CATIS2 Standalone Time Reporting
Agenda
I - Quick Overview
CATIS II Time Reporting
Portal Functions
User Roles in CATIS II
Entry of Timedata
CATIS II Management View
Web Report – PP Team Weekly Report
Team Utilization Report (Web)
Utilization Report (Excel)
II – Time Reporting with CATIS II
User Access to the CATIS2 Web-Site
User Access to the CATIS2 Web-Site .. after login to CATIS II
User Access to CATIS II Web-Site Access Failure
Projects in CATIS II
Projects and Memberships
4. Project Attributes
Utilization Definition
Weekly Timesheet (Weekly)
Timesheet functions
Edit functions
Additional fields: Role, Point in Time, Complete
Color coding of Weekly Calendar
Month End
Reporting a problem
Getting Notifications: eCAT
Links (Summary)
Whom to contact …
Questions?
5.51M
Category: informaticsinformatics

CATIS2 Standalone Time Reporting

1. CATIS2 Standalone Time Reporting

17-June 2008
Detlef H. Hoffmann
© 2006 Hewlett-Packard Development Company, L.P.
The information contained herein is subject to change without notice

2. Agenda


What we will not cover …
− Time Reporting with CATIS2 + CATW
− In-depth Reports, PM (Managers Session)
What we will cover …
− Quick Overview CATIS2
− The Tasks
Activity Planning
Time Reporting (Approving a ‚Weekly‘)
Projects
Month End
Consultant (Web-)Reports
Reporting a problem
− Questions???
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3. I - Quick Overview


CATIS2 Installed base / Clients
CATIS2 Application
− CATIS2 Web-Site
− CATIS2 Grouping Tools
− CATIS2 Reporting Services
− CATIS2 Excel Services
− CATIS2 Database Services / Versioning
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4. CATIS II Time Reporting

CATIS II may be used in different ways:
o As a Time-Reporting and Planning Solution together with CATW/COMPASS
o As a complete Time-Planning and -Reporting Solution (standalone CATIS II)
o As a Management Reporting Solution, where time reporting and planning is done in
CATW
The ‘usage mode’ is configured per CATIS II client (an organizational entity,
most often a country organization, such as C&I Denmark or Turkey)
Multiple clients can co-exist / Management reporting across client boundaries
is possible
Currently we have about 35 clients with a total of 5500 time reporters (mainly
C&I EMEA) / May 2008
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5. Portal Functions

Users, Roles and Rights
Feedback and Notification
Logging and Tracing
Search
WorkAs (Three variants: User level, PA, priv‘d search)
Reporting Framework
Administration and Configuration
Grouping
Client Environment (i.e., different menues in same role)
Data Feeders
Versioning
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6. User Roles in CATIS II

Consultant
Project Manager
Project Assistant (PA)
L1/PP, L2/MPP, L3,
(Country) HQ, EMEA
Workforce Manager (RM)
Resource Broker (RB)
Region (GWE,..)
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Guest * (currently not used)
Client Administrator
Administrator
Report Developer
Developer

7. Entry of Timedata


Activity Planning
Time Reporting
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8. CATIS II Management View

CATIS2
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9. Web Report – PP Team Weekly Report

Split weeks for
week number 39
Records are sorted on
Employee last name
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Split weeks
for week
number 44

10. Team Utilization Report (Web)

In Roles:
• RM
• HQ, MPP, PP
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11. Utilization Report (Excel)

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12. II – Time Reporting with CATIS II

1.
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The Environment
o
System Status / Messages
o
WorkAs
2.
Projects
3.
Activity Planning
4.
Time Reporting
5.
Month End
6.
Consultant (Web-)Reports
7.
Reporting a problem

13.

Connect to CATIS II ...
http://intranet.hp.com/HPIT/GetIT/EmpRemoteAccess/Pages/SWA.aspx
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14.

Connect to CATIS II ...
... with the url
http://catis.hp.com/catis2
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15. User Access to the CATIS2 Web-Site

http://catis.hp.com/catis2
Single Sign-On through SiteMinder
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16. User Access to the CATIS2 Web-Site .. after login to CATIS II

Import/Data
Status
Here, you see the role,
you actually work in
Message to all
Consultants
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Choose „Preferences“ to
customize your work
environment

17. User Access to CATIS II Web-Site Access Failure

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18. Projects in CATIS II

CATIS II Projects are from different Sources:
COMPASS
CATIS II
CATIS II Client Projects
CATIS II Temporary Projects
− User specific
− Global
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19. Projects and Memberships

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Only selected projects are available for time
reporting (membership)
If a project has open membership, a user can
add a membership in ‘self service’
Otherwise the project owner or client
administrator can set the membership (closed
or controlled membership)
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20. 4. Project Attributes

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21. Utilization Definition

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22. Weekly Timesheet (Weekly)


Planning data (blue) current and future month’s
Time reporting (green) facts for charging cost
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23. Timesheet functions


‘Save’ – Planning data
‘Approve’ – Releases data for cost charging
Correction Mode – for approved data (only
possible before month end)
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24. Edit functions


Cut and Paste (selective/all)
Edit entry by clicking in ‘Type’ field
Series
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Long Comments
Additional fields (see
Preferences)

25. Additional fields: Role, Point in Time, Complete

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26. Color coding of Weekly Calendar

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Grey
No data present
Blue
Planning data available for
the given week
Green
Approved Timedata
Yellow
Planning and approved
timedata available
Red
Conflicts / Errors

27. Month End

1.
Click the ‘i’ button in ‘Monthly Closing Control’ for details
2.
Select ‘Modify Closing Date’ to change date/time
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28. Reporting a problem


Please do not send Emails!
Use the standard IT Facilities instead
https://mysupport.hp.com/radix/bin/quick_call_
qualification?externalId=catis-ii
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29. Getting Notifications: eCAT

Subscribe to CATIS
II and you will get
Infos regarding
Downtimes and
other Incidents
http://ecat.atlanta.hp.com/ecat
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Link available from
CATIS II Portal

30. Links (Summary)


Secure Web Access (from Internet, see):
− http://intranet.hp.com/HPIT/GetIT/EmpRemoteAccess/Pages/SWA.aspx
CATIS2 Web-Site:
− http://catis.hp.com/catis2
Log a call:
− https://mysupport.hp.com/radix/bin/quick_call_qualification?externalId=catis-ii
• Register for eCAT Notifications:
− http://ecat.atlanta.hp.com/ecat
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31. Whom to contact …

CATIS II Client Administration (Middle East):
Marianito Real :
[email protected]
Mobile: 00 973 3 9695042
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32. Questions?

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