Functions in the toolbar
Once the connection to the Manager has been established the following functions will be available in the toolbar of the Instant Producer:
Get projects...:
With this command you can download all the projects stored in the Manager that were assigned to you as author to your local system. If there are no projects assigned to you on the server, a corresponding message will be displayed in a dialog.
Save on the server:
This command saves the projects currently selected in the Project Explorer on the Manager server. Once activated, a dialog with the following options is displayed: o
Save and end editing:
Saves the project on the server in its current state and relinquishes write authorization for the project. o
Save:
Saves the project on the server in its current state.
Note
The projects stored on the Manager server are subject to a so-called write authorization. The purpose of this is to prevent problems caused by several people editing a project simultaneously; consequently, only one author can be authorized to edit a project at any one time. As soon as an author starts working, they are automatically assigned the write authorization. By selecting command Save and end editing you relinquish this authorization.
7.3 Project Settings
When exchanging projects between the Instant Producer and the Manager, there are a variety of settings that can be configured to facilitate working with both applications.
Once changes have been made to the settings, you can transfer these changes by clicking on the option
Save to the server
.
The project status
In the Project Explorer, you can assign a status for the editing progress of the project on the basis of pre-defined values. When working with the Manager, you need to bear in mind that for centrally saved projects it is the status selection from the Manager that is used and that the values in the status list of the Instant Producer are replaced.
When you save a locally created project on the Manager server, this will initially not be assigned a status on principle. Since the project is now available locally and centrally, the status values in the Instant Producer will be replaced by those of the Manager. Select the desired status for the project and save the project once more on the server to transmit the value.
To edit the status of a project, you can click on
Change status,
which is found in the Project Explorer.
Refer to the section on Structure of the Project Explorer
Settings in the properties dialog box
The settings specifically configured for the Manager from the properties dialog box will affect the workflow of your projects.
SAP Workforce Performance Builder
Working with the Manager
Customer
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The data is downloaded from the Manager and displayed in the settings.
The following settings are available:
Author:
The editor for the project can be selected from the drop-down list.
Type:
The type of editing to be done on the project can be selected from the drop-down list.
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Customer
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder
Working with the Manager
