EPM-240 Replanning UsingDeltek CobraDelivered by:Kathy Boatwright, Director, Business AnalysisDeltek                      ...
“Change is inevitable – except from a vending machine”                                Robert C. Gallagher                 ...
Agenda• Reasons for Change• When to Rebaseline/Replan• Deltek Cobra Replan OptionsCopyright © 2010 Deltek, Inc.            3
Reasons for Change• External Changes     – Scope increase or decrease• Internal Changes     – Reallocation of company reso...
When Is It Appropriate to Rebaseline• DCMC’s Earned Value Management Implementation Guide  Outlines the Following as Possi...
Indicators• The Defense Acquisition University “Over Target Baseline and  Over Target Schedule Handbook” Identifies the Fo...
Selecting Data• Where to Replan     – IN THE SCHEDULE!!!!!     – Replanning should include a revised schedule that reflect...
Cobra Replan• New Cobra 5 Replan Feature Is Wizard Based and Can Be  Run by Project or Master ProjectCopyright © 2010 Delt...
Options• The Combination of Options Selected as well as Level of  Actuals Will Drive Replan Outcomes• 9 ScenariosCopyright...
Cobra Replan Wizard Pages• Criteria     – Total program     – Element of the program architecture• Method     – BCWS=BCWP=...
Stating Point• Work Package Level ActualsCopyright © 2010 Deltek, Inc.                   11
Scenario 1• Scenario 1 – Actuals at the  Work Package Level  without an Adjusting Entry     – Creates new work packages   ...
Scenario 1• Outcome     – Original work packages are       unopened          • No BCWS in original work            package...
Scenario 2• Scenario 2 – Actuals at the Work Package Level with an  Adjusting EntryCopyright © 2010 Deltek, Inc.          ...
Scenario 2• Outcome     – Replan by adding an adjusting entry – preserve historical variance       dataCopyright © 2010 De...
Scenario 3• Scenario 3 – Actuals at the  Work Package Level,  Adjusting Entry, and No  New Work Packages     – Adjusting e...
Scenario 3• OutcomeCopyright © 2010 Deltek, Inc.                17
Stating Point• Control Account Level ActualsCopyright © 2010 Deltek, Inc.                   18
Scenario 4• Scenario 4 – Actuals at the Control Account without an  Adjusting Entry     – One new work package created for...
Scenario 5• Scenario 5 – Actuals at the Control Account with an  Adjusting Entry and New Work PackagesCopyright © 2010 Del...
Scenario 6• Scenario 6 – Actuals at the Control Account, Adjusting  Entry, and No New Work Packages     – One new work pac...
Scenarios 7-9• BCWS=BCWP• No Actuals Accounted for• Only Work Package LevelCopyright © 2010 Deltek, Inc.                  ...
Best Scenario• Depends on Situation• Adjusting Entry Provides Visibility to Original Plan     – Maintains prior variances•...
Let’s Talk!• Q&ACopyright © 2010 Deltek, Inc.                 24
Contact Information• Kathy Boatwright     – Director, Business Analysis, Deltek     – KathyBoatwright@deltek.com     – 703...
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Deltek Insight 2010: Replanning Using Deltek Cobra

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Deltek Insight 2010: Replanning Using Deltek Cobra

  1. 1. EPM-240 Replanning UsingDeltek CobraDelivered by:Kathy Boatwright, Director, Business AnalysisDeltek 1
  2. 2. “Change is inevitable – except from a vending machine” Robert C. Gallagher American AuthorCopyright © 2010 Deltek, Inc. 2
  3. 3. Agenda• Reasons for Change• When to Rebaseline/Replan• Deltek Cobra Replan OptionsCopyright © 2010 Deltek, Inc. 3
  4. 4. Reasons for Change• External Changes – Scope increase or decrease• Internal Changes – Reallocation of company resources – Increased labor rates – Unidentified risksCopyright © 2010 Deltek, Inc. 4
  5. 5. When Is It Appropriate to Rebaseline• DCMC’s Earned Value Management Implementation Guide Outlines the Following as Possible Reasons to Replan: – Changes resulting from a Preliminary Design Review (PDR) or a Critical Design Review (CDR) that modify future requirements – A major shift in the resource profile to accomplish the remaining effort – Funding restrictions or modifications that affect future resource availability – Rate changes that are significant enough to warrant replanning• Replan of schedule and budget may be warranted when current plan no longer accurately reflects the work being performed and/or there is a significant projected cost overrunCopyright © 2010 Deltek, Inc. 5
  6. 6. Indicators• The Defense Acquisition University “Over Target Baseline and Over Target Schedule Handbook” Identifies the Following as Some Possible Indicators of a Need to Reprogram: – Significant difference between the ETC and the budgeted cost for work remaining – Significant difference between the CPI and the TCPI – Lack of confidence in the ETC – Frequent allocation of MR – High level of concurrency in the remaining integrated activities – Significant negative float in the critical path – Significant changes in level of risk – Baseline schedule does not correlate to the budget phasingCopyright © 2010 Deltek, Inc. 6
  7. 7. Selecting Data• Where to Replan – IN THE SCHEDULE!!!!! – Replanning should include a revised schedule that reflects the current work scope – Deltek Cobra• What to Replan – Future Work “A goal without a plan is just a wish.” – In-progress Work Larry Elder – Completed Work American AuthorCopyright © 2010 Deltek, Inc. 7
  8. 8. Cobra Replan• New Cobra 5 Replan Feature Is Wizard Based and Can Be Run by Project or Master ProjectCopyright © 2010 Deltek, Inc. 8
  9. 9. Options• The Combination of Options Selected as well as Level of Actuals Will Drive Replan Outcomes• 9 ScenariosCopyright © 2010 Deltek, Inc. 9
  10. 10. Cobra Replan Wizard Pages• Criteria – Total program – Element of the program architecture• Method – BCWS=BCWP=ACWP – BCWS=BCWP• Work Package Name – A prefix or suffix may be used to identify the replanned work packages – The level of the program at which actual costs are being collected will determine how many new work packages are createdCopyright © 2010 Deltek, Inc. 10
  11. 11. Stating Point• Work Package Level ActualsCopyright © 2010 Deltek, Inc. 11
  12. 12. Scenario 1• Scenario 1 – Actuals at the Work Package Level without an Adjusting Entry – Creates new work packages for each work package that had data for budget, actuals or earned value in the past – New work packages contain the historical data and are closed out – Original work packages are set with a status of unopened and have budget remaining only in future periodsCopyright © 2010 Deltek, Inc. 12
  13. 13. Scenario 1• Outcome – Original work packages are unopened • No BCWS in original work package – Two new work packages • All historical budget, actuals and earned value • ClosedCopyright © 2010 Deltek, Inc. 13
  14. 14. Scenario 2• Scenario 2 – Actuals at the Work Package Level with an Adjusting EntryCopyright © 2010 Deltek, Inc. 14
  15. 15. Scenario 2• Outcome – Replan by adding an adjusting entry – preserve historical variance dataCopyright © 2010 Deltek, Inc. 15
  16. 16. Scenario 3• Scenario 3 – Actuals at the Work Package Level, Adjusting Entry, and No New Work Packages – Adjusting entry is created in the original work package • Creates new budget elements in the work package using a class of Replan – Work package status unchanged – Historical data remains with the original work packageCopyright © 2010 Deltek, Inc. 16
  17. 17. Scenario 3• OutcomeCopyright © 2010 Deltek, Inc. 17
  18. 18. Stating Point• Control Account Level ActualsCopyright © 2010 Deltek, Inc. 18
  19. 19. Scenario 4• Scenario 4 – Actuals at the Control Account without an Adjusting Entry – One new work package created for replan • No Prefix or Suffix • Name used for new work package – All original work package’s status set to unopenedCopyright © 2010 Deltek, Inc. 19
  20. 20. Scenario 5• Scenario 5 – Actuals at the Control Account with an Adjusting Entry and New Work PackagesCopyright © 2010 Deltek, Inc. 20
  21. 21. Scenario 6• Scenario 6 – Actuals at the Control Account, Adjusting Entry, and No New Work Packages – One new work package created for replan • No Prefix or Suffix • Name used for new work package – All original work package’s status set to unopenedCopyright © 2010 Deltek, Inc. 21
  22. 22. Scenarios 7-9• BCWS=BCWP• No Actuals Accounted for• Only Work Package LevelCopyright © 2010 Deltek, Inc. 22
  23. 23. Best Scenario• Depends on Situation• Adjusting Entry Provides Visibility to Original Plan – Maintains prior variances• Difficult to Determine Percent Complete if New Work Packages Are Not CreatedCopyright © 2010 Deltek, Inc. 23
  24. 24. Let’s Talk!• Q&ACopyright © 2010 Deltek, Inc. 24
  25. 25. Contact Information• Kathy Boatwright – Director, Business Analysis, Deltek – KathyBoatwright@deltek.com – 703-885-9329Copyright © 2010 Deltek, Inc. 25

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