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Digite - Microsoft Project Integration


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Digite - Microsoft Project Integration

  1. 1. MSP Interface Training
  2. 2. Contents
  3. 3. Target Audience <ul><li>Project Manager </li></ul><ul><li>Team Leads </li></ul>
  4. 4. Training Pre-Requisites <ul><li>Digité UI Training </li></ul><ul><li>Digité Project Management Training </li></ul><ul><li>Digité Common System Operations Training </li></ul><ul><li>Digité Sandbox environment URL for hands-on session </li></ul><ul><li>User Account Setup on the Sandbox environment with appropriate access permissions. </li></ul><ul><li>Note :- </li></ul><ul><li>Digité Enterprise application is accessible through a web browser. For information on supported browser versions, refer to the latest Release Notes. </li></ul><ul><li>For external interfaces like MS Project, MS Outlook, etc. a plug-in needs to be installed on the respective client. </li></ul>
  5. 5. Training Goals <ul><ul><li>Understand how Digité and MSP integration works . </li></ul></ul><ul><ul><li>Install and work with MSP Plug-in. </li></ul></ul><ul><ul><li>Create a schedule in MSP using the plug-in and track it within Digité. </li></ul></ul><ul><li>By the end of this presentation, you should be able </li></ul><ul><li>to :- </li></ul>
  6. 6. MSP Plug-in
  7. 7. Digité - MSP Integration <ul><li>Introduction </li></ul><ul><li>Digité's seamless integration with Microsoft Project (MSP) client provides comprehensive scheduling capabilities that enable a project manager to create project schedules using MSP. </li></ul><ul><li>A project manager can prepare a detailed project plan in MSP by defining tasks, establishing task dependencies and assigning resources. </li></ul><ul><li>Once this plan has been defined, it can be tracked in Digité for actuals and progress during the lifecycle of the project. </li></ul><ul><li>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. </li></ul><ul><li>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. </li></ul>
  8. 8. Microsoft Project Plug-In Installation
  9. 9. 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.
  10. 10. The version is mentioned on the setup wizard. Click Next. Plug in Installation (Continued)
  11. 11. Plug in Installation (Continued) Enter your and the organization name.
  12. 12. Plug in Installation ….. Enter for what purpose you want to use the plug-in.
  13. 13. Select the location to install the plug-in. Plug in Installation ……
  14. 14. Click Install to confirm the selection and continue with the installation . Plug in Installation …..
  15. 15. Click Finish after the installation is complete. Plug in Installation
  16. 16. Plug in Toolbar Plug-in toolbar in MSP
  17. 17. 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
  18. 18. Options Settings Plug-in settings for server and user environment.
  19. 19. Logon Logon window requesting user and server credentials. Options to retain username and password to logon.
  20. 20. Project list for checkout after successful login. Project Checkout
  21. 21. Project Checkout (Continued) Message before the project is checked out. Checked out project plan.
  22. 22. Status of the project appears as Checked out for the project in Digité. Project Checkout Status Update
  23. 23. Project list for Checkin. Project Check in
  24. 24. Project Check in continued Confirmation message after the file is uploaded successfully.
  25. 25. Status of the project appears as Checked in. Project Check in Status Update
  26. 26. Click Undo checkout to revert the checkout and cancel the changes made to the plan. Project Undo Checkout
  27. 27. Confirmation message after the undo check out process is completed successfully.
  28. 28. Get Project Project list for Get function.
  29. 29. Copy of the project plan using the Get function. Get Project (Continued)
  30. 30. Status of the project is not updated in Digité on Get operation.
  31. 31. Log Off Confirmation of successful Logout from the session.
  32. 32. CSV Based Checkout-Checkin
  33. 33. CSV Check out – Check in <ul><li>Digité provides the optional functionality to check out and check in the project using CSV interface files. </li></ul><ul><li>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. </li></ul><ul><li>After making the required changes, you can export the file back in CSV format which in turn can be checked into Digité. </li></ul><ul><li>This functionality can work as an option in situations where: </li></ul><ul><ul><li>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. </li></ul></ul><ul><ul><li>You want to copy the CSV file to use it on some other system which cannot connect to Digité server. </li></ul></ul>
  34. 34. Toolbar icons under Tasks module for Checkout, Checkin, Undo Checkout and Download using CSV . Features Available for CSV
  35. 35. 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.
  36. 36. 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.
  37. 37. CSV checkout gets disabled and CSV check in and Undo checkout get enabled. CSV Checkout (Continued) Checked out status of project updated in Digité .
  38. 38. 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.
  39. 39. 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.
  40. 40. CSV Check in (Continued) Checked in status of project updated in Digité .
  41. 41. 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.
  42. 42. 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.
  43. 43. 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.
  44. 44. Checkout-Checkin of Work Packages
  45. 45. Work Packages Concept <ul><li>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. </li></ul><ul><li>Digité provides the facility of adding repetitive tasks, into the project plan or schedule, using work packages. </li></ul><ul><li>Work packages orient from the idea that a large project is best managed by breaking it down into several subsystems and develop them concurrently. </li></ul><ul><li>Often, additional scope of work is identified during the concurrency of the project. These need to be completed before the project itself is closed. </li></ul>
  46. 46. Work Package Check Out Enter your credentials to log into the Digité server. Project list to select a project. and then its work packages.
  47. 47. Informatory message before the work package is checked out. Work Package Check Out (Continued) Checked out work package plan.
  48. 48. Work packages list for check in. Work Package Check in Confirmation message of the file upload.
  49. 49. 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.
  50. 50. Work Package Undo Checkout & Get <ul><li>The undo check out and get operations for a work package function in the same way as they function for a project. </li></ul><ul><li>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. </li></ul>
  51. 51. Summary <ul><li>We learnt to install the MSP Plug-in and learnt about working in MSP using the Digité interface. </li></ul><ul><li>The plug in aids the project manager in using MSP to create and manage the project task schedule. </li></ul><ul><li>Apart from checking out the project to update exclusively, the plug in also allows downloading of the read-only copy of the project plan. </li></ul><ul><li>Work packages can also be used to manage the overall project in smaller iterations or portions. </li></ul><ul><li>Checkout, Checkin and other operations for the project plan can also be accomplished with alternative of CSV interface. </li></ul>
  52. 52. Next Steps <ul><li>Log in to the application & download the Digité MSP Plug-in. </li></ul><ul><li>Ensure that you have MS Project 2002 or higher installed on your system before installing the plug-in. </li></ul><ul><li>Install the plug-in and proceed with the toolbar functions. </li></ul><ul><li>Check out and check in a project using the CSV interface to understand the alternative to direct checkout and check in MSP. </li></ul><ul><li>Go through the ‘STaRT’ training presentation. </li></ul>
  53. 53. Thank You