For more slides and tutorials visit www.p6academy.com Source: Collaborate 14

1. REMINDER
Check in on the
COLLABORATE mobile app
Los Angeles Metro
Measure R Public Dashboard
Prepared by:
Julie Owen (LA Metro)
and
Rudy Ising (DRMcNatty and Associates)
Updating General Public with Project
Status Updates
Session ID#: 15449

2. Agenda
■ Background
▪ LA Metro Measure R and PMIS
■ Problem Statement
▪ Needs Assessment
■ Solution
■ Architecture
▪ How it Works
■ Dashboard Demo
■ Lessons Learned
■ Conclusions
■ Future

3. PMIS Background
This is a subtitle or bulleted list

4. Background
■ LA Metro
• 3rd largest public transportation system in US
■ Measure R
▪ $40B in transportation upgrades
▪ 30 year program, 550,000 new jobs
▪ Increased oversight and accountability
▪ Potential aggressive / accelerated schedule
▪ Maxes out Metro resources

5. Enter—Project Management Information
System (“PMIS”)

6. PMIS
■ Centralized repository
■ Improved data accuracy
■ Automated financial data
■ Proactive / Timely project status
■ Enhance communication by removing silos
■ Provide project and program performance, current status, and
forecast trends
■ Data available via web for stakeholders

7. Problem Statement
■ PMIS focused on internal project management.
■ Need to provide general public accurate project status.
■ Reduce manual efforts to accurately describe progress.
■ Provide an auditable means of presenting information to
public.

8. Needs Assessment
■ Dashboard considerations:
■ Cost to deploy and maintain
■ Ease of use for end users
■ Portability/browser neutrality
■ Administration of publication
■ Security

9. Hosted Solution
■ Dashboard design hosted in same environment as primary
PMIS software tools.
■ Facilitates security, data transfers

10. Dashboard Solution
This is a subtitle or bulleted list

11. Dashboard Solution
■ Custom Dashboard
■ Use of pre-built elements
■ Modular for ease of design configuration
■ Platform/Browser neutral
■ Ability to conform to Metro design standards
■ Automated data retrieval using web services
■ Custom Administration component
■ Audit
■ Publication Controls/Reviews
■ Maintain publication history
■ Data security

12. System Architecture
Data Sources queried as
scheduled services via secure
and automated processes
Review and Publication
performed securely on
Dashboard Server
Public only has
access to current
published dataset

13. System Architecture
■ Dashboard design uses the following data sources:
▪ Primavera P6
— This includes primary schedule information as well as other general
updated information (such as scope and status updates).
▪ Ecosys
— FIS (financial) data is included in the Ecosys data so no need to pull
directly from FIS.
— Change information recorded in Primavera Contract Management
(PCM) is also brought into Ecosys so this is included in the Ecosys
data.

14. System Architecture
■ Architecture
▪ Kettle is used to extract and import data into Mongo database
containing all Dashboard data.
▪ A custom Dashboard Administration function is built into this
site, to perform review and publication tasks.
▪ Hicharts and other javascript web components are used to
display the dashboard content.
▪ All of the site is contained within secured systems.
■ Accessibility
▪ Dashboard is browser neutral, requires no java or other
applications to run.
▪ iPad, mobile accessible.
▪ Compatible with Metro.net accessibility requirements.

15. How it Works
■ Data extraction from PMIS systems automated.
■ Dashboard administration handled through security built into
dashboard.
▪ Complete audit trail of review/publication process.
▪ Complete control over content that is made public to assure
accuracy and quality control of data.
Begin Review
Financials
Close;
Begin Review

16. How it Works
■ Monthly, Metro staff reviews datasets for publication.
▪ Roles include reviewer, administrator and publisher.
■ All transactions (review/publication) include email notifications
to participants.
■ Data extraction performed nightly so any corrections noted
can be made and next day’s dataset can be used with
corrections.
▪ Only Publisher role has rights to make the dataset public.
Begin Review
Financials
Close;
Begin Review
Review
Content

17. How it Works
■ Only current published dataset is accessible to public.
▪ Publication is tied to official Metro financial closing, so process is
integrated to the normal project management processes.
■ Historical or rejected datasets are accessible to Dashboard
administrator role but not accessible to public.
Begin Review
Financials
Close;
Begin Review
Review
Content
Publish Archiving

18. Dashboard Administration Workflow
Begin Review
Financials
Close;
Begin Review
Review
Content
Publish Archiving

19. Measure R Dashboard
This is a subtitle or bulleted list

20. Measure R Rail Dashboard
Multiple Graph
Options
Project Color Coding to Match
Metro.net Standards

21. Project Scope View
Project Scope
and Map
Links to other
resources

22. Project Status View
Status updated
in P6
Notebooks
Project Photos

23. Project Cost View
Costs by Phase

24. Context Help Throughout
Context Help
for Public

25. Project Schedule View
Mouse over for
Dates

26. Schedule Milestones
Key Milestones include
Baseline Dates and
Forecast/Actual

27. Lessons Learned
■ Develop data requirements early on to avoid re-programming.
■ Engage management input for level of data to publish
■ Keep Project Management input and data review
requirements simple to facilitate buy in.

28. Conclusions
■ Dashboard design has simplified the publication of project
status to the general public.
▪ Previously, work effort to publish project information on
Metro.net pages required project managers to be less
productive.
▪ Dashboard design provides archival (historical) view of what
was conveyed to public in each update—previously difficult and
time-consuming for staff.

29. Future Plans
■ Public Facing Dashboard Additions:
▪ Measure R Highway Projects
▪ Other Metro Project Portfolios
■ Internal Use Dashboard
▪ Management/Project Management Use

30. Please complete the session
evaluation
We appreciate your feedback and insight
You may complete the session evaluation either
on paper or online via the mobile app