Central Public Works Department

Project: ERP Implementation (eNIRMIT)

Work Stream: Works Lifecycle Management

Document: User Process Manual for UAT

Process: Project Owner (Client) Onboarding

Author: Kuldeep Bidalia 1 2021-11-

2015
Version History

Version Changed By Date Change Remarks

V1.0 Kuldeep Bidalia 15.06.2023 Initial submission

Author: Kuldeep Bidalia 2 2021-11-

2015
1. Contents
1. PURPOSE OF THE DOCUMENT .............................................................................................................. 4
2. PREREQUISITES ....................................................................................................................................... 5
3. CLIENT ONBOARDING PROCESS .......................................................................................................... 6
3.1. Logon ...................................................................................................................................................... 6
3.2. Project Owner (Client) Onboarding ..................................................................................................... 7
3.2.1. Home Screen ........................................................................................................................................ 7
3.2.2. Master Data creation ............................................................................................................................ 8
3.2.3. Project Owner (Client) Creation .......................................................................................................... 13
3.2.4. Project Owner (Client) Change ........................................................................................................... 16
3.2.5. Project Owner (Client) Display ........................................................................................................... 18

Author: Kuldeep Bidalia 3 2021-11-

2015
1. Purpose of the document
CPWD executes numerous projects on behalf of the Project Owners (Client) specially customers from the
government sector. As part of ERP initiative each client will be treated as a unique master data and client will
have a profile on CPWD portal and a dashboard for performing actions such as approvals, progress
monitoring, etc. Client creation is very first step to enable client to access client dashboard.
Client or Project Owner is maintained in below Hierarchy-
L1 Ministry
L2 Organization
L3 Project Owner (Client)
This document describe steps to maintain data for these 3 levels.
L1 and L2 i.e. Ministry & Organization are treated as central master data, they will be managed by the DDG
Works.
L3 i.e. Client will be created by the field Executive Engineers. If Ministry and/or Organization data is not
found then raise ITSM ticket with the details. DDG Works will maintain the same.

Author: Kuldeep Bidalia 4 2021-11-

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2. Prerequisites
Sl.
No. Prerequites
1 Laptop/Desktop in working condition should be available.
2 Smooth Internet connectivity is essential.
3 Following WEB Browser should alreay be installed in the computer.
3.1 Google Chrome
3.2 Microsoft Edge (formerly Internet Explorer)
3.3 Mozilla Firefox
4 Training manual should be downloaded in the system
5 User should have SAP credentials and authorisations
6 App Microsoft team should be installed in the computer.
The user should be located at a place where he can attend the meeting and
7 listen the discussion comfortably.

Author: Kuldeep Bidalia 5 2021-11-

2015
3. Client Onboarding process
3.1. Logon
Logon – use this link to access Training Environment.
https://e-nirmit.cpwd.gov.in/ > Take cusrsor on Login > Training Environment

Sign in screen will appear, login with ADFS credentials-

In case if you forget your password,you can contact the support team to reset your password.
Support team's details: Mail ID : cpwd.support@TechMahindra.com
Helpdesk Toll Free Number : 1800-180-3286

Author: Kuldeep Bidalia 6 2021-11-

2015
Select the Work Lifecycle Management (WLCM) to proceed further.

3.2. Project Owner (Client) Onboarding

3.2.1. Home Screen
Following screen will appear, please note that nos. of tiles on the screen can vary based on individuals
authorizations.

Once Fiori Tiles screen is loaded then carry out below actions-
Step 1 : Select “More Groups” Icon, it will lead a drill down option list.
Step 2 : Select ‘WLCM” Group from the options.
Below screen will appear containing WLCM tiles.

Author: Kuldeep Bidalia 7 2021-11-

2015
In the "Project Owner (Client) Onboaring" following 3 tiles will appear-

1. Project Owner (Client) Onboarding Add New

This tile will enable entry of the new clients w.r.t. already maintained Ministries and Organizations.
2. Project Owner (Client) Onboarding Change Master Data
This tile will enable modification in the existing client data. This also allows Submit option for the
Client data created by Business Partner no. not generated in the database.
3. Project Owner (Client) Onboarding Display Master Data
This tile will be used to display already created client records.

Project Owner (Client) Onboarding Create Master Data

This tile will enable CPWD DDG Works to create and modify Ministries and respective
Organizations.

3.2.2. Master Data creation

Project Owner (Client) Onboarding Create Master Data
This tile will enable CPWD DDG Works to create and modify Ministries and respective Organizations.
This tile will not appear for field EEs.

click on the tile highlighted above, below screen will appear-

Author: Kuldeep Bidalia 8 2021-11-

2015
Select "Client Type" from the drop down list as shown below-

When clicked on "Ministry", based on the Client Type Ministry list will appear as shown below (data
appearing is reprsentation purpose only)-

Author: Kuldeep Bidalia 9 2021-11-

2015
Select Ministry if exist in the list, if Ministry do not exist then click on "Add New Ministry" as highlighted
below-

Add Ministry name and click on "Add" icon, below pop-up will appear -

Once added, click again on the Ministry field, you will find the newly added record in the list.

Author: Kuldeep Bidalia 10 2021-11-

2015
After adding Ministry, click on "Add New Organization" as highlighted below-

New po-up screen will appear, maintain Organization text and click on "Add" icon.

Below pop-up will appear -

Once added, click again on the Organization field, you will find the newly added record in the list.

With the end of above steps, Ministry and Organization will start appearing for field EEs.

If there is additional information available regarding Ministry and Organization address and Nodal Officer
details then respective information can be maintained in below screens by clicking on respective "Show
Details' icon.

Author: Kuldeep Bidalia 11 2021-11-

2015
Author: Kuldeep Bidalia 12 2021-11-
2015
3.2.3. Project Owner (Client) Creation
Field EEs can create Project Owner (Client) with following steps-
select Client Type

Select Ministry from the drop down menu (simply search by typing)-

Select Organization from the drop down menu (simply search by typing), only Oganizations of a Ministry will
appear in the list-

Author: Kuldeep Bidalia 13 2021-11-

2015
Click on "Add New Project Owner" icon as shown below-

Maintain the Project Owner-

Click on Add icon.

Maintain the Project Owner Address and Nodal Officer details.

Author: Kuldeep Bidalia 14 2021-11-

2015
once details are maintained, click on the "Verify" icon. Project Owner (Client) will receive OTP on email and
phone. Get OTP from the client and enter on the screen.

Once successfully verified the "Save" button gets activated on the screen as highlighted below-

Project Owner will be created but Business Partner number will not be generated.

Author: Kuldeep Bidalia 15 2021-11-

2015
3.2.4. Project Owner (Client) Change
After Creation of Project Owner, go to "Project Owner (Client) Onboarding Change" Tile as shown below-

Select the data from the drop down menu till Project Owner-

Author: Kuldeep Bidalia 16 2021-11-

2015
Click on the "Submit" icon

Once Submitted, Business Partner number will be generated for the Project Owner as shown below-

User can make desired changes if required.

Author: Kuldeep Bidalia 17 2021-11-

2015
3.2.5. Project Owner (Client) Display
"Project Owner (Client) Onboarding Display" tile enable users to search for the existing data-

Click on the tile as highlighted above.

Select the data from the drop down menu till Project Owner-

Information will appear in display mode where changes are not possible.

Author: Kuldeep Bidalia 18 2021-11-

2015
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Author: Kuldeep Bidalia 19 2021-11-

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