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h2. Using Daptiv to track resource commitments in CSS Work
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Outline for the upcoming kickoff / training session 

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*Goal:* set up a 90-minute demo/workshop for CSS Managers to understand how to use Daptiv for recording in a central tool their resource commitments to projects or tasks. *Course/Demo Outline{*}1.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Introduction to Daptiv

a.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Logging in, even if you have no projects of your own to supervise.

b.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Getting useful reports out - +Director's Portfolio Summary+ and the individual +Project Snapshot+

2.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Being a Team Leader in Daptiv \-\- Assigning Resources to Projects and Tasks

a.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Understanding the current IS&T Project model, as it impacts the decision tree on how exactly to respond to resource requests generated from outside or from within.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;i.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Type A: *SAIS*.&nbsp;
A formal Daptiv project exists, has a WBS that is actively managed by a PM, uses Resource Assignments, requires Timesheets.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;ii.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Type B: *ISDA* and others
A formal Daptiv project exists, has a nominal WBS but is mainly a placeholder for Director Snapshot Portfolio updates.&nbsp; May or may not use Resource Assignments (likely not), no timesheets.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;iii.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Type C: *CSS Collective Effort*
A named chunk of work, either a Project or Support entity in the Daptiv sense, owned at the CSS level, with resource contributions from multiple CSS teams.&nbsp; Each participating team lead would be a PM and would issue requests as needed.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;iv.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Type D: *Team Internal* Work
Tasks are created within a single Support project managed by the RM of the team, and people are assigned by the RM internally.

b.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Decision Tree for getting resource assignments to happen
Think about the project...

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;i.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;*If it is SAIS*, ask the project PM to issue a resource request for your person; as your team's Resource Manager, fill the request by assigning hours of a person to that task/project.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;ii.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;*If it not SAIS*, does the PM want to deal with Resource Requests?

1.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; *If PM will handle resource requests*, have the PM issue the resource request, then fill it as RM of your team.

2.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; *Else*, create your own Project or Team Internal task

c.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Use Cases

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;i.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Pubs has decided to assign Esther Yanow 50% for a month to update the documentation of the Parking page.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;ii.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Veronica Dulong alerts CSS at XDPP that a certain project will need a Training resource to develop course content for a new component of an SAIS system

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;iii.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;The Exchange Rollout project wants to track the time of all the staff working on it, drawing from many lines of business in CSS.

3.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Reporting out on Resource Assignments and Availability

a.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Say you've gone to all the trouble of explicit resource assignments, how to get out a month-by=month report of who is assigned how much to what?&nbsp;
We think there is an existing report that, by person for a list of people, will list Allocation (Resource Allocation) vs Actual (Timesheet) hours per project, per task.

4.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Looking ahead, what would it be like to collect Actuals and is it feasible and useful?

a.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Jeff Reed's team doing timesheets now - report out on how that has been going

b.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; SAIS' round it to 4-hours idea...

&nbsp;