Frs Financial Summit Presentations 31 TeamMate

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TeamMate EWP R10.1 New Features What’s Coming in R10.2 Pamela Dill McCoy Director, Federal Government Practice- TeamMate

Transcript of Frs Financial Summit Presentations 31 TeamMate

Page 1: Frs Financial Summit Presentations 31 TeamMate

TeamMate EWP

R10.1 New Features

What’s Coming in R10.2

Pamela Dill McCoy

Director, Federal Government Practice-

TeamMate

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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

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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

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Quickly & Easily navigate to other modules

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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.

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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

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Project Owner cannot change password of other team

members

Can only change their own password

Contact TeamSuite Administrator to perform password

change in TeamAdmin

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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

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View of New Work Program with ‘Classic’ Procedures

Work Program Iceberg

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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

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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

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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

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Thank you for attending today!