Project Management Ppt - Excel

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Project Management Ppt - Excel Powered By Docstoc
					                 Role                                                                                        Definition
Individual                               A member who is supposed to fill and submit timesheets.


Individual Supervisor                    Defined at the member level. Every member has at most one Individual Supervisor. If the Individual Supervisor is null or the member is an
                                         Individual Supervisor for himself than he validates his own TS. The Individual Supervisor is responsible for TS validation of people he supervises.
                                         Every Individual Supervisor can have up to two Deputy Supervisors. They have the same privileges as Individual Supervisor. They are
Deputy Individual Supervisor             responsible for TS validation in the absence of the Individual Supervisor.
Partner Supervisor                       Manages members and controls TS of his partner. Does not need any deputy since does not have any validation rights.
Activity Supervisor                      Manages tasks and controls TS for their activities. They are declared at the "activity" level, i.e. NA1, JRA1.
Project Management                       Project management supervises the whole project. Unlimited Read access.
PO Administrators                        Members of the Project Office: unlimited Read & Write access to the PPT.
                                         People like Wolfgang von Rueden, or Project Management Board. They do not submit TS, and do not need to access individual TS, however
Observers                                they should have an overview of the whole project.
Auditors                                 Unlimited access to the PPT in Read-only mode for auditing reasons.
SYS-ADMIN                                PPT Development & Support Team - unlimited access to the whole application



TS = Timesheets


Remarks:


1. A specific Role will be assigned to every user having access to the PPT application. It is important to understand that a single user can have several roles defined, i.e.: (Individual +
Partner Supervisor + Activity Supervisor) and his access rights to a particular TS, Member Details or Tasks will be determined accordingly to every role he holds.




                                                                          316cdf41-fc88-49c2-af51-4b7e4aa1a2e5.xls/Roles
                                  Field                                                           Value
Overall Total
(Funded + Unfunded + Other EU projects) hours      can not exceed 200
Total
(Funded + Unfunded) hours                          should be equal to the Total (at the end of task list)
Total (at the end of task list)                    should be equal to Total (Funded + Unfunded hours)
Comments                                           can be empty
Description of work performed                      can be empty
                                                   can be zero
                                                   in Excel can not be empty if a description for a task is provided
Hours spent                                        in WEB form can not be empty
                                                   should be active for the given month
                                                   should belong to the activity the user is declared to work on
                                                   should be assigned to the user's partner (via RESOURCE in the task declaration)
                                                   each Web TS is initialized with the tasks the user has been working on during the last month (+
Task Code                                          the above conditions)




                                                316cdf41-fc88-49c2-af51-4b7e4aa1a2e5.xls/Business rules for TS
                                                                                                                                                                            Actions allowed
                                                                                                                                                                                  TS status
           Role                         What TS?                              Deadline                                                                                                                                                       Audited (after
                                                                                                                                                                                                                   Reopen for correction        project
                                                                                                                Not Created                       Created                          Submitted          Validated       (after validation)      bookclosing)
                                                                 Until M+S or (After M+S if deadline
Individual with
                        Their own TS                             postponed)                            E, U, D, R                     E, U, D, R, S                         E, U, D, R         D, R               D, R
Supervisor
                                                                 After M+S                                                                                           D, R
                                                                 Until M+V or (After M+V if deadline
Individual Supervisor   All TS from his subordinates             postponed)                            E, U, D, R                     E, U, D, R, S, SV                     E, U, D, R, V      E, U, D, R         E, U, D, R
                                                                 After M+V                                                                                           D, R
                                                                 Until M+V or (After M+V if deadline
Deputy Individual       All TS from subordinates of Individual
                                                                 postponed)                            E, U, D, R                     E, U, D, R, S, SV                     E, U, D, R, V      E, U, D, R         E, U, D, R
Supervisor              Supervisors he is deputy for
                                                                 After M+V                                                                                           D, R                                                                  no action allowed
Partner Supervisor      All TS from their partner                Anytime                                                                                             D, R                                         D, R
Activity Supervisor     All TS for their activity                Anytime                                                                                             D, R                                         D, R
Project Management      All TS                                   Anytime                                                                                             D, R                                         D, R
PO Administrators       All TS                                   Anytime                               E, U, D, R, P                  E, U, D, R, S, SV, P                  E, U, D, R, V, P   E, U, D, R, P, O   E, U, D, R, P, C
Observers               All TS                                   Anytime                                                                                             D, R                                         D, R
Auditors                All TS                                   Anytime                                                                                             D, R                                         D, R
SYS-ADMIN               All TS                                   Anytime                               E, U, D, R, P                  E, U, D, R, S, SV, P                  E, U, D, R, V, P   E, U, D, R, P, O   E, U, D, R, P, C



Legend                                                           M+S:                                  Edit                           Upload individual TS (Excel)
                                                                 S = number of days after the month
                                                                 end, depends on each EU project       Submit
                                                                                                       Validate
                                                                                                       Submit & Validate
                                                                                                       Read-only (Visualisation)      Download individual TS (Excel)
                                                                                                       Postpone deadline
                                                                                                       ReOpen for correction (after
                                                                 M+V:                                  validation)                    Close for further correction
                                                                 V = number of days after the month
                                                                 end, depends on each EU project




                                                                                                          316cdf41-fc88-49c2-af51-4b7e4aa1a2e5.xls/Individual TS access & workflow
                                  Download Timesheet
             Role                  Summary Report
                                        (Excel)                                        What can be seen in the "Timesheets" tab
Individual                       NO                            Their own TS

Individual Supervisor / Deputy
                                                               All TS from his subordinates
Individual Supervisor
                                 YES

Deputy Individual Supervisor     YES                           All TS from subordinates of Individual Supervisors he is deputy for

Partner Supervisor               YES                           All TS from their partner
Activity Supervisor              YES                           All TS for their activity
Project Management               YES                           All TS
PO Administrators                YES                           All TS
Observers                        YES                           All TS
Auditors                         YES                           All TS
SYS-ADMIN                        YES                           All TS




Remarks:


1. The Timesheet Summary Report is based on all data available in the system (i.e. hours from not yet submitted TS are taken into account as well)




                                                            316cdf41-fc88-49c2-af51-4b7e4aa1a2e5.xls/Consolidated TS access
316cdf41-fc88-49c2-af51-4b7e4aa1a2e5.xls/Consolidated TS access
                           Role                                What Member?           Actions allowed
Individual                                               All                       D, R
Individual Supervisor / Deputy Individual Supervisor     All                       D, R
Partner Supervisor                                       All                       E, D, R
Activity Supervisor                                      All                       E, D, R
PO Management                                            All                       D, R
PO Administrators                                        All                       N, ER, D, R, DL
Observers                                                All                       D, R
Auditors                                                 All                       D, R
SYS-ADMIN                                                All                       N, ER, D, R, DL

Legend                                                                             New member
                                                                                   Edit without possibility to define roles / productive hours
                                                                                   Edit with the possibility to define Roles / productive hours
                                                                                   Download list of members (Excel)
                                                                                   Read-only (Visualisation)
                                                                                   DeLete member




                                                       316cdf41-fc88-49c2-af51-4b7e4aa1a2e5.xls/Member info access
                Role                                What task?         Actions allowed
                                 Their tasks                         R, D
Individual
                                 Other tasks                         R, D
Individual Supervisor / Deputy   Tasks held by their subordinates    R, D
Individual Supervisor            Other tasks                         R, D
Partner Supervisor               All                                 R, D
                                 Their activities                    M, R, D
Activity Supervisor
                                 Other activates                     R, D
Project Management               All                                 R, D
PO Administrators                All                                 M, R, D
Observers                        All                                 R, D
Auditors                         All                                 R, D
SYS-ADMIN                        All                                 M, R, D

Legend                                                               Task Maintenance (defining, updating, modifying, changing status, uploading, etc.)
                                                                     Download list of tasks (Excel)
                                                                     Read-only (Visualisation)




                                                                    316cdf41-fc88-49c2-af51-4b7e4aa1a2e5.xls/Tasks access
                Role                           What nodes?                           Actions allowed
Individual                       All                                               B, D
Individual Supervisor / Deputy
Individual Supervisor            All                                               B, D
Partner Supervisor               All                                               B, D
                                 Nodes under their activities, but not the "main
Activity Supervisor              nodes" like NA1, JRA2, etc…                       B, M, D
                                 Other nodes                                       B, D
Project Management               All                                               B, D
PO Administrators                All                                               B, M, D
Observers                        All                                               B, D
Auditors                         All                                               B, D
SYS-ADMIN                        All                                               B, M, D

Legend                                                                             WBS Maintenance (create new node, delete node, modify node) = Upload WBS tree
                                                                                   Browse WBS tree
                                                                                   Download WBS tree (Excel)




                                                                                   316cdf41-fc88-49c2-af51-4b7e4aa1a2e5.xls/WBS access
The access to the Action Log is reserved only for the PO and SYS_ADMIN.




                                                             316cdf41-fc88-49c2-af51-4b7e4aa1a2e5.xls/Action log access
When                                   To Whom                                       Content                                                                         Comments                                       Template

The exact dates the reminders                                                        - a reminder to submit their TS for the current exercise
are sent are proper for each     Individual                                          - a link to their TS for the current exercise                                   Individuals <=>                                LateTimesheets.vm
                                                                                                                                                                     subordinates from this Individual Supervisor
EU project:
                                                                                                                                                                     not submitted TS <=>
http://ais.web.cern.ch/ais/apps/                                                                                                                                     TS status is "Not created" or "Created"
ppt/eu_projects/eu_projects_inf                                                      - a list of all Individuals (First Name, Last Name, e-mail address) that have   TS to validate <=> TS status is "Submitted"
ormation.html#reminders                                                              not submitted their TS for the current exercise                                                                                SupervisorLateTimesheets
                                       Individual Supervisor & Deputies              - a list of all TS to be validated for current exercise                                                                        Reminder.vm


Remarks:
1. The reminders should not be sent to the following partners: 31-INFN and 36-FOM.




                                                                                                       316cdf41-fc88-49c2-af51-4b7e4aa1a2e5.xls/Reminders
EGEE-II

Mailing list                                  Intranet Restricted Area               Mapping to members

project-eu-egee2-allmembers                                                          All members



EGEE-I

Mailing list                                  Intranet Restricted Area               Mapping to members

project-eu-egee-restricted-users              Browse members area                    All members

project-eu-egee-restricted-authors            Author and Browse                      Project Office

project-eu-egee-restricted-admin              Author, Browse and Administer

project-eu-egee-allmembers                                                           All members

project-eu-egee-Individualsupervisors                                                Individual Supervisors + their deputies

project-eu-egee-PartnerSupervisors                                                   Partner Supervisors

project-eu-egee-ActivitySupervisors                                                  Activity Supervisors

project-eu-egee-cb                                                                   Members with the CB flag set on.



Remarks:
1. The list 'project-eu-egee-restricted-admin' will be maintained manually by Marie-Laure; contains only four people.




                                                                 316cdf41-fc88-49c2-af51-4b7e4aa1a2e5.xls/EGEE Mailing lists

				
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Description: Project Management Ppt document sample