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description
Digité Enterprise
Confidential | August 2011 Copyright 2011, Digité Inc.
MSP Interface Training
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Contents
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Project Manager Team Leads
Target Audience
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Digité UI Training Digité Project Management Training Digité Common System Operations Training Digité Sandbox environment URL for hands-on session User Account Setup on the Sandbox environment with
appropriate access permissions.
Note :- Digité Enterprise application is accessible through a web browser. For information on supported browser
versions, refer to the latest Release Notes. For external interfaces like MS Project, MS Outlook, etc. a plug-in needs to be installed on the respective
client.
Training Pre-Requisites
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Understand how Digité and MSP integration works . Install and work with MSP Plug-in. Create a schedule in MSP using the plug-in and track it
within Digité.
By the end of this presentation, you should be able to :-
Training Goals
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MSP Plug-in
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Digité - MSP Integration
Introduction
Digité's seamless integration with Microsoft Project (MSP) client provides comprehensive scheduling capabilities that enable a project manager to create project schedules using MSP.
A project manager can prepare a detailed project plan in MSP by defining tasks, establishing task dependencies and assigning resources.
Once this plan has been defined, it can be tracked in Digité for actuals and progress during the lifecycle of the project.
This allows the user to harness the power of MSP’s scheduling capabilities known to most of the project managers, and Digité’s tracking and project management capabilities.
This integration is made possible by means of a plug-in which allows the user to extract this project into MSP, schedule tasks and assign resources , and then push it back into Digité for tracking.
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Microsoft Project Plug-In Installation
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Plug in Installation
From Utilities, click MS Project Plug-in
to download and install.You can run the file directly or
execute it after saving it on your local
system.
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The version is mentioned on the
setup wizard. Click Next.
Plug in Installation (Continued)
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Plug in Installation (Continued)
Enter your and the
organization name.
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Plug in Installation …..
Enter for what purpose you
want to use the plug-in.
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Select the location to install
the plug-in.
Plug in Installation ……
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Click Install to confirm the selection
and continue with the installation .
Plug in Installation …..
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Click Finish after the installation is
complete.
Plug in Installation
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Plug in Toolbar
Plug-in toolbar in MSP
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Authentication to log on to the
Digité server.
Icon to display a list of projects that
can be checked out.
Icon to display a list of checked out
projects that can be checked in.
Icon to undo checkout for checked
out projects.
The Get operation Icon to fetch a
read-only copy of the MPP file.
Icon to import the project MPP file
into CSV file.Icon to export the project MPP file
into CSV file.
Icon to set options to operate the
plug-in.
Icon to log out from the current
session.
Plug in Toolbar - Details
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Options Settings
Plug-in settings for server
and user environment.
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Logon
Logon window requesting
user and server credentials.
Options to retain username
and password to logon.
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Project list for checkout after
successful login.
Project Checkout
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Project Checkout (Continued)
Message before the project
is checked out.Checked out project plan.
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Status of the project appears
as Checked out for the project
in Digité.
Project Checkout Status Update
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Project list for Checkin.
Project Check in
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Project Check in continued
Confirmation message after the
file is uploaded successfully.
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Status of the project
appears as Checked in.
Project Check in Status Update
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Click Undo checkout to revert
the checkout and cancel the
changes made to the plan.
Project Undo Checkout
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Confirmation message after
the undo check out process is
completed successfully.
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Get Project
Project list for Get
function.
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Copy of the project plan
using the Get function.
Get Project (Continued)
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Status of the project is
not updated in Digité on
Get operation.
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Log Off
Confirmation of successful
Logout from the session.
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CSV Based Checkout-Checkin
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CSV Check out – Check in
Digité provides the optional functionality to check out and check in the project using CSV interface files.
Instead of directly checking out the project in MSP, you can checkout the file in CSV format from Digité and then import the file in MSP.
After making the required changes, you can export the file back in CSV format which in turn can be checked into Digité.
This functionality can work as an option in situations where: You do not have direct access to connect to Digité server through MSP due to
network security or connectivity issues. For instance, you may be working from a remote location with no internet connection.
You want to copy the CSV file to use it on some other system which cannot connect to Digité server.
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Toolbar icons under Tasks module
for Checkout, Checkin, Undo
Checkout and Download using CSV .
Features Available for CSV
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Project is checked out using the
checkout CSV icon.
CSV Checkout
Zip file of the project in CSV
format is created for download.
Select a location on your system
to store the zip file.
Confirmation of successful file
download.
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Import from CSV icon to
open the CSV zip file.
CSV Checkout (Continued)
Dialog box to select the
downloaded CSV zip file.
Confirmation of successful
import of the CSV project file.
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CSV checkout gets disabled and
CSV check in and Undo checkout
get enabled.
CSV Checkout (Continued)
Checked out status of
project updated in
Digité .
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Export to CSV icon to export
MPP file to CSV format.
CSV Check in
Dialog box to select the MPP
file to export.
Confirmation of successful
export of the MPP file.
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Project is checked in using the
check in CSV icon.
CSV Check in (Continued)
Select the CSV zip file on your
system to check in.
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CSV Check in (Continued)
Checked in status of
project updated in
Digité .
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CSV checkout gets disabled and
CSV check in and Undo checkout
get enabled.
CSV Undo Checkout
Undo checkout icon to cancel the
checkout of the project.Confirmation of successful undo
checkout operation.
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Read only copy is downloaded
using download CSV icon.
CSV Download
Zip file of the project in CSV
format is created for download.
Select a location on your system
to store the zip file.
Confirmation of successful file
download.
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Import from CSV icon to
open the CSV zip file.
CSV Download (Continued)
Dialog box to select the
downloaded CSV zip file.
Confirmation of successful
import of the CSV project file.
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Checkout-Checkin of Work Packages
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Work Packages Concept
A Work Package, in Digité Enterprise, is a pre-defined set of tasks. These tasks need to be configured just once by the user, and then can be introduced into a project plan as many times as required, and as and when necessary.
Digité provides the facility of adding repetitive tasks, into the project plan or schedule, using work packages.
Work packages orient from the idea that a large project is best managed by breaking it down into several subsystems and develop them concurrently.
Often, additional scope of work is identified during the concurrency of the project. These need to be completed before the project itself is closed.
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Work Package Check Out
Enter your credentials to log
into the Digité server.
Project list to select a project.
and then its work packages.
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Informatory message
before the work package is
checked out.
Work Package Check Out (Continued)
Checked out work package
plan.
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Work packages list for check
in.
Work Package Check in
Confirmation message of
the file upload.
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Baseline Approval Request Instance (Based on Preference)
The Details tab displays the details for
the baselined work package alongwith
the status of the approval request.
After the assigned members route the Baseline
Approval instance, the Checkin/CheckOut Status
of the work package is displayed as 'Checked In'.
A Baseline Approval Instance is created
when you set a baseline for a work
package.
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Work Package Undo Checkout & Get
The undo check out and get operations for a work package function in the same way as they function for a project.
Similar to checkout and check in operations for a work package, the work package is selected by first selecting the project in the project list.
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Summary
We learnt to install the MSP Plug-in and learnt about working in MSP using the Digité interface.
The plug in aids the project manager in using MSP to create and manage the project task schedule.
Apart from checking out the project to update exclusively, the plug in also allows downloading of the read-only copy of the project plan.
Work packages can also be used to manage the overall project in smaller iterations or portions.
Checkout, Checkin and other operations for the project plan can also be accomplished with alternative of CSV interface.
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Log in to the application & download the Digité MSP Plug-in. Ensure that you have MS Project 2002 or higher installed on
your system before installing the plug-in. Install the plug-in and proceed with the toolbar functions. Check out and check in a project using the CSV interface to
understand the alternative to direct checkout and check in MSP.
Go through the ‘STaRT’ training presentation.
Next Steps
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Thank You