Deltek Insight 2012: wInsight Schedule Analysis & Reporting Features

wInsight Schedule Analysis & Reporting Features

Wayne Erwin, Sr. Principal Customer Care Analyst, DeltekGC-452

2 ©2012 Deltek, Inc. All Rights Reserved

New customers unfamiliar with wInsight applications Schedule analysis and reporting capabilities that are available

Recent emphasis on schedule side of earned value reporting and analysis

Format 6 schedules DCMA Tripwires OMB FY11 Table IIA Report

Motivation for this Presentation


C/S Glue Viewer View schedule data Link schedule data to earned value data in wInsight

Defense Contract Management Agency (DCMA) Tripwire Metrics

BEI (Baseline Execution Index) CPLI (Critical Path Length Index) Start and Completion metrics

OMB FY11 Table IIA Report

Scheduling Analysis & Reporting

C/S Glue Viewer


Customized application to Analyze schedules Link cost & schedule Filter activities

Analyze schedule data using the Analysis Gantt Chart

Link many schedule activities to one WBS element

Filter thresholds for management by exception

C/S Glue Viewer Overview


Analysis Gantt Chart displays schedule data related to WBS element

Baseline Current plan Drop-dead dates Consecutive slips (last 3 months projected completion date)

Analyzing Schedules


Analysis Gantt Chart

BaselineSchedule

CurrentSchedule

Drop-Dead Date

ConsecutiveSlips


Analysis Gantt Chart Legend

INFORMATION SYMBOL COLOR Current Schedule (Top Bar) Critical Path Task Red Non-Critical Task Blue Summary Task Green Progress Black Baseline Schedule (Bottom Bar) Green

Milestone Black, Filled-In Rolled Up Milestone Black, Hollow Drop-Dead Date (Total Slack) Red

Previous Completion Dates 3 Months Ago (first slip) Green 2 Months Ago (second slip) Yellow 1 Month Ago (third slip) Red


Auto Sync button works as a toggle

C/S Glue Viewer automatically updated when a new element is chosen in wInsight

Linking based on WBS number

Filter button must also be used

Linking Cost & Schedule Data


Filter buttons narrow down the activities that are displayed in the schedule

Filters only displays activities Whose WBS number matches that of the active wInsight WBS element That meet the threshold conditions That are not complete

C/S Glue Viewer Filters


Default filter thresholds

Develop your own management thresholds

C/S Glue Viewer Filters

Filter

Button

Slips in Past

4 Months

Completion Slip

Past BaselineFloat

3 31 days or more -6 days orworse

2 15 to 30 days -1 to -5days

1 or less 14 or less days 0 or more

Displays Activities That Meet Any Condition

Red

Yellow

Green

Displays All Activities for the Active ElementWhite


Export schedule data using provided utility Open Plan MS Project Primavera Identify field containing WBS numbers that match WBS numbers in

wInsight

Import schedule data using C/S Glue Viewer Identify matching wInsight contract and reporting period Multiple schedules can be combined!

Run processing functions Update Prior Finish Dates to capture previous completion dates Set Filter Flags to determine the Red, Yellow, and Green filters

Schedule Processing


C/S Glue Viewer Demonstration

DCMA Tripwire Metrics


Tripwire Data CumActualCompl, CurPlannedStarts, Critical Path Length, Number of days of float, etc. They are the values used in Tripwire Metrics They are stored in the database

Most in the BEI table

Top level data is also stored in the CPR Header spreadsheet in wInsight Administrator

Can be displayed in wInsight Sort window

Tripwire Metrics Baseline Execution Index (BEI), Monthly % Hit, and Critical Path Length Index (CPLI) They are calculations/formulas They are not stored in the database They are calculated at the time a chart or a report is displayed BEIs can be displayed in wInsight Sort window

Availability BEI, Monthly % Hit, and related data at all levels CPLI and related data only at level 1/total contract

DCMA Schedule Tripwire Data and Metrics


In determining Tripwire Data totals, wInsight ignores the following schedule items:

All zero (0) duration tasks, even those that are not marked as milestones

Milestones Summary tasks LOE tasks (level-of-effort tasks) Tasks without a baseline Tasks that are not mapped to WBS (i.e., no WBS# in LinkVal field in

C/S Glue Viewer)

DCMA Schedule Tripwire Data Criteria


In calculating BEI data It does not matter if tasks finish on or ahead of their baseline schedule If a task has finished (early, on time, or late), wInsight counts it

BEI can be > 1.0

Baseline Execution Index (BEI) Defined

# of Baseline Tasks Actually Finished

# of Baseline Tasks Scheduled to be Finished BEI =


More stringent criteria than for the BEI

Monthly % Hit cannot be > 1.0

Monthly % Hit Defined

Monthly

% Hit =

# of THIS month’s tasks finished on or ahead of their baseline schedule

# of THIS month’s tasks to be finished in the baseline schedule


Schedule Float – the difference between the amount of time available for performing a program or a milestone and the time required to complete the program or milestone

wInsight always assumes a 5-day work week in calculating CPLI

CPLI of less than 1.00 indicates that the program is not likely to achieve its baseline completion date without corrective action

Critical Path Length Index (CPLI) Defined

CPLI =Critical Path Duration + Float

Critical Path Duration


Indicates whether the program is going well or poorly against baseline estimates

Program Tripwires Summary Report


Setting Tripwire Thresholds wInsight Administrator 6.5 provides the capability to customize the

secondary tripwire thresholds wInsight Administrator > Data Input > Contracts Setup > Contracts

Program Tripwires Summary Report Thresholds


Completions and Starts version of this chart Lines = CUM Data, BEI criteria Bars = CUR Data, Monthly % Hit criteria

BEI and Monthly % Hit Chart


If the ProgramOrMilestone column is NULL, or says "Total Program" or "Milestone,“ report does not display a record

Otherwise The milestone name, critical path length, and schedule float for the

report come from the corresponding columns in the CPR Header The UID, Start, and End dates come from imported schedule data for

the milestone

CPLI Milestone Report


Deriving Tripwire data is a 3 step process Export schedule data using provided utility and identify LOE tasks Import schedule data using C/S Glue Viewer Recalculate the contract in wInsight Administrator using the Derive

Tripwire Metrics option

Automation of Tripwire Data


Use wInsight Administrator to recalculate the contract and Derive Tripwire Metrics (data)

Recalculate & Derive Tripwire Data

OMB FY11 Table IIA Report


Data was previously posted yearly, now required monthly

3 Key Features Report based on imported EVM & schedule data and a WBSOMB

milestone mapping completed by the end-user Ability to export data as a .CSV file or an .XML file from wInsight only OMB Milestone Changes Report

OMB FY 11 Exhibit 300 Table IIA Report


In wInsight Administrator Create OMB structure and OMB elements Use the WBS Mapper to map WBS elements to OMB elements Load and recalculate WBS earned value data as usual OMB Report data generated at time report is run

OMB FY 11 Report – Structure Mapping


OMB FY 11 Report – Example of Mapping

OMB Report

MS 1 MS 2 MS 3

1000

3200 3400 3600

3000


OMB FY 11 Report – Sample Change Report

A blue highlighted row represents a new Investment

A blue highlighted field represents a

changed value


Exporting OMB FY 11 Report data Right-click on report Select Export OBM Table IIA Data… Select either

CSV XML

OMB FY 11 Report – Exporting Data

The Future


New Integrated Program Management (IPMR) requirements CPR Format 1

Minor changes in report header Data in XML in whole units (no decimals). Applies to Formats 1-4 and 7.

CPR Format 2 Subcontractor and Material reported separately from OBS

CPR Format 3 Time-phasing of changes between BOP and EOP

CPR Format 6 Integrated Master Schedule (IMS)

CPR Format 7 Time-phased historical & forecasted costs

Available Q4 2012

wInsight Enhancements


Report containing the Integrated Master Schedule (IMS)

Two electronic formats required Schedule application’s native file format (ex., .MPP file) UN/CEFACT XML transfer file generated by schedule application

Open Plan (Deltek – Available Q4 2012) MS Project (Steelray – Available now) Primavera (Oracle committed to adding)

C/S Glue Viewer Updated to import Format 6 UN/CEFACT files Database not expanded with additional fields (ex., Best/Worse duration)

CPR Format 6

Questions?

Thank You!

Deltek Insight 2012: wInsight Schedule Analysis & Reporting Features

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Transcript of Deltek Insight 2012: wInsight Schedule Analysis & Reporting Features