IT Project Tracking (ITPT) mApp Solution 1.5

Overview

The ITPTmApp Solution provides functionality that allows you to use ITPT features such as One-Step™ Actions, expressions, search groups, widgets, and a dashboard. ITPT is the process of documenting the progress of a project throughout the defined lifecycle. ITPT is a CSM Business Object that allows Project Managers to track project components (Deliverables, Cost Items, Project Members, Risks/Issues, Meeting Minutes, and Tasks) at a high level using a custom workflow (Initiation, Awaiting Approval, Execution, Closing). CSM integrates with IT Project Tracking so you can incorporate the CSM ITPT Business Process into your system.

ITPT Form

Use the ITPT form to track the project details as it progresses through the project lifecycle.

For a list of items included in the mApp Solution, see ITPT mApp Items.

Apply the mApp Solution

Follow these steps to download, apply, and configure the mApp Solution:

1. Review the recommendations and considerations for applying mApp Solutions. For more information, see Considerations for Applying mApp Solutions.
2. Extract the mApp Solution .zip file to a location that can be accessed by CSM.
3. The contents of the .zip file include the following:
   • ITPTv1.5.mApp
   • calendar.ced
   • dashboard.ced
   • reports.ced
   • searches.ced
4. In CSM Administrator, use the Apply mApp Wizard to apply the mApp Solution. For more information, see Apply a mApp Solution. Select the topic that matches your version of CSM.
5. On the How automatic should the merge process be? screen of the Apply mApp Wizard, choose either Ask me about every decision or Make reasonable decisions, but ask me if unsure.

After you apply the mApp Solution, you can use ITPT in the same way as other CSM processes. To access the Project form, select File > New > New ITPT Project, in the CSM Desktop Client; or to configure the Project Business Object, select Create New Blueprint > ITPT Project > Edit Business Object, in CSM Administrator.

Import Supplemental Files

After you install the mApp Solution, import the supplemental files included with the .zip file.

To import ITPT sample reports:

1. In CSM Administrator, create a new Blueprint.
2. Select Managers > Reports.
3. In the Association drop-down list, select ITPT Project.
4. Navigate to the Global folder.
5. Select File > Import.
6. Select the reports.ced file and select Open.
7. Select Close.
8. Publish the Blueprint.

To import the ITPT dashboard:

1. In CSM Administrator, create a new Blueprint.
2. Select Managers > Dashboard Manager.
3. Navigate to the Global > Dashboards > Prjoect Dashboards.
4. Delete the existing Project Details dashboard (the Def is broken making it uneditable)
5. Select File > Import.
6. Select the dashboard.ced file and select Open.
7. Select Close.
8. Publish the Blueprint.

To import the ITPT calendar:

1. In CSM Administrator, create a new Blueprint.
2. Select Managers > Calendar Manager.
3. Navigate to the Global folder.
4. Select File > Import.
5. Select the calendar.ced file and select Open.
6. Select Close.
7. Publish the Blueprint.

To import the ITPT searches:

1. In CSM Administrator, create a new Blueprint.
2. Select Managers > Searches.
3. In the Association drop-down list, select ITPT Project.
4. Navigate to the Global folder.
5. Select File > Import.
6. Select the searches.ced file and select Open.
7. Select Close.
8. Publish the Blueprint.

Related Information

• For additional information, see About mApp Solutions.
• For additional information, see the free Video Learning Library course Demonstrating IT Project Tracking within Cherwell.

Revision History