US Army Corps of Engineers RMS Center Apple Valley, CA 1 RMS Reports for Dummies July 2006.

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1 US Army Corps US Army Corps of Engineers of Engineers RMS Center – Apple Valley, CA RMS Reports RMS Reports for Dummies for Dummies July 2006

description

US Army Corps of Engineers RMS Center – Apple Valley, CA 3 RMS Reports Contract Groups are accessed from the RMS button “Summary” listing. You can only create groups from the office your have such privileges granted.

Transcript of US Army Corps of Engineers RMS Center Apple Valley, CA 1 RMS Reports for Dummies July 2006.

Page 1: US Army Corps of Engineers RMS Center  Apple Valley, CA 1 RMS Reports for Dummies July 2006.

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US Army CorpsUS Army Corpsof Engineersof Engineers

RMS Center – Apple Valley, CA

RMS ReportsRMS Reports for for

DummiesDummies

July 2006

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• What is this session meant to cover?

– Introduction into the use of “Contract Groups” from the RMS program.

– Creation of meaningful reports that are tailored for the projects, offices, fund types, customers, etc., of the person desiring the reports.

– Use of a tool to help manage and improve project delivery & contract management

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Contract Groups are accessed from the RMS button “Summary” listing.

You can only create groups from the office your have such privileges granted.

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Selecting the “Add” button presents the choice of creating groups by “Manually” selecting contracts, or by using a “Formula” to create the group.

When given the choice, it is ALWAYS BETTER to use the “Formula” method.

We will begin by reviewing the “Manual” method first.

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Begin by adding a Title for your group. It can be based on geographical location, office, customer type, fund type, Project Manager, Inspector, or what ever your need may be.

Under the description, you should provide a narrative to explain the intent of the report so others will understand it. (Anybody can use your group for their own purposes.)

On the “Contract Selection” tab, select desired contracts to be included in your Group.

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From the “View Selected Contracts” tab or the “Contracts” button, you may see all contracts you have selected. Contracts can be chosen for any office to be in your group.

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After closing out the prior screen, we will use the newly created “Group” to get our reports.

The “Reports” button is available throughout most RMS screens.

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From the Report Menu, select “Summary” to gain access to the Summary Report listing. These reports are intended to give you information on multiple projects, without having to ‘drill-down’ to the individual project.

Choose the “Status of Construction” report on the menu.

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Using the “Status of Construction” report for demonstration, click on the radial button to select our newly created GROUP.

You may include or exclude any of the items under “Include”.

The “Sort” feature presents seven sort capabilities. We’ve chosen “Office”.

After your selections are completed, push the “Preview” button at the top of the window.

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This screen presents the Groups from which you may select. Choose the office you want to use the group from (Gulf Region Division), then the available groups will appear in the area below the office name.

Our newly created group is highlighted. Press the “OK” button for the report to be generated.

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Manually selected project report using “Contract Groups”

US Army Corpsof Engineers

Status Of Construction1MEF PROGRAM OFFICE including Sub-Offices

16 Apr 2005

GULF REGION CENTRAL DISTRICT

RANGE: Road Projects f or 1MEF Program Of f ice

Contract No. ContractorContract Title

Program Ty pe

Scheduled BOD

Original Completionwith Options

Current ContractRequired Completion

% TimeGrowth

Original Contract with Options

Current ContractAmount

% CostGrowth

Sched ActualRemarks

Progress

1MEF PROGRAM OFFICEN62470-00-D-0005 0050 KBRTR/TR-002 ANBAR VILLAGE ROADS SEGMENT 05

IRAQNot Scheduled

08 Feb 0508 Feb 05

0.0%$603,030.00$603,030.00

0.0% 67% 60%Status as of 01/28/2005SEGMENT 5 - AL ANGOUR REFINERY TO AL ANGOUR3 KM IN LENGTHSEG 05 Al Gour Ref inery to Al Angour

N62470-00-D-0005 0050 KBRTR/TR-002 ANBAR VILLAGE ROADS SEGMENT 04

IRAQNot Scheduled

08 Feb 0508 Feb 05

0.0%$503,055.00$503,055.00

0.0% 84% 50%Status as of 01/28/2005

SEG 4 - AL RAMADI TO AL HAMEER (3KM)

N62470-04-C-4722 0050 KBRTR/TR-002 ANBAR VILLAGE ROADS SEGMENT 01

IRAQNot Scheduled

10 Mar 0510 Mar 05

0.0%$880,000.00$880,000.00

0.0% 63% 50%Status as of 01/28/2005

SEG 1-AL SHAJARIYAH TO AL SHAHID/AL SABAGH (5KM)

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Now, selecting the “Add” button we will review the “Formula” method of creatingReports.

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Add a “Title” for the group (MNSTC-I Contracts in CEGRD)

Enter a sort description of the purpose and sort of the report.

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Push “Add” to begin –

Choose “Contract – Customer Type” from the selection list. And push “OK”.

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Select the Customer Type (Multi-Nat. Sec. Trng Cmd - Iraq) and push “OK”

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The window is then populated with the formula with a description of the selection in the window below.

You can add more criteria too!

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From “View Selected Contracts” tab, you select the offices (sub-offices) to include in the criteria and the contracts meeting the formula conditions will appear. You can also see a report of the selected contracts by pushing the Contracts button at the top of the window.

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From the Report Menu, select “Summary” to gain access to the Summary Report listing.

Once again, choose the “Status of Construction” report on the menu.

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Continuing with using the “Status of Construction” report for demonstration, click on the radial button to select our newly created GROUP.

You may include or exclude any of the items under “Include”.

The “Sort” feature presents several sort capabilities. We’ve chosen “Customer”.

After your selections are completed, push the “Preview” button at the top of the window.

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This screen presents the Groups from which you may select. Choose the office you want to use the group from (Gulf Region Division), then the available groups will appear in the area below the office name.

Our newly created group is highlighted. Press the “OK” button for the report to be generated.

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Status Of ConstructionGULF REGION DIVISION including Sub-Offices

16 Apr 2005

GULF REGION CENTRAL DISTRICT

RANGE: MNSTC-I Contracts in CEGRD Sorted by Customer

Contract No. Of f iceContract Title

Program Ty pe

Scheduled BOD

Original Completionwith Options

Current ContractRequired Completion

% TimeGrowth

Original Contract with Options

Current ContractAmount

% CostGrowth

Sched ActualRemarks

Progress

Multi-Nat. Sec. Trng Cmd - IraqP0004110 CEGRC-1CAVSM//Baghdad Fleet Maintenance Facility

IRAQ23 Jun 05

23 Jun 0523 Jun 05

0.0%$0.00$0.00

0.0% 8% 0%Status as of 01/02/2005

Project is on hold.

W914NS-04-D-0009 0016 CEGRC-1CAVSA/SJ-001 NATION FIRE/CIV DEF ACADEMY

IRAQ16 Jan 06

23 Jun 0623 Jun 06

0.0%$25,383,457.00$25,383,457.00

0.0% 7% 0%Status as of 01/31/2005

FA8903-04-D-8690 0005 CEGRC-1CAV-1BCTSM/BLSM-008 Ar Rustamiy ah Mili Academy

IRAQ16 Apr 05

28 Aug 0430 Nov 04

76.4%$36,314,427.00$59,314,427.00

63.3% 100% 92%Status as of 01/28/2005

Mod 2 pending f or additional renov ations.

P0003808 CEGRC-1CAV-2BCTSM/SM-599/IRAQ HW PATROL HQ

IRAQ25 Nov 05

25 Nov 0525 Nov 05

0.0%$0.00$0.00

0.0% 8% 0%Status as of 01/30/2005

Scheduleing Pre-bid site v isit, security concerns related to site v isit

W914NS-04-D-0009 0002 CEGRC-1CAV-2BCTSM/SJ003/Civ il Def ense Headquarters

IRAQ05 Mar 05

31 Jan 0531 Jan 05

0.0%$1,354,583.00$1,354,583.00

0.0% 91% 84%Status as of 01/30/2005

Ov erall BOD date is scheduled f or 3/05/2005

W916QW-05-D-0012 0002 CEGRC-1CAV-2BCTSM/SM-543/PUB ORD BATT-FOB JUSTICE

IRAQ25 Jun 05

29 Jun 0529 Jun 05

0.0%$0.00$0.00

0.0% 9% 4%Status as of 01/30/2005

01/30/05 MOD in progress f or Force Protection, $1.6 mil.

FA8903-04-D-8669 0005 CEGRC-1CAV-39BCSM/SM009/Tadji Army Av iation Base PhIV

IRAQ01 Nov 04

01 Nov 0401 Nov 04

0.0%$26,163,560.00$26,163,560.00

0.0% 100% 98%Status as of 01/28/2005

FA8903-04-D-8675 0001 CEGRC-1CAV-39BCSM/MI000-101/Taji Military Base Ph III

IRAQ01 Sep 04 A

15 Jan 0515 Jan 05

$33,861,491.00 Status as of 01/28/2005

FA8903-04-D-8677 0020 CEGRC-1CAV-39BCSC/ Taji Med. Clinics(2), const./Equip

IRAQNot Scheduled

03 Jan 0503 Jan 05

Status as of 01/28/2005

W914NS-04-D-0009 0015 CEGRC-1CAV-39BCSM/Taji S. Road, Vehic, Fence(SM-015...)

IRAQ31 May 05

11 Aug 0411 Aug 04

Status as of 01/28/2005

W916QW-04-D-0014 NA CEGRC-1CAV-39BCSM/SM-535/Fac. Prot. Serv . HQ & ACADEMY

IRAQ09 Dec 05

09 Dec 0509 Dec 05

Status as of 01/28/2005

Stop Work Order issued by Contracting Of f icer

W916QW-05-P-0005 NA CEGRC-1CAV-39BCSM/SM-528/ FORCE PROT. ENHANCE. & GENER

IRAQ26 Jan 05 A

09 Feb 0509 Feb 05

Status as of 01/28/2005

Modif ication f or additional work is underway .

W917BG-05-C-0009 NA CEGRC-1CAV-39BCSM/SM-651/FIRING RANGE @ TADJI

IRAQ08 Mar 05

27 Feb 0527 Feb 05

Status as of 01/28/2005

FA8903-04-D-8690 0002 CEGRC-1CAV-3BCTSM/SM010/Iraqi Ministry of Def ense HQ

IRAQ12 Feb 05

30 Apr 0530 Apr 05

Status as of 01/31/2005

waiting f or next round of pre-f inal ispections.

W914NS-05-C-9008 NA CEGRC-1CAV-PROGSP/SJ089/ FP f or Major Crimes Unit

IRAQ13 May 05

01 Apr 0501 Apr 05

Status as of 11/15/2004

CONTRACTED / WORK TO BEGIN

CANCELLED NA CEGRC-ZSR/SJ-057 JORDAN BORDER RD SECTION "B"

IRAQNot Scheduled

Status as of 01/16/2005

APPROXIMATELY 170 (KM) GRAVEL ROAD

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RMS ReportsRMS Reports

Formula selected project report using “Contract Groups”

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Key Summary reports

1. Status of Construction Report 2. Construction Placement Summary3. System Milestone Schedule4. QA/QC Daily Narratives5. USACE Construction CCG Metrics

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RMS ReportsRMS ReportsCustom Reports

Custom Reports can be easily created from the Summary module of RMS. These reports are created to address special desires or needs that you or your Customer may have.

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RMS ReportsRMS ReportsCustom Reports

Chapter 1 of the RMS User Guide gives a step-by-step process where you can manually add a new Custom Report or Copy an existing Custom Report. These reports utilize data fields directly from the RMS database and can be added to the Summary Level of reporting within RMS.

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RMS ReportsRMS ReportsCustom Reports

This is a sample of data available for you to create Custom Reports.

The data elements are from these headings:

•Administration•Finances•QA/QC•Submittals•Schedules

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Sample Custom Reports

US Army Corpsof Engineers

Customer - Status ReportTHI QAR RESIDENT OFFICE including Sub-Offices

21 Feb 2005

GULF REGION SOUTHERN DISTRICT

RANGE: Activ e Contracts Sorted by Of f ice

Contract No. ContractorContract Title

Administrativ e Contracting Of f icerQA Project Engineer Name

Chief Con-Rep

Contract Administration Of f ice

Paid Percent

Reported Percent

Scheduled Percent

Award CLINS

Current CLINSSum of activ ities Current contract v alue

Cost Growth

Time Growth

BOD - Original DateBOD - Scheduled Date

Required Completion DatePrimary Delay Code

Financial and Schedule Status

THI QAR RESIDENT OFFICE

FA8903-04-D-8672 0011 ECC

BE-002 THI-QAR SCHOOL 1801153: QANADEELCEGRS-TAO-TQR

0

0

0

73831

7383173831 $73,831.00

$0.00

0 02/21/2005

FA8903-04-D-8672 0011 ECC

BE-002 THI-QAR SCHOOL 1801176: SAIF ALLCEGRS-TAO-TQR

0

0

0

69101

6910169101 $69,101.00

$0.00

0 02/18/2005

FA8903-04-D-8672 0011 ECC

BE-002 THI-QAR SCHOOL 1800010: BADIR AL

0

041142

41142 $41,142.00$0.00

FA8903-04-D-8672 0011 ECC

BE-002 THI-QAR SCHOOL 1800849: SHAHAMA

FA8903-04-D-8672 0011 ECC

BE-002 THI-QAR SCHOOL 1801234: QATER AL

FA8903-04-D-8672 0011 ECC

BE-002 THI-QAR SCHOOL 1801169: IBN AL-N

FA8903-04-D-8672 0011 ECC

BE-002 THI-QAR SCHOOL 1801213: BUTHAINA

FA8903-04-D-8672 0011 ECC

BE-002 THI-QAR SCHOOL 1800772: ATFAL AL

FA8903-04-D-8672 0011 ECC

BE-002 THI-QAR SCHOOL 1800740: AHIL AL-

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Questions?