frs financial summit presentations 31 teammate
TRANSCRIPT
TeamMate EWP
R10.1 New Features
What’s Coming in R10.2
Pamela Dill McCoy
Director, Federal Government Practice-
TeamMate
What’s New in EWP R10.1?
TeamMate Suite Ribbon
What’s Coming in R10.2
Real Time Issue Tracking
Auto Sync
6
4
3
2
April 24, 2012
Survey Results in Projects 1
Password Reset 5
Create Web-based surveys & survey templates in TeamCentral
Send project-specific surveys from EWP “Survey Manager”
Pre-project Planning
Post-project Results
View results from EWP project
View and/or export Summary of Survey Results
Quickly & Easily navigate to other modules
Start tracking issues & recommendations as identified
Before project is complete
Enabled by policy
Team can select issues for immediate issue tracking
No further editing permitted in EWP
Updates (policy permitting) made in TeamCentral
Can “unrelease” issues from TeamCentral if no updates made in
TeamCentral
Additional policy to restrict releasing issues to only those in Reviewed
state
EWP message when opening an Issue released “real-time”
OTE: Plan your synchronization schedule. If you are syncing more frequently
than daily, or less frequently than weekly, consider adjusting your schedule.
Because synchronization is a processing intensive operation, you should use
it whenever you need to share your changes with other team members, or you
need to get other team member changes. Avoid using synchronization as a
“Save” button to make the best use of your resources.
Allows centralized replicas to sync to master without user
interaction
Scheduled process runs on unattended console
Can enable or disable replication operations
Can set frequency and time of synchronization
Automated e-mail notifications (you choose the trigger)
Projects that did/did not sync
Conflicts
Locked or Read Only
Merged or Discarded status
Can only be used on SQL/Oracle databases
Project Owner cannot change password of other team
members
Can only change their own password
Contact TeamSuite Administrator to perform password
change in TeamAdmin
Rewriting the Work Program to Grid-style viewer
More intuitive interface
Allows another major replacement of the legacy HTML editor
Matches the UI style of Issue Viewer
Introduction of perspectives
Supports both checklist and classic style procedures
Can view multiple Work Programs and their Procedures in the
same view
Work Program Iceberg is no longer ‘hidden’
Can see if there are links to Risks, Controls, Issues in the Grid
Technical architecture designed to align with NextGen initiatives
View of New Work Program with ‘Classic’ Procedures
Work Program Iceberg
View of New Work Program with ‘Checklist’ Procedures
Details can be expanded to view
additional guidance for a test and to document
notes
Yes/No/ N/A can be selected directly in the grid
Signoffs can be done directly in the grid
Setup Done in TeamAdmin as a new group type
Groups assigned to Project and/or Template in EWP
EWP Login Allows for login as a member of a group
Login will be Read Only
Archive These groups can be used to login to archived projects
TeamAdmin Function
Can select EWP projects to archive based on finalized status or closed status
Cannot archive a closed project though if it was archived on finalize
Filters provided to easily find projects
ONLY EWP project data is archived (not timesheets, expenses, schedules, risk assessments, etc.)
Only archiving SQL or Oracle centralized database
Archive Database
Schema matches production database
IN THEORY – TeamCentral reports could be run on this database
TeamMate EWP and the EWP Reader can read this database
No other archive storage is supported
Thank you for attending today!