENAME is the database name by default geco Y Copy the MySQL Connector J to the directory CATALINA HOME common lib 3 3 2 Security Manager in Tomcat Server If you choose to run Tomcat Server with the Security Manager it 1s necessary to modify the configuration file v Add the following lines in the file SCATALINA HOME conf catalina policy only the bold lines me ee catalina corepolicy Security Policy Permissions for Tomcat 5 lt This file contains a default set of security policies to be enforced by the JVM when Catalina is executed with the security option In addition to
191. y the complete or filtered WBS list Display the information included in the WBS Modify the information included in the WBS Print the WBS information Delete a WBS It is important to remember that each user can only do actions on the WBS according to the access rights that this particular user has see sections 4 or 5 2 for more information 6 3 1 Creating anew WBS To start working with WBS s select Project Management tab and then WBS tab In order to create anew WBS select New WBS tab Only project managers and WP managers have this option available The following form will appear FRA TAL SLNI Fractal Figure 33 Creating a WBS page gt Fill the following fields all mandatory fields are marked with a star WP Code Select in the list the WP to which the new WBS is going to be associated The user must be the project manager of the associated project or the WP responsible in order to create a new WBS in this WP Therefore only WP that the login user is WP or project manager will be displayed in the list WP manager This field is automatically filled after the WP Code has been already selected 67 Fractal MANATEE User Manual Issue 1 D Code Introduce a WBS code any combination of alphanumeric characters The application automatically fills this field with the WP Code changing the WP acronym in the code by WBS because it is recommended to choose a WBS code based in the correspon
192. y the external expenses information Total planned expenses total expenses planned in the project human resources are not considered in the selected period according to the information included in the WBS s Total real expenses total expenses already done in the project human resources are not considered in the selected period according to the information included in the WBS Reports Total planned cash out total cash out in the selected period according to the information included in the planned cash out milestones Total real cash out total cash out in the selected period according to the information included in the real cash out milestones Total planned net expenses total planned expenses minus total planned cash out Total real net expenses total real expenses minus total real cash out The external expenses summary can be printed or saved in pdf format 6 1 8 Archiving a project Once the project that is going to be archived is displayed which can be done following the steps described in the section 6 1 2 click the finish button Only the Administrator and the Project managers of the project to be archived have the access rights to archive projects The current status of the project must be active The following window displaying the project properties will appear 51 MANATEE User Manual Fractal Issue 1 D FRACTAL SLI Fracta Figure 18 Project properties view gt Click finish
193. ye te me ee eh a a s e a Pi a an ee Ss tae oe i E DAt LDD Aae SO PWS orre Me ey Hae egeree FRACTAL SLNE Fractal Je251 oe aros Ge and Tetiere 914 Rt0e 67 CR l beer testes dete Propri Menegewest femme Re OyO ote Arete Projects WP PD WES feeperts Uee Cosh fine Prams bet Agee Pee heer Poat l estr Lote sassi bgmn eC Prajesa Sesegers Aether teoe d ie bll Gene rem amp 5 ae peon bs mas be meee 2 ot wees sre Figure 22 Project properties view gt Click restore The project will be restored into the system The project status will change to finished The status of the project documents will be approved A notification will be also sent internally a MANATEE notification and externally an e mail to the corresponding users in order to inform them about that the project has been restored The project Code has been restored to be sent to the Project managers and to the authorized users in the project Note If for any reason the restore button is not available go to the section 13 which provides some guides to troubleshooting problems 6 2 WP administration MANATEE provides the capabilities required to manage the WP s that are defined in a project From the WP management point of view MANATEE provides the following functionality Create anew WP Search WP using different criteria Display the complete o
194. year in the list Hourly cost Introduce the hourly cost of the selected person This is a numerical field Hours per year Introduce the number of hour that the selected person works in year This is a numerical field gt Click add The hourly cost has been defined for the selected user and year Note If for any reason the hourly cost cannot be created for a user go to the section 13 which provides some guides to troubleshooting problems 8 1 2 Searching User s hourly costs To start looking for User s hourly costs select Human Resources tab and then HHRR tab Only the Human Resources manager can visualize the user s hourly cost The User s hourly cost already defined will be displayed 133 MANATEE User Manual Fractal Issue 1 D FRACTAL SLNE Fractal ate ge nem l m Ve ee woa etos t Da Graa tari liat i Oe 104 tr Per Pj Liser s tnry caw bel r oe T 6 i lt pi ga t i i i 4 a s S 4 gt e 1 i 3 E cece cide rrrrerrerer Figure 97 User s hourly cost List As shown in the figure the following issues could be available for each hourly cost defined in the list User The name of the user Year The year corresponding to the hourly cost defined Hour cost The cost per hour of the mentioned user and year Year hours The number of hours per year that the mentioned user works Modify The modify button allows modifying the us

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