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1. Design 28 fas 30 1 2 3 fa ISP s 6 7 e a 10 5 ISD el w 5 16 tt 18 Iso S ta eo ai 22 23 24 25 iso 26 at 28 23 30 31 1 Code TASA ISD u 8Hrs 5Days 17 07 07 al e s i 17 06 36 208 Closing ISA All Watch this space for helpful Info Creating A Monthly Report of Employee Hours by Activity This combination of reporting criteria allows AMS REALTIME Resources data to be summarized and reported for extremely diverse applications For example one could produce a summary of overtime hours to date on a particular project or determine the total hours reported for a given employee for the past month A wide variety of information can be quickly and easily compiled with a few clicks of the mouse Complex reports can be also be generated by setting up user defined datasets These datasets can contain any combination of Reference fields fields from different datasets and Virtual fields combinations and or subsets of other data fields Once a standard dataset is been created user selected fields can be positioned and sized on the screen to create the required report This can then be saved as a View name and later selected by name from the Format menu Views that are selected will automatically reset the screen to the correct format which can then be printed There is no limit to the number of views which can be stored in the dataset Batch List The B
2. AMS REALTIME Resources Login Screen When you first enter AMS REALTIME Resources you will be prompted for a dataset and preference file These file names can be pre specified in your client configuration file Connection Info x A Sample Login to a Local Database AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 12 Connection Info Xx TT A Sample Login to a Server Database AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 Getting Started An Introduction to AMS REALTIME AMS REALTIME Resources can be run as a single user system with a local database or as a multi user client server program with a central database located on a server In the multi user mode the server is accessed through a client program on each workstation which communicates over a network In most implementations AMS REALTIME Resources is used with the multi user client server mode Standalone or client server access to a AMS REALTIME Resources database mode is determined through preference and or configuration files which are discussed later in this manual The system configuration and design should be customized by the system administrator For the purposes of this introduction we will assume that you have installed the software on your local machine exactly as it comes from the box and have not made any configuration changes In this case you will be operating th
3. Advanced Management Solutions Inc Issue 1 1 Some fields such as the date fields ETC and LOE can be modified by the user to communicate changes in the work which is being done on the task For example if the 100 hours of work were planned on a task and 60 have been completed 40 hours will be show as remaining However perhaps unexpected progress has been accomplished and the employee now expects that the task can be completed in 20 hours By editing the ETC field from 40 to 20 the employee can communicate that information directly into the calculated progress field for that activity If more than one employee works on a task each employee will contribute his portion of the work and his own ETC toward the overall activity progress Likewise an employee s ETC may be extended indicating that unexpected complications have arisen and the task will not be completed on the planned completion date In this case the activity s calculated progress would be decreased according to the new percentage of that employee s contribution toward the whole task workload Unplanned Work There may be times when an employee has worked on a task for which he was not originally planned Ideally the manager or whoever does the planning could go back to Plan mode and add this employee to the planned work for the activity However this may not always be possible or applicable AMS REALTIME Resources has several methods to handle unplanned
4. The Paste option will become active when there is something in the paste buffer Once you have Cut or Copied text selecting Paste will insert the text from the paste buffer to the current cursor position If you have selected text the text in the paste buffer will overwrite the selected text The Paste Link option is used for DDE AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 Clear will remove the contents of the selected fields but will not copy the contents into the paste buffer Delete Row and Insert Row act upon the row selection If one or more lines are selected Delete Row will remove the lines provided that they are not referenced by other records in other tables Insert Row is not always available in certain tables but new data can always be sorted into the correct order Select All selects every field of every record in the current table The Fill Down and Fill Right commands take the topmost or leftmost cell contents and copy it down or right respectively into the remainder of the selected cells View Menu Sort Up Sort Down Select Filter Auto Resize Select View Save View as Save View Delete View Rename View Column Lines Row Lines LockLayout The first item on the View Menu is Select Filter Selecting this option provides you with a popup of the filters which have been defined form the current dataset If filters have not been defined nothing will hap
5. Light Green Overtime or second defined type Light Yellow Double Time or third defined type Light Blue Triple Time or fourth defined type Light Gray Sub totals for each of these would appear in there respective color rows at the bottom of the Timecard display Although you can define more than eight Charge Types new colors are only created for the first eight thereafter the rows are all white Calendars and Days Non working days are labeled in Red and days in a closed period are labeled Dark Grey Adding New Activities The New Activity button is located near the upper right hand corner of the Time screen Clicking on this button allows a user to add a new activity and also add himself to the Plan for that activity This allows the user to get the new activity on their task popup when entering timesheet data When adding a new activity the user must create a unique Task ID and enter the basic task information including the key fields 105 AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 FieldName Description a unique task identifier complete date of the task key field de oftime planned for task other any other fields which are not calculated or virtual fields When the user enters this information and clicks on the New Activity button a new activity is created in the Activity dataset and the currently logged in user will be added to the Plan record for th
6. Specifications The Report Specifications table allows you to type in everything from the Report Display screen where it is accessed and displayed on the buttons and save it as a Report name By entering the name of the Report under Title and entering a Heading name Group name Binsize Summarized by From and To date of the Report Period Activity Filter Employee Filter and Organization Filter you get exactly the same report as if you had entered the information from the Display screen and saved the Report name as the Title However you can also specify and save a View name which has to be selected from the View menu when the Report Display is used Batch List The Batch List lets you create lists of report specification names to be batch printed To start a Batch Print process select Print Batch from the File menu A popup will appear which contains all the Batch Lists which have been defined When the Batch List is selected the entire series of report specifications will be automatically printed AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 Update Update mode allows you to enter edit and view the data in each dataset When Update is selected the names of all the datasets which have been defined will appear on the left side of the screen To access the data select the name of a dataset A spreadsheet style table will appear with the field names shown at the top of each column
7. If there are too many data columns or records to fit in the window scroll bars will appear Clicking on the scroll bars will shift the table and allow you to shift the window and access the rest of the data Double clicking on a column heading will cause that column and all columns to the left to scroll lock A darker border around those columns indicates that they are locked This means that when the scroll bars are moved the remaining columns to the right will shift and scroll but the locked columns will remain fixed Use this feature to keep a key field reference on the screen when viewing long rows of data Columns can be moved and resized To move a column position the cursor over the field name heading When the cursor is a flat hand click and drag the column to its new position To resize a column position the cursor on the right edge of the field name heading When the cursor is a pointing finger click and drag the column edge to its new size Re sizing down to nothing will put away the column so the data will not be visible Clicking in the white space to the right of the displayed columns will produce a popup of all non displayed columns Selecting a field from the list will add that field to the end of the currently displayed table If the dataset is empty a blank line will appear When data is entered a new line will appear so there will always be a blank line for appending new data Edit commands such as the Cu
8. Page SetuP n a E 43 ii AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 Options Mella dt tia LO it A A A A A A EE 46 Ehange Password ni ot a eth Woe eB Bhatt IN E ie A OD ADI ox tla ta eh ahaa at 46 ReGaleulate s ccAcacicevecesivesaces AEE EEEE EEEE EEEE EEEIEE EEES Network Test Memory Check ii iaa NRE a 48 Tin Card MERU EEEE EAEE AEE E EEEE EE E E E EEE 49 POStING TIME A A EAE ASME AD BO Unplanned Work iia Resource Availability Viewing Overall Assignments for a Resource Using Skill Codes GTOUPS 0 eee eee eee Filters cnn Specifications Batch List OPA eis toe shies tea tat ences A su taude Says ced sh det a eaa st A ses ands sied ae Sena saves baa eas SSI Tae a eae Define Moderada Renaming Creating and Deleting Datasets 00 0 0 ee i E EE E E E ER E R A PULLCT A E E E TT OTHER HOTSPOT SS ti Sado TOOLTIPS 8 lit dio ADS dS akc cscs chee Siu IS td A e e e e da de da R 66 TRAMA LAN A O 66 Resizing the Window Layouts rreson a ee e a e e Eeoae ea these ee ea ESE 66 Resizing the Calendar Timeline Window ccscccesscsessecesscetsscecssnecessecesseecscecsseecssseessaeecseecsseecesaesesaeessaaees Panning the Calendar Timeline Window ccscccessccessseessseseseeseseecessecesseecscecsscecssaeeesaeecseecsseesesaeeesaeessneees ATAR AA NN Editing Calendar ti Working Time Shifts 00 0 eeeee Moving Around in the Ca
9. Virtual If the Virtual type is selected a popup will appear that contains all the fields in the current dataset Continue clicking on each field until you have selected all you want The contents of the new field will be automatically created from all of the fields you have selected To override the popup and add text to the virtual field definition hold down the Ctrl key and click in the field definition A cursor will appear allowing you to add text or edit the field Virtual Reference A virtual reference field is a field that is automatically populated by a reference link to another dataset For example each employee has an Org Code If the Org Code is defined as a reference field to a Code field in the Organization dataset the Employee s Org Code will establish a link to a particular Organization record Other fields in that record can be linked as a Virtual Reference field such as a Manager To define a Virtual reference field enter a new field name Chose Virtual as the data type and then select the field that contains the reference link to another dataset A popup will then appear that AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 contains all the fields from the linked dataset Choose a field from the list to populate the virtual reference field Pick If the Pick type is selected a dialog will be provided so that you can enter all the possible choices for the field The pick lis
10. allows you to enter or edit data in the currently selected dataset A user s designated Access Level controls how he can access the data For example Joe Smith might not even be able to look at the data while Rita Redstone can look at the data but not make changes Jane Doe however might be able to edit the data while Fred Jones can also change the dataset definitions If you are in Define mode the dataset definitions will be displayed for each field If you are in Filter mode the current list of filter criteria settings will be displayed Again a user s designated Access Level will control how the data is accessed The default mode is Time which allows employees to post their hours worked The Time screen will be accessed by all users Available modes are defined by each user s Access Level which is assigned by the System Administrator AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 Time When an employee logs into AMS REALTIME Resources the Time entry screen will default to that specific user name Unless the employee has the privilege necessary to access the timesheet of another user only the currently logged in employee s planned activities will be available for time reporting Posting Time To report time worked click in the first column which is labeled Task A popup list of assigned tasks will appear in the column Select a task that you worked on by clicking on the task with
11. can be used to calculate the cost of this particular entry of actual hours The Cost field is the calculation field that will perform the math by multiplying the hourly amount by the rate for each plan record that is recorded in the time sheet Add the field WorkCost to the Workplan table Make it a calculated field based on the WorkRate multiplied by the Amount Then hold down the Ctrl key and click in the Type field This will open the field for editing without producing the Data Type popup Append 9 to the end of the calculated field definition AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 Make careful note of the slot numbers in square brackets which suffix the type entries These must be entered exactly as shown or the function will not work Each field in the Actuals and Workplan datasets must have an appended slot number that is shared in order to function correctly The numbers in square brackets indicate which slot is allocated for the data in AMS REALTIME Resources Calculating Total Costs in the Activity Table It may also be useful to add a field to the Activity dataset which calculates the total hours or total cost of work for the activity To do this we will define a field that sums up all of the WorkCost information from the Actuals dataset for each activity To create and define this field enter Define mode for the Activity dataset Add a new field such as the WorkCost field
12. is generally used in position one for most employees who only need to enter their own time The second position of the Timecard access code can be set to the F character to allow users with this access level to Approve and Reject timecard records that have been submitted for the approval process 153 AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 154 Any other access code will allow Submit and Close functionality closing applies to the user s part of the workplan only The third position of the Timecard access code can be set to the F character to enable Load and Dump options from the Time screen which will dump out all the actuals data Using an Access code of W does not allow Load and Dump access but will enable the New Activity button in the Timecard mode The dash character in this position disables the New Activity button for users with this access level Access Hierarchy The order in which Access Levels are created is important For example an Access level defined on row number 1 of the Access table is higher in the hierarchy than the access level defined on row 2 This means that when you are assigning these access rights to individuals in the Employee table you will notice that some of the Access Levels may be grayed out in the list This is telling you that these items are of a higher access level than that to which you are currently logged in For example If the system adminis
13. 1 The Plan tab allows you to create or adjust work assignments for any activity in the dataset The button after Work Planned on shows the current activity for which we are making work assignments The first activity in the database will appear by default If you click on the activity button a popup will appear that allows you to select another activity Activity filters can be set to limit the activities which appear in the popup for selection Since our sample dataset is small we will use our entire list The two buttons to the right labeled Previous and Next are used to move on to the next or previous activity in the database for further planning The table below is used to assign employees to work on the current task Since we have not made any assignments yet it will be empty The bottom portion of the screen shows a list of employees and their availability through time through the use of a color bar The color and shading of this bar indicates the availability of each employee Since no work assignments have been made these bars are all solid blue which indicates that each employee is fully available To assign an employee to the Design activity simply click in the employee column on the first blank line A popup menu of all the available employees is displayed for selection Clicking on a name will automatically assign that employee to the task and add the employee information to the blank line A new line will then be added t
14. AMS REALTIME Projects from AMS REALTIME Resources will be created as Level type requirements If this is set to Y new requirements will be created as Effort driven types RTRSERVER server address RTP lt gt RTR Address of the Server where the AMS REALTIME Resources dataset resides RTRDSET local dataset filename RTP lt gt RTR Default filename of the local AMS REALTIME Resources dataset PROTOCOL Netbios RTP lt gt RTR Network protocols currently supported are NetBIOS IPX and UDP UDP is used for TCP IP RTRCONNECT preference filename RTP lt gt RTR RTRSERVER RTRDSET and PROTOCOL can be replaced with this setting The preference file contains all the required information for making a connection to the REALTIME Resources Server RTRACTID actid RTP lt gt RTR Use the Activity ID as the key field to identify tasks when passing data between AMS REALTIME Projects and AMS REALTIME Resources Field names must be preceded with a percent sign IGNORECOMPLETED N RTP lt gt RTR Set this switch to Y to ingore 100 complete activities when bringing a plan into REALTIME Projects from the Resources database AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 DDE DDE Service Topics Service Application Name RTR Description FieldNames Field Names in the Dataset FieldTypes Field Data Types and Definitions Current Data Filter Name pf Formats TEXT type 6363 R
15. AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 Create New This menu option will only appear if a complete WBS structure has been defined 121 AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 Filters and Views Introduction Sort Filters Filters are a way of applying matching criteria to look at only certain portions of the data This is extremely useful for generating reports since non pertinent data can be removed from the display or reported output without actually removing any data records This can also protect need to know information Any filter name that is preceded by an underscore e g _Unfinished Work is a global filter which comes from the global preference file These filters can only be created by a System Administrator or someone with sufficient access privileges If the filter name does not begin with the underscore it is a filter that was created by a user and stored in their local preference file When filters are first created in a local dataset the underscores should not be entered with the filter name Filter names that are preceded by an underscore in local mode are ignored when Resources updates information in the local preference file This occurs so that the globally defined filters do not write back to the user s local preference file Once the preference file is copied out to the server and used as a global preference file
16. AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 Software Projects dataset mp wre SPO1 Technology Development SP02 Program Maintenance Projects Dataset p mie PRO1 New Product Research PRO2 Laser Programming PRO3 Year 2000 Compliance PRO4 Database Reengineering Sub Projects Dataset mp me SP1A Internet Search SP1B Information Integration SP2A Research SP2B Prototype SP2C Q amp A Testing SP3A Identify Problem Areas SP3B Recode and Test SP4A Update Specifications amp Design SP4B Coding amp Testing Activity Dataset D Description start Date Comp Date LOE 100 Requirements 01 JAN 98 01 FEB 98 100 O1 FEB 98 01 MAR 98_ 100 04MAR 98 15 APR 98 100 1 may 98 20 1UL 98 100 The workpackage level activities should also be entered into the Activity table using the popup references to each source table The start and complete dates may be omitted if you wish allowing the workplan to be created as time is posted against each task 115 AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 Defining the WBS Relationships Return to the Define view and select the high level WBS source table which is Software Programs in our sample Click in the Type column for the Child field and choose the Child type Name JE Type Attributes Ad Number Alpha Date Time Reference
17. Ek ES Yew Dre Inecad Hop Dll Hal Al sal l 1 ifn fa MT rd rec ligas Define E rear I accses N Cara e ca je Dl pla Bree ret s s Era viel Toto FETS ms Sutin Tustectha Fri Sat 5 8 Wie Wim y aja ee jet aja E tio E 2 BHD torar El els _ A Group table with By Employee added Let s create another grouping so you can get another view of the data Move the mouse to the Group Name column in the last line labeled New and enter By Activity in that cell Then fill in the Dataset and Field for this and the next line as indicated below For the present we will disregard the other columns Select different font for each of the group records Group Name Dataset__ Field__ Display By Activity Task ID Employee Org Code This group specifies that the report is to be ordered by Activity and within that by Employee Note that while we are searching on the Task ID and Login we are displaying the Description and the Org Code not the field on which we searched Now click on the Display button on the Edit line above to return to the report display screen Then click on the Group button that is currently labeled as Not Set A popup of the group you just added to the Group table will now appear Select the group name By Employee Then click on the Calculate button to generate the report A report will appear that shows the planned and actual hours by Employee Each employee s section of the repo
18. Employee dataset are Field Name ResID a unique employee ID ResID the organization code of the employee this can be a reference field from the Organization dataset or an Alpha text field the employee identifier ResPick which appears in the popup ResLabel the employees Login ID ResLogin If desired the OrgCode field can hold a coded string which is used to establish an organizational hierarchy The coding works like a fixed length OBS Organizational Breakdown Structure code which has no separating decimals and is padded to the right with zeros when a higher organizational level applies The zeros are AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 treated as wildcard digits so that an employee that had zeros in the last two digits of his OrgCode number could access other employee records provided that the remaining OrgCode digits matched Consider the sample below where each box in the OBS chart contains the number stored in the OrgCode In this sample the top row would have access to all employee information below 12217 12266 A Sample OrgCode Hierarchy Diagram The optional key field in the standard Employee dataset is Field Name Skills a list of skill codes which none can be used to match the skill code used in an activity LaborFilter AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 64 Organization Dataset Th
19. Line break blank Line a Page break new page or None no break We are going to add a Group to the Group table so we can create a report Click in the Group Name cell in the line labeled New to set the display cursor Enter a group name called By Employee When you hit the Tab key you will get a popup of all the possible datasets which exist in your database Pick Employee The dataset cell will now contain the word Employee Click on the Field cell and a new popup of all Employee fields will appear in the Field column Select Name from the popup Choose the same field to go under Display A font popup will follow allowing you to choose a font for this information If you don t want another font just click off the popup menu to continue This line now indicates that you want the information ordered by Employee Name Let s continue and group the data by activity within employee Simply click in the empty cell under the Employee dataset entry and select Activity from the dataset popup Move the cursor to the Field column within the same row and click on the Description from the field popup Select Description again under the Display heading The group By Employee now means order the data by employee with a secondary breakdown by activity AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 Your Group table should now look something like this HAMS REALTIME Rezomcos System Admirat at or
20. Login filter or activities which are assigned to a specific project or type An user defined View can also be enforced by putting a vertical bar after the access code colon and filter name if used followed by the view name e g RR filtername viewname If a filter name is not used the colon must still be present but the filter name is omitted e g RR viewname If a view will be used to restrict access to certain data fields make sure that Lock Layout is checked on before saving the view or the user will still be able to add those fields to the table from the popup Creating a User Login Filter When a user logs into AMS REALTIME Resources the employee dataset is searched for an exact match between the Login ID and Password which are entered When it finds a match it keeps a pointer to the current user which is how the software knows who is logged on and what the current Access Level should be Any of the employee information fields for the current user can be referenced through the User subset case sensitive For example to create a match filter where only the currently logged in user s employee data will show select Filter and the Employee dataset Next to the New line enter the filter name User Only On the same line under the Login column type the following match criteria User Login If the User Only filter name is added to the default user Access Level for the Employee dataset whenever an emp
21. Organization and select yourself as an employee Generating a Report 36 The last area we will cover in this introduction is generating Reports AMS REALTIME Resources has a powerful report generating function that is accessed by clicking on the Report Tab When you click on the Report Tab the screen will change and an empty report screen will appear as shown below AMS REALTIME Resources Syaterm Administrator P a Ed Be Edt Yew Opie Teeced Hep wla 2 l alel aliall if if Terme fi Pin Report f Update Dutra f F u Access Coleradarz se 3 0 91 41 9 4 Roi Heading Croup Fitur Ropar Puricd Satesits not Sot rh Set ot Sot Hot set Jo ron OR OCT BT ae I Bartra DES Decorber 1357 gt Totais JET emm Sarton tud PH Sat Panapa i juin jain saan at a jan jue jas jan jar ee teas a Pap s i jo tratare 163200 E ape erence Empty Report Screen If this is the first time that you have gone into the report function there will be no report criteria defined You will notice that all of the Report buttons near the top of the screen to the right of the Calculate button say Not Set These buttons control report name selected report heading chosen ordering and grouping of the data and report filter s to be applied to data records to determine selection for inclusion in the report To keep the introduction to reports at a very basic level we will start by looking only at the Gr
22. Report AAA W Write DDEPoke R W Complete String Representing the Report Complete Bin Sizes Tab Separated R Group Names Tab Separated R Sets Tab Separated R Specification Report Specification Name W Available Specifications Tab Separated R Report Data Tabs Between Columns CR Between Rows R Only Valid After Calculate Labels Column Headings Tab Separated R Only Valid After Calculate Rownames Data For Column 0 Only Tab Separated R Only Valid After Calculate Calculate Command to Calculate Report No Arguments Populates Data Labels and Rownames NOTE Square brackets are not part of the command name but are required to conform to DDE command syntax 173 AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 The following is a sample Microsoft Word Basic Macro to get Report data from AMS REALTIME Resources Sub MAIN rc DDEInitiate RTR Report DDEPoke rc Start 1 1 96 DDEPoke rc Complete 3 31 96 DDEPoke rc Groups Employee DDEPoke rc Filters Engineering Dept DDEExecute re Calculate 1 DDERequest rc Labels d DDERequest rc Data Insert 1 Insert Chr 13 Insert d DDETerminate rc End Sub 174 AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 ODBC Open Database Connectivity ODBC ODBC is a method used to link databases directly ODBC must be supported by your plat
23. Report Display is used The same global nomenclature rules used with filters and views also apply to report names When reports are first created in a local dataset the underscores should not be entered with the report name Report names that are preceded by an underscore in local mode are ignored when Resources updates information in the local preference file This occurs so that the globally defined reports do not write back to the user s local preference file Once the preference file is copied out to the server and used as a global preference file the system will automatically add the underscores to identify global reports When a System Administrator wishes to add a global report while running in client server mode the underscore should be use at the beginning of the report name This tells the system that it is a global report and should be stored in the global preference file and should be made available to the general public 130 AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 AMS REALTIME Resources System Administrator of xi Fie Edit View Options Timecard Help est a eael Report Heading Group Filters Report Period Summarized by Calculate Activity Report Not Set By Activity Not Set from 02 OCT 97 gt to 01 DEC 97 Week Baseline memes 4 998 ii 25 50 75 100 125 150 175 200 na Totals ETC mm I l l L i SunMon TueVWedThu Fri Sat
24. VAC NPT VAC Vacation NPT VAC VAC 01 JAN 199331 DEC 1993 A Sample Tab Delimited Textfile Created from File Dump Creating Transaction Files To create transaction files of AMS REALTIME Resources actuals for AMS REALTIME Projects first select the Time function Then choose Dump from the File menu The TaskID ResID Cost Center Regular or Overtime date and actual hours for each record will be exported into the Filename specified in the activity dataset Note Do not attempt to load dataset definitions over existing data Dataset definitions must be loaded into an empty dataset 136 AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 AMS REALTIME Interface Projects and Resources Introduction A direct interface between AMS REALTIME Resources and AMS REALTIME Projects is provided by your distributor The interface is executed from within AMS REALTIME Projects and can be used to create or update AMS REALTIME Resources datasets with planned activities resource information and planned work The interface can also load actual hours calculated progress and slip dates back into AMS REALTIME Projects The AMS REALTIME Resources menu option will automatically appear on the AMS REALTIME Projects Schedule File Execute popup if the AMS REALTIME Resources interface software is present A dialog allows complete selection of the desired options for data communication between the AMS REALTIME Projects project a
25. a cell with a note attached by the turned down top left corner of the cell How to Setup Notes on Timecards First you need to create an extension dataset and attach it to the Actuals dataset 1 Click on the Define Tab 2 Click the Create New Dataset button 3 Inthe New Dataset Name dialog enter a name for your notes dataset and click OK 4 In the New Dataset Type dialog Click on the Text button 5 Click on your new dataset s diamond button to open it 6 Inthe Name column create a name for your field e g Details 7 Click in the Type column and from the pick list choose Alpha 8 Inthe Number of Characters dialog enter the number of characters you need for your notes field and click OK There is a limit of 512 characters on Alpha fields You have now created your notes dataset Next this must be attached to the Actuals dataset as an extension 1 Click on the Define Tab Select the Actuals Dataset Click in the Type column of the Reserved field Choose Extension from the popup list A 0 1 From the next popup list choose the name of your newly created extension dataset You have attached your new extension dataset to the Actuals dataset You will be able to see the extension fields by going to the Update Tab and Clicking on the Actuals diamond button The extension dataset will appear at the end of the normal Actuals field columns Note Before the next step it will be necessary
26. activities helps to ensure that no tasks are inadvertently passed over Filtering Activities The Activity Filter button allows selection of a predefined Activity matching filter Selecting an activity filter allows you to limit what appears in the popup by showing only those that match the specific criteria from the filter The current activity filter is always displayed in the Activity Filter button Employee Availability Profile When planning the resource assignments for a task a list of resources will appear below next to the calendar Next to each AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 resource is a shaded bar which displays the availability profile of the resource The bars are color coded blue indicates availability white indicates full utilization and red indicates overcommitment The shading indicates the degree of the availability status For example a light shaded red indicates that the resource is slightly overcommitted while solid blue indicates that the resource is fully available Viewing an Employee s Task List When you have resources assigned to a task you can immediately see all the other tasks to which a resource is assigned by clicking on the resource name The availability profile in the lower portion of the screen will instantly change to a Gantt chart view of all tasks to which that employee has been assigned This allows you to see exactly what else the employ
27. be resized to show a section of the task list in more or less detail To change the calendar scale click the leftmost portion of the calendar timeline and drag inward or click the rightmost portion of the AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 calendar timeline and drag inward toward the center The calendar timeline will automatically re label as it is scaled Using Skill Codes The dataset can be defined to allow activity requirements and resource capabilities to be matched The Employee dataset must have a Skills field which contains one or more skill codes for each resource This field name is fixed the name Skills can not be changed The Activity dataset must contain a field that contains a Filter name such as LaborFilter The named Filter specifies the filter which contains the skill set which is defined with a match criteria When an activity is selected for Planning AMS REALTIME Resources will filter the resource list to only those employees which have the have the required skill set This fieldname is not fixed it is identified by the Attribute Key of TaskResFilter In the Employee dataset the Skills field should contain a code which describes a skill and possibly a level of proficiency Employees can have multiple skills listed in this field For example if a company sets up a standard skill coding system where a two letter code indicates the skill and a number from 0 4 i
28. be that shift patterns overdays and holidays will change from time to time throughout the project For example you could work one set of shift patterns during the summer and move to a different working pattern for the winter months AMS REALTIME Projects allows you to specify a range of dates for which the other information is applied Click the Ranges tab to access the Range dialog box Use the Range button to select an existing range or click Add Range and name the new range The Always Range is the default range which means that any cycle holiday or overday information is applied to all dates The date on which the Range is to start operating is entered in the Start box The Synch date is the first date in the beginning of a cycle for the new calendar range For example the summer calendar might start on June 21 but if that is a Wednesday and the cycle starts on a Monday we can set a Synch date for June 26 which is the next Monday AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 Synch dates become clearer when they are applied to calendars with odd cycles instead of a weekly shift pattern If a 10 day shift cycle is defined the system needs a way to determine which day is which since there will be more than one Monday in the pattern For example let s say we have defined a range that uses a 10 day Cycle Length enter a Start date of 01JUN97 and a Synch date of 11JUN97 When we loo
29. data for each dataset from Microsoft Projects files that have been saved to the Resources database using ODBC or from existing schedules using the direct AMS REALTIME Projects interface Once activity and employee information has been entered employee workload planning can be accomplished for each activity Employees can then post the hours they have worked on each individual assigned task If an employee works on an activity which has not been assigned they can add a new activity from the Time screen If an employee adds a new activity that employee is automatically assigned to the task Once timecard hours have been posted the Report function will produce a wide variety of reports including saved reports that can be accessed by other programs using ODBC Timecard data can also be sorted and filtered AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 In a local client environment information is stored in a local database In a client server environment the dataset records are stored in the server database which is remotely accessed Processing is performed on both the client and server The AMS REALTIME Resources Server program handles all client transactions and has its own configuration file The configuration file contains the name of the server and the database network timing adjustment parameters protocol parameters and other preference and file settings As with the client configuration f
30. dataset names along the left side of the screen Datasets must be empty before they can be deleted This is a safety precaution If a deleted user defined dataset will be replaced by a new dataset exit and restart AMS REALTIME Resources before creating the new dataset There are two types of datasets Text and Numeric Text datasets are standard and should be selected for most types of data storage and retrieval The Activity Employee and Organization datasets are Text Numeric datasets are time phased and have one or more reference links back to a key field in other datasets which make the AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 84 record unique Numeric datasets are limited to reference date pick calculated and numeric data types The Actuals and Workplan datasets are Numeric Other examples of a Numeric dataset would be a Lookup table for time phased rates or organizations or a dataset that stores statistical information Note Ifa dataset or field name is redefined or renamed it is important to ensure that all other virtual fields and reference fields that access the new field are also updated Timecard Notes and Annotations You can create a dataset that can be used to store information about a particular timecard entry through a link First create a new text database The name will appear in a button in Time mode so it may be desirable to use a short descriptive field name su
31. ensure that no tasks are inadvertently passed over The last button is labeled Activity Filter and allows selection of a predefined Activity matching filter Selecting an activity filter allows you to limit what appears in the popup by showing only those that match the specific criteria from the filter The current activity filter is always displayed in the Activity Filter button Resource Availability When planning the resource assignments for activities a list of resources will appear below next to the calendar If the configuration switch Planavail is set to Y each resource will have AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 an associated shaded bar which displays its availability profile The bars are color coded blue indicates availability white indicates full utilization and red indicates overcommitment The shading indicates the degree of the availability status For example a light shaded red indicates that the resource is slightly overcommitted while solid blue indicates that the resource is fully available This provides a planner with visual information to assist in resource scheduling and workload leveling Viewing Overall Assignments for a Resource When you have resources assigned to a task you can immediately see all the other tasks to which a resource is assigned by clicking on the resource name The availability profile in the lower portion of the screen will instantly ch
32. filter can be created to display only specific fields of a dataset When that filter is attached to a Read Only Access Control Code the users who have that security level assigned will be able to see selected Employee information records but will not be allowed to change anything This method of access control is extremely flexible and can also be used to allow users to see only their own project department or employee information Only users with the specifically required Access Level can modify the data structures change Access Levels or update information The System Administrator should be the only user with the required Access Level to modify the Access dataset These tools allow AMS REALTIME Resources to be used as a central repository for all planning time cost and other related information that may be sensitive without being concerned about unauthorized access to data The default database has only one access level predefined which allows full access to everything This should not be changed until the database has been completely designed However additional access levels can be added to fully define each employee access level for purposes of security There is no internal limit to the number of access levels which can be defined by the System Administrator AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 Connection Info e tk1_2 sample prf e tk1_2 sample dst
33. filter that selects a subset of the skill codes For example if you want to see only the C Programmers you could create an Employee filter where the criteria under Skills was CPROG Any resource filter can be selected in Plan mode by double clicking on the heading at the top of the Resource list A popup will appear containing all the Employee filters that have been created Selecting an Employee filter will apply it so that only the resources that meet the filter criteria will be available for planning AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 56 AMS REALTIME Flexeurces Ek Ed Mew Doors Imecad Help ad 23 l ael sal sal ssf E if ifr al AA A A A AS Werk Pionira om Dect Previous Ment aaret Fer pre Pen EN System Admira ator poral r SunMon Tum dedTha Fr Sat C C T a ea st Graphic Design sU jt eja Makating sou RnR Be UserOnly aj a ajn ee es ee Wie sic gt Visual Basic aie ms awetoms dare E es A ATA orar Applying Resource Filters in Plan Mode The second method is to create a filter for the activity that contains the skill set needed for the task To use this method add a field to the Activity dataset such as LaborFilter that has the Attribute of TaskResFilter The LaborFilter field must contain a Filter name such as ProgrammingTeam The contents of this field specifies a filter which contains a skill set fo
34. info To display dates only set this switch to N time is still calculated and stored PERIOD n DAY date Client Server Set the time collection period N is the number of days in each period and the date specified is the starting date of the first period The default is one month For example PERIOD 14 DAY 02JAN95 sets a collection period of two weeks starting at January 2 Any string not recognized as a standard period is assumed to be the name of a user defined Cost Periods dataset The dataset must sequentially hold the Period Name Period Start Date and Period Complete Date GRACEPERIOD 365 Client Server Set the grace period to post actuals The grace period is the number of days that users can still post actuals after the collection period ends before they are locked out DRILLDOWN N Client AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 Allow Drilldown access to non planned work DSET file dst Client Server Specify the database name LOGLEVEL 5 Server Set the Server display level Level 1 Fatal Level 6 All as defined in the Server menu IDLESAVE n Server Save after n minutes of idle time FORCESAVE n Server Save after n minutes always RTRSERVER Client Server Specify RTRServer address TXNLOG N Server Log all transactions to a transaction log file BKUPDEPTH 5 Client Server Specify number of database backups DOn PROTOCOL Client
35. located at the bottom of the Calendar The message area says Click to Select Clock Display Format Now click on the Clock display A popup appears with four time formats Clicking on any one of those time formats will reset the Clock display Resizing the Window Layouts Dragging on the line that separates each window area will allow you to resize the boundary and alter the screen layout Changing the screen to a full table display by dragging the boundary down into the calendar area will allow more table information to be viewed simultaneously This can be easier than scrolling to view many related pieces of information When you need to see the graphic employee information or the Calendar again just drag on the boundary line and pull out the area AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 Resizing the Calendar Timeline Window The calendar timeline shown across the top of the Gantt chart area can be rescaled to show a section of the employee s task list in more detail or less detail To look at the task list in less detail and extend the range of the calendar timeline click on the right edge of the calendar timeline and drag inward or click on the left edge of the calendar timeline and drag inward The Vertical Bar Cursor with Inward Pointing Arrows Pulls More Time into the Calendar Timeline To look at a section of the task list in more detail click on the starting timeline poi
36. longer than originally planned update the ETC field to your new estimate The progress of the activity will be calculated using this estimate of completion Entering Hours Worked Type in the time you worked on the selected task in the column underneath that day Time can be entered in hours e g 8 or 4 5 or as a percentage of effort e g 50 You can also enter a total amount for the week in hours or percent effort and AMS REALTIME Resources will spread the total out in even increments from Monday to Friday Even when the daily total is calculated from the weekly total by AMS REALTIME Resources you can still go back and change a daily time entry and the other totals will update accordingly Enter zero 0 to clear an entry You can enter overtime into the columns labeled with OT in front of the day AMS REALTIME Resources will differentiate these hours in the database under a separate Cost Center Double check your timecard entries before logging out of the AMS REALTIME Resources or saving your changes To delete a task entry click on the line number at the beginning of the line to select the task entry Then select Delete from the Edit menu The selected task line will be removed from the timecard A time window called a grace period is defined by the System Administrator which specifies how far a user can go back into the database to make a correction If you know an error was made but can not move to that Timecard entry
37. name full path and filename or protocol and server name The UserID for login access rights The Login Password for that UserID For both local and server databases use the full path and file name of the local preference file which points to the AMS REALTIME Resources database For example the Preference File might be c rtr wb prf click on OK Repeat this process for to add any additional Timekeeper data sources When all Data Sources have been entered click on Close and click on OK This completes the AMS REALTIME Resources ODBC installation and setup procedure Making an ODBC Connection to Resources Each program will have it s own instructions to make an attachment to an ODBC database The following examples should give you the basic idea To create a Microsoft Access database that uses the AMS REALTIME Resources data do the following Run Microsoft Access click on File New Database OK When the database is open click on File Attach Table lt SQL Database gt OK Select the AMS REALTIME Resources data source click on OK AMS REALTIME Resources e 177 178 Select a dataset or report for an open connection click on OK Repeat the last two steps until all Resources datasets and reports have been linked into the current Access database Double click on each table to open view or edit the data Saving the database will save changes back to the Resources database Extreme caution should be uti
38. row Orig is the original hours entered How to Correct an Entry 1 In the Timecard tab click in the cell to be corrected 2 Click the correction button on the toolbar The row for the selected cell will expand to three rows 3 Enter your correction number in the Adj row under the day to be adjusted You can enter negative numbers to deduct hours from the original figure 4 Press the Tab key to see the corrected total calculated in the Regular row AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 Charge Types Adding Notes to Audit Trail This method of correction has been developed to give an audit trail of changes made to originally posted timecard information Defining Overtime and Other Charge Types Multiple charge types can be defined allowing users to enter hours against many different charge categories such as overtime Double time Triple time or even Travel time The only limitation to the number of charge types definable is the 128 character limit on the pick field Each type may be selected on the Timecard by clicking on the Type field and making a selection from the popup list Type selection is independent for each activity Subtotals for all charge types in use are automatically displayed If more than one type is used on a Timecard a grand total is also calculated Note If you add additional charge types to the Timecard Tab and do not place any
39. tasks the Calendar and Task List can be put away by dragging down on the boundary line between the two areas Click on the first timecard line entry to get a popup of all tasks which have been assigned to the employee Only those activities with allocated time will appear in the popup This information can only be entered or changed by someone with the correct Access Level Reporting Work Done on a Task 100 To report time worked on a task click in the first empty line under the task heading A popup will appear that allows you to select from the task list of your planned work Choose a task from the list by clicking on the task name The task will now appear on the timecard To access non project tasks hold down the Alt key and click under the task heading Non project tasks are typically categorized as time allocated for vacation sick leave or a recurring overhead task AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 Timecard Fields for a Task The Base field shows the total number of hours planned for you to work on the task The Cum shows how many hours you have recorded to date The Period show how many hours you have recorded in current reporting period The Rem calculates how much of the original planned time is left Base Cum The LOE shows your assigned percentage level of effort The ETC is your estimate of how many hours it will take to complete the task If the task will take
40. the current user and produce the Login and Password prompts However if another employee is not waiting to log time users should always exit the program to protect their time records Change Password This menu option allows the currently logged in user to change their password A dialog will provide successive prompts for AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 Old Password New Password Confirm Password AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 The actual password not displayed on the screen each character is replaced with an asterisk for the display to help ensure privacy Passwords should never be shared or given to other employees to protect your timecard entries If a password is forgotten it can be reset by the System Administrator Recalculate All calculated fields both system fields and user defined fields will be recalculated when this is selected ensuring that all data is current even if fields are calculated from data in other tables Network Test The Network Test provides a method for the users with sufficient access level privileges to verify that the network connection is up and running Clicking on Network Test will provide information to verify that the connection exists and that the client can talk to the server and vice versa Memory Check Memory information can be written to a report periodically with this op
41. the exception of the first button which is Calculate The remainder of the report buttons all allow for selection of some type of report criteria Calculate button Clicking on Calculate will search the database for all records that meet the specified criteria this includes Headings Groups and Specifications If any of the report criteria has changed the report shown in the window will not update until the Calculate button is depressed This provides the user with the opportunity to complete all of the report specifications before the database is searched Report button The Report button contains the current Report name Clicking on the Report button will provide a popup of all report names which have been defined in the Specifications table which is described later in this section AMS REALTIME Resources does not prevent a user from modifying an existing report For example suppose a regular monthly report called JON_REP collected actual hours sorted by a Job Order Number using weekly collection periods If a more detailed breakdown was required the JON_REP report could be selected and the summarization period could be changed to daily bins If desired this new report could then be saved To save a new or modified report click on the Report button and select Save Report from the bottom of the popup Then provide a new report name at the prompt The new report name along with all of its specifications will then appear in the
42. the IP address a domain name server or a symbolic name which has been defined in the hosts file The configuration switch UDPMaxpacket specifies the datagram size in bytes This number refers to the largest size that the network can send without fragmenting the data packet The default is 8192 which is used if the switch is not present Some Windows TCP protocols can t handle a value this large which is indicated by the no server response after four attempts when trying to initiate a login from a client application If this occurs set the UDPMaxpacket setting to another number such as 512 in both the client and server configuration file The UDPMaxpacket number must be identical in both the client and server settings If you are using serial line communications SLIP it is recommended that both UDPMaxpacket parameters are set to 256 Local or Remote Database Access When running a database locally also referred to as in stand alone mode the parameter dset provides the local filename of the dataset and TKServer must be 157 AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 either removed from the configuration file or commented out by placing a semicolon in column one A settings or preferences file can be specified with the configuration switch Settings followed by the settings filename e g settings myviews prf If no dataset or settings file is specified the program will provide a promp
43. the actuals table when an employee record is referenced In the sample Employee dataset we have added two fields ECode and ERate ECode is defined as a Reference field to the descriptive field in the Rates dataset ERate is defined as a Virtual Reference field to the actual numeric rate This means that as soon as an ECode is selected the ERate is automatically populated with the corresponding value Time Plan Report Update gt Activity Tios Taereetanst Tte Tess Test Employee m Administrator SYSADM SYSADM Person D1 Ena a Sherman Black BLACKS TIMECARD Person El gt Actuals alt gt Workplan g Walter Scott SCOTTYY TIMECARD Person D3 gt Notes Rates Rate Data in the Employee Table Adding Rate References to the Workplan Table You may have noticed that each field definition in the Workplan datasets is followed by a number in brackets All of the data in these AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 86 numeric type datasets are stored using different bits or slots of the same data variable for more compact information storage The slot identifiers tell the program which part of the field to use The information stored for the Employee and Activity fields are pointers to the record in the Employee and Activity table For example the data stored in the 0 slot will contain a pointer back to the employee record used for the current Wo
44. the sample dataset and use Save as to copy it to a new dataset name The fields which are required by AMS REALTIME Resources are included in the basic dataset Each of those fields has an Attributes keyword These keywords are fixed and cannot be changed Since the keyword determines what each field represents to AMS REALTIME Resources the actual field names could be changed However we do not recommended that these fields be altered without a thorough and complete understanding of all related field references from other datasets Incomplete changes will produce inconsistencies and unexpected results New fields however may be easily added to each existing template dataset to create a customized database for your AMS REALTIME Resources system AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 j Time Plan i Report Up date 7 Define TT Fitter I Access Activity E Hame im ype Attributes Employee faltako 15 TaskID ES 3 Start D dd MON yy TaskStart gt Actuals E Workplan gt Notes Defining an Activity Dataset Renaming Creating and Deleting Datasets The three buttons to the right of the dataset allow you to rename create or delete the currently selected dataset These functions allow you to create new datasets delete old user defined datasets or rename an existing dataset Datasets must be empty before they can be deleted This is a safety precaution If a deleted user defi
45. the system will automatically add the underscores to identify global filters When a System Administrator wishes to add a global filter while running in client server mode the underscore should be use at the beginning of the filter name This tells the system that it is a global filter and should be stored in the global preference file and should be made available to the general public Sorts can be stored by selecting the Filter function choosing a dataset and naming the sort under the Filter name Enter 1 under the primary sort field 2 under the secondary field etc on the same line The Up Arrow or caret signifies an ascending sort which is the only sort that has been implemented at this time When you are updating in that dataset Filter Sort will produce a popup with all the Sorts you have created for the current dataset 123 AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 Matching Filters 124 Activity q Employee Organization Actuals Workplan Notes Rates OrgLookup Software Programs Projects Sub Projects wll AND and OR Logic Filters Creating a Drill Down Activity Filter A drilldown filter can be created to produce popup menus that allow users to post time on unplanned work This is done by specifying the fields which will be used for popup selection of tasks For example assume that a filter called DrillDown is created where Project has a 1 s
46. ticas iaa dias 26 MAKING A WORKPR N ovocitos 27 ASSISTING WOTK ANN 27 Swapping Plan Assignments zie cscs ches hs cae ds ee ot sae cesses sheets cag escri 29 Activity Popup List Filter tig di 29 REPORTING TIME lt td dd dlls ltda rada cds 30 Posting Actual Hours Worked cional iien u Ea usneseni STE eiS 30 Navigating Through TIM ts 30 Entering Actual Time oi aE EE EENE E EEEE EES EESE SEEE EEE eair iea 31 Updating Estimates to Complete ooonoocnnuccnoacnonnnnonnnonnnnonnn conan e a a aee o Eea re aeiae aaeain 33 Entering Time for Another Employee ccccccccsssccesesseceeseseeeessneeeeecaceeceseaeeeceseaeeceseaaeeesseeeeeeseaeeceneaaeesenenneeess 35 ADDING AN UNPLANNED ACTIVITY ccccccccccssssesecccccccassseccccceeeaassseecccecesaauesseccceeeseaausseeecceeesaauaaeseccesessaueaseeeeees 35 GENERATING A REPORT oc iaa 36 EXITING AMS REALTIME RESOURCES cccccccccccesssseecccceceeauseeecccceessaaneseeccceeseaaseseeecceesseuunsseecceesssaaaeeeeeees 40 PROGRAM MENUS osudiocissctnscccicdescasentascaaccdvscssensnscoaccdes cesaseedccnccdescuaanensccsssdesaaanseesccsscdensncacess csgscteucacdsessecsensenses 41 PROGRAM LINE iii A A NAS 41 TABTE EBLON ELY E EIN OK REE AEE RA EE laicidad 41 PUD AA INET AEE A E A E E AA A ETE E E E TEE T 42 A NN 42 Opio de de ca IE ts Md O E to saa 42 SMED A iia 42 SAVE ASs teh tcf ccd E A AR E E A IR RO DLR ITE DRA DL REALE ATA Ar bid A A PEA Ries 42 Save Global at daa dada dada da dada da dla delo dad 42
47. use as many lines as you need for the report Heading but take care that you don t go overboard and make the Heading bigger than the body of the report From the Report Display mode clicking on the Heading button will provide a popup list of all the Heading names which have been defined in the Headings table Selecting a Heading name from the list will determine which heading is used for the report An upper left top center and upper right value can be selected for each heading These values can be fields which are chosen from a popup and are replaced with the appropriate information when the report generates or they can also be text strings that never change from report to report Clicking on the Groups button will provide access to the Groups table This table lets you define how the report information will be grouped or ordered To create a Group type a Group name next to the word New in the Group Name column This Group name will appear in the popup when you use the Group button to select a report grouping so the name shouldn t be too long On the same line click under the column labeled Dataset A popup will appear that contains all the dataset names that have been defined in your AMS REALTIME Resources database Choose the dataset that contains the primary report grouping Still on the same line click under the column labeled Field A popup will appear that contains all the field names in the dataset Select the field tha
48. week fields Correcting an Entry 102 Once a timecard entry has been posted or has moved into a closed period as defined by PERIOD and GRACEPERIOD in the configuration file the timecard can not be edited If a mistake has been made it can be changed by making a correction entry The original value is not changed The correction is made by adding the original value and the correction value together Negative correction values are allowed Note A Systems Administrator or any person with full access rights can make corrections to timecards at any time For other users corrections can only be made when the following are true The date of the time entry to be corrected has moved out of the grace period the time entry must be approved and the user must have full access rights to timecard as defined in the middle position of the Timecard column in the access table e g xFx On the Timecard correction entries are displayed on three lines For example if the correction is being made to Regular time only the first line displays the reconciliation value Original Correction the second line displays the adjustment Correction Value and the third line displays the original value Under the type column you will see Regular for the first row indicating that the time you are correcting is regular rather than overtime hours The second row is labeled Adj This is the row you use to enter your correction and the third
49. AMS REALTIME Resources Version 5 1 User Guide Software By Paul Wohlers Ernie Krausman Dirck Blaskey Documentation By Deborah Davidson 7 Vad Neil Smith ADVANCED MANAGEMENT SOLUTIONS AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 Table of Contents PROGRAM DESCRIPTION wtacicissccessccasessccsintansedontsscssnteaceseccsdecsanteaced odcessassndeacesssestacsseteaccdedccsenesedeacssseadancdecescs 9 OVERVIEW iaa ii 9 Multi Platform Multi Protocol Client Server cccscccsscccsssccescecesseceseseeceseesscecescecessecesseecseneecssaecesesesaeeesaeesseeseaes 9 LOGIN ACCESS CONTROL e ia 10 GETTING STARTED AAA A O 13 AN INTRODUCTION TO AMS REAL TIME z cccccccccsssseecccccecceaeseseccccceecaassecccceessauanseeccccesssaanseeeccessssauaeeeeeees 13 PHE DERAUE R DATABASE arre 16 TREACHVILY Dal e e a a aaa aaa a tees a a a eaa iia 18 The Employe Dat s to neroni os val eg aes na Ae Lavaca A EEEE esse stb ESEE ENEE EAE E Ea 19 The Organization DATOS A A da 20 The Workplan and Actuals Datasets ooooonocccooncnonancnnanononnnnonnnonnn conan conan no nnn nn nan nn ran non arena narran rn nn rana conan ncnnnnno 21 ENTERING DATA iii asi ns 21 Adding Activities A ais 21 Adding I OALA AE EEE A AA Ai 22 Adding Organiza id isis 23 Modifying the Data Definitions oooonnoncnnonononancnnanonnnnnnnnnnnnnn conan nonnn conan nena n nera eran Ronan enn nn rn nn nan anna a ncnnnncnnnnoos 25 SUMMING UP
50. AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 record this information is optional and you can skip over this section if desired The Organization Code can be used as a hierarchical code that indicates a level within an overall organizational structure This coding structure can be used to provide certain employees with access to other employee time records by organizational hierarchy The sample Org Codes in the table above use ISO IS plus zero as the code for Information Systems while ISP is the Programming arm of IS and IST is the Testing arm As far as access to data is concerned anyone with the ISO organizational code can access information relating to ISO where someone with an organization of ISP can only have access to ISP data If zeros are used at the end of the organization code this indicates a wildcard access to organizations in the levels below This might indicate that the individual is a manager and can have access not only to that organization but to any organizations beneath it in the hierarchical structure Since your organization code is ISO in this sample you will have access to the other organizations as well ISP and IST Add the three organizational code used in the employee dataset and their associated descriptions into the Organization table by clicking on the Organization button and entering the data shown below AMS REALTIME Resources User Guide Advanced Ma
51. Click in one of the Org Code fields A popup will appear that contains all the possible Code selections from the current Organization dataset Pick the correct Org Code for each employee AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 Summing Up Now that we have some information in the database perform a File Save and Exit in AMS REALTIME Resources If you look at a directory list of the files on your system you will find the dataset file dst and preferences file file prf that you have created in AMS REALTIME Resources Before you restart AMS REALTIME Resources make sure that there are no dset or settings parameter in the configuration file You can open the configuration file rtr16 ini for 16 bit software rtr32 ini for 32 bit software rtp cfg for Unix and Macintosh in any simple text editor Placing a semi colon character in the first column in front of any configuration switch will cause it to be ignored Save the file and exit AMS REALTIME Resources will accept the preferences file you have created as a command line parameter On Unix platforms you can type the name of the preference file after the program name On Windows platforms you can change the Properties of the icon and type in the preference file name after the executable name Then when you double click on the icon the preference file will automatically load the dataset and other stored information 26 AMS REALTIME Resource
52. Eg Connect to AMS Realtime Resources F AMS RTRES NEW PRF Cancel _Disconnect_ Transfer Options x Post Plan to AMS Realtime Resources Get Plan iT works El TT Get Actuals Get Activity Updates lt S mo Help AMS REALTIME Resources Interface Post Plan Connecting to the Resources Database The Connect to box in the upper left corner of the dialog shows the AMS REALTIME Resources database which is connected If the box is empty a dataset can be selected by clicking on the Browse button A file selector dialog allows you to locate and choose the database When the AMS REALTIME Resources database has been selected it will appear in the Connect to box The Protocol box allows selection of the network protocol used to access the database If you are running in standalone mode select Local file If you are connecting to a central AMS REALTIME Resources database on the server select the network communication protocol used on your network NetBIOS IPX or UDP TCPIP Once these parameters have been set click on the Connect button to establish a direct connection to the database As soon as the connection has been established the Connect button becomes Disconnect which allows you to optionally sever the program link to the database When the data exchange has been completed the dialog will disappear and the connection will be automatically severed However the next time the Execute AMS
53. Heading name has been defined only the AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 name has to be selected in order for all of the components to appear in the report A Heading can have multiple lines To create a Heading type a Heading name next to the word New in the Heading Name column This Heading name will appear in the popup when you use the Heading button to select a report heading so the name shouldn t be too long On the same line click under the column labeled Left A popup will appear with several field names to choose from such as AHeading the Heading name Title the Report name Page the current page number or the report From and To the Report Period dates and many more Click on any field name to select it for that heading position Do the same for the Center and Right columns To enter a text string instead of picking a field name from the popup hold down the Ctrl key and click A cursor will appear in place of the popup Type the text string for display A blank line will always be displayed at the bottom of each heading As soon as that line is occupied a new line will appear You can use as many lines as you need for the report Heading but take care that you don t go overboard and make the Heading bigger than the body of the report Groups Clicking on the Groups button will provide access to the Groups table This table lets you define how th
54. Issue 1 1 The drilldown switch turns on the functionality that allows the System Administrator to setup an activity filter name for an Access level The activity filter specifies the field order for popups so that users can select tasks to post time on unplanned work The period allows you to set the time collection period which is used to calculate period totals on the timesheet screen The period can currently be defined in DAY units only The starting base date must be supplied For example PERIOD 14 DAY 03JAN95 is a valid configuration settings One month is the default period The graceperiod defines the number of days that a user can go back to make timesheet changes Once the grace period has been exceeded the modifications to actual hours must be made by a user who can access the Workplan directly The grace period defaults to 365 day no limit on the grace period and always uses a unit of DAY If a period setting is not recognized as a standard period it is assumed to be the name of an accounting period table The accounting period table is a text type dataset which contains a period name start date and end date for each collection period This table should match up with the company accounting periods which are defined in the AMS REALTIME Projects costbins arp file The period dates must be maintained in order and should be defined well beyond the current planning period The dset parameter specifies the location of the databa
55. LOGINOK Y Server Let the Server allow a user to login from the same node without logging off first AMS REALTIME Projects Switches These switches can be added to the AMS REALTIME Projects configuration file to specify defaults for the direct interface between AMS REALTIME Projects and the AMS REALTIME Resources database RTRERRORLOG filename RTP lt gt RTR When executing the interface between AMS REALTIME Projects and AMS REALTIME Resources this file will contain any exception messages such as missing resources or activities RTRRZADJUSTLEVEL N RTP lt gt RTR If this switch is set to N the requirement will be spread out over the duration of the activity If this is set to Y the requirement will be front loaded at the starting requirement date 169 AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 170 RTRRZREPLACE N RTP lt gt RTR If this is set to N requirements from AMS REALTIME Resources will be added to existing project requirements If this is set to Y all project requirements will be replace by the current AMS REALTIME Resources requirements RTRRZAPPROVED N RTP lt gt RTR If this is set to N all actuals are loaded into AMS REALTIME Projects from AMS REALTIME Resources If this is set to Y only Approved actuals are loaded and the status of those actuals will become Posted RTRRZLOE N RTP lt gt RTR If this is set to N new requirements that are loaded into
56. Line will force a blank line between each group Selecting Page will force a page break including a new heading between each group Each line within a group can have its own Break selection From the Report Display mode clicking on the Group button will provide a popup list of all the Group names which have been defined in the Groups table Selecting a Group name from the list will determine the order in which the information is collected and grouped in the report For example a Group called EMPACT might use a major grouping by employee and a minor grouping underneath for each task the employee is working on Group names can select information for the report by matching on one field but display the contents of another field Headings subtotal specifications and line or page breaks can also be selected and stored with the Group name Filters button The Filters button allows you to choose a named combination of filters for sorting and filtering the report data Each set of filters is defined in the Filters table and has a Filter Set name This allows combinations of several different filters to be applied either from the same dataset or from different datasets Report Period dates The Report Period specifies the boundaries of data collection from the database The first date is the beginning report boundary and the second is the ending report boundary To change the report period first click on the button in front of the date T
57. MS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 Program Table mD Description PGI IT Program Project Table IT Project A IT Project B ITC IT Project C Task 3 A Sample WBS Drilldown Source Table Hierarchy Using the mouse the user will be able to select from a popup list to drill down and book time on Task in the following manor Click on the Timecard task selection area IT Program IT Project B Sub project SC2 Task 1 Booking time to PG1 IT B SC2 Task 1 ID s or full names can be viewed or IT Program IT Project C Sub Project SC1 Task 1 109 AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 Booking time to PG1 ITC SC1 Task 1 Setting Up a Work Breakdown Hierarchy First create a database in the normal way Once you are logged in and have defined a system administrator go to the Define view We are going to model a very simple Work Breakdown Structure to start with When complete users will be able to Drill Down through this structure to book time to tasks Software Program Sub Project Sub Project Sub Project Al A2 Bl Task A1 1 Task A2 1 Task A2 2 Task B1 1 110 AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 Defining the WBS Tables In the Define view firstly create a dataset for each WBS level using the New button that appears below t
58. Management Solutions Inc Issue 1 1 Posting Time Worked Timecard Screen AMS REALTIME Resources System Administrator File Edit View Options Timecard Help bsla lees arela sl 10 00 8 00 8 00 8 00 800 42 00 o a ME gt ie 23 sof 2 3 je Design 7 8 a 0 1 25 El 3 BHrsiSDays 15 49 32 a 15 w n els 15 48 21 632 Closing DSA ell on 22 23 24 R r es 23 30 31 An Employee s Time Screen Reporting Time To report the time worked on each task select Time from the list of functions near the top of the screen Several factors can determine exactly what options exist for the user such the user s hierarchical OrgCode and the user s Access Level Your task list will be displayed at the bottom of the screen The duration of the task is displayed as a white shadow bar The planned work assignment is displayed as the colored and patterned portion of the bar and the actual time you have expended or personal progress is displayed as a dark progress bar on the lower half of the planned work bar The calendar timeline at the top of the employee s task list can be resized to show a section of the task list in more or less detail To change the calendar scale click the leftmost portion of the calendar AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 timeline and drag inward or cl
59. ND RESOURCES cssssssssscsscssssssssscccssssssssssssccesees 137 INTRODUCTION a eeeanedeugeawedsceuudedsverseese 137 CONNECTING TO THE RESOURCES DATABASE ccccccecsssseeececcecccassseecceceseeuueseecccceseeuanseeeccceessausneeecccesssuaaaeeeeeees 139 SENDING THE PROJECT PLAN TO AMS REALTIME RESOURCES cccccccccesseeeeccececeeseeeecccceescuaseeccccseeeaaanees 139 OPT AUONS eee e E e AS 140 v AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 Op 1 a A eth EE ADA A EA A a 140 Postingthe Pla tt tddi E 141 GETTING THE PROJECT PLAN FROM AMS REALTIME RESOURCES ooccccccnnnnnconcccncccnnnnnnnocononnnnnnnnoncccnnnnnnnnnnnnanos 141 OPEL Sist ia ti dias ete AA AA it diia 142 Options for Data Exchange oooonooccnonncnonannnnanononncnnnnononnn rana conan non nn nn Ran ne Ran RR rn RR enn RR nn Renan nn ran nn cnn n cana ncnnnncranacinna 142 Activity Date ODIOS id A edos aes iS ipod 142 Getting the Plate A ANA 143 GETTING ACTUALS FROM AMS REALTIME RESOURCESG sssssccccceeccessseccccceeecasseeeccceessaasseeeccceeseaaaaeeeeeees 143 Options for Data Exchange ccssccescccessecesecsseceseceseecscecsscecessecessecesaeecsceseeecesaeessseeesaeecsseecsaesesaesesaeeesaee 144 Options for TIME NOWsn solita Di td lider lia 144 Loading Actuals ssr ira iria iaa Ira aiii dais 145 GET ACTIVITY UPDATES FROM AMS REALTIME RESOURCES ccccccccssssseeccccceeeaseseeeccceeecaasseeecccesseuaaeeecee
60. REALTIME Resources option is selected the dataset will automatically connect to the previous dataset selection Sending the Project Plan to AMS REALTIME Resources If the project planning has been done in AMS REALTIME Projects this information can be automatically entered into the AMS REALTIME Resources database 139 AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 140 AMS Realtime Resources Link x Connect to AMS Realtime Resources F MAMSARTRESANEW PRF Cancel Disconnect Transfer Options Post Plan to AMS Realtime Resources X Get Plan 1T Works y IX Get Actuals X Get Activity Updates SS AMS REALTIME Resources to Projects Operations Once the database connection has been established the Operation section of the dialog will be activated To select the operation to send the current project plan to AMS REALTIME Resources which includes Activities Resources and Requirements from the AMS REALTIME Projects project click in the box to the left of Post Plan to AMS REALTIME Resources By default activities are identified by an exact match of the Activity ID in AMS REALTIME Projects and the Task ID in AMS REALTIME Resources or the Activity field which has the Task ID attribute If another AMS REALTIME Projects field will be used to keep an activity unique across all projects in the AMS REALTIME Resources database that field can be specified i
61. S REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 Macintosh Client i pe Windows Client Unix Client Windows Client Network Configuration Parameters Each configuration file provides information regarding system configuration communication protocols and the location of the database While the server application can communicate with several different client protocols simultaneously it will still use one native protocol In the client configuration file the protocol configuration switch specifies the local network protocol In the server configuration file the switch protocols specifies all network protocols which will be used by the client applications When running a client application in client server mode the pointer to the server dataset is comprised of the UDP service number or port name in combination with the host name The parameter RTRServer provides this address For example if a client application will be accessing the server on the HP9000 and a service port of 8000 has been defined for that machine the RTR Server parameter might be set to RTRServer 80070 HP9000 or RTRServer 89 4 3 58 8007 where 8000 is the port number and HP9000 is the name of the host computer at 89 4 3 58 in the second example The port number can also be referenced as a symbolic name which has been defined in the services file The host name can be declared as
62. S REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 Select Database Definition file lx File Name DEFAULT DBD x E ams rtres Files Directories DEFAULT DBD MSPROJ DBD E AMS 5 RTRES Network DATABASE HELP Drives E WINNT x Choosing a Database Template After you click on Create you will be presented with another dialog for selecting a database template Use the default dbd to create a customized database or select the msproj dbd if you will be using Resources to store Microsoft Project data Next you will be prompted with a dialog for entering the database name You might use your company or department name for the database but it must conform to file naming conventions After you have entered the database name hit the Enter key or click on OK An empty default database will be created with that name and will have dst as the file extension File Name Directories f ams rtres 2 Ge E gt AMS gt RTRES DATABASE HELP Drives f WINNT Create Database File Dialog Since this is a new empty database you will be prompted for the Login ID for the System Administrator Use your last name followed by the first initial limiting the entire login ID name to eight characters This length can be changed later on but the default database sets eight characters as the maximum login name Next you will be asked for your full name It
63. Specifications table Heading button The Heading button contains the current Heading name Clicking on the Heading button will provide a popup list of all the Heading names which have been defined in the Headings table Selecting a Heading name from the list will determine which heading is used for the report An upper left top center and upper right value can be selected for each heading These values can be fields which are chosen from a popup and are replaced with the appropriate information when the report generates or they can also be text strings that never change from report to report AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 58 Group button The Group button contains the current Group name Clicking on the Group button will provide a popup list of all the Group names which have been defined in the Groups table Selecting a Group name from the list will determine the order in which the information is collected and grouped in the report For example a Group called EMPACT might use a major grouping by employee and a minor grouping underneath for each task the employee is working on Group names can select information for the report by matching on one field but display the contents of another field Headings subtotal specifications and line or page breaks can also be selected and stored with the Group name Filters button The Filters button contains the current Filter Set name C
64. Specify client network protocol PROTOCOLS Server Specify a list of all server protocols used CASESENSITIVELOGIN N Client This determines if LoginIDs are case sensitive MINPASSWORD 0 Client Minimum number of characters in a password 163 AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 164 TABLEBUFSIZE 15000 Client Number of bytes allocated for table buffer size Environment Switches The following switches are identical to the AMS REALTIME Projects switches defined in Configs Doc If you are a AMS REALTIME Projects user you may wish to check how these switches are set in the AMS REALTIME Projects configuration file to maintain consistency 3DTABLES Y Client Server This provides 3D effect in the table face ICONFILE RTR ICL Client This setting tells Resources which ICL file to use for regular 16X16 toolbar icons LARGEICONFILE RTR24 ICL Client This setting tells Resources which ICL file to use for large 24X24 toolbar buttons You can customize the appearance of the toolbar buttons by editing these ICL files using tools such as Microangelo or similar Icon editors You must however be careful not to rename or re arrange any of the icons in the ICL file Also make a backup of the ICL file before you make any changes USELARGEICONS Client The default for this switch is determined by the size of your screen resolution If the screen s resolution is less than or equal t
65. TIME Projects transaction file which has a specific format of Activity ID Resource ID Cost Center Date and Actual Hours The filename s used for creating transaction files can be specified with each task record in the Filename field of the activity dataset or a new filename can be specified Importing Data Tf the user is loading from a text file the data is read from the file into the table The user is responsible for making sure that the selected table headings match the field names of the data since the headings determine the data loading not the data order Before loading data over existing data click on the heading of the key field column which contains the unique record identifier This field will be used as a unique key to determine that each text line updates the correct record Record that don t match with an existing key record are appended to the dataset 135 AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 Activity ID Project Phase Description KeylD Start End EDU NPT EDU Education NPT EDU EDU 01 JAN 199331 DEC 1993 HOL NPT HOL Holiday NPT HOL HOL 01 JAN 199331 DEC 1993 ILL NPT ILL Illness NPT ILL ILL 01 JAN 199331 DEC 1993 MGT NPT MGT ManagementNPT MGT MGT 01 JAN 199331 DEC 1993 PDA NPT PDA Paid Absence NPT PDA PDA 01 JAN 1993 31 DEC 1993 QUA NPT QUA Quality NPT QUA QUA 01 JAN 199331 DEC 1993 UPA NPT UPA Unpaid Absence NPT UPA UPA 01 JAN 1993 31 DEC 1993
66. Then click on Update to allow editing of the data To enter activity data simply click once in the empty cell within TaskID column to set the text cursor and begin typing Enter a TaskID such as AB121 Then hit the Tab key to move the text cursor into the Description column Enter a Description Start Complete and Level as shown in the sample data below Notice that a new empty row is added to the bottom of the table for the addition of another activity as soon as the current line has been used Simply add activities into the data table as you would in any other spreadsheet program Be sure that you enter a percent sign after the Level of Effort Numbers entered without a percent sign are assumed to be the number of hours per day and will be converted to an equivalent Level of Effort AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 22 01 JUL 98 30 JUL 98 AB122 01 AUG 98 15 AUG 98 100 AB123 15 AUG 98 31 AUG 98 YAMS REALTIME Resowess File Ed Vem Opoe Tmecad Heb belol kent koa PEE Ale ee ad Tere Plan E Ropo f Updo 1 Doire Fader E Acoms I Calendars System Adminiztrater Description Start pen ples avel Type Desk DILE 17 JLL 58 SOS ED Codo DOA AMALIA 100 SC Tort irau 91 00 08 705604 8 Dount ee IE Mowvenbar i Oscenber 3 I 4 Exar piel BMA Mw TT 2496 7 OB FAR ALA 3 ankn SS TT maon asa E wafi all Click tor Column Popu
67. Virtual Lookup Calculate Pick Group Operation Drilldown Child Parent Calendar Access Progress Filter Updated by Update Time Selecting a Child Relationship AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 Select the WBS Marker name from the popup which is IT_WBS in our sample Mame Type Attributes A4 Create Marker Choosing a WBS Marker Then select WBS dataset that is the next level down which is Projects Name Type Attributes JE Ad TasklD Description Start Complete Level Type Color Filename BCWS ACWP Delta EAC Progress CustomerlD SkillsetFilter WorkCost software Programs Project Selecting the Dataset for a Child Relationship 117 AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 A Completed Child Relationship We have just created a child of Software Programs When defining relationships for the Projects dataset both Parent and Child relationships will be defined as this has one level above and one level below Mame Type Attributes JE A4 UsersiD 3 arent O IT ABS Software Programs alc 5 Parent and Child Relationships It is worthy to note that you don t always have to identify a parent and you don t always have to define a child This is what makes AMS REALTIME Resources far more powerful and flexible It allows tasks which are common to more t
68. actuals against them those charge types will not remain on the timecard when you go to another view and then return to the timecard If you do this you will need to re select your charge type from the pick list Once actuals are booked against any charge type it remains on the timecard permanently How to Define Charge Types 1 Click on the define Tab 2 Click on the Actuals diamond to select the Actuals definition table 3 Inthe Type field s Type cell hold down the Ctrl key and click the mouse pointer to place the edit cursor 4 Enter a comma at the end of the last entry in the Type field In the default database the existing Charge Type descriptions are Regular Overtime 5 Add your new Charge Type description after the comma Note If you are adding a Charge Type description that has two words e g Double Time be sure to enclose the two words within double quotes i e Double Time Otherwise they will appear as two separate entries in the popup list your Timecard Notes with additional information about the hours booked can be attached to any non zero cell on the timecard This is done by employing an extension dataset that is attached to the Actuals dataset By selecting a non zero cell and clicking on the Push Pin 103 AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 104 Notes button on the toolbar a note can be attached to the cell You can identify
69. alled for later use or later modified from the Specifications table Headings button Clicking on the Headings button provides access to the Headings table The Headings table allows you to define specific report heading formats Once a Heading name has been defined only the name has to be selected in order for all of the components to appear in the report A Heading can have multiple lines To create a Heading type a Heading name next to the word New in the Heading Name column This Heading name will appear in the popup when you use the Heading button to select a report heading so the name shouldn t be too long On the same line click under the column labeled Left A popup will appear with several fieldnames to choose from such as Heading the Heading name Title the Report name Page the current page number or the report From and To the Report Period dates and many more Click on any fieldname to select it for that heading position Do the same for the Center and Right columns To enter a text string instead of picking a fieldname from the popup hold down the Ctrl key and click A cursor will appear in place of the popup Type the text string that should be displayed 127 AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 Groups button 128 A blank line will always be displayed at the bottom of each heading As soon as that line is occupied a new line will appear You can
70. an also be created to hold information to support your project and resource management systems such as customer information billing and expense data or document control information AMS REALTIME Resources can support up to 41 datasets in total the 5 standard datasets plus up to 36 user defined datasets There is no implied order to dataset fields Fields may be inserted or deleted but if a field is deleted all corresponding data is lost Each field has a list of possible data types Reference field types allow selection of fields from other datasets Virtual field types automatically create the data from defined component fields or subfields Creating Dataset Field Definitions The first field in the dataset should be a unique record identifier To define the fields in a dataset select the dataset name and choose Define note that only users with Full access to the dataset table definition will be able make database definitions Enter the field name and then tab over to choose a data type You can click in the Type field to get a menu popup that will prompt you for the data type size and format or Ctrl click to get the cursor and edit or enter the type manually The types are shown in the definition using the following format TypeCode Size FormatControl AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 76 Type Number Alpha Reference Virtual Data Types and Format Contro
71. ange to a Gantt chart view of all tasks to which that employee has been assigned This allows you to see exactly what else the employee is planned to work on if a conflict exists For example Engineer A is assigned to engineering task by a Resource Planner The availability profile for Engineer A went from white to red indicating that he is now overcommitted When the Resource Planner clicks on Engineer A s name in the plan record the task schedule for Engineer A will appear on the bottom of the screen replacing the availability profile The Resource Planner can then immediately identify the other tasks which are competing for Engineer A to determine which of the tasks are more important The Planner can now either choose to reassign one of the other tasks change the percentage of time Engineer A is allocated to the task or delete Engineer A from the planned resources for this task and replace him with another engineer To change back from the currently selected employee s task schedule click on the employee to deselect The task list will be replaced by the overall availability profile Using Skill Codes The database can be defined to allow activity requirements and resource capabilities to be matched If a field Skills is used in the samples below is added to the Employee dataset that will hold one or more skill codes for each resource two methods for Skill filtering become available The first method is to create an Employee
72. at task An Activity ID naming system for user added activities can assist in differentiating between each type To clear the current New Activity screen and start over click on the Clear button When you are finished adding new activities click on the Done button to return to the time sheet This button can also be used when an employee wishes to track time spent on tasks that are not of general interest to management such as personal time management tasks Set the contents of the Type field to anything that begins with N to indicate a non project task 106 AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 Non Project Tasks Each Activity record has a Type field which is used to categorize tasks Any Type that begins with the letter N is considered a non project task and the actuals for that task will not be exported Non project activities do not appear on the timesheet task list by default To get a popup of non project tasks hold down the Alt key and click in the task area of the timesheet Posting Time for Unplanned Work When a drill down filter is created for the Activity dataset that filter is specified in the Timecard access code the Find Existing option will be appended to the end of the user s task list If the item Find Existing does not appear at the bottom of your task list then your AMS REALTIME Resources database has not been configured for drill down access to othe
73. atch List table allows you to name a series of reports that have been previously defined in the Specifications table Each name entered in the table will determine the reports that will be calculated and printed in series Selecting Print Batch from the File menu will provide a popup list of the Batch List names from this table Selecting one of the names from this list will cause that series of reports to be printed 131 AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 Importing and Exporting AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 133 Introduction The Dump and Load options are located under the File menu Dump and Load allows the user to export or import the fields from the current table to a text file The user supplies the name of the text file through a standard File Open Save dialog 134 AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 Exporting Data If the user is exporting data all of the data from the current dataset is written to the file in the current column order Only the columns that are currently displayed are written out to the file The resultant file is tab delimited text with a heading line that provides the field names for each column of data Note Dump and Load produce text files similar to the table for all datasets except the Time Entry Screen Dumping from the Time screen creates a AMS REAL
74. ation dataset Employee resource name Login ID for employee Access Al5 Access level specifies the Level users access level for all datasets and functions Password A8 Logimpassword Type Pick Resource Type Person or Generic These fields represent the minimum default fields used for employee records Of course additional fields can be added to contain information such as a manager s name employee skill level code pay rate etc The Organization Dataset The Organization dataset is used to control access to the data by organization as well as to define the hierarchical position of each employee Managers can look at both their own data and the data for those who report to them while employees can only look at their own information Department heads on the others hand might be able to look at information across the entire department while Vice Presidents might have access to multiple departments and so on More information on access control by organization structure can be found in the section on Hierarchical Organization Data Coding which is located in the chapter on Updating Information The basic Organization dataset simply contains an identifying organization code and an associated organization title Code Al5 Unique code to identify the organization to which each employee belongs Description A30 Description of title of the Organization AMS REALTIME Resources User Guide Advanced Management S
75. blank and under the Employee column the following access code should be entered R User Only This would allow each user to view only their own Employee information but not examine any of the filter criteria or data definitions More information can be found on Access codes in the Access Security Controls section of this manual 125 AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 Views Views are basically the program remembering how the screen is setup A view is stored internally and keeps track screen layout information which fields are displayed their column position and size etc Each View is saved with a name specified by the user Later selecting that View name from the popup will cause the screen to automatically reformat to the previous layout This view can also be renamed or deleted from the Format menu There is no limit to the number of views which can be stored in the dataset As with filters when views are first created in a local dataset the underscores should not be entered with the view name View names that are preceded by an underscore in local mode are ignored when Resources updates information in the local preference file This occurs so that the globally defined views do not write back to the user s local preference file Once the preference file is copied out to the server and used as a global preference file the system will automatically add the underscores to ident
76. c Issue 1 1 Reporting Time Posting Actual Hours Worked When the work assignments have been planned the actual hours worked against the plan can now be posted by each employee throughout the period of performance This is done through the Time screen which is the first screen presented to a newly logged in user After a database has been customized the System Administrator can define an Access Level for general user logins that only provides access to this screen Return to the timecard screen by clicking on the Time tab beneath the menu line The screen will change and you will be presented with a timecard for the current week AMS REALTIME Resources Syste Adaunestrotor Elo Edt o Dolire Inmecad Hop olala Sn WEI gt 44 al sal HEN a 2 Tre F Pion Report Update Derma Piee I Aceon Il Caandas on progra venenos msn y Pertod asec oo nra Task Stetux SuI MoM Tut Weld ThOt Fros Sel Week Pered Cum Base co BERE gt munon Tuevied Thu Fri Sat Tasis 1938 for iy agu Timecard Screen for the Current Week Navigating Through Time Notice the small calendar in the lower right portion of the screen It shows the current month with the days in the past crossed out It also highlights the weekends in red and has today s date selected Also notice that the activity to which you are assigned is displayed in the lower left portion of the screen This is your task list Since yo
77. ced Management Solutions Inc Issue 1 1 FormatCir Lookup L Org Code Lookup table field to establish data contents by a date period Calculate C BCWS BCWP Calculate fields using standard or special operators Special operators are percentage and percent of total standard operators Pick P Task MS NP Provide a popup of Task MS and NP for data selection Group C Min Workplan Calculate the Min Max Sum or Operation D Count record count of a ate numeric dataset field Actuals or o nenea wes souco moes Name WBS_IT WBS source table Child K WBS_IT A field that identifies a SubProject datasource table as having a WBS level beneath a child table O WBS_IT A field that identifies a Program datasource table as having a WBS level above a parent table This can also be used to create a WBS subset branch ic OF EA calendar access levels boundaries of 0 100 Es OS MS LS MEE A filter names Note Date and time formats are for display purposes Dates can be entered using any valid date format containing the month year and day Virtual and Reference fields default to 20 characters unless specified otherwise If a Virtual or Reference type string is longer than the specified number the remaining string is ignored Defining the Activity Dataset The basic activity fields which are required by AMS REALTIME Resources are already defined in the Activity dataset While these names can be modifie
78. ch as Notes Then create a field in the new database to hold text information More than one field can be created to hold information that is annotated to the actual time entry The Actuals dataset has a Reserved field for the link information Change the Type of the Reserved field to Extension Then choose the new database you have just created from the popup The Reserved field should now be defined as X Notes 6 six being the slot used In the Time mode a button will appear next to the New Activity button that contains Notes or the name of the text annotations database When a time cell for a specific date is selected clicking on the Notes button will provide a dialog that allows an employee to add in information annotations to the selected date This data can also be viewed in the Actuals database where all linked fields will be displayed with the time entry record To see only those fields which have a Note annotation create a filter in the Actuals Filter table where the Reserved field 6 is not equal to a blank e g enter lt gt under the field defined as the Extension field Decimal Calculations and Reference Fields AMS REALTIME Resources has the capability to hold and calculate costs based on Rates Hours Cost values are calculated to an accuracy or float precision of two decimal places This section outlines how to set up a simple cost calculation in AMS REALTIME Resources based on a rate multiplied by the actual h
79. ch will print a series of report specifications which have been setup in a Batch List in the Report screen Once the process has been setup and initiated further user interaction is not required from AMS REALTIME Resources Make sure the printer s paper supply is adequate Load The Load option allows you to load the current table from a text file The ASCII text file must be comma space or tab delimited with headings that match the field names The table order does not have to match the order of the fields since the headings are used to determine the data mapping All data is appended at the end of the dataset unless a key field is specified To specify a key field select that field by following the procedure to lock that field double click on the field heading Records with matching key field data will automatically update the existing information If no key field match is found those records are simply appended It is crucial to ensure that all data records have unique key fields when multiple projects are being loaded into the AMS REALTIME Resources database This will ensure that new data that is being loaded will not conflict with the existing data Refer to the section on Defining a Database for more information about key fields AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 Dump The Dump option allows you to export the current table information into a comma space or tab delimited tex
80. click Delete Time Then add the new times as discussed above AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 Any cycle of shifts that you define is specific to a defined time period which is called a range For example the range for this cycle could be defined as being valid from June 1 to September 30 The date range is defined using the Range tab and the default range is Always The Range for this Cycle is selected by using the Range button to select from a drop down list Combining Ranges and Cycles in this way permits you to set up very sophisticated and complex patterns of work Defining Overdays AMS REALTIME Projects also allows you to define working day exceptions which are specific working days which would normally be non working These extra hours or days are entered as overdays To define overdays which are working days that are normally non working but will be worked as an exception click the Overdays tab Either select a date on the calendar and enter the dates in the From and To boxes When you click Add Overdays the exception working days will be displayed at the bottom of the dialog To remove or change existing overday definitions select the appropriate date at the bottom of the dialog and click Delete Overdays Specifying the Range of Dates Covered by a Cycle Your project may use standard shift patterns throughout its whole duration On the other hand it could
81. d extreme care must be taken to change all other related field references across all datasets if changes are made The contents of the Attribute field are used to differentiate special purpose fields To add new fields to the Activity dataset click in the first empty line under the Name column Type in the new field name AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 78 Data Types Click on the same line under the Type column A popup will appear containing all of the data types available Click on the appropriate data type Alpha If the Alpha type is selected a prompt will appear so that the maximum field length can be entered Reference If the Reference type is selected a popup will appear that allows you to select the dataset you wish to reference Click on a dataset name Once a dataset has been selected a popup will appear containing the fields in that dataset Click on the field name you wish to reference When a user selects a Reference type field a popup will appear allowing data selection from the contents of the referenced field in the other dataset Reference Defaults To set a default for a reference field control click in the type column This will open the field for editing without producing the data type popup menu Add an exclamation point after the reference field definition and then enter a reference link to a default value R Organization Code Employee Org Code
82. dar to display a different month or year use the left and right arrows above the calendar On the left hand side closest to the month label click on the right arrow to advance to the next month and click on the left arrow to move to the previous month On the right hand side closest to the year label click on the right arrow to advance to the next year and click on the left arrow to move to the previous year Selecting Dates Dates can be selected in a variety of ways AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 70 e Select an individual day by clicking on its date box The date selected is highlighted by showing the date box depressed as if a switch has been pushed in e Select a range of dates by dragging across the date boxes All the dates selected are highlighted by showing the date boxes depressed e Select a day of the week for example all Saturdays or all Wednesdays by clicking on the day name at the top of the calendar This highlights the day name but does not show the specific dates selected Changing Working Days To change specific holidays from working days to non working days or vice versa choose the Holidays tab Select the appropriate date on the calendar and click the Holidays tab on the right of the screen The screen changes to show the Holidays dialog The date or date range you have selected is shown in the From and To boxes Click Add Holiday to make the
83. dataset filters The second letter determines what the user can change in the contents of each dataset The third letter determines the level of change allowed to dataset definitions Filter and View names can be applied to an access code to allow limited access to a dataset such as allowing the user to look at only his own personal employee information or to limit the fields that can be viewed The Access dataset provides four basic character codes that are used in each access code E No View or Update Ro Readony Read and Write F Full Read Write Define Insert Delete To define a security access level enter a Level name AMS REALTIME Resources will compare the contents of the field called Access Level which is stored in the employee dataset with the Levels in the Access table Three access codes are defined for each dataset and mode which determine the access to Filters Update Mode and Definitions The Timecard access codes have different meanings since they apply to a complex timecard rather than a data table In the first position of the Timecard access code the F character provides Insert and delete capability for Timecard records This can be given to Manager type access levels The W character provides Update capability of the planned hours the Base field Setting the first code to R lets users view their Base hours but not edit them directly The ETC field can be updated for all Access levels The R character
84. datasets choose the OrgLookup table from the popup AMS REALTIME Resources will determine that correct value for the Actuals Organization field by finding the latest date reference in the OrgLookup Organization field that contains the ResID the key field Lookup data values are populated in a Numeric table based on a matching field name Now select the Employee dataset Change the Type of the Org Code field to Lookup Choose the OrgLookup table from the popup of numeric datasets Now choose Organization from the field list This is a lookup reference from a text dataset This field value will be changed automatically when the system date passes the as of Date in the OrgLookup table Time Plan Report Update Access Calendars Mame Type tributes 1 gt Activity Employee gt Organization gt Actuals Workplan gt Notes gt Rates OrgLookup P Person Generic ResType A Lookup Field in the Employee Dataset AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 Updating Information Data Entry Tables Data can be entered or edited by selecting the appropriate dataset and choosing Update mode All records are maintained in order based on the key identifier field in the dataset which must be unique Fields which are not displayed can be added by clicking the mouse in the white space to the right of the data table and selecting from the field name popup Only tho
85. dation Alternatively WBS source tables can be defined which allow hierarchical task selection through a series of pre defined choices Plan Plan mode is typically used by managers when determining which employees will be assigned to work on each task The employee must be part of the planned work on a task in order for that Task ID to appear in their popup when posting time worked If the Plan function is grayed out then the currently logged in user does not have the required access level to plan work Note If Planning and Resource assignments have already been created in AMS REALTIME Projects this plan information can be automatically loaded using the AMS REALTIME Resources interface This information exchange is launched from the AMS REALTIME Projects File Execute menu When Plan is selected the information line will now display Work Planned on followed by a Task ID button Clicking on the Task ID button will produce a list of activities which are currently in the Activity dataset To change the task selection click on the desired activity The current activity selection will always be displayed in the TaskID button The information line also provides a Previous and Next button Clicking on the Previous button will select the previous activity for planning and clicking on the Next button will move you to the next activity in the list for planning Using these buttons to perform resource planning on a series of activities helps to
86. drilldown y minpassword 6 fullscreen y planavail y AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 Description Resource filename Small fontname and size Large fontname and size used in popups Default fontname and size Local preferences filename AMS REALTIME Resources help file TCP IP network protocol Maximum size of UDP packets Use drilldown popup order for unplanned work Enforce at least 6 character passwords Default to full screen window Use resource availability profile in Plan screen 149 150 A Sample Server Configuration File RTRServer language rtrsrz usa clienttimeout 200 clientshortto 5 smallfont arial 6 largefont arial 10 defaultfont arial 8 dset fy98 dst settings fy98glbl prf RTRServer time Oboris protocols UDP udpmaxpacket 2048 tnxlog N period 14 DAY 03JAN95 graceperiod 5 DAY Description Resource filename Ticks 200 18 sec to wait for initial server response Ticks to wait for further communication packets Small fontname and size Large fontname and size used in popups Default fontname and size Server dataset filename Global preferences filename Network address of server TCP IP protocol in use Maximum size of UDP packets Don t keep a transaction log Time collection period and base date Days that timecard can be adjusted after period end AMS REALTIME Resources User Guide O Ad
87. e They are be worked on who can work on the activities structure assignments are stored each resource on an activity are stored We will examine these datasets one at a time to understand the standard data fields and how they relate to the whole database To view a specific dataset simply click on the button to the left of the dataset name The first three default datasets are text type which means that they hold records containing alphanumeric information We will begin with the Activity Dataset AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 18 The Activity Dataset AMS REALTIME feroces Firineme Lerineme Fie Ect View Dpibre mecad Hop olsa elel alala aldo ral ireira Fra pae oen Tree Naccess N esences M Activity Dataset When you are in Update mode clicking on the Activity dataset button will cause the activity dataset to be displayed in table mode Notice that there are a number of columns labeling each field and one empty row for adding new activities Since the database has just been created it is empty We will create some activities so we can post actual time in the Timecard screen Before we do that however let s take a look at how fields are defined in AMS REALTIME Resources To look at the data definitions that have been defined in the default Activity dataset click on the Define Tab keeping the Activity dataset selected Depending on the physical size
88. e a field should have at least one entry in the lookup table AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 90 Entering Lookup Reference Data If you do not already have employee and Organization data in those tables enter some test data to work with At a minimum you will need to populate the Employee dataset with a few entries that have ResID a unique identifier Name and Login defined The Organization dataset should have at least two unique Organization Code and Title entries Now change back to the OrgLookup dataset in Update mode Under the ResID select each ResID from the popup one per line Under the Date field enter the beginning of this year Under each code select an appropriate Organization Now choose one of the employees that already has an entry and add a second entry for that ResID Enter tomorrow s date under the Date field and then set the Organization field to a new organization This will allow actual entries from tomorrow forward to automatically use the employee s new organization Code Defining Fields that Use a Lookup Field Now that we have the OrgLookup table defined and populated with data we can create fields in the Actuals dataset and the Employee dataset that use the Lookup table to determine their value Change back to Define mode and select the Actuals dataset Change the Organization data type to Lookup A popup will appear that contains all Numeric
89. e report information will be grouped or ordered To create a Group type a Group name next to the word New in the Group Name column This Group name will appear in the popup when you use the Group button to select a report grouping so the name shouldn t be too long the actual limit will depend on the defaultfont size specified in your configuration file On the same line click under the column labeled Dataset A popup will appear that contains all the dataset names that have been defined in your AMS REALTIME Resources database Choose the dataset that contains the primary report grouping Still on the same line click under the column labeled Field A popup will appear that contains all the field names in the dataset Select the field that will be used as the primary search field for reporting This field will be used as the internal search criteria but does not have to be displayed in the report In the next column click under the column labeled Display The selected field is the field which will be displayed in the report For example perhaps the employee number is the field which is used for the internal search for actual time records but the employee last name is the information that is printed in the report The Field column would contain employee number and the Display column would contain the last name field AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 60 A Heading name which mus
90. e required key fields in the standard Organization dataset are Field Name Attributes Title the organization title which DeptPick will appear in the popup Code a list of all possible DeptOrg OrgCodes Define Mode Selecting Define also produces a list of the datasets on the left side of the screen When a dataset name is selected its field definitions are shown This is where the field names and their data types are defined Each dataset must be initially defined before data can be entered You can either start from scratch and create a new dataset or you can copy and modify the sample dataset provided To start a dataset from scratch start AMS REALTIME Resources with no dataset specified in the configuration file You can do this by opening the client configuration file rtr32 ini or rtr cfg and inserting a semicolon before the dset parameter so that it is ignored The dset parameter can later specify the default dataset to open locally if a AMS REALTIME Resources Server address is not specified the preference file can also store this information If AMS REALTIME Resources doesn t have a specified dataset it will prompt you to Find or Create a dataset or Quit the program Find will let you select an existing dataset and Create will allow you to name a new dataset If you want to modify the sample dataset you can either copy the sample dst file to a new dataset filename maintain the dst extension or you can open
91. e software in standalone mode which is the recommended way to learn about AMS REALTIME Resources When AMS REALTIME Resources is first launched the splash screen will display the software version number and the AMS copyright Since the default configuration does not contain a preference file setting a dialog will allow you to Create a new preferences file or Find an existing one The preferences file contains the location of the AMS REALTIME Resources database the last user that used AMS REALTIME Resources and user defined views filters and report layouts If this is the first time that AMS REALTIME Resources has been executed a preference file will not yet exist Choose the Create button under Select a Preference File The Connection Info dialog is used to tell AMS REALTIME Resources where to find the required preference and database files Use the Browse button to seek an existing preference file or the Create button to specify a new one You could select the AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 14 Browse option and then choose the sample prf preference file to examine the sample dst database provided in the full installation However for this introduction choose the Create option so that we can build an new preference file and create a new dataset Choosing Cancel will terminate the program and return to the Window environment Next you will be presented with a dial
92. e you a brief summation of all the types of transactions that have happened since the program was logged on AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 Event Log A Click the Event Log button to see a list of the last 100 events that have occurred on the client program Each entry has a time stamp and a description of the event This log should be used by System Administrators to monitor performance and to trouble shoot if problems occur with the network 159 AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 Configuration Configuration Switches This Appendix provides a listing of AMS REALTIME Resources configuration switches Client configuration switches are stored in rtr16 ini if your are running 16 bit software rtr32 ini if you are running 32 bit software or rtr cfg for Unix and Macintosh environments In all cases the base name of the file matches the base name of the executable Server switches are stored in the rtrs16 or rtrs32 ini or cfg file following the same naming conventions as the client configurations These switches are indicated by the word Server after the switch and default setting The information is provided in the following format Switch Default Client Server Description AMS REALTIME Resources Switches ALLOWLOGIN LoginID List Server Only the specified list of User Login IDs can Login to AMS REALTIME Resources This can be
93. ecord Current Record Number ee TopicltemList List of Available Service Topics FieldNames Field Names in the Dataset Pp Filter Curent Data Filter Name po Formats TEXT type FieldTypes Field Data Types and Definitions Current Record Number TopicTtemList List of Available Service Topics FieldNames Field Names in the Dataset FieldTypes Field Data Types and Definitions Pp Filter Current Data Filter Name po Formats TEXT type po Record Current Record Number TopicItemList List of Available Service Topics AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 171 Services Service Topics Description other user defined FieldNames Field Names in the Dataset datasets Cd FieldTypes Field Data Types and Definitions Po Filter Current Data Filter Name Po Formats TEXT type S O Po Record Current Record Number i TopicltemList List of Available Service Topics Cd Field Types Field Data Types and Definitions Pd Filter Current Data Filter Name P Formats TEXT type S Pp Record CumentRecordNumber TopicltemList List of Available Service Topics sd Fil Types Field Data Types and Definitions Po Filter Current Data Filter Name P Formats Po Record Current Record Number Topichemlist List of Available Service Topics 172 AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 Services Service Topics
94. ed TaskPC The percent complete field used by the AMS REALTIME Projects interface to correspond to the schedule Progress field ActID The field used by the AMS REALTIME Projects interface to link to the schedule Activity ID if not found the field with TaskID is used TaskDrilldown This is the starting field that will be used for a defined drilldown order for unplanned work selection TaskCal The field used to hold the activity s working calendar AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 82 A Sample Activity Dataset Definition The following is a sample of an Activity Dataset definition Field names are followed by field types and formats Key fields have an Attribute key specified Defining the Employee Dataset The basic employee fields which are required by AMS REALTIME Resources are predefined in the Employee dataset While these names can be modified extreme care must be taken to change all other related field references across the datasets if changes are made at all The contents of the Attributes field by specific keyword determines how AMS REALTIME Resources differentiates between special purpose fields and fields which contain other information The Attribute keywords for the Employee dataset are ResID The contents of this field will be displayed in a popup when selecting the Organization in Plan mode ResOrg The contents of this field will specify the organizati
95. ee is planned to work on if a conflict exists The duration of each task is displayed as a white shadow bar The planned work assignment is displayed as the colored and patterned portion of the bar and the actual time that has been expended or personal progress is displayed as a dark progress bar on the lower half of the planned work bar To change back from the currently selected employee s task schedule click on the employee to deselect The task list will be replaced by the overall availability profile 4G AMS REALTIME Resources System Administrator A x File Edit View Options Timecard Help oslas allel alaala e 2 al i Time Plan I Report I Update 1 Define 1 Filter T Access I Calendars NA Work Planned on Design Previous Next Activity Filter All Activities Last a Cum Base Rem 29 JUN 98 10 JUL 988 00 48 0 2 0 40 40 Open 48 0 1560 108 0 Yecember 1997 Resources for 1998 KIKE December 199 ev Design June i July SunMon TueWWedThu Fri Sat sgreat js 7 je 3 1 m 14 5 16 n 18 19 21 22 23 24 25 26 28 29 30 31 1 jis 6 r e 3 6 13 20 2 3 10 BHrsiSDays 15 38 43 El ht 15 28 39 000 Closing DSA s Watch this space for helpful Info Viewing an Employee s Task List Scaling the Calendar Timeline The calendar timeline at the top of the employee s task list can
96. eeatenstecttowestebees 105 Traffic Light Approval Tai att 105 Charges pesa ia io da loco ba t talio ds pa toto bo rd bolo da io la a ada 1 105 Calendars and Daute 105 Adding NeW Activiti Sermin e055 hen Hie ES A eS a ea a 105 Non Project Las e ie 107 Posting Time for Unplanned Work scsisss tis coias eds dass ines ich Ai 107 WORK BREAKDOWN STRUCTURES 02205 A Se Ok 107 WBS Conceptual ollas 107 SETTING UP A WORK BREAKDOWN HIERARCHY cccccccccesssseecccceceaussseecccceescuunsseeccccesecuuneeeccceesseuuneeccceeessaaanses 110 DEFINING THE WBS TABLES ssssseccccccccessseeeccecceceuesseecccceeseuuseecccessesuseseecceceeesaunseeeccesessuuanseeecesessuaaaeeeceees 111 Defining the Activity WBS Fields ccccccscsccsenecsonesesseeevsceenaneosoneveeceevaceesanessonersoceseneceenanessonereoneseneesenans 112 Entering Data in the WBS Source Tables sessies eiii ai a i a i a 114 Defining the WBS Relationships iii nsien siia iie aii eiai ii iae aiaa 116 WORKING WITH THE STRUCTURE cccccccccsssssseccccecccsuseeecccceessauseeeeccceeseuauseeeccceessauaeseecccseseeuanssececeeesauaneeeeceeeeeaas 119 UTA A E RN 120 THE OUTCOME AND BENEFITS OF WBS CONFIGURATION ccccccssssesecccceeceassseecccceeeeuaeseeecccessseaeeseecccsessaaaneeeeeees 120 Dildo WR Els da Sees Geb Eee hac ot 120 Pind Existing sa ea do ol ho o td ds a e Ad er e Ge dd ld e aL do o el e o 120 Create NeW i hl el O A a ed Dd 121 FILTERS AND VIEWS AAA osasse ie sre
97. eeceeessuaaeeeceees 176 Basic ODBGE Drivers hen cr tedsvseovais das beta daucaitedd cade e a a eaa a e ea ea 176 Configuring the Data SOUTCES ida ii 176 MAKING AN ODBC CONNECTION TO RESOURCES sssssssseccceeceeuseececcccececuseeeecccceeseusnseeeccesesseaeseeeecesessaaaneeeceees 177 vi AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 Copyright This manual and the software described in it are copyrighted with all rights reserved Under the copyright laws this manual and software may not be copied in whole or in part without the written consent of Advanced Management Solutions Inc except in the normal use of the software or to make a backup copy The same proprietary and copyright notices must be affixed to any permitted copy that are affixed to the original material This exception does not allow copies to be made for others whether or not they are sold but all material purchased along with backup copies may be sold given or loaned to another person Under law copying includes translation into another language or format Information in this manual is subject to change without notice and does not represent a commitment by the vendor The software described in this manual is furnished under a license agreement and may only be used and copied in accordance with the terms of said agreement AMS REALTIME is a trademark of Advanced Management Solutions Inc The family of AMS REALTIME managem
98. ent calendar Click the icon to see a list of other calendars and select the name of the calendar you want The Base Date is the point at which the calendar starts You will notice that the working days in the calendar are numbered sequentially and the number displayed at the bottom right of the date box The figure at the top left is the actual date This generic day numbering starts from the day after the Base Date since the Base Date is zero Any changes you make can be saved by clicking the Save Calendar Changes button The Discard Calendar Changes button can be used to ensure that none of the changes you have just made are saved Working Time Shifts As well as being able to define which days are working or non working you can also specify which hours are to be worked within the working day These hours can be set up to mirror the shifts worked on the project In the Info Tab the basic shift information is entered and displayed in the Shift Start and Shift End boxes These times are used to determine how many working hours there are in a working day which is entered in the Day Length box in this example 8 hours Depending on the number of working days in the week AMS REALTIME Projects will calculate the Week Length in this case 40 working hours this can use the format hh mm In a similar fashion the Month Length shows the number of working hours in a month Moving Around in the Calendar To move around in the calen
99. ent software contains modules for Projects Resources Solo Vision Gateways and Costs These modules have evolved from the software formerly known as AMS Timekeeper and Schedule Publisher All other product names mentioned in this manual or software are the respective trademarks of their owners Copyright 1997 Advanced Management Solutions Inc 7231 Boulder Avenue Suite 803 Highland California 92346 USA PHONE 909 790 2026 FAX 909 790 1892 vii AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 Program Description Overview Multi Platform Multi Protocol Client Server AMS REALTIME Resources is a multi platform multi protocol solution for time collection and resource scheduling This means that there is no need to change networks or force conformance to a single type of computer system within your company AMS REALTIME Resources client server architecture can communicate across UNIX Macintosh and PC workstations simultaneously The AMS REALTIME Resources software can be run in either standalone or client server mode When running in stand alone mode a local database is accessed by each AMS REALTIME Resources client program This is mostly used for designing a database and piloting before going live with a system When AMS an mm 2 did REALTIME Resources is run in client server mode each client has multi user access to a single database which is located on the server machine Reso
100. er Number of IPX send buffers Maximum is 52 IPXRECVBUFS 32 Client Server Number of IPX receive buffers Maximum is 52 CLIENTTIMEOUT 25 Client Number of ticks 1 18th of a second to wait the first packet response CLIENTSHORTTO 5 Client Server Number of ticks 1 18th of a second to wait for subsequent packets CLIENTTICKLEMIN 1 Client How often in minutes the client should tickle the server CLIENTMAXTRIES 15 Client Number of communication retries before a message prompt appears 168 AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 UDPMAXPACKET 8 192 Client Server Maximum UDP packet size The correct value depends on the TCP IP stack size CLIENTPACKETGATE n Client Number of packets that can be sent out from the client before a response back from the server to eliminate buffer overflow When using PC TCP try setting this to 4 SERVERPACKETGATE n Server Number of packets that can be sent out from the server before a response back from the client to eliminate buffer overflow When using PC TCP try setting this to 4 SRVTIMEOUTMIN 15 Server Number of minutes a server will wait until it logs a user off MAXSERVERS 3 Server This can be set to the number of network protocols used to save memory One server application is generated to handle each protocol used Set this switch to the number of protocols used to use less memory Maximum setting is 4 SRVRE
101. er Logins the database should be saved and restarted to enable user defined access controls The sample dataset defines four levels system administrator manager default and blank These levels and level names are not mandatory but can be used as a starting point to provide access levels for different types of users However it is recommended that a blank level with no access be stored in the first access level row 1 If a match is found between a user s defined Access level and a level in the Access table the user is granted the access levels defined for the specified level If no match is located the access level granted will be that of the first level If you prefer not to maintain a blank level make sure that all Users have a defined Access level AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 JAMS REALTIME Resources admin Col File Edit View Options Timecard Help PESQ ner eml Aann ruusa AJFULL FFF FFF FFF FFF FFF FFF FFF FFF DrilDown FFF FFF FFF FFF FFF 2 MOR FFR FFR FFR FFR FFR FFR FFR FFF DrilDown FFF FFF RRR FFR FFR 3JLEAD RW RW RW RWW RWW RR RAN FFWDrillDown FFF FFF RR RR A EMPL RR RR _ RRV DrilDown m e 5 CONTR ES RR A Sample Access Table The Access table is comprised of a basic three letter code for each dataset and function For dataset access codes the first letter determines the level of change allowed to
102. ers into your Windows System directory Note choose the 16 bit or the 32 bit driver depending on the application you are running From Windows click on File Run Browse Select the drive or directory AMS REALTIME Resources ODBC directory Select Setup exe click on OK OK The ODBC drivers installation program will execute click on Continue Select AMS REALTIME Resources click on OK The driver will install the ODBC files into the Windows System directory Run the Windows Control Panel program and double click on the ODBC icon to run the ODBC setup If you click on the Drivers button you should see AMS REALTIME Resources in the list as an installed ODBC driver Click on Close to return to the ODBC Data Sources dialog Configuring the Data Sources Once the AMS REALTIME Resources ODBC driver has been installed the data sources which use this driver can be configured The data sources are AMS REALTIME Resources preference files which contain the Basic datasets and Reports that can be linked to other programs To configure a Data Source double click on the ODBC icon to run the ODBC setup From the Data Sources dialog click on Add Select AMS REALTIME Resources click on OK 176 AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 From the Setup dialog enter the following information for the Data Source A descriptive name for the data source Preference File The preference file
103. es 145 IDENTIFYING PROJECT OWNERSHIP OF TASKS ccccccccccsssssseccccececasseeecccceeeeaseeeeccceseeuaeseeeccessssuaaseeccesessaaaneeeceees 145 TIMECARD TRANSACTION DUMPS ccccccceccessssecccecceccsssseecccceeeeuseseecceceseeausseecccceeeeuanseeecceeessausnseeeceesssaaaneeeeees 145 SYSTEM ADMINISTRATION occssdiscccsscccacdescesdcesocccacessccssnassccendesscsoanavecscaccssdcssuavecsescdesedaanseecsescensecescasocssecceus 147 CONFIGURATION AND SETUP 3s 00sc05cicecseduescdeadcacesoedsvecdupccevedeeseee depdsevesebdeatedes deoosdebedencdesddseecanccecsderdeevcdenedeesde sed 147 A Sample Client Configuration Fil oooonnnnnccnnoninoncnnonannnnanonnnnonnnncnnnnn non nonna nena nena nera n nn rana n rana cra acc nn nara nnccnns 149 A Sample Server Configuration File cccccscccsssccescecessecessecssneeesscecsscecsscecesaeecsaeecsseecsseecesaesesaeessaeesseessneeeees 150 Command Line Specifications issnin iniii neiaa iaeiaiai iiias 151 LOGIN IDS iii e 151 PASSWORDS ost S E E E S E A EE E E EE ai 152 ACCESS SECURITY CONTROLS t 152 ACCESS CodeS AAA TAE SE T See ION datos 152 Access Hierarchy ideo 154 Attaching a Filter or View to an Access COd oooonoccconccconancnnanononnnnnnnnnnnnnonnnnonnn nora nc non nc nana non acc nn acc nnncrnacnnns 154 Creating a User Login Filtet siirinsesi essien iesi ienie ikia Eki rakaa TENE reika SeT 155 NETWORK ENVIRONMENT ccsssssscssscssssssssscccsscssssssssscccssscssssssssccsssssssssssssccessssssss
104. es dataset into the schedule A Progress field can be defined as the percentage of the actual hours completed compared to the estimated hours to complete A calculated Progress field and other related field definitions are provided in the Sample dataset sample dst that is distributed with AMS REALTIME Resources The option to get Only Approved Actuals will cause the Status field of the Actual timesheet record to be checked before actual hours are loaded into the project schedule Only Approved hours will be loaded and their Status field will be updated to Posted after the transaction is complete Options for Time Now The options in the Time Now section of the dialog determine how actuals are handled if they are ahead of the current costbin defined by Time Now Only one option can be selected The first option displays the project schedule Time Now in the box If the Set Time Now button is chosen you can edit the Time Now date which will set Time Now in the project schedule If Ignore Future Actuals is selected any actuals that have been posted ahead of the Time Now date will be ignored They will not be loaded into the schedule nor will they be marked as Posted If Move Time Now to Latest Actual is selected the Time Now date in the project schedule will be automatically updated to the latest actual date encountered in the schedule If Earned Value methods are being used to track schedule and cost variances in the schedule this is
105. esaussseeeccecesauuesseeccceeesaausseeececesecuuaaeeecceesssaanneeeeees Moving to Another Task dada Filtering A cuvities ecm rste do id Us Employee Availability Profileziuini cia dia Wuadevecawedstestoadevecevelste iuedsvelawsladeotoleustens Viewing an Employee s Task Listin aba Scaling the Calendar Timeline Usinge Skill Codes a a Swapping Plan ASSIQHINENIES LA a EIMECARD SCREENS tata ln e E O eae A A E A O at 99 Reporting TMe yie A E ES RN O O RA 99 REPORTING WORK DONE ON A TASK ccccccccsssssseeccececceseececcccececaseseecccceseeuanseecccceeesaansseecccesssuuanseeeceeessaaaaeeeeeees 100 Limecard Fields fora Ta ia Entering Hours Worked Changing the Timecard Layout CORRECTING AN ENT A a anges How to Correct an Entry Audit Trail CHARGE TYPES cccoooooccccnnnnnnnononoccnnnnnnonanaroconnnons Defining Overtime and Other Charge Types How to Define Charge Types ooooccnnoccconccconncioncnnnncnnno ADDING NOTES TO YOUR TIMECARD cccccccccssssseecceceeceseseeecccceseeuusseecccceseauanseeccccesssaaaeeecccesssuuesseeccceessuaaaeeeceees AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 How to Set p Notes on Timecards ssori eeaeee aei e a E E e E e EE ae dee 104 Adding a Note to a Time Cell oo eeceesecceseceseeesneceseecsaeecsseceaeecssecseecsaeesssesesseeeeeessaecssesesseceeeeseeeseeenaeess 104 COEOR CODING A UE O coueeessdeessceceenscgaueuetestt
106. form in order to be used Also ODBC drivers for other databases or applications must have been installed and properly configured on your system in order for the process to function This process allows direct data access between the AMS REALTIME Resources datasets and other database programs For example an external database program that maintains all of the basic employee information might be linked to the AMS REALTIME Resources Employee dataset so that information that is entered into the external database will be automatically loaded into the Employee dataset This data exchange can go both ways For example Actuals data that has been collected in AMS REALTIME Resources can be automatically linked to another database so that it can be used by another system Reports that are generated in Resources can also be linked to another database program for historical storage or enhanced reporting 175 AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 Installing the ODBC Drivers Basic ODBC Drivers If you already have ODBC installed on your system an ODBC icon will found in the Windows Control Panel group If this is not present install the ODBC drivers from the Windows installation disks Place the AMS REALTIME Resources ODBC Installation disk in a floppy drive Use the Windows File Run command to execute the Setup program from the floppy disk The setup program will load the AMS REALTIME Resources ODBC driv
107. fying the Number of Field Slots The next step is to define the OrgLookup fields Enter ResID on the first line under Name Choose Reference as the data type Select the Employee dataset and the ResID field This first field is the Key Field which will be used to identify the Lookup record Add Date as the second field name Date is a fixed field name that the software uses and can not be altered Set it to the Date data type use any preferred format with month day and year and then Start of Shift The Date field is defined to hold the date the change should take effect AMS REALTIME Resources will compare the system date with the change as of date Add Organization as the third field name This name should match with the name of the Organization reference in the Actuals table Set it to a Reference type selecting the Organization dataset and the Code field Time Plan Report Update Define Fitter Access Calendars activty THame Type Aftributes Employee 4 Resid REmployee ResiD gt Organization gt Actuals gt Workplan gt Notes gt Rates OrgLookup rganization Code OrgLookup Database Definition Important Notes on Lookup Tables Lookup table entries must be maintained in ascending date order The dates are as of dates meaning that each key field match will use the contents of the lookup fields with the latest date Each field that uses a lookup table to populat
108. gement Solutions Inc Issue 1 1 Passwords Access Security 152 If a fieldname called Password is contains data in the employee dataset AMS REALTIME Resources will prompt the user for their password before allowing them into the system The length of the password is definable by the System Administrator Passwords should be chosen by the user so they can be easily remembered but should never be divulged to another user The Options menu contains a selection that allows a user to change their password The user must enter their old password the new password and then verify the password by reentering it correctly If a password is forgotten it can be reset by the System Administrator AMS REALTIME Resources should be configured so that everyday users can not view or modify passwords or access levels Only System Administrators should be entrusted with this level of information to protect the integrity of the database Controls Access Codes The Access table defines each access level which determines which AMS REALTIME Resources functions are accessible to each user It is recommended that only the System Administrator have update access to the Access table and that most users not be allowed to view this table When a database is first created and no Access levels have been defined a message will appear stating that access is completely unrestricted for all users As soon as Access levels have been defined and assigned to us
109. han one project to be open to all levels above or tasks that are specific to one project to be confined to only that selection AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 This is an example of how the Activity dataset might look I Time I Plan T Report T Update Define 1 Filter I Access I Calendars o PE m WorkCost Employee ology Development Year 2000 Compliance Prototype Organization bt Pn tify Problem Areas gt Actuals Workplan A Sample Activity Dataset with WBS Reference Fields Note In more complex scenarios it is a good idea to split up the ID codes between the levels and then merge them to give a unique Activity ID code when a drill down has been completed That way the ID code of a newly created task gives a clear pointer to its position in the structure Working With the Structure When entering data into Activity fields that reference WBS source tables all of the entries in the highest level WBS table will be presented in a popup Each level will be presented in succession showing the subsets levels which are defined underneath until the lowest level is defined If only one option exists for selection that selection will be automatic _ Software Programs gy Development Year 2000 Compliance Prototype 3 Technology Development Laser Programing Information Integration Information egration Research Prototype Q amp A Testing Identify P
110. he project schedule The resource increment will be used to spread out the new requirement between the planned start and planned complete dates If Replace Requirements is selected the current project requirements in the schedule will be completely replaced with the current AMS REALTIME Resources plan If Level of Effort is selected new plan requirements from AMS REALTIME Resources will become Level type requirements in AMS REALTIME Projects Existing Effort driven requirements will be updated with the Planned Level of Effort as well as Actual and Total Hours This allows the remaining work to recalculate the duration of the activities in AMS REALTIME Projects Activity Date Options The Activity Dates section of the dialog controls how activity start and complete dates are stored in the project schedule when the dates differ Only one option can be selected If Calculated is selected the planned start and complete dates from AMS REALTIME Resources are used to update the activity start and complete dates Before the operation a baseline revision called AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 PreRTRUpdates is automatically created with the previous dates from the project schedule This allows tasks that have been shifted by a resource manager to be easily identified by a project manager Of course the project schedule can always be modified to meet the original schedule targets Some meth
111. he existing datasets In the example provided we will name them Software Programs Projects and Sub Projects Task definitions at the workpackage level will occur in the standard Activity dataset as usual Having created our three WBS datasets we will enter the basic field definitions for each For this example the fields have been kept very simple but as much information as required may be stored Name Type _ Attributes 24 240 Software Programs Dataset Definition The Software Programs dataset contains an ID field to contain a unique identifier a descriptive Title and a Child field The Child field will contain the relationship to lower WBS levels The Projects dataset also contains these same fields but also has an additional Parent field that will eventually contain a relationship to the higher level table We will come back to these tables later to further define these Parent Child relationships Name Type Attributes 4 10 24 3 Parent 440 al Projects Dataset Definition The Sub Projects table will contain similar ID and Title fields but will only contain a Parent field which will later define the relationship to Parent tables Name Type Attributes Sub Projects Dataset Definition 111 AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 112 Note that in all three tables the Attributes column contains a filter User ID This sho
112. hen use the Calendar to select a new date by clicking on the new report boundary Change the other Report Period date in the same manner Use the Up and Down arrows to the left of the current calendar month label to move the calendar Backward and Forward a month respectively Use the Left and Right arrows to the right of the current calendar month label to move Backward and Forward a year respectively Click on the current calendar month label to get a popup list of months Selecting a month from the popup will move directly to that month but retain the current year 129 AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 Summarized By button Click on the Summarized by button to select the bin size for collecting time from the database The Bin options are Day Week Month Quarter Half Year and Year Specifications The Report Specifications table allows you to type in everything from the Report Display screen where it is accessed and displayed on the buttons and save it as a Report name By entering the name of the Report under Title and entering a Heading name Group name Binsize Summarized by From and To date of the Report Period and Filter Set you can store exactly the same report as 1f you had entered the information from the Display screen and saved the Report name as the Title However you can also specify and save a View name which has to be selected from the View menu when the
113. his determines the date ordering of Month Day and Year If this is Y DD MM is used instead of MM DD in the date format If this is A the Asian date format YY MM DD is used GRAYS 33 25 17 34 26 18 10 Client Server Patterns used by plotters for gray scale patterns If you have problems with the default try 31 30 15 14 13 12 11 SMALLFONT font size Client Server Font and size of Small font LARGEFONT ont size Client Server Font and size of Large font DEFAULTFONT font size Client Server Font and size of Default font PRINTERFONT Arial 8 Client The default font used for printing dataset tables timecards etc This does not apply to Report specifications where a font is specified TABLEDUMPTHOUSEP Client Server Thousands separator character for numbers DATEFMT 01 JAN 96 Client Server Date format sample BUS YWHEEL Y Client Server This switch displays a spinning wait cursor when the program is busy 166 AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 LANGUAGE RTRRZ16 USA Client Server For Windows 3 1x LANGUAGE RTRRZ32 USA Client Server For Windows 95 NT and 32 bit versions This switch specifies a resource file which is different for translated language versions RIGHTDOUBLE Y Client Server The Windows right mouse button equals a double click with the left mouse button WINALTFILLRECT N Client Server Setting this to Y wi
114. his level This field will go back to the Activity table once a task has been selected from this WBS table For this example we will select the Title field AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 A marker is a label that is given to a WBS drilldown structure All levels of a WBS will share the same marker name Select Create Marker to give a name to your WBS drilldown structure For this example we will name our marker IT_WBS If you have already created a marker name you can select it from the list AMS REALTIME Resources Marker Name rr_wes A WBS Marker Name The Attribute for the highest level WBS reference field must be set to TaskDrilldown This tells AMS REALTIME Resources which table to start in when selecting a task through the WBS tables Name Type Attributes 12 21 Project 22 S The First Activity WBS Reference Completed Do the same with the other activity reference fields choosing the name of the dataset that matches the fields name in each case The end result should look something like that picture below Mame Type tributes 42 WS De Activity WBS Reference Fields 113 AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 114 Entering Data in the WBS Source Tables Now we will enter data into the WBS source tables From Update mode enter names for all levels of WBS down to task details
115. his sample choose something that is easy to remember or you won t be able to login to AMS REALTIME Resources If you don t enter a password in the employee record the password prompt will not be displayed on login Since we haven t created any Access Levels at this point leave the Access Level field blank Add a few other employee records to the dataset This will provide us with an employee pool to access from Plan mode in the next step of this introduction You can use the information from the table below as a reference or enter your own information AMS Se a a IsI26 ISP Sherman Black BLACKS 18131 IST Mark Taylor TAYLORM_ GAMS REALTIME Flesouons System Administrator Bie Edt Yew pire Trrecad Hsp PEAT E e lalele Af all z i Jaj Tire E Pan I Repot uparte Detee Fie Accese Calendars Sen Arta SYS John Set Sharman Dict LAS Mark Toyi TAYLO DIE recente 1597 TA ara PAPAS EY SO ORISA oie I Pine laden LB rit is ols en i nis xn e a 0 jini is oo i PEETRE EE 2 ejr jej VE Wise 154140 El es is tons cota a Entering Employee Data Adding Organizations Now that you have activities and the employees to perform these activities the next step is to update the organization table This is used to group employees by organization for selection and reporting Since the organization code is already a part of the employee data
116. ick the rightmost portion of the calendar timeline and drag inward toward the center The calendar timeline will automatically re label as it is scaled Most users will already have their Organization and Name appear in the buttons on the Time screen information line Depending on the organization hierarchy which is defined clicking on them may or may not provide popups which allow other users or organizations to be selected Some users may be allowed other access to user records depending on their Access Level the hierarchy code stored within their OrgCode or a combination of both The Calendar will indicate today s date by drawing a rectangle around the date The current date which defaults to the system date is highlighted as though that calendar day were pressed down The timecard defaults to the week in which the currently selected day is located The current week can be altered by selecting a different day on the calendar To access a different month click on the up and down arrows to the left of the month name To access a different year click on the left and right arrows to the right of the month name The current timecard period dates are displayed in the color black when the timecard is in the current week based on your system date If the timecard is in a past week the period dates are displayed in red If a future week is selected the period dates are displayed in yellow If the employee has a long list of assigned
117. ify global views When a System Administrator wishes to add a global view while running in client server mode the underscore should be use at the beginning of the view name This tells the system that it is a global view and should be stored in the global preference file and should be made available to the general public Generating Reports Introduction 126 AMS REALTIME Resources report functions let you slice and dice your stored information in an unlimited variety of ways By combining sort orders time period selection collection bin size headings totals and subtotals and selection filters your report output can present exactly the information that is required These reports can be saved under you own report names for instant recall Reports can be printed to any print device which is installed on the host system AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 Function Icons A set of icons has been added to represent basic functions Edit Report Edit Filter Edit Batch Headings Set List R Edit Report Edit eport Grouping Specifications Browser Par arameters Report Icons Report button Clicking on the Report button will provide a popup of all report names which have been defined in the Specifications table Reports set up from the Display mode can be saved under a Report name This name can be rec
118. ile this information is read by AMS REALTIME Resources only upon initial program startup When the data has been modified and the user has not saved the data file the program will prompt the user to save before quitting the program The user can quit without saving if desired If a user selects another reporting week the program will prompt the user to save Actual time worked can be reported in a variety of ways Reports can be created and stored for instant recall Views and filters combine to provide additional flexibility in presenting timekeeping information For instant and accurate status updates to AMS REALTIME Projects actual hours progress and plan changes can be synchronized or exported to other external systems AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 Defining Datasets The Basic AMS REALTIME Resources Datasets The three basic text datasets are information sets containing Activity Employee and Organization information The field names data typesThe Actuals and Workplan datasets are the standard numeric type i e containing time phased data datasets These contain the source data that appears in Plan mode and the Timecard screen As with the standard text datasets the basic fields data types and attributes should not be redefined There is some capacity to add additional fields to these numeric datasets but only within the existing slot reference structure New datasets c
119. in the sample below In the Type column select Group Operations from the popup Choose the Sum function Pick the Actuals dataset and choose the WorkCost field from the popup of Actuals fields The WorkCost field in the Activity dataset will now contain a summary of costs for each activity that are derived from the actual hours multiplied by the employee s rate Activity gt Employee TaskID gt Organization E gt Actuals 4 jc gt Workplan Level T ppp TaskLevel gt Notes T gt Rates Calculating Activity Costs Lookup Fields Lookup fields are used for information that changes over time For example an employee s organization may change if he transfers from one department to another If the employee s organization AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 88 code is a text or reference field and the organization is simply changed the history of the previous organization s actuals will be lost However if a lookup table is created to specify an employee s organization based on an as of date actuals that were posted under the old organization will still belong to the previous organization and the actuals after the as of date will be assigned to the new organization Lookup tables can be used for rates that change over time organization codes or any other information that varies with time Creating a Lookup Dataset In the sample pro
120. iod Entering Actual Time To enter time against the Design activity first add the activity into your timecard This can be done by either clicking on the empty cell beneath the Task heading and picking the task from the popup list or by clicking on the task name from your task list In either case the selected task will be added to the timecard so that time can be posted against it Enter 8 00 hours against the design task on Monday July 3rd by clicking in that cell and typing 8 followed by a Tab key Notice that the number 8 00 is added to the cell Totals are automatically calculated at both the bottom of the timecard and in specific columns to the right Also notice that the assignment bar in the task list has changed to represent the Baseline Planned dates the white bar the Actual Start and calculated Complete date the colored bar and the Percentage of the overall Plan which has been Progressed the black bar within the colored bar AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 AMS REALTIME Resources Syste Admuneatraotor ss 2 A nc road Next enter 75 in Tuesday s cell indicating that you worked on this task for 75 of your working day Notice when you hit the Tab key the 75 is replaced by the number 6 00 6 00 75 of a standard 8 00 hour day Also notice that totals remaining hours and completion dates were recalculated The task bar was also adjusted in the task
121. is assumed that you will be the System Administrator of this database therefore your name and login ID will be entered as the first employee record Use your full name with upper and lower case Middle name is optional You are initially limited to 30 characters AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 AMS REALTIME Resources What is your name Firstname Lastname An empty database has now been created complete with a user ID entry for the system administrator The system will now perform a normal login sequence the same as it will each time AMS REALTIME Resources is run again in the future You will be presented with the Connection Info dialog which has two fields at the bottom for entering your user name and password Use the Login ID you built for the system administrator above as it is the only valid user in the database so far AMS REALTIME Resources will log you into the database and present you with a timecard screen for the current week for the logged on user This completes the building of a new database and an initial login process Now let s look at the various parts of the system using this empty database Once you understand how to use the various parts of the system you will be able to modify the datasets and add information to them The Default Database Since you have created an empty database it is important to understand how the AMS REALTIME Resources databa
122. k at the Cycle for this range we will see Day 1 of 10 Day 2 of 10 Day 3 of 10 and so on in the Shift For popup where we had previously seen the days of the week Specify the length of the cycle in the Cycle Length box The default is 7 which means that you can the shift times using the calendar week specifically for this Range Creating a New Calendar As well as making changes to existing Calendars you can create new calendars Click on the Calendar tab to enter Calendar mode where the display will show the current calendar Click the New Calendar icon at the left hand side of the screen The Info tab change to display the Calendar Name as New Calendar Edit this field to enter the name you want to use From now on the Select Calendar icon will include this new calendar as part of the selection list Any changes you make on any other tab apply to the new calendar so do take care that you have selected the correct calendar before making any changes To leave the Calendar mode click on OK and change to another tab If you are running in client server mode the calendar changes will save with the next automatic database save but to ensure that the change is immediately stored you can also force a File Save from the AMS REALTIME Resources Server program General Summary 72 Schedule and resource data can be introduced into the database in several different ways by manual data entry by importing text files which contain the
123. l be implemented in the future The Access and Filter data types will be used to automatically produce a popup of the existing Access levels and Filter names respectively The Progress data type will be used to enforce percentage boundaries of 0 through 100 AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 Attributes The Attribute keywords for the Activity dataset are TaskID This field contains the unique activity identifier TaskPick The contents of this field will be used for the task popup in Plan mode and Time entry mode TaskStart This field must contain a valid task start date and is used to determine the overall work span of the task TaskComp This field must contain a valid task complete date and is used to determine the overall work span of the task TaskLevel This field must contain a percentage level of effort and is used to determine the overall work span of the task TaskType This is used to specify project and non project tasks non project tasks have a type that begins with the letter N TaskColor The color and pattern numbers in this field are used to determine the color and pattern of the activity bar on task lists TaskFile This field can hold a filename which receives the actual hours used on the task when a Dump is executed TaskResFilter This skill filter specifies the skill required by the task so that in Plan mode only those resources with a matching skill are display
124. l key and click on the current type A cursor will appear allowing you to edit the AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 format specifier You can add substring specifiers to virtual fields by adding the start column and stop column after the field name The columns must be enclosed in square brackets and separated by a colon e g name 3 6 You can also edit in text constants by enclosing the text string in quotes and using the plus sign to append the string with the field components e g last first Group Operations If the Group Operation type is selected a function popup will appear Select the Min Max Sum or Count function from the popup Then select a numeric dataset from the popup list The last popup will contain the fields from the selected dataset Drilldown Child and Parent Types The Drilldown Child and Parent types are used for defining WBS tables where approved projects phases and other breakdown levels can be stored Users can then use a pre defined drilldown mechanism to select unplanned tasks by choosing each WBS level in series down to the work package This process is covered in detail in the section on Work Breakdown Structures Calendar The Calendar data type should be used for a calendar name that contains a Julian working calendar name Future Data Types Access Progress and Filter types are not yet incorporated in Version 1 3 but wil
125. latform Refer to Appendix A for a full listing of configuration switches for client and server applications The configuration file provides the program with information that is user definable such as where the server database is located and what protocols are in use on the client networks Switches are case insensitive Note Specifications regarding the database server location and network protocol are stored in the preferences file and do not need to be specified in the configuration file as well The language parameter holds the name of the resource file which provides the program with menu list dialog messages and other resources The string files can be translated and the program recompiled so that AMS REALTIME Resources can be converted into other languages as required Different resource files would be included with different language versions The smallfont largefont and defaultfont parameters allow specification of the fonts and font sizes which are used by the AMS REALTIME Resources program The fullscreen parameter controls the default AMS REALTIME Resources window size The planavail parameter will produce the plan availability profile in Plan mode if the switch is set to Y otherwise only the employee schedule is displayed If your database is extremely large you may wish to turn this off to bypass the calculation of employee availability 147 AMS REALTIME Resources User Guide O Advanced Management Solutions Inc
126. le resources below The old resource assignment will be marked as Deleted and the new resource assignment will be added Activity Popup List Filtering The Activity Popup list is can be controlled by Filters defined in the activity filter table This feature is used to cut down on the potential number of activities that could appear in the list This list is also controlled by a setting in the configuration file called GETPLANLISTOPTION Depending on how this is set different types of activities will appear in the list The types of activities are described in the following definition This definiation can also be found in the Configuration Settings chapter and in the Config PDF file supplied on the AMS REALTIME CD The following number options apply to this setting The setting affects the items that will be viewed in the Task Popup list in Plan view 0 List will display only My Activities That is to say a manager will see the activities he and his team are planned on based on the Organization codes 1 Uses the Activity filter 2 This option means 0 amp are the factors for the list content i e activities must be in both lists NOTE This options should only be set if all the Planning data is created from Projects or another outside source 3 This option means 0 or 1 are the factors for the list content i e activities must be in either list AMS REALTIME Resources User Guide Advanced Management Solutions In
127. lendar Selecting DateS oooooonnoccnnoninocncnonccioncnanncnnno Changing Working Days iii cuiss ties a cata A Work Cy Clos ii da Defining Overdays Specifying the Range of Dates Covered by a Cycle ceieeeceescccesecseneeesseeescecseecsacecsaeessaecsseessaeessaeessaessaeseeeseaeessaes Creating a New Calendar id GENERAL SUMMARY croire raTa EAEE EEEE DETE EE EE E EE EEEE E EE AEE ETE ASEE ES AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 THE BASIC AMS REALTIME RESOURCES DATASETS ccooccccoccnccnoonnnononnncnononannnncnnnncnnnnnnncnnnnnnc crono nnnncnnnnnnncnnnncnnnnes 75 CREATING DATASET FIELD DEFINITIONS 33 sass vsssisccssesasecnsdsssaseusdeeacenbbyetsesasueceenaasenseasaaedeesssaiasesssgeasesscasaseteoswnaauaes 75 Data Type s Gnd Format Controls aiii Aaa ad SRETEN at 76 Defining the Activity Datas e erne alan 77 Data Pesa A S S E ETT 78 Ja AE nao T EEE TSE E E EE EEEE ebaigdesadeecessaecns 81 A Sample Activity Dataset Definition 0 00 eee eee eeeceeseeceneeeeseceseeessecesaeeeseeecsaeessaecsseessseesssecseessaeecsseessaeessaeenaeesses 82 Defining the Employee Dataset ro ds aaa 82 Defining the Organization Dataset ccccccceescccsssecnecessccesneecssceceseecessecesseessacessscecesaeeesaeecsseecsaecnaaesesaeessaaees 83 Renaming Creating and Deleting Datasets ooonnnncninncnonnninnaninnnnnnnnnnonnn conan no nnn conan cnn a nonn arco nn cnn nn rana ncnnancnnnnnos 83 Timecard Notes a
128. lendar modification to be saved to a server database Any modifications to the working calendar can impact activities employees and planned work To edit a calendar click on the Calendar tab Especially if you are working on a small display monitor the calendar definition areas can be enlarged to show more information To do this click and drag the line separator between the definition area and calendar area to the bottom of the screen As you can see Calendar Mode shows a familiar looking desk calendar covering a six week period with non working days highlighted by displaying their dates in red In the default Calendar all Saturdays and Sundays are non working days and the other days are working days Dates which have already been worked that is those dates which are before the Now date are shown crossed through AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 To the right of the screen are a series of tabs which can be used to define specific information about each calendar Above the calendar and the tabs are some calendar specific icon tools which are covered in detail below When you first enter Calendar mode the Info tab is displayed which shows the basic information for the current calendar In the example above the Calendar Name shows that we are working on the Default Calendar The Select Calendar icon the rightmost button at the top of the screen also shows the name of the curr
129. licking on the Filters button will provide a popup list of all the Filter Set names which have been defined in the Filters table The Filters table is comprised of a series filters for selected datasets Each filter in the Filter Set will be applied to the report output Report Period The Report Period specifies the boundaries of data collection from the database The first date is the beginning report boundary and the second is the ending report boundary To change the report period first click on the button in front of the date Then use the Calendar to select a new date by clicking on the new report boundary Change the other Report Period date in the same manner Use the Up and Down arrows to the left of the current calendar month label to move the calendar Backward and Forward a month respectively Use the Left and Right arrows to the right of the current calendar month label to move Backward and Forward a year respectively Click on the current calendar month label to get a popup list of months Selecting a month from the popup will move directly to that month but retain the current year Summarized by Click on the Summarized by button to select the bin size for collecting time from the database The Bin options are Day Week Month Quarter Half Year and Year Headings Clicking on the Headings button provides access to the Headings table The Headings table allows you to define specific report heading formats Once a
130. list to reflect the current status The bar now indicates twice as much progress and the completion date is now earlier This is because the two entries made so far 6 00 for Monday and 6 00 for Tuesday represent an actual level of effort of 75 against a planned level of effort of 50 The remaining work is therefore less than originally planned and can be completed earlier even if the remaining work is accomplished on a 50 level of effort basis Skip over Wednesday and put 2 30 into Thursday s cell When you hit the Tab key you will notice that once again the 2 30 two hours and thirty minutes has changed to 2 5 and totals have also changed Furthermore the assignment bar has also been updated showing that the completion date has now slipped This is because by Thursday there should have been 4 hours expended each day 4 x 4 16 yet only 14 5 hours have been posted AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 AMS REALTIME Hezomacn Syxtem Achrenictrater Fie Edt Yew Lct merad Heb alelglsi lael aalala eaa EEM Mp A OO win Dean y eae lt b Caria a 89 048 elt js omma njan win wie mju jr i HEAD ro El id bel f tN Preto ires aace tor perl mio Timecard after Thursday s Entry To see another way of entering time click in the column labeled as Week and enter 20 hours This indicates that 20 hours were expended against that task for the enti
131. lized when directly accessing Resources data from an external source AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 AMS REALTIME Resources e 179
132. ll force use of the alternate Windows FillRect function for printers that don t fill in the background pattern in rectangles WINALTWIDELINE N Client Server Setting this to Y will change the way some Windows printer drivers print wide lines so they print lengthwise rather than sideways which is less efficient WINMAXHMINUS 0 Client Server Number of screen pixels to subtract from the fully maximized screen height This makes the AMS REALTIME Resources window slightly shorter when maximized PRINTCOMMAND UNIX Client After a printer file is generated with the print command provide an option to execute the specified command The command must be enclosed in quotes The s is used for the print file name For example a command to queue a print job on the RS6000 is PRINTCOMMAND qprt c PQNAME s gt qprt Ist amp PRINTFILE default ps UNIX Client Default output file name Communication Switches The following switches are used to fine tune the network communications NBSENDBUFS 4 Client Server Number of NetBIOS send buffers Maximum is 52 167 AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 NBRECVBUFS 48 Client Server Number of NetBIOS receive buffers Maximum is 52 NBRECVPOST 2 Client Server Number of NetBIOS read ahead buffers IPXESRENABLES Y Client Server Enable IPX to allow interrupts while posting a message to a window handle IPXSENDBUFS 32 Client Serv
133. loyee logs in they will be able to view their own Employee information but not that of anyone else Any of the employee fields can be used in combination with the User subset To add this filter to the Access table enter the following access code to the Employee column R User Only This will allow each individual user to view only their own Employee information but not examine any of the filter criteria or data definitions 155 AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 Network Environment Network Options 156 The AMS REALTIME Resources program runs under Windows X Windows Motif and Macintosh environments Three network protocols are recognized IPX NetBIOS and TCPIP NetBIOS is the default protocol and requires no external DLL files UDP TCPIP requires the Windows Socket Library winsock dll and IPX requires Novell s client API nwipxspx dll to be present UNIX versions of AMS REALTIME Resources only recognize UDP AMS REALTIME Resources uses standard network communication protocols The network must be up and running and the AMS REALTIME Resources Server program should also be executing before clients attempt to execute and send transactions to the server The server displays a status table for each protocol it is using Clients on multiple networks even those that run under different protocols can simultaneously access the server application and database AM
134. ls The following table describes the data types and formats which are available FormatCtrl Sample A35 _ underscore A25 _ A12 U ddMON ddMON ddDAY dd MON dd MON D ddMON D ddMON D ddDAY D dd MON D dd MON D DAY mm dd mm dd D mm dd D mm dd D yymmdd D mmdd T hh mm yymmdd yyyymmdd hh mm T hh t T hh th T hh T ppp R Project Name R25 Customer ID V Last First V40 Project Name ID V30 Last 1 5 ID E gt gt gi lt li gt Cc a 3 2 lt S a Description Up to 20 numeric characters Up to 35 chars of text Up to 25 chars of text with all spaces removed Up to 12 chars of upper case text Default of up to 20 chars of upper case text with spaces Day MonthName3 Day MonthName3 Year Day DayofWeek Day MonthName Year2 Day MonthName Year4 DayofWeek Month Da Month Day Year2 Year2 Month Da Year4 Month Da Hours Minutes Hours Tenths Hours TenthsHundreds Hours Percentage of Da Provide a popup of the field contents of the Name field from the Project dataset Provide a popup of the field contents 25 characters long of the ID field of Customer dataset Populate this field up to 20 chars with Last a comma and First Populate this field up to 40 chars with the Project Name field plus ID Populate this field up to 30 chars with the first 5 chars of Last plus ID AMS REALTIME Resources User Guide Advan
135. lutions Inc Issue 1 1 142 Operations Click on the box to the left of Get Plan ScheduleKey from AMS REALTIME Resources in the Operation section of the dialog The contents of the ScheduleKey in the AMS REALTIME Projects Schedule Extension Labels must match with the contents of the AMS REALTIME Resources Filename field or the field that has the TaskFile attribute The contents of this field in the AMS REALTIME Resources dataset determine the AMS REALTIME Projects schedule to which the activity belongs Clicking on the arrow to the right of this box will provide a picklist of all the different Filename contents in the Activity dataset Selecting a ScheduleKey match from the list is the method used to select the data you will load into the schedule Options for Data Exchange The Options section of the dialog controls several aspects of Plan and Actuals communications between the two systems Multiple options can be concurrently selected Post Progress will bring calculated Progress from the AMS REALTIME Resources dataset into the schedule A Progress field can be defined as the percentage of the actual hours completed compared to the estimated hours to complete A calculated Progress field and other related field definitions are provided in the Sample dataset sample dst that is distributed with AMS REALTIME Resources If Adjust Requirement Level is selected AMS REALTIME Resources will modify existing Level type requirements in t
136. m the Timecard menu This indicates to the timecard owner that those timecard entries have been approved Access to both the Approve and Reject option is specified by the Access level which is given to each user If the Approved configuration switch is set to Y only the approved time records are exported as actuals If this switch is set to N the approval process is ignored and all time records will be exported as actuals Reject When a manager reviews the timecards for each of his employees he must make a determination as to whether the reported time is acceptable Groups of cells which are selected will receive a red background when Reject is chosen from the Timecard menu This indicates to the timecard owner that the rejected timecard entries are not acceptable and must be changed and resubmitted Access to both the Approve and Reject option is specified by the Access level which is given to each user If the Approved configuration switch is set to Y rejected records will not be exported as actuals If this switch is set to N the approval process is ignored and all time records will be exported as actuals To edit a rejected record the rejected status must first be cleared by selecting the rejected cell and changing the approval status A manager can simply toggle the Reject status by selecting the cell and clicking on Reject A user without access rights to Approve and Reject can select a rejected cell reset it to Submitted stat
137. n the Activity ID box The field string actid is the default but it can be edited to another fieldname such as WBSID The preceding percent sign is used by AMS REALTIME Projects to identify the string as a field name rather than a string The Resource is identified by an exact match of the ResID in AMS REALTIME Projects and the ResID in AMS REALTIME Resources or the Employee field which has the ResID attribute The ScheduleKey from the AMS REALTIME Projects Schedule Extensions will be automatically copied into the Filename field in the Activity dataset the field with the TaskFile attribute This identifies the project schedule to which the task belongs since the AMS REALTIME Resources database holds a composite of all activities across all projects Options The Resource section of the dialog allows the user to determine what should be done with Resources which are in the schedule but not in the AMS REALTIME Resources database Only one of these options may be selected If Prompt is chosen the user will be prompted at each new resource to either Add or Skip over the resource If Add All is selected every new resource that is AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 encountered will be added to the AMS REALTIME Resources dataset If Skip All is selected all resources not located in the AMS REALTIME Resources dataset will be bypassed Transfer Options Ea Activity ID ActID Option
138. nagement Solutions Inc Issue 1 1 Information Systems Programming JAMS REALTIME Resources System Adminiztrater Mm ES Fie Ed Vem Optore Tereced Heb bolala slal ajala yA ed ad ere Drs Trot Y Uode E boire I Faoi azera Il Gober dor Dn a SrSADeM 10000 al LOVOY CSSS n B LL Vel G33 gt Enpioves Systen Aammetetor SYSODM SYSADM 2 the on Enia SMTH ex coves listas Sherman Bick BLACHS iol em CIA AO AAA DEA Weeden 1 TERE gt Sado Tueved Thu Fn Est ji a ja js a wy A Nowenber i Dwende DPTO 2 436715901112 1310 145 617 1019202122 e a Ef y EN Aji Watch this oaoa tor kopru Info Entering Organization Data Modifying the Data Definitions The Org Code defaults to an alphanumeric field of 15 characters Since this is really the same information that is contained in the Organization dataset we are going to redefine this as a Reference field to the Code in the Organization dataset Note This employee organizational scheme may not be detailed enough to meet your company requirements but it demonstrates the potential for linking dataset information First select the Define function and the Employee dataset Click in the Type column next to Org Code From the popup list of field types select reference Choose the Organization dataset from the popup and the select the Code field from the list of Organization fields Now choose the Update function for the Employee dataset
139. nd Annotations cccccccccscceeessceeeeenseeteseneeeceeaceeeeseseecessaeeesusaaeecesaeeceseaaeeeseeaeeceseaaeeseneaneeers 84 Decimal Calculations and Reference Fields ooonnonnnocinuccnnncnnnananonnnnnnnonnnnonnnno nora n rana conan no nnn coran nn rana ncnn anar nnos 84 Adding Rate References to the Employee Table ooononnncnnnncnionacoonnnoonconancnoncnnnncnnnn nono ncn nora n non n nr nnnnonnn cnn cra nccnn nc canncnnns 85 Adding Rate References to the Workplan Table oooonnnncnnnncnioncnnonononncnonncnnnncnnnccnnnconnnconnnrnnn conc nono n conan cnn ccoo nnrnnnccnnncnnns 85 Calculating Total Costs in the Activity Table o ooonnoncnncciononionononncononcnnnncnnnnnnnnncnnn cono cnn nono acc nn nn ran cnc nn cnn acc nnn cc nen ncnnncnnns 87 LOOKUP El A a o e e DO e a 87 Creating a Lookup Dataset Entering Lookup Reference Data Defining Fields that Use a Lookup Field DATA ENTRY CABLES tts ies saxectes sccus sup ens deve casio Sdvvedeveccussevideveduvaceusveysteveduvecevs coy suewsduve ETE EESTE cdas 91 Changing the Table Layos iene a a RL ASA 9 Deleting Records ci a eae as es a teed 92 SUMADA lia 92 Hierarchical Organization Data Coding oonooconcocononcnnnnanononnnnnnnnnnnnnnnnanonnn no nnn cenar nn rana nono n nora ner nn cnn a ncnnnncnnnnos 92 SELECTING A TASK FOR PLANNING 00ccccccceeeeeeeees ASSIGNING EMPLOYEES TO THE TASK PLANNING THE WORKLOAD cccccssssssseccecccccessseccccceccauusseccccce
140. nd the AMS REALTIME Resources database Since the AMS REALTIME Resources program allows employees to easily enter the hours worked against each task on a day by day basis these actuals can be passed back to a project schedule as the actual hours spent on each task by each resource A Progress value for each activity can also be calculated from the actual hours worked and the expected hours to complete AMS REALTIME Projects can use this information to calculate performance measurements and other cost variables This information can also be exported to other accounting or scheduling systems The AMS REALTIME Resources method of time collection produces extremely accurate schedule feedback There are several different options for exchanging data between AMS REALTIME Projects and the AMS REALTIME Resources database These options are selected in the AMS REALTIME Resources options dialog which is accessed from the File Execute AMS REALTIME Resources selection in AMS REALTIME Projects 137 AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 AMS Realtime Resources Link Po 3 a da da AMS REALTIME Resources Interface e Pesouces 1 Amysample al Greate Browse 89 4 3 58 8007 es Me fen AMS Realtine Resources SMITHJ AMS REALTIME Resources Connect Dialog 138 AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 AMS Realtime Resources Link
141. ndicates the level of proficiency Walter Jones might have a Skill code of EE 4 CP 1 This might mean that he has advanced experience as an Electrical Engineer and but only beginning skill as a C Programmer Resource Filters should be created for each of the basic skills levels required Combination filters of mixed skill requirements can also be created The name of the filter should be consistent with the skill set for easier usage AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 Skil EE Level 4 EE and CP EE AND CP EE or SE SE A Sample Resource Filter Table After Resource Filters have been created the activity skill requirements field can be given the appropriate Filter name for the skill set When planning the workload for an activity only those employees that match the skill criteria will be available from the resource list Swapping Plan Assignments Planned work assignments can be directly interchanged This method can be used to swap generic resource assignments to specific employees or to simply reassign work where an employee is overloaded To swap a planned resource assignment select the current plan record by clicking on the row number Then click on the desired resource from the list of available resources below The old resource assignment will be marked as Deleted and the new resource assignment will be added AMS REALTIME Resources User Guide Advanced
142. ned dataset will be replace by a new dataset you should exit and restart AMS REALTIME Resources before the new dataset is created to ensure that the old dataset is fully cleared Note Ifa field name or dataset is redefined or renamed it is important to ensure that all other virtual fields and reference fields that will be affected by the change are also updated Filter Selecting Filter will produce a table of matching and sort criteria for the selected dataset A Filter Name which is entered in the leftmost column is used to select a filter from the popup when it is applied to the dataset Filters allow you to create simple sorts and matching criteria or create combinations of filters that sort data on multiple fields and apply complex and or logic to the data Since each filter has a name each filter can be reapplied instantly by selecting the filter name from a popup Match criteria uses the basic compare symbols including greater than less than equal both case sensitive and insensitive and not equal Wildcard symbols may be used Matching specifications on the same line represent and logic and matching specifications on subsequent lines represent or logic Access The Access table defines each access level which determines which AMS REALTIME Resources functions are accessible to each user It is recommended that only the System Administrator have update AMS REALTIME Resources User Guide O Advanced Management Solution
143. nning To access the Plan mode and create task assignments for your employees select the Plan function Work planning is performed by task The upper left corner of the screen contains a box labeled Work Planned on If the box contains Not Set a task has not been selected To get a menu of tasks click in the box with the mouse The popup list of tasks will be generated from the current Activity dataset To limit the list of tasks select a filter from the Activity Filter box For example selecting a filter that selects only those tasks with a particular organization and project phase will list only those tasks in the popup This makes it easier to group tasks for resource planning Time Plan Report Update 1 Define Filter Access Calendars Work Planned on Desig Previous Next Activity Filter All Activities ploye s Start Last ETC Totals 480 520 40 40 Selecting a Task for Planning Assigning Employees to the Task The current task will be displayed in the button on the information line Any employees already assigned to that task will then appear in the table below If no employees are assigned or to assign additional employees click in the first empty line under the Employee heading AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 Plan Report Update Define Filter Access Calendars Work Planned on Design Previous Ne
144. not recommended If Force Future Actuals to Now is set future actuals will be forced into the current costbin regardless of their actual date Again if Earned Value methods are being used to track schedule and cost variances in the schedule this is not recommended If Load all Actuals is selected all the actuals are loaded and statused as Posted This will allow future actuals to be loaded but they will calculate into their correct bins This method may temporarily produce misleading cost variances until the earned value amounts catch up with the actual costs AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 Loading Actuals After the appropriate options have been selected click on OK to load the current AMS REALTIME Resources actuals into the project schedule If desired the current plan and actuals can be loaded concurrently by selecting both Operations This process should be initiated from each schedule at the end of each costbin period The actual hours will then feed the cost calculations for earned value analysis Get Activity Updates from AMS REALTIME Resources Any basic activity information including any extension fieldnames that match can be brought back into AMS REALTIME Projects from the AMS REALTIME Resources database This method can be used when the Activity information should be updated but not the associated Plan Select Get Activity Updates from AMS REALTIME Resources f
145. nt and drag to the left edge of the timeline Then click on the complete point and drag to the right edge of the timeline The calendar timeline labeling will automatically change as space permits The Vertical Bar Cursor with Outward Pointing Arrows Pushes Time off the Calendar Timeline to See More Detail Panning the Calendar Timeline Window The calendar timeline shown across the top of the Gantt chart area can be rescaled to show a section of the employee s task list in more detail or less detail 1998 June July August September The Hand Cursor Shifts the Calendar Timeline Calendar Control AMS REALTIME Resources version 1 3 now supports multiple calendars to determine working and non working days Up to 16 different working calendars can be defined Calendars control many aspects of planning time and date calculations and changes to a calendar can have a wide spread impact Therefore calendars are not directly passed between AMS REALTIME Resources and AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 68 Projects but must be dumped and loaded by a System Administrator or someone who has Full Calendar Access rights for synchronization The current calendar date today is slightly pushed down in the display AMS REALTIME Resources gets the current date from the computer s system date A small box will always appear around today s date and a diagonal line crosses o
146. o 1024 X 768 then the default is automatically set to N and smaller toolbar buttons will be displayed A screen size of greater than 1024 X 768 will automatically set this switch to Y giving larger toolbar buttons To over ride the default setting add this switch to the RTRnn INI or RTR CFG file for Mac and Unix and enter Y or N depending on what you require INTLMONEYSIGN Client Server This is the character used as the monetary symbol for international applications INTLMONEYRIGHT N Client Server This determines the placement of the monetary symbol for international applications INTLDECIMAL Client Server This is the character used as the decimal point for international applications INTLTHOUSAND Client Server AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 This is the character used as the thousands separator for international applications INTLDATESEP Client Server This is the character used as the date separator character for international applications For example the slash is used in the date format 08 08 96 INTLLISTSEP Client Server This is the character used as the list item delimiter for international applications 165 AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 INTLNEGPAREN N Client Server This determines if parenthesis are used to display negative numbers INTLALTDATE N Client Server T
147. o the table This can be used to add more employee assignments to the activity one at a time By default this work assignment for the selected activity spans the entire task at the default level of effort which is based on the Start Complete and Level fields in the activity record The actual work assignment dates as well as the level of effort or total number of hours planned can be changed for each employee Plan work assignments for the Design Code and Test activities in accordance with the table below You can easily move to the next activity by clicking on the Next button Sherman Black Sherman Black Mary Taylor AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 Notice that as you make the assignments the availability bar at the bottom updates the availability shading for each employee The color coding represents various degrees of the availability where blue is fully available white is fully utilized and red is over committed Varying shades of blue and red indicate partial availability and conflict Swapping Plan Assignments Planned work assignments can be directly interchanged This method can be used to swap generic resource assignments to specific employees or to simply reassign work where an employee is overloaded To swap a planned resource assignment select the current plan record by clicking on the row number Then click on the desired resource from the list of availab
148. od of communication and resolution of these differences within the project management structure must occur to achieve a workable plan If Expected is selected the planned start and complete dates from AMS REALTIME Resources are sent to the project schedule in the form of expected start and complete dates These dates will show up as slipped with the diamond indicator Check the Page Layout dialog in AMS REALTIME Projects to determine if the diamond marker is set to indicate the original Target dates or the expected Actual dates The expected dates and the revised durations will be used in any network calculations If network constraints are used in the schedule it may be beneficial to turn the Network off before loading the revised plan This will allow easier identification of task slippage from AMS REALTIME Resources plan changes before the network is allowed to recalculate and compound the issue Before the operation a baseline revision called PreRTRUpdates is automatically created with the previous dates from the project schedule This allows tasks that have been rescheduled by a resource manager to be easily identified by a project manager If the RTRUpdate option is selected the plan from AMS REALTIME Resources will be loaded directly into a baseline revision called RTRUpdates This allows tasks that have been rescheduled in AMS REALTIME Resources to be selectively updated in AMS REALTIME Projects Select RTRUpdates from
149. of the screen you have the fields may or may not all be visible on the screen If they are not click on the Auto Resize option under the View menu Auto Resize will recalculate the column width based on the longest entry in each field and the length of the field name whichever is longest The following fields columns will be displayed identify each activity performed for activity Start for activity Complete activity e g 50 100 etc Activity type P Project NP AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 po NonProjer Color A8 Activity Color and Pattern for graphic representation Filename A40 Filename associated with this activity for import export These fields represent the basic minimum number of fields that AMS REALTIME Resources requires for activities in order to fully perform its functions You can add any number of fields to this dataset or modify the default definitions For this introduction we will simply review the default fields of the standard datasets The Employee Dataset With Define still selected click on the Employee button to the right of the activity table and the employee dataset will be displayed The default employee dataset contains the following fields AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 20 resource employee Org Code Al5 Organization code for employee Refers to Organiz
150. og for entering the name of the new preference file You might use your name or your initials The name must not be longer than eight characters and must conform to the file naming conventions of your operating system An extension of prf will automatically be appended to the end of the filename you specify Hit the Enter key when you are through typing or use the mouse and click on the OK button The Connection Info dialog accepts information about how you will connect to the AMS REALTIME Resources dataset Local access indicates that you will be working with a database directly on your local hard disk Remote access indicates that you will be accessing a database over the network Click on Local When first designing a new database it is recommended that you work with AMS REALTIME Resources locally When the design is complete the database and preference file can be moved onto the server Connection Info x Select a Preference File sample prf Create Browse Select Dataset File or Server Address Sample dst Connection Browse Local al Create ha Datasource sample User Name JaDMIN Password AMS REALTIME Resources Connection Info Dialog Once you have created a new preference file you will need to either point the preference file at an existing dataset or use the second Create button to define a new database For this example select create and define a new database AM
151. olutions Inc Issue 1 1 The Workplan and Actuals Datasets The Workplan dataset holds information about working assignments the planned amount of time an employee should need to complete a task A plan record exists for each employee assignment to an activity The Actuals dataset contains the actual hours that an employee has posted as worked on each task This dataset contains many internal fields such as a flag that determines if the record has been Submitted Approved Rejected or Posted If the system is configured so that the time approval process is not being used records normally marked as Posted will be marked as Recorded after they have been submitted Both of these datasets collect and maintain time phased data and are referred to as Numeric type datasets If a managers has an Access Level which provides Write access to one or both of these datasets it is possible to create or edit work assignments or actual hours directly However these datasets are not generally accessed directly through Updating these tables but indirectly through the Timecard and Workplan screens These screen modes are covered later in this manual Entering Data Adding Activities The first step we will take in creating a new AMS REALTIME Resources database will be to create some activities We will assign these tasks to employees and then let employees post actual hours worked Return to the Activity table by clicking on the Activity button
152. on and choosing a new organization Whenever you move to a new time record change employees or move into another mode AMS REALTIME Resources will ask if you wish to Save the Plan changes Choose Save to keep the changes and Discard to ignore them Important Note Access to other organizations and employee timecards is determined by the current user s organizational hierarchy A proxy may be specified to login and post time for a another user in the same hierarchical level without entering a password See the ResProxy attribute in the section in Defining Datasets for more information Adding an Unplanned Activity ES New Activity Icon Let s assume that John Smith worked another task that was unplanned during the same week To add that task to the timecard click on the New Activity button and a dialog will appear for adding the new activity Add the new activity as specified below and then click on the OK button at the bottom of the dialog The activity will be added to the activity dataset and it will also become an assignment for the current employee John Smith AB132 Specification Rework 03 JUL 98 07 JUL 98 AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 Notice that the new activity is automatically added to the timecard as well as the assignments list in the chart below Report 10 hours worked on this task to the week column Return to the Information Systems
153. on to which each employee belongs ResPick The contents of this field will populate the resource popup a list of employees ResLogin This field contains the Login ID for each employee ResLabel This field is used to label each employee s task list the schedule bars ResProxy This field is used to identify an alternate employee login that can access a AMS REALTIME Resources account without knowing the password This identifies the Login password field This identifies the Access Level field ResType This field is used to identify specific vs generic resources ResDrilldown This identifies a field which holds the name of a Resource drilldown filter ResCal This identifies a field that contains the name of the Resource Calendar To add new fields to the Employee dataset click in the first empty line under the Name column Type the new field name Click on the same line under the Type column A popup will appear containing all the data types Click on the appropriate data type If the Alpha type is selected a prompt will appear so that the maximum field length can be entered If Reference Virtual AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 Calculate Pick or other types are selected follow the same procedures described in the section above on Defining the Activity Dataset Defining the Organization Dataset The basic organization fields which are required by AMS REALTIME Resource
154. ort key and Phase has a 2 sort key and Description has a 3 sort key When the Timecard access code is set to RRR DrillDown users will be able to select a task by first selecting a Project then a Phase and then a Description from the current activity dataset Once the filter is created and specified in the user s Timecard access code the Find Existing option will be appended to the end of the user s task list The Find Existing option will not function unless the Timecard access code has an appended filter Selecting Find Existing allows a user to select a new task by choosing categories from successive popups down to the detail task level whether they were planned to work on that task or not For example a user could choose a task by first selecting the Project then the Phase and then the Task from popup lists that contain all the current choices in the dataset Even if he was not planned to work on that task he could then post his time Of course unplanned work time can still be subjected to the Approval process Click on the Filter tab and then the dataset A list of current filters will be displayed Enter a name at the New line under the Filter Name column to create a new filter The filter name will be used later for popup selection Enter the filter criteria underneath the appropriate fieldname s For example to list only those Task IDs which begin with the letter C type C under the Task ID column Filters
155. oups Select the Edit Groups table button and the Group table will be displayed AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 AMS REALTIME Resources System Adminstrator Tire f Pin 9 Report Y Update a a la Mame Getaxet Fond He Subtotal Break Fort elsjr r 2 ait aici i The Group Table for Reports The table has the a number of fields defined These fields have the following meaning Name to be associated with the Group This name is displayed in the Group button when selected and it displayed in a pop up list of possible groups when the Group button is clicked on for selecting a new grouping grouped on used for sorting and grouping of the report data AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 38 Meaning continued Display The name of the field to be displayed as a label for this grouping of data of other than the Field as defined above For example you may want to group by Employee ID but display the Employee name rather than ID Heading A heading from the heading table that can be displayed in the report if this field is a break field Subtotal Determines if you want subtotals for this group This can be either Before or After the break for the new group or it can be None meaning no group subtotals are to be calculated Break Specifies a control break on this grouping This can be A
156. ours worked The first step is to define a new dataset This can be used to hold rates for different types of work or different skill levels For this example we are going to create a new table called Rate We will store a number of different rates which vary based on employee type For example Engineers might be charged at a rate of say 20 50 per hour while Technicians are charged at 17 50 per hour AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 In the following example we are going to explore how to set up a very simple activity cost summary based on hours worked by whom and at what rate The total cost of the work can be shown against individual tasks in the Activity table gt activty Rcode T ratel gt Employee gt Organization gt Actuals gt Workplan gt Notes 4 Rates A Sample Flat Rate Table Adding Rate References to the Employee Table Since these rates are based on an employee work category and level we will now add fields to the Employee dataset that reference which rate will be used for each employee By creating a reference field that provides a popup of all of the Employee Codes in our Rate table we can select an category for each employee We can also define a virtual reference field that populates with the corresponding rate based on the employee code selected This rate field can be used not only for calculations in the employee table but can also be used in
157. ows click or Shift click on the row line number and selecting Delete from the Edit menu Saving the Data When you have finished entering or editing information in the selected dataset and you are using a local database select Save from the File menu If you are using a server database the server will automatically save the record Hierarchical Organization Data Coding If the OrgCode field in the Employee dataset has a hierarchical structure the positional values of the field will be used to establish organizational ownership of employees The contents of this field are viewed in a hierarchical way to determine which employee data a user can view and which employees are available for Login or Plan access The coding works like a fixed length OBS Organizational Breakdown Structure code which has no separating decimals and is padded to the right with zeros when a higher organizational level applies The zeros are treated as wildcard digits so that an employee that had zeros in the last two digits of his OrgCode number could access other employee records provided that the remaining OrgCode digits matched For example an employee with an OrgCode of 373000 could plan work for employees with the OrgCode of 373450 373457 and 373680 but not have access to employee with OrgCodes of 380000 or 374123 AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 Planning Work Selecting a Task for Pla
158. p Entering Activity Data Dates can be entered in any valid date format but they will be converted to the DD MON YY format Try entering 8 15 98 instead of 15 AUG 98 for the start of AB123 This information can also be added through the Dump and Load or Copy and Paste mechanisms if the data already exists in a text file source If you are using AMS REALTIME Projects to do your planning there is an automatic interface to load this information into AMS REALTIME Resources from AMS REALTIME Projects under the File Execute menu Adding Employees Before an employee can login and report their time in AMS REALTIME Resources he must have an entry in the Employee table This record contains a unique employee identifier name and login When an employee logs in to AMS REALTIME Resources this record provides information about the employee s access level This determines which modes and information can be accessed To add employee records to the table click on the button to the left of the Employee label The employee table will already contain the AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 entry you made for yourself when you first created the database This record will only contain the name and login fields since that is the only information that was provided during the database creation step Enter a Resource ID Organization Code and if desired a Password If you use a password for t
159. pen Once a filter has been selected it will apply the stored sorting and matching criteria to the current data table To clear a filter bring up filter popup and click outside of the popup without selecting a new filter This will remove the current filter and restore the dataset to its natural order Auto Resize will reset the column widths to the maximum size of their current field contents The column width will be at least as wide as the heading even if the field contains no data records For example if a 50 character alpha field called Customer contains several records and the longest of those is 20 characters long the column will resize to about 20 characters in width If there are no Customer records the column will become just wide enough to display Customer at the top of the column Select View allows you to chose a view name from a popup list of stored views A view remembers and resets the table field AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 46 information what fields are visible the order of those fields the size of the columns and the fields that were locked if any The Calendar area layout is not saved with the view information If no views have been saved for the current dataset or screen mode only the Save View as menu option will be available from the view section Once a view has been saved the other View options will no longer be grayed out To save the c
160. r the task which is defined with matching criteria When an activity is selected for Planning AMS REALTIME Resources will automatically filter the resource list to only those employees which meet the required skill set In the Employee dataset the Skills field should contain a code which describes a skill and possibly a level of proficiency as well Employees can have multiple skill codes listed in this field More information about using Skill Codes can be found in the Planning Work section of this manual Report Report mode allows you to output selected information which has been collected in the database While some standard reports are provided you can create as many additional reports as are required Reports can be selected from a standard list of saved selection criteria or can also be easily created on an ad hoc basis If the Report function is grayed out on the list of AMS REALTIME Resources functions near the top of your screen the current user does not have the appropriate Access Level to create reports When Report is selected the information line displays Edit followed by Display Headings Groups Filters Specifications and Batch List AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 Display Display shows the current report settings When Display is selected a line of buttons across the bottom of the information line will appear All buttons are labeled across the top with
161. r unplanned tasks Selecting Find Existing allows a user to select a new task by choosing categories from successive popups down to the detail task level whether they were planned to work on that task or not For example a user could choose a task by first selecting the Project then the Phase and then the Task from popup lists that contain all the current choices in the dataset Even if he was not planned to work on that task he could then post his time Of course unplanned work hours can still be subjected to the Approval process Find Existing can also be used with predefined WBS tables for unplanned work Work Breakdown Structures WBS Concept Many organizations which are embarking on a time tracking system will need to book time against tasks which are part of an overall Work Breakdown Structure AMS REALTIME Resources has the capability to model highly complex WBS Structures without the necessity of having to create very large and complex databases AMS REALTIME Resources is designed to allow an individual task at the detailed level to be associated with any other required components in a hierarchical structure This is achieved in the following way One or more data tables can be defined by the user to contain all the required elements in specific levels of the hierarchy Parent Child relationships can then be defined between these data tables See the following diagram for an example Level 1 Program dataset IT P
162. re week Once the week total has been entered it will replace the daily totals with an average hours per day i e it will spread out the total over the working days Updating Estimates to Complete Before leaving the timecard it should be pointed out that not only can an employee enter actual hours worked but can also change the estimate for the completion of the work This allows the estimated completion date and other related information to be calculated Scroll the screen to the left using the right scroll arrow until Cum Base Rem ETC LOE Start and Complete are visible if they are not already on the screen These fields represent planning information and have the following meaning m R T O um ETC Estimate to Complete Set as Remaining Hours by default E E Level of Effort Set to the Planned LOE by default Planned or Actual Start Date Complete Calculated Complete date Current Date Rem LOE AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 The planning information can be updated to reflect new anticipated performance by the employee For example if the LOE in increased in this case from 50 to 75 then both the remaining time and the complete date will shift to the left earlier in time accordingly If the Estimate to Complete ETC is increased to 100 Hours however the complete date will shift to the right later in time If the Complete date is moved to
163. rence file provided that you have been granted the appropriate access rights AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 Page Setup The Page Setup allows selection of a Printer Device Page Orientation and other printer options AMS REALTIME Resources accesses your system to determine which printers have been installed and uses the system printer drivers No additional printer setup or configuration is required Print Print takes the data from the current AMS REALTIME Resources mode and sends it to the currently selected Print device If you are in a table format such as in Update mode or Define mode the output will be a spreadsheet style column formatted data table with headings Column and Row lines can be switched On or Off under the View menu If you are in Report mode the current Heading table fields will also print at the top of your report The Print dialog provides options to print all the data the current selection or a range of pages You can also set other printer options such as the DPI resolution printer destination the connected print device or a filename and the number of copies desired depending on the available options of the selected printer To print multiple copies change the number in Copies box from 1 to the number of copies desired If Collate Copies is checked each table or report will print completely before the next copy begins Print Batch Print Bat
164. rkplan record The 1 slot contains a pointer back to the activity record We can take advantage of this pointer link back to the base record to add new fields By adding a reference field back to another field in the Employee dataset such as ERate the employee s hourly rate and then also appending the element number of the pointer reference we can automatically bring related data into the Workplan dataset For data that s not related in the Actuals dataset we will have to use slot 6 which is reserved for other uses The Workplan dataset contains slots 0 15 Slots 8 and higher are available for customer use In the Actuals dataset only slot 6 is available for customer use Tine pe Attributes 4 Employee R Employee ResiD O gt Activity Employee gt Organization gt Actuals Workplan gt Notes gt Rates 11 WorkCost CWorkRate Amount 9 an 5 Actuals Rate Field Definitions The two fields we have added in this sample are WorkRate and WorkCost WorkRate is defined as a reference field to the rate stored in the ERate field of the Employee table by virtue of the selected ECode To add the Employee record reference into the definition hold down the Ctrl key and click in the Type field This will open the field for editing without producing the Data Type popup Append 8 to the end of the reference field definition Now that the rate for this employee exists in the Workplan table it
165. roblem Areas Recode and Test Update Specifications amp Design Coding amp Testing WBS Level Selection in the Activity Table The sample that has been provided leaves all entries of each WBS level open for selection allowing for maximum flexibility However there may be some sub levels which apply only to specific branches of the WBS structure because they are too specialized to apply to all branches 119 AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 120 The Parent field of a WBS source table can be populated with an entry from the higher level WBS For example go to the Projects table and find the entry for PRO2 Laser Programming Click in the Parent field and select Technology Development Now if Technology Development is the selected path Laser Programming will appear in the next level for selection But if Program Maintenance is selected it will not be one of the choices It is also important to note that tasks which do not have a parent specified will appear as available to any branch of the structure at that level This is very powerful and gives AMS REALTIME Resources a great deal of flexibility for the user Time Entry When an employee clicks in the Task window to choose an item for time entry a list of his current tasks appears including an entry at the bottom for Find Existing and Create New Find Existing will produce a popup of the current WBS table hierarch
166. rogram AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 107 Level 2 Project dataset Level 3 Sub Project dataset Level 4 Task dataset 108 IT Project A IT Project B Sub Project 1A Sub Project Cl At this point it does not matter which branch of the structure a task belongs to provided a data table has been defined for each level and each element has been specified in that table In this case IT Program would be in the first data table this table could be called Program Below this would be another data table perhaps called Project containing IT Project A IT Project B and so on down to the task level The real power of AMS REALTIME Resources is that you can then associate any element in one table with another in a different level using parent and child relationships You may choose not to set up specific relationships leaving a level open to selection from any level above it That means that a user could book time to Task 1 under IT Project 1 in one week and then book time to Task 1 under Sub project C1 the next week Your drilldown through the structure can be fixed or variable depending on the requirements of your organization This means that detailed task entries do not have to be repeated each time the same type of task is carried out in different projects or locations This keeps the database small and simple saves repetition and saves maintenance overhead A
167. rom the Operation section of the dialog and click on OK Any activity fields linked by Attribute keys or field names that match AMS REALTIME Projects Activity field names including extensions will be loaded from AMS REALTIME Resources into the project schedule Identifying Project Ownership of Tasks Each AMS REALTIME Projects schedule that has activities in the AMS REALTIME Resources dataset should have a schedule extension label called ScheduleKey The value of ScheduleKey should be the same value as is contained in the field with the filename attribute in the Activity dataset For example if a schedule has a ScheduleKey of RX144 all those actuals associated with activities that have a Filename of RX144 will be loaded into that schedule This allows activities from multiple schedules to be maintained in a single AMS REALTIME Resources database Timecard Transaction Dumps An alternate method of exporting actuals to AMS REALTIME Projects or another system is to produce a text file containing activity resource cost center date and actual hours At the end of each week or time collection cycle a File Dump from the Timecard screen will cause all collected hours for the current week to be output to the Filename specified in the activity dataset identified by the TaskFile attribute This output is stored in the 145 AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 AMS REALTIME Projects tran
168. rt will be further broken down by each activity that employee reported hours against or was supposed to report hours against In the lower portion of the screen you will also see a bar chart that indicates the hours planned versus actual hours worked and hours AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 remaining These will be ordered and totaled in accordance with the currently selected group Select the By Activity group by clicking on the Group button and picking the By Activity group Then Calculate the report again by clicking on the Calculate button The report will be redisplayed but this time it will be by activity and within that by employee Exiting AMS REALTIME Resources This concludes the Introduction to AMS REALTIME Resources Exit the AMS REALTIME Resources by selecting the Exit item from the File menu You will be asked if you want to save the new database select Save so that you can return to your sample later This brief introduction has helped you learn how to start AMS REALTIME Resources edit the database plan work post actual hours and generate simple reports The remainder of this manual is organized as a reference manual and goes through each function in more detail 40 AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 Program Menus Program Line Pulldown Menus The very top line of the AMS REALTIME Resources window display
169. s Post Progress Adjust Requirement Level X Replace Requirements Level of Effort Requirements l Only Approved Actuals New Resources Time Now 4 Prompt fema Ae Ignore Future Actuals C Skip All C Move Time Now to Latest Actual O Force Future Actuals to Now O Load All Actuals Activity Dates 8 Calculated Calendars O Expected Get New SS I Post New e C RTR Update Interface Options Posting the Plan After the appropriate options have been selected click on OK to send the current project schedule plan to the AMS REALTIME Resources database When a plan has been posted to AMS REALTIME Resources a revision is automatically created in the project schedule called Posted to RTR Click on the Multiple Revision icon and select the revision name to display the Posted to RTR revision This helps to identify changes to the project plan that may need to be updated in AMS REALTIME Resources Getting the Project Plan from AMS REALTIME Resources If the project planning has been done in AMS REALTIME Resources or has been revised by a Resource Manager this information can be automatically sent into a AMS REALTIME Projects schedule If a database connection has not been established follow the procedure established in the section entitled Connecting to the AMS REALTIME Resources Database iat AMS REALTIME Resources User Guide Advanced Management So
170. s Inc Issue 1 1 Other Hotspots 66 access to the Access table and that most users not be allowed to view this table The Access table his comprised of a basic three letter code for each dataset and function For dataset access codes the first letter determines the level of change allowed to dataset filters The second letter determines what the user can change in the contents of each dataset The third letter determines the level of change allowed to dataset definitions Filter names can also be applied to an access code by adding filtername to the three letter code View names can be applied to the access code by adding optional filter viewname to the code e g RR EmpFilter PartialView The combination allows limited access to certain fields of a dataset such as allowing the user to look at only his own personal employee information but only those fields specified by a locked view Tool Tips If the cursor is positioned on top of a button a popup message will appear providing a brief description of the button s function The Message Area At the bottom line of the AMS REALTIME Resources screen an area exists where helpful messages are displayed Whenever the mouse is positioned over a hotspot area that is used to access a AMS REALTIME Resources function a message will display that tells you what will happen when you click or double click at that spot For example position the mouse over the Clock which is
171. s User Guide O Advanced Management Solutions Inc Issue 1 1 AMS REALTIME Resources Command Line rtrl6 exe bobjones prf Working Directory c realtime Sample Windows 3 1 Icon Properties Now start the RESOURCES program If you haven t passed in a preferences file AMS REALTIME Resources will provide the same Find Create and Quit dialog so that you can select one If you haven t already passed in a preference file using one of the methods above choose Find and select the preference file which you already created The associated database will be automatically loaded since internal references to the database name are stored in the preferences file Making a Work Plan Assigning Work The next step in our process will be to assign employees to work on each activity While AMS REALTIME Resources can assimilate skill levels and availability to assist in planning we will limit our introduction to basic resource assignments To assign individuals to activities we will leave Update mode and go into the Plan mode Simply click on the Plan Tab below the Menu bar WH ale ee Eo Ed Yow Upthre Linecard Hap Qo alo alale Al aliali eles iala Work Banned on Denm Prengue bint acttaty reer an ectytee AAL bne site RAP o AN Sd Cum vest mom EN VC Compan lt S o ages Empty Planning Screen AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1
172. s are predefined in the Organization dataset While these names can be modified extreme care must be taken to change all other related field references across the datasets if changes are made at all The contents of the Attributes field by specific keyword is how AMS REALTIME Resources differentiates between fields which are used for a special purpose and fields which contain information which is a user reference only The Attribute keywords for the Organization dataset are DeptPick The contents of this field will be displayed in a popup when selecting the Organization in Plan mode DeptOrg The contents of this field will be used for each employees OrgCode which can be used to create an organizational hierarchy To add new fields to the Organization dataset click in the first empty line under the Name column Type the new field name Click on the same line under the Type column A popup will appear containing all the data types Click on the appropriate data type If the Alpha type is selected a prompt will appear so that the maximum field length can be entered If Reference Virtual Calculate Pick or other types are selected follow the same procedures described in the section above on Defining the Activity Dataset Renaming Creating and Deleting Datasets You can create new datasets delete old user defined datasets or rename an existing dataset using the Rename Create and Delete buttons that are located underneath the
173. s the name of the user which is currently logged on to the AMS REALTIME Resources system The upper left corner contains the Close Box When running AMS REALTIME Resources on the Windows 3 1 platform clicking on the close box produces a menu with window sizing options the program Close option the Switch To option to leave AMS REALTIME Resources running and switch to other active applications and the About option Clicking on About provides information about AMS REALTIME Resources Double clicking on the Close Box will Exit the AMS REALTIME Resources program If you have made changes without saving AMS REALTIME Resources will ask you if you want to Save Timecard Changes before Exiting the program The available response options are Save Discard or Cancel The next line of the window contains File Edit View Options Timecard and Help pulldown menus Many menu options have menu accelerators which provide direct keyboard access to the menu options If an accelerator is available it will be listed at the right side of the menu option The Ctrl key is indicated with a caret For example the accelerator for Save is S which means that holding down the Ctrl key and pressing the S key will save the current local dataset There is no need to Save if you are a client accessing a server dataset Each menu option also has a hotkey character which is underlined To access the menus directly from the keyboard hold down the Alt key and pre
174. saction file format and consists of the following comma delimited ASCII text data Activity ID Resource ID Cost Center Date Hours This hourly actuals data can be transacted into AMS REALTIME Projects through the Usage table Resources in corresponding AMS REALTIME Projects files should have hourly units since hours are collected by the AMS REALTIME Resources program and weekly costbins to match the time collection cycle The Usage table transactions can be batch processed in AMS REALTIME Projects for multiple schedules that can be designated by a wildcard specifier e g c spwin xact sch If the Batch Transaction process is used each transaction file must have the same base name as the schedule but use a dat extension For example the transaction file for design2 sch would be design2 dat If design2 dat is set in the ScheduleKey before the tasks are loaded into the AMS REALTIME Resources database then the Filename field will be automatically populated with this string 146 AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 System Administration Configuration and Setup The configuration file is an ASCII text file which allows the user to set specific parameters This text file is read on program startup and controls some aspects of AMS REALTIME Resources functionality This file should have the same base filename as the executable but with an ini or cfg extension depending on the p
175. se days non working holidays Alternatively click Delete Holiday to change the selected days from holidays to working days Individual date changes only apply to the current year so remember to set annual holidays for each year in the project span BEFORE you schedule in that year Work Cycles In addition to changing the days when work will be done you can change the time during the day when work will be done This is important for determining the activity span and for many advanced calculations To change the shift click on the Cycle tab You are presented with a dialog box which allows you to select a day of the week and set up the From and To times for the shift You can select the day by clicking on the Shift For box and selecting a day from the drop down list Alternatively select a day on the calendar Enter the times for the shift To define the entire day as a shift enter 00 00 for the From time and 24 00 for the To time Then click Add Time to set these times as the shift for that day You can also create a split shift cycle by defining successive periods For example a lunch break can be specified on the calendar by defining a shift from 07 30 to 11 30 for Monday and then adding a second shift period from 12 30 to 4 30 for Monday Just specify the first period click on Add Time and repeat the process for the second period To change the shifts for a day select the day in the list at the bottom of the dialog and
176. se fields not already displayed are included in the popup list Each selected field is added to the end of the table Changing the Table Layout If a View has been saved in the current dataset table fields can be moved or resized Use View Save As to name a View To move a table field column position the cursor at the top of the field heading When the cursor changes to an open palm click and drag the column to its new position and let go of the mouse To size the columns position the cursor at the right edge of the field heading When the cursor changes to a pointing finger click and drag until the column is the desired size If you size the column all the way down to its opposite edge the column will disappear Selecting AutoResize from the View menu will automatically size each column to the size allowed by the field definition AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 92 Plan Update Define Filter Access Calendars gt Activity ResiD__ OrgCode Name Login Employee Access Level Type ECode ERate gt Organization lso sd System Administrator SYSADM SYSADM 115 gt Actuals gt Workplan ff TIMECARD Perse gt Notes 5126 El AENA Sherman Black BLACKS Rates Person gt OrgLookup 18132 Walter Scott TIMECARD 95 Entering Editing Data in the Activity Dataset Deleting Records Records may be deleted by selecting the row or r
177. se file The settings parameter specifies the name of the preferences file which contains information about the last user that logged in as well as filter and view information If you are using a server version of the AMS REALTIME Resources the RTRServer parameter will contain the node address of the server The server dataset name defaults to TimeCard but this can be modified by adding the parameter dsetname NewName When running in client server mode the dataset name is comprised of the UDP service number or port name in combination with the host name The parameter TKServer provides the address where the server dataset will be located while the parameter dset provides the database filename When running in stand alone mode the parameter dset can provide the filename of the dataset The RTRServer parameter must be either removed from the configuration file or commented out by placing a semicolon in the first column e g sRTRServer AMSHPSVR Note If the server can not find the dataset name as specified the AMS REALTIME Resources program will produce an prompt and let you specify an existing dataset or create a new dataset 148 AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 A Sample Client Configuration File RTR language rtrrz usa smallfont arial 6 largefont arial 10 defaultfont arial 8 settings local prf helpfile rtrhelp hlp protocol UDP udpmaxpacket 2048
178. se is organized The default database is comprised of five basic datasets Activity Employee Organization Actuals and Workplan First we will discuss the standard fields You can modify the datasets and create new ones to facilitate your organizational needs later on This information can be found in the chapter on Defining Datasets AMS REALTIME Resources has several basic modes of operation Each mode is entered by selecting one of the Tabs on the Function line at the top of the screen below the Menu line To help understand the database select Update mode by clicking on the Update Tab The display will change and you will be presented with the following screen 16 AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 AMS REALTIME Hesources Fesipamo Lastname s Of Ele Edt So Options Imeced Hep ojala 5 AEE aj i al sa 2 wou Jaja ire Trin ino D ons I Dare Iren I astees I coran SAdidy Explora Organization Actuate NWortigtan 2 03 ac Po PER 2 34 567 B91011121214151B17 18192001 22 pri pi Fn ji uw ERA DA s T ie n im ajy ae Bese DECE sgam 1 i J A A SS ERE 1631 42 E es A rr aan Update Screen The left side of the screen contains a list of additional dataset buttons Once Update mode has been selected clicking on a dataset button will open that dataset These are the five dataset components that are automatically created when building a new databas
179. set for maintenance testing or downloading of actuals ENDSESSION Y Server NT only When running as a Service NT only Allow the server to remain running when the user logs off Set this to Y if you wish the server to shut odwn when the user logs off PRINTMARGIN inches Client Specify printer margin in inches GETPLANLISTOPTION 1 Plan View O List will display only My Activities That is to say a manager will see the activities he and his team are planned on based on the Organization codes 1 Uses the Activity filter 2 This option means 0 amp 1 are the factors for the list content i e activities must be in both lists NOTE This options should only be set if all the Planning data is created from Projects or another outside source 161 AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 162 3 This option means 0 or are the factors for the list content i e activities must be in either list REPORT filename Client Server Generate memory usage report to file on About selection PLANHIDEOT Y Client Hide Overtime fields in Plan mode PLANAVAIL N Client Show resource availability in Plan mode NETWORKTEST N Client Allow access to Network test from Options menu TARGETCOMPLETENOLATERTHAN Y Client SETTINGS file prf Client Specify the default preference file TIMECARDPLANTIMES Y Client Set this switch to Y default to display times with dates on the planning
180. ss the hotkey character of the desired menu For example to access the File menu hold down the Alt key and press the F key Then press the S key to perform the save process AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 42 File New N Open 0 Save S Save s A Save Globals G Page Setup Print P Print Batch Load 2L Dump Exit The File Menu New The New menu item is not currently used but is maintained for system conformance on some platforms as well as future use Open The Open menu allows the user to select and open another local dataset A file selector dialog allows the user to browse the directory list If changes have been made to the current database the user will be prompted to save before opening the new database Save If a local dataset is being used selecting the Save option will force the current data to be written back to the dataset When accessing the server dataset the server determines when a save is required either because the record changed and a set time period has elapsed or because the user is logging out Save as Save as allows you to save a local dataset to new dataset file The Save menu options apply only to local datasets rather than to datasets which are stored on the server and accessed by clients Save Globals Save Globals allows you to save global reports views etc back to the global prefe
181. ssesscessssssssssssssssesssses 156 NETWORK OPTIONS sd dead odecenteedeebere 156 Network Configuration Parameters cccccscccesscceesecesssecescecsscecessecesseecsseecsseecsseecssaeeesseeesaeesseesseesesaecesaeeesaes 157 LOGGL or Remote Database Access vices cosioensveddectsedesdsus tecdcesscbuacessecddcetseges ces vceddeetsebsacetscedteessebeadeadeves 157 CLIENT SERVER STATUS BAR s ccc cdcstecsndsstegendceve donde otedatccevedendesdddenddevedevces tegen sdooucepccedeauvedsteceocededessdevededdesbeseveed 158 EVEN LOG iii A chases sh cheges deepen st cbep ned SE E evetendy A A ass 159 CONFIGURATION S WIEGHES xi 30555003 divs subs deve ANA detune ita N 161 AMS REALTIME Resources Switches icccccccccsscccccccccccccsssssccccccccccssssesccccscscusssseccccssecussseecccsseseeuuseesccessseuueeees 161 Environment Switches viccccccccccccsccccccccccccsssseccccccccccssseecccccsccuusseeccccssecuusssecccssscuuuseeeeccsssceuuusseeccsssseceseeecceseeeees 164 Communication SWItECHES ccccccccccccccccssssssecccccccccusssseccccscccusssseccecssuuuusscseccccsscuuseeecccssseuuusseesccssssuuuueseseceseueues 167 AMS REALTIME Projects SWitches 0 id 169 DIDESERVIGE Ke A OAE E EERE EE EE E ESR E WO AO A AeA Seay 171 OPEN DATABASE CONNECTIVITY ODBC cooooococoooonnnononononnnononononononononononnnnnnonrononnnonnnnnnnnnnnnnnnnnnnnnnnnnononnnnnnnnnnnnn 175 INSTALLING THE ODBC DRIVERS ccccccccccssssseeeceeeeceueseecccccecesuueeeeccccessauuesecccceeesauesseecceesssuusese
182. st seess sosise s tos se eos Saoer ers 123 INTRODUCTION rariora teo e a e bes bens a a del clado ices lacada a aea eaae Oden EAEE EErEE EEE EON 123 O O EE EAE A EEE EE TEE R 123 Creating a Drill Down Activity Filter ooonnononcccanuccnnanonnnnonnnnnnnnnnonnnnonnn no nnn no nnn nara n cra arca acen n nc nn nn cnn ncrnnn ninas 124 MATCHING EILTER Scott ini Te ona iii iii scans 124 The Current USP SUSE A a io iaa 125 NEWS a o a o e a Ll Ls 126 GENERATING REPORTS viaciiicicdeoccascecddeciedecncancccdccssedeasasccessccasedensacdsasdesesetestacdcestecsceteacsaccesdedsanseecsaccesseessnsens 126 INTRODUCTION e e o e e e do tee ee 126 IJESA OIH LOO INE EE EEEE E EE E EE EE io oate 127 IREPORT BUTTON ais 127 HEADINGS EIH E K OIN IARR ELARRE PE EAEE EA EEEE see CU aac A E A N A OE A ON AA 127 GROUPS BUTTON cut a E Ea 128 FIETERS EIEN a KOIN DEAETE OOE EEE A OEE E EEE O OEE EEE OOE EES 129 REPORT PERIOD DATES arena T T T A E TTN 129 SUMMARIZED BY BUTTON Sa cow i200 seh une a a Oe e A A A A EE 130 SPECIFICATIONS E E AE AE iii 130 BATCH E S EE A EEE AEO EE AE 131 IMPORTING AND EXPORTING eiiissctstecea Sestescctnscccadessscsdvassensaceesccesuanecasaceescssduasesasecessecadnenecegscsesecadecsocsseceees 133 INTRODUCTION nrinn dada ioe a techies r den odevsdencestcdeadeeusdevededcderddevscenccavddesdeevdderccseedevdee 134 EXPORTING DATA il dado 135 IMPORTING DATA ici 135 Creating Transaction Files ai As ii eke teeudete ai ins 136 AMS REALTIME INTERFACE PROJECTS A
183. t Copy Paste Fill Down Fill Right and Paste Link can be used to edit the data File commands such as Load and Dump can also be used to transfer data stored in tab delimited text files in and out of each AMS REALTIME Resources dataset Key Fields Each dataset contains fields that hold key pieces of information that are used by AMS REALTIME Resources for a specific purpose These fields can be identified by Attribute codes which are displayed next to their definitions It is important to ensure that these fields are populated with valid data since AMS REALTIME Resources uses these fields to make calculations AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 62 Activity Dataset The required key fields in the standard Activity dataset are Field Name Attributes TaskID a unique activity identifier Task ID Description the task identifier that is TaskPick displayed in the popup starting date of the task completion date of the task TaskComp the default level of effort Type the type of activity project TaskType or non project Color color number pattern TaskColor number for the task bar Filename the filename used for TaskFile transaction file dumps An optional key field in the standard Activity dataset is Field Name Labor Filter SkillCode used to filter TaskResFilter employee availability profiles in Plan mode Employee Dataset The required key fields in the standard
184. t be predefined in the Headings table can be supplied for each Grouping To select a Heading name click under the Heading column and select a Heading name from the popup If desired Subtotals can be included with selected report groupings To have the report calculate subtotals click under the Subtotal column and select None Before or After Selecting Before will place the subtotal for that group on the same line before any lower groups are displayed Selecting After will produce a subtotal for the group after any subsequent lower groups The last column labeled Break is used to determine how the groups are separated with a line break a page break or not at all Selecting None keeps the report lines together with no separation Selecting Line will force a blank line between each group Selecting Page will force a page break including a new heading between each group Each line within a group can have its own Break selection Filters The Filters table allows you to define a combination of one or more filters which will be used to sort and filter the report data If Each set of filters should be given an identifying name under the Filter Set column Select a dataset and then select one of the filters which has been defined for the dataset As each line of the Filter Set is used a new line is added This allows combinations of several different filters to be applied either from the same dataset or from different datasets
185. t file The resultant text file will have a heading line which contains each field name The text file will contain only those fields which are visible in the current table order Dumping data from the Time mode will result in a delimited dump of the actuals data that can be loaded into the AMS REALTIME Projects Usage table The current user must have the correct access rights to enable this feature Exit The Exit option will quit the AMS REALTIME Resources program If you have made changes to the data without saving AMS REALTIME Resources will ask you if you want to Save Timecard Changes before Exiting the program The available response options are Save Discard or Cancel Note The Exit option is labeled Quit on Macintosh platforms to conform to the platform standard Edit Menu Undo Cut Copy Paste Paste Link Clear Insert Row Delete Row Select All Fill Down Fill Right The Edit menu contains the standard editing functions Undo Cut Copy Paste Clear and Select All Windows versions of AMS REALTIME Resources also include Paste Link for DDE integration Using Cut on selected data will copy the data into the system paste buffer and delete the original selection Using Copy on the selected data will copy the data into the system paste buffer but leave the original selection intact If these menu options are grayed out there is no text selected Click and drag the mouse over the text you want Then select Cut or Copy
186. t items can be separated by a comma or a space Items with embedded spaces must be enclosed in quotes This type provides a method for data validation Ctrl click will override the popup and allow direct editing but the entry still must match one of the pick list items Lookup If the Lookup type is selected you must specify the name of a lookup table As the lookup table contents change by date range the resulting data will change as well Calculate If the Calculate type is selected a popup will appear that allows you to select from the defined fields Once a field has been selected a second popup will allow selection of an operator Once an operator has been selected the field list will reappear to allow a second field selection from The last popup will contain the fields from the selected dataset Overriding Data Type Popups To override the function popup and build a more complex calculated formula hold the Ctrl key and click in the type column to open the field definition for editing The formula must be preceded with C to indicate a calculated field type Make sure that any field you use in a calculated formula has been previously defined in the dataset The following operators can be selected Sample Deseripon x y add x to y x y subtract y from x x y multiply x by y x y divide x by y find percent x is of y find percent that x is of x y To modify the format specifier hold down the Ctr
187. t so you can specify Local or Remote access If you select Local access the program will prompt you for the dataset name If you select Remote access you will be prompted for the RTRServer address If multiple protocols are available for the platform you are using you will also be prompted for your communications protocol If you create an icon for your AMS REALTIME Resources client application and pass in the preferences file as a command line parameter the dataset will be loaded automatically without specifying the dset parameter in your configuration This allows you to maintain multiple configurations on the same system Client Server Status Bar 158 Because it is often useful to know what s happening between a Client and its Server the application includes a status bar at the bottom of the program window This status bar gives information about transactions as they occur between the Client and the Server and also stores a log of each event The first component on this status bar are two small status icons 13 These icons give a graphical representation of a transmission process receive or idol state The status icon on the left represents the Client The one on the right represents the Server For each button the status is as follows Two Green Lights Blue screen Idol Right Light is Red Transmitting Left Light is Red Receiving Two Green Lights white screen Processing Clicking on the Client Status Icon will giv
188. t will be used as the primary search field for reporting This field will be used as the internal search criteria but does not have to be displayed in the report In the next column click under the column labeled Display The selected field is the field which will be displayed in the report For example perhaps the employee number is the field which is used for the internal search for actual time records but the employee last name is the information that is printed in the report The Field column would contain employee number and the Display column would contain the last name field A Heading name which must be predefined in the Headings table can be supplied for each Grouping To select a Heading name click under the Heading column and select a Heading name from the popup If desired Subtotals can be included with selected report groupings To have the report calculate subtotals click under the Subtotal column and select None Before or After Selecting Before will place the subtotal for that group on the same line before any lower AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 groups are displayed Selecting After will produce a subtotal for the group after any subsequent lower groups The last column labeled Break is used to determine how the groups are separated with a line break a page break or not at all Selecting None keeps the report lines together with no separation Selecting
189. the mouse The task will then appear on the first unused line of the timecard screen Note The actual contents of the Task popup can be any Activity field Since an Activity field can be comprised of other fields or portions of fields the information displayed in the Task popup is highly configurable The Activity field which will be used for the Task popup is determined by the TaskPick Attributes code in the dataset definition AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 52 Once a task is selected many of the timecard fields will contain information for that task Period The Period contains the current Period to Date actual totals Cum The Cumulative contains the total hours already worked on the task Base The Baseline contains the number of hours that the employee was planned to work on the task m The Remaining contains the number of hours which are remaining on the task Re ETC The ETC contains the employee s estimate of how many hours are remaining on the task This is used to calculate the Progress and the Estimated Completed Date for each task in AMS REALTIME Projects OE Li The Level of Effort is the percentage of time that an employee is planned to work on the task Start The Start Date contains the planned start date of the task Comp The Complete Date contains the planned completion date for the task Basic Timecard Fields AMS REALTIME Resources User Guide
190. the 25th of July the level of effort will increase recalculating the level of effort required to complete the remaining 100 hours within the new time frame AMS REALTIME Resources is a powerful planning tool Unlike other tools it allows the employee to communicate back to the manager what he feels is left to do and how long it will take If the answer is unacceptable the manager can take action to effect a new plan based on this updated information AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 Entering Time for Another Employee The first line of the timecard has a button with the organization description followed by another with the employee name Click on the organization button the one that says Information Systems and a popup will appear showing the other organizations Pick Information Systems Programs from the list The screen will change and you will see the first employee s timecard within the programming group with his task assignments displayed below Add 30 hours for the week for John Smith against the Design activity Hint Click on the word Design in the task list below to add it to the timecard Then put 30 in the empty cell under the Week heading You can change employees by clicking on the employee name button and selecting from the popup list to enter time for another employee within the department You can also move to another department by clicking on the organization butt
191. the Multiple Revision icon to make it the current baseline revision Tasks that have been rescheduled can be identified with the AMS REALTIME Projects match criteria of Start lt gt BStart OR Complete lt gt BComp This can be stored in a View for instant recall Refer to the AMS REALTIME Projects User Guide Addendum for complete documentation Select just those activities that will be updated and choose Baseline gt Planned from the Activity menu to copy the AMS REALTIME Resources revision dates into the current plan for the selected tasks Getting the Plan After the appropriate options have been selected click on OK to load the current AMS REALTIME Resources plan into the project schedule Getting Actuals from AMS REALTIME Resources When actual resource hours are loaded into the project schedule from the lowest most accurate levels ACWP and other project cost 143 AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 144 variables can be instantly calculated with no delay time This allows potential project slips to be identified in their early stages while there is still time to correct problems before they become major impacts Options for Data Exchange The Options section of the dialog controls several aspects of Actuals communications between the two systems Multiple options can be concurrently selected Post Progress will bring calculated Progress from the AMS REALTIME Resourc
192. tion to help trace memory usage To create a text file report of this data add REPORT MEMORY TXT to the configuration file Each time Memory Check is selected an about dialog will appear allowing you to type in a text identifier such as the time or a step number The current memory usage will be appended to the text report This text identifier will appear after the keyword TAG and a reference number for the memory check The memory information is displayed with the same reference number but the keyword CLASS an internal program function the number of bytes used and number of objects AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 Timecard Menu Submit Approve Reject Close Submit Employees can select timecard entries click and drag to select cells and choose Submit from the Timecard menu The submitted time entries will have a yellow background which indicates that they have been submitted All users have the ability to submit records If the Approved configuration switch is set to Y only approved time records are exported as actuals If this switch is set to N the approval process is ignored and all time records will be exported as actuals Approve When a manager reviews the timecards for each of his employees he must make a determination as to whether the reported time is acceptable Groups of cells which are selected will receive a green background when Approve is chosen fro
193. to make the change contact your Manager or System Administrator to make an adjustment Changing the Timecard Layout Table columns can be resized or folded to modify the arrangement of fields displayed on the timecard To resize a column position the cursor at the right edge of the field heading When the cursor changes to a pointing finger click and drag until the column is the desired size If you size the column all the way down to the left edge the column will disappear To move the remaining rightmost columns down to another line also called folding the table click on the field where you want the break to occur and drag it downward The remaining fields will then be underneath and each task will now have two physical lines 101 AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 of information To move the second line of fields back onto the first line click on the first field title in the second line and drag it upward When you let go of the mouse the data fields will be in one line When the table is folded the horizontal scroll bar is disabled It is automatically re enabled when the data fields are displayed on a single line To see other fields that are off the line you will have to fold those fields down to the next line An empty field also exists in the field list that can be used underneath the Description field as a spacer to line up overtime fields underneath the regular day or the
194. to shut down AMS REALTIME Resources and restart the program Some changes such as the creation of new datasets require a restart of the program before they will come into effect Adding a Note to a Time Cell 1 Click on the Time cell you wish to attach the note 2 Click the Attach Note button on the toolbar 3 In the Dialog enter your desired text in the text field AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 4 Click OK Once a note has been added to the Time Cell you will see the top left hand corner of the cell appears to be turned down You can see all of the attached notes in the Update Tab Actuals dataset Color Coding Color coding is used throughout the program to assist in its readability and usability Some of the color coding is insignificant and is simply there to help your eye follow the rows across large areas Of data Others are very specific to the state or type of data in a particular cell These specific colors are described below Traffic Light Approval status RED The actuals in the cell have been rejected YELLOW The actuals in the cell have been submitted GREEN The actuals in the cell have been approved Charge Types For each new charge type you create a new color for its row is created For example if you have three charge types and all three are open on a record the colors for each row would be as follows Regular or first defined type
195. trator is defined on row 1 and a Manager is defined on row two when the manager is logged in he will not be able to assign system administrator rights to any one in the database as this will be grayed out in the list Also if you define items with the first three characters the same Resources will treat these as having equal status in terms of Access Hierarchy For Example MNG1 MNG2 and MNG3 will be considered equal by resources regardless of their positions relative to each other in the Access table rows Example 1 SYSADM Highest level access 2 MNG1 Second level access 3 MNG2 Second level access 4 MNG3 Second level access 5 EMP1 Third level access So using the above example SYSADM can see and assign access rights in the employee table to everyone MNG1 MNG3 can assign access rights of each other and EMP1s but not SYSADMs EMP can not see or assign SYSADMs or MNGs but can see and assign other EMPs Attaching a Filter or View to an Access Code An enforced filter for each dataset can be specified by putting a colon followed by the user defined filter name after the three letter access code e g RR filtername AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 Filter names are applied to an access code by adding filtername to the three letter code This allows limited access to a dataset such as allowing the user to look at only his own personal employee information by using a User
196. u are only assigned to the design activity that will be the only task showing If other assignments had been made to you they would all be shown in the task list which is also referred to as the Gantt chart In this case the Design activity is to occur in July 1998 For the purposes of this example let s assume that work is being done as 30 AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 planned If the current period is not the first week of July then you have to move ahead or back to reach the timecard for the 01 Jul 98 The current date can be changed using the calendar The simplest way to reach July 1998 is to click on the month displayed in the top center of the calendar A popup will appear which contains all twelve months Click on July and the calendar will change to July If the year is not 1998 then you can move ahead or back a year by clicking on the right or left arrow to in the upper right of the calendar box You can move ahead or back by clicking on the corresponding arrows to the left of the month name After you have reached July 1998 you can select the first week of July by clicking on any day within the first week For this example click on July 3rd which is the first full work week in July The timecard screen will display the first week of July 1998 Notice that the background in the task list will highlight the first week indicating that this is the current reporting per
197. uld be placed against the component of data you wish to link with In these examples we are using the ID field since 1t will be our unique identifier Defining the Activity WBS Fields Before we can define Parent Child relationships for the new WBS tables we must add a field in the Activity table for each of these tables This will hold the data selection from each WBS table when an activity is defined or selected In Define mode select the Activity table and add three new fields Software Program Project and Sub Project which will related to the datasets we have just constructed although they can be named anything Ultimately these three fields will contain the hierarchical path to which that specific activity or task belongs This process enables the drilldown capability that will allow employees to identify tasks through the WBS hierarchy In the Type column next to the highest WBS table reference field Software Programs in our example select Drilldown from the popup A popup menu will appears that contains the names of all text type datasets Select the name of the dataset your field is associated with For this example we will choose Software Programs flame Type tributes 12 EAC SWS Delta umcvYorkplan WWorkCost Organization Notes Rates Software Programs Projects Sub Projects Selecting the Related WBS Table Next select the field that you want to appear in the WBS drilldown popup to select t
198. urces Database Windows Unix or Macintosh Server Windows Unix or Macintosh Clients AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 Client Server mode database transaction services for many clients The AMS REALTIME Resources program is available for Windows UNIX X Windows Motif and Macintosh environments A configuration file provides information regarding the local system configuration the communication protocols used and the location of the database Login Access Control 10 When a user logs into AMS REALTIME Resources a Login ID and Password identify the employee The employee s Access Level determines which portions of the AMS REALTIME Resources software can be accessed as well as what data that can be examined or modified Both Passwords and Access Levels are setup and maintained by the System Administrator This assures the integrity as well as the confidentiality of the database Access to specific datasets fields and data records within each dataset can be specifically controlled for each user by setting up and assigning an Access Level For example a particular level of user must have access to the Time reporting section but may also need to view certain fields from the Employee dataset However some other fields in the Employee dataset may contain sensitive information which should not be released to the general public e g rates and other personnel data A
199. urrent screen layout click on Save View as and enter the new view name at the prompt To save and update the current view click on Save View This will automatically update the active view to the current screen layout To remove a view click on Delete View A popup will appear allowing you to select a view for deletion To rename a view select Rename View from the menu A popup will appear allowing you to select the view you wish to rename The old name appears in a dialog allow you to edit it to a new name Click on OK when you have finished editing or Cancel to quit without making changes Column Lines and Row Lines will have a check next to the menu item if they are turned on These menu switches control the display of lines between the rows and columns on the screen display and on printed output Turning on Lock Layout will not allow the columns to be moved or resized Closed columns can not be opened If the layout is locked a check will appear next to the menu item and the cursor will not change to the flat hand or the pointing finger when it is positioned over the column headings Options Menu Login as Change Password Recalculate Network Test Memory Check Login as If employees are required to share a computer for AMS REALTIME Resources access this option can be used to Login to AMS REALTIME Resources under another User ID without exiting and restarting the program Clicking on Login As will log out
200. us and then AMS REALTIME Resources User Guide O Advanced Management Solutions Inc Issue 1 1 Function Tabs 50 toggle the Submitted status off Once the approval status has been removed the cell contents can be edited Close Close allows a manager to disallow an employee to post further timecard entries or make timecard changes on a completed task To close one or more tasks when reviewing an employee timecard select the task in the Time screen and select Close from the Timecard menu The Open Closed status for each Workplan record can also be set in the Plan screen under the status column Access to the Close option is determined by the user s Timecard Access level Help The Help menu provides access to the on line Help program which contains documentation and samples The Help menu also contains an About option which provides information about the software version and its authors The next screen line provides a list of AMS REALTIME Resources functions The screen layout and will change to reflect the specific processing options for each function For example the Update Define and Filter functions produce a list of dataset selection buttons along the left side of the screen When a dataset has been selected the screen will display the appropriate table fields for that dataset If you are in Update mode the data in the currently selected dataset will be displayed in a spreadsheet style table format Update mode
201. use the following logical and comparative symbols case sensitive AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 greater than lao es gt pater than or equal to less than or equal to case insensitive equal ed casesensitiveegual IS Ee AND hoth conditions rue orn either condition true Filter Operators The Current User Subset When a user logs into AMS REALTIME Resources the employee dataset is searched for an exact match between the Login ID and Password which are entered When it finds a match it keeps a pointer to the current user which is how the software knows who is logged in and what the current Access Level should be Any of the employee information fields for the current user can be referenced through the User subset case sensitive For example to create a match filter where only the currently logged in user s employee data will show select Filter and the Employee dataset Next to the New line enter the filter name User Only On the same line under the Login column type the following match criteria User Login If the User Only filter name is added to the default user Access Level for the Employee dataset whenever an employee logs in they will be able to view their own Employee information but not that of anyone else To add this filter to the Access table the System Administrator would select the Access function On the Default row
202. ut all days in the past The currently selected date is used in Time mode to determine which timecard record should be displayed To change to another Time week click on any calendar date within the week If changes have been made to the timecard data AMS REALTIME Resources will prompt you to save the record before continuing Clicking on the innermost arrows on either side of the calendar title allows you to move backward and forward through the adjacent months Clicking on the outermost arrows on either side of the calendar title allows you to move backward and forward by adjacent years Clicking on the current month name at the top of the calendar display provides a popup of all months in the current year Selecting a month name from the popup will change the calendar display directly to the specified month The two buttons in the lower right corner of the calendar area provide calendar display options The WDays On Off button toggles a Julian working day display on each day The Markout On Off button toggles the cross out lines for days in the past Editing Calendars Calendars can be customized to allow for specific working and non working days and a working shift If AMS REALTIME Resources data will be exchanged with AMS REALTIME Projects ensure that the working calendars are identical for consistent results Note AMS REALTIME Resources verifies that the user has Full Access to all aspects of a Filter table before allowing any Ca
203. vanced Management Solutions Inc Issue 1 1 Command Line Specifications If AMS REALTIME Resources is executed at the command line the executable name rtr16 exe or rtr32 exe can be followed by a path and preferences file that will override a specified dataset in the configuration file The directory specified in the dataset path is searched for a configuration file This option can be used by someone who may wish to access another dataset and preferences file in a separate directory without modifying the configuration file For example if c time rtr32 exe_c west contrct prf is entered at the Windows 3 1 File Run command line AMS REALTIME Resources will look for another configuration file in the c west directory and open the contret preferences and its associated dataset Login IDs The configuration parameter ResLogin provides the name of the field in the employee dataset that holds the Login ID for each employee The fieldname provided i e ResLogin LoginIDFieldName must exactly match the name of the field AMS REALTIME Resources determines which employee is accessing the database by matching the Login ID with the corresponding employee information contained in the employee dataset If the configuration parameter CaseSensitive Y then logins are case sensitive By default all Login IDs are forced to upper case and matched accordingly All Login IDs must be unique 151 AMS REALTIME Resources User Guide Advanced Mana
204. vided below we will create an Organization lookup table The first step is to create a numeric dataset It will have one Key Field which will reference the a unique employee identifier ResID Use the Create New Dataset button to add a new dataset We will call it OrgLookup Choose the Numeric dataset type At the Number of Keys prompt enter 1 The Organization lookup only needs one reference field for the employee s ResID to have a unique field reference Number of Keys 1 8 i Specifying the Number of Key Fields At the Number of Slots prompt enter 8 This will provide the room to define up to 8 slots which are references to other records or independent fields in the Lookup database While we will only start by defining 3 fields this will provide room for the database definition to be expanded Note that if the fields are unique references the slot numbers do not have to be specifically entered The first field uses slot 0 the next field uses slot 1 and so on However if another field is defined where the slot reference will be shared that slot must be specifically entered Hold down the Ctrl key and click in the Type field to override the popup and append the slot number to the field e g the fields R Employee ResID 0 and R Employee Rate 0 share a reference to an employee record AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 Number of Slots 2 4 B Cancel Speci
205. work One method is to allow employees to use the New Activity button to add a new task and automatically add themselves to the work plan Then the task will appear on the employee s task list Access to the New Activity button is configurable in the Access table Each user s defined Access Level will determine whether or not the New Activity button will be present This button can also be used when an employee wishes to track non project time spent that is not of general interest to management such as activities used to track personal time management goals TaskiD Description Adding New Activities AMS REALTIME Resources User Guide Advanced Management Solutions Inc Issue 1 1 54 Another method is also configurable in the Access table When a drill down filter is created for the Activity dataset that filter is specified in the Timecard access code the Find Existing option will be appended to the end of the user s task list Selecting Find Existing allows a user to select a new task by choosing categories from successive popups down to the detail task level whether they are planned to work on that task or not For example the user could select a task by first selecting the Project then the Phase and then the Task description from popup lists Even if he was not planned to work on that task he could then post his time Of course unplanned work can still be subjected to the Approval process for vali
206. xt Activ Employee Catego Status Start Last Cc 4 John Smith Open 29 JUN 98 10 JUL 98 8 00 4 2 f System Administrator Sherman Black Mark Taylor Walter Scott Assigning Employees to the Task Planning the Workload 94 The Start field contains the first scheduled day of each task while the Complete field contains it s scheduled ending date The Base shows the number of hours planned on each task Rem contains the remaining hours not worked while the ETC contains the estimated hours to complete the task LOE contains the Level of Effort that you are planning for the task This can be put in as a percentage e g 100 or in hours per day e g 8 If a percent sign does not follow the number hours per day is assumed Overtime planning is entered using the OT fields these values should be entered independently The Totals row provides cumulative planned figures by task If the number of employees allocated to the selected task is more than will fit on the screen those employees will scroll but the totals row will remain locked in at the bottom Moving to Another Task Along with the current task selection the information line also provides a Previous and Next button Clicking on the Previous button will select the previous activity for planning and clicking on the Next button will move you to the next activity in the list for planning Using these buttons to perform resource planning on a series of
207. y until the lowest level selection determines the task Create New will allow the user to enter new tasks picking the WBS source table selections from the popups The Outcome and Benefits of WBS Configuration Once all this configuration work has been carried out the end user for the product will be able to drill down through a specific hierarchy to enter the information they need This means that an end user can be given the capability to create new booking scenarios within the predefined constraints of the Work Breakdown Structure Common tasks which occur over a number of different projects do not have to be re created or repeated hundreds of times all over the database It also means that every booking scenario does not have to be pre planned or pre empted saving possibly hundreds of rows of data and hundreds of hours of work Drilldown Filters Find Existing If you have a WBS defined the Find Existing option will allow the use of drilldown within that structure However if no WBS tables are defined Find Existing will look in the Time entry of the Access dataset to see if a drilldown filter has been defined If so it will use the drilldown filter to allow selection of tasks based on a particular order but not necessarily a hierarchy Note In the client configuration file the configuration switch DRILLDOWN N default must be set to Y The default will apply if the DRILLDOWN switch is omitted from the configuration file

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