SwiftALM is an integrated, collaborative, web-based platform for managing and executing outsourced and in-house Projects and Applications.

SwiftALM is an integrated, collaborative, web-based platform for managing and executing outsourced and in-house Projects and Applications.

1. Organization Setup Training
© Copyright 2017, Digite Inc.
SwiftALM ver. 1.0.5

2. Training Overview

© Copyright 2017, Digite Inc.
requires this training?
This training is required by Organization Administrators responsible for
setting up the Organization. This includes defining Sub-Organizations and
its hierarchy, classification of the Organization, its Projects, Resources.
is the purpose of this training ?
The purpose of this training is to assist in setting up of the Organization, its
Sub-Organizations, and enabling in classification of Organization Projects
and Resources.
is this training required?
This training guides you in systematic setup of Organization, Sub-
Organizations, and its relationships functionalities which help classify and
maintain the organization data in a structured manner.
Who
What
Why
SwiftALM ver. 1.0.5

3. Training Overview

© Copyright 2017, Digite Inc.
is this training applied in practice?
This training is put into practice during Organization setup, defining
Sub-Organization and its hierarchy, and while classifying the
organization data.
or to which workspace is this training applicable?
This training is applicable chiefly to Organization workspace definition.
do I benefit from this training ?
This training helps you understand the definition, structure and
functionalities of the Organization/Sub-Organization. You get better
insight into classification of Organizations, Projects and Resources
and can configure Organization ‘s analytics smartly.
When
Where
How
SwiftALM ver. 1.0.5

4. Setting Up the Organization
© Copyright 2017, Digite Inc.
SwiftALM ver. 1.0.5

5. Organization Setup Roadmap
© Copyright 2017, Digite Inc.
SwiftALM ver. 1.0.5
1 32 4

6. Defining the Organization
© Copyright 2017, Digite Inc.

7. Organization Definition Highlights
© Copyright 2017, Digite Inc.

8. Define Organization Details
•In Details you can define the Organization’s Contact Information,
Alliances and Mission Statement.
© Copyright 2017, Digite Inc.

9. Organization Profile - Locale Details
•On selection of the Primary Locale, the text, numbers, time and
date will appear in the selected language.
•The activity log of the work-items and comments will be as per the
Date Time Zone and Date Locale.
© Copyright 2017, Digite Inc.

10. Organizational Calendar
In Organization Calendar you can specify non working days and
set timings to be followed by the Organization’s employees
during working days.
Default working hours and non-working days are inherited from
the Organization’s calendar into a new project. Modify the
inherited calendar and plan the project activities accordingly.
Resources also inherit the Organization Calendar which can be
modified and customized as their respective personal calendars
(in the Home workspace).
© Copyright 2014, Digite Inc.

11. Defining Weekly Pattern
•Weekly Pattern lets you set default working hours in the Organization
Calendar. Working Pattern is enabled only on selection of Is Working
check-box.
•Specify working weekdays by selecting Is Working and entering the
working hours. You can exclude the official break timings in working
hours, for example 1 pm to 2 pm for lunch break.
•Example: For Monday select Is Working and specify working hours from
8 am up to 5 pm as 08:00 to 13:00 and 14:00 to 17:00.
© Copyright 2017, Digite Inc.

12. Defining Weekly Pattern
•Example: For Monday select Is Working and specify working
hours from 8 am up to 5 pm.
•Working hours are split into 4 sections out of the maximum of 5
sections.
•Two breaks are excluded from working hours - from 13:00 to
14:00 and 16:00 to 16:20.
© Copyright 2017, Digite Inc.

13. Setting Exceptions
© Copyright 2017, Digite Inc.
Set Exceptions to All, to view the list of existing Exceptions and Leave
Reasons.
Remove an existing Exception, through Delete.
Indicate if you are working on a leave by specifying Is Working and the
work timings for that leave period.

14. ‘Is Working’ in Daily Exception…
© Copyright 2017, Digite Inc.
You can observe that 26
th
Jan, 1
st
May and 25
th
Dec are marked as
Company Holidays in the Organization Calendar.
If urgent deadlines call upon extra efforts during holidays, then
these can be recorded in the calendar. Select Is Working and enter
the working pattern in hours against that exception.
14
th
Apr marked as leave has Is Working selected and working
pattern specified to indicate working hours during leave period.

15. Defining Organization
Repositories
© Copyright 2017, Digite Inc.

16. Managing an Organization Project
Request
Project Request process lets you follow an approval process
before the project is registered.
A Project Request contains all the details which go into
defining a project but requires approval through various
stakeholders set in the workflow routing to promote it as a
project.
Project Request approval routing enables
 the stakeholders in
reviewing
 project plan pros and cons, business impact, risks,
etc. before deciding to implement the Project.
© Copyright 2017, Digite Inc.

17. Managing a Project Request
Define the Project Request fields, custom fields and save the
details.
To continue project creation after the request workflow is
completed, Yes should be selected in the Create Project option.
© Copyright 2017, Digite Inc.

18. Project Requests from Process
Templates
•The Process Templates available for selection is dependent on the Project
Type field selection.
•For Project Request based on process templates additional selections
required are–
Select the required template from Process Template list.
Select the WBS By option i.e. Work Breakdown Structure.
•Tailoring Questionnaire is available for Project Request only if the same
is defined in the base Process Template.
© Copyright 2017, Digite Inc.

19. Resource Plan in Project Request
© Copyright 2017, Digite Inc.
Add the resource requirements by selecting the role, clicking
Add Role and specifying the requirement duration.
You can opt to specify the duration of requirement in Person
Months (pm), Hours or Cost by selecting it from Show By.

20. Project Request continued.
You can modify the existing Project Request and the content
in its various tabs before routing it for approval.
You can delete, set a baseline for it and download Project
Requests.
On completion of the Project request workflow the Project
Request is converted into a Project.
After the project request workflow is completed, it is
available for initiating and gets listed in the Projects listing.
You will receive an email notification informing you about
this progress.
© Copyright 2017, Digite Inc.

21. Defining an Organization’s Project
Organization Administrator/SEPG team can define projects at
the Organizational level as per the access rights granted to
them. The different ways to create a project/program/template
are:
Using a Process Template: Process Template helps to model
project/program/template so that a standard process can be
followed in projects of similar type.
Using a Personal or an Organization Data Template: An
existing project/program/template is saved as a template and
used while defining a project.
Without using any template: Define a project that can have its
own configuration.
You can also create Agile Projects for which the Agile module
will be additionally available to manage the project based on the
Agile methodology.
© Copyright 2017, Digite Inc.

22. Defining a Project
© Copyright 2017, Digite Inc.
You can select WBS By option for projects based on Process
Template and decide the breakdown structure accordingly.
Copy from Template lets you define projects based on a data
template.

23. Defining the Sub-Organization
© Copyright 2017, Digite Inc.

24. Sub-Organization
•Sub-Organizations are sub-sets of Organization and enable in
managing projects, teams, and other entities. In an enterprise,
projects and resources can be grouped on the basis of different
types of relationships under Sub-Organizations.
•Examples of Sub-Organizations
–A grouping of projects based on geographical location,
where each project group is a Sub-Organization to the
parent Organization.
–Based on hierarchical geographic association like the parent
Organization is Mac Asia-Pacific and the Sub-Organizations
are Mac India, Mac Australia, etc.
•Sub-Organizations give the flexibility to restrict reporting access
as well as need based data access.
© Copyright 2017, Digite Inc.

25. Defining Sub-Organization
Define the Sub-Organization’s primary details
 based on the business
needs and save.
You can define multiple Sub-Organizations.
© Copyright 2017, Digite Inc.

26. Defining Sub-Organization
Use Search to search for the Organizations and Sub-Organizations.
Specify criteria from the Organization Details, Contact Information,
Alliances and Partnerships, Mission Statement Additional
Information and Locale tabs.
© Copyright 2017, Digite Inc.

27. Organization Classification
© Copyright 2017, Digite Inc.

28. Associate Organizations, Projects and
Resources
Define Relationships to associate Organizations, Projects and
Resources. For example, define a relationship for domain hierarchy
which will associate organizations on the basis of domains.
You can associate Parent Organizations like Financial Services with
Sub-Organizations like Banking, Insurance, etc through
Organization-Organization Relationship.
© Copyright 2017, Digite Inc.
1 2
3

29. Associate Organizations, Projects and
Resources
•Associate Projects to the Organizations on the basis of a
Organization-Project relationship.
–Banking domain can have Projects like JP Morgan, BOA
Credit and KPMG associated with it and Insurance domain
can have Aegon and Metlife.
•Associate Resources with these Organizations (to which
Projects which are tagged) through Organization-User
relationship.
–Resource numbered 1 can be is tagged to Banking domain
projects for Financial Services.
–Resources numbered 2 and 3 can be associated with
Metlife and Aegon projects in Insurance domain
respectively.
© Copyright 2017, Digite Inc.

30. Advantages of Relationship associations
•Relationships let you drill down on the basis of hierarchy in
Organizations, Projects, Resources as required for analytics and
reporting.
–For example you can drill down to view the data for JP
Morgan/BOA Credit/KPMG project for Banking domain in
Financial Services.
•Relationships associations also help in defining access
restrictions.
–For example, a resource tagged to a particular Sub-
Organization (Banking) can view the projects and analytics
pertaining only to that specific Sub-Organization.
–But if a resource is tagged to the parent Organization
(Financial Services) then she/he has access to all the
projects.
© Copyright 2017, Digite Inc.

31. Organization-Organization Relationship
Organization-Organization Relationship denotes a parent-
child relationship between organizations. This is used to
denote the relation between Organization and Sub-
Organizations.
Each relationship type is unidirectional denoting a parent-
child relationship. When all organizations are related to
each other using the same relationship-type then the
representation will be a hierarchical tree structure.
 Whenever a new organization is created, it will be attached
to the root-enterprise organization node using the default
‘Reporting To’, Organization-Organization relationship.
© Copyright 2017, Digite Inc.

32. Managing Organization-Organization
Relationship
After defining the Organization-Organization Relationship,
navigate to Organization Relationship tab in Organization Profile.
In Organization Relationship tab, associate the Organization/Sub-
Organization with the defined Organization-Organization
relationship.
© Copyright 2017, Digite Inc.

33. Organization Relationship association
© Copyright 2017, Digite Inc.
On associating Domain Hierarchy with Financial Services, you can
view Financial Services, its Sub-Organizations Banking and
Insurance and respective Projects.
You can utilize this Organization Relationship association for
managing related dashboard analytics and to grant/limit access
accordingly.

34. Sub-Organization Hierarchy
© Copyright 2017, Digite Inc.
In Sub-Organizations Hierarchy you can view the default listing of
the Sub-Organizations below the Root (parent) Organization.
On selection of Organization > Sub-Organization Hierarchy, the
parent Organization i.e. Enterprise name is shown and below it all
other Sub-Organizations are shown.

35. Organization-Organization Relationship
An organization cannot have an Organization-Organization
relationship with more than one organization. i.e. Organizations
cannot have cyclic relationships.
© Copyright 2017, Digite Inc.
Mac Inc.
Mac
Asia-
Pacific
Mac
Mumbai
centre

36. Projects Classification
© Copyright 2017, Digite Inc.

37. Organization-Project Relationship
Classify projects/programs and associate them with the
organization through Organization-Project Relationship.
Typical Organization-Project relationship-types are
"Executing-Org" or "Sponsoring-Org".
Maintaining different Organization-Project relationship types
helps in drill down of data, and providing access limitations
project wise to respective team members/resources.
A project/program cannot have a particular Organization-
Project relationship with more than one organization.
However, a project can be related with multiple
organizations, each with a different Organization-Project
relationship-type.
© Copyright 2017, Digite Inc.

38. Organization-Project Relationship
Project JP Morgan can be associated to Financial Services with
Organization-Project relationship named Domain Hierarchy.
Project JP Morgan can have another relationship with Sub-
Organization named Banking named Customer Hierarchy and so
on.
© Copyright 2017, Digite Inc.
Domain Hierarchy
Customer Hierarchy

39. Managing the Organization–Project
Relationship
•Selecting the default check-box while defining the Organization
Project Relationship will ensure that this default relationship
collates the Project Level Resource Plans into Organization’s
Resource Planning.
© Copyright 2017, Digite Inc.

40. Resource Classification
© Copyright 2017, Digite Inc.

41. Organization-User Relationship
Resources can be classified on the basis of their association
with an organization. Typical associated relationship-types
could be "Belongs-to" or "Deputed-to".
When a user is created, an O-U association is made
automatically between the root Organization and the user,
through default Organization-User relationship-type “Belongs
To”.
Specifying one or more Organization-User relationship types
can assist in generation of enterprise reports requiring user
filtering, and in configuring data in dashboard components.
© Copyright 2017, Digite Inc.

42. Organization-User Relationship
A resource cannot have a particular Organization-User
relationship with more than one organization. However, it can be
associated with many organizations, each with a different
Organization-User relationship-type.
Resource numbered 1 (Neel) can be associated with Financial
Services through Organization-User relationship named Domain
Based. Neel can have another Organization-User relationship –
Department with a Sub-Organization named Banking and so on.
© Copyright 2017, Digite Inc.
1
Dom
ain Hierarchy
Department

43. Managing the Organization – User Relationship

•Selecting the default check-box while defining the Organization-User
Relationship will ensure that this default Resource Team is considered
as a linkage between the Organization and User Level Resource
Requirements.
© Copyright 2017, Digite Inc.

44. Updating the Organization–User Relationship
© Copyright 2017, Digite Inc.
Associate Users by selecting the Organization/Sub-Organization in the
defined Organization-User relationship.
For example, resources skilled at PeopleSoft highlighted here, can be
associated with Financial Services.

45. Monitoring the Organization
Analytics
© Copyright 2017,Digite Inc.

46. Monitoring through Dashboards and
Reports
Organization's dashboard lets you select metrics, plot charts
and view data across the organization. You can maintain the
security of Organization dashboards and restrict unauthorized
access.
You can enable security through the security icon available on
the Organization dashboards toolbar. This lets you control the
data displayed on the dashboard so that it appears differently
to each user.
View default and customized reports for tracking metrics
across the organization and also for specific organization
requirements.
© Copyright 2017, Digite Inc.

47. References and Additional Information
Next Training Reference
SEPG - PG Workspace Setup
Additional Information
Managing Dashboard Components and Reports.
© Copyright 2017, Digite Inc.