1 Earned Value Management (EVM) with SDSI Toolset Utilities Powerful tools for achieving true...

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1 Earned Value Management Earned Value Management (EVM) with SDSI Toolset (EVM) with SDSI Toolset Utilities Utilities Powerful tools for Powerful tools for achieving true achieving true Cost/Schedule (C/S) Cost/Schedule (C/S) Integration using Integration using Microsoft Project and MPM Microsoft Project and MPM

Transcript of 1 Earned Value Management (EVM) with SDSI Toolset Utilities Powerful tools for achieving true...

Page 1: 1 Earned Value Management (EVM) with SDSI Toolset Utilities Powerful tools for achieving true Cost/Schedule (C/S) Integration using Microsoft Project and.

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Earned Value Management Earned Value Management (EVM) with SDSI Toolset (EVM) with SDSI Toolset

UtilitiesUtilities

Powerful tools for achieving Powerful tools for achieving true Cost/Schedule (C/S) true Cost/Schedule (C/S)

Integration using Microsoft Integration using Microsoft Project and MPMProject and MPM

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OutlineOutline

• What is the SDSI EVM Analysis Toolset?What is the SDSI EVM Analysis Toolset?• SDSI EVM Analysis Tools OverviewSDSI EVM Analysis Tools Overview• SDSI EVM Analysis Process FlowSDSI EVM Analysis Process Flow• Tool Details and Sample DataTool Details and Sample Data

– WBS ProcessWBS Process– EVM AnalysisEVM Analysis– EVM IntegrityEVM Integrity– Estimates/ReportsEstimates/Reports– Process BCWPProcess BCWP– Baseline RollupBaseline Rollup

• SummarySummary

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What is the SDSI EVM Analysis What is the SDSI EVM Analysis Toolset?Toolset?• Microsoft Project Add-In software Microsoft Project Add-In software

– Seamlessly Integrates with Microsoft ProjectSeamlessly Integrates with Microsoft Project– Performs Standard EVM Functions in Microsoft ProjectPerforms Standard EVM Functions in Microsoft Project– Provides Process & Data ChecksProvides Process & Data Checks

• Semi-custom applicationSemi-custom application– Customer chooses field locations for key EVM dataCustomer chooses field locations for key EVM data

• Easy to Setup and Easy to UseEasy to Setup and Easy to Use– Installs in minutesInstalls in minutes– Tools Accessible via Menu bar and Custom ToolbarsTools Accessible via Menu bar and Custom Toolbars– Simple mouse-click operation with in-process instructionsSimple mouse-click operation with in-process instructions

• A True Cost/Schedule (C/S) Integration MethodologyA True Cost/Schedule (C/S) Integration Methodology– Build schedule, baseline, & enter all EVM data in Microsoft Build schedule, baseline, & enter all EVM data in Microsoft

ProjectProject– Calculate & Display BCWS, BCWP, SV, SPI in Microsoft ProjectCalculate & Display BCWS, BCWP, SV, SPI in Microsoft Project– Replicate WBS, baseline & all other EVM data in MPM via Replicate WBS, baseline & all other EVM data in MPM via

importimport

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SDSI EVM Analysis Tools Let You SDSI EVM Analysis Tools Let You do these tasks in Microsoft Project:do these tasks in Microsoft Project:

• Build and maintain the WBS, complete with EV methods and Element TypesBuild and maintain the WBS, complete with EV methods and Element Types• Review Time-phased Budgets and ETC with Custom ReportsReview Time-phased Budgets and ETC with Custom Reports

– Data by week or by month, according to your accounting calendarData by week or by month, according to your accounting calendar– Get data for: Whole Program, Specific WBS Legs, CAMs, or Baseline ChangesGet data for: Whole Program, Specific WBS Legs, CAMs, or Baseline Changes

• Review Budget allocations against Earned Value (EV) MethodsReview Budget allocations against Earned Value (EV) Methods– Supports 9 EV Methods, plus Planning PackagesSupports 9 EV Methods, plus Planning Packages– Check Total Budget & Budgeted Cost of Work Remaining (BCWR) allocationsCheck Total Budget & Budgeted Cost of Work Remaining (BCWR) allocations

• Calculate & Display BCWS, BCWP, SV, and SPICalculate & Display BCWS, BCWP, SV, and SPI• Rebuild Baseline Data at AnytimeRebuild Baseline Data at Anytime

– Make Baseline Changes affecting only Specific Tasks or WBS LegsMake Baseline Changes affecting only Specific Tasks or WBS Legs– Roll-up Accurate Baseline for Old and New File ElementsRoll-up Accurate Baseline for Old and New File Elements

• Replicate your complete EVM Database in MPM via importReplicate your complete EVM Database in MPM via import– Cut costs – eliminate manual program data entry in MPMCut costs – eliminate manual program data entry in MPM– Build and verify EVM Database in Microsoft Project, then import:Build and verify EVM Database in Microsoft Project, then import:

• WBS (Hierarchy, EVM, Element Types, etc.)WBS (Hierarchy, EVM, Element Types, etc.)• Baseline & ETC Estimates, and EV MilestonesBaseline & ETC Estimates, and EV Milestones• BCWP BCWP

• Build & Maintain Microsoft Project/MPM Data AgreementBuild & Maintain Microsoft Project/MPM Data Agreement– At Program Start (Easily prepare Integrated Baseline Review data)At Program Start (Easily prepare Integrated Baseline Review data)– Throughout Program LifeThroughout Program Life– For all EVM Data and at all Levels of your WBSFor all EVM Data and at all Levels of your WBS

• Measure TwiceMeasure Twice (enter/iterate in Microsoft Project), (enter/iterate in Microsoft Project), Cut OnceCut Once (Import to MPM)(Import to MPM)

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SDSI EVM Analysis Tools SDSI EVM Analysis Tools OverviewOverview• WBS ProcessWBS Process

– Ensures proper WBS ID and EV Method data for Work/Planning Packages and their Ensures proper WBS ID and EV Method data for Work/Planning Packages and their “children”“children”

– Supports WBS management in Microsoft ProjectSupports WBS management in Microsoft Project– Generates WBS data files for MPM importGenerates WBS data files for MPM import

• Baseline RollupBaseline Rollup– Accurately recalculates baseline dates and costs for all schedule indenture levelsAccurately recalculates baseline dates and costs for all schedule indenture levels– Supports error-free baseline management and change incorporationSupports error-free baseline management and change incorporation– Maintains baseline alignment between Microsoft Project and MPM at all WBS levelsMaintains baseline alignment between Microsoft Project and MPM at all WBS levels

• Estimates / ReportsEstimates / Reports– Creates Baseline or ETC files for MPM Import, matching Microsoft Project’s time-phasing.Creates Baseline or ETC files for MPM Import, matching Microsoft Project’s time-phasing.– Generates customized Baseline or ETC (monthly or weekly format) reports in Excel Generates customized Baseline or ETC (monthly or weekly format) reports in Excel

format.format.• Process BCWPProcess BCWP

– Calculates BCWS and BCWP from user schedule status inputs.Calculates BCWS and BCWP from user schedule status inputs.– Creates and applies a view to display ITD Earned Value Results in Microsoft Project.Creates and applies a view to display ITD Earned Value Results in Microsoft Project.– Supports 9 different Earned Value MethodsSupports 9 different Earned Value Methods– Generates BCWP and EV Milestones data for MPM Import.Generates BCWP and EV Milestones data for MPM Import.

• EV Method AnalysisEV Method Analysis– Reports total baseline hour and dollar allocation by EV methods.Reports total baseline hour and dollar allocation by EV methods.– Reports baseline hours and dollars not yet claimed as BCWP by EV methods.Reports baseline hours and dollars not yet claimed as BCWP by EV methods.– Report output is in ExcelReport output is in Excel

• EV Integrity CheckEV Integrity Check– Checks multiple criterion to show schedule file conformance to local EV guidanceChecks multiple criterion to show schedule file conformance to local EV guidance– Detailed output in ExcelDetailed output in Excel

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Baseline DataCorrect?

SDSI EVM Analysis Tools eliminate the need to key program data into MPM. All EVM Data is entered and managed in Microsoft, then imported into MPM, ensuring that Microsoft Project and MPM data match. This also provides for a single EVM Data entry point, reducing data entry errors.

SDSI EVM Analysis Process Flow SDSI EVM Analysis Process Flow OverviewOverview

• Run Budget Reports

• Run EV Milestones

• Run EVM Analysis

• Run EV Integrity

Verify Data using

SDSI Reports

• WBS Descriptive

• Baseline Estimates

• EV Milestones

Create MPM Import Files

Import EVM Data to MPM

Input Schedule, EV Status

BaselineChangeNeeded?

• Run Process BCWP

• BCWP Input File

• EV Milestones File

Process EV, Create MPM Import Files

Build Schedule

Run WBS Process

Import EVM Data to MPM

Baseline Complete

Enter Status Loop

Yes

Yes

No

NoStatusLoop

Complete

RepeatUntil

Complete

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WBS Process ToolWBS Process ToolManage Your WBS in Microsoft ProjectManage Your WBS in Microsoft Project

• Enter WBS through Work/Planning Package (WP/PP) Enter WBS through Work/Planning Package (WP/PP) levellevel

• Add specific identifiers in customer-designated fieldsAdd specific identifiers in customer-designated fields– WBS IDWBS ID– WBS Element Type (C=C/A, W=WP, P=PP, O=Other)WBS Element Type (C=C/A, W=WP, P=PP, O=Other)– Earned Value Method for Work PackagesEarned Value Method for Work Packages

• WBS Process “completes” the WBSWBS Process “completes” the WBS– Proper & consistent WBS ID to lower levelsProper & consistent WBS ID to lower levels– EVM consistency throughout Work PackagesEVM consistency throughout Work Packages

• Replicate WBS in MPMReplicate WBS in MPM– Generate WBS Descriptive import file for MPMGenerate WBS Descriptive import file for MPM– Transfer Hierarchy, Element Types, EV Methods, other key Transfer Hierarchy, Element Types, EV Methods, other key

datadata• Example next chartsExample next charts

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User to provide WBS, EVM, and WBS Type field entries for tasks, down to Work/Planning Package level

For tasks at or above the Work Package level that will not be part of the WBS, i.e., Program Milestones, do not provide WBS, EVM, or WBS Type information (tool will ignore these tasks)

Do not provide WBS, EVM, or WBS Type information for tasks below the Work Package Level (tool provides information for these tasks)

WBS Process ToolWBS Process ToolManage Your WBS in Microsoft ProjectManage Your WBS in Microsoft Project

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Note data changes after tool processing (blue shading)

No processing for Milestones since it was not identified as part of the WBS

Tasks below Work Package level get the WBS ID, CAM (not shown), and EVM of the Work Package.

WBS Process ToolWBS Process ToolManage Your WBS in Microsoft ProjectManage Your WBS in Microsoft Project

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When tool completes, user is prompted to generate the MPM import file, which appears in Excel in flat file (.CSV) format (below)

WBS ID

Description CAM

Element Type

Earned Value Method Code

BCWP Base Unit Code

Parent WBS ID

Data in Excel file is ordered & formatted according to MPM import specifications

Charge Number

WBS Process ToolWBS Process ToolReplicate Microsoft Project WBS in Replicate Microsoft Project WBS in MPMMPM

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Import accurately transfers WBS IDs & levels, element types, EV Methods, and other data from Microsoft Project to MPM.

MPM Data Entry not needed!

WBS Process ToolWBS Process ToolReplicate Microsoft Project WBS in Replicate Microsoft Project WBS in MPMMPM

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• WBS is most important data element in WBS is most important data element in Cost/Schedule (C/S) IntegrationCost/Schedule (C/S) Integration

• SDSI EVM Analysis Tools use the WBS to:SDSI EVM Analysis Tools use the WBS to:– Order and arrange EVM data in Microsoft ProjectOrder and arrange EVM data in Microsoft Project– Achieve C/S Integration in Microsoft ProjectAchieve C/S Integration in Microsoft Project– Ensure data alignment between Microsoft Project and MPMEnsure data alignment between Microsoft Project and MPM

• SDSI EVM Analysis Tools support different Microsoft SDSI EVM Analysis Tools support different Microsoft Project to MPM constructs, all via a single WBS:Project to MPM constructs, all via a single WBS:– One Microsoft Project file to one MPM fileOne Microsoft Project file to one MPM file– Multiple Microsoft Project files to one MPM fileMultiple Microsoft Project files to one MPM file– One Microsoft Project file to multiple MPM filesOne Microsoft Project file to multiple MPM files

WBS Process ToolWBS Process ToolMicrosoft Project to MPM WBS Microsoft Project to MPM WBS OptionsOptions

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11.11.1.11.21.2.11.2.21.2.31.31.3.1

11.11.1.11.21.2.11.2.21.2.31.31.3.1

WBS Process ToolWBS Process ToolMicrosoft Project to MPM WBS Microsoft Project to MPM WBS OptionsOptionsSingle Schedule to Single MPM file via single WBSSingle Schedule to Single MPM file via single WBS

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IRAD

Contract

Capital

11.11.1.11.21.2.11.2.2

11.11.1.11.21.2.11.2.222.12.1.12.1.22.22.2.133.13.1.13.1.2

22.12.1.12.1.22.22.2.1

33.13.1.13.1.2

Integrate different “colors” of money in schedule, then segregate in MPM for accounting purposes.

WBS Process ToolWBS Process ToolMicrosoft Project to MPM WBS Microsoft Project to MPM WBS OptionsOptionsSingle Schedule to Multiple MPM files via single WBSSingle Schedule to Multiple MPM files via single WBS

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Major Sub Assembly Two

Major Sub Assembly One

System Integration

11.11.1.11.21.2.11.2.2

11.11.1.11.21.2.11.2.222.12.1.12.1.22.22.2.133.13.1.13.1.2

22.12.1.12.1.22.22.2.1

33.13.1.13.1.2

Flow down process to subcontractors or teaming partners and integrate their EV data into your cost system.

Allow IPTs to manage schedules separately, then integrate EV data at program level.

WBS Process ToolWBS Process ToolMicrosoft Project to MPM WBS Microsoft Project to MPM WBS OptionsOptionsMultiple Schedules to One MPM file via single WBSMultiple Schedules to One MPM file via single WBS

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EVM Analysis ToolEVM Analysis ToolSee your EV Plan and how It’s See your EV Plan and how It’s ProgressingProgressing• Shows budget distribution by EV MethodShows budget distribution by EV Method• Shows hours and dollars separatelyShows hours and dollars separately• Two-fold result:Two-fold result:

– Total Budget Distribution by EV MethodTotal Budget Distribution by EV Method– BCWR (BAC minus BCWP) Distribution by EV MethodBCWR (BAC minus BCWP) Distribution by EV Method– Reports for 9 different EV Methods, plus Planning Reports for 9 different EV Methods, plus Planning

PackagesPackages• Supports quick analysisSupports quick analysis

– Discrete versus LOE BudgetsDiscrete versus LOE Budgets– Measurable versus Planning Package BudgetsMeasurable versus Planning Package Budgets– Adequate BCWR to impact CPI or SPI?Adequate BCWR to impact CPI or SPI?

• Revise allocations, as needed, before MPM importRevise allocations, as needed, before MPM import• Result displays in ExcelResult displays in Excel• Example next chartExample next chart

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EVM Analysis ToolEVM Analysis ToolSee your EV Plan and how It’s See your EV Plan and how It’s ProgressingProgressing

This tool breaks down baseline dollars and hours by EV Method.

If Process BCWP Tool has been used, the tool also shows how much of the baseline is not claimed as BCWP, also by EV Method.

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EVM Integrity ToolEVM Integrity ToolMulti-point check for local EVM conformanceMulti-point check for local EVM conformance• Checks Microsoft Project files for EVM readiness – 9 current checks:Checks Microsoft Project files for EVM readiness – 9 current checks:

– Table Data ChecksTable Data Checks• WBS IDs Present – All budgeted tasks have WBS IDsWBS IDs Present – All budgeted tasks have WBS IDs• Appropriate EV Method Use – All budgeted tasks have EVM identifiedAppropriate EV Method Use – All budgeted tasks have EVM identified• Labor/Material Mixed on Work Pkg – Checks for labor and non-labor on same Labor/Material Mixed on Work Pkg – Checks for labor and non-labor on same

Work PackagesWork Packages• Baseline Dates Present – Confirms Baseline dates on budgeted tasksBaseline Dates Present – Confirms Baseline dates on budgeted tasks• Resources Assigned to Summary Tasks – Checks for Summary Task resource Resources Assigned to Summary Tasks – Checks for Summary Task resource

assignmentsassignments• WBS Hierarchy Integrity – Checks that tasks are properly arranged by WBS IDWBS Hierarchy Integrity – Checks that tasks are properly arranged by WBS ID

– Timescale Data ChecksTimescale Data Checks• Task-Assignment Baseline Agreement – Verify that time-phased assignment Task-Assignment Baseline Agreement – Verify that time-phased assignment

baseline values properly sum up to the tasksbaseline values properly sum up to the tasks• Summary-Detail Baseline Agreement – Verify that time-phased detail tasks Summary-Detail Baseline Agreement – Verify that time-phased detail tasks

baseline values properly sum up to the summary tasksbaseline values properly sum up to the summary tasks• Timescale Values Present – Verify that all budgeted & baselined tasks have time-Timescale Values Present – Verify that all budgeted & baselined tasks have time-

phased baseline dataphased baseline data

• Run checks in any combination or run them allRun checks in any combination or run them all• Output in ExcelOutput in Excel• Ensure Microsoft Project EVM data performs in C/S Ensure Microsoft Project EVM data performs in C/S

environmentenvironment– Checks for EVM Data presence and correct entryChecks for EVM Data presence and correct entry– Checks Baseline Data integrity, allowing visible proof of data alignment Checks Baseline Data integrity, allowing visible proof of data alignment

with MPMwith MPM

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EVM Integrity ToolEVM Integrity ToolMulti-point check for EVM readinessMulti-point check for EVM readiness

Perform up to 9 analyses to determine how well the schedule file conforms to local Earned Value procedures . . .

Result appear in Excel with a sheet for every analysis selected where a correctable condition exists in the file.

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• Extracts time-phased resource estimates from Microsoft Extracts time-phased resource estimates from Microsoft ProjectProject– Baseline or Estimate-to-Complete (ETC) dataBaseline or Estimate-to-Complete (ETC) data– Hours and DollarsHours and Dollars

• Format extracted data two ways:Format extracted data two ways:– Management reports in Excel: Weekly or by accounting monthManagement reports in Excel: Weekly or by accounting month– MPM Estimates file (accounting month data) for importMPM Estimates file (accounting month data) for import

• Customize reports or MPM Import filesCustomize reports or MPM Import files– By WBS legBy WBS leg– By Cost Account ManagerBy Cost Account Manager– By Specific Baseline Change RequestBy Specific Baseline Change Request

• Verify Budgets or ETC in Microsoft ProjectVerify Budgets or ETC in Microsoft Project– Verify correct totalsVerify correct totals– Confirm correct time-phasingConfirm correct time-phasing

• Replicate Microsoft Project estimate totals Replicate Microsoft Project estimate totals and time-phasing in MPM with import filesand time-phasing in MPM with import files

Estimates/Reports ToolEstimates/Reports ToolReport Estimates or Replicate them for MPM Report Estimates or Replicate them for MPM ImportImport

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Estimates/Reports ToolEstimates/Reports ToolReport Estimates or Replicate them for MPM Report Estimates or Replicate them for MPM ImportImport

Extract baseline or ETC data, weekly or by accounting month, from Microsoft Project files for management reports or import into MPM.

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Microsoft Project hours = 34,496.62 while the MPM Import file hours = 34,496.61, demonstrating the extreme accuracy of the estimates extraction process

Estimates/Reports creates time-phased resource reports, ordered and formatted to MPM import specifications.

WBSEst. Start & Finish dates

Est. Type, 2 = hours

Est. Month

Estimates/Reports ToolEstimates/Reports ToolReport Estimates or Replicate them for MPM Report Estimates or Replicate them for MPM ImportImport

Resource Code & Dept

Est. Value

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WBSEst. Start & Finish dates

Est. Type, 2 = hours

Est. Month

Resource Code & Dept

Est. Value

By changing output choice, a time-phased estimates report (above) is generated instead of the MPM Import file at right. Also, the report output can appear as monthly data as shown, or weekly.

Reports allow management review of data and baseline error correction in Microsoft Project, allowing for a single import cycle into MPM once data is known to be correct.

Estimates/Reports ToolEstimates/Reports ToolReport Estimates or Replicate them for MPM Report Estimates or Replicate them for MPM ImportImport

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Microsoft Project hours = 34,496.62; MPM hours = 34,496.61. This extremely close data agreement is for all WBS legs and for each month of the project.

SDSI EVM Analysis Tools ensure your MPM file matches your Microsoft Project baseline data.

Estimates/Reports ToolEstimates/Reports ToolReport Estimates or Replicate them for MPM Report Estimates or Replicate them for MPM ImportImport

Import produces time-phased BCWS in MPM that matches Microsoft Project total.

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Process BCWP ToolProcess BCWP ToolDisplay and Transfer ITD Earned ValueDisplay and Transfer ITD Earned Value

• Calculates Earned Value in Microsoft ProjectCalculates Earned Value in Microsoft Project– For all budgeted tasksFor all budgeted tasks– Rolls up result throughout WBSRolls up result throughout WBS

• Displays ITD EVM Results in Special ViewDisplays ITD EVM Results in Special View– Hours & DollarsHours & Dollars– BCWS, BCWPBCWS, BCWP– SV, SPISV, SPI

• Transfer Correct EV results in MPM, when readyTransfer Correct EV results in MPM, when ready– Take status and review results in Microsoft ProjectTake status and review results in Microsoft Project– Make corrections, if needed, recalculate EV in Microsoft ProjectMake corrections, if needed, recalculate EV in Microsoft Project– When EV data is correct, create import files and move to MPMWhen EV data is correct, create import files and move to MPM– Measure Twice (in Microsoft Project), Cut Once (in Measure Twice (in Microsoft Project), Cut Once (in

MPM)MPM)• Example next chartsExample next charts

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Status schedule and enter BCWP % in a user pre-determined Number field (Number10 used here). Earned Value calculations do not interfere with Critical Path Calculation.

Process BCWP ToolProcess BCWP ToolDisplay and Transfer ITD Earned ValueDisplay and Transfer ITD Earned Value

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Launch Tool and enter the As Of Status, or BCWP, Date (Accounting Month End, or each Friday for Weekly Earned Value)

Process BCWP ToolProcess BCWP ToolDisplay and Transfer ITD Earned ValueDisplay and Transfer ITD Earned Value

After calculations are complete, user is prompted to create BCWP file for MPM Import.

WBSBCWP Date BCWP %

BCWP Unit Value

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Tool creates view in Microsoft Project to show EV data for all budgeted tasks. Close EV data agreement between schedule file and MPM means reliable EV results are available from Microsoft Project immediately after status, raising issues more quickly.

Process BCWP ToolProcess BCWP ToolDisplay and Transfer ITD Earned ValueDisplay and Transfer ITD Earned Value

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Baseline Rollup ToolBaseline Rollup ToolRebuild Baseline Hierarchy after ChangesRebuild Baseline Hierarchy after Changes

• Rebuilds baseline data from resource assignment levelRebuilds baseline data from resource assignment level– DatesDates– HoursHours– DollarsDollars

• Restores Baseline Hierarchical IntegrityRestores Baseline Hierarchical Integrity– Seamlessly incorporates baseline changesSeamlessly incorporates baseline changes– Fixes incorrect baseline totals for detail tasks and rolls them up to their Fixes incorrect baseline totals for detail tasks and rolls them up to their

Summary Tasks Summary Tasks

• Maintains Baseline Integrity in Microsoft ProjectMaintains Baseline Integrity in Microsoft Project– Task data agrees with assignment dataTask data agrees with assignment data– Summary task data agrees with detail task dataSummary task data agrees with detail task data– Time-phased data agrees with baseline data in tablesTime-phased data agrees with baseline data in tables

• Keeps Microsoft Project as EVM data source and entry Keeps Microsoft Project as EVM data source and entry pointpoint– Keeps table and time-phased data visibly consistent with data sent to MPMKeeps table and time-phased data visibly consistent with data sent to MPM– Corrects totals at each WBS Level for visible comparison with data sent to Corrects totals at each WBS Level for visible comparison with data sent to

MPMMPM– Corrects time-phased data for resources and WBS legsCorrects time-phased data for resources and WBS legs

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Baseline Rollup ToolBaseline Rollup ToolRebuild Baseline Hierarchy after ChangesRebuild Baseline Hierarchy after Changes

ORBEFORE – Task 21 Baseline Work does not show correct totals from Tasks 22 & 23 . . .

AFTER – Task 21 Baseline Work corrected for correct total. Corrections also roll up to top of schedule.

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SummarySummary• SDSI EVM Analysis Tools let you, in Microsoft Project:SDSI EVM Analysis Tools let you, in Microsoft Project:

– Build and manage a complete WBSBuild and manage a complete WBS– Review time-phased estimatesReview time-phased estimates– Check Budget Allocation by EV MethodCheck Budget Allocation by EV Method– Ensure schedule file data complies with local EVM guidelinesEnsure schedule file data complies with local EVM guidelines– Calculate and display EV resultsCalculate and display EV results– Rebuild Baseline hierarchy after baseline changes or anytimeRebuild Baseline hierarchy after baseline changes or anytime

• Make Microsoft Project your EVM data entry pointMake Microsoft Project your EVM data entry point– Create and Process Create and Process ALLALL EVM Data in Microsoft Project EVM Data in Microsoft Project– Review and make EVM Data corrections in Microsoft ProjectReview and make EVM Data corrections in Microsoft Project– Once it’s correct, replicate it in MPM via import filesOnce it’s correct, replicate it in MPM via import files– Measure Twice (in Microsoft Project), Cut Once (import to MPM)Measure Twice (in Microsoft Project), Cut Once (import to MPM)

• Cut Costs – Maintain MPM without direct data entryCut Costs – Maintain MPM without direct data entry– Enter and verify all EVM data in Microsoft ProjectEnter and verify all EVM data in Microsoft Project– Tools create import files which replicate EVM data in MPMTools create import files which replicate EVM data in MPM

• Achieve C/S Integration and cross-tool integrationAchieve C/S Integration and cross-tool integration– At Program Start (Easily prepare Integrated Baseline Review data)At Program Start (Easily prepare Integrated Baseline Review data)– Throughout Program LifeThroughout Program Life– For all EVM Data and at all Levels of your WBS For all EVM Data and at all Levels of your WBS – True C/S Integration in Microsoft ProjectTrue C/S Integration in Microsoft Project– Complete Microsoft Project / MPM Cross-Tool data alignmentComplete Microsoft Project / MPM Cross-Tool data alignment

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SummarySummary• Combine SDSI EVM Analysis Tools with the SDSI Schedule Analysis Combine SDSI EVM Analysis Tools with the SDSI Schedule Analysis

Tools:Tools:– Build and maintain better critical path networksBuild and maintain better critical path networks– Ensure schedule status does not impact critical path or EVM data Ensure schedule status does not impact critical path or EVM data

calculationscalculations– Immediately check logic paths associated with a single taskImmediately check logic paths associated with a single task– Remove all financial data from schedule filesRemove all financial data from schedule files

• Share current schedule data with compromising financial dataShare current schedule data with compromising financial data• Create safe files without maintaining separate filesCreate safe files without maintaining separate files

• The SDSI Schedule Analysis ToolsThe SDSI Schedule Analysis Tools– Perform key analyses in minutes that seasoned schedulers need hours or Perform key analyses in minutes that seasoned schedulers need hours or

days to performdays to perform– Help create consistency in schedule content and structureHelp create consistency in schedule content and structure– Instantly increase Schedulers’ productivityInstantly increase Schedulers’ productivity

• Both Toolsets provide a complete C/S SolutionBoth Toolsets provide a complete C/S Solution– SDSI Schedule Analysis Tools ensure reliable critical path schedulesSDSI Schedule Analysis Tools ensure reliable critical path schedules– SDSI EVM Analysis Tools creates EVM data within critical path schedulesSDSI EVM Analysis Tools creates EVM data within critical path schedules– Together, EVM and critical path are married without compromise to eitherTogether, EVM and critical path are married without compromise to either

• For more informationFor more information– Go to Go to www.sdsianalysis.comwww.sdsianalysis.com,,– Call Stan Levy at 310-753-4021, orCall Stan Levy at 310-753-4021, or– E-mail him at [email protected] him at [email protected]