Ready Reckoner ver 1.

IPMS READY RECKONER

FOR

INTEGRATED PROJECT MANAGEMENT SYSTEM 6.1

VERSION 1.0

November 2006

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Ready Reckoner ver 1.0

CONTENTS
1. 2. 3. 4. 5. Introduction..........................................................................................................................................4 Intended Audience ................................................................................................................................4 Roles in IPMS........................................................................................................................................4 Features at a Glance .............................................................................................................................4 Working with IPMS ................................................................................................................................5

5.1 5.2 5.3 5.4 5.5 5.6 5.7 5.8 5.9 5.10 5.11 5.12 5.13 5.14 5.15 5.16 5.17 5.18 5.19 5.20

Logging on to IPMS.................................................................................................................5 Creating a Project....................................................................................................................5 Planning a Project....................................................................................................................5 Entering and Approving Timesheet .....................................................................................9 Approving Billing Vitals ........................................................................................................10 Initiating IQA/UAT .................................................................................................................11 Initiating an EQA Request ...................................................................................................11 Logging Defects .....................................................................................................................11 Tracking and Closing Defects .............................................................................................12 Preparing Release Notice of an Item ................................................................................12 Releasing an Item without a Release Notice ..................................................................13 Creating Document Master List and Document Distribution List ...............................13 Doing an FI .............................................................................................................................13 Logging a Change Request and Following Change Management Procedures .........14 Creating a Problem Report and Following Problem Management Procedures ........14 Creating a Baseline ...............................................................................................................15 Maintaining the Configuration Register ............................................................................15 Handling Client Supplied Products.....................................................................................16 Setting up Access Permission.............................................................................................16 Generating Different Types of Reports.............................................................................16

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5.21 5.22 5.23 5.24 5.25 5.26

Generating Multi-WON Reports..........................................................................................16 Capturing CSS through IPMS..............................................................................................17 Initiating PSU/PWU through IPMS .....................................................................................17 Carrying out Issue Management........................................................................................18 Carrying out Risk Management ..........................................................................................18 Checking Project Status through the Dashboard...........................................................18

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1.

Introduction

Integrated Project Management System (IPMS) V6.1 is a Web based centralised application for project management and timesheet entry. IPMS is compliant with iQMS, the TCS integrated Quality Management System. This document should only be used as a memory refresher and not as a substitute for online help or training on IPMS. For detailed information on any functionality, please refer to the online help and IPMS Usage Guidelines (TCS-iQMS-113).

2.

Intended Audience

All employees and business associates (BA) of TCS.

3.

Roles in IPMS

Regular Users GL: Group Leader (GL)/Regional Manager (RM)/Business Relationship Manager (BRM)/Project Manager (PM). PL: Project Leader (PL)/Account Manager (AM), Module Leader (ML). TM: Team Member (TM). Special Users Delivery Centre Head (DCH), Quality Assurance Group (QAG), Software Engineering Process Group (SEPG), Corporate Software Engineering Process Group (CSEPG), Corporate Quality Assurance Group (CQAG), IPMS COORDINATOR.

4.

Features at a Glance
8. Defect Logging and Tracking 9. Final Inspection Reports Generation 10. Item Register Usage 11. Release Notice DML, DDL, Product Delivery Note Preparation 12. Change Management and Problem Management 13. Baseline and Configuration Management

1. Project Creation 2. Project Planning 3. Project Monitoring 4. Timesheet Entry, Approval 5. Billing Vital Approvals 6. Quality Assurance 7. Review Reports Generation

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Ready Reckoner ver 1.0 14. CSS Capturing 15. Exporting of Phases-tasks-subtasks to MSP / Excel 16. Risk Management 17. Issue Management 18. Project Document Management 19. Unified Metrics Report Generation 20. Adhoc Reports Generation 21. Dashboard Usage

5.

Working with IPMS

5.1

Logging on to IPMS

1. Log on to Ultimatix. 2. Click on the Integrated Project Management System link. The IPMS Portal appears. Read the latest enhancement messages on IPMS. 3. Select your project, and click Go. The IPMS home page appears. Note: You could click the quick link Timesheet Entry .

5.2

Creating a Project

A GL or a Key Member can create a project in IPMS. Related approved Work Order Numbers (WONs) with the same IP and project type (development, maintenance, etc.) and billing type (T&M, Pure turnkey, job, etc.) can be combined to form one project. To do this: 1. From the IPMS menu, select Project Mgmt>Project Tracker. The Project Tracker screen appears. 2. Click New. 3. In the Project Creation and WON Association screen, select a WON/SWON and a primary WON. Enter data in all the mandatory fields and click Submit . When more than one WON/SWON is combined to form a project, the project needs to be approved by DCH/QAG before it can be used.

5.3

Planning a Project

The PL can perform the following operation in planning a project. The other member of the project can perform this operation, provided the PL gives appropriate access through the Grant Access Permission screen.

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Ready Reckoner ver 1.0 What is an Item and how is it created? Items are the individual work products of a project. All deliverables should be entered in the system as configurable Items. 1. From the IPMS menu, select Project Mgmt>Item Setup>Item and Item Version. The Item Register screen appears. 2. Click New. 3. Enter the details of the item and save them.

What is the hierarchy of the work structure and its relationship with an Item? The highest element in the work structure hierarchy is a Phase, followed by Task and Sub-task. Level 1----------Phase Level 2---------------Task Level 3-----------------------Sub-task A task or sub-task can be associated with an item and a module. Both tasks and sub-tasks can be assigned to project members and they can log effort in the timesheet against these tasks/sub-tasks.

What is the hierarchy of an Item? An item can consist of many sub-items. The item and its sub-items behave in the same way. What is a Module? A Module is a high level component of the project. The two default modules in IPMS are Common Activities (COM) and Technical Activities (TCX). You can create new modules. A module can be associated with phases and tasks.

How to create a Phase? 1. From the Tracker. IPMS menu, select Project Mgmt>WBS Planning and Monitoring>Phase

2. In the list screen click New. 3. Enter the details of the phase.
4.

Save the details .

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Ready Reckoner ver 1.0 How to create a Task and assign it? 1. From the IPMS menu, select Project Mgmt>WBS Planning and Monitoring>Task Creation and Assignment. 2. In the list screen click New. A new row is added at the bottom of the list. 3. Enter the details of the task. Be careful while selecting the Task Category. The list of Task Categories is generated depending on the SDLC code of the phase within which the particular task is being created. If you find that the Task Category combo box is empty or that the required task categories are not present, from the Housekeeping menu, select Customize Task Category and customize the Task Category for that phase.
4.

Select the task(s) and click Assign Tasks to assign the task to the team members.

How to create a Sub-task? 1. From the screen with the list of tasks, select a task and click Sub-Tasks . The list of sub-tasks appears.
2.

Click New to add a new sub-task.

How to copy a Template? Template projects are created in IPMS for each type of project. This template project data can be copied into another project to ensure that uniform standards are followed in the project plan preparation. 1. From the IPMS menu, select Project Mgmt>Copy WBS>From Template Projects. 2. The View and Copy Template screen lists all available template projects for your project type. The list also shows the applicable IP/SP for the template. 3. Select phases, tasks, and items from the template project and click Copy .

How to customize Task Category Codes? Task category is used to identify and denote the category of a task. Effort spent on each category of task can be classified easily using the task category and these efforts are reported through metrics and reports and used by quality group. Task categories can be customized under a SDLC phase. 1. From the IPMS menu, select Housekeeping>Customize Task Category . 2. Select the relevant SDLC phase and click on Customize Task Category. 3. In the Customize Task Category Code screen, include or exclude the task categories in the list and save the details.

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Ready Reckoner ver 1.0 This is an important activity. This customized list is used while creating a task.

How to export a Phase/Task/Sub-task to an MS Project? Exporting the Phase/Task/Sub-task work structure to MS Project (MSP) facilitates report generation in MSP. The field names in MSP differ from those in IPMS. Customized views are provided so that you can easily relate the fields in MSP to those in IPMS. 1. From the IPMS menu, select Project Mgmt>WBS Planning and Monitoring>Phase-Task Export to Excel/MS. 2. Click Export to MS Project in the Export to Phase/Task/Sub-Task screen to generate the reports in MSP.

How to export/import Phase/Task/Sub-task to/from Excel? Phase/Task/Sub-task and assignment data can be exported to both MS Project 2000 and Excel. However, the same can be imported only from MS Excel. Import or export of phase/task/sub-task and assignment data can be done by a project only when the Quality Assurance Group (QAG) grants access of the same functions to the project. The QAG can also revoke the access of these functions when required. To export data: 1. From the IPMS menu, select Project Mgmt>WBS Planning and Monitoring>PhaseTask Export to Excel/MS. 2. Select the date range of the period for which you require the data, and click Export to Excel. The export request is sent to the queue. 3. Open the queue by clicking Submitted Job Status, or, from the IPMS menu, select My IPMS>Submitted Job Status . 4. Download the exported file from the queue. To import data: 1. From the IPMS menu, select Project Mgmt>WBS Planning and Monitoring>PhaseTask Import. 2. Select the file and click Submit . The import request is sent to the queue. 3. Check the queue by clicking Submitted Job Status or from the IPMS menu, select My IPMS>Submitted Job Status . 4. Download the result log file from the queue. Note: To import any data you first need to export the existing phases or the empty template. Read the instructions in the help sheet of the exported Excel file. Update the Excel file as per instructions.

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5.4

Entering and Approving Timesheet

How to enter Timesheet? All IPMS users need to enter effort in the Timesheet. The Assigned Timesheet E ntry form is for entering effort against the tasks assigned to you by your PL. The Unassigned Timesheet Entry form is for entering effort for tasks not assigned to you. 1. From the IPMS menu, select Timesheet>Timesheet Entry . 2. In the Date field, select the Monday of the week for which you want to log effort, or click on the Current Week link, and click Proceed. You can also jump to any of the last four weeks directly by clicking on the Previous4th/ Previous3rd/Previous2nd/Previous1st links. Assigned Timesheet Entry IPMS displays the list of assigned tasks for that week. If there is no task assigned to you, contact your supervisor, who will assign tasks for you. 1. Against each assigned task, enter the effort spent in hours with daily break-up. Enter the percentage completion of the task assigned.
2.

Click on Save to save the details.

Unassigned Timesheet Entry 1. In the empty Unassigned Timesheet row, enter the WON or SWON of the project or select it from the lookup. If you have been on leave, select the Leave SWON of your centre. 2. Enter the Task name and then provide the Module code (default code is COM). 3. Enter the daily break up of your effort. 4. Select the appropriate SDLC Phase, Task Category and Cost Driver. The Driver Code is normally 1. 5. Select the Charge Type. 6. Enter any remarks if required. 7. Click on Save to save the details. You can also create and use templates for unassigned timesheet entry.

How to approve Timesheet? Timesheet approval is mandatory for all WON/SWONs. The PL has to approve the timesheets of project TMs. Everybody in the project must log at least 8 hours of effort per day so that the timesheet is approved. If you have worked for less than 8 hours on a given day, you should log effort for idle time. If you do not do this, your timesheet will not be

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Ready Reckoner ver 1.0 approved. Leave entered in ESS and approved automatically becomes a timesheet entry. If, however, it does not appear on the timesheet, you have to enter effort against the Leave SWON. 1. From the IPMS menu, select Timesheet>Timesheet Approval. 2. Select a project from the project list or enter the WON. 3. Select the date and click on Show. 4. Enter the approval date and click on Approve All. 5. To disapprove the Timesheet, enter the date and click on Disapprove All. Note: A Timesheet can be disapproved either if the draft invoice has not been raised for that period or if the billing has not been approved for a T&M project. Team-wise approval of timesheet is possible for SWONs.

5.5

Approving Billing Vitals

Billing vital approval is required for T&M WONs. PL or the key project members can approve billing vitals for a particular period only if the timesheet has been approved for that period. 1. From the IPMS menu, select Timesheet>Billing Vital Approval or click Billing on the Timesheet Approval screen. 2. Enter the WON or select the project from the project list. 3. Enter the date and click on Show. 4. Click on Save to save the details. 5. Click on DeSelect All and then click on Save to disapprove billing vitals. 6. Click Export Billing Vital to export the data to the Project Accounting (PA) system so that an Invoice can be generated. Note: After exporting data to the PA system, the billing vital details cannot be modified. To modify them, click Defreeze Billing Vital. This button is enabled only if the Invoice has not been raised.

What is Task Consolidation? This is a batch process, which updates Actual Start Date, Actual End Date, Actual Effort and percentage completion in Phases, Tasks and Sub-Tasks by consolidating Timesheet data. Any member in the project can carry out task consolidation. This process should be executed at least once a week or at a much greater frequency. From the IPMS menu, select Housekeeping->Consolidate Task to run task consolidation.

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5.6

Initiating IQA/UAT

Before an Internal Quality Assurance (IQA), tasks or sub-tasks for which the Verification & Validation (V&V) type is IQA have to be created and assigned to the IQA Reviewer. For User Acceptance Testing (UAT), tasks or sub-tasks for which Verification & Validation (V&V) type is UAT have to be created and assigned to the project team. Since the customer does not have access in IPMS to log review/testing and defects, the project team will complete this activity in IPMS on behalf of the customer. 1. From the IPMS menu, select Verification & Validation>Initiate IQA/UAT. Select the review tasks and click Initiate.

5.7

Initiating an EQA Request

The External Quality Assurance (EQA) request can be raised by users in the roles of PL and above in a project. Before an External Quality Assurance (EQA) is done, a top-level task of the V&V type EQA has to be created. This is called an EQA Task. 1. From the IPMS menu, select Verification & Validation>Initiate EQA. The Review Request List screen appears. 2. Click New to display the EQA Review Request screen. 3. Use the task lookup button to select an EQA task. The Item code and item version are automatically populated if the task is associated with the item. If no item is specified for the task, use the item lookup to select the item code and item version. 4. Specify the other mandatory details and save the record. 5. Click Mail to send this request to QAG. When the QAG logs on, the EQA review requests appear as Alarms. The QAG also gets an email notification. The QAG opens the request from the Alarms screen and clicks Approve to approve the review request. On approval, the selected reviewer is allocated to the project and the associated review task is assigned to the EQA Reviewer. An alarm is generated for the EQA Reviewer.

5.8

Logging Defects

The reviewers can log defects. 1. From the Validation & Verification menu, select Defect-Entry-Verification-Review Pass.

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Ready Reckoner ver 1.0 2. Enter the Defect Description, Type, Severity and the Phase where the defect is detected, and save the details. Or During IQA/UAT/EQA open the Review Report Tracker screen 1. Click on the Defect Entry-Verification button. 2. In the Defect Entry-Verification screen, click Add New Row. Enter the Defect Description, Type, Severity and the Phase where the defect is detected, and save the details. Note: Import/export of defects through an Excel sheet can also be done by clicking Import Defect and Export Defect menu under Validation & Verification.

5.9

Tracking and Closing Defects

Any member in the project can do defect tracking. Any team member, except the reviewer can close the defects. Use the Defect Tracker, Causal Analysis & Resolution and Defect Verification screens for tracking defects. To display Defect Tracker, from the IPMS menu, select Verification & Validation>Defect Tracker. Any member in the project can do a causal analysis of all defects logged through the Defect Resolution & Cause Identification screen. If you are a PL, create a Resolution task. To do this: 1. From the Verification & Validation menu, select Report Tracker to display the Review Report Tracker screen. 2. Select the relevant review report and click Resolution Task; then click New to add a resolution task and assign the task to the developer. The developer has to enter timesheet against this assigned task. The review is also needed for verification of the fixes. The reviewer can verify the defects that are logged under the corresponding review item. From the Verification & Validation menu, select Defect EntryVerification to verify defects. Once all the defects in the review are verified, the Reviewer has to pass the review report by changing its status. No further modification of the review report is possible after this.

5.10 Preparing Release Notice of an Item

Any member of the project can prepare a release notice for any item (document or code). 1. From the Config Mgmt menu, select Release Notice. 2. In the list screen, click New.

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Ready Reckoner ver 1.0 3. In the Release Notice Details screen, select the item to be released, specify the other details and save them. The IQA/EQA reviewer opens the Release Notice and approves it. The PL then authorizes the Release Notice. For a Unified Project Plan (UPP), the authorization is done by the DCH. Once the item is authorized, the status of the item version changes to Released.

5.11 Releasing an Item without a Release Notice

This operation can be done by only the PL. 1. From the IPMS menu, select Project Mgmt>Item Setup>Item and Item Version. The Item Tracker screen appears. 2. Select an item and click Show Versions . The Item Version Entry and Modification screen appears. 3. Select the Edit/Delete checkbox and click Release to release the item.

5.12 Creating Document Master List and Document Distribution List

When a Document Release Notice is prepared and authorized, the item is included in the Document Master List (DML) automatically. If you prepare multiple copies of a document, you need a DDL. To do this, from the Config Mgmt menu, select Document Distribution List.

5.13 Doing an FI
Any member in the team can raise a final Inspection (FI) request, whereas only the PL can do the baseline audit. 1. From the Product Delivery menu, select Final Inspection. In the FI Request List screen click on Raise FI Request to raise an FI request. 2. Save the FI request and click Save & Mail to send an email to the QAG. An alarm is also generated for the QAG. 3. The QAG has to open this request and approve it. 4. Once it is approved by the QAG, the FI reviewers are automatically allocated as team members to the particular project. An alarm is generated for the FI reviewers. 5. Once the FI request is approved, you (as the PL) have to create a task and assign it to the FI reviewers. The reviewers have to fill in Timesheet against that assigned task. 6. The FI reviewer can do an FI through an alarm or from the FI link on the main screen. You (as PL) have to do the Baseline Audit. TCS Internal 13

Ready Reckoner ver 1.0 7. After Baseline Audit, the FI reviewer can complete the FI.
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After Completion of FI, you should release the FI Reviewer from the project, using the FIR/EQA Release menu.

5.14 Logging a Change Request and Following Change Management Procedures

Any member of the project can log a Change Request (CR). 1. From the IPMS menu, select Servicing & Maintenance>Problem Report>CR/PR Tracker. 2. In the CR/PR Tracker screen, click Add. 3. Enter the details of the Change Request (CR) and save it. The responsibility of the CR can be assigned to a project member. 4. The team members assigned have to do the impact analysis of the CR. 5. Identify the affected items (which are released). The CR has to be approved and authorized by the PL. 6. If the CR introduces a new Work Item, add a new Work Item by clicking on Work Items. The Work Items entered are added to the Item Register. 7. Close the CR when the changes are implemented in the affected items. 8. From the IPMS menu, select Servicing & Maintenance>Change Request>CR/PR Import to import CRs from an Excel sheet. Similarly, select Servicing & Maintenance>Change Request>CR/PR Export to export CRs to an Excel sheet. This import/export of CRs facility is made available to a project, only if the QAG grants such access to the project.

5.15 Creating a Problem Report and Following Problem Management Procedures

Any member in the project can create Problem Report (PR). 1. Before creating a Problem Report (PR), its status and priority must be defined. From the IPMS menu, select Servicing & Maintenance>Problem Reports>CR/PR Status/Priority Configurator. Define the appropriate status and priority for the project. Once these definitions are finalized, they can be used in the PR operation. 2. From the IPMS menu, select Servicing & Maintenance>Problem Reports>CR/PR Configurator to define the mapping of Excel columns that will be used to import/export PRs through Excel or configure additional fields for the CR/PR Maintenance screen. 3. Select Servicing & Maintenance>Problem Reports>CR/PR Tracker. 4. In the CR/PR Tracker screen, click Add. Enter details of the problem and save it. 5. In the CR/PR Tracker screen, click Create Task to create tasks against the selected PRs.

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Ready Reckoner ver 1.0 6. In the CR/PR Tracker screen, click Create Multiple Tasks to create new phases and tasks for the PR, task assignments and items, based on a pre-defined template. 7. To assign the PR responsibility to a team member, select the PR and click Assign CR/PR. 8. The team member can analyze the PR and record the analysis information. If you are the team member, select the PR and click Impact Analysis . The selected PRs appear on the PR Impact Analysis screen where the analysis information can be recorded. 9. Select Servicing & Maintenance>Problem Reports>CR/PR Work Plan Setup to configure the settings for a single task creation. 10. Select Servicing & Maintenance>Problem Reports>CR/PR Import to import PRs from an Excel sheet. Similarly, select Servicing & Maintenance>Problem Reports>CR/PR Export to export PRs to Excel.

5.16 Creating a Baseline

Any member of the project can create a baseline. 1. From the Project Mgmt menu, select Baseline Planning. 2. In the Baseline Management screen, click New Baseline . 3. Enter the details and save them. The baseline with version number 1.0 is created. 4. In the Baseline Management screen, select a baseline and click Show Version. 5. Select a Baseline Version and click Show Items. It will show the list of items with the Baseline Version. 6. Add the configurable item version to the Baseline Version.

5.17 Maintaining the Configuration Register

The configuration for each baseline should be updated whenever a Construction, Testing or Release activity is completed on a configurable Item. 1. From the Config Mgmt menu, select Configuration Register. 2. Select the Baseline and its version. 3. Click Search. The baseline items will appear on the screen. 4. Click Synchronize to populate various dates on the screen. All the dates on the Configuration Register can be updated. 5. Click CheckDateConsistency to verify if all the dates are in chronological order.

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5.18 Handling Client Supplied Products

Any member of the project can add details of a Client Supplied Product (CSP). 1. From the IPMS menu, select Project Mgmt>Customer Management>Client Supplied Product Register. 2. In the list, click on New. 3. Enter the details of the CSP item. 4. Enter CSP review details and related defects. The CSP item can be moved to the Item Register by clicking on Move to Item Register.

5.19 Setting up Access Permission

By default both the PL and the GL will have access to all functions of IPMS. A team member, EQA reviewer or FI reviewer will have limited access. The PL can, however, customize the access permission for the team members. To do this: 1. Select Housekeeping>Access Control>Grant Access Permission.

2. Select the role Team Member, change the access privileges and save them. Depending on the access rights, the relevant buttons or links are enabled or become visible .

5.20 Generating Different Types of Reports

1. From the IPMS menu, select Reports>Report Home Page. 2. Click on the report link to generate the report. Some reports are generated as per queue and others are instantly generated. Most of the reports are in HTML, Excel and PDF formats. Some of the reports are generated in MS Word. format.

5.21 Generating Multi-WON Reports

The process of generating reports for multiple WONs, is sometimes known as Multi-WON reporting. 1. From the Reports menu, select Report Home Page. Click on any of the report links under Multi WON Reports. 2. Filter the WONs by selecting a search criterion or select Projects. 3. Click Generate Report . TCS Internal 16

Ready Reckoner ver 1.0 Note: The Report Home Page also has other reports that are not based on multiple WONs. All reports are generated in MS Excel sheets, except the CA report, weekly status report and monthly status report, which are generated in the form of Word documents.

5.22 Capturing CSS through IPMS

Customer Satisfaction Survey (CSS) can be recorded and finalized by the project leader. The CSS can be captured both in the TCS-defined format as well as in any Non-TCS format. CSS forms can be tracked, and the results can be captured through IPMS. The list of CSS applicable projects and the freezing status of the CSS can also be captured. CSS is captured half-yearly: H1 (April-September) and H2 (OctoberMarch). Defaulter cases are determined on basis of the half-year. 1. Select Project Mgmt>Customer Management>Customer Satisfaction Survey. 2. Search for an existing CSS through the CSS List screen. 3. Select a CSS row and click Open to view/modify an existing CSS. 4. Select a CSS row and click Causal Analysis to enter causal analysis information. 5. Click New to add new CSS. Note: The QAG can mark a project as CSS not applicable or Non-TCS Format Used. The QAG can select a row (represents a half-year period) and freeze or unfreeze it by clicking Freeze or Unfreeze. 6. In the CSS Applicable Projects screen, select CSS>CSS Applicable Projects to view a list of projects for which CSS is applicable. 7. From the CSS menu, select CSS freezing/unfreezing to view the half-year periods for which CSS is available and their status of freezing.

5.23 Initiating PSU/PWU through IPMS

A Project Start UP (PSU) meeting can be initiated through IPMS by the PL or the QAG. 1. Select Project Mgmt>Intergroup Co-ordination>Project Start Up (PSU) to view the PSU Checklist screen. 2. Click Initiate to initiate the PSU. 3. After the PSU meeting is conducted, update the PSU Checklist screen accordingly and click Submit . Subsequent submitting can be done as and when required. 4. Select Project Management>Intergroup Co-ordination>Project Wind Up (PWU) to view the PWU Checklist screen. 5. Click Initiate to initiate the PWU. TCS Internal 17

Ready Reckoner ver 1.0 6. After the PWU meeting is conducted, update the PWU Checklist screen and click Submit . Subsequent submitting can be done as and when required. Note: PSU/PWU checklists can be maintained by CSEPG/CQAG. In addition to this, the branch QAG can add additional checklists at the branch level.

5.24 Carrying out Issue Management

Issues can be logged, managed and tracked by the project team through IPMS. 1. Select Project Mgmt>Issue Management>Issue Tracker to view the Issue Tracker screen. 2. Click New to log new issue. 3. In the Tracker select an issue, and click on Open to open the selected issue.

5.25 Carrying out Risk Management

Risks can be logged, managed and tracked by the project team through IPMS. 1. Select Project Mgmt>Risk Management>Risk Tracker to view the Risk Tracker screen. 2. Click Identify New Risk Item to log new risk. 3. In the Tracker select a risk, and click on Open Risk Item to open the selected issue. 4. Select a risk and click on View History to see the history of the selected risk.

5.26 Checking Project Status through the Dashboard

The user can check the status of projects through the Dashboard. 1. Click on the IPMS Dashboard under Quick Links to view the dashboard.

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