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    POD BasicsContents

    [hide]

    1 What is POD?

    2 Creating and Editing

    projects

    2.1 Adding tasks

    2.2 Setting up a

    Hierarchy

    2.3 Baselining the

    Project

    2.4 Saving the

    Project

    3 Project Templates

    4 Updating progress

    5 Deleting Projects

    6 Locking Projects

    7 Managing resources

    8 Tracking time

    [edit] What is POD?

    Projects On Demand (POD) is a hosted project management application. Your

    data is stored securely on our servers, and is accessible from anywhere in the

    world, as long as you have an internet connection.

    There are two primary components to POD. The Web Interface, and the

    Planner. The Web interface is primarily for reporting and administration, and the

    Planner is for creating and editing projects.

    [edit] Creating and Editing projects

    You create and modify projects using the Planner. The planner is a Java

    application very similar to equivalent desktop applications. It can either run in

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    your browser as an applet, or outside your browser using Java Web Start. Lite

    Users do not have access to the Planner.

    [edit] Adding tasks

    Adding tasks is as simple as typing in an empty row in the Gantt spreadsheet.Normally, you give each task a name and a duration (in working days). You

    then assign dependencies between tasks by dragging one bar to another. This

    is more flexible than entering specific dates. Date constraints should be used

    sparingly

    [edit] Setting up a Hierarchy

    It is also a good idea to create a Work Breakdown Structure (WBS) for your

    project. This means breaking up larger tasks into smaller ones. This enables

    you to more easily deal with the complexities of larger projects.

    [edit] Baselining the Project

    It is a good idea to save a baseline of your project once the initial plan is

    completed. This will let you compare a current plan to the original for budget

    and time. It also lets you use Earned Value.

    [edit] Saving the Project

    changes are saved to local hard drive as an mpp format.

    [edit] Project TemplatesIf you have many projects that are similar, the best thing to do is make a

    "template" project. It's a project like any other that you make copies of by using

    the "Save As" button. This is useful also if you have common calendars you

    want to use in every project.

    [edit] Updating progress

    When you are assigned to a task in a Project (and the Project is saved), you'll

    see it show up in your Tasks tab. There, you can enter a % complete. When a

    project manager next opens the project, the percent complete you have entered

    will show up.

    [edit] Deleting Projects

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    Projects can only be deleted by Administrators on the Admin | Manage Projects

    tab.

    [edit] Locking Projects

    When you are working on a project you have it locked, unless you choose toopen it read-only. This is a similar mechanism to file locking on corporate

    networks. You can always open a locked project read-only. When you are done

    with a project, make sure to close it. This releases it for someone else to work

    on. A POD Administrator can unlock a project on the Admin | Manage Projects

    page.

    [edit] Managing resources

    Your company has a common resource pool across all its projects. Only PODAdministrators may modify the resource pool. This ensures that the resource

    pool remains coherent. All POD users are automatically present in the resource

    pool. You can add non-user resources and modify the properties of any

    resource by opening up the Master Project (Resource Pool) in the planner.

    POD Administrators will get this option at startup of the Planner.

    [edit] Tracking time

    A common concern is to make sure your resources are available. Both the

    Histogram and the Resource Gantt Chart can be used to see resource usage

    across all projects.

    New Web InterfaceProjects On Demand uses new Web 2.0 technology to provide you with a rich

    experience all in your browser.

    * You'll notice that it takes a few seconds to start up initially.

    * Please do not use your browser's Back and Forward buttons.

    * All navigation should be done by clicking on the various tabs and menus

    within the page.

    * If you are experiencing stability problems, please see theTech Support

    page.

    Here is a list of the various menu options:

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    Image:AjaxMenu.png

    (Note that Lite Users will not have Planner or Resources views, and their

    Projects view is limited)

    Contents[hide]

    1 Planner

    2 Projects

    2.

    1 Reports

    2.

    2 Gantt

    2.

    3 Chart

    3

    Resources

    3.

    1 Reports

    3.

    2 Gantt

    4 Tasks

    5 Admin

    6 Help

    7 Logout

    [edit] Planner

    (The planner requires a Power Userlicense)

    The Planner page is the main application of Projects On Demand. It runs as anapplet (or using Java Web Start).

    The Planner is actually a full-blown application, not just a web page. See

    here for information about the Planner.

    Projects are created and modified here.

    http://www2.projity.com/wiki/index.php?title=Image:AjaxMenu.pnghttp://toggletoc%28%29/http://toggletoc%28%29/http://toggletoc%28%29/http://www2.projity.com/wiki/index.php?title=New_Web_Interface#Plannerhttp://www2.projity.com/wiki/index.php?title=New_Web_Interface#Projectshttp://www2.projity.com/wiki/index.php?title=New_Web_Interface#Reportshttp://www2.projity.com/wiki/index.php?title=New_Web_Interface#Reportshttp://www2.projity.com/wiki/index.php?title=New_Web_Interface#Gantthttp://www2.projity.com/wiki/index.php?title=New_Web_Interface#Gantthttp://www2.projity.com/wiki/index.php?title=New_Web_Interface#Charthttp://www2.projity.com/wiki/index.php?title=New_Web_Interface#Charthttp://www2.projity.com/wiki/index.php?title=New_Web_Interface#Resourceshttp://www2.projity.com/wiki/index.php?title=New_Web_Interface#Resourceshttp://www2.projity.com/wiki/index.php?title=New_Web_Interface#Reports_2http://www2.projity.com/wiki/index.php?title=New_Web_Interface#Reports_2http://www2.projity.com/wiki/index.php?title=New_Web_Interface#Gantt_2http://www2.projity.com/wiki/index.php?title=New_Web_Interface#Gantt_2http://www2.projity.com/wiki/index.php?title=New_Web_Interface#Taskshttp://www2.projity.com/wiki/index.php?title=New_Web_Interface#Adminhttp://www2.projity.com/wiki/index.php?title=New_Web_Interface#Helphttp://www2.projity.com/wiki/index.php?title=New_Web_Interface#Logouthttp://www2.projity.com/wiki/index.php?title=New_Web_Interface&action=edit&section=1http://www2.projity.com/wiki/index.php?title=Licenses_And_Roleshttp://www2.projity.com/wiki/index.php?title=Available_Viewshttp://www2.projity.com/wiki/index.php?title=Available_Viewshttp://www2.projity.com/wiki/index.php?title=Creating_a_Projecthttp://www2.projity.com/wiki/index.php?title=Image:AjaxMenu.pnghttp://toggletoc%28%29/http://www2.projity.com/wiki/index.php?title=New_Web_Interface#Plannerhttp://www2.projity.com/wiki/index.php?title=New_Web_Interface#Projectshttp://www2.projity.com/wiki/index.php?title=New_Web_Interface#Reportshttp://www2.projity.com/wiki/index.php?title=New_Web_Interface#Reportshttp://www2.projity.com/wiki/index.php?title=New_Web_Interface#Gantthttp://www2.projity.com/wiki/index.php?title=New_Web_Interface#Gantthttp://www2.projity.com/wiki/index.php?title=New_Web_Interface#Charthttp://www2.projity.com/wiki/index.php?title=New_Web_Interface#Charthttp://www2.projity.com/wiki/index.php?title=New_Web_Interface#Resourceshttp://www2.projity.com/wiki/index.php?title=New_Web_Interface#Resourceshttp://www2.projity.com/wiki/index.php?title=New_Web_Interface#Reports_2http://www2.projity.com/wiki/index.php?title=New_Web_Interface#Reports_2http://www2.projity.com/wiki/index.php?title=New_Web_Interface#Gantt_2http://www2.projity.com/wiki/index.php?title=New_Web_Interface#Gantt_2http://www2.projity.com/wiki/index.php?title=New_Web_Interface#Taskshttp://www2.projity.com/wiki/index.php?title=New_Web_Interface#Adminhttp://www2.projity.com/wiki/index.php?title=New_Web_Interface#Helphttp://www2.projity.com/wiki/index.php?title=New_Web_Interface#Logouthttp://www2.projity.com/wiki/index.php?title=New_Web_Interface&action=edit&section=1http://www2.projity.com/wiki/index.php?title=Licenses_And_Roleshttp://www2.projity.com/wiki/index.php?title=Available_Viewshttp://www2.projity.com/wiki/index.php?title=Available_Viewshttp://www2.projity.com/wiki/index.php?title=Creating_a_Project

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    [edit] Projects

    The Projects view presents you with different ways of seeing your project data.

    It will show you all of the projects which you are on the Project Team or have

    permission to see. POD Administrators can see all projects. It also serves as alaunching point to open projects in the Planner, to zoom into details (either

    reports or Gantt), and to display the latest images of the Gantt Chart and

    Network Diagram. The Project tabs are:

    [edit] Reports

    Reports shows you a list of all you projects with the possibility offiltering,

    changing the columns you see displayed, sorting, and grouping by columns.

    Clicking on the pull down menu on each column to see possible options. Of

    special use is the grouping feature, which lets you organize your projects by

    various criteria (e.g. Manager, Status, Division, etc). The values for these

    criteria are set in the Project Information Dialog in the Planner.

    Here is a sample report

    [edit] Gantt

    The Gantt view shows you an All Projects Gantt Chart. There is one row for

    each project that has been created.

    If you click on a a project name (underlined in blue), the project will open

    in a new tab.

    The button will switch to the data view which shows work hours

    instead of bars.

    The button will go back to the All Projects Gantt Chart.

    The All Projects Gantt Chart and the data view let you see data daily or

    weekly. To change scale, use the zoom in/zoom out buttons.

    [edit] Chart

    Pie and Bubble charts showing project counts, resource cost and effort broken

    down by various project-level field criteria that are set in the Project Information

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    Dialog in the Planner. You must have values entered for fields such as Risk,

    Net Present Value (NPV), Benefit, and Project Type in order for the charts to

    have meaning. These fields are all user-defined. There are several charts to

    choose from in the Chart select.

    Click here is an example of a pie chart

    [edit] Resources

    (The Resources View requires a Power Userlicense)

    [edit] Reports

    Reports shows you a list of all of your resources with the possibility offiltering,

    changing the columns you see displayed, sorting, and grouping by columns. Of

    special use is the grouping feature, which lets you organize your resources byvarious criteria.

    Here is a sample report

    [edit] Gantt

    The Resource Gantt Chart shows resource usage for all of your resources

    across all projects. There is one line per resource.

    If you click on a resource name (underlined in blue), it will open up a

    Resource Gantt Chart tab which shows tasks assigned to that resourcegrouped by project.

    The button will switch to the data view which shows work hours

    instead of bars.

    The button will go back to the Resource Gantt Chart.

    [edit] Tasks

    The Tasks view (formally known as Timesheet) shows you your currentlyassigned tasks and gives you the possibility to update their percent

    complete.

    Completion values you enter for your tasks are integrated into projects

    the next time they are opened in the Planner. If a project is currently open

    http://www2.projity.com/wiki/index.php?title=Project_Information_Dialoghttp://www2.projity.com/wiki/index.php?title=Pie_Examplehttp://www2.projity.com/wiki/index.php?title=New_Web_Interface&action=edit&section=6http://www2.projity.com/wiki/index.php?title=Licenses_And_Roleshttp://www2.projity.com/wiki/index.php?title=New_Web_Interface&action=edit&section=7http://www2.projity.com/wiki/index.php?title=Filteringhttp://www2.projity.com/wiki/index.php?title=Sortinghttp://www2.projity.com/wiki/index.php?title=Report_groupinghttp://www2.projity.com/wiki/index.php?title=Report_groupinghttp://www2.projity.com/wiki/index.php?title=AjaxResourceReporthttp://www2.projity.com/wiki/index.php?title=New_Web_Interface&action=edit&section=8http://www2.projity.com/wiki/index.php?title=Resource_Gantt_Charthttp://www2.projity.com/wiki/index.php?title=Resource_Gantt_Charthttp://www2.projity.com/wiki/index.php?title=Data_viewhttp://www2.projity.com/wiki/index.php?title=Resource_Gantt_Charthttp://www2.projity.com/wiki/index.php?title=New_Web_Interface&action=edit&section=9http://www2.projity.com/wiki/index.php?title=Image:GanttIcon.pnghttp://www2.projity.com/wiki/index.php?title=Image:ReportIcon.pnghttp://www2.projity.com/wiki/index.php?title=Project_Information_Dialoghttp://www2.projity.com/wiki/index.php?title=Pie_Examplehttp://www2.projity.com/wiki/index.php?title=New_Web_Interface&action=edit&section=6http://www2.projity.com/wiki/index.php?title=Licenses_And_Roleshttp://www2.projity.com/wiki/index.php?title=New_Web_Interface&action=edit&section=7http://www2.projity.com/wiki/index.php?title=Filteringhttp://www2.projity.com/wiki/index.php?title=Sortinghttp://www2.projity.com/wiki/index.php?title=Report_groupinghttp://www2.projity.com/wiki/index.php?title=Report_groupinghttp://www2.projity.com/wiki/index.php?title=AjaxResourceReporthttp://www2.projity.com/wiki/index.php?title=New_Web_Interface&action=edit&section=8http://www2.projity.com/wiki/index.php?title=Resource_Gantt_Charthttp://www2.projity.com/wiki/index.php?title=Resource_Gantt_Charthttp://www2.projity.com/wiki/index.php?title=Data_viewhttp://www2.projity.com/wiki/index.php?title=Resource_Gantt_Charthttp://www2.projity.com/wiki/index.php?title=New_Web_Interface&action=edit&section=9

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    you will not see the completion changes reflected until you close and reopen

    the project.

    You can also view this information in a calendar view.

    [edit] AdminThe Admin view lets you modify your account information. If you are a POD

    administrator, you'll have additional subtabs forPOD Administration that are

    shown here:

    Getting Started with POD

    Contents

    [hide]

    1 Logging In

    2 For Administrators

    3 Set up your preferences on the My Account

    page

    3.1 Email notification of assignments

    3.2 Run Planner (POD) in browser

    4 Salesforce.com issues

    4.1 POD Web Pages

    [edit] Logging In

    Go to http://www.projity.com/ and enter your login and password that wereemailed to you.

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    If you forgot your password, click on the "Forgot" link and it will be emailed to

    you.

    [edit] For Administrators

    If you are an adminstrator, see POD Administration for setting up your

    company's account.

    [edit] Set up your preferences on the My Accountpage

    There are two important preferences you can set:

    [edit] Email notification of assignments

    When you have been assigned to a project and the project is saved, you will

    receive an email notification of the new assignment or assignments. If you

    prefer not to receive such emails, uncheck this option.

    [edit] Run Planner (POD) in browser

    Normally, the Planner runs as a java applet in your browser. You may choose

    instead to run it using Java Web Start (JWS) technology. The functionality is

    equivalent with the following minor differences:

    The JWS version does not require your web browser and when it is

    installed, it can be integrated with your desktop so you can start it by clicking

    on an icon or from the "start" menu

    JWS has more memory available to it and runs slightly faster.

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    If you have limited memory and have speed or stability issues with

    POD as an applet, JWS might run better

    Because it doesn't use the browser session, you have to log in to

    use the JWS version, though you can choose to save the login/password.

    Since it runs outside your browser, it may seem less integrated; however,

    the functionality is identical.

    [edit] Salesforce.com issues

    If you are using the Projects On Demand on the Salesforce AppExchange,

    make sure to see the Frequently Asked Questions about POD and Salesforce

    [edit] POD Web Pages

    What POD Web Pages you see depends on your license.

    Creating a Project

    See a demo of how to create a project

    [edit] :

    You can start a new project either by choosing the option in the Welcome

    dialog, clicking on the New Project toolbar button (POD), or choosing File | New

    Project from the menu (OpenProj)

    The New Project dialog appears:

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    The only required field is the Project Name. The Project Start date will be today

    (or the next working day after today) by default, but you can change it. Normallyprojects use forward scheduling, where you pick a start date and the dates are

    calculated in the future. However, you can also use "reverse" scheduling, in

    which case, you pick a finish date for the project and the application will

    schedule dates backwards from that date. Dates are calculated using the

    Critical Path Method

    You can modify any of the values at a later time by going to the Project

    Information Dialog

    After entering details, you will be shown an empty Gantt Chart where you can

    start Creating Tasks.

    Top Views

    Gantt Chart

    Tracking Gantt Chart

    Network Diagram

    Resource View

    Projects View

    WBS Chart

    RBS Chart

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    Report View

    Task Usage Detail

    Resource Usage Detail

    [edit] Bottom Views

    When possible, bottom views are synchronized to the top view by sharing the

    same time axis. When putting Task Usage orResource Usage underneath the

    Gantt Chart, the Gantt Chart will expand to accommodate the extra space

    needed by the spreadsheet below.

    Histogram

    Charts

    Task Usage

    Resource Usage

    Managing your resource pool

    See a demo of how to manage your resource pool

    The Resource Pool holds the list of people and materials that are available to

    work on your company's projects. This list is common across all projects in your

    company, and because of its importance, it can only be modified by POD

    Administrators and only when modifying the special "Master Project (Resource

    Pool)" project (see below).

    [edit] Resources

    The resource pool automatically contains all users of POD, so when you

    declare a new POD user, he or she will appear in the resource pool

    automatically. You may, if you wish, add additional resources that are not POD

    users. For example, you may wish to declare

    people who won't be using POD

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    generic resources (e.g. Tester, Proofreader, Plumber)

    materials and machines (e.g. Concrete, Sheet rock, Truck). They should

    be declared as "Material" resources

    The resource pool is managed on the Resource View

    [edit] Modifying

    Only POD Administrators may modify the Resource Pool. To modify it, either:

    Choose the "Manage Resource Pool" option from the Welcome dialog

    when the applet starts

    OR

    Open the project named "Master Project (Resource Pool)"

    POD prevents you from having any other projects open when you are modifying

    the resource pool. When you open it, you are taken immediately to the

    Resource View, and it is the only view available. Here, you'll be able to add and

    modify your resources. When you finish, make sure to save and close it. The

    changes that you make will be available for all users the next time they open or

    create a project.

    CalendarsContents

    [hide]

    1 Purpose

    2 Base Calendars and Resource

    Calendars

    3 Creating and Editing

    4 Assigning Calendars

    [edit] Purpose

    Calendars are used to define the working days and times for Resources,

    Projects, and Tasks. Tasks will be scheduled only when there is working time

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    available on the calendar or calendars that apply. Here is an example which

    shows how they are applied.

    [edit] Base Calendars and Resource Calendars

    Calendars that you assign to Projects or Tasks are known as base calendars.There are three Predefined Calendars, and you can create your own.

    Also, each resource has a base calendar, as well as its own exceptions to that

    base calendar. This lets you choose a standard employee calendar to use, and

    then you can add holidays or special working times for each individual.

    [edit] Creating and Editing

    Calendars are modified by the Change Working Time Dialog which you can get

    to by clicking on the change working time button in the toolbar or in theResource Information Dialog.

    [edit] Assigning Calendars

    You can assign calendars to Projects, Resources, and Tasks.

    For Projects, you can modify the Base Calendar field in the Project

    Information Dialog, or choose to display the Base Calendar field on the

    Spreadsheet of the Projects View

    For Tasks, you can modify the Task Calendar field on the Task

    Information Dialog, or choose to display the Task Calendar field on the

    Spreadsheet of the Gantt Chart. If you do not specify a task calendar (leave

    it blank), the project's Base Calendar will be used.

    Each resource is associated with a base calendar, and it may also have

    exceptions to that base calendar (for personal days for example)

    A Project calendar serves as the default for all tasks in the project that don't

    have a special task calendar. It's actually rare that a task would have its owncalendar, but it may be necessary in some cases - for example, for tasks which

    happen on weekends. Each resource has its own calendar which is primarily

    used to set vacation days.

    Resource Tracking

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    Projects On Demand has two primary tools for managing your resources across

    your projects, the Histogram and the Resource Gantt Chart.

    [edit] The Histogram

    The Histogram is available in the Planner applet. It shows you resource usagefor selected tasks, all tasks in your project, as well as total resource usage

    across all projects. This is very useful in figuring out where your resources are

    free to work.

    [edit] The Resource Gantt Chart

    The Resource Gantt Chart is available in the web interface by selecting

    Resources from the top menu, and then the Gantt tab. You'll be presented with

    a Gantt chart that shows all your resources at once that shows their usage overtime. You can then click on a resource name to zoom into details for that

    resource.

    You may wish to use both views together. To do this, either click on the blue

    "Full Screen" button in the applet, or uncheck the "Run POD in browser" option

    on the Admin | My Account tab. This will keep the applet open in a separate

    window while the Resource Gantt Chart is open. Note that the Resource Gantt

    chart is generated just once. Currently to reload it after making a change to

    your project, you'll need to log out and log back in. This will be changed in the

    near future.

    Subprojects

    Contents

    [hide]

    1 Introduction

    2 Multiple Projects

    2.1 Functional Advantages

    2.2 Technical Advantages

    2.3 Other advantages

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    3 Case Study:

    3.1 Introduction:

    3.2 Why ECEI choose POD?

    3.3 Project details

    3.3.1 Project Lifecycle

    4 How-To: Projects On Demand

    4.1 Inserting a Project:

    4.2 Opening a Sub-Project:

    4.3 Saving the Multi-project:

    4.4 Projects View

    4.5 Links:

    4.6 Special Indicators: Invalid

    Subproject

    4.7 Circular Task Relationship

    [edit] Introduction

    The following document provides information about setting up, planning for, and

    managing a multi-project scenario using POD. You will find a detailed case

    study and hands-on illustrations to plan a project step by step using the Multi-

    project feature.

    [edit] Multiple Projects

    Multiprojecting is one of the best ways to manage large and complex projects.

    This feature provides various advantages over the traditional approach, few of

    which are listed below.

    [edit] Functional Advantages

    The Multi-project feature can be used in breaking down large and complex

    projects into efficiently manageable smaller subprojects which are owned by

    respective Project Managers/Functional leads. The Multi-project feature

    enables Program Managers to setup a main project including multiple smaller

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    subprojects and establish cross project links between subprojects at the task

    and summary level. These links specify the logical sequence of events among

    the subprojects. This feature allows Program Managers to have a panoramic

    view of the entire Program. Program execution and control is made lot simpler

    when compared to the traditional approach.

    Each Subproject when opened separately contains the cross project

    predecessor task information to help individual PMs / leads to communicate

    effectively. Cross linking between subprojects helps Program Managers to

    arrive at an optimal Project schedule for complex projects.

    Observing effects of changes/updates made to the subprojects by respective

    project managers on the overall program schedule and monitoring overall

    program progress is made simple when using the Multi-project feature. For

    example, a software engineer might need more time to complete a certain task

    in the coding phase which is supervised by the software manager as a separate

    subproject. Accepting the change would effect the release date of the product.

    In the Multi-project scenario, the overall effect of this change can be

    immediately seen as the coding subproject is inserted into the multi project and

    linked in a structured hierarchy.

    Using the Multi-project feature, subprojects or unrelated projects can also beconsolidated together to give a panoramic view of all the projects on an

    enterprise level. Program Managers can view and print custom reports of all the

    projects combined together. The Multi-Project feature allows Managers to view

    key details of projects in relationship to each other. It helps Program Managers

    to easily view status details at individual subproject and overall program levels.

    This feature also helps Resource Managers to locate where their resources are

    working. With the advanced Histogram feature included in POD, Resource

    Managers can now view the Resources assignment details at task, project and

    program level. The Histogram feature provides options to view resource

    assignment information for the selected tasks, selected project and other

    projects along with a line of availability making Resource Managers task

    simpler.

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    [edit] Technical Advantages

    The Multi-project feature adds significant value by reducing the system load as

    complex projects need not be opened by participating Project Managers for

    monitoring and controlling purposes. They can work on their own individual

    subprojects without having to open the main project file. The changes made are

    automatically updated into the overall program file once they are saved. This

    significantly reduces system latency. Coupled with the availability of the

    application over the internet through the On-Demand ecosystem in any part of

    the world, managing global projects on the fly is a reality.

    The Multi-project feature resolves another major bottle neck in collaborative

    environment. In traditional approach, the entire project is locked by the

    manager when he is working on some part of the project file he is responsible

    for making it unavailable to other Managers and higher-ups simultaneously. In

    the Multi-project scenario, as the phases are split into subprojects and are

    owned by individual managers, each manager works on his own sub-project

    thereby increasing the availability of the main Project file.

    [edit] Other advantages

    In the Multi-project scenario, delegating of responsibility to individual work

    package owners / managers through sub-projects inspires commitment,

    ensures accountability and makes tracking of finer details of project easier.

    [edit] Case Study:

    [edit] Introduction:

    Esparto Capital Equipments Inc (ECEI) is a large scale turnkey equipment

    manufacturing company having a global presence with offices in multiple

    countries operating in different time zones. Teams situated in different

    geographic locations play vital roles in the project lifecycle.

    [edit] Why ECEI choose POD?Projects On Demand solution was adopted by Esparto Capital Equipments Inc

    to globally manage there projects involving multiple time zones, cultures,

    languages etc. ECEI has adapted POD for the following reasons

    Complete Project Management Solution.

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    Short implementation lead time.

    No upfront technical overheads and integration issues across different

    countries/offices.

    Advanced multi-project and Histogram features.

    Email Collaboration, Timesheet/Calendar functions.

    [edit] Project details

    Construction of a Chemical reactor plant in the Middle-East, with different tasks

    planned and executed in different locations.

    [edit] Project Lifecycle

    The Chemical Reactor project lifecycle involves the following critical phases:

    Process design to develop the equipment specs Location: USA.

    Detailed engineering to develop the manufacturing drawings Location:

    INDIA

    Equipment manufacturing Location: Japan

    Installation and commissioning Location: Middle east

    The Program is centrally monitored from the program office situated in Texas.

    A simple work breakdown structure for the above program is depicted below:

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    The Program Manager receives the charter and prepares the high level plan.

    He finalizes the high level project structure, roles and responsibilities and major

    milestones which are depicted in the table below:

    ID Description Duration Responsibility

    Program Management

    Program Planning

    Program Review

    Program evaluation

    9 Months Program manager

    sp1

    Process design

    Requirements analysis

    Process design

    Hazop study

    Draft Specification

    Review and Approval

    6 Weeks Process manager

    sp2 Detailed Design

    Engineering

    Develop part drawings

    6 Weeks Engineering manager

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    Develop QA Plan

    Develop isometrics and material take off

    Review and Approval

    sp3

    Manufacturing

    Ordering of material

    Fabrication

    Testing

    transportation

    9 Months Production manager

    sp4

    Installation & Commissioning

    Piling and Foundation

    Equipment erection

    Commissioning

    Performance test

    Handover

    3 Months Site Manager

    How ECEI used Projects On Demand:

    Using POD, individual managers create detailed project plans from there

    respective offices and upload them using Projects On Demand solution.

    For example, the Production Manager operating from Japan creates a detailed

    project plan for the Equipment manufacturing phase as seen below and saves

    it:

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    These individual project plans are then integrated into the overall program plan

    by the Program Manager operating from Texas, USA. The overall program plan

    once integrated looks similar to the plan shown below:

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    The Program Manager integrates individual subprojects into a program plan by

    linking tasks and phases in a structured hierarchy to arrive at a complete

    program plan. When respective project managers open there projects, the cross

    project links are also shown in there plans. For example, opening the

    Manufacturing Subproject shows the following cross project task dependencies:

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    Note: Cross project tasks dependencies are denoted by gray links.

    When the main project file is saved, individual team members assigned to the

    tasks receive E-mail notifications. Team Members can update task progress

    can from www.projity.com. These updates are automatically added to the

    subproject/main project when they are opened.

    As mentioned earlier, the Advanced Histogram feature allows the Managers to

    view enterprise level resource allocation information in the form of graphs.

    [edit] How-To: Projects On Demand

    The following steps details the procedure to use the Multi-projects feature in

    POD.

    [edit] Inserting a Project:

    To insert a subproject into a main project, Click on Insert, Project. This will

    insert the project and open it as a special subproject task which almost works

    like a parent task. The children of this task are the tasks in the subproject.

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    When a project that is open in another window is inserted into the current

    project, the other window is closed and its project is used as the subproject.

    POD safeguards Project Managers from inserting the same project twice into

    another.

    [edit] Opening a Sub-Project:

    In POD, if a main project containing subprojects is opened, the subproject isnt

    opened till it is expanded. The subproject task which is displayed will however

    show the updated dates even when not opened.

    All unopened subprojects are marked read-only. An opened subproject has agreen + sign to expand or contract it. All unopened project have a red + sign.

    POD also displays a special indicator icon to highlight inserted subprojects.

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    [edit] Saving the Multi-project:

    When a main project containing subprojects is saved, all opened subprojects

    that are not read-only are also saved automatically. To save a Multi-project file,

    click File Save.

    [edit] Projects View

    In the Projects View, subprojects automatically appear under their parent

    project. Individual subproject details like Start, End, Cost, Work, Actual work areseen here along with the rolled up values for the entire Program.

    [edit] Links:

    The Multi-project feature enables links between tasks in a parent project and asubproject or between subprojects that live in the same master. These external

    links show up in gray when the individual subprojects are opened.

    One cannot link to an external task as it is read-only. If the real task for an

    external task is opened in a sibling subproject, the gray task is removed and the

    link is drawn to the real task.

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    [edit] Special Indicators: Invalid Subproject

    Under complicated circumstances with nested subprojects, one could

    conceivably have a subproject included twice in the main project. One can also

    rarely have projects include each other or themselves (via an intermediate

    project). In these circumstances, POD will disable this subproject and show a

    special indicator. Moving the mouse over the indicator shows This subproject is

    not valid: It can only be inserted once in a consolidated project.

    [edit] Circular Task Relationship

    In certain complicated scenarios, one can have a circular link produced by

    opening a subproject. In such cases, POD warns the user and disables the link

    automatically. These links are denoted by grey dashed lines.

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    Microsoft Project FilesYou can read .mpp, .xml and .mpx files created with Microsoft Project including

    version 2007 or other products which generate .xml or .mpx files.

    In OpenProj, opening a Microsoft Project file is the same as

    opening a native openproj file. Just click on the Open File button (or choose it

    from the file menu) and you get the open dialog box:

    You can save/export a file to the Microsoft Project 2003 XML format by

    selecting 'File > Save As...' and selecting the 'Microsoft Project 2003 XML

    (*.xml)' file type.

    In POD, you can import a file by clicking on the Import button in the toolbar.

    After the Project is imported, you will be presented with the Merge Dialog to

    map the imported resources to your company's resources.

    After import, its important to check the settings of the project ressources

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    Licenses And Roles

    Contents

    [hide]

    1 Licenses

    2 Project Roles

    2.1 The possible project

    roles are

    2.2 How project roles are

    initially set:

    2.3 Other issues

    [edit] Licenses

    There are two license types in POD, Power user and Lite User (formally known

    as Project Manager and Team Member). The difference between them is that a

    Power Users can access the planner applet to create and manipulate projects,

    whereas Lite Users are restricted to the web functionality (Timesheet,

    Schedule, Project List) only

    In addition to license, POD Administrators can also specify the following when

    they create or update a user:

    For Power Users: you can specify that they are Administrators of the

    POD system. Administrators have additional functionality related to the

    Resource Pool, Project Locking, User Management, and your company's

    subscription.

    For both Power Users and Lite Users: you can specify that they are

    Partner/Customer users. If you declare someone as Partner/Customer, thenby default, they will only be able to see and modify projects where they have

    explicitly been given a project role. This lets you prevent people outside your

    company from gaining access to projects that they do not participate in.

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    [edit] Project Roles

    In the applet on the Resources view, there is a column "Project Role" which lets

    you specify what role each resource performs in the project. (Note that unlike

    the other fields in the spreadsheet, this one is both editable and it applies to thecurrent project only). You can use it as a way of building yourProject Team.

    This serves two purposes:

    To prevent or limit access to projects for users that are not part of the

    Project Team.

    To filter the various views in the POD applet to show only resources that

    are on the Project Team. For this, there is a toolbar button that you can use

    to switch between seeing only resources assigned to the team, and seeing

    all resources in the company. When the button is in this state: , no

    filtering takes place. Otherwise, when the button is , you will only see

    resources on the Project Team. You can use it to remove unwanted "clutter"

    from your views as well as the Assign Resources dialog.

    [edit] The possible project roles are

    - (none) - The resource is not part of the Project Team Team Resource - The resource is not a POD user, but will be used on

    the project.

    Team Member- The resource is a POD user, but will only have web

    access to the project. Note that you can use this setting to prevent Power

    Users from being able to open the project in the planner applet

    Project Manager- The resource is a POD user with a Power User

    license. This user can open the project in the planner applet. (Note that if the

    user's license is subsequently changed, their access will be limited to whattheir license permits)

    A user which is an Administrator may always open any project in the planner

    whether or not they are on the Project Team.

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    [edit] How project roles are initially set:

    POD will set up the Project Roles for your Company's resources when you

    create a project (either by creating or importing). When you make a new project,

    you'll see an option in the dialog for setting the Project Team. There are two

    options:

    If you choose to set the Project Roles on the Resources view, then only

    you will have access to the project with the project role Project Manager.

    You will then need to explicitly modify the Project Role for each resource

    that you would like to be on the Project Team as they won't have access

    otherwise.

    If you choose the option that all resources are on the Project Team, then

    POD sets the project roles as follows: Users which are Partner/Customer will be not be given access,

    otherwise:

    Users with a Power User license will be given the project role

    Project Manager.

    Users with a Lite User license will be given the project role Team

    Member.

    Users that are Inactive will not be given access.

    All other resources (i.e. resources that are not users of POD) will

    be given the project role Team Resource.

    You can always modify the project role value for any resource at a future time;

    you will always need to modify the project role of Partner/Customer resources

    to give them access.

    In the Project Information dialog, there is also the project visibility field. You can

    use this to reset the values of the project role field for all your resources at

    once. It will use the rules listed above. You should use this with caution as it will

    overwrite any customizations you may have made previously.

    [edit] Other issues

    If you assign a resource that is not on the Project Team, then that resource will

    automatically be given a role of Team Member if it is a POD user, or Team

    Resource if not.

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    In the Company Profile tab (Service Account for Salesforce users), there is a

    setting "Team Members only can see assigned projects". An "assigned project"

    is one where the user has been assigned to one or more tasks in that project.

    This applies to the Projects list and primarily concerns projects that were

    created before POD had Project Roles. It still functions, though, and will be

    applied to restrict viewing of projects in addition to any Project Roles you may

    have.

    Frequently Asked Questions about POD

    and Salesforce

    Contents

    [hide]

    1 What is Projects On Demand?

    2 Does it matter what Salesforce.com Edition we use?

    3 Does every Salesforce user need a Projects On Demand license?

    4 Does every Projects On Demand user need a Salesforce license?

    5 What are the different Projects On Demand license types: Power User and Lite User? And what

    about Administrators?

    6 What is the Project Manager applet (also called POD Planner)?

    7 What technology is used for the Project Manager applet?

    8 How can I try out Projects On Demand?

    9 How do I purchase Projects On Demand?

    10 How do I uninstall Projects On Demand?

    11 How much does Projects On Demand cost?

    12 Where is all my Projects On Demand data stored?

    13 What is your security policy?

    14 What is your password policy?

    15 What is your privacy policy?

    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y_Asked_Questions_about_POD_and_Salesforce#What_is_your_privacy_policy.3F

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    16 After logging to Salesforce after changing to a different account POD seems to think I am still

    the previous user. Why?

    17 What are the integration points between Salesforce and Projects On Demand?

    18 How and when does task data from Salesforce get sent to POD?

    19 What is the workflow between POD and Salesforce

    [edit] What is Projects On Demand?

    Projects On Demand (POD) is a hosted Project Management solution that is

    available on a simple annual subscription. It seamlessly integrates into your

    existing Salesforce environment.

    [edit] Does it matter what Salesforce.com Edition we

    use?

    Projects On Demand will work with the Professional Edition, Developer Edition,

    Enterprise Edition, or Unlimited Edition, but will not work with the Team Edition

    because the Team Edition does not have API access.

    [edit] Does every Salesforce user need a Projects OnDemand license?

    No, only those people who you choose will be POD users.

    [edit] Does every Projects On Demand user need aSalesforce license?

    No. Projects On Demand also exists as a hosted service independent of

    Salesforce.com. Adding non-Salesforce users to your account is quick and

    easy.

    [edit] What are the different Projects On Demand

    license types: Power User and Lite User? And whatabout Administrators?

    POD uses a different notion of roles that Salesforce. POD does not use

    Salesforce roles or profiles. The POD Administrator is the one who sets up the

    system and adds Salesforce Users to the POD System. In addition, the POD

    http://www2.projity.com/wiki/index.php?title=Frequently_Asked_Questions_about_POD_and_Salesforce#After_logging_to_Salesforce_after_changing_to_a_different_account_POD_seems_to_think_I_am_still_the_previous_user._Why.3Fhttp://www2.projity.com/wiki/index.php?title=Frequently_Asked_Questions_about_POD_and_Salesforce#After_logging_to_Salesforce_after_changing_to_a_different_account_POD_seems_to_think_I_am_still_the_previous_user._Why.3Fhttp://www2.projity.com/wiki/index.php?title=Frequently_Asked_Questions_about_POD_and_Salesforce#What_are_the_integration_points_between_Salesforce_and_Projects_On_Demand.3Fhttp://www2.projity.com/wiki/index.php?title=Frequently_Asked_Questions_about_POD_and_Salesforce#How_and_when_does_task_data_from_Salesforce_get_sent_to_POD.3Fhttp://www2.projity.com/wiki/index.php?title=Frequently_Asked_Questions_about_POD_and_Salesforce#What_is_the_workflow_between_POD_and_Salesforcehttp://www2.projity.com/wiki/index.php?title=Frequently_Asked_Questions_about_POD_and_Salesforce&action=edit&section=1http://www2.projity.com/wiki/index.php?title=Frequently_Asked_Questions_about_POD_and_Salesforce&action=edit&section=2http://www2.projity.com/wiki/index.php?title=Frequently_Asked_Questions_about_POD_and_Salesforce&action=edit&section=3http://www2.projity.com/wiki/index.php?title=Frequently_Asked_Questions_about_POD_and_Salesforce&action=edit&section=4http://www2.projity.com/wiki/index.php?title=Frequently_Asked_Questions_about_POD_and_Salesforce&action=edit&section=5http://www2.projity.com/wiki/index.php?title=Frequently_Asked_Questions_about_POD_and_Salesforce#After_logging_to_Salesforce_after_changing_to_a_different_account_POD_seems_to_think_I_am_still_the_previous_user._Why.3Fhttp://www2.projity.com/wiki/index.php?title=Frequently_Asked_Questions_about_POD_and_Salesforce#After_logging_to_Salesforce_after_changing_to_a_different_account_POD_seems_to_think_I_am_still_the_previous_user._Why.3Fhttp://www2.projity.com/wiki/index.php?title=Frequently_Asked_Questions_about_POD_and_Salesforce#What_are_the_integration_points_between_Salesforce_and_Projects_On_Demand.3Fhttp://www2.projity.com/wiki/index.php?title=Frequently_Asked_Questions_about_POD_and_Salesforce#How_and_when_does_task_data_from_Salesforce_get_sent_to_POD.3Fhttp://www2.projity.com/wiki/index.php?title=Frequently_Asked_Questions_about_POD_and_Salesforce#What_is_the_workflow_between_POD_and_Salesforcehttp://www2.projity.com/wiki/index.php?title=Frequently_Asked_Questions_about_POD_and_Salesforce&action=edit&section=1http://www2.projity.com/wiki/index.php?title=Frequently_Asked_Questions_about_POD_and_Salesforce&action=edit&section=2http://www2.projity.com/wiki/index.php?title=Frequently_Asked_Questions_about_POD_and_Salesforce&action=edit&section=3http://www2.projity.com/wiki/index.php?title=Frequently_Asked_Questions_about_POD_and_Salesforce&action=edit&section=4http://www2.projity.com/wiki/index.php?title=Frequently_Asked_Questions_about_POD_and_Salesforce&action=edit&section=5

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    administrator has responsibilities concerning managing the shared resource

    table, unlocking Projects when necessary, and handling the POD subscription.

    Power Users primarily use the Project Manager applet to create and manage

    projects. Light Users use only a web interface to view and update their

    assignments.

    [edit] What is the Project Manager applet (also calledPOD Planner)?

    The Project Manager applet is where Power Users create and manage projects.

    It offer


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