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Презентация на тему Hp ppm – time approvers and resource pool managers

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2. IntroductionWorkshop will be 2 hours total (½ hour instructed)Restroom LocationsPhone callsEmergency EvacuationMaterials (https://training.it.ufl.edu)
3. Typically Time Approvers and Resource Pool Managers
4. To create or edit your personal page: Dashboard => Personalize DashboardSelect the “New Page” option
5. When the Note below appears you can
6. Select “Add Portlets”Select “Time Management” from the
7. Select “Approve Time Sheets” from the list and then select “Add”
8. You can now change the width of
9. Filtering CriteriaTypically, you do not have to
10. We are now going to add another
11. Select “Add Portlet”Choose “Resource Management” from the Category list
12. Select “Find Portlets”, scroll down to “Analyze Assignement Load”, check the box, and select “Add”.
13. You can now change the width of
14. Filtering – select the filtering icon Choose
15. Now you can click on the “Back”
16. Your Time-Approvers portlet should look similar to
17. The items highlighted are the ones being
18. Your Resource Managers (Analyze Assignment Load) portlet
19. Select “Assignment Details” to get even more details
20. Similarly you can add additional selections by
21. Delinquent Time Sheet Report You can request/submit
22. Select - Delinquent Time Sheet
23. The default value for the number of
24. You can schedule this report to run
25. Questions
26. Effort Reporting – Common Definitions Project –
27. Скачать презентацию
28. Похожие презентации

IntroductionWorkshop will be 2 hours total (½ hour instructed)Restroom LocationsPhone callsEmergency EvacuationMaterials (https://training.it.ufl.edu)

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Hp ppm – time approvers and resource pool managers

HP PPM – Time Approvers and Resource Pool ManagersJuly 8, 2014

IntroductionWorkshop will be 2 hours total (½ hour instructed)Restroom LocationsPhone callsEmergency EvacuationMaterials (https://training.it.ufl.edu)

Typically Time Approvers and Resource Pool Managers are the same person (supervisor).

To create or edit your personal page: Dashboard => Personalize DashboardSelect the “New Page” option

When the Note below appears you can check/uncheck the box and closeYou

Select “Add Portlets”Select “Time Management” from the “Category List”, then select “Find

Select “Approve Time Sheets” from the list and then select “Add”

You can now change the width of the portlet or set the

Filtering CriteriaTypically, you do not have to adjust any of the “Filtering

We are now going to add another portlet to this pageResource Pool

Select “Add Portlet”Choose “Resource Management” from the Category list

Select “Find Portlets”, scroll down to “Analyze Assignement Load”, check the box, and select “Add”.

Filtering – select the filtering icon Choose the Preferences (criteria) you wish

Now you can click on the “Back” arrow or after opening any

Your Time-Approvers portlet should look similar to below The “Time to Approve” column

The items highlighted are the ones being submitted to you for approval.

Your Resource Managers (Analyze Assignment Load) portlet should look similar to below The

Select “Assignment Details” to get even more details

Similarly you can add additional selections by adding more portlets on your

Delinquent Time Sheet Report You can request/submit a report to find out

The default value for the number of periods reviewed is three You

You can schedule this report to run routinely by configuring the “Schedule

Effort Reporting – Common Definitions Project – Effort to deliver new service

Effort Reporting – Principles for Unit Buckets Activities meaningful to staff –

Слайды презентации

Слайд 2 Introduction
Workshop will be 2 hours total (½ hour

instructed)
Restroom Locations
Phone calls
Emergency Evacuation
Materials (https://training.it.ufl.edu)

Слайд 3 Typically Time Approvers and Resource Pool Managers are

Typically Time Approvers and Resource Pool Managers are the same person

the same person (supervisor). There are typically two portlets

that can be added by this person to his Personalized Dashboard that will help them manage these tasks.
Time Approving Portlet
Analyze Assignment Load Portlet

Слайд 4 To create or edit your personal page: Dashboard

=> Personalize Dashboard

Select the “New Page” option

Слайд 5 When the Note below appears you can check/uncheck

When the Note below appears you can check/uncheck the box and

the box and close

You can now name the page

(typically you can use your first name) and add a portlet

Слайд 6 Select “Add Portlets”

Select “Time Management” from the “Category

Select “Add Portlets”Select “Time Management” from the “Category List”, then select

List”, then select “Find Portlets”

Let’s start with Time Approver

Слайд 7 Select “Approve Time Sheets” from the list and

then select “Add”

Слайд 8 You can now change the width of the

You can now change the width of the portlet or set

portlet or set the filtering criteria for the portlet.

Слайд 9 Filtering Criteria

Typically, you do not have to adjust

Filtering CriteriaTypically, you do not have to adjust any of the

any of the “Filtering Criteria” for Approve-Time since the

system will display by default all of the time sheets awaiting your approval. You may however want to set the “Sort” and “Number of Rows Displayed” values

Select Done

Слайд 10 We are now going to add another portlet

We are now going to add another portlet to this pageResource

to this page

Resource Pool Manager – Analyze Assignment Load

Слайд 11 Select “Add Portlet”

Choose “Resource Management” from the Category

list

Слайд 12 Select “Find Portlets”, scroll down to “Analyze Assignement

Load”, check the box, and select “Add”.

Слайд 13 You can now change the width of the

portlet or set the filtering criteria for the portlet.

Слайд 14 Filtering – select the filtering icon

Choose the

Filtering – select the filtering icon Choose the Preferences (criteria) you

Preferences (criteria) you wish to filter on (typically Resource

Pool). Select your resource pool

Choose the Time Period (month or week) and number of periods (typically only future)

Слайд 15 Now you can click on the “Back” arrow

Now you can click on the “Back” arrow or after opening

or after opening any other page, you will find

the page you just created under the “Private” selection in “Dashboard”.

Слайд 16 Your Time-Approvers portlet should look similar to below

The

Your Time-Approvers portlet should look similar to below The “Time to Approve”

“Time to Approve” column indicates how many hours of

the “Total Time” you should review for approval
Check the box on the left will activate the “Approve” button for a single or multiple lines
Selecting a “Time Period – Time Sheet #” will allow you to review details

Слайд 17 The items highlighted are the ones being submitted

The items highlighted are the ones being submitted to you for

to you for approval. You can individual select and

then Approve/Reject or approve all the items from the previous screen

Слайд 18 Your Resource Managers (Analyze Assignment Load) portlet should

Your Resource Managers (Analyze Assignment Load) portlet should look similar to

look similar to below

The blue line represents capacity

The colored

bars represent the load on the resources you defined in the filter criteria

Select “View Resource Breakdown” to see more details

Слайд 19 Select “Assignment Details” to get even more details

Слайд 20 Similarly you can add additional selections by adding

Similarly you can add additional selections by adding more portlets on

more portlets on your page or create more pages

by using the “Personalize Dashboard” selection

Values shown in red represent the load on a resource over 40hrs/week

Слайд 21 Delinquent Time Sheet Report

You can request/submit a

Delinquent Time Sheet Report You can request/submit a report to find

report to find out who has not submitted a

timesheet for this period or for multiple periods for your unit.

Create => Report

Слайд 22 Select - Delinquent Time Sheet

Слайд 23 The default value for the number of periods

The default value for the number of periods reviewed is three

reviewed is three

You must provide a value for “Grace

Period” (typically zero)

You can limit the report to only your unit

Слайд 24 You can schedule this report to run routinely

You can schedule this report to run routinely by configuring the

by configuring the “Schedule and Output Options” section.

You

can send this report as an email to a list of your choosing (names separated by semi-colon).

Additional groups can be included with “Add a Notification”

Слайд 25 Questions

Слайд 26 Effort Reporting – Common Definitions

Project – Effort to

Effort Reporting – Common Definitions Project – Effort to deliver new

deliver new service or enhance current service. May be

grow or transform.
Separately Named – Chartered and budgeted efforts requiring 80 or more hours
Enhancements – General grouping of small, not separately budgeted efforts to provide enhancement of current services

Run – Effort required to support and deliver current service portfolio. Defined by each unit based on activities and/or applications.

Overhead – Effort not attributable to specific project or service activity
Administration – Effort required to plan for, manage and administer the IT operation. Examples include strategic planning, campus outreach, staff meetings, staff evaluations, email, etc.
Leave – Vacation and sick leave
Professional development – Continuing professional education not attributable to specific project or service