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Frequently Asked Questions
PDWare’s RPS 2012 Presenters
PDWare Portfolio Topics
New Features in 6.0
Resource Row Totals
Using Display Candidates
Find Candidates Command
Search "All Resources"
Controlling Field Visibility
Key Definitions
Key Definitions
Resource Manager
Resource Assignment
Resource Demand
Allocation
Context Dependent
PDWare Portfolio Overview
PDWare Portfolio Overview
PDWare Portfolio Characteristics
PDWare Portfolio Architecture
Getting Started
Login Portfolio
Get Data Dialogue
Basic Application Characteristics
Commands
Basic Commands
Menu Bar
Toolbar
Right Click Menus
Basic Filtering
Sorting - Basic
Column Controls
Format Column Command
Displaying Selected Columns
Export Active Sheet
Module Navigation
Defining Projects
Project Data Sheet
Creating Projects
Edit Project Dialog
Deleting Records
Defining Resources
Resource Data Sheet
Creating Resources
Set Resource Capacity
Edit Resource
Defining Assignments
Effort Forecasts Sheet
Defining “Demand” in PDWare
Insert Assignments
Insert Assignment Dialog
Skill Assignments
Non-Labor Assignments
Edit Assignment
Edit Assignment
Change Resource Assignment to Skill Assignment with a Different Resource Node
Saving Data
Paste-Import
Resource Analysis
Resource Filtering
Resource Utilization Sheet
Replace Assignment
Replace Assignment
Resource Utilization Report
Responding to Requests
Cutomizing Sheet Views
Define View
Using Views
Modifing Views
Menu Structure
PDWare Advanced Topics
Resource Baselines and Actuals
Resource Baselines and Actuals
Rights Required for Saving Data
Select Values for Sheet Display
Capture Resource Actual Effort
Set a Project Phase Baseline
Capture Forecast as Baseline
Save Baselines
Display Historical Baselines
Chart Baseline/Forecast/Actuals
Portfolio Analysis Module
Portfolio Analysis Module
Prioritized Resource Analysis
Project Analysis Sheet
Project Analysis Sheet
Drill Down Filtering
Project Priority Sheet
Conflict Analysis
Resource Conflict Analysis
Resource Conflict Highlighting if Target has Skill Assignments
Scenarios
Scenarios
Capturing Scenarios
Comparing Scenarios
Tools>Options, Filter Options
Modify Demand-Allocation Analysis
Committed Assignments
Convert Effort to Skill Assignment
Resource/Skill Allocation Analysis
Allocation Analysis of Skill Demand
Allocation Calculation
Insert, Replace Assignment Adv. Features
Dynamic Report Modules
Hierarchy Modules
Hierarchy Modules
Label Right Click Command Summary
Outlining
Resource Hierarchy Report
Skills Analysis Module
Customizing Views and Reports
Customizing Sheet Views
Defining and Using Reports
Using User Defined Reports
Optional Project Fields
Optional Project Fields
Current Phase
Non-Labor Categories
Non-Labor Values
Skill Values
Attrition
Formula Fields
Map Project Optional Fields
Optional Fields on a Project Custom Report
Formula Fields
Calculated Summary Fields
Map Resource Optional Fields
Reporting
Reporting
Report Descriptions
Export PDW Tables
Project Custom Report
Product Development Pipeline
Time To Market
Project Resource Snapshot
Cash Flow Charts
Cost Shale Charts
Portfolio Dashboard
Filtering
Filter Menu
Advanced Filtering
Overutilization Filter
Underutilization Filter
Show Shortfall Only
Set Priority Filter
Remove Priority Filter
Changed Record Filter
Hide External Projects
Hide External Resources
Remove Sheet Filter
Remove All Filters
Reset Filter Options
Resource Planning Templates
Functional Description
Resource Planning Template
Advanced Database Topics
Advanced Database Topics
Advanced Data Retrieval
Saving PDW Files Locally
Saving PDW Files Locally
Simulated Off-Line Operation
Work Off Line
Work On-Line
Project Manager Topics
Project Manager Topics
Adjusting Project Demand
Resource Request Process
Resource Request Process
Requesting Resources
New Requests
Update Requests
Request Module
Request Module
Request States
Requests by Me
Finding Request Approvers
Project Status
Using the Status Module
Status Entry
Status History
All History Sheet
Phase and Milestone Charting
Optional project milestones
Controlled Status Fields
Submitting Status from Project Data
Status Optional Field Types and Behaviors
PDWare Portfolio Scheduler
PDWare Portfolio Schedule Planner
Task Level Planning
Scheduler Process
Scheduler Features
Gantt
WBS (Entry)
Task Usage
Work (Task Assignments)
Team (Resource Availability)
Scheduler Commands
Scheduler Menu Commands
Right Click Commands
Right click period value commands on sheet Task Usage
Right click period value commands on sheet Team
State and % Complete
WBS Field Definitions
Using the Scheduler Module
Entering Tasks_
Entering Tasks
Enter sub-tasks / milestones
Dates and Duration
Changing Task to Milestones
Create WBS structure
Enter Dependency Relationships
Enter dependency relationships
Dependency Link Toolbar Button
Creating the Resource Plan for a New WBS Project (1)
Team Members Defined by Resource Managers
Project Manager Adds Team Members
Create task assignments
Analyze work required versus resource availability
Define work effort for tasks
Convert task work to team forecast
Save-Request Effort
Request the resource plan
Use Cases
Create and Schedule Tasks
Open the Scheduler module
Dates for Phases/Milestones
Sub-tasks / Additional Milestones
Create WBS Structure
Dependency Relationships
Schedule the Project
Create a Resource Plan
Define the team
Create task assignments
Define work effort for tasks
Analyze work required versus resource availability
Convert task work to team forecast
Save-Request Effort
Create the Work Plan with Skill Requests: Staff the tasks using Resource Manager Responses
Define the team
Create task assignments
Request the resource plan
Exit Scheduler and wait for Resource Manager Response
Examine the Assignments on the PDWare Effort Forecast Sheet
Replace task skill assignments with resource assignments
Action Summary
To create new tasks
To link tasks in predecessor-successor relationships
To request a resource for your project team
To request a resource be removed from your project team
Capacity Module
First Look
First Look
Capacity Model Sheet
Project Results Sheet
Skill Impact Sheet
Row Colors – Capacity Model
Cell Colors – Project Results
Available Commands – Capacity Model
Available Commands – Capacity Model - Project Results Tab
Capacity Model Options
Capacity Model Options
Date Range
Rollup Level - Capacity Model
Value Type
New Model
Creating a New Capacity Model
Demand Shortfall
Unutilized
Current Capacity
Change
Model Result
Capacity Model Factors
Show Capacity
Capacity Model Manipulation
Cost Mode Calculation
Protected Rows
Model Evaluation
Saving Models and Using Them Later
Apply Model (Capacity Model Command)
Administration
Installation and Configuration
Database
Client
Configuration
Microsoft SQL Server or Microsoft Oracle Database Provider
Oracle Database Provider
Other Connection Parameters
Updating Connection
Testing Connection
Locking a Connection
Sharing a pdwdata.xml file
Administration Overview
List Administration Module
Administer Lists Data Entry
User Interface - List Lookups
Pasting Long Lookup Lists
Edit Lookup List Dialog
User Interface - List Look-ups
Status Field List
List and Field Definition
Controlling field visiblity with user rights
Creating a list of optional milestones
Administer Lists Module
Field Description
Field (Column) Titles
Field Visibility Control
Frontend Adminstration Menus
Frontend Administration Menus
Edit Rights
OBS Locks
Node List Filters
Period Locks
Save Column Headings
Update License
Check License
Set LDAP
MSP Map Field
PDWare iTeam
Introduction
Login
Default Screen
iTeam Functionality
Timetracking
Time Tracking Overview
Time Tracking
Create Timesheet
Delete Timesheet
Adjust Timesheet
Reopen Timesheet
Working with Timesheets
Add Project to Timesheet
Entering Time
Saving Timesheet Values
Submit Timesheet
Resource Managers
Portfolio Management
Effort Forecast
Manage Assignment Requests
Assignment Request History
Project Data_iTeam
Manage Project Requests
Administration
Customize Forms
Portfolio Analysis Topics
Move/Extend Project Demand
Menu Bar
The Menu Bar appears like this:
The commands in the menu bar are
Context Dependent
to some extent
