digite - microsoft project integration

Digité Enterprise

Confidential | August 2011 Copyright 2011, Digité Inc.

MSP Interface Training

MSP Interface Training | Confidential 2

Contents


Project Manager Team Leads

Target Audience


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


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


MSP Plug-in


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.


Microsoft Project Plug-In Installation


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.


The version is mentioned on the

setup wizard. Click Next.

Plug in Installation (Continued)


Plug in Installation (Continued)

Enter your and the

organization name.


Plug in Installation …..

Enter for what purpose you

want to use the plug-in.


Select the location to install

the plug-in.

Plug in Installation ……


Click Install to confirm the selection

and continue with the installation .

Plug in Installation …..


Click Finish after the installation is

complete.

Plug in Installation


Plug in Toolbar

Plug-in toolbar in MSP


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


Options Settings

Plug-in settings for server

and user environment.


Logon

Logon window requesting

user and server credentials.

Options to retain username

and password to logon.


Project list for checkout after

successful login.

Project Checkout


Project Checkout (Continued)

Message before the project

is checked out.Checked out project plan.


Status of the project appears

as Checked out for the project

in Digité.

Project Checkout Status Update


Project list for Checkin.

Project Check in


Project Check in continued

Confirmation message after the

file is uploaded successfully.


Status of the project

appears as Checked in.

Project Check in Status Update


Click Undo checkout to revert

the checkout and cancel the

changes made to the plan.

Project Undo Checkout


Confirmation message after

the undo check out process is

completed successfully.


Get Project

Project list for Get

function.


Copy of the project plan

using the Get function.

Get Project (Continued)


Status of the project is

not updated in Digité on

Get operation.


Log Off

Confirmation of successful

Logout from the session.


CSV Based Checkout-Checkin


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.


Toolbar icons under Tasks module

for Checkout, Checkin, Undo

Checkout and Download using CSV .

Features Available for CSV


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.


Import from CSV icon to

open the CSV zip file.

CSV Checkout (Continued)

Dialog box to select the

downloaded CSV zip file.


import of the CSV project file.


CSV checkout gets disabled and

CSV check in and Undo checkout

get enabled.

CSV Checkout (Continued)

Checked out status of

project updated in

Digité .


Export to CSV icon to export

MPP file to CSV format.

CSV Check in

Dialog box to select the MPP

file to export.


export of the MPP file.


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.


CSV Check in (Continued)

Checked in status of

project updated in

Digité .


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.


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.


Import from CSV icon to

open the CSV zip file.

CSV Download (Continued)

Dialog box to select the

downloaded CSV zip file.


import of the CSV project file.


Checkout-Checkin of Work Packages


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.


Work Package Check Out

Enter your credentials to log

into the Digité server.

Project list to select a project.

and then its work packages.


Informatory message

before the work package is

checked out.

Work Package Check Out (Continued)

Checked out work package

plan.


Work packages list for check

in.

Work Package Check in

Confirmation message of

the file upload.


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.


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.


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.


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


Thank You

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