Follow the steps in this topic to explore and work with
the sample data for IBM® Rational® Project Conductor.
You can create the sample administration and project data by using
a download package provided on the Jazz™.net
Web site.
40 minutes
Creating the sample data
Important: Create
the sample data in a test environment, not in a production environment.
The
sample data package contains an executable script to create the sample
administration data. It also contains .xml files with sample project
data that you can import into your project environment. (The .xml
files are written in conformance with Microsoft® Office Project 2007 XML data
interchange schema). You can create the sample data in a new database
or an existing database. If you create the sample data in an existing
database, you might experience artifact name conflicts with existing
data.
Before you begin:
Ensure that the installation
is complete, and the project management environment is set up. For
more information, see Setting up the project management environment.
To
create the sample data:
- Download the sample data .zip package from https://jazz.net/downloads/rational-project-conductor/.
- Extract the contents of the package to the Rational Project
Conductor installation
directory JazzInstallDir/server.
- You can create the sample administration data by using the batch
file (for Windows®) supplied
in the download package or by using a repotools command (for Windows or Linux®).
- To create the sample data using the batch file (Windows only):
- Stop the Jazz Team
Server.
- In the directory where you extracted the download package, double-click
the file CreateSampleData.bat.
- When prompted, enter '1' to create new database tables,
or '2' to use the existing database tables.
- To create the sample data by using repotools:
Prerequisites
To work with the sample data,
log in either as the default admin user (user name: ADMIN; password:
ADMIN), or as a user that has JazzAdmins permission.
Getting started: Creating users
Create and
configure users based on your chosen user authentication method, and
assign the appropriate licenses to them.
To create users:
- Log in to Rational Project
Conductor as
a user who has administrator privileges (ADMIN/ADMIN on a new server
installation).
- In the top navigation bar, click Administration to
go to the Jazz Team Server administration
area. Click User Management.
- Select the Active Users page, and then click Create
User.
- Complete the following fields:
- In the User Name field, type the user name as 'Gail'.
- In the User Id field, type the user identifier as 'Gail'.
- In the E-mail Address field, type an e-mail address.
- In the Repository Permissions pane, select the user permissions
as JazzAdmins and JazzProjectAdmins.
- In the Client Access Licenses pane, select the license type as Rational Project
Conductor -
Project Manager.
- Click Save.
- Follow steps 3 to 7 to create additional users with
the following details:
Table 1. User name/User ID |
Repository permission |
Client access license |
Neil/Peter |
JazzUsers |
Rational Project
Conductor -
Project Team |
Peter/Peter |
JazzUsers |
Rational Project
Conductor -
Project Team |
Kathy/Kathy |
JazzUsers |
Rational Project
Conductor -
Project Team |
After you create these users, you can log in as these users.
The default passwords for these users is the same as the user ID.
1. Managing user attributes
Assign
project management attributes, such as rates, skills, and competencies
to the users, so that they can be assigned to work items in a project.
Log
in to the Jazz Team Server Administration
area as the default admin user.
- On the User Management page, click Gail.
Click the Project Management tab. You can assign
a calendar, rates, skills, competency, and pools to the sample users.
- In the Calendar area, click Calendar, select
a calendar, and click OK.
- Next to the Rate Name field, click Rates,
select a rate, and click OK.
- In the Pool area, click the Add icon
, select a pool, and click OK.
- In the Skills area, click the Add icon
, select a skill, and click OK.
- In the Competencies area, click the Add icon
, select a competency, and click OK.
- Click Save.
- Follow the same steps to configure the other sample users.
2. Creating calendars and profiles
You
can use calendars to determine the working hours and days for resources
and projects. Create and maintain calendars in the administration
area. Calendars are assigned to resources as resource calendars, and
to projects as project calendars. During resource search and assignment,
resource calendars are used to determine the availability of resources.
Project calendars are used to calculate the schedule duration and
effort for the project and its work items.
Profiles serve as
placeholders for resources during project planning. A profile consists
of skills, competency, proficiency, and rate information. You assign
profiles to projects and work items during project planning; when
resources are identified, you replace the profiles with resources.
To
create a calendar:Note: Make sure that you are logged in to the Jazz Team Server Administration
area as an admin user.
- In the Project Management Administration page, in the left menu
bar, click Calendars.
Note: The Default calendar
has the hours per day specified as 8. This means that projects to
which the Default calendar is assigned have a working day of 8 hours.
A task with a duration of 3 days will have the effort calculated as
8*3, or 24 hours.
- Click the Add icon
.
- For the calendar name, enter MyCalendar.
- For the work hours per day, enter 9, and
click Save.
- Click Exceptions. In the From and To fields,
click the calendar control, and select a Sunday.
- Select Repeat Exception and select Weekly.
- In the Comments field, type Weekly
holiday. Click OK.
To create a profile:
- On the Project Management Administration page, in the left menu
bar, click Profiles.
- Click the Add icon
.
- Double-click the Name field and enter MyProfile.
- Double-click the Experience field and enter 3.
- Double-click the Skills field, and add
a skill and proficiency to the profile.
- Double-click the Competency and Rate fields,
and add those to the profile.
- Click Save.
3. Exploring the sample project and creating
work items
You can now log in as a sample user, explore
the sample project, WBS, and schedule, and add new work items to the
sample project.
- Log into Rational Project
Conductor as
Gail (Gail/Gail on Apache Tomcat), the sample user with a Project
Manager license.
- In the top navigation bar, make sure that the Work view is selected.
In this view, you manage the project work, schedules, and risks.
- Begin by creating a program. Click Create Program,
and enter the program name as Sample Applications.
Click Save. Now import a sample project to
this program.
- Click the down arrow next to the program, and click Import
project. Click Browse, and from the directory where you
extracted the downloaded package, select the file SimpleProject.xml.
Click Next. The Default calendar is selected
as the project calendar. Calendars are assigned during project creation,
and cannot be changed after a project is saved. Click Next.
- On the Map Resources page, map the users in the .xml project file
to the users you created (Peter, Gail, Kathy, Neil). Select the Resource
Type as User, and from the Available Resources list, select
the user with the same name. Click Finish.
For more information on mapping resources during project import, see Importing a project from Microsoft Project
- After the import is complete, click OK.
- Expand the imported project, 'SampleProject' to view
the project WBS.
- On the Create Program button, click the
down arrow, and select Task. For the task name,
enter document and test, and click Save.
- Create another task called deploy.
- Click the Schedule tab to see the schedule
dates, duration, and effort for the elements. The Plan schedule is
the same as the Expected schedule because there are no planned resource
assignments, and the Actual schedule fields are empty because none
of the work items are started. The tasks that you created have a duration
of one day and a default start and finish date that corresponds to
the current date.
- In the WBS tree, select document and test.
Double-click the Duration (Exp) field and enter
the task duration as 3 days. Click Save.
The Finish (Exp) date for the task changes to accommodate the changed
duration, and the Effort (Exp) for the task changes to 24 hours. The
Finish date and Effort are calculated based on the working days and
hours that are specified in the project calendar. The expected schedule
is also copied to the Start (Plan), Finish
(Plan), and Duration (Plan) fields.
- Click the arrow in the splitter bar to expand the Gantt chart.
Hover the mouse over an element in the Gantt chart to view the element
details.
- Click the Details tab. You can view the
task details in the viewlet.
You have now explored the Work view. You can also complete
the following tasks in the Work view:
In the next section, you will learn how to search for
and assign profiles and resources to work items.
4. Assigning profiles and resources
You
can now search for and assign profiles and resources to the sample
project and the work items. You can also replace profiles with resources
and unassign resources.
- Ensure you are logged in as the user 'Gail'. In the
top navigation bar, click Resources. This is
the area in which you manage resource assignments for the project.
- In the WBS tree, click SimpleProject. In
the Search and Assign tab, the users that are
assigned to the project are displayed.
- For each user, double-click the Start date,
and enter the current date. This action extends the resource assignments
at the project level, so that you can assign resources to the tasks
you created.
- Navigate through the project tasks, and view the users assigned
to the tasks. Each assignment contains details about the start and
end dates, duration, effort, and contour. You can modify the dates,
duration, and effort for the assignments.
- In the WBS tree, select the document and test task.
Assign the MyProfile profile to the task. In the Search
and Assign tab, click the Add one or more profiles icon
.
- Select MyProfile, click the right arrow,
and click Add. Click Save.
The profile is also assigned at the project level.
- In the WBS tree, select the deploy task.
- Click the Find and Assign users by Name icon
. In the Select Users window,
click Show All. From the search results, select Neil
-Neil, and click OK.
- Double-click the End date, and enter the
date that is two days later than the displayed date. Double-click Effort and
enter 24 hours; then click Save.
Neil is now assigned to the Run performance tests task.
- Click the document and test task and replace
the profile with a resource. In the Search and Assign tab,
click the Open Search/Assign results table icon
.
- In the Show list, make sure that All is selected. From the list
of resources, select Peter. In the Actions
column, click the Replace icon

- Click Save.
You have now explored the resource and profile search and
assignments area. You can also complete the following additional tasks:
5. Entering and approving timesheets
After
the resource assignments are created, you can explore the Timesheets
area. You can log in as a resource that is assigned to a task, and
enter and submit timesheets. You can then log in as the project manager
and approve timesheets.
- Log in to Rational Project
Conductor as
Neil (Neil/Neil on Apache Tomcat). When you log in as Neil, in the
Work view, you will see the Test project, which is the only project
that Neil is assigned to.
- In the top navigation bar, click Timesheets.
This is the area in which team members enter timesheets and project
managers approve timesheets.
- Click the My Timesheet tab. View the tasks
that Neil is assigned to.
- Select the week to enter the timesheet for. For the task 'implement
DB', enter 8 hours for each day of the
week. For the %C, enter 10; this indicates
to the timesheet approver that in your estimation, the task is 10%
complete. Click Submit. The timesheet for the
week is submitted for approval.
- Log in as Peter (Peter/Peter on Apache Tomcat), and enter and
submit the timesheet for his tasks.
- Log in as Gail, who has project manager rights, to review and
approve the timesheets. In the Timesheets view,
click the Timesheet Approval tab.
- From the user list, select Neil. Click
the Approve Timesheet icon
. The status of the timesheet is displayed
as Approved.
- Click the Approve Timesheet icon
. The status of the timesheet is displayed
as Approved.
- Click Peter, and select a task. In the
Actions column, click the Approve task icon
.
Click Save.
- Click another task and reject the timesheet entry. In the Actions
column, click the Timesheet Notes icon
,
and enter notes to describe why you are rejecting the timesheet.
- In the Actions column, click the Reject task icon
.
Click Save.
Based on the timesheet approval, the project status is updated
with the progress information. Next, you can track the project status
update in the Work view.
6. Tracking project progress
In the
Work view, you can view the completion status of the project and project
tasks based on the timesheet submission and approval.
- From the top navigation bar, click Work,
and then click the Schedule tab.
- In the WBS tree, expand Test. The %EC is
displayed for the project and for the tasks for which the timesheets
were approved, and the %C is displayed for the task for which it was
entered in the timesheet.