Transcript 400 Global Administration Drawings

PIEmatrix.com
400 Global Configuration
Drawings
Version 10/11/05
Process for Implementing Excellence
© Copyright 2005 PIEmatrix.com
Configuration
User
Dashboard
Project
Configuration
Global
Configuration
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Organization
List of Values
Users
PIE Image & Stages
Layers
Process Boxes
Process Content
People Content
Product Content
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Drawing 400.2
Configuration
User
Dashboard
Project
Configuration
Global
Configuration
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Organization
List of Values
Users
Organization
Business Unit
Universal Bank & Insurance Company
Edit
Information Systems Group
Edit
PIE Image & Stages
Layers
Process Boxes
Process Content
People Content
Product Content
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Drawing 400.3
User
Dashboard
Configuration
Organization
Project
Configuration
Global
Configuration
User Positions
Add or Edit…
User Roles
Add or Edit…
User Access Rights
Add or Edit…
User Access Rights
Description
Add or Edit…
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List of Values
Users
PIE Image & Stages
Layers
Process Boxes
Process Content
People Content
Product Content
Project Size Description
Add or Edit…
Small
Project Size Description
Add or Edit…
Medium
Project Size Description
Add or Edit…
Large
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Drawing 400.4
Configuration
Organization
User
Dashboard
User Setup
Project
Configuration
Global
Configuration
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Generate User
ID & Passcode
Add or Edit…
Add
Position
Select…
Add
User ID:
Auto Generate…
Role
Select…
Add
User Passcode:
Auto Generate…
Access Rights
Select…
Add
Email
Add…
Add
Desk Phone
Add…
Add
Mobile Phone
Add…
Add
Department/Group
Add…
Add
Name
List of Values
Users
PIE Image & Stages
Layers
Process Boxes
Process Content
People Content
Product Content
User List Import
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Export
User Name
User Access Rights
Default User Position
Default User Role
Change Remove
Steven Anderson
User
Project Administrator
Project Manager
QA Manager
Owner, Approver
Owner
Change Remove
Lexanne Garston
User
Developer
Owner, Participant
Contact
Information
Contact
Information
Drawing 400.5
User
Dashboard
Configuration
Project
Configuration
Global
Configuration
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Organization
Current PIE Image
List of Values
Users
PIE Image & Stages
Number of Stages
Eight (8)
Layers
Process Boxes
Stages
1
Plan
Edit Label
2
Discover
Edit Label
3
Design
Edit Label
4
Construct
Edit Label
5
Validate
Edit Label
6
Deploy
Edit Label
7
Monitor & Optimize
Edit Label
8
Upgrade & Evolve
Edit Label
Process Content
People Content
Product Content
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9
Edit Label
10
Edit Label
Drawing 400.6
User
Dashboard
Configuration
Project
Configuration
Organization
Current Layers
Change Order
Global
Configuration
Add Available
Layer
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Create New
Layer
List of Values
Users
1
Application Lifecycle
Edit Label
Hide Layer
2
Validation
Edit Label
Hide Layer
3
Project Mgmt
Edit Label
Hide Layer
4
Change Mgmt
Edit Label
Hide Layer
5
SOX
Edit Label
Hide Layer
6
Remote Dev
Edit Label
Hide Layer
7
Package Selection
Edit Label
Hide Layer
8
Six Sigma DMADV
Edit Label
Hide Layer
PIE Image & Stages
Layers
Process Boxes
Process Content
People Content
Product Content
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Drawing 400.7
User
Dashboard
Configuration
Project
Configuration
Organization
Current Layers
Change Order
Global
Configuration
Add Available
Layer
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Create New
Layer
PIEmatrix.com
Close
List of Values
Change Order
Users
1
Application Lifecycle
Edit Label
Hide Layer
2
Validation
Edit Label
Hide Layer
3
Project Mgmt
Edit Label
Hide Layer
4
Change Mgmt
Edit Label
Hide Layer
5
SOX
Edit Label
Hide Layer
6
Remote Dev
Edit Label
Hide Layer
7
Package Selection
Edit Label
Hide Layer
8
Six Sigma DMADV
Edit Label
Hide Layer
PIE Image & Stages
Layers
Select the layer for each
position with the drop-down
list until each layer is
displayed not more than
once.
Process Boxes
Process Content
People Content
Product Content
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Drawing 400.8
User
Dashboard
Configuration
Project
Configuration
Organization
Current Layers
Change Order
Global
Configuration
Add Available
Layer
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PIEmatrix.com
Create New
Layer
List of Values
Users
1
Application Lifecycle
Edit Label
Hide Layer
2
Validation
Edit Label
Hide Layer
3
Project Mgmt
Edit Label
Hide Layer
4
Change Mgmt
Edit Label
Hide Layer
5
SOX
Edit Label
Hide Layer
6
Remote Dev
Edit Label
Hide Layer
7
Package Selection
Edit Label
Hide Layer
8
Six Sigma DMADV
Edit Label
Hide Layer
9
Select…
Edit Label
Hide Layer
PIE Image & Stages
Layers
Process Boxes
Process Content
People Content
Product Content
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Drawing 400.9
User
Dashboard
Configuration
Project
Configuration
Organization
Current Layers
Change Order
Global
Configuration
Add Available
Layer
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Create New
Layer
PIEmatrix.com
Close
List of Values
Create New Layer
Users
1
Application Lifecycle
Edit Label
Hide Layer
2
Validation
Edit Label
Hide Layer
3
Project Mgmt
Edit Label
Hide Layer
4
Change Mgmt
Edit Label
Hide Layer
5
SOX
Edit Label
Hide Layer
6
Remote Dev
Edit Label
Hide Layer
7
Package Selection
Edit Label
Hide Layer
8
Six Sigma DMADV
Edit Label
Hide Layer
9
Enter New Layer Label…
Edit Label
Hide Layer
PIE Image & Stages
Layers
Process Boxes
Process Content
People Content
Add the layer label name to
the new layer located at the
bottom of the layer list.
Once named, change the
order as needed.
Next step is to go to
Process Boxes section to
add process boxes to the
new layer.
Product Content
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Drawing 400.10
User
Dashboard
Configuration
Project
Configuration
Global
Configuration
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PIEmatrix.com
Organization
Layer
Select Layer…
List of Values
Users
Stage Slice
Select Stage Slice…
PIE Image & Stages
Layers
Process Boxes Change Order
Add Available
Layer
Create New
Layer
Preview
Process Boxes
Process Content
People Content
Product Content
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Drawing 400.11
User
Dashboard
Configuration
Project
Configuration
Global
Configuration
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PIEmatrix.com
Organization
Layer
Application Lifecycle
List of Values
Users
Stage Slice
Discover
PIE Image & Stages
Layers
Process Boxes Change Order
Add Available
Box
Create New
Box
Preview
Process Boxes
Assign Project Size
Process Content
1
Identify Success Factors
Edit Label
Hide Box
Small
Medium
Large
2
Define Business Requirements
Edit Label
Hide Box
Small
Medium
Large
3
Define Architecture Requirements
Edit Label
Hide Box
Small
Medium
Large
4
Define Development Strategy
Edit Label
Hide Box
Small
Medium
Large
People Content
Product Content
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Drawing 400.12
User
Dashboard
Configuration
Project
Configuration
Global
Configuration
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Organization
Layer
Application Lifecycle
Stage Slice
Select Stage Slice…
List of Values
Users
PIE Image & Stages
Layers
Process Boxes Change Order
Add Available
Box
Create New
Box
Preview
Close
Change Order
Process Boxes
Process Content
1
Identify Success Factors
Edit Label
Hide Box
2
Define Business Requirements
Edit Label
Hide Box
3
Define Architecture Requirements
Edit Label
Hide Box
4
Define Development Strategy
Edit Label
Hide Box
People Content
Product Content
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Select the process box for
each position with the dropdown list until each box is
displayed not more than
once.
Drawing 400.13
User
Dashboard
Configuration
Project
Configuration
Global
Configuration
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PIEmatrix.com
Organization
Layer
Application Lifecycle
List of Values
Users
Stage Slice
Discover
PIE Image & Stages
Layers
Process Boxes Change Order
Add Available
Box
Create New
Box
Preview
Process Boxes
Assign Project Size
Process Content
1
Identify Success Factors
Edit Label
Hide Box
Small
Medium
Create New Process Box
People Content
Product Content
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Close
Large
2
Define Business Requirements
Edit Label
Hide Box
Small
Medium
Large
3
Define Architecture Requirements
Edit Label
Hide Box
Small
Medium
Large
4
Define Development Strategy
Edit Label
Hide Box
Small
Medium
Large
5
Select Process Box…
Edit Label
Hide Box
Small
Medium
Large
Add the box label name to
the new box entry located
at the bottom of the box list.
Once named, change the
order as needed.
Drawing 400.14
User
Dashboard
Configuration
Project
Configuration
Global
Configuration
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PIEmatrix.com
Organization
Layer
Application Lifecycle
List of Values
Users
Stage Slice
Discover
PIE Image & Stages
Layers
Process Boxes Change Order
Add Available
Box
Create New
Box
Preview
Process Boxes
Assign Project Size
Process Content
1
Identify Success Factors
Edit Label
Hide Box
Small
Medium
Create New Process Box
People Content
Product Content
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Close
Large
2
Define Business Requirements
Edit Label
Hide Box
Small
Medium
Large
3
Define Architecture Requirements
Edit Label
Hide Box
Small
Medium
Large
4
Define Development Strategy
Edit Label
Hide Box
Small
Medium
Large
5
Enter New Process Box Label…
Edit Label
Hide Box
Small
Medium
Large
Add the box label name to
the new box entry located
at the bottom of the box list.
Once named, change the
order as needed.
Next step is to go to
Process Content section to
add process content to the
new box.
Drawing 400.15
User
Dashboard
Configuration
Project
Configuration
Global
Configuration
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Organization
Layer
Select Layer…
List of Values
Users
Stage Slice
Select Stage Slice…
Process Box
Select Process Box…
PIE Image & Stages
Layers
Process Boxes
Process Content
People Content
Product Content
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Drawing 400.16
User
Dashboard
Configuration
Project
Configuration
Global
Configuration
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Organization
Layer
Preview in Project
Application Lifecycle
List of Values
Users
Stage Slice
Discovery
Process Box
Identify Success Factors
PIE Image & Stages
Layers
Process Boxes
Process Content
Process Content Import Content
People Content
Product Content
More Options
Objective
The objective is to define business critical success factors
and quick wins that underlines business' most important
requirements. A “business critical success factor” (bCSF) is a
factor that that is most critical to the business’ operations,
objectives, and financial success. (Note: a bCSF is not the
same as the IT project critical success factor, for the bCSF
Action Task
1
Add New Task Add Available Task Remove Task
Obtain and review the business case and project charter (if
they exist). For some projects the bCSF’s and QW’s can be
identified in these documents.
Assign
Associated Task
Automate Task
Action Task
List
1.
2.
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Obtain and review the business case and project charter (if they exist). For some
projects the bCSF’s and QW’s can be identified in these documents.
Review the project’s goal and objectives and then review high-level documentation
that includes initial requirements, functionality scope, technical and process
solutions, and all needs for reporting, security, and other areas of scope as defined
by the project charter or other high-level business and technical requirements.
Drawing 400.17
User
Dashboard
Configuration
Project
Configuration
Global
Configuration
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Organization
Layer
Preview in Project
Application Lifecycle
List of Values
Users
Stage Slice
Discovery
Process Box
Identify Success Factors
PIE Image & Stages
Layers
Process Boxes
Process Content
Process Content Import Content
Close
Select Association
People Content
Product Content
(This part of this window
allows the administrator to
select associations).
More Options
Objective
The objective is to define business critical success factors
and quick wins that underlines business' most important
requirements. A “business critical success factor” (bCSF) is a
factor that that is most critical to the business’ operations,
objectives, and financial success. (Note: a bCSF is not the
same as the IT project critical success factor, for the bCSF
Action Task
1
(Select Layer …)
(Select Stage Slice …)
(Select Process Box …)
Associated Task List
(This part of this window lists the current
associations).
Add New Task Add Available Task Remove Task
Obtain and review the business case and project charter (if
they exist). For some projects the bCSF’s and QW’s can be
identified in these documents.
Assign
Associated Task
(Layer/Stage
(Layer/Stage
(Layer/Stage
(Layer/Stage
Slice/Process
Slice/Process
Slice/Process
Slice/Process
Box)
Box)
Box)
Box)
(Remove)
(Remove)
(Remove)
(Remove)
Automate Task
Action Task
List
1.
2.
© Copyright 2005 PIEmatrix.com
CONFIDENTIAL/TRADE SECRET
Obtain and review the business case and project charter (if they exist). For some
projects the bCSF’s and QW’s can be identified in these documents.
Review the project’s goal and objectives and then review high-level documentation
that includes initial requirements, functionality scope, technical and process
solutions, and all needs for reporting, security, and other areas of scope as defined
by the project charter or other high-level business and technical requirements.
Drawing 400.18
User
Dashboard
Configuration
Project
Configuration
Global
Configuration
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Organization
Layer
Select Layer…
Preview in Project
List of Values
Users
Stage Slice
Select Stage Slice…
Process Box
Select Process Box…
PIE Image & Stages
Layers
Process Boxes
Process Content
People Content
Product Content
© Copyright 2005 PIEmatrix.com
CONFIDENTIAL/TRADE SECRET
Drawing 400.19
User
Dashboard
Configuration
Project
Configuration
Global
Configuration
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PIEmatrix.com
Organization
Layer
Preview in Project
Application Lifecycle
List of Values
Users
Stage Slice
Discovery
Process Box
Identify Success Factors
PIE Image & Stages
Layers
Process Boxes
Process Content
People Content
Import Content
Add New Position Remove Position
People Content
Product Content
Position Label
Business Analyst
Role Label
Owner
Add
More Options
Position Description
Position
List
Manage the success factor identification process and organize and
facilitate the success factor workshops. Skills needed include strong
communications and facilitation skills. This individual needs to drive the
process by reviewing all documentation, interpreting success factors,
setting up meetings, and facilitating in a way that drives towards …
Add
• Business Analyst (Owner, Contributor): Manage the success factor identification process and organize
and facilitate the success factor workshops. Skills needed include strong communications and facilitation
skills. This individual needs to drive the process by reviewing all documentation, interpreting success factors,
setting up meetings, and facilitating in a way that drives towards success factor selection. The business
analyst should also document the results and prepare and submit the deliverable.
•Business SME (Contributor): Define the success factors. This person should work closely with the
business owner to ensure clarity and agreement.
• Steering Committee (Approver): Responsible for approving the success factors. This in important since
these factors should be the driving purpose of the entire project and if there are inconsistencies or
misunderstandings at the executive level, the project could run into serious issues with perceived success,
management support, and future budgeting.
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Drawing 400.20
User
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Project
Configuration
Global
Configuration
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Organization
Layer
Select Layer…
List of Values
Users
Stage Slice
Select Stage Slice…
Process Box
Select Process Box…
PIE Image & Stages
Layers
Process Boxes
Process Content
People Content
Product Content
© Copyright 2005 PIEmatrix.com
CONFIDENTIAL/TRADE SECRET
Drawing 400.21
User
Dashboard
Configuration
Project
Configuration
Global
Configuration
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PIEmatrix.com
Organization
Layer
Preview in Project
Application Lifecycle
List of Values
Users
Stage Slice
Discovery
Process Box
Identify Success Factors
PIE Image & Stages
Layers
Process Boxes
Process Content
Product Content
Online Form
Template
External Tools
People Content
Product Content
© Copyright 2005 PIEmatrix.com
CONFIDENTIAL/TRADE SECRET
Drawing 400.22
User
Dashboard
Configuration
Project
Configuration
Global
Configuration
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PIEmatrix.com
Organization
Layer
Preview in Project
Application Lifecycle
List of Values
Users
Stage Slice
Discovery
Process Box
Identify Success Factors
PIE Image & Stages
Layers
Process Boxes
Process Content
Product Content
Online Form
Template
External Tools
(Do we have administrator create form? Or
do we provide a library of forms to choose
from?)
People Content
Product Content
Select Form…
Online Form
Show Form
Hide Form
More Options
Form Description
Add
Form List
1.
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Success Factors Worksheet
Drawing 400.23
User
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Project
Configuration
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Configuration
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PIEmatrix.com
Organization
Layer
Preview in Project
Application Lifecycle
List of Values
Users
Stage Slice
Discovery
Process Box
Identify Success Factors
PIE Image & Stages
Layers
Process Boxes
Process Content
Product Content
Online Form
Template
External Tools
(Do we have administrator create form? Or
do we provide a library of forms to choose
from?)
People Content
Product Content
Success Factors Worksheet
Online Form
Show Form
Hide Form
More Options
Form Description
This link will open the online form for capturing and storing success
factors.
Add
Form List
1.
© Copyright 2005 PIEmatrix.com
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Success Factors Worksheet
Drawing 400.24
User
Dashboard
Configuration
Project
Configuration
Global
Configuration
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PIEmatrix.com
Organization
Layer
Preview in Project
Application Lifecycle
List of Values
Users
Stage Slice
Discovery
Process Box
Identify Success Factors
PIE Image & Stages
Layers
Process Boxes
Process Content
Product Content
Online Form
Template
External Tools
People Content
Product Content
Download File
Upload File
Delete File
Create Folder
Delete Folder
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Drawing 400.25
User
Dashboard
Configuration
Project
Configuration
Global
Configuration
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PIEmatrix.com
Organization
Layer
Preview in Project
Application Lifecycle
List of Values
Users
Stage Slice
Discovery
Process Box
Identify Success Factors
PIE Image & Stages
Layers
Process Boxes
Process Content
Product Content
Online Form
Template
External Tools
People Content
Product Content
Vendor Company
Vendor Tool
Select Vendor…
Add Vendor
Select Vendor Tool…
Hide Vendor
Add Vendor Tool Hide Vendor Tool
More Options
Vendor Tool
Description
Add
Vendor Tool
Task
Select Task Number…
Add New Task
Remove Task
Automate Task
Add
Vendor Tool
Task List
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CONFIDENTIAL/TRADE SECRET
Drawing 400.26
User
Dashboard
Configuration
Project
Configuration
Global
Configuration
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PIEmatrix.com
Organization
Layer
Preview in Project
Application Lifecycle
List of Values
Users
Stage Slice
Discovery
Process Box
Identify Success Factors
PIE Image & Stages
Layers
Process Boxes
Process Content
Product Content
Online Form
Template
External Tools
People Content
Product Content
Vendor Company
Vendor Tool
Mercury
Add Vendor
TestDirector
Hide Vendor
Add Vendor Tool Hide Vendor Tool
More Options
Vendor Tool
Description
Vendor Tool
Task
Mercury’s TestDirector™ tool is used for gathering requirements,
planning and scheduling tests, analyzing results, and managing defects
and issues. The Identify Success Factors step provides early and
critical requirements that may be stored in TestDirector. The data stored
in the online Success Factors Worksheet can be imported into…
1
Add New Task
Remove Task
Add
Automate Task
To export the Success Factor list from PIEmatrix.com to TestDirector,
start with the…
Add
Vendor Tool
Task List
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CONFIDENTIAL/TRADE SECRET
Drawing 400.27
User
Dashboard
Configuration
Project
Configuration
Global
Configuration
Help
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PIEmatrix.com
Organization
Layer
Preview in Project
Application Lifecycle
List of Values
Users
Stage Slice
Discovery
Process Box
Identify Success Factors
PIE Image & Stages
Layers
Process Boxes
Process Content
Product Content
Online Form
Template
External Tools
People Content
Product Content
Vendor Company
Vendor Tool
Mercury
Add Vendor
TestDirector
Hide Vendor
Add Vendor Tool Hide Vendor Tool
More Options
Vendor Tool
Description
Vendor Tool
Task
Mercury’s TestDirector™ tool is used for gathering requirements,
planning and scheduling tests, analyzing results, and managing defects
and issues. The Identify Success Factors step provides early and
critical requirements that may be stored in TestDirector. The data stored
in the online Success Factors Worksheet can be imported into…
1
Add New Task
Remove Task
Add
Automate Task
To export the Success Factor list from PIEmatrix.com to TestDirector,
start with the…
Add
Vendor Tool
Task List
© Copyright 2005 PIEmatrix.com
CONFIDENTIAL/TRADE SECRET
Drawing 400.28