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1402 - Advanced Auditing with Deltek wInsight Banded Reports

1402 - Advanced Auditing with Deltek wInsight Banded Reports. Presented by: Mitch Mueller, Lockheed Martin Systems Integration. Abstract.

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1402 - Advanced Auditing with Deltek wInsight Banded Reports

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  1. 1402 - Advanced Auditing with Deltek wInsight Banded Reports Presented by: Mitch Mueller, Lockheed Martin Systems Integration

  2. Abstract wInsight Banded Reports offer many new options that enhance advanced auditing. Learn how to create reports, such as Statistics by element VARs, status, owners and other attributes; Data integrity across wInsight units (EOC) and structures (WBS vs IPT); Automating E-mail lists; ETC Projection Stability and Validity; and Earned Value Margin of Error.  2007 Lockheed Martin Corporation

  3. Agenda • Lockheed Martin Systems Integration – Owego • Goal: Efficient Reporting for Management by Exception • Managing by Exception • Report Examples • Across Historical Periods • Across Future Periods • For the Current Element, or for all Selected Elements • Across Units • Performing Simple Calculations and Highlighting • Performing Complex Calculations, Evaluations and Formatting • Summary  2007 Lockheed Martin Corporation

  4. Kanata, Ontario Havant, UK UK Integrated Systems Pax River, MD Lockheed Martin Systems Integration - Owego Owego, NY Systems Integration - Owego Headquarters  2007 Lockheed Martin Corporation

  5. Lockheed Martin Systems Integration - Owego Ground Based Systems • Land-Based IEW Systems for RF Direction Finding and Situational Awareness • Tactical Wheeled Vehicles for Cargo and Personnel Transport  2007 Lockheed Martin Corporation

  6. Lockheed Martin Systems Integration - Owego Distribution Systems • Advanced Technological Solutions and Integrated Networks for Postal Authorities World Wide • Automated Postal Solutions to Expedite Package Distribution • Address and Character Recognition • Threat Detection Integration • Material Movement and Management  2007 Lockheed Martin Corporation

  7. Lockheed Martin Systems Integration - Owego System of Systems Systems Integration Platform Integration Integrated Systems • Family of Systems • Cross Domain Integration • Networked Platforms Subsystems • Prime Contractor • TSPR • TSPI • RTOC • Avionics Suites • Integrated Electronic Warfare • Electronic Surveillance • Targeting • Processing  2007 Lockheed Martin Corporation

  8. Business Systems Modernization • My Task: Optimize and Integrate Program Management Tools • Scope: • Legacy Cost Engine • Earned Value Management Systems (WBS, EVM, RAM, SOW) • Project Schedule Tools (IMP, Critical Path Management) • Risk Management Tools (Managing the Known Risks) • Risk Modeling (The Known and Unknown Risks, Correlations) and later: • Resource Management / Capacity Planning • Requirements Management / TPMs  2007 Lockheed Martin Corporation

  9. Legacy Cost Engine Microsoft Project Deltek GlueViewer Deltek Risk+ wInsight Admin Legacy REMS Performance Analysis wInsight Web Legacy Web IDE/Portal Program Management Systems EVM System Schedule Tool Cost Engine Risk Management Risk Modeling  2007 Lockheed Martin Corporation

  10. The Goal Efficient Reporting for Management by Exception What is Management by Exception? Common Responses: • But I already have Earned Value Management requirements! (EVM VARs is a Management by Exception Process) • Request to print all Earned Value fields for all WBS elements. • Request to copy all the values of all elements and periods to Excel  2007 Lockheed Martin Corporation

  11. Management By Exception A specific evaluation of Program reality (or a Program Forecast), compared to a Current and Stable Program Baseline (a Plan under CM). • Determine What to Manage (Cost, Schedule, …) • Document the Exception Condition: Title and Description • Document the Exception Metrics, Criteria and Thresholds Note: Exceptions without Thresholds are just Variances • Document all Actions / Management Response (The Purpose) To be useful, measurements must provide a basis for action Measurement without Management Response is only Reporting • Document and Create Filters, Views, Reports with Highlighting  2007 Lockheed Martin Corporation

  12. The Value of Metrics and Reports Essentially, all models are wrong, but some are useful. • George E.P. Box There are no facts, only interpretations. • Frederick Nietzsche An approximate answer to the right question is worth a good deal more than the exact answer to an approximate problem. • John W. Tukey The only useful function of a statistician is to make predictions, and thus to provide a basis for action. • William Edwards Deming  2007 Lockheed Martin Corporation

  13. Metric Definition Documentation Metric Purpose Management Response Metric Category Performance Metrics (EVM, …) Composition or Health Metrics Process Compliance Metrics Metric Criteria and Thresholds Collection Methods and Frequency Margin of Error Display Historical Trends Use and Criteria Phase Differences Beginning, Middle, Near End Completed, In-progress, Near Term, Long Term Rejection Criteria and Thresholds Forecast Definition Documentation Forecast Purpose Management Response Forecast or Estimate Forecast Algorithms CPI Forecast CPI*SPI Forecast Monte Carlo Completion Dates Margin of Error Display Historical Trends Use and Criteria Phase Differences Beginning, Middle, Near End Completed, In-progress, Near Term, Long Term Rejection Criteria and Thresholds Evaluate and Validate all Metrics and Forecasts  2007 Lockheed Martin Corporation

  14. Creating wInsight Exception Reports Starting with a report request or issue: • Review the Exception Purpose and Criteria for validity • Select Elements Using Exception Criteria and Thresholds • Display Requested Attributes of the selected Elements • Calculate and Display Requested Attributes of the selected Elements • Highlight the Exception Fields (Positive/Negative, H/M/L, Trend↑↓↔) • Sort to Prioritize the Exceptions (Ex: Top 10 CV, Top 10 SV, …) • Document all criteria and display in the report legend when possible Note: Acquire a Programmer and/or Web Developer proficient in JavaScript  2007 Lockheed Martin Corporation

  15. Report Examples The following were created for evaluation, education and/or use. Reference: Custom Reports, see Appendix C of “wInsight 63 UM.PDF” Reports to display attributes from the current element. Banded Reports, “Customizing wInsight Reports” Deltek Web #36189 Reports to display attributes of elements from thecurrent filter. (|Meta|BeginLoop|ce|SyncSortWnd|) Reports to display attributes of elements from a query. (|Meta|BeginLoop|ce|IDSelect|SELECT Element … Warning: These reports are DB specific (Access, Oracle, SQL)  2007 Lockheed Martin Corporation

  16. Report: Future Period Summary Custom Report: Add PctSpentEAC Add Security Banner for the current element  2007 Lockheed Martin Corporation

  17. Report: Future Period SummaryAdding PctSpentEAC <TR><TD CLASS=WRTD>% SPENT(EAC)</TD> <TD CLASS=WRTD ALIGN=right><SCRIPT LANGUAGE="Javascript"> document.write(pctval((|AcwpCum|(-2)|[z3]|),(|Lre|(-2)|[z3]|),"c2")); </SCRIPT></TD> <TD CLASS=WRTD ALIGN=right><SCRIPT LANGUAGE="Javascript"> document.write(pctval((|AcwpCum|(-1)|[z3]|),(|Lre|(-1)|[z3]|),"c2")); </SCRIPT></TD> <TD CLASS=WRTD ALIGN=right><SCRIPT LANGUAGE="Javascript"> document.write(pctval((|AcwpCum|(-0)|[z3]|),(|Lre|(-0)|[z3]|),"c2")); </SCRIPT></TD></TR>  2007 Lockheed Martin Corporation

  18. Report: Prior Period User Narrative Custom Report: Reporting historical fields for the current element with simple highlighting  2007 Lockheed Martin Corporation

  19. Report: Future Period All Rows Banded Report: Reporting historical fields and future fields for all selected elements  2007 Lockheed Martin Corporation

  20. Report: BAC/EAC/VAC Delta between Periods Banded Report: Calculating the difference between two periods with simple formatting  2007 Lockheed Martin Corporation

  21. Report: EOC (Units) vs Total Dollars Delta Modify existing EOC Report to highlight differences  2007 Lockheed Martin Corporation

  22. Report: VAR Analysis Tiering Elements Banded Report by Query* Selection of Tiering (Children) Elements of the Current Element  2007 Lockheed Martin Corporation

  23. Report: Percent Thermometer Complex Formatting for “graph” Complex Evaluations of SV in accounting months  2007 Lockheed Martin Corporation

  24. Report: Quick Status with Schedule Variance in Accounting Months Complex Evaluations of SV in accounting months for all selected elements  2007 Lockheed Martin Corporation

  25. Report: 30/60/90 Day Outlook Evaluating Historical and Future Data and highlighting exceptions for the Current Element  2007 Lockheed Martin Corporation

  26. Report: 30/60/90 Day Outlook All Rows Evaluation of Historical and Future Data for all selected Elements  2007 Lockheed Martin Corporation

  27. Report: Future BCWS and ETC Trend Audit  2007 Lockheed Martin Corporation

  28. Report: VAR Statistics and Email Distribution Lists  2007 Lockheed Martin Corporation

  29. Report: Element Start Finish Dates  2007 Lockheed Martin Corporation

  30. Report: Element Start Finish Dates – SQL Query Find the first Budget Period in the Historical data for the current element: (|Meta|BeginLoop|cd|IDSelect|Select TOP 1 Period.PeriodID FROM Period INNER JOIN Contract ON (Period.ContrId = Contract.ContrId) INNER JOIN EarnedValue ON ((Period.PeriodID = EarnedValue.PeriodID) and (EarnedValue.UnitID = un_id)) INNER JOIN Element ON ((Element.ElemID = EarnedValue.ElemID) AND (Element.StruID = st_id)) WHERE (Contract.ContrID = cc_id) AND (Element.ElemID = ce_id) AND (EarnedValue.BcwsCum > 0.05) ORDER BY Period.EndDate ASC|) The Budget Plan Started on (|Period|EndDate|#cd#|[!%b %y]|) (|Meta|EndLoop|cd|) Note: For some reports a Database/SQL Programmer is required.  2007 Lockheed Martin Corporation

  31. Report: EV Margin-of-Error  2007 Lockheed Martin Corporation

  32. Summary • Evaluate current reporting capabilities and efficiency • Identify reporting gaps • Design, create/modify Reports, Filters and Views to address the gap Follow Management by Exception guidelines Find a programmer or web developer that knows HTML and JavaScript • Peer review, user review, and benchmark • Iterate Share and discuss gaps and solutions with other users mailto:Mitch.Mueller@LMCo.Com?subject=Deltek 1402  2007 Lockheed Martin Corporation

  33. Questions

  34. The End  2007 Lockheed Martin Corporation

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