Deltek Insight 2010: Deltek wInsight Best Practices
 

Deltek Insight 2010: Deltek wInsight Best Practices

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Deltek Insight 2010: Deltek wInsight Best Practices Deltek Insight 2010: Deltek wInsight Best Practices Presentation Transcript

  • EPM-224 Deltek wInsight BestPracticesDelivered by:Julie Dunn, Pratt & Whitney
  • Agenda• Introduction• Key Takeaways• What We Heard & Applied• Q&A• ConclusionCopyright © 2010 Deltek, Inc. 2
  • United Technologies• Headquartered in Hartford, CT – 206,700 employees (2009)• Revenues – $52.9 million (2009)• Our businesses – Pratt & Whitney: aircraft engines – Otis: elevators and escalators and moving walkways – Sikorsky: helicopters – Carrier: heating and air conditioning systems – Hamilton Sundstrand: aerospace and industrial systems – UTC Power: fuel cells and power systems – UTC Fire & Security: fire safety and security products and servicesCopyright © 2010 Deltek, Inc. 3
  • Deltek wInsight at Pratt & Whitney• Deltek wInsight implemented for over 9 years• Support team in place for those 9 years• Thousands of users and projects in Deltek wInsight• Interfaces for EV data from SAP• Extracts for variance analysis tool, PM DashboardCopyright © 2010 Deltek, Inc. 4
  • Key Takeaways• Understand the importance of evaluating best practices / lessons learned of others• There is almost always a better way to do it. Create a network and use it!• Key decisions in system implementation and maintenanceCopyright © 2010 Deltek, Inc. 5
  • Role of Systems Administrator Managing access to the system, managing access Don’t have to content, and One person everyone in the monitoring system administering the System performance database with a Administrator back-up role• SOLUTION USED: – Dedicated, centralized resourcesCopyright © 2010 Deltek, Inc. 6
  • Databases Second database to Common SQL verify the CDRL database as a before submitting to data repository the customer• SOLUTION USED: – Oracle environment – Multiple databasesCopyright © 2010 Deltek, Inc. 7
  • Training Include hands- Deltek wInsight’s Use real program on case basic data cannot data for the problems be harmed hands-on session after training• SOLUTION USED: – Deltek wInsight Level 1 training delivered to EVMS analysts and CAMs/CIPTs – Hands-on, real program dataCopyright © 2010 Deltek, Inc. 8
  • Training Lots of short, A four-hour focused advanced class training over four days sessions• SOLUTION USED: – Level 1 and Level 2 training courses – One-on-one – Net Meeting – Sandbox database for analyst certificationCopyright © 2010 Deltek, Inc. 9
  • Training Students need Word of mouth to feel classes can highly provide value in influence people their jobs to attend• SOLUTION USED: – Training surveysCopyright © 2010 Deltek, Inc. 10
  • Training Use examples To get students that students familiar with new report can associate formats, use your own with company’s reports• SOLUTION USED: – Multiple point Bull’s-eye chart – Quad chart for MPRCopyright © 2010 Deltek, Inc. 11
  • Self-help Provide access Provide to all reference Formulas materials document to analysts• SOLUTION USED: – Deltek wInsight website at P&W – Formula document on website CPR 1 is based on the WBS (Work Breakdown Structure) 1. Contractor – Demonstrated in training Data Input > Contract Setup > Contracts : pick from the drop down list under the column 1a Name "Contractor" 1b Location this will be the address associated with the choice you made in section 1a NOTE - to see the name and address listings go to Data Input > Shared Setup > Contractors 2. Contract 2a Name Data Input > Contract Setup > Contracts / column "CONTRNAME" NOTE - this name should not be changed. It will cause the next import to become a new contract as the name in the XML or TRN file will not match the changed name in wInsight 2b Number Data Input > Contract Setup > Contracts / column "CONTRNUM" 2c Type Data Input > Contract Setup > Contracts / column "CONTRTYPE" 2d Share Ratio N/A 3. Program 3a Name Data Input > Contract Setup > Contracts / column "PROGNAME" NOTE - this name can be changed without violating the next import. However the name will change back to the "CONTRNAME" upon the next import and must be manually changed each time you do an import. 3b Phase RDT&E automatically checked off 4. Report Period 4a From Data Input > Report Setup > CPR Header / column "RPTSTARTDT" 4b To Data Input > Report Setup > CPR Header / column "RPTENDDT"Copyright © 2010 Deltek, Inc. 12
  • Admin Reference Reference guide of Document steps performed business when loading period processes data each month• SOLUTION USED: – Systems Admin manual & process documentation – Program Analyst standard work – CPR mappers – Deltek wInsight Admin certification CPR 1 is based on the WBS (Work Breakdown Structure) 1. Contractor Data Input > Contract Setup > Contracts : pick from the drop down list under the column 1a Name "Contractor" 1b Location this will be the address associated with the choice you made in section 1a NOTE - to see the name and address listings go to Data Input > Shared Setup > Contractors 2. Contract 2a Name Data Input > Contract Setup > Contracts / column "CONTRNAME" Deltek NOTE - this name should not be changed. It will cause the next import to become a new contract as the name in the XML or TRN file will not match the changed name in wInsight 2b Number Data Input > Contract Setup > Contracts / column "CONTRNUM" 2c Type Data Input > Contract Setup > Contracts / column "CONTRTYPE" wInsight 2d Share Ratio N/A 3. Program 3a Name Data Input > Contract Setup > Contracts / column "PROGNAME" Operator’s NOTE - this name can be changed without violating the next import. However the name will change back to the "CONTRNAME" upon the next import and must be manually changed each time you do an import. Manual 3b Phase RDT&E automatically checked off 4. Report Period 4a From Data Input > Report Setup > CPR Header / column "RPTSTARTDT" 4b To Data Input > Report Setup > CPR Header / column "RPTENDDT"Copyright © 2010 Deltek, Inc. 13
  • FAQs Frequently Field Asked definitions in Questions and Appendix B of Error Messages Manual• SOLUTION USED: – Lessons Learned Documentation – Help desk scriptCopyright © 2010 Deltek, Inc. 14
  • Support Have tech Get to know support / your technical knowledge support staff base readily available• SOLUTION USED: – Incident reporting systemCopyright © 2010 Deltek, Inc. 15
  • Access Control A tool to aid in Basic security managing reporting access controls• SOLUTION USED: – Manual spreadsheet of users, ID #, date granted, OS Auth security ID, computer #, group access Date of Help CT - Military CT - Comm Desk Ticket Email Clock # OS Authentication Security ID CID# Security Security 319 320 322 325 333 3 342 CONTRNAME ABC Write FTD Write EDB Write BIL Write JAM Write Read Program Office CONTRNAME GROUP PASSWORDS --------------------> test 2 test1 test3 test4 test5 test6 test7 1 Contract 1 W 2 Contract 2 W R W 3 Contract 3 R W R R R R W 4 Contract 4 R W R R R R WCopyright © 2010 Deltek, Inc. 16
  • Clear Roles Determine system Determine functionality you relevant users want users to or groups access• SOLUTION USED: – Defined three different rolesCopyright © 2010 Deltek, Inc. 17
  • Security Most of the Secure to data projects of management interest wants is in Deltek wInsight• SOLUTION USED: – Group securityCopyright © 2010 Deltek, Inc. 18
  • Merging Contracts Two related Two related contracts may contracts may need to be looked at need to be looked separately at together• SOLUTION USED: – Merge With optionCopyright © 2010 Deltek, Inc. 19
  • Custom Reports Study, copy, Find someone Use templates and edit to write custom from public existing reports reports websites• SOLUTION USED: – 48 future periods of BCWS and ETCCopyright © 2010 Deltek, Inc. 20
  • Custom Reports Locate in same folder• SOLUTION USED: – Put on secured network drive in same folder. Better idea than sending template to interested parties.Copyright © 2010 Deltek, Inc. 21
  • OS Authentication Allow enterprise- wide OS Authentication to avoid “I forgot my Deltek wInsight password”• SOLUTION USED: – OS Auth deployedCopyright © 2010 Deltek, Inc. 22
  • WBS Mapper Map any WBS Converge WBS Build an level to the structure if different alternate data target structure WBS structures on structure lowest level related contracts• SOLUTION USED: – WBS Mapper usedCopyright © 2010 Deltek, Inc. 23
  • Validity Checks Can screen for Instead of common errors reading validity before report for each submittal element• SOLUTION USED: – Deltek wInsight validity checks ACW P Cum < 0 ACW P Cum > BAC ACW P Cum > EAC ACW P Current < 0 ACW P neq EAC, 100% comp BAC = 0 BCW P Cum < 0 BCW P Cum > BAC BCW P Current < 0 BCW P Current and ACW P Current = 0 BCW S Cum < 0 BCW S Cum > BAC BCW S Current < 0 EAC = 0 negative CV Cum less than VAC TCPI-EAC significantly > or < CPICopyright © 2010 Deltek, Inc. 24
  • Validity Checks Correspond Use similar and Connect filters names of the descriptive to views filters and names views• SOLUTION USED: – Filters and views named the same – Validity test described in nameCopyright © 2010 Deltek, Inc. 25
  • Validity Checks Put *** or _ in front to be at top of list• SOLUTION USED: – Marked with underscore ( _ )Copyright © 2010 Deltek, Inc. 26
  • Back up WSCUSTOM Back up your Save your files WSCUSTOM in prior to an a separate installation location• SOLUTION USED: – Planned for preservation of user’s own WSCUSTOM.XML file in upgrade planningCopyright © 2010 Deltek, Inc. 27
  • Share WSCUSTOM Easy to share Share Easy to import / via email or on WSCUSTOM export a network across team location• SOLUTION USED: – Training with standard WSCUSTOM – Commonly used filters/views saved to a WSCUSTOM file and provided to new users after training – Teach import/export of WSCUSTOM in trainingCopyright © 2010 Deltek, Inc. 28
  • Portfolio Reporting The ability to Generate A view of report on all graphs / reports aggregate contracts or a at the program/ program subset of portfolio level performance contracts• SOLUTION USED: – Multiple point Bull’s-eye reportingCopyright © 2010 Deltek, Inc. 29
  • Field Names Change field names by Avoid the giving them an jargon of EVM “alias”• SOLUTION USED: – eCSVAR change (ProjOff to CAM/IPT) – Number 1 to EACSysCopyright © 2010 Deltek, Inc. 30
  • User Fields Created Create new fields in Deltek wInsight Administrator• SOLUTION USED: – Budget Owner column – Status columnCopyright © 2010 Deltek, Inc. 31
  • Variance Alerts Email notification based on EV data• SOLUTION USED: – eCSVAR alerts file and distribution list to alert users as to which elements have exceeded the project-selected variance thresholdsCopyright © 2010 Deltek, Inc. 32
  • Variance Reporting System for Reduce labor and Standard input, approval, cycle time and format for and tracking of improve quality VARs VAR narratives and consistency• SOLUTION USED: – eCSVAR – RAM in Deltek wInsightCopyright © 2010 Deltek, Inc. 33
  • Variance Reporting VAR Action Items consistently and formally managed• SOLUTION USED: – Upgraded eCSVAR (new reports to track corrective actions, unlimited variance explanation & corrective action fields)Copyright © 2010 Deltek, Inc. 34
  • Recalculate Recalculate Very important after data step import and Automation of other changes the import process• SOLUTION USED: – Centrally performed upon initial import using batch recalc – User taught how to do upon changesCopyright © 2010 Deltek, Inc. 35
  • Disaster Recovery Data should be backed up every month in a separate location• SOLUTION USED: – Oracle database restoreCopyright © 2010 Deltek, Inc. 36
  • Citrix Globalization and Citrix web service to worker mobility have make applications a significant impact available via the web on operations• SOLUTION USED: – Citrix, now Remote ConnectionCopyright © 2010 Deltek, Inc. 37
  • Process Improvement Check vendor website Form local Share reports regularly for user’s group updates• SOLUTION USED: – Deltek Insight – Chair WIG – LinkedInCopyright © 2010 Deltek, Inc. 38
  • Future Needs Determine existing, upgrade, and new software needs• SOLUTION USED: – List of enhancements – WIG wish listCopyright © 2010 Deltek, Inc. 39
  • Questions?Copyright © 2010 Deltek, Inc. 40
  • Conclusion• Listen to other stories / suggestions at Deltek Insight• Participate in the Deltek wInsight Industry Group (WIG)• Network, network, network Contact info: Julie Dunn, julie.dunn@pw.utc.com or Timothy Gaughan timothy.gaughan@pw.utc.comCopyright © 2010 Deltek, Inc. 41