Proto Planner Doc

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Tool URL: Proto Planner

Browser Preferences:

Should generally work in any browser.  Most of the testing has been done in Chrome and Safari.

Support Aliases:

• Proto Planner =>  support-protoplanner@cisco.com
• CCO IDs => web-help@cisco.com
• Access Request Tool => sciam-ops@cisco.com

Internal User Onboarding:

• Request role access in the Access Request Tool requesting your role (e.g. NPPM, SCPM,...).

External User Onboarding:

• Obtain a Cisco Connection Online (CCO) user ID: New User Request

Approval of this request is done by a designated representative of the CM partner.   Please check the details of your request to see who are the approvers.

• If acting as a "CM PM" request role access in the Access Request Tooland request "Proto Scheduling - CM PM".   Likewise if acting as and SCPM, EPE,... request the "xxxxxx - CM" role.

Cisco Education Management System (EMS) Training Modules for Proto Planner

IMPORTANT:  After completing the training modules for your role (Audience) below return to the EMS site and complete the COLT test to ensure you get credit for taking the training.  The Proto Planner training can be found in EMS under "Supply Chain: Proto Planner Training".

Module	Duration	Audience	Last Updated
Overview	8 minutes	All	May 2017
Basic Navigation	13 minutes	All	May 2017
Creating Builds	11 minutes	NPPM	May 2017
Editing Builds	8 minutes	NPPM, SCPM	May 2017
Build Status: Complete / Cancel / Hold	7 minutes	NPPM	May 2017
Report Generation	12 minutes	All	May 2017
CM PM Responsibilities	11 minutes	CM PM	May 2017

Trouble Shooting / FAQ:

Problem	Solution
Buttons, drop downs or type ahead lookup not working	1) Restart browser.   System "times-out" after several minutes at which point these functions may stop working. 2) If #1 does not resolve problem clear browser cache and restart browser. 3) If #2 does not resolve problem restart system. 4) If above do not work raise a support case.
I'm having trouble loading CM personnel or they are not seeing the builds	CM personnel must obtain a CCO ID and be assigned to one of the CM roles in order to use Proto Planner.   To obtain a CCO ID use the above New User Request link in the External Onboarding section.  This ID is different than a CEC ID.  The CCO ID often (not always) is the email address of the person (e.g. jon.zhang@foxconn.com).  The NPPM must use this CCO ID when assigning the person to a role within a build.   Also in the External Onboarding section above are instructions  on obtaining one of the CM roles.
Reset CCO ID Password	Reset your CCO password via the “Forgot password?” link below: https://idpswd.cloudapps.cisco.com/emailSubmitAction.do? If you have trouble with the above link / process please email web-help@cisco.com and cc taescoba@cisco.com.
Newly added person not showing up in drop down menu	There may be up to a one hour delay between the loading of a person to a role in the Access Request Tool and their showing up in the Proto Planner drop down menus.
How long does it take for a project entered in PPM to show up in Proto Planner?	Data is refreshed each night from PPM to Proto Planner.
Assembly Revision Updates	A nightly job automatically updates the assembly revision of any not yet started build.   This job looks for the "Auto Update Assembly Revision" checkbox being checked or un-checked.   If checked, it will automatically update the assembly revision up to three days prior to build start.   This flag is automatically disabled for the build three  days prior to build start.   The user can also un-check this flag at anytime prior to build start.