![Page 1: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/1.jpg)
Project Portfolio ManagementPPM
User GuideEmployees & Consultants
Version 1.1
![Page 2: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/2.jpg)
]project-opem[ 2007, Title / Speaker / 2
Project Portfolio Management PPMConsultant & Employee User Guide
Overview Structure Workflows Basic Navigation Timesheet Expenses Absence Remaining Tabs
![Page 3: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/3.jpg)
PPM
Overview
![Page 4: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/4.jpg)
]project-opem[ 2007, Title / Speaker / 4
PPM OverviewWhat is Project Portfolio Management?
Term used by software companies and consulting firms to describe various approaches characterized by treating project management (PM) projects as part of an overall project investment portfolio.
PPM advocates see it as a shift away from one-off, ad hoc approaches to project management.
Most PPM tools and methods attempt to establish a set of values, techniques and technologies that enable visibility, standardization, measurement and process improvement. PPM tools attempt to enable organizations to manage the continuous flow of projects from concept to completion
![Page 5: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/5.jpg)
]project-opem[ 2007, Title / Speaker / 5
PPM OverviewWhat is the CTP PPM tool?
Timesheet– From creation to approval by
Engagement Owner or Group Manager Absence Requests
– From creation to approval by Engagement Owner or Group Manager
Expense– From creation to approval by
Engagement Owner or Group Manager Engagements: T&M or FTFP
– Creation, performance tracking, financial tracking, invoice generation
Staffing– Assignment of Consultants & Sub-
contractors to Engagements Solutions
– Creation, performance tracking, financial tracking
Pre-Sales Activities– Prospects, RFPs– Performance tracking, financial
tracking Group Management
– Users– Groups– Directory
Customer Management Performance
– Engagement– Delivery Area– Customer– Office
Phase 1 of the CTP PPM tool is being implemented for the following business areas:
![Page 6: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/6.jpg)
]project-opem[ 2007, Title / Speaker / 6
PPM OverviewWhat is the CTP PPM Tool?
Project / Portfolio Management– Time sheet Management – Issue Management – Gantt Charts – Reporting (Project) – Data Warehouse Time Sheet Cube – Controlling – Risk Management – Workflow– Resource Management – Project Chat Rooms – Project File Manager – Expense Tracking – Project Management Methodology – Skills Management – Project Completion Tracking – Calendar – Freelance Database
Finance– Finance Reporting – Cost-Center-Extension– Project Controlling – Quoting/Invoicing
Human Resource– Unified Employee File – Employee Payroll Information
CRM– Customer Contact Management – Integrated Customer Interaction
History – Customer Tracking
Knowledge Management– Search engine – Wiki – Expert Finder – Portraits – Incident Management
]po[ Functionality at a glance
LegendPhase 1
Later
Never...
![Page 7: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/7.jpg)
]project-opem[ 2007, Title / Speaker / 7
PPM OverviewTerminology
Engagement – a delivery activity undertaken for a client Engagement Mode – pricing model of an engagement (T&M,
Managed T&M or FTFP) Delivery Area – All or part of the delivery activities undertaken for
a customer (owned by a Delivery Manager) Timesheet – record of engagement and non-engagement hours
worked by the consultant or sub-contractor Expenses – record of engagement and non-engagement
expenditure to be claimed back by the employee or sub-contractor Absence Request – record of time unavailable for assignment to
an engagement, for either business or personal reasons Workflow – end to end definition of creation, rejection & approval
of business process
![Page 8: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/8.jpg)
PPM
Structures
![Page 9: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/9.jpg)
]project-opem[ 2007, Title / Speaker / 9
Hours logged against Tasks
PPM StructureEngagements
Client XXX - Delivery Area
Delivery Area - Management
...
Engagement YYY
Administration
Pre-Sales
Billable Time
Billable Time – Special Rate
Non-Billable Time
Warranty
1+ per Client
On-going activities
Legendtask
Engagement
Delivery Area
Delivery Area Management
Engagement either T&M or
FTFP
Expenses & Absences entered against
Engagement or Delivery Area Management
People assigned to Engagement
FTFP Engagement only
![Page 10: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/10.jpg)
]project-opem[ 2007, Title / Speaker / 10
PPM StructurePre-Sales
XXX Pre-Sales
Prospects
RFP XYZ
Banking
Pharma
Administration
Non-Billable
1 per Office
Grouping of Industry Sectors
...
1 per RFP
LegendTask
RFP
Office Pre-Sales
Office - Prospects
...
Expenses & Absences entered against Prospects
Hours logged against Tasks
![Page 11: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/11.jpg)
]project-opem[ 2007, Title / Speaker / 11
PPM StructureDelivery Groups
GM – XXX – XYZ
Beach
Training & Conferences
Uses Office Identifier (GVA / ZRH)
Consultant assigned to Group
Admin
Public Holiday
Vacation
Sick
Personal Absence
Unpaid Leave
Military Service
Hours logged against Tasks
Expenses & Absences entered against Group
LegendTask
Group
![Page 12: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/12.jpg)
]project-opem[ 2007, Title / Speaker / 12
PPM StructureSolutions
Solutions
Solution A
Administration
Non-Billable Time
1 per Company
1 per Solution ...
Member assigned to Solution
Hours logged against Tasks
Expenses entered against Solution
LegendTask
Solution
Solutions
![Page 13: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/13.jpg)
]project-opem[ 2007, Title / Speaker / 13
PPM StructureDelivery Administration
xxx – Delivery Admin
Internal System Usage
Internal Projects
Meetings
1 per Office
Recruitment Support
Hours logged against Tasks
![Page 14: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/14.jpg)
]project-opem[ 2007, Title / Speaker / 14
PPM StructureAdministration Groups
XXX - Service Centre
XXX - CIS
XXX - Marketing
XXX - Finance
XXX - HR
Expenses entered against Group
Absences entered against Group
Employee assigned to Group
1 per Office1 per Office1 per Office1 per Office1 per Office
![Page 15: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/15.jpg)
]project-opem[ 2007, Title / Speaker / 15
Delivery Areas, Engagements, Solutions, RFPs and Groups are moved to the archive (1 per office) once the status has been changed to Inactive.
In the archive, they keep the same structure as shown in the previous slides
After the appropriate legal period the archived items will be deleted
PPM StructureArchives
![Page 16: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/16.jpg)
PPM
Workflows
![Page 17: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/17.jpg)
]project-opem[ 2007, Title / Speaker / 17
Workflows
Workflows have been defined for the 3 main functionality areas TEA
– Timesheets– Expenses– Absences
PPM allows the tracking of the workflow in its lifecycle, giving all involved full transparency at any stage.
![Page 18: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/18.jpg)
PPM
Basic Navigation
![Page 19: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/19.jpg)
]project-opem[ 2007, Title / Speaker / 19
Basic NavigationLog In
To log in, open page http://ppm in a web browser, select CTP from the Dropdown menu and and enter your CTP credentials (username/password).
You must be connected to the CTP Network /
VPN to log in
![Page 20: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/20.jpg)
]project-opem[ 2007, Title / Speaker / 20
Basic NavigationHome Page
Home Page gives access to Home Page Workflow Inbox for each workflow relevant to you
Provides a summary of timesheet status
Home Page Workflow Inbox
Home Page Workflow Inbox
Timesheet SummaryTimesheet Summary
![Page 21: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/21.jpg)
]project-opem[ 2007, Title / Speaker / 21
Basic NavigationWorkflow Inbox
Home Page Workflow Inbox shows all incomplete workflows on which your input may be required
Action to be takenAction to be taken
TypeType
StatusStatus NameName
Note link not active – action belongs to another user
Note link not active – action belongs to another user
![Page 22: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/22.jpg)
]project-opem[ 2007, Title / Speaker / 22
Basic NavigationUsers
User tab shows a summary of all users in the system
![Page 23: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/23.jpg)
]project-opem[ 2007, Title / Speaker / 23
Basic NavigationUser – Details – Me
User details tab shows information concerning projects, contact information etc Allows editing, where access rights allow, of user’s personal details
Upload your photo
Upload your photo
Basic detailsBasic details
Contact information
Contact information
Past project summary
Past project summary
![Page 24: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/24.jpg)
]project-opem[ 2007, Title / Speaker / 24
Basic NavigationLog Out
To Log out, click on the Log Out button
![Page 25: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/25.jpg)
PPM
Timesheet
![Page 26: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/26.jpg)
]project-opem[ 2007, Title / Speaker / 26
Timesheet
Overview Tasks State Diagram Creation
– Workflow– Steps
Approved... What Next?– Workflow– Steps
Rejected... What Next?– Workflow– Steps
![Page 27: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/27.jpg)
]project-opem[ 2007, Title / Speaker / 27
TimesheetOverview
Submitter
Target Engagement
Approver
Engagement
Owner
Solution Lead
Group Manag
er
RFP Owner
Sales Manag
er
Delivery
Manager
Finance
Manager
Consultant
Engagement
Solution
Group RFP Pre-Sales
Delivery Area Management
Delivery Admin
Sub-contractor
Engagement
![Page 28: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/28.jpg)
]project-opem[ 2007, Title / Speaker / 28
TimesheetTasks
Engagement– T&M
• Billable• Billable Time - Special Rate• Non-Billable
– FTFP• Billable• Billable Time - Special Rate• Non-Billable• Warranty
– Managed T&M• Billable• Billable Time - Special Rate• Non-Billable
Group (Delivery)– Beach– Admin– Public Holiday– Vacation– Sick– Personal– Unpaid Leave– Military Service– Training & Conferences
Solution– Administration– Non-Billable Time
Pre-Sales - Prospects– Banking– Insurance– Telco– Services– Pharma– Industry– Consumer Goods– Public Sector– UN– Other
Delivery Area Management– Administration– Non-Billable Time
Delivery Admin– Meetings– Internal System Usage– Internal Projects– Recruitment Support
![Page 29: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/29.jpg)
]project-opem[ 2007, Title / Speaker / 29
Timesheet State Diagram
Approve
Submitted
Reject
Edit
Approved
RejectedCreated
New
Owner
Submit
Submitter
Submitter Submitter
OwnerSaved
Submit
Submitter
LegendInternal State
![Page 30: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/30.jpg)
]project-opem[ 2007, Title / Speaker / 30
Timesheet
Overview Tasks State Diagram Creation
– Workflow– Steps
Approved... What Next?– Workflow– Steps
Rejected... What Next?– Workflow– Steps
![Page 31: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/31.jpg)
]project-opem[ 2007, Title / Speaker / 31
TimesheetCreation – Workflow
Consultant
Add Timesheet Item(s)
Timesheet
Wait for Approval
Task added to Submitter’s and Approver’s Home Page Workflow Inboxes
Sub-contractor
![Page 32: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/32.jpg)
]project-opem[ 2007, Title / Speaker / 32
TimesheetCreation – Steps
1.Create timesheet entry by day or by week
2.Submit timesheet3.View & track Status
![Page 33: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/33.jpg)
]project-opem[ 2007, Title / Speaker / 33
TimesheetCreation – Step 1.1
From the timesheet tab, select the period for which you wish to add hours
By DayBy Day
By WeekBy Week
![Page 34: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/34.jpg)
]project-opem[ 2007, Title / Speaker / 34
TimesheetCreation – Step 1.2 (By Week)
Enter the required hours and click ‘Save hours’ button
![Page 35: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/35.jpg)
]project-opem[ 2007, Title / Speaker / 35
TimesheetCreation – Step 1.3
Use the ‘Other Options’ links on the left to select different Timesheet periods or projects.
Select different period / projectSelect different period / project
![Page 36: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/36.jpg)
]project-opem[ 2007, Title / Speaker / 36
TimesheetCreation – Step 2
IMPORTANT – Once you have entered the hours, you must submit the hours before the timesheet can be approved.
Click on Submit Hours to submit the timesheet
Click on Submit Hours to submit the timesheet
![Page 37: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/37.jpg)
]project-opem[ 2007, Title / Speaker / 37
TimesheetCreation – Step 3
All unapproved timesheet entries are displayed in your Home Page Workflow Inbox.
![Page 38: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/38.jpg)
]project-opem[ 2007, Title / Speaker / 38
Timesheet
Overview Tasks State Diagram Creation
– Workflow– Steps
Approved... What Next?– Workflow– Steps
Rejected... What Next?– Workflow– Steps
![Page 39: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/39.jpg)
]project-opem[ 2007, Title / Speaker / 39
TimesheetApproval – Workflow
Approver
Submitter
Task removed from Submitter’s and Approver’s Home Page Workflow Inboxes
Select task to be reviewed
Review and approve task
View & print timesheet details Timesheet
Home Page Workflow Inbox
![Page 40: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/40.jpg)
]project-opem[ 2007, Title / Speaker / 40
TimesheetApproval – What Next? – Steps
1.View2.Print
Optional
![Page 41: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/41.jpg)
]project-opem[ 2007, Title / Speaker / 41
Timesheet Approval – What Next?
Click on Day or Week total for details of the time entry
Click on Day or Week total for details of the time entry
Click on Day or Week total for details of the time entry for viewing &
printing
Click on Day or Week total for details of the time entry for viewing &
printing
![Page 42: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/42.jpg)
]project-opem[ 2007, Title / Speaker / 42
Timesheet
Overview Tasks State Diagram Creation
– Workflow– Steps
Approved... What Next?– Workflow– Steps
Rejected... What Next?– Workflow– Steps
![Page 43: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/43.jpg)
]project-opem[ 2007, Title / Speaker / 43
TimesheetRejection – Workflow
Approver
Submitter
Select task to be reviewed
Review and reject task
Home Page Workflow Inbox
Home Page Workflow Inbox
Select task to be modified
Edit & Re-Submit Timesheet Item(s)
Wait for Approval
Task removed from Approver’s Home Page Workflow Inbox and updated to Rejected/Modify
in Submitter’s Home Page Workflow Inbox
Task added to Submitter’s and Approver’s Home Page Workflow Inboxes
![Page 44: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/44.jpg)
]project-opem[ 2007, Title / Speaker / 44
TimesheetRejection – What Next? – Steps
1.Modify2.Re-submit
![Page 45: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/45.jpg)
]project-opem[ 2007, Title / Speaker / 45
Timesheet Rejection– What Next? – Step 1.1
Click on Modify Link from the Home Page Workflow
Inbox
Click on Modify Link from the Home Page Workflow
Inbox
![Page 46: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/46.jpg)
]project-opem[ 2007, Title / Speaker / 46
Timesheet Rejection– What Next? – Step 1.2
Click on EditClick on Edit
Journal shows steps and comments
Journal shows steps and comments
![Page 47: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/47.jpg)
]project-opem[ 2007, Title / Speaker / 47
Timesheet Rejection– What Next? – Step 2
Make changes and click OK. Workflow is resubmitted for
approval.
Make changes and click OK. Workflow is resubmitted for
approval.
![Page 48: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/48.jpg)
PPM
Expenses
![Page 49: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/49.jpg)
]project-opem[ 2007, Title / Speaker / 49
Expenses
Overview Types State Diagram Creation
– Workflow– Steps
Approved... What Next?– Workflow– Steps
Rejected... What Next?– Workflow– Steps
![Page 50: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/50.jpg)
]project-opem[ 2007, Title / Speaker / 50
ExpensesOverview
Submitter
Target Engagement
Approver
Engagement
Owner
Solution Lead
Group Manage
r
RFP Owner
Sales Manage
r
Delivery
Manager
Employee
Group
Consultant
Engagement Solution Group RFP Pre-Sales Delivery Area Management
Sub-contractor
Engagement
![Page 51: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/51.jpg)
]project-opem[ 2007, Title / Speaker / 51
ExpensesTypes
Air Travel Books Business Meetings Hotel IT Supplies & Software Mileage Office Supplies Other Employee Costs Parking / Tolls Per Diem Public Transport Restaurants Subscriptions & Memberships Taxi / Car Rental Telephone Training & Seminars
![Page 52: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/52.jpg)
]project-opem[ 2007, Title / Speaker / 52
ExpensesState Diagram
Approve
Rejected
Submitted
Reject
Approved
Deleted
Edit
New
Submitter
Submitter
Owner
Owner
Submitter
Delete
Validate
Validated
Finance
Post Approval/Validation
deletion of Expenses is an Admin task.
![Page 53: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/53.jpg)
]project-opem[ 2007, Title / Speaker / 53
Expenses
Overview Types State Diagram Creation
– Workflow– Steps
Approved... What Next?– Workflow– Steps
Rejected... What Next?– Workflow– Steps
![Page 54: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/54.jpg)
]project-opem[ 2007, Title / Speaker / 54
ExpensesCreation – Workflow
Add Expense Item(s)
Create Bundle with selected item(s)
Expenses
Wait for Approval
Task added to Submitter’s and Approver’s Home Page Workflow
Inboxes
Employee
Sub-contractor
![Page 55: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/55.jpg)
]project-opem[ 2007, Title / Speaker / 55
ExpensesCreation – Steps
1.Create Expense Items2.Create Expense Bundle3.View & track Status
![Page 56: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/56.jpg)
]project-opem[ 2007, Title / Speaker / 56
ExpensesCreation – Step 1.1
Use the Expenses Tab to add new expenses.
Add New ExpenseAdd New ExpenseAdd New ExpenseAdd New Expense
![Page 57: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/57.jpg)
]project-opem[ 2007, Title / Speaker / 57
ExpensesCreation – Step 1.2
Enter the details and click OK.
Projectcan notbe blank
![Page 58: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/58.jpg)
]project-opem[ 2007, Title / Speaker / 58
ExpensesCreation – Step 2
Select the relevant items
Select the relevant items
Request Bundle
Request Bundle
After creating, select the relevant items and click on Request Expense Bundle. An Expense Bundle groups one or more items from the same project for approval A Bundle cannot contain items from different projects Once added to a bundle, an item can no longer be edited or removed without deleting
the bundle
![Page 59: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/59.jpg)
]project-opem[ 2007, Title / Speaker / 59
ExpensesCreation – Step 3
All expense entries visible from the Home Page Workflow Inbox
Request Status
Request Status
Bundle for approval
Bundle for approval
![Page 60: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/60.jpg)
]project-opem[ 2007, Title / Speaker / 60
Expenses
Overview Types State Diagram Creation
– Workflow– Steps
Approved... What Next?– Workflow– Steps
Rejected... What Next?– Workflow– Steps
![Page 61: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/61.jpg)
]project-opem[ 2007, Title / Speaker / 61
ExpensesApproval - Workflow
Approver
Submitter
Task removed from Submitter’s and Approver’s Home Page
Workflow Inboxes
Select task to be reviewed
Review and approve task
Sign and provide to Finance with receipt(s)
View and print bundle details Expenses
Home Page Workflow Inbox
![Page 62: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/62.jpg)
]project-opem[ 2007, Title / Speaker / 62
ExpensesPost Approval – Steps
1.View Bundle2.Print Bundle3.Attached your receipts/tickets to the
Bundle and send them to Finance
Mandatory
![Page 63: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/63.jpg)
]project-opem[ 2007, Title / Speaker / 63
Expenses Post Approval – Step 1
From the Expenses page click on the amount of approved Bundle to view details
Bundle StatusBundle Status
![Page 64: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/64.jpg)
]project-opem[ 2007, Title / Speaker / 64
Expenses Post Approval – Step 2
Bundle details can be viewed or printedBundle details can
be viewed or printed
Workflow and Journal panels can
be closed
Workflow and Journal panels can
be closed
Workflow and Journal panels can
be closed
Workflow and Journal panels can
be closed Send the printed expense bundle to Finance along with
any original receipts
![Page 65: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/65.jpg)
]project-opem[ 2007, Title / Speaker / 65
Expenses
Overview Types State Diagram Creation
– Workflow– Steps
Approved... What Next?– Workflow– Steps
Rejected... What Next?– Workflow– Steps
![Page 66: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/66.jpg)
]project-opem[ 2007, Title / Speaker / 66
ExpensesRejection – Workflow
Approver
Submitter
Edit Expense Item(s)
Create and Submit Bundle with selected
item(s)
Select task to be reviewed
Review and reject task
Home Page Workflow Inbox
Home Page Workflow Inbox
Select task to be modified
Delete bundle
Wait for Approval
Task removed from Approver’s Home Page Workflow Inbox and updated to Rejected/Modify
in Submitter's Home Page Workflow Inbox
Task added to Submitter’s and Approver’s Home Page Workflow Inboxes
![Page 67: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/67.jpg)
]project-opem[ 2007, Title / Speaker / 67
If you need to edit and re-submit your expenses:
1.Delete of the Bundle2.Edit the relevant expense items3.Create a new Bundle4.Submit the new Bundle
If the expense item(s) does not need to be re-submitted, no action from your side is required.
ExpensesPost Rejection – Steps
As per initial submission
![Page 68: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/68.jpg)
]project-opem[ 2007, Title / Speaker / 68
ExpensesPost Rejection – Step 1
If a bundle is rejected, then the bundle must be deleted before the items can be edited.
DeleteDelete
Select BundleSelect Bundle
Unavailable for selection as part
of bundle
Unavailable for selection as part
of bundle
![Page 69: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/69.jpg)
]project-opem[ 2007, Title / Speaker / 69
ExpensesPost Rejection – Step 2
Once the bundle has been deleted, it is possible to edit the items once again. After editing, recreate a bundle as before to restart the approval process.
Bundle removedBundle
removed
Items available for editing
Items available for editing
![Page 70: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/70.jpg)
PPM
Absence
![Page 71: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/71.jpg)
]project-opem[ 2007, Title / Speaker / 71
Absence
Overview Types State Diagram Creation
– Workflow– Steps
Approved... What Next?– Workflow– Steps
Rejected... What Next?– Workflow– Steps
![Page 72: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/72.jpg)
]project-opem[ 2007, Title / Speaker / 72
AbsenceOverview
Submitter
Target Engagement
Approver
Engagement
Owner
Group Manager
RFP Owner
Employee Group
Consultant
Engagement Group RFP
Sub-contractor
Engagement
![Page 73: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/73.jpg)
]project-opem[ 2007, Title / Speaker / 73
AbsenceTypes
Vacation Sick Compensation – On an engagement only Employee Birth of Child Employee Moving Employee Wedding Military Service Special Leave Maternity Special Leave Family Member Wedding Special Leave Death (Direct Family Member) Special Leave Death (Indirect Family Member) Special Leave Unpaid Wellness - BE Wellness - BS Wellness - GE Wellness - NE Wellness - VD Wellness - ZH
Only to be used in cases where a Wellness Day is
taken on a different day to that of your home office due
to client requirements
![Page 74: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/74.jpg)
]project-opem[ 2007, Title / Speaker / 74
AbsenceState Diagram
Approve
Rejected
Submitted
Reject
Approved
Deleted
Edit
New
Submitter
Submitter
Owner
Owner
Submitter
Delete
Post Approval or Validation deletion
of Absence Requests is an
Admin task.
![Page 75: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/75.jpg)
]project-opem[ 2007, Title / Speaker / 75
Absence
Overview Types State Diagram Creation
– Workflow– Steps
Approved... What Next?– Workflow– Steps
Rejected... What Next?– Workflow– Steps
![Page 76: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/76.jpg)
]project-opem[ 2007, Title / Speaker / 76
AbsenceCreation – Workflow
Add Absence Item(s)
Absences
Wait for Approval
Task added to Submitter’s and Approver’s Home Page Workflow Inboxes
Employee
Sub-contractor
Can only log the following types:
• Military Service• Sick• Special Leave Maternity• Vacation
![Page 77: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/77.jpg)
]project-opem[ 2007, Title / Speaker / 77
AbsenceCreation – Steps
1.Request absence through Absence or Home tabs
2.Select the Absence Request type3.Enter information about Absence
Request & submit the Absence Request4.View & track Status
![Page 78: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/78.jpg)
]project-opem[ 2007, Title / Speaker / 78
AbsenceCreation – Steps 1
Can be accessed from the Absence Tab
![Page 79: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/79.jpg)
]project-opem[ 2007, Title / Speaker / 79
AbsenceCreation – Steps 1 (alternative)
Or directly from your Home Page
![Page 80: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/80.jpg)
]project-opem[ 2007, Title / Speaker / 80
AbsenceCreation – Steps 2
![Page 81: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/81.jpg)
]project-opem[ 2007, Title / Speaker / 81
AbsenceCreation – Steps 3
Add Absence Details and click OK
![Page 82: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/82.jpg)
]project-opem[ 2007, Title / Speaker / 82
AbsenceCreation – Steps 4
Use the Absences tab to view your absences and their status – Approved (shown as Active), Requested or Rejected
![Page 83: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/83.jpg)
]project-opem[ 2007, Title / Speaker / 83
AbsenceCreation – Steps 4 (alternative)
All unapproved absence entries (and their status) can also be viewed from the Home Page Workflow Inbox
Status of RequestStatus of Request
![Page 84: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/84.jpg)
]project-opem[ 2007, Title / Speaker / 84
Absence
Overview Types State Diagram Creation
– Workflow– Steps
Approved... What Next?– Workflow– Steps
Rejected... What Next?– Workflow– Steps
![Page 85: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/85.jpg)
]project-opem[ 2007, Title / Speaker / 85
AbsenceApproval – Workflow
Approver
Submitter
Task removed from Submitter’s and Approver’s Home Page
Workflow Inboxes
Select task to be reviewed
Review and approve task
View & print absence details
Absence
Home Page Workflow Inbox
![Page 86: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/86.jpg)
]project-opem[ 2007, Title / Speaker / 86
Absence Approval – What Next? – Steps
1.View2.Print
Optional
![Page 87: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/87.jpg)
]project-opem[ 2007, Title / Speaker / 87
Absence Approval – What Next? – View & Print
A summary of approved absences can be viewed from the Calendar view in the Timesheet and further details can be viewed in the Absences tab
Click on Name for more details and printable pageClick on Name for more
details and printable page
![Page 88: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/88.jpg)
]project-opem[ 2007, Title / Speaker / 88
Absence
Overview Types State Diagram Creation
– Workflow– Steps
Approved... What Next?– Workflow– Steps
Rejected... What Next?– Workflow– Steps
![Page 89: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/89.jpg)
]project-opem[ 2007, Title / Speaker / 89
AbsenceRejection – Workflow
Approver
Submitter
Select task to be reviewed
Review and reject task
Home Page Workflow Inbox
Home Page Workflow Inbox
Select task to be modified
Edit and Save Absence Item(s)
Wait for Approval
Task removed from Approver’s Home Page Workflow Inbox and updated to Rejected/Modify
in Submitter’s Home Page Workflow Inbox
Task added to Submitter’s and Approver’s Home Page Workflow
Inboxes
![Page 90: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/90.jpg)
]project-opem[ 2007, Title / Speaker / 90
AbsencePost Rejection – Steps
If you want to edit and re-submit your absence:1.Click on the name of the Rejected Absence in the
Absence tab2.Click Edit and alter the details3.Click OK – this resubmits the request
If, after rejection, the absence does not need be re-submitted, no action from your side is required.
![Page 91: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/91.jpg)
PPM
Remaining Tabs
![Page 92: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/92.jpg)
]project-opem[ 2007, Title / Speaker / 92
Remaining Tabs Engagements
Engagements (projects or groups) to which employees can be assigned
![Page 93: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/93.jpg)
]project-opem[ 2007, Title / Speaker / 93
Remaining TabsEngagements – Searching / Filtering
The list of Engagements can be filtered by Type, Company, Member etc
Select Group Management & click Go to run the filter
Select Group Management & click Go to run the filter
Click on Name to view details
Click on Name to view details
Click on Name to view details
Click on Name to view details
Use Number to search directly for
the Group
Use Number to search directly for
the Group
![Page 94: Project Portfolio Management PPM User Guide Employees & Consultants Version 1.1](https://reader035.vdocument.in/reader035/viewer/2022062300/56649d985503460f94a8313c/html5/thumbnails/94.jpg)
]project-opem[ 2007, Title / Speaker / 94