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Tutorial for specific business case: How to bridge the gap between Network and ERP systems?. Erik Danielsson Product Manager Promineo www.promineo.no [email protected] November, 2012. Content Overview: Intro: Some words on Proteus (3 min) - PowerPoint PPT Presentation
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Erik DanielssonProduct Manager
November, 2012
Tutorial for specific business case:How to bridge the gap between
Network and ERP systems?
Content Overview:
- Intro: Some words on Proteus (3 min)
- What we want to accomplish in this session (3 min)
- T U T O R I A L - How to do it- Step I – Getting the raw data wired up (10 min)
- Step II – One step beyond the basics (10 min)
- Step III – Setting up Layouts and Reports (10 min)
- What we could have done with more time (2 min)
- Live Demo of Solution + Q&A (12 min)
1000 pipes
1 Safran, or Primavera
PDMS, or similar
Broken pyramids of Project Data…
The typical reality
100 Docs SAP, IFS, Mips10 jobs
1000 pipes
10 jobs
100 Docs
1
Islands appear as ONE solid landmass…
What the user should experience
We have connected phone calls for over 100 years now, but we still have trouble connecting Project Data with a Project Member!?
Making connections between data and user
Workflow for setting up an “optimal interaction” with data
The User Interface that is
used to interact with data
The Ocean of data in you corporate cyberspace
Formulate “dream scenario” for working most effectively with particular Project Data
Proteus Admin wWires up the data flow = “setting up a Proteus WORKSPACE” Solution is available to all or a select set of users
The Ocean of data in corporate
cyberspace (databases)
Each tool’s own UI is of course still
available, and often very useful for
some (but not all?) Team Members!
The process of setting it up
www.promineo.no
A Crash course in planning
Activity A002
Activity A003
Activity A001
Job J101
Job J102 Job J202
Job J201
Job J302
Job J301
Job J103
T I M E
This is what we want to accomplish in this tutorial
Making it as simple and “generic” as possible – to illustrate that ANY system could be used
The simplified data for this tutorialActivity Data:
Red = Requred, Green = Optional, Blue = Optional (Timephasing), Purple = Optional (Pivoting + Group + CM)
Making it as simple and “generic” as possible – to illustrate that ANY system could be used
The simplified data for this tutorialJob Data:
Red = Requred, Orange = Optional (Hierarchy), Green = Optional, Blue = Optional (Timephasing), Purple = Optional (Pivoting + Group + CM)
Gantt Drill down from an Activity into its related Jobs
The result at the journey’s end
Activity and Job Data timephased in a Histogram
The result at the journey’s end
Completion Matrix showing Job Start vs. Material Status:
The result at the journey’s end
Step 1: Connecting to the data
- DataConnections- DataSource- Dataset
Creating a new repository folder and a new Workspace within it
Step 1: Getting the raw data wired up
Setting up the basic (minimal) info
Step 1: Getting the raw data wired up
Creating and testing your first Proteus Connection
Step 1: Getting the raw data wired up
…and finally your second Connection
Step 1: Getting the raw data wired up
Creating your first Proteus DataSource and writing a SQL statement
Step 1: Getting the raw data wired up
Testing and “Persisting” your DataSources (the first shown here)
Step 1: Getting the raw data wired up
Creating your first Proteus DataSet
Step 1: Getting the raw data wired up
Creating your second Proteus DataSet + setting hierarchical relationship between the two
Step 1: Getting the raw data wired up
Opening the workspace in Proteus to see the result:
Step 1: Getting the raw data wired up
There are quite a few thing that can be set up for a DataSet…
Step 2: One step beyond the basics
Setting up and testing a calculated column in Activities DataSet
Step 2: One step beyond the basics
Do the same thing for the «Jobs» DataSet.
Minor Visual Detail: Set the Gantt Bar color for Jobs to be different from Activities
Step 2: One step beyond the basics
Setting up Periodized Fields for Planned Hours in order to see time phased Histogram
Step 2: One step beyond the basics
Setting up Periodized Fields for Earned and Actual in order to see time phased Histogram
Step 2: One step beyond the basics
Do the same thing for the «Jobs» DataSet.
The result when Proteus is running:
Step 2: One step beyond the basics
The result when Proteus is running:
Step 2: One step beyond the basics
Setting up Completion Matrix to show Material Status on Jobs
Step 2: One step beyond the basics
The result when Proteus is running:
Step 2: One step beyond the basics
This is done from within Proteus (NOT Configurator)
Step 3: Setting up layouts and reports
These things are described in Proteus User Manual…
Changing the Column Header text and tooltip for field “OnCriticalPath”
Step 3: Setting up layouts and reports
Conditional formatting can compare job’s start/finish with parent activity’s start/finish
Step 3: Setting up layouts and reports
Mapping a column to a Custom Editor
Step 3: Setting up layouts and reports
Another example of defining a Custom Editor
Step 3: Setting up layouts and reports
Setting up Totals in footer
Step 3: Setting up layouts and reports
Pivoting data and saving Pivot Layouts
Step 3: Setting up layouts and reports
A pivot of Activity Data on planned hours for Category1 and 2 Fields
Step 3: Setting up layouts and reports
A pivot of Job Data on planned hours for Forman and Object Type
Step 3: Setting up layouts and reports
Creating a Report
Step 3: Setting up layouts and reports
Creating a Report
Step 3: Setting up layouts and reports
Creating a Report
Step 3: Setting up layouts and reports
Creating a Report
Step 3: Setting up layouts and reports
Creating a Report
Step 3: Setting up layouts and reports
Launching a report with a double-click
Step 3: Setting up layouts and reports
Result Preview
Step 3: Setting up layouts and reports
Result Preview
Step 3: Setting up layouts and reports
What we could have added in an advanced tutorial:
- In a multi project environment: Custom dialog to select which project to get data for
- Update the data from Proteus (drag & drop)- Show frame showing timerang of jobs over the activity range- Save a snapshot and compare live data to it.- Get history / trends from all snapshots- KPI Dashboard (live + historic)- Enrich the data with Perc. Psych dimension..!- Formulas for rolling up job hours up to activity level- Watchdogs to tell us aspects we wish to monitor (e.g: sum of jobhrs
> acthrs)- Inheriting values from one level down to another – useful for
pivoting at lowest level
What we could have added in an specialist (advanced +) tutorial:
- Visual presentation of implicit risk information for each area directly in Powerpoint.
- Making corporate work process documentation available, so that work is done in accordance to procedures and guidelines
- Giving hints and links to best practices + allow entering experience data for cumulation of professional knowledge.
Thanks you for your attention…!
Erik DanielssonProduct Manager
