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Clarity V12

Information Systems Group (ISG)

Contents

Introduction

Clarity

Open Workbench

Information Systems Group (ISG)

Introduction

Information Systems Group (ISG)

Course Objective

Provide training for prospective users of Clarity in CG India


Provide details of best practices to prospective users
Provide details of Dos and Don'ts to prospective users

Information Systems Group (ISG)

Target Audience

All prospective users of


Clarity in CG India

Information Systems Group (ISG)

Group Tools Initiatives


Engagement Management

Collaboration Management

CA - Clarity

TeamForge

Configuration Management

Interactive Communication

Subversion

MS Live Communication Server

No one tool will provide us with the functionality to address all our
requirements
Information Systems Group (ISG)

Support Structure
CA

COE
Technical Support

USER
ISG
Functional Support

Information Systems Group (ISG)

Clarity References
Reference materials: Deliver Intranet
E-learning modules: http://mylearning.capgemini.com
Support: Helpdesk India Helpdesk ISG Clarity Tool

(http://servicedesk.in.capgemini.com)

Information Systems Group (ISG)

Actions in Clarity

Project and Resource Set Up


Resource Tagging
Timesheets
Project Monitoring and Control

Information Systems Group (ISG)

Clarity

Information Systems Group (ISG)

Clarity Instances

Production Instance: http://empower.capgemini.com


Demo Instance: http://claritydemo.capgemini.com

Information Systems Group (ISG)

Pre-requisites
Users should raise a request with the Helpdesk and get their Clarity
Account setup
Users should also request for Project manager Access rights on their
respective projects
On receiving the login credentials:
Logon to: http://empower.capgemini.com
Enter your Username and Password on the login page

Information Systems Group (ISG)

Logon to Clarity

Username

Password

Information Systems Group (ISG)

Clarity Screen Layout


By default the Clarity Overview page will be displayed

Portlets
Settings and Help

Navigation Menu
Information Systems Group (ISG)

Clarity
Search / Access Project
View Project Properties
View Team Members
View, Create and Assign Tasks
Track Risks, Issues and Change Requests
Collaboration
Manage Documents
Create Action Items
Discussions
Use Calendar
View Project Dashboard
Project Planning using Open Workbench
Timesheets
Generate Standard Reports from Clarity
Generate Customized Reports from Open Workbench

Information Systems Group (ISG)

Search Project

Click on Projects link

Information Systems Group (ISG)

Search Project

Clicking on Show All


would enlist all the
projects you are
tagged under Clarity

Information Systems Group (ISG)

Search Project

Enter a wildcard character


* followed by the project
name or project ID in the
respective filter

Click on the Project name

Information Systems Group (ISG)

Clarity
Search / Access Project
View Project Properties
View Team Members
View, Create and Assign Tasks
Track Risks, Issues and Change Requests
Collaboration
Manage Documents
Create Action Items
Discussions
Use Calendar
View Project Dashboard
Project Planning using Open Workbench
Timesheets
Generate Standard Reports from Clarity
Generate Customized Reports from Open Workbench

Information Systems Group (ISG)

Project Properties
This has opened the Project Properties page

Shows the
details of
the project

Click on Add to
My Projects to
have the project
shortcut on your
overview page

Name of the project


manager

Information Systems Group (ISG)

Track mode should be


Clarity

Clarity
Search / Access Project
View Project Properties
View Team Members
View, Create and Assign Tasks
Track Risks, Issues and Change Requests
Collaboration
Manage Documents
Create Action Items
Discussions
Use Calendar
View Project Dashboard
Project Planning using Open Workbench
Timesheets
Generate Standard Reports from Clarity
Generate Customized Reports from Open Workbench

Information Systems Group (ISG)

Team
Click on Team tab to
view team members
Resource - Hard Book right allows you to tag
resources to the projects for which they require the
access

Staff will show you the list


of all team members
Allows you to hard book a
resource or role to a
project.

This column will indicate


whether or not they have
access to enter time
against this project

Information Systems Group (ISG)

Clarity
Search / Access Project
View Project Properties
View Team Members
View, Create and Assign Tasks
Track Risks, Issues and Change Requests
Collaboration
Manage Documents
Create Action Items
Discussions
Use Calendar
View Project Dashboard
Project Planning using Open Workbench
Timesheets
Generate Standard Reports from Clarity
Generate Customized Reports from Open Workbench

Information Systems Group (ISG)

Tasks

Click on Tasks

This will show


the tasks in your
project in a
random order

Information Systems Group (ISG)

Tasks

Click on the
+ sign to see
the levels
under it

This will show


the tasks under
the respective
Higher level

Information Systems Group (ISG)

Tasks

Click on the +
sign to see the
levels further
under it

To create a
new task

Delete a task if it has no


efforts booked against it
Assign a selected task to one
or more team members

Information Systems Group (ISG)

For a Gantt Chart view

Clarity

Track Risks, Issues and Change Requests


Risks
Issues
Change Requests

Information Systems Group (ISG)

Risks

To create a new
Risk, click on
New

Information Systems Group (ISG)

Click on Risks under


Risks/Issues/Changes tab

Risks

Enter details in all


fields marked as
required

Click on Submit
Information Systems Group (ISG)

Risks

This has created


a new Risk

Information Systems Group (ISG)

Clarity

Track Risks, Issues and Change Requests


Risks
Issues
Change Requests

Information Systems Group (ISG)

Issues

Click on Issues under


Risks/Issues/Changes tab
To create a new
Issue, click on New

Information Systems Group (ISG)

Issues

Enter details in all


fields marked as
required

Click on Submit
Information Systems Group (ISG)

Issues

This has created a


new Issue

Information Systems Group (ISG)

Clarity

Track Risks, Issues and Change Requests


Risks
Issues
Change Requests

Information Systems Group (ISG)

Change Requests

Click on Change Requests under


Risks/Issues/Changes tab
To create a new
Change
Request, click
on New

Information Systems Group (ISG)

Change Requests

Enter details in all


fields marked as
required

Click on Submit

Information Systems Group (ISG)

Change Requests

This has created a


new Change Request

Information Systems Group (ISG)

Clarity
Search / Access Project
View Project Properties
View Team Members
View, Create and Assign Tasks
Track Risks, Issues and Change Requests
Collaboration
Manage Documents
Create Action Items
Discussions
Use Calendar
View Project Dashboard
Project Planning using Open Workbench
Timesheets
Generate Standard Reports from Clarity
Generate Customized Reports from Open Workbench

Information Systems Group (ISG)

Documents

Click on
Documents under
Collaboration tab

Information Systems Group (ISG)

Click here

Documents

Click on Add Documents if you want to


add documents directly under this folder
or click New Folder to create a new
folder under it

Information Systems Group (ISG)

Documents

Fill details for


the new Folder
Click on Submit

Information Systems Group (ISG)

Documents

New Folder
is created

Information Systems Group (ISG)

Documents

Choose Add
Documents

Information Systems Group (ISG)

Documents

Click on
ADD

Information Systems Group (ISG)

Browse
Document/s to
be attached

Documents

The document has


been added

Information Systems Group (ISG)

Clarity
Search / Access Project
View Project Properties
View Team Members
View, Create and Assign Tasks
Track Risks, Issues and Change Requests
Collaboration
Manage Documents
Create Action Items
Discussions
Use Calendar
View Project Dashboard
Project Planning using Open Workbench
Timesheets
Generate Standard Reports from Clarity
Generate Customized Reports from Open Workbench

Information Systems Group (ISG)

Action Items

Click on
Collaboration tab
Click on Action Items
Click on New

Information Systems Group (ISG)

Action Items
Enter details in the
Required fields identified
by a red asterix next to the
field name

Click either Save or


Submit

Information Systems Group (ISG)

Action Items

The Action Item


is created

Information Systems Group (ISG)

Action Items

You may click on


the Item name to
edit it
The assignee can change the
status based on the work
done against it

Information Systems Group (ISG)

Clarity
Search / Access Project
View Project Properties
View Team Members
View, Create and Assign Tasks
Track Risks, Issues and Change Requests
Collaboration
Manage Documents
Create Action Items
Discussions
Use Calendar
View Project Dashboard
Project Planning using Open Workbench
Timesheets
Generate Standard Reports from Clarity
Generate Customized Reports from Open Workbench

Information Systems Group (ISG)

Discussions

Click on Discussions
under Collaboration tab
Click New to
create a new
topic

Information Systems Group (ISG)

Discussions

Enter the
required details

Click on Submit

Information Systems Group (ISG)

Discussions

Once a new topic is


created others can
respond by clicking
on the topic name

Information Systems Group (ISG)

Discussions

Click on New to submit


your response

Information Systems Group (ISG)

Discussions

Your response
is displayed

Information Systems Group (ISG)

Clarity
Search / Access Project
View Project Properties
View Team Members
View, Create and Assign Tasks
Track Risks, Issues and Change Requests
Collaboration
Manage Documents
Create Action Items
Discussions
Use Calendar
View Project Dashboard
Project Planning using Open Workbench
Timesheets
Generate Standard Reports from Clarity
Generate Customized Reports from Open Workbench

Information Systems Group (ISG)

Calendar

Choose the
type of view
Click on the
+ sign to
create a
calendar
item

Information Systems Group (ISG)

Click on Calendar
under Collaboration tab

Click on a
day to open
its schedule

Calendar

Enter the
details as
required

Click on
Submit

Information Systems Group (ISG)

Calendar

You can also view or create


a new item from the
Events link

This has created


an Item / Event in
Clarity Calendar

Information Systems Group (ISG)

Clarity
Search / Access Project
View Project Properties
View Team Members
View, Create and Assign Tasks
Track Risks, Issues and Change Requests
Collaboration
Manage Documents
Create Action Items
Discussions
Use Calendar
View Project Dashboard
Project Planning using Open Workbench
Timesheets
Generate Standard Reports from Clarity
Generate Customized Reports from Open Workbench

Information Systems Group (ISG)

Dashboard

Click on Dashboard

This tab shows the


Summary information of
the project

Information Systems Group (ISG)

Clarity
Search / Access Project
View Project Properties
View Team Members
View, Create and Assign Tasks
Track Risks, Issues and Change Requests
Collaboration
Manage Documents
Create Action Items
Discussions
Use Calendar
View Project Dashboard
Project Planning using Open Workbench
Timesheets
Generate Standard Reports from Clarity
Generate Customized Reports from Open Workbench

Information Systems Group (ISG)

Open Workbench

Information Systems Group (ISG)

Actions in Workbench

Work Breakdown Structure created


Dependencies created
Resource Assignment
Project Tracking and Monitoring
Customized Reports generated through Views

Information Systems Group (ISG)

Open Workbench

Information Systems Group (ISG)

Program / Project / Sub-project

Program
A project marked as a program becomes a program. The difference then is
that it can be opened only in read mode and is used to manage a portfolio of
projects under it.

Project
A project is a set of activities designed to achieve a specific objective. Its key
elements are tasks, which define project work, and staff, who perform it.

Sub Project
A sub project is also a project. It is known as a sub project only if it is added as
subproject to any project.
Information Systems Group (ISG)

Structure of Projects in Clarity (1)

Program

Program
Main Project

Main Project
Task list

Task List

Information Systems Group (ISG)

Structure of Projects in Clarity (2)


Program

Program

Main Project
Project
SubProjects
Sub
Task list

Information Systems Group (ISG)

Main Project

Sub Project

Sub Project

Task List

Task List

Structure of Projects in Clarity (3)


Program

Program

Sub
SubProjects
Project

Main Project

Main Project

Sub Project

Task
List

Task
list
Task List
Information Systems Group (ISG)

Task
List

Sub Project

Task
List

Activities by a Project Manager

Open Project in Open Workbench


Create Work Breakdown Structure (WBS)
Create Dependencies between Tasks
Assign Resources to Tasks
Autoschedule
Apply Constraints
Baseline

Information Systems Group (ISG)

Open Project
Open the project properties page to open it in Workbench

Click on Go

Information Systems Group (ISG)

Open Workbench
Once you click on Go from Clarity the project opens in Open Workbench provided
you have been granted edit access on the project

Go

Open Workbench is the client application that needs to be installed on your machine

Information Systems Group (ISG)

Activities by a Project Manager

Open Project in Open Workbench


Create Work Breakdown Structure (WBS)
Create Dependencies between Tasks
Assign Resources to Tasks
Autoschedule
Apply Constraints
Baseline

Information Systems Group (ISG)

Create WBS Levels


Click on Tools >> Options >> WBS

Information Systems Group (ISG)

Create WBS Levels


In Open Workbench you can define WBS levels which help you to divide the
whole project work into manageable parts and will also enable you to report at a
particular level
Default WBS hierarchy is Phase > Activity > Task (Default lowest level)

Phase

Activity

Task

Information Systems Group (ISG)

Task

Activity

Task

Task

Create WBS Levels


However you can define your own WBS levels by entering the level name in an
order
You can modify it as Phase > Activity > Sub-Activity > Task (Default lowest level)

Phase
Activity

Activity

Information Systems Group (ISG)

Task

Task

Task

Task

Task

Task

Task

Task

Sub-act Sub-act Sub-act Sub-act

Activities by a Project Manager

Open Project in Open Workbench


Create Work Breakdown Structure (WBS)
Create Dependencies between Tasks
Assign Resources to Tasks
Autoschedule
Apply Constraints
Baseline

Information Systems Group (ISG)

Create Dependencies
Now that the plan is created, we can define Dependencies between the tasks.
However, it is not mandatory to define dependant tasks in your project plan.
There are Four Dependency types:
1.Finish Start
2.Finish Finish
3.Start Start
4.Start Finish

Information Systems Group (ISG)

Create Dependencies
Finish-Start
Predecessor

Coding
Successor

Testing

Finish-Finish
Predecessor

Code Review

Successor

Code Rework

Start-Start
Predecessor

Test Cases

Successor

Test Case Results

Start-Finish
Predecessor
Successor
Information Systems Group (ISG)

Integration of the Modules


Module Development

Open Workbench

Dependencies can be created through:


1. Spreadsheet Views
2. CPM Network View
3. Task Dialogue Boxes

Information Systems Group (ISG)

Create Dependencies (Spreadsheet View)

Select tasks if they are positioned in an


order of execution

Information Systems Group (ISG)

Create Dependencies (Spreadsheet View)

Right Click and click on make chain to


create a chain dependencies

Information Systems Group (ISG)

Open Workbench

Dependencies can be created through:


1. Spreadsheet Views
2. CPM Network View
3. Task Dialogue boxes

Information Systems Group (ISG)

Create Dependencies (CPM Network View)

Click on Favorites

Information Systems Group (ISG)

Create Dependencies (CPM Network View)

Open CPM Network view

Information Systems Group (ISG)

Create Dependencies (CPM Network View)

Click on One task box and drag and


drop the line on the other dependant
task box to create dependency
between them

Information Systems Group (ISG)

Open Workbench

Dependencies can be created through:


1. Spreadsheet Views
2. CPM Network View
3. Task Dialogue boxes

Information Systems Group (ISG)

Create Dependencies (Task Dialogue Boxes)

Select the task row


header, right click
and select
Dependencies

Information Systems Group (ISG)

Create Dependencies (Task Dialogue Boxes)

Select the task from the list below and


either add it as a predecessor or
successor
Information Systems Group (ISG)

Create Dependencies (Task Dialogue Boxes)

Information Systems Group (ISG)

Create Dependencies (Task Dialogue Boxes)


You can also define positive lags and negative lags between the dependant tasks
Predecessor
Default
Successor
3 Days
Positive Lag = +3

Predecessor
Successor

3 Days
Negative Lag = -3

Predecessor
Successor

Information Systems Group (ISG)

Create Dependencies (Task Dialogue Boxes)

Enter a positive or negative


number to create a gap or
an overlap respectively

Information Systems Group (ISG)

Activities by a Project Manager

Open Project in Open Workbench


Create Work Breakdown Structure (WBS)
Create Dependencies between Tasks
Assign Resources to Tasks
Autoschedule
Apply Constraints
Baseline

Information Systems Group (ISG)

Resource Assignments
Resources can be assigned in two ways:
1. Through Spreadsheet
You can drag a resource row and drop it over a task row and vice versa to
assign a resource to one or more tasks. Similarly you can also select
one or more task rows and drop them on one resource or select one or
more resources and drop it over one task to make multiple assignments
2. Through Task Property Dialogue Box
You can double click a task row header and select the resources to be
assigned to the selected task but not vice versa

Information Systems Group (ISG)

Resource Release

The only way to remove


resources from a task,
is using the dialogue
box.
We will remove Heather
from this task.
Select Heather using
the row selector.
Click on Release, and
Heather is removed
from the Assigned
Resources list.
Note: You are not
allowed to release a
resource if they have
actual usage.

Information Systems Group (ISG)

Transfer Assignments

Click on Transfer
Assignments

Information Systems Group (ISG)

Transfer Assignments

Select the task to


be transferred

Information Systems Group (ISG)

Click > to transfer


selected task or the
ALL tab below to
transfer all tasks

Estimated Time to Complete (ETC)

Estimated time to complete is a projection of the time and / or effort


required to complete a project activity
Estimated time to complete is a value that is expressed in hours of work
required to complete a task or project
During the initial stages of project planning one of the main objectives is
to get a realistic estimation of time to complete. Estimating the time to
complete is one component of the project plan

Information Systems Group (ISG)

Estimated Time to Complete (ETC)


ETC defines the number of hours that are estimated to complete a project or task. Once a project
or task is underway, ETC reflects the number of remaining hours estimated to complete the project.

Once a resource is
assigned enter an ETC

Information Systems Group (ISG)

Done Till Now

Done till now:


WBS levels created
Plan created in Workbench
Resources assigned to tasks
Each resource assigned with an ETC (Estimated time to Complete)
for each assignment

Next:

Information Systems Group (ISG)

Next

Dates to be adjusted
according to
dependencies assigned
for each task

Duration to be
calculated and updated
based on the ETC
entered

Resource over
commitment to
be resolved

Information Systems Group (ISG)

ETC to be
distributed

Activities by a Project Manager

Open Project in Open Workbench


Create Work Breakdown Structure (WBS)
Create Dependencies between Tasks
Assign Resources to Tasks
Autoschedule
Apply Constraints
Baseline

Information Systems Group (ISG)

Autoschedule

Click on Tools >> Autoschedule

Information Systems Group (ISG)

Autoschedule

Click OK

Give a Start Date to a


project or the list of
tasks to be
autoscheduled

Information Systems Group (ISG)

Autoschedule
Auto schedule has
distributed the ETC

Auto schedule has


adjusted Duration
according to the ETC
assigned
Auto schedule has
adjusted dates according
to the dependencies

Resource over commitment


has been resolved

Information Systems Group (ISG)

Activities by a Project Manager

Open Project in Open Workbench


Create Work Breakdown Structure (WBS)
Create Dependencies between Tasks
Assign Resources to Tasks
Autoschedule
Apply Constraints
Baseline

Information Systems Group (ISG)

Constraint Locked Task

The Start date of a


locked task will not
change even if the end
date of its predecessor
task changes

Information Systems Group (ISG)

Constraint Fixed Task

This will allow you to distribute this ETC of 8 hrs over two days instead of
the default one day distribution

You may increase or


decrease the duration of a
Task irrespective of the ETC
assigned by checking on
fixed and changing the
duration manually

Information Systems Group (ISG)

Loading Patterns

There are 5 loading patterns:


1.
2.
3.
4.
5.

Front
Back
Contour
Uniform
Fixed

Information Systems Group (ISG)

Loading Patterns - Front


Examples on each Loading Pattern
1.Front: Allocates usage in the task as early as possible

Information Systems Group (ISG)

Loading Patterns - Front


After Autoschedule

Information Systems Group (ISG)

Loading Patterns - Back


2. Back: Allocates usage in the task as late as possible

Information Systems Group (ISG)

Loading Patterns - Back


After Autoschedule

Information Systems Group (ISG)

Loading Patterns - Contour


3. Contour: Attempts to allocate the same usage amount for each day of the tasks duration,
contingent on resource availability

Information Systems Group (ISG)

Loading Patterns - Contour


After Autoschedule

Information Systems Group (ISG)

Loading Patterns - Uniform


4. Uniform: Allocates the same usage amount for the days within the tasks duration. During
Autoschedule, a uniform-loaded task may be shifted to a later date in the schedule, if there
is an over commitment of resources

Information Systems Group (ISG)

Loading Patterns - Uniform


After Autoschedule

Information Systems Group (ISG)

Loading Patterns - Fixed


4. Fixed: This pattern is used to allocate resource usage to meet your specifications

Information Systems Group (ISG)

Loading Patterns - Fixed


After Autoschedule

Information Systems Group (ISG)

Loading Patterns - Contour v/s Uniform


Difference in Contour and Uniform when Fixed Loading Pattern comes into Picture

Information Systems Group (ISG)

Loading Patterns - Contour v/s Uniform


After Autoschedule

Information Systems Group (ISG)

Autoschedule
Autoschedule will NOT:
Change the duration of a fixed duration task
Reassign resources
Change the total usage of a task
Move Completed tasks, tasks that are Locked for scheduling, or Fixed
Loaded tasks

Information Systems Group (ISG)

Activities by a Project Manager

Open Project in Open Workbench


Create Work Breakdown Structure (WBS)
Create Dependencies between Tasks
Assign Resources to Tasks
Autoschedule
Apply Constraints
Baseline

Information Systems Group (ISG)

Baseline
Baseline creates a snapshot for later comparison with the then current plan in order to
track variances

You may do either of the following :


1.Baseline the entire project
To be done when the as-of-date plan is created
1.Baseline only the selected tasks
To be done when there are additions to your original base lined plan. Select only the newly
added tasks and baseline them. These baselines will be appended to the original baseline
thus maintaining only one baseline

Information Systems Group (ISG)

Baseline (Entire Project)

Select Baselines > Set Baselines

Information Systems Group (ISG)

Baseline (Selected Tasks)

Select Baselines > Set Baselines

Information Systems Group (ISG)

Clarity
Search / Access Project
View Project Properties
View Team Members
View, Create and Assign Tasks
Track Risks, Issues and Change Requests
Collaboration
Manage Documents
Create Action Items
Discussions
Use Calendar
View Project Dashboard
Project Planning using Open Workbench
Timesheets
Generate Standard Reports from Clarity
Generate Customized Reports from Open Workbench

Information Systems Group (ISG)

Clarity Timesheets

Opening a Timesheet in Clarity

Different Scenarios for Filling up of Timesheets

Task Assigned to the Resource

Task not Assigned to the Resource

Submitting Timesheets

Approving Timesheets

Status Check

Timesheets Modifications

Notification to Resources

Information Systems Group (ISG)

Opening a Timesheet in Clarity


1. Login into Clarity
2. Click the timesheets link in the navigation pane

3. Click the on the clock icon


of the timesheet group that contains the day against
which you want to book time
Information Systems Group (ISG)

Opening a Timesheet in Clarity


4. Once you open your timesheet by clicking on the clock
group then the following screen will be displayed:

Information Systems Group (ISG)

icon of the timesheet

Clarity Timesheets

Opening a Timesheet in Clarity

Different Scenarios for Filling up of Timesheets

Task Assigned to the Resource

Task not Assigned to the Resource

Submitting Timesheets

Approving Timesheets

Status Check

Timesheets Modifications

Notification to Resources

Information Systems Group (ISG)

Different Scenarios for Filling Up of Timesheets

Information Systems Group (ISG)

Task Assigned to the Resource


Clicking on Populate, populates all the tasks in the timesheet that are assigned to you
as below

ETC is the time


planned on
this task
Click on this icon
to add a note

ETC is shown as a tooltip

Click on the task name to see the start date and end date of the task.
You can now enter the time for the tasks assigned to you
Information Systems Group (ISG)

Different Scenarios for Filling Up of Timesheets

Information Systems Group (ISG)

Task Not Assigned to the Resource

After you populate, click the Add Task tab. This will take you to the following screen

Information Systems Group (ISG)

Task Not Assigned to the Resource

Can group by Task Hierarchy to see


the Hierarchy above the task

From the drop down in the above snapshot select Not Assigned and click filter
On doing so, you will get a list of tasks that were not assigned to you.
Check the check box next to the task against which you want to fill time and then
click Add
This will add this task to your timesheet enabling you to enter time against this task.
Information Systems Group (ISG)

Clarity Timesheets

Opening a Timesheet in Clarity

Different Scenarios for Filling up of Timesheets

Task Assigned to the Resource

Task not Assigned to the Resource

Submitting Timesheets

Approving Timesheets

Status Check

Timesheets Modifications

Notification to Resources

Information Systems Group (ISG)

Submitting the Timesheet

After you fill the timesheet click on Submit for Approval


In order to book time daily one can save the timesheet and submit it at the end of
the week
Once you save or submit it, it will deduct the number of hours in ETC column with the
time you have already entered and at the same time the total number of hours that
you have already entered will be shown in the total column
Information Systems Group (ISG)

Clarity Timesheets

Opening a Timesheet in Clarity

Different Scenarios for Filling up of Timesheets

Task Assigned to the Resource

Task not Assigned to the Resource

Submitting Timesheets

Approving Timesheets

Status Check

Timesheets Modifications

Notification to Resources

Information Systems Group (ISG)

Approving the Timesheet


The Person having the Approve time rights on the resource can approve that
resources timesheet

Filter with the Resource Name and also with the status in the Timesheet status
Information Systems Group (ISG)

Approving the Timesheet


Open the timesheet of the resource and Approve or Return the timesheet

Information Systems Group (ISG)

Clarity Timesheets

Opening a Timesheet in Clarity

Different Scenarios for Filling up of Timesheets

Task Assigned to the Resource

Task not Assigned to the Resource

Submitting Timesheets

Approving Timesheets

Status Check

Timesheets Modifications

Notification to Resources

Information Systems Group (ISG)

Check Timesheet Status


One can check the status of his timesheet by selecting the status in the timesheet
status box and clicking on the filter tab

Information Systems Group (ISG)

Timesheet Status
1. OPEN
Unsubmitted timesheets awaiting to be filled for the first time
2. RETURNED
In case of corrections:
Submitted timesheets can be Returned by the resource
Approved timesheets can be Returned by the timesheet approver
3. SUBMITTED
Timesheets filled and awaiting approval
4. APPROVED
Submitted timesheets when approved
5. POSTED
Approved timesheets get Posted after a back-end job is executed on Clarity
server subsequently reflecting those efforts on Workbench
Information Systems Group (ISG)

Clarity Timesheets

Opening a Timesheet in Clarity

Different Scenarios for Filling up of Timesheets

Task Assigned to the Resource

Task not Assigned to the Resource

Submitting Timesheets

Approving Timesheets

Status Check

Timesheets Modifications

Notification to Resources

Information Systems Group (ISG)

Timesheets Modifications
A submitted timesheet can be modified at three stages:
1.When the timesheet is submitted but not approved
If the timesheet is submitted then the resource has an option to modify his timesheet by
either returning the timesheet himself with his login or by asking his timesheet approver to return
his timesheet, provided that the timesheet has not been approved

Return
Timesheet
Information Systems Group (ISG)

Timesheets Modifications
2. When the timesheet is approved but not posted
The timesheet approver can return the Timesheet before the status changes to Posted

Return Timesheet

Information Systems Group (ISG)

Timesheets Modifications
3. When the timesheet is approved and posted
You can adjust the time entered in the timesheet even after it is approved by opening the
timesheet and then clicking on the Adjust tab as shown below

Clicking the Adjust tab will


enable you to re-enter time

NOTE: Once the timesheet is adjusted it has to again pass through the same cycle of:
Submitting Approving Posting
Information Systems Group (ISG)

Timesheets Modifications
Open

Submitted

Yes

Any
changes
to be done
??

Return

No

Timesheet can either be


returned by the Resource
himself or by the Approver and
the resource can then modify
the same

Approved

Yes

Any
changes
to be done
??

Return
No

Resource can now do the


required changes and the
timesheet again follows
the entire above process

Posted

Yes
Adjust

Information Systems Group (ISG)

Any
changes
to be done
??

Timesheet can be returned by


the Approver and the resource
can then modify the same

Clarity Timesheets

Opening a Timesheet in Clarity

Different Scenarios for Filling up of Timesheets

Task Assigned to the Resource

Task not Assigned to the Resource

Submitting Timesheets

Approving Timesheets

Status Check

Timesheets Modifications

Notification to Resources

Information Systems Group (ISG)

Timesheet Notification
If the Timesheet approver wants to send a reminder to his resource to enter his
timesheet The timesheet approver should check the checkbox provided besides every timesheet
group and click on notify

This will send a notification through outlook as well as a notification on the overview
page of Clarity under Notifications
Information Systems Group (ISG)

Clarity
Search / Access Project
View Project Properties
View Team Members
View, Create and Assign Tasks
Track Risks, Issues and Change Requests
Collaboration
Manage Documents
Create Action Items
Discussions
Use Calendar
View Project Dashboard
Project Planning using Open Workbench
Timesheets
Generate Standard Reports from Clarity
Generate Customized Reports from Open Workbench

Information Systems Group (ISG)

Clarity Reports

1. Clarity Reports
2. Report Layout
3. Generate Report
4. Download Report
5. Sample Reports

Information Systems Group (ISG)

Clarity Reports

Click on Reports and Jobs

Information Systems Group (ISG)

Clarity Reports

Filter by the Report Type

Information Systems Group (ISG)

Clarity Reports

Click on Add to
My Reports to
have the report
shortcut on your
overview page
Information Systems Group (ISG)

Clarity Reports

1. Clarity Reports
2. Report Layout
3. Generate Report
4. Download Report
5. Sample Reports

Information Systems Group (ISG)

Report Layout

Enter the
required
parameters

Information Systems Group (ISG)

Report Layout

Select immediately if the


output is expected
immediately

Select scheduled if
the output is
expected on a given
date and time
Set the
notification
criteria

Enter details if
the report has
to be
scheduled

Click on
Submit
Information Systems Group (ISG)

Select the user who


should get a mail with a
link to the report
irrespective of his access

Clarity Report

1. Clarity Reports
2. Report Layout
3. Generate Report
4. Download Report
5. Sample Reports

Information Systems Group (ISG)

Generate Report

Click on Submit to
generate the report

Give the inputs


to the report

Information Systems Group (ISG)

Generate Report

Based on the options selected, the report will either generate:


Scheduled
The report link will be sent to the person generating the report. Once
you click on the link the report opens.
Immediately
The report will open immediately.

Information Systems Group (ISG)

Generate Report

This will open


up the report

Information Systems Group (ISG)

Clarity Reports

1. Clarity Reports
2. Report Layout
3. Generate Report
4. Download Report
5. Sample Reports

Information Systems Group (ISG)

Download Report

Click on
Download

Information Systems Group (ISG)

Download Report

Select Excel data"

Click on All
Click on
Save Report

Information Systems Group (ISG)

Download Report
The report is displayed in a spreadsheet like the below snapshot.

Information Systems Group (ISG)

Clarity Reports

1. Clarity Reports
2. Report Layout
3. Generate Report
4. Download Report
5. Sample Reports

Information Systems Group (ISG)

Sample Reports: Capgemini - Timesheet Extract - Custom Range


Report shows number of actual hours entered by resources on each task day wise for the selected time period.

Enter the required


parameters

Information Systems Group (ISG)

Sample Reports: Capgemini - Timesheet Extract - Custom Range


Micros oft Office
Excel 97-2003 Works heet

Information Systems Group (ISG)

Sample Reports: Capgemini - Weekly Timesheet Tracking


Report shows weekly open, submitted, rejected approved and posted timesheets status for the selected
project.

Enter the
required
parameters

Information Systems Group (ISG)

Sample Reports: Capgemini - Weekly Timesheet Tracking

Micros oft Office


Excel 97-2003 Works heet

Information Systems Group (ISG)

Sample Report: Capgemini - Timesheet Status Report


Report shows week-wise open, submitted, rejected approved and posted timesheets status on OBS level.
Enter the
required
parameters

Information Systems Group (ISG)

Sample Report: Capgemini - Timesheet Status Report

Micros oft Office


Excel 97-2003 Works heet

Information Systems Group (ISG)

Sample Report: Capgemini Base Data Extract JOB

Click on
Jobs

Click on
Reports and
Jobs link

Information Systems Group (ISG)

Enter *Base
in Job Type

Select Capgemini Base


Data Extract JOB

Sample Report: Capgemini Base Data Extract JOB


Give a job name so that you can
filter the job later
Put in the
parameters
based on
Enter
the
required ( Similar to the
your requirement.
parameters
Capgemini
BDE)
Submit the Job

Click on
Submit

Information Systems Group (ISG)

Sample Report: Capgemini Base Data Extract JOB

Information Systems Group (ISG)

Logon to FTP Server


One of the Pre-requisites is to install
Core FTP

Following are the login credentials:


Host/IP/URL: puli.capgemini.com
Username: repository
Password: w09sASa83fxC

Information Systems Group (ISG)

Core FTP

Logon to FTP Server

You can download the file from the FTP server after connecting & then double clicking on the right hand side
The file will get downloaded to the folder selected on the left hand side
Information Systems Group (ISG)

Conversion of the downloaded file

The file that has been downloaded is a CSV file


You have to convert the file into excel by using the normal file
conversion process in excel

Information Systems Group (ISG)

Sample Report
Capgemini Base Data Extract Job
Report shows posted actual hours for 13 time periods from the centre date for the selected project and
timescale.

Micros oft Office


Excel Worksheet

Information Systems Group (ISG)

Clarity
Search / Access Project
View Project Properties
View Team Members
View, Create and Assign Tasks
Track Risks, Issues and Change Requests
Collaboration
Manage Documents
Create Action Items
Discussions
Use Calendar
View Project Dashboard
Project Planning using Open Workbench
Timesheets
Generate Standard Reports from Clarity
Generate Customized Reports from Open Workbench

Information Systems Group (ISG)

Customized Views

Create a New Workbench View

Edit an Existing Workbench View

Save Workbench View

View Workbench View

Tabulate Workbench View

Information Systems Group (ISG)

Create a View

Click on View

Information Systems Group (ISG)

Create a View

Choose Compose >> View

Information Systems Group (ISG)

Create a View

This region displays


the view layout

Information Systems Group (ISG)

Create a View

These folders contain


fields that can be
inserted on the view
layout to the right

Information Systems Group (ISG)

Create a View
Fields from the folders have to be inserted to the view layout on the right

Information Systems Group (ISG)

Create a View
View layout is horizontally divided into three sections

Project level
information
Task level
section
information
section

Resource
level
information
section

Information Systems Group (ISG)

Create a View

Click on a cell within


these layout
sections to identify
the fields that can be
inserted from the
folders on the left

In
the aabove
Project
is not
which
means that
fields are
from
Once
cell isexample
selected,
all theinformation
fields that can
be highlighted
inserted into
that particular
section
Project
information
cannotthat
be only
inserted
into the
selected
section
highlighted
in bold. folder
This means
the fields
that
are in bold
can be inserted in that
section.
Information Systems Group (ISG)

Create a View

Select a column

Information Systems Group (ISG)

Create a View

Right click
and choose
insert

Information Systems Group (ISG)

Create a View

This has inserted


a new column

Information Systems Group (ISG)

Create a View

Double click to view


the subfolders under it

Information Systems Group (ISG)

Create a View

Double click the


subfolders to view
the fields under it

Information Systems Group (ISG)

Create a View

Select the
fields to be
inserted

Information Systems Group (ISG)

Create a View

Drag it and drop it


in the appropriate
section

Information Systems Group (ISG)

Create a View

Click on OK

Drag it and drop it in the


appropriate section

Information Systems Group (ISG)

Create a View

This has created a


view using the
fields inserted in
the field layout

Information Systems Group (ISG)

Customized Views

Create a New Workbench View

Edit an Existing Workbench View

Save Workbench View

View Workbench View

Tabulate Workbench View

Information Systems Group (ISG)

Edit a View
To edit an existing view select the view and press F3 key on your keyboard

Add
additional
fields as
required

Click on
OK

Information Systems Group (ISG)

Customized Views

Create a New Workbench View

Edit an Existing Workbench View

Save Workbench View

View Workbench View

Tabulate Workbench View

Information Systems Group (ISG)

Save a View

Select view

Information Systems Group (ISG)

Save a View

Choose Save view

Information Systems Group (ISG)

Save a View

Select Create to
create a new view or
Replace to replace
the existing view

Information Systems Group (ISG)

Customized Views

Create a New Workbench View

Edit an Existing Workbench View

Save Workbench View

View Workbench View

Tabulate Workbench View

Information Systems Group (ISG)

View Workbench View


Each field in the dialogue box shows the relevant details in the view

Information Systems Group (ISG)

Customized Views

Create a New Workbench View

Edit an Existing Workbench View

Save Workbench View

View Workbench View

Tabulate Workbench View

Information Systems Group (ISG)

Tabulate
Fields that can be tabulated are:-

Task Information:
1.
2.
3.
4.

Task Actual Usage


Task Baseline Usage
Task Usage variance
Task Estimate to Complete

Resource Information:
1.
2.
3.
4.

Assignment Actual Usage


Assignment Baseline Usage
Assignment Usage variance
Assignment Estimate to Complete

Information Systems Group (ISG)

Tabulate

Double click on either


of the Double
inserted
fields
click on an effort data field

Information Systems Group (ISG)

Tabulate

Click OK

Check on Tabulate

Check the Tabulate


check box and click
on OK

Information Systems Group (ISG)

Tabulate

Click OK

This has inserted the


Time Scale field

Information Systems Group (ISG)

Tabulate

Double click
on
Timescale to set your
dates accordingly

Data is now tabulated


anywhere
weekly

Information Systems Group (ISG)

Tabulate

Mention the number of


periods

Choose on e of the
period types

Set the required


parameters

Information Systems Group (ISG)

Tabulate

This has changed the


period type to days

Information Systems Group (ISG)

Tabulate

Choose customized to
get summarized data for
a specific period

You may also


customize the dates
accordingly

Information Systems Group (ISG)

Tabulate

Give a user defined start


and end date

Information Systems Group (ISG)

Tabulate

This gives you


summarized data for the
selected period

Information Systems Group (ISG)

Any
Questions

Information Systems Group (ISG)

Information Systems Group (ISG)

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