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2004 Team Center Training Presentation On Project

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  • 1. Program Execution Management in Teamcenter Brian Flynn
  • 2. Agenda
    • Teamcenter Program Execution Management
    • Program Execution Management - Solution Scenarios
    • Use Case Scenarios
      • Collaborative Schedule Environment
      • PLM Integration
      • Resource Management
      • Visibility and Decision Support
      • Workplace Creation
      • MS Project Integration
    • Summary
    • 2004 Roadmap
    • “Get More Teamcenter Project @ PLM World 2004”
  • 3.
    • UGS PLM Solution’s vision
      • PLM is not a tool
      • It is a set of processes and tools to support digital decision making
        • Enabling innovation, speed, & agility
    • Teamcenter is a portfolio of configurable lifecycle domain & industry solutions
    • Extending the Teamcenter leadership …
      • Program Execution Management
        • Teamcenter Project
    UGS PLM Solution’s Vision
  • 4. Program Execution Management
    • Decision Support Throughout the Product Lifecycle
    • The ability for stakeholders to:
      • Leverage program knowledge (engineering and business information) and intellectual assets (team members including partners, allies and suppliers)
      • In the context of defined business processes (phase-gate and schedule driven workflow, metrics, thresholds and triggers)
      • To meet business objectives (revenue/growth, investment, cost, quality, timing)
    • “ Doing projects right and doing the right projects” – Dr. Robert Cooper
  • 5. Agenda
    • Teamcenter Program Execution Management
    • Program Execution Management - Solution Scenarios
    • Use Case Scenarios
      • Collaborative Schedule Environment
      • PLM Integration
      • Resource Management
      • Visibility and Decision Support
      • Workplace Creation
      • MS Project Integration
    • Summary
    • 2004 Roadmap
    • “Get More Teamcenter Project @ PLM World 2004”
  • 6. Vision – Integrating Project & Program Management into the Product Lifecycle
    • Results – Drive Execution
      • Transformation
        • From “Planning and Statusing”
        • To “Planning and Executing”
        • “ With 24x7x365 visibility”
        • Enabling “Informed Decisions”
    • Business problem
      • Project and Program Management (planning, statusing & reporting) are traditionally disconnected activities from actual execution
      • Causes built-in overhead, lost productivity, out-of-sync data, and misguided decisions
    • Solution – Teamcenter Program Execution Management
      • Connects project schedules & resources to workflow processes – making it a connected activity that engages everyone across the virtual enterprise
  • 7. Product Lifecycle Management Plan Execute Adjust
  • 8. Enabling… Program Execution Management
    • Extend project and program management beyond traditional boundaries
      • Incorporate project schedules as a backbone to the entire product lifecycle process
      • Provide visibility to how things are progressing within Teamcenter Enterprise and Engineering
    • Manage resource workloads (people, equipment, groups)
      • Support costing and budgets
    • Ensure best practice processes are followed
    • Support supplier and partner coordination
    • Enhance visibility and decision support with easy access dashboards
  • 9. Agenda
    • Teamcenter Program Execution Management
    • Program Execution Management - Solution Scenarios
    • Use Case Scenarios
      • Collaborative Schedule Environment
      • PLM Integration
      • Resource Management
      • Visibility and Decision Support
      • Workplace Creation
      • MS Project Integration
    • Summary
    • 2004 Roadmap
    • “Get More Teamcenter Project @ PLM World 2004”
  • 10. Collaborative Schedule Environment
    • Real time access to changes / everyone on the same page
    • Collaboratively build schedules / improve efficiency
  • 11. Collaborative Schedule Environment
    • Step 1 Modifying the Schedule
      • Login to Teamcenter Project
      • From the Workplaces tab open the Product Development Projects folder and double click on the Leucadia Project
      • Highlight any task within the schedule
      • Locate the box that states <click here to add tasks> , click there, type in a task name and press enter
    • Step 2 Collaborating
      • Select the Collaboration tab
      • Select the Issues Tracking database
        • Modify cells, add rows
      • Review the other collaborative tools like Notebooks or Discussion Threads
  • 12.
    • Teamcenter Project Integration
      • Instrumented Lifecycle
      • Display Status in Project
      • Automatic Generation of Task and Submit to lifecycle
      • Programs / Projects with multiple independent lifecycles
      • Dashboard View
    • Lifecycle Enhancements – Schedules and Display
      • Duration / Schedule management
      • Graphical Display
        • Lifecycle Process Status
    PLM Integration Master Resource Driven Product Schedule - Teamcenter Project Drives Supporting Workflows Teamcenter Enterprise Workflow or User-driven events update corresponding tasks Bi-directional Links Product + Rev A - Rev B + Part A - Assy B Part I Part II Feature A B
  • 13. Resource Management
    • Visualize and manage resource workloads appropriately
    • Validate resource demands with group level histograms
  • 14. Resource Management
    • Step 1 Assigning Resources to Tasks
      • Double click on any task and select the Resources tab
      • Place a check in the Highlight Overloaded Resources box
      • Assign new team members to the task, if anyone box turns red that person is currently overloaded
      • Select the Resource Graph icon to view what other tasks the resource is working on
    • Step 2 Reviewing Resource Histograms
      • Within the other main window select the People tab and open the Management folder
      • Highlight Brett Favre, right click and select View Resource Graph
      • Double clicking on the individual bars will allow you reassign this task from this view
  • 15. Visibility and Decision Support
    • Visual markers
      • Current task and project level status
      • Life Cycle Tasks
      • Linked Tasks
      • Email Notifications
      • Decision support parameters
    • Dashboards
      • Project and Program level statusing and progress
      • Earned Value
      • Resource Allocation
      • Budgets verse Actuals
      • Baseline Reports
  • 16. Visibility and Decision Support
  • 17. Workplace Creation
    • Advanced Template Environment
      • Ensures best practice processes are in place
      • Time needed to launch new projects is measured in minutes not days
    • Besides a schedule include:
    • Life Cycle Tasks
    • Generic Resource Assignments
    • Project Cost Parameters
    • Email Notifications
    • Task Level Notebooks
    • Risk and Issue Databases
    • Documents
  • 18. Workplace Creation
    • Step 1 Creating a Project from a Template
      • Within the Workplaces tab highlight any folder and select the New Workplace icon
      • Give your new project a name and then check the Use an existing Workplace template for this Workplace box
      • Under the Templates folder select the New Product Development Template workplace and click on Select
      • Click on the Next button three times and then select Finish
      • Once your new project is created double click on it and review what has been included
  • 19. MS Project Integration
    • Easily Import, Export and Synchronize schedules with MS Project
  • 20. Agenda
    • Teamcenter Program Execution Management
    • Program Execution Management - Solution Scenarios
    • Use Case Scenarios
      • Collaborative Schedule Environment
      • PLM Integration
      • Resource Management
      • Visibility and Decision Support
      • Workplace Creation
      • MS Project Integration
    • Summary
    • 2004 Roadmap
    • “Get More Teamcenter Project @ PLM World 2004”
  • 21. Key Value Points Corporate Agenda Business Challenge Improvement Initiatives One Overall Solution Teamcenter Differentiators
    • Improve Product Quality
    • Improve Process Visibility and Control
    • Remove Latency within the PLC process
    • Program Execution Management
    • Lifecycle Product Knowledge Management
    • Enterprise Level Decision Support
    • Issues with schedule and cost expectations
    • No clear visibility to costs or progress
    • Limited control on suppliers and business partners
    • Time to market is critical
    • Need to understand resource workloads
    • Need to support dispersed teams
    • Silos of Information
    • Execution driven project management
    • Control product information from concept through end of life
    • Manage resource workloads
    • Enhance visibility & decision support
    • Templatize best practices
    • Single source provider
    • Gain visibility and control
      • Improve product quality/control costs
    • Correctly manage resource workloads
      • Improve productivity and moral
    • Control development process/eliminate waste
      • Improve cost and delivery predictability
    UGS Agenda Solution Value
  • 22. Agenda
    • Teamcenter Program Execution Management
    • Program Execution Management - Solution Scenarios
    • Use Case Scenarios
      • Collaborative Schedule Environment
      • PLM Integration
      • Resource Management
      • Visibility and Decision Support
      • Workplace Creation
      • MS Project Integration
    • Summary
    • 2004 Roadmap
    • “Get More Teamcenter Project @ PLM World 2004”
  • 23. Teamcenter Project 2004 Roadmap Jan
    • Teamcenter Project V4.1
    • GA Target Release Date: End of May, 2004
    • Program Management dashboards enhancements
    • Teamcenter Community integration
      • Project Dashboards as Teamcenter Community web parts
        • Microsoft-centric look & feel
      • Common infrastructure
      • Project application customization
    • Project Management
      • Task identifier numbers
      • Successor / Predecessor Editing by Task IDs
    • Customer Enhancement Requests
    • Teamcenter Project V5.0
    • GA Target Release Date: November, 2004
    • Phase-Gate with Enterprise
      • Delivered with Enterprise v5.0 (9/2004)
    • Microsoft Project integration
      • Enable Lifecycle-tasks in Microsoft Project
      • Supports Microsoft Project Standard, Professional, and Server
    • Resource Management
      • Skillset membership
      • Assignment and skillset mapping improvements
    • Customer Enhancement Requests
    Jul Oct Apr Q2 2004 Project 4.1 ^ Q4 2004 Project 5.0 ^ Dec
  • 24. Teamcenter Project 4.1 - Feature Detail
    • Dashboard Enhancements
      • Additional charts and views to support Project, Program and Resource Management
      • Improved help in dashboard views
    • Customer Value: more views of project and resource status improve ability to react in real-time decision time
    • Integration with Teamcenter Community
      • Program dashboards in native web-parts
      • Compatible look and feel - content and configuration
      • SSO support
      • Note: Project and Community are configurable to use common Active Directory, SQL*Sever
    • Customer Value: common placement for key success factor metrics
  • 25. Teamcenter Project 4.1 - Feature Detail
    • Project Management Enhancements
      • Task identifiers - support quick handling of project tasks
      • Successor / predecessor editing by task IDs
      • Tree table view of project with view / hide capability
    • Customer value: easier manipulation of dependencies and manipulation / viewing of project schedule
  • 26. Teamcenter Project 2005 Roadmap
    • Teamcenter Project V5.1
    • GA Target Release Date: Q2, 2005
    • Engineering integration
      • Workflow / Schedule lifecycle-task integration
      • Delivered with Engineering v10 (2/2005)
    • Customer Enhancement Requests
    Jan Jul Oct Apr Dec Q2 2005 TcP 5.1 ^
  • 27. Teamcenter Project 5.0 - Feature Detail
    • Phase-Gate Automation
      • Implement initiative management with synchronized project and resource management capabilities across Enterprise and Project
      • Leverages Lifecycle Tasks available in Teamcenter 4.0
      • OOTB Dashboard support pulling phase-gate content from all sources - phase status, criteria metrics, project metrics, resource status, etc.
    • Customer value: methodology support enables real-time viewing of investment status, enabling faster reaction times
  • 28. Teamcenter Project 5.0 - Feature Detail
    • Microsoft Project Integration
      • Lifecycle task support in Microsoft Project schedule
    • Customer value: reduced training and time to adopt Teamcenter automation – Schedule initiated workflows which automatically update project / task status
    • Resource Management
      • Add users to skillsets, allowing easier assignments and commitment of staff to fulfill skillset assignment
      • View “member of” information in user properties
      • Resource graphing and dashboard utilization by skillset members
      • Advanced assignment support leveraging skillset membership
    • Customer value: Better management of skillsets and people in the organization. Improved visibility of constraining resources.
  • 29. Instant Program Status Fast was… Fast is … NOW!
  • 30. Agenda
    • Teamcenter Program Execution Management
    • Program Execution Management - Solution Scenarios
    • Use Case Scenarios
      • Collaborative Schedule Environment
      • PLM Integration
      • Resource Management
      • Visibility and Decision Support
      • Workplace Creation
      • MS Project Integration
    • Summary
    • 2004 Roadmap
    • “ Get More Teamcenter Project @ PLM World 2004”
  • 31. Get More of Teamcenter Project @ PLM World 2004
    • Project “Hands on Help” sessions – Room 5
      • Tuesday 9:15 – 10:00AM
      • Wednesday 9:15 – 10:00AM
      • Thursday 9:15 – 10:00AM
    • “Teamcenter Project – Teamcenter Enterprise Integration, Web-based Program/Project Management, Best Practices, etc.” Two Training Sessions
      • Wednesday 1:30 – 3:00PM
      • Thursday 3:30 – 5:00PM
  • 32. Thank You
  • 33. Supplemental slides
  • 34. Program Execution Management – Integrated Solution Project template management MS Project synchronization Project dashboard reporting Project team collaboration Resource management Phase-Gate management Process tasks linked to schedule Requirements linked to schedule Process Phase Criteria Gate Task Deliverable Product + Rev A - Rev B + Part A - Assy B Part I Part II Feature A B Drives Bi-directional Links
  • 35. Stage and Gate Management – Process Modeling
    • Process : A workflow made up of a series of phases and decisions gates.
    • Phase: A defined stage in the process in which one or more tasks are performed. Phases can have sub-phases.
    • Gate : A decision point that determines if a project may proceed to the next activity phase. This go/no-go decision is based upon pre-defined deliverables and pre-defined criteria. 
    • Task : An activity that is to be accomplished within a phase.
    • Deliverable : Required output of a phase or a task
    • Criteria : The basis upon which gate decisions are made. Criteria may or may not involve the deliverables of a phase.
    Process Phase Criteria Gate Task Deliverable Concept Plan Develop Validate Ramp to Production Support Through End of Life
  • 36. Teamcenter Project V4 Project & Program Management
    • Project Management
      • Project scheduling
      • Resource management
    • Program Management
      • Project & Program management dashboards
      • Linkage to Teamcenter Requirements, Engineering, & Enterprise
      • Integrated Program Management with Teamcenter Enterprise
    • Dashboard views in Teamcenter Community
    • Microsoft Project integration
    • Web-based client for ease of use & deployment
  • 37. Teamcenter Project V4 Project & Program Management
    • Team Centric Solution / Global Team Support
    • Visibility and Access to All Project-Related Information
    What sets the Teamcenter Project solution apart:
    • Feature Rich Templates / Best Practice Processes
    • TeamNative Environment / Real Time Updates
    • Platform Independent / Open Architecture
    • Removes Latency within the PLC Process / Automation
    Execute on project plans – not just plan them
    • Directly connect tasks to the Requirements that drive them
  • 38. Integrated Project & Program Management
    • Teamcenter Project and Teamcenter Enterprise
      • “Lifecycle Tasks” (LCT) defined in project plan, with work-ready rule, assignee information and workflow
      • Triggered into Teamcenter Enterprise for assignment and workflow execution. Task status & actuals automatically updated by Enterprise back in Project
      • Dashboard panels and gauges show execution status with configurable refresh rates. Broadcasts organization-specific product management metrics / gauges with comprehensive drill-down
      • Change Module pushes WBS into Project for more accurate pre-approval (cost, resource, duration) info… and for post-approval work execution via LCT [Teamcenter Project 4.1]
  • 39.
    • Challenge
      • Project Management and execution of tasks are traditionally disconnected activities
      • Plan, execute…
        • Program managers chase status & produce reports, all day, everyday – why?
    • Leads to …
      • Built-in overhead
      • Lost productivity
      • Out-of-sync data
      • Misguided decisions
    Lifecycle Business Challenges Process Management Optimization Master Resource Driven Product Schedule - Teamcenter Project Product + Rev A - Rev B + Part A - Assy B Part I Part II Feature A B Drives Supporting Workflows Teamcenter Enterprise Workflow or User-driven events update corresponding tasks Bi-directional Links
  • 40.
    • Teamcenter Project
    • Manages program schedules with real-time project information that is directly linked to PDM business items, such as assembly parts
    • Connects project schedules to Teamcenter Enterprise workflow processes
      • “ Lifecycle Tasks” (LCT) defined in project plan
      • Enterprise triggered for assignment and workflow execution.
      • Task status & actuals automatically updated by Enterprise back in Project
      • Dashboard panels and gauges show execution status with configurable refresh rates.
      • Change Module pushes WBS into Project for more accurate pre-approval (cost, resource, duration) info and for work execution
    Teamcenter Project V4 Integrated Project & Program Management
    • Transforming
      • From planning, executing, and status chasing …
      • To planning, executing, and 24x7x365 instant status
  • 41. Teamcenter Project V4 Project & Program Management
    • Project Management
      • Project scheduling
      • Resource management
    • Program Management
      • Project & Program management dashboards
      • Linkage to Teamcenter Requirements, Engineering, & Enterprise
      • Integrated Program Management with Teamcenter Enterprise
    • Dashboard views in Teamcenter Community
    • Microsoft Project integration
    • Web-based client for ease of use & deployment
  • 42. Thank You