software user's manual - spring 2018 · software user's manual ... system is a project...

Software User's Manual

Transportation Grant Fund Database

Team #14

Team Members Roles

(Primary)

Kirill Khistyaev Software Architect

Karim Sacre Project Manager

Darren Liu Tester

Stephan Rice IIV&V

Zhanna Seitenova Life Cycle Planner

Ayman Khalil Operational Concept Engineer

04.07.2012

TGFD User Manual (UM) Version 2.0

Table of Contents TABLE OF CONTENTS ............................................................................................................................... II

TABLE OF TABLES.................................................................................................................................... III

TABLE OF FIGURES ..................................................................................................................................IV

1. Introduction .......................................................................................................................................................1

1.1 System Overview.......................................................................................................................................1

1.2 System Requirements ................................................................................................................................1

2. Installation Procedures.......................................................................................................................................2

2.1 Initialization procedures ............................................................................................................................2

2.2 Re-installation............................................................................................................................................2

2.3 De-installation............................................................................................................................................2

3. Operational Procedures......................................................................................................................................3

4. Troubleshooting...............................................................................................................................................13

4.1 Frequently Asked questions.....................................................................................................................13

4.2 Error Codes and Messages.......................................................................................................................13

4.3 Note .........................................................................................................................................................13

UM_IOC2_S12b_T14_V2.0.doc ii Version Date: 04/07/12

TGFD UserManual (UM) Version 2.0

Table of Tables No table of figures entries found.

UM_IOC2_S12b_T14_V2.0.doc iii Version Date: 04/07/12

TGFD UserManual (UM) Version 2.0

Table of Figures Figure 1: Log in.............................................................................................................................................................3

Figure 2: Portfolio Page ...............................................................................................................................................3

Figure 3: Sign Out.........................................................................................................................................................4

Figure 4: Add New Project............................................................................................................................................4

Figure 5: Choose Site Template ....................................................................................................................................5

Figure 6: Project Home page ........................................................................................................................................6

Figure 7: Create MOU report .......................................................................................................................................7

Figure 8: Add MOU report............................................................................................................................................7

Figure 9: MOU form .....................................................................................................................................................8

Figure 10: MOU library................................................................................................................................................8

Figure 11: List of projects .............................................................................................................................................9

Figure 12: Add New Task............................................................................................................................................10

Figure 13: New Task form...........................................................................................................................................10

Figure 14: Add Document ...........................................................................................................................................11

Figure 15: Choose document for upload.....................................................................................................................11

Figure 16: download Document..................................................................................................................................12

UM_IOC2_S12b_T14_V2.0.doc iv Version Date: 04/07/12


1. Introduction

1.1 System Overview Transportation Grant Fund Database (TGFD) system is a project management system designed to help manage Los Angeles department of Transportation (LADOT) projects. Main purpose of the system is to store projects’ information and documents, keep track of the project status, improve communication between projects team members and generate quarterly reports. System is based on the Microsoft SharePoint 2010 and Project Management (PM) Central plug-in to it. Thus the system provides all the standard functionality available in SharePoint and PM Central. Description of these functionalities can be found in corresponding manuals. SharePoint 2010 Resources for End Users: http://sharepoint.microsoft.com/en-us/resources/Pages/End-User-Training-Guide.aspx SharePoint Project Management Central for SharePoint 2010 Documentation: http://store.bamboosolutions.com/onlinedoc/Default.aspx#AppID=1780

1.2 System Requirements TGFD system is server-client web-based application and thus it has very basic requirements for the user’s machine.

1.2.1 Hardware Requirements Hardware requirements are defined by the Windows 7 hardware requirements which are*:

• 1 gigahertz (GHz) or faster 32-bit (x86) or 64-bit (x64) processor • 1 gigabyte (GB) RAM (32-bit) or 2 GB RAM (64-bit) • 16 GB available hard disk space (32-bit) or 20 GB (64-bit) • DirectX 9 graphics device with WDDM 1.0 or higher driver

* according to http://windows.microsoft.com/en-US/windows7/products/system-requirements

1.2.2 Software Requirements • Windows 7 • Internet Explorer 8 or 9 • Acrobat Reader 9.0 or X

1.2.3 Other Requirements

• LADOT intranet access (either directly or through the Internet and VPN)

UM_IOC2_S12b_T14_V2.0.doc 1 Version Date: 04/07/12

http://sharepoint.microsoft.com/en-us/resources/Pages/End-User-Training-Guide.aspx

http://store.bamboosolutions.com/onlinedoc/Default.aspx#AppID=1780


2. Installation Procedures There is no installation procedure for users because the system should be used directly through the Internet Explorer browser without installation.

2.1 Initialization procedures Not applicable.

2.2 Re-installation Not applicable.

2.3 De-installation Not applicable.



3. Operational Procedures SharePoint 2010 Resources for End Users: http://sharepoint.microsoft.com/en-us/resources/Pages/End-User-Training-Guide.aspx SharePoint Project Management Central for SharePoint 2010 Documentation: http://store.bamboosolutions.com/onlinedoc/Default.aspx#AppID=1780 Here is a description of some of the basics steps you can do using the system:

1. Login to the System 1. Type in http://10.94.14.117/PMC in address bar of Internet Explorer 2. Enter username and password

Figure 1: Log in

3. You will be redirected to the main PM Central page (Portfolio)

Figure 2: Portfolio Page


http://sharepoint.microsoft.com/en-us/resources/Pages/End-User-Training-Guide.aspx

http://store.bamboosolutions.com/onlinedoc/Default.aspx#AppID=1780

http://10.94.14.117/PMC


2. Log out: To log out from the system press an arrow at the top right corner and press Sign out in the drop down menu:

Figure 3: Sign Out

3. Create New Project In order to create a new project

1. Click Central Action -> Add New Project

Figure 4: Add New Project



2. Fill in project information at the project creation page: Type in Title Leave Use default permissions as is Choose Quarterly Report Project at Site template multiple choice field:

Figure 5: Choose Site Template

and click Create



3. You will be redirected to the Project Home page

Figure 6: Project Home page

4. Create Report 1. Click Quick Launch -> MOU to create or view MOU report



Figure 7: Create MOU report

2. You will be redirected to the Reports Library page. 3. Click “Add document” button to create an MOU report

Figure 8: Add MOU report



4. MOU form will appear. Fill in the form and click Save

Figure 9: MOU form

5. InfoPath and pdf versions of the MOU report will appear in the library:

Figure 10: MOU library

5. View an Existing Report In order to view an existing report simply click on a report in a library list



6. View Existing Projects: 1. Go to the Portfolio page of the PM central (http://10.94.14.117/PMC/) 2. Choose the project form the Project Summary table and click on the Site Path (second column) of this

project

Figure 11: List of projects

3. You will be redirected to the Project Home page 4. To see Quarterly Reports click Quick Launch -> MOU or LOA 5. You will be redirected to the MOU or LOA library. 6. Click on the report you want to see.


http://10.94.14.117/PMC/


7. Add a New Task: 1. On Project Home page go to the task Due This Week Web part

Figure 12: Add New Task

2. Click Add new item

3. New Item form will appear. Fill in and click Save

Figure 13: New Task form



8. Attach the Document

1. Click “Add Document” button on the bottom left of the Project Home page

Figure 14: Add Document

2. Choose the document and press OK

Figure 15: Choose document for upload



9. Download Document 1. Click on a document name in the document list:

Figure 16: download Document

2. Save document on your hard disk.



4. Troubleshooting If you have any troubles using software or have additional questions you can contact Mony Patel at [email protected] or Richard Harada at [email protected] .

4.1 Frequently Asked questions There are none yet.

4.2 Error Codes and Messages There are none yet.

4.3 Note TGFD – Transportation Grant Fund Database LADOT – Los Angeles Department of Transportation SharePoint – Microsoft SharePoint 2010 PM Central – Project Management Central


mailto:[email protected]

mailto:[email protected]

software user's manual - spring 2018 · software user's manual ... system is a project...

Documents