User Quarterly Audit

 

Confirm the Project(s) that you are the Role Matrix Manager for by reviewing the Role Matrix Manager Assignments Excel document which is emailed from the NexGEN Administrators quarterly.

 

If there is more than one Role Matrix Manager for a single project, work together to coordinate the quarterly audit.

 

Projects that are Closed will need a final audit completed with the necessary removal/de-activation of User names who no longer need access.

 

If your project is closed in SAP but it is not reflected in the “Closed” column in Proliance/PMCS please send an email to the WDI.NexGEN@disney.com  inbox with the closed date and we will update.   

 

Step 1: Log in to Proliance/PMCS

  1. Go to Proliance/PMCS:  https://www.prolianceondemand.com  

OR Shanghai users https://www.proliance.cn

  1. Type your Proliance/PMCS Credentials (User Name, and Password).

  2. Click Login.

 

Step 2: Select Project

  1. Click Projects.

 

  1. Select your project.

 

  1. Click Address Book.
  2. Click Contacts.
  3. Select Manage Views from View Ribbon.
  4. Select Team PMCS-User Permission Reviews.
  5. Click Apply.

 

Step 3: Export File

 

  1. Click Export.

 

  1. Click Save to save the export for RMM comparison.

 

Step 4: Log in to RMM

  1. Go to RMM: http://pmcs.wdi.disney.com/rmm/SignIn.aspx

  1. Type your Credentials (User Name, and Password).

  2. Click Sign In.

 

Step 5: Generate Report

  1. Click on Reports Tab.

  2. Click All.

  3. Click Generate.

 

  1. Click Open.

 

Step 6: Filter Report

  1. Filter Column E and located your ProjectName.

  2. Filter Column A IsRsrcA-is resource (User) active on your project select Y for yes.

  3. Filter Column F Security Category and filter out the (Blanks).

 

Step 7: Confirm Information

  1. Confirm the information (Name, Security Category and Role Name) from Proliance/PMCS and RMM match

Proliance/PMCS Excel spread sheet

RMM Excel spread sheet

 

Step 8a: If information in Proliance/PMCS is correct but does not match RMM

  1. Go to RMM: http://pmcs.wdi.disney.com/rmm/SignIn.aspx

  1.  

  1. Type your Credentials (User Name, and Password).

  2. Click Sign In.

 

  1. Click to select the Project.
  2. Click to select the User
  3. Enter the following note: "No action required correcting RMM to match PMCS UI".
  4. Click Submit.

 

Step 8b: Enter all User necessary changes or to de-activation requests in to RMM

  1. Go to RMM: http://pmcs.wdi.disney.com/rmm/SignIn.aspx

  1. Type your Credentials (User Name, and Password).

  2. Click Sign In.

 

  1. Click to select the Project.

  2. Click to select the User

  3. Un-check the Active box.

  4. Click Submit.

 

Step 9: Save and Email Accurate Lists

Once you have reviewed your corrections/updates and are satisfied the is accurate save a copy and email it to Project Manager for Approval.

 

Forward the Approved email from the Project Manger with the listing attached to the WDI NexGEN Support Team at WDI.NexGEN@disney.com

 

Completed Projects: User’s that should remain active are listed in the attached (in the email) Excel spread sheet on the second tab labeled "Base Users-Keep Active".