3.

- DEMATIC NA DI PROJECT WIZARD

Dematic has added a custom front end to assist in building a Work Breakdown Structure (WBS) to be used as the basis for a Project Schedule. This front end will collect basic initial project information and then allow users to select the appropriate segment templates to be utilized in creating the basic project schedule.

CONTENTS
3. - DEMATIC NA DI PROJECT WIZARD ............................................................................................................1 CONTENTS ..................................................................................................................................................................1 3.1. - NAVIGATION ..................................................................................................................................................... 1 Navigation Tips...................................................................................................................................................... 2 3.2. - CREATING A PROJECT USING THE DEMATIC PROJECT WIZARD ..........................................................................3 3.2.1. - Accessing the Project Wizard ....................................................................................................................3 3.2.2. Project Information ..................................................................................................................................4 3.2.3. - Segments Configuration ............................................................................................................................ 7 3.2.4. - Save to .................................................................................................................................................. 13 3.2.5. - Editing an in-process WBS ...................................................................................................................... 14

3.1. - NAVIGATION
The Project Wizard is accessed via the Project Web Application (PWA) site located at: http://project2010.amcs.tld/pwa On the PWA Home page, select Project Wizard from the quick launch

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PWA Home

NAVIGATION TIPS
The Dematic NA DI Project Wizard (Wizard) is a web based application, which means it lives within the confines of a web browser. Actions taken with the browser controls are not recognizable to the application. User should avoid the following to prevent data loss: Browser Back or Forward ( ) should not be used to navigate the Wizard Browser exit ( ) will close the browser without saving any work Users can follow the SharePoint bread trail (Project Web App Project Wizard) to return to PWA Home. Again, changes made in the Wizard screens should be saved prior to this navigation or data will be lost Users can click Home in the Wizard screen to return to the Wizard home page. However, users should save work in process first Project Server 2010 and the Project Wizard have session time limits. Users should save often.

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3.2. - CREATING A PROJECT USING THE DEMATIC PROJECT WIZARD

3.2.1. - ACCESSING THE PROJECT WIZARD

1. Proceed to PWA and select Project Wizard from the quick launch menu

PWA Home

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2. Select New Project Wizard

Project Wizard Home

3.2.2. PROJECT INFORMATION

3. On the Project Information screen, complete the requested fields with appropriate values

Wizard Project Information

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Project Name is built automatically by concatenating the Project Number, Customer Name and Customer Site. The Wizard utilizes a SAP Reference table to look up the Project Number, Customer Name and Customer Site. Start by entering a Project Number and if this number is identified in SAP, the customer name and customer site will be automatically populated. If the Project Number is not found, the wizard will accept the number entered and require a Customer Name and Customer Site to be manually entered. These 3 fields are required. If the Project Number is not found, the following message will appear. Click to continue

Project Owner is also a required field. Select from the listing of Project Managers identified in PS2010.

If a project owner is not shown, contact the PS2010 Administrator for assistance. The dates identified on the project information screen are used for future reporting purposes. These fields are locked after the Plan phase and editing them after this point will require using MS Project Professional (PPro) in the Project Information dialogue. If the Quote Schedule check box is selected, a Q will be added following the project number and the project will be flagged once saved to PS2010 as a quote schedule. Deselecting this check box will remove the Q from the project number (this function is allowed until the project is saved to PS2010; after saving to PS2010, the Project Details screen can be used to remove this flag and the Q from the project name and number if desired).

All other fields on this dialogue are not required to generate the project. However, they become required later in the workflow within PS2010.

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4. When finished, click

(not required but suggested) and then

Wizard Project Information

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3.2.3. - SEGMENTS CONFIGURATION

This screen allows users to select segment templates to be included in the Project WBS. The screen has a few features that are important to understand: 5. General segments are automatically populated for a new project. Users can remove any General segments from the WBS by clicking Delete

Segment Configuration screen

6. Additional segments can be added by clicking

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7. A new row will appear on the bottom of the screen. Click on any field (cell) in the new row to activate the control for editing

8. The active row will highlight and the fields will activate for editing

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9. Select a Segment Type from the dropdown.

10. Select a Segment template from the Segment Template dropdown

Repeat the previous 5 steps to add all required segments

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11. Click on a row to make it active to edit Segment information

12. Click on a cell to edit the content value

Phase

Allows WBS to identify any planned phased approach for each Segment. This defaults to 1 and should not need to be changed for a single phase project. The name by which this segment will be referred to in this project. Associated Control Segment Number
This is a numeric field and 0 is the acceptable value for a null field. If no number is entered, zero is required.

Segment Name Mech Seg Nbr

Ctrl Seg Nbr

Associated Control Segment Number

This is a numeric field and 0 is the acceptable value for a null field. If no number is entered, zero is required.

Control Cabinet

Associated control cabinet

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For ease of use, it is recommended to use the mouse to select or deselect field. Using the tab key moves control in the active row from cell to cell and then row to row and then to other controls on the screen and browser.

When the Wizard generates the WBS, all tasks will be sorted by Task Discipline, Phase, Task Activity Type and Mechanical Segment Number, Control Segment Number then the order the tasks were listed in the associated source template.

Segment templates that have been prepopulated with Segment Name, Mech Seg Nbr, Ctrl Seg Nbr and/or Ctrl Cab will also prepopulate this screen.

When filling in numeric fields, completely over-write all numbers in the field to change a value. Leaving the cursor in front of or after existing entries will allow leading or trailing values.

It is suggested to save your work from time to time by clicking on

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13. When all edits are completed, click

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3.2.4. - SAVE TO
14. To save the project, perform one of the following: To save for future revisions: Click System will process To save to Project Server: Click In the resulting dialogue, click

System will process When the message is displayed,

click

click

after project creation is complete.

15. On the resulting screen, click Home

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3.2.5. - EDITING AN IN-PROCESS WBS

1. On the Wizard Home page click Open

2. Utilize search function if desired by entering a value in the search field and then clicking

3. Locate the desired project and click Select

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4. Click

to edit the selected workbook or

5. If new project. If, edits and/or click project.

is selected, user will be directed to Project Information screen to edit the

is selected, the project will be opened for editing. Make any necessary Refer to previous sections of this user manual for detail on editing the

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