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Deltek Insight 2012: wInsight Schedule Analysis & Reporting Features

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With the recent and upcoming focus on schedule data, this presentation discusses wInsight’s schedule analysis capabilities with C/S Glue Viewer and DCMA Tripwire metrics as well as OMB and Format 6 …

With the recent and upcoming focus on schedule data, this presentation discusses wInsight’s schedule analysis capabilities with C/S Glue Viewer and DCMA Tripwire metrics as well as OMB and Format 6 reporting featues. Beginner Level.

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  • 1. wInsight Schedule Analysis &Reporting FeaturesWayne Erwin, Sr. Principal Customer Care Analyst, DeltekGC-452
  • 2. Motivation for this PresentationNew customers unfamiliar with  wInsight applications  Schedule analysis and reporting capabilities that are availableRecent emphasis on schedule side of earned value reportingand analysis  Format 6 schedules  DCMA Tripwires  OMB FY11 Table IIA Report2 ©2012 Deltek, Inc. All Rights Reserved
  • 3. Scheduling Analysis & ReportingC/S Glue Viewer  View schedule data  Link schedule data to earned value data in wInsightDefense Contract Management Agency (DCMA) TripwireMetrics  BEI (Baseline Execution Index)  CPLI (Critical Path Length Index)  Start and Completion metricsOMB FY11 Table IIA Report3 ©2012 Deltek, Inc. All Rights Reserved
  • 4. C/S Glue Viewer
  • 5. C/S Glue Viewer OverviewCustomized application to  Analyze schedules  Link cost & schedule  Filter activitiesAnalyze schedule data using the Analysis Gantt ChartLink many schedule activities to one WBS elementFilter thresholds for management by exception5 ©2012 Deltek, Inc. All Rights Reserved
  • 6. Analyzing SchedulesAnalysis Gantt Chart displays schedule data related to WBSelement  Baseline  Current plan  Drop-dead dates  Consecutive slips (last 3 months projected completion date)6 ©2012 Deltek, Inc. All Rights Reserved
  • 7. Analysis Gantt Chart Baseline Current Schedule Schedule Consecutive Slips Drop-Dead Date7 ©2012 Deltek, Inc. All Rights Reserved
  • 8. 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) Red8 ©2012 Deltek, Inc. All Rights Reserved
  • 9. Linking Cost & Schedule DataAuto Sync button works as a toggleC/S Glue Viewer automatically updated when a new elementis chosen in wInsightLinking based on WBS numberFilter button must also be used9 ©2012 Deltek, Inc. All Rights Reserved
  • 10. C/S Glue Viewer FiltersFilter buttons narrow down the activities that are displayed inthe scheduleFilters only displays activities  Whose WBS number matches that of the active wInsight WBS element  That meet the threshold conditions  That are not complete10 ©2012 Deltek, Inc. All Rights Reserved
  • 11. C/S Glue Viewer FiltersDefault filter thresholdsDevelop your own management thresholds Displays Activities That Meet Any Condition Filter Slips in Past Completion Slip Float Button 4 Months Past Baseline -6 days or Red 3 31 days or more worse Yellow 2 15 to 30 days -1 to -5 days Green 1 or less 14 or less days 0 or more White Displays All Activities for the Active Element11 ©2012 Deltek, Inc. All Rights Reserved
  • 12. Schedule ProcessingExport schedule data using provided utility  Open Plan  MS Project  Primavera  Identify field containing WBS numbers that match WBS numbers in wInsightImport 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 filters12 ©2012 Deltek, Inc. All Rights Reserved
  • 13. C/S Glue Viewer Demonstration13 ©2012 Deltek, Inc. All Rights Reserved
  • 14. DCMA Tripwire Metrics
  • 15. DCMA Schedule Tripwire Data and MetricsTripwire 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 windowTripwire 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 windowAvailability  BEI, Monthly % Hit, and related data at all levels  CPLI and related data only at level 1/total contract15 ©2012 Deltek, Inc. All Rights Reserved
  • 16. DCMA Schedule Tripwire Data CriteriaIn determining Tripwire Data totals, wInsight ignores thefollowing 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)16 ©2012 Deltek, Inc. All Rights Reserved
  • 17. Baseline Execution Index (BEI) Defined # of Baseline Tasks Actually Finished BEI = # of Baseline Tasks Scheduled to be FinishedIn 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 itBEI can be > 1.017 ©2012 Deltek, Inc. All Rights Reserved
  • 18. Monthly % Hit Defined Monthly # of THIS month’s tasks finished on or ahead of their baseline schedule = % Hit # of THIS month’s tasks to be finished in the baseline scheduleMore stringent criteria than for the BEIMonthly % Hit cannot be > 1.018 ©2012 Deltek, Inc. All Rights Reserved
  • 19. Critical Path Length Index (CPLI) Defined Critical Path Duration + Float CPLI = Critical Path DurationSchedule Float – the difference between the amount of timeavailable for performing a program or a milestone and the timerequired to complete the program or milestonewInsight always assumes a 5-day work week in calculatingCPLICPLI of less than 1.00 indicates that the program is not likelyto achieve its baseline completion date without correctiveaction19 ©2012 Deltek, Inc. All Rights Reserved
  • 20. Program Tripwires Summary ReportIndicates whether the program is going well or poorly againstbaseline estimates20 ©2012 Deltek, Inc. All Rights Reserved
  • 21. Program Tripwires Summary Report ThresholdsSetting Tripwire Thresholds  wInsight Administrator 6.5 provides the capability to customize the secondary tripwire thresholds  wInsight Administrator > Data Input > Contracts Setup > Contracts21 ©2012 Deltek, Inc. All Rights Reserved
  • 22. BEI and Monthly % Hit ChartCompletions and Starts version of this chart  Lines = CUM Data, BEI criteria  Bars = CUR Data, Monthly % Hit criteria22 ©2012 Deltek, Inc. All Rights Reserved
  • 23. CPLI Milestone ReportIf the ProgramOrMilestone column is NULL, or says "TotalProgram" or "Milestone,“ report does not display a recordOtherwise  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 milestone23 ©2012 Deltek, Inc. All Rights Reserved
  • 24. Automation of Tripwire DataDeriving 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 option24 ©2012 Deltek, Inc. All Rights Reserved
  • 25. Recalculate & Derive Tripwire DataUse wInsight Administrator to recalculate the contract andDerive Tripwire Metrics (data)25 ©2012 Deltek, Inc. All Rights Reserved
  • 26. OMB FY11 Table IIA Report
  • 27. OMB FY 11 Exhibit 300 Table IIA ReportData was previously posted yearly, now required monthly3 Key Features  Report based on imported EVM & schedule data and a WBSOMB 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 Report27 ©2012 Deltek, Inc. All Rights Reserved
  • 28. OMB FY 11 Report – Structure MappingIn 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 run28 ©2012 Deltek, Inc. All Rights Reserved
  • 29. OMB FY 11 Report – Example of Mapping 1000 OMB Report 3000 MS 1 MS 2 MS 33200 3400 360029 ©2012 Deltek, Inc. All Rights Reserved
  • 30. OMB FY 11 Report – Sample Change Report A blue highlighted field represents a changed value A blue highlighted row represents a new Investment30 ©2012 Deltek, Inc. All Rights Reserved
  • 31. OMB FY 11 Report – Exporting DataExporting OMB FY 11 Report data  Right-click on report  Select Export OBM Table IIA Data…  Select either  CSV  XML31 ©2012 Deltek, Inc. All Rights Reserved
  • 32. The Future
  • 33. wInsight EnhancementsNew 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 costsAvailable Q4 201233 ©2012 Deltek, Inc. All Rights Reserved
  • 34. CPR Format 6Report 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)34 ©2012 Deltek, Inc. All Rights Reserved
  • 35. Questions?
  • 36. Thank You!