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    Trahan stuart Trahan stuart Presentation Transcript

    • A Solution for Schedule Integrationon NASA Programs Stuart Trahan Founder and Chief Technology Officer NASA PM Challenge February 7, 2007
    • Founded in 2000Specializing in Microsoft Office Project EVMS Solutions EVM Systems as per requirements of OMB 300 and ANSI 748. Support effective systems integration Financial Accounting Systems Scheduling Systems Earned Value Management Systems Examples: SAP, Primavera, wInsight, MPM, Cobra, and other internal legacy systemsExperience in multiple industries including Aerospace Defense Treasury National Research Foundation Telecommunications & TechnologyOffices in Lake Charles, Louisiana Dallas, Texas
    • Our CustomersSolutions for EVMS compliance and project data integration with Microsoft Project.
    • A Solution for Schedule Integration on NASAProgramsWhat are your schedule integration issues?
    • #1 Reported Issue is Data Integration
    • Our Partner in IntegrationPinnacle Management Systems, Inc.Manassas , Virginiawww.pinnaclemanagement.com
    • Pinnacle Background Founded in 1993 Specializing in Enterprise Management Solutions Earned Value Management Project Portfolio Management Enterprise Project/Resource Management Experience in multiple industries including Aerospace & Defense DOE & Public Sector Finance & Insurance Healthcare Engineering & Construction Telecommunications & Technology Offices in Northern Virginia and United Kingdom Primavera Premier Service Partner
    • Sample Pinnacle Clients
    • Schedule Integration - Definition In general, integration refers to importing, exporting or updating data from one system to another Schedule integration can be performed a number of ways for different business reasons Primavera has tools to satisfy some schedule integration needs Import/Export .MSP format Read/write/update MS Excel ProjectLink The Primavera API allows for development of more robust integration solutions
    • Enterprise Database The most simple form of schedule integration requires importing multiple schedules to a single database – such as Primavera Generally done for review only – although Primavera ProjectLink can be used for updates if users have access Import multiple schedules into an Enterprise Project Structure (EPS) to look at summary schedule information
    • Enterprise Database - Challenges Schedule data may come from a variety of sources (MS Project, Open Plan, MS Excel) in a myriad of file formats (.xls, .mpp, .xer) Projects must be replaced with each update Inconsistent coding of activities and WBS Different levels of detail in each sub-schedule
    • Tiered Scheduling Program Program Summary Vertical Integration & Traceability Major Milestones Schedules IPT/ Intermediate (ControlControl Account/ Account) Schedules Work Package Plans Detail (Work Package/ Task) Schedules G im b a l G im b a lDetailed Functional G im b a l C a m e ra C a m e ra WESCAM WESCAM C a m e ra C a m e r a S e n sor C a m e r a S e n sor WESCAM C a m e r a S e n sor T u r r e t H o us in g T u r r e t H o us in g T u r r e t H o us in g S y s t e m C o n t r o ll e r S y s t e m C o n t r o ll e r S y s t e m C o n t r o ll e r T u r r e t / G im b a l N a v S u i t e ( G P S /I N S ) T u r r e t / G im b a l N a v S u i t e ( G P S /I N S ) T u r r e t / G im b a l N a v S u i t e ( G P S /I N S ) C o n t r o l le r S o f t w a r e C o n t r o l le r S o f t w a r e C o n t r o l le r S o f t w a r e A ir b or n e P a yloa d A ir V e h ic l e D a t a li n k S u i t e A ir b or n e P a yloa d A ir V e h ic l e D a t a li n k S u i t e A ir b or n e P a yloa d A ir V e h ic l e D a t a li n k S u i t e S u b s y s te m E le m e n t ( G F E ) S u b s y s te m E le m e n t ( G F E ) S u b s y s te m E le m e n t ( G F E ) A /C P o w e r A /C P o w e r A /C P o w e r R e co r d e r A s s e m b ly R e co r d e r A s s e m b ly R e co r d e r A s s e m b ly A ir b o r n e D a t a P a y l o a d S y s te m A ir b o r n e D a t a P a y l o a d S y s te m SEA SEA A ir b o r n e D a t a P a y l o a d S y s te m SEA P ro c e s s o r E l e m e n ts A s s e m b l y P ro c e s s o r E l e m e n ts A s s e m b l y P ro c e s s o r E l e m e n ts A s s e m b l y P a y l o a d C o n t r o l le r P a y l o a d C o n t r o l le r P a y l o a d C o n t r o l le r S e n so r C on tr ol a n d S e n so r C on tr ol a n d S e n so r C on tr ol a n d C o m m S o f tw a r e C o m m S o f tw a r e C o m m S o f tw a r e P ay load I n te g ra ti o n C o n tr a c t o r P ay load I n te g ra ti o n C o n tr a c t o r P ay load I n te g ra ti o n C o n tr a c t o r P o w e r D i s tr i b u t i o n D T / O T P o w e r D i s tr i b u t i o n DT / O T P o w e r D i s tr i b u t i o n DT / O T i n to G round i n to G round i n to G round U n it A ir b o r n e P a y lo a d S u b s y s tem Supp ort U n it A ir b o r n e P a y lo a d S u b s y s tem Supp ort U n it A ir b o r n e P a y lo a d S u b s y s tem Supp ort A /V S e gm e n t a n d F l ig h t T e s t A /V S e gm e n t a n d F l ig h t T e s t A /V S e gm e n t a n d F l ig h t T e s t k k - Dis - Dis k - Dis S y s t e m D is p la y S y s t e m D is p la y Only Only S y s t e m D is p la y S y s t e m D is p l a y U n i t S y s t e m D is p l a y U n i t Only S y s t e m D is p l a y U n i t U n it U n it U n it Test Test Test D at a P r oc e ssin g U n it C 4 I I n fr a s tr u c t u r e D a t a P r o c e s s i n g U n i t C 4 I I n fr a s tr u c t u r e D at a P r oc e ssin g U n it C 4 I I n fr a s tr u c t u r e C a b le/ C 4 I C a b le/ C 4 I C a b le/ C 4 I D a ta P r o c e s s i n g G r o u n d C o n tr o l G r o u n d C o n tr o l D a ta P r o c e s s i n g G r o u n d C o n tr o l G r o u n d C o n tr o l ARETE D a t a P r o c e s s in g U n i t ARETE D a ta P r o c e s s i n g G r o u n d C o n tr o l G r o u n d C o n tr o l D a ta l i n k S u i te D a t a P r o c e s s in g U n i t D a ta l i n k S u i te S ta ti o n S u b s y s te m S t a t io n E l e m e n t s S o ft w a r e S ta ti o n S u b s y s te m S t a t io n E l e m e n t s ARETE D a t a P r o c e s s in g U n i t D a ta l i n k S u i te S o ft w a r e S o ft w a r e S ta ti o n S u b s y s te m S t a t io n E l e m e n t s (G F E ) (G F E ) (G F E ) O & C S o f tw a r e S y s t e m D is p l a y U n i t O & C S o f tw a r e S y s t e m D is p l a y U n i t O & C S o f tw a r e S y s t e m D is p l a y U n i t G im b a l G im b a l G im b a l D a t a C ao r e r a Stm ag e D a t a C ao r e r a Stm ag e WESCAM WESCAM D a t a C ao r e r a Stm ag e C a m e rU nSi e n s o r a D a ta S t o r a g e U n i t C a m e rU nSi e n s o r a D a ta S t o r a g e U n i t WESCAM C a m e rU nSi e n s o r a D a ta S t o r a g e U n i t t T u r r e t H o us in g t T u r r e t H o us in g t T u r r e t H o us in g S y s t e m C o n t r o ll e r S y s t e m C o n t r o ll e r S y s t e m C o n t r o ll e r T u r r e t / G im b a l N a v S u i t e ( G P S /I N S ) T u r r e t / G im b a l N a v S u i t e ( G P S /I N S ) C O B R A G r o u n d S ta tio n S u b s y s tem C O B R A G r o u n d S ta tio n S u b s y s tem T u r r e t / G im b a l C O B R A G r o u n d S ta tio n S u b s y s tem N a v S u i t e ( G P S /I N S ) C o n t r o l le r S o f t w a r e C o n t r o l le r S o f t w a r e A ir b or n e P a yloa d A ir V e h ic l e A ir b or n e P a yloa d A ir V e h ic l e Functional Working C o n t r o l le r S o f t w a r e A ir b or n e P a yloa d A ir V e h ic l e D a t a li n k S u i t e D a t a li n k S u i t e D a t a li n k S u i t e S u b s y s te m E le m e n t ( G F E ) S u b s y s te m E le m e n t ( G F E ) S u b s y s te m E le m e n t ( G F E ) A /C P o w e r A /C P o w e r A /C P o w e r R e co r d e r A s s e m b ly R e co r d e r A s s e m b ly R e co r d e r A s s e m b ly Work Plans A ir b o r n e D a t a P a y l o a d S y s te m A ir b o r n e D a t a P a y l o a d S y s te m SEA SEA A ir b o r n e D a t a P a y l o a d S y s te m SEA P ro c e s s o r E l e m e n ts A s s e m b l y P ro c e s s o r E l e m e n ts A s s e m b l y P ro c e s s o r E l e m e n ts A s s e m b l y P a y l o a d C o n t r o l le r P a y l o a d C o n t r o l le r P a y l o a d C o n t r o l le r S e n so r C on tr ol a n d S e n so r C on tr ol a n d S e n so r C on tr ol a n d C o m m S o f tw a r e C o m m S o f tw a r e C o m m S o f tw a r e P ay load I n te g ra ti o n C o n tr a c t o r P ay load I n te g ra ti o n C o n tr a c t o r P ay load I n te g ra ti o n C o n tr a c t o r P o w e r D i s tr i b u t i o n D T / O T P o w e r D i s tr i b u t i o n DT / O T P o w e r D i s tr i b u t i o n DT / O T i n to G round i n to G round i n to G round U n it A ir b o r n e P a y lo a d S u b s y s tem Supp ort U n it A ir b o r n e P a y lo a d S u b s y s tem Supp ort U n it A ir b o r n e P a y lo a d S u b s y s tem Supp ort A /V S e gm e n t a n d F l ig h t T e s t A /V S e gm e n t a n d F l ig h t T e s t A /V S e gm e n t a n d F l ig h t T e s t k k - Dis - Dis k - Dis S y s t e m D is p la y S y s t e m D is p la y Only Only S y s t e m D is p la y S y s t e m D is p l a y U n i t S y s t e m D is p l a y U n i t Only S y s t e m D is p l a y U n i t U n it U n it U n it Test Test Test D at a P r oc e ssin g U n it C 4 I I n fr a s tr u c t u r e D a t a P r o c e s s i n g U n i t C 4 I I n fr a s tr u c t u r e D at a P r oc e ssin g U n it C 4 I I n fr a s tr u c t u r e C a b le/ C 4 I C a b le/ C 4 I C a b le/ C 4 I D a ta P r o c e s s i n g G r o u n d C o n tr o l G r o u n d C o n tr o l D a ta P r o c e s s i n g G r o u n d C o n tr o l G r o u n d C o n tr o l ARETE D a t a P r o c e s s in g U n i t ARETE D a ta P r o c e s s i n g G r o u n d C o n tr o l G r o u n d C o n tr o l D a ta l i n k S u i te D a t a P r o c e s s in g U n i t D a ta l i n k S u i te S ta ti o n S u b s y s te m S t a t io n E l e m e n t s S o ft w a r e S ta ti o n S u b s y s te m S t a t io n E l e m e n t s ARETE D a t a P r o c e s s in g U n i t D a ta l i n k S u i te S o ft w a r e S o ft w a r e S ta ti o n S u b s y s te m S t a t io n E l e m e n t s (G F E ) (G F E ) (G F E ) O & C S o f tw a r e S y s t e m D is p l a y U n i t O & C S o f tw a r e S y s t e m D is p l a y U n i t O & C S o f tw a r e S y s t e m D is p l a y U n i t D a t a S to r a g e D a ta S t o r a g e U n i t D a t a S to r a g e D a ta S t o r a g e U n i t D a t a S to r a g e D a ta S t o r a g e U n i t U n it U n it U n it C O B R A G r o u n d S ta tio n S u b s y s tem C O B R A G r o u n d S ta tio n S u b s y s tem C O B R A G r o u n d S ta tio n S u b s y s tem G im b a l G im b a l G im b a l C a m e ra C a m e ra WESCAM WESCAM C a m e ra WESCAM C a m e r a S e n sor T u r r e t H o us in g C a m e r a S e n sor T u r r e t H o us in g C a m e r a S e n sor T u r r e t H o us in g S y s t e m C o n t r o ll e r S y s t e m C o n t r o ll e r S y s t e m C o n t r o ll e r T u r r e t / G im b a l N a v S u i t e ( G P S /I N S ) T u r r e t / G im b a l N a v S u i t e ( G P S /I N S ) T u r r e t / G im b a l N a v S u i t e ( G P S /I N S ) C o n t r o l le r S o f t w a r e C o n t r o l le r S o f t w a r e C o n t r o l le r S o f t w a r e A ir b or n e P a yloa d A ir V e h ic l e D a t a li n k S u i t e A ir b or n e P a yloa d A ir V e h ic l e D a t a li n k S u i t e A ir b or n e P a yloa d A ir V e h ic l e D a t a li n k S u i t e S u b s y s te m E le m e n t ( G F E ) S u b s y s te m E le m e n t ( G F E ) S u b s y s te m E le m e n t ( G F E ) A /C P o w e r A /C P o w e r A /C P o w e r R e co r d e r A s s e m b ly R e co r d e r A s s e m b ly R e co r d e r A s s e m b ly Plans/Schedules A ir b o r n e D a t a P a y l o a d S y s te m A ir b o r n e D a t a P a y l o a d S y s te m SEA SEA A ir b o r n e D a t a P a y l o a d S y s te m SEA P ro c e s s o r E l e m e n ts A s s e m b l y P ro c e s s o r E l e m e n ts A s s e m b l y P ro c e s s o r E l e m e n ts A s s e m b l y P a y l o a d C o n t r o l le r P a y l o a d C o n t r o l le r P a y l o a d C o n t r o l le r S e n so r C on tr ol a n d S e n so r C on tr ol a n d S e n so r C on tr ol a n d C o m m S o f tw a r e C o m m S o f tw a r e C o m m S o f tw a r e P ay load I n te g ra ti o n C o n tr a c t o r P ay load I n te g ra ti o n C o n tr a c t o r P ay load I n te g ra ti o n C o n tr a c t o r P o w e r D i s tr i b u t i o n D T / O T P o w e r D i s tr i b u t i o n DT / O T P o w e r D i s tr i b u t i o n DT / O T i n to G round i n to G round i n to G round U n it A ir b o r n e P a y lo a d S u b s y s tem Supp ort U n it A ir b o r n e P a y lo a d S u b s y s tem Supp ort U n it A ir b o r n e P a y lo a d S u b s y s tem Supp ort A /V S e gm e n t a n d F l ig h t T e s t A /V S e gm e n t a n d F l ig h t T e s t A /V S e gm e n t a n d F l ig h t T e s t - Disk - Disk - Disk S y s t e m D is p la y S y s t e m D is p la y Only Only S y s t e m D is p la y S y s t e m D is p l a y U n i t S y s t e m D is p l a y U n i t Only S y s t e m D is p l a y U n i t U n it U n it U n it Test Test Test D at a P r oc e ssin g U n it C 4 I I n fr a s tr u c t u r e D a t a P r o c e s s i n g U n i t C 4 I I n fr a s tr u c t u r e D at a P r oc e ssin g U n it C 4 I I n fr a s tr u c t u r e D a ta P r o c e s s i n g G r o u n d C o n tr o l C a b le/ C 4 I G r o u n d C o n tr o l D a ta P r o c e s s i n g G r o u n d C o n tr o l C a b le/ C 4 I G r o u n d C o n tr o l G r o u n d C o n tr o l C a b le/ C 4 I ARETE D a t a P r o c e s s in g U n i t ARETE D a ta P r o c e s s i n g G r o u n d C o n tr o l S ta ti o n S u b s y s te m D a ta l i n k S u i te D a t a P r o c e s s in g U n i t S ta ti o n S u b s y s te m D a ta l i n k S u i te S t a t io n E l e m e n t s S t a t io n E l e m e n t s ARETE D a t a P r o c e s s in g U n i t S ta ti o n S u b s y s te m D a ta l i n k S u i te S o ft w a r e S o ft w a r e S o ft w a r e S t a t io n E l e m e n t s (G F E ) (G F E ) (G F E ) O & C S o f tw a r e S y s t e m D is p l a y U n i t O & C S o f tw a r e S y s t e m D is p l a y U n i t O & C S o f tw a r e S y s t e m D is p l a y U n i t D a t a S to r a g e D a ta S t o r a g e U n i t D a t a S to r a g e D a ta S t o r a g e U n i t D a t a S to r a g e D a ta S t o r a g e U n i t U n it U n it U n it C O B R A G r o u n d S ta tio n S u b s y s tem C O B R A G r o u n d S ta tio n S u b s y s tem C O B R A G r o u n d S ta tio n S u b s y s tem Horizontal Integration
    • Tiered Scheduling - Challenges Each schedule update routine requires different steps to be taken with a variety of software applications – there is no consistency Determining which activities to summarize into each tier can be difficult – especially if the data comes from different sources Manual import routines are laborious, time consuming and can compromise data integrity
    • Integrated Scheduling – IMP/IMS An Integrated Master Plan (IMP) is used to define major deliverables Each IMP event is represented by one or more activities in an Integrated Master Schedule (IMS) Sub-contractors are required to report impacts to the IMP events from their own sub-contractor schedules Changes to dates for the IMP events may be sent back to sub-contractors to adjust their own schedules and assess impacts
    • IMP/IMS - Challenges Consistent coding activities across multiple schedules Timing of updates Critical path analysis Incremental or selective updates can be challenging Change Control
    • Primavera MSP Import IssuesPrimavera imports from MSP, but not without challenges Schedule Date Differences Handling of Constraints Data Date vs. Status Date Concepts Calendars Duration and Float Calculations Baselines Milestones Summary Activities vs. WBS No import for MSP 2007These challenges can create a lot of manual work to ensure the correct schedule dates in Primavera
    • Other Primavera Integration Challenges Even if we can import from MSP, how do we handle schedules from other systems (Artemis, OpenPlan, Dekker Tracker, etc.)? Change Control How do you selectively import data? Review the impacts of a schedule update before applying? Ensure consistency in WBS and activity coding? Validation – How can you be sure that the destination data matches the source after import? There is currently no commercial software that updates (vs replaces) a Primavera schedule from an external source
    • So What Is The Solution? There are several approaches to better integration Massage the data Limit what data is imported Use the Excel import/export feature for incremental updates Use the Primavera Integration API The Primavera Integration API can be used to read/write XML data – but this requires some development effort
    • The CSTI-Pinnacle Solution Immediate Solution: Use existing tools and processes to solve the problem Use the current CSTI import/export mapping tools Allows diverse inputs from various sources (MSP, CSV, XML) to be mapped to a common data model (MSP) Can export to format compatible with Primavera (CSV, XML) Provide some validations/comparisons during import/export CSTI / Pinnacle develops import modules using the Primavera API in order to selectively update the Primavera schedule. This was initially developed for the ISS program. Can be applied to other programs as well. Near Term Solution: CSTI / Pinnacle developing a full XML-based solution (code name “Tango”)
    • Tango Preliminary Process Flow to Primavera CSTI (TANGO) CSTI / PINNACLE (TANGO PPM)Source Set Step 1 - Tango produces Step 2 - Tango PPM uses PRELIMINARY Primavera API to produce Primavera compliant XML Input File from compliant XML File from MS Source Set Data applying destination project for Project Primavera Business Rules comparison to the Primavera PRELIMINARY Input file Project EVMS created from Tango in forProject Step 3 – Tango produces Step 1 Management comparison report for user to accept or reject changes. Data Base Financial Tools Other Scheduling Tools Step 5 - Tango PPM reads the Other EVMS FINAL Primavera compliant Tools XML File delivered from Tango Step 4 – Tango produces and imports the source set data Other FINAL Primavera compliant into the destination project Sources XML File from accepted through the API (CSV, XLS, changes XML)
    • Integration Issues Open DiscussionDo you have a Primavera integration challenge we could help solve right now?
    • Thank You! For Further Information: Gary Smith gary.smith@gocsti.com (337) 477-3724 Ext. 102