EPM-305 Advanced Validation, Alerts, and Filters in wInsight®winsight.weebly.com/uploads/2/9/0/4/29041473/epm-305_advanced... · EPM-305 Advanced Validation, Alerts, and Filters

EPM-305 Advanced Validation, Alerts, and Filters in wInsight®Delivered by:Mitch Mueller – Lockheed Martin

Abstract

• This session will focus on creating custom wInsight reports for project managers (PMs), control account managers (CAMs), and analysts.

• Demonstrations will include filtering on data not currently available in the wInsight filter function, highlighting conditions for efficient analysis of multiple elements, creating “Auto-Filter” drop-down lists for filtering by CAM name or organization, and integrating performance data from other systems with wInsight.

Copyright © 2010 Lockheed Martin Corp. 2

Agenda

• Lockheed Martin MS2 – Owego• Contract Evaluation and Reporting• wInsight Reporting Capabilities (Slide 11)• wInsight Custom Report Technical Reference (Slide 36, Field Tag 35)• Validation Report• Alert Report for Near Term Planning Packages or Completions • Complex Selection Report• Integrating External Information• Dropdown List Report• Summary


Lockheed Martin MS2 – OwegoBackground

4Copyright © 2010 Lockheed Martin Corp.

Lockheed Martin MS2 – Owego

Mission• Provide Advanced Aerospace Systems

and Systems Integration Solutions to Defense, Civil, and Commercial Customers Worldwide.

Capabilities• Helicopter Systems



Capabilities• Helicopter Systems• Modernization and Sustainment• Ground Base Systems



Capabilities• Helicopter Systems• Modernization and Sustainment



Capabilities• Helicopter Systems• Modernization and Sustainment• Ground Base Systems• Distribution Systems (Postal Solutions)




Capabilities• Helicopter Systems• Modernization and Sustainment• Ground Base Systems• Distribution Systems (Postal Solutions)• Electronic Systems


wInsight Experience:• wInsight Admin and Desktop for over 15 years• Citrix access for remote and international users• wInsight Web, Web portal (wInsight Web Services) for over 7 years• Over 120 contracts with +700 users local, remote and international• Integrated VAR Narrative with workflow approval, timestamp and status• Integrated VAR Corrective Actions and Program Action Items• Integrated 1921/CSDR Reporting• Integrated Schedule with IMP & EV ID, Date Constraints, Subprojects• Import HR data for organizational reporting• Extracts for PM data warehouse, CAM Analytics


- Cost Data Import - Cost Data Import- Subcontract / Partner- Schedule Data Import

WebPortal

WebBrowser

MS SharePointServer wInsight

Dashboard/ Services

Server

Role-based Dashboards:Option for Default Contract With Specific Focus Reports

Corrupt MS Access DBCorrupt MS Access DB



CPR Deliverable ANSI X12 / XMLCEFACT

Program Finance

CAMs, PM, Analysts

Customer, Partners, Subcontractors

wInsight WebServerWeb

Browser

PF, PM, Analysts, Power Users VAR Approval

WebBrowser

wInsightDesktop

CitrixServer

CitrixServer

CitrixServer

DatabaseServer

SQL / Oracle

wInsight Desktop: wInsight Admin, wInsight, GlueViewer and Briefing Wizard

Database MS Access CPR DeliverableANSI X12 / XMLCEFACT- VAR Narratives- Subcontract / Partner - Schedule Tasks

Schedule Data Import

(Not deployed)

LM Enhancements:- VAR Approval and Status- VAR Corrective Actions- Program Action Items- 1921/CSDR Reporting- Schedule IMP ID, Constr.- CAM Analytics- HR Org Import / Reporting- PM Data Warehouse- Custom Reports, …

Shared IT Admin and IT Support departments: • 1st Level Help Desk (FAQ, Tickets)• User Maintenance and Access Requests• Server Maintenance, Security Patches, Tape Backup• DB Admin, Software & HTML Development, Installation Scripts

EVM Department: • 2nd Level Help Desk, wInsight Training• Process Support, Internal Auditing• Web site for Documentation and FAQ

PM Tools IT Department: • 3rd Level Help Desk, Configure and Customize wInsight



Support Organizations





PM Tools IT Department: • 3rd Level Help Desk, Configure and Customize wInsight

Contract EvaluationReporting


Contract Evaluation and Reporting

• Review and Evaluate the: – Work Products: SOW, WBS, OBS/IPT, IMP, IMS– Data Validity– Data Integration– Contract EV Performance, Variance– Contract Schedule Status and Cost/Schedule Integration– Contract EAC Realism, Historical Trend, Near Term Outlook, Forecasts

• Drill down through the WBS, OBS/IPT, Elements of Cost• Analyze from CPR/IPT, CA, WP, Schedule Task, to Corrective Actions• Use Standard Metrics and Formats across all Business Units


• wInsight Workspaces (Views, Filters, Charts, Reports, layout)– By contract, role(Customer, PM, CAM, IPT Lead) and cycle(Weekly, Monthly)

• wInsight Workspaces (Views, Filters, Charts, Reports, layout)– By contract, role(Customer, PM, CAM, IPT Lead) and cycle(Weekly, Monthly)

• Custom Reports (Active/Current Element)• Banded Reports (Elements in Active/Current Filter)• Banded Reports (Elements from Database Queries)• Custom Reports with JavaScript for:

– Complex Calculation & Highlights– Active Content (Show/Hide, Print Date Time stamp and Navigation Links)– Complex Data Filters (Near Term Planning Packages or Completions)– Dynamic Dropdown Lists (Select by CAM)– Open report in new window for static side-by-side comparison– Integrate external information by: WBS ID, Manager, Contractor, Location, …

wInsight Reporting Capabilities


wInsight ReportsTechnical Reference: Slides 12 - 36

Copyright © 2010 Lockheed Martin Corp.

Creating Custom Reports

Custom Reports: Detailed Report for the Active Element1. Copy an existing report as a starting point

Example: “Six Period Summary” file: rsixper_template.htm2. Edit the file using Notepad or an HTML Editor3. View using wInsight Desktop after each modification4. Add text and titles using standard HTML5. Add wInsight data fields by inserting wInsight field tags:

(|TableName |FieldName |UnitName |[Format]|)

Example:(|EarnedValue|Bac|Dollars|[c1]|) might display as 12,345.6(|Element|ProjOff|) might display as “Mueller, Mitch”


Technical Details: Tables & Fields


TableName (optional for unique fields)- Contract- Element- Period- EarnedValue- FutureETC

FieldName for Table “Element”:- WbsNum- ElemDesc- ElemLevel* (some titles differ)- ElemType

Technical Details: More Field Names


Right-click the column headerto display the field name

Technical Details: Unit & Format


• UnitName: If omitted, the active unit is displayed.– Dollars– Hours– EQP

• Format: Optional, formats numbers, dates and text.– [c1] numbers with commas 1 decimal. Example: 12,345.6– [n1] no commas 1 decimal. Example: 12345.6– [z1] forces a zero if empty (otherwise it would display as a blank)– [%Y-%m-%d] formats date as YYYY-MM-DD. Example: 2010-05-18– [!%d %b %y] formats date as DD MMM YY. Example: 18 MAY 10 – [%b %d, %Y] formats date as Mmm DD, YYYY. Example: May 18, 2010


Technical Details: Relative Period

(|TableName |FieldName |UnitName |(RelativePeriodOffset)|[Format]|)

• RelativePeriodOffset: Displays values for a prior or following period. – Example: (|EarnedValue|BcwsCum|Dollars|(-1)|[c1]|)

Displays the cumulative budget for the prior period. – Example:(|EarnedValue|BcwsCum|Dollars|(-2)|[c1]|)

Displays the cumulative budget for the period 2 periods prior.


Technical Details: Future Period

(|Table |FieldName |UnitName |{RelativeFuturePeriodOffset}|[Format]|)

• RelativeFuturePeriodOffset: Only valid for table FutureETCDisplays values from table FutureETC for the relative future period– Example: (|FutureEtc|Bcws|{+1}|[c1]|)

Displays the future budget for the next period.– Example: (|FutureEtc|Etc|{+2}|[c1]|)

Displays the future etc for the period 2 periods from now.


Technical Details: Combined Periods

(|Table |Field |Unit |(RelativePeriod)|{RelativeFuturePeriod}|[Format]|)

• Combined RelativePeriodOffset and RelativeFuturePeriodOffsetOnly valid for table FutureETCDisplays values from table FutureETC for the relative future periodDisplays values as of a prior period– Example: (|FutureEtc|Etc|Dollars|(-1)|{+2}|[c1]|)

Displays the future Etc, as of the prior period, for the next period.If this is Dec, display the Future Etc, as of November, for January.


Technical Details: Special Elements

(|TableName |FieldName |UnitName |SpecialElement |[Format]|)

• SpecialElement Displays special elements– $OH$ displays fields for Overhead element– Similarly $CM$ for COM, $GA$, $UB$, $MR$ – $L1$ displays fields for the Level 1 element for the active structure– $PM$ displays fields for the PMB for the active structure– $W1$ displays fields for the WBS Level 1 element– $WP$ displays fields for the WBS PMB element– Example: (|Bac|Dollars|$MR$|[z1]|)

Displays the Budget at Completion in Dollars for MR with 1 decimal.


Technical Details: Common Fields

• Some useful wInsight field tags:– (|Contract|ContrName|) the contract name

– (|Element|WbsNum|) the active element WBSID

– (|Element|ElemDesc|) the active element description

– (|Element|ProjOff|) the active element owner (ProjectOfficer)

– (|Period|EndDate|) the active period date

– (|Structure|StruName|) the active structure name: WBS, OBS, …

– (|Unit|UnitName|) the active unit name: Dollars, Hours, EQP, …

– (|EarnedValue|BcwpCum|) the active element Cumulative Earned Value

– (|EarnedValue|BcwsCum|) the active element Cumulative Budget

– (|EarnedValue|AcwpCur|) the active element Current Period Actuals


Six Period Summary – Code

• Code example taken from rsixper_template.htm<TD CLASS=WRTD0 ALIGN=center COLSPAN=7>Six Period Summary -

(|Structure|StruDesc|) ((|Unit|UnitName|))</TD></TR><TR><TD CLASS=WRTD COLSPAN=3> As of: (|Period|EndDate|) Contract Name: (|Contract|ContrName|) Contract Number: (|Contract|ContrNum|) Contractor: (|Contractor|CtrName|) Element Code: (|Element|WbsNum|) Element Name: (|Element|ElemDesc|) </TD><TD CLASS=WRTD COLSPAN=4> Financial Analyst: (|Contract|Analyst|) Contract Manager: (|Contract|Manager|) 


Six Period Summary – Example

• Six Period Summary Report


Technical Details: Banded Reports

Banded Reports display all elements in the active filter.

1. Copy an existing report as a starting pointExample: “PM Summary report” file: rPMSummary.HTM

2. Edit the file using Notepad or an HTML Editor3. View using wInsight Desktop after each modification4. Add text and titles using standard HTML5. Add wInsight data fields by inserting wInsight field tags:


Continued on next page…



Continued:6. Verify or insert before the wInsight field tags, the meta begin loop line:

(|Meta|BeginLoop|ce|SyncSortWnd|)

7. Add the meta current element tag $ce$ to all wInsight field tagsFrom: (|Table|Field|Unit|RelativePeriod|RelativeFuturePeriod|[format]|)To: (|Table|Field|Unit|$ce$|RelativePeriod|RelativeFuturePeriod|[format]|)

8. Verify or insert after the wInsight field tags, the meta end loop line:(|Meta|EndLoop|ce|)

The tag rows will now output for all elements in the active filter.


PM Summary – Code

• Code example taken from rPMSummary.HTM(|Meta|BeginLoop|ce|SyncSortWnd|)<TR><TD class=wrtdc>(|ElemLevel|$ce$|)</TD><TD class=wrtdl nowrap>(|WbsNum|$ce$|) (|ElemDesc|$ce$|)</TD><TD class=wrtdr nowrap>(|BcwsCum|$ce$|) (|BcwsCur|$ce$|)</TD><TD class=wrtdr nowrap>(|BcwpCum|$ce$|) (|BcwpCur|$ce$|)</TD><TD class=wrtdr nowrap>(|AcwpCum|$ce$|) (|AcwpCur|$ce$|)</TD></TR>(|Meta|EndLoop|ce|)


PM Summary – Example

• PM Summary Report



Banded Reports with Queries display all elements from a DB query.

1. Copy an existing report as a starting pointExample: “CPR Format 1” file: rcpr1_template.HTM

2. Edit the file using Notepad or an HTML Editor3. View using wInsight Desktop after each modification4. Add text and titles using standard HTML5. Add wInsight data fields by inserting wInsight field tags:


Continued on next page…



Continued:6. Verify or insert before the wInsight field tags, the meta begin loop line:

(|Meta|BeginLoop|ce|IDSelect|SELECT ElemID … database query …

7. Add the meta current element tag $ce$ to all wInsight field tagsFrom: (|Table|Field|Unit|RelativePeriod|RelativeFuturePeriod|[format]|)To: (|Table|Field|Unit|$ce$|RelativePeriod|RelativeFuturePeriod|[format]|)

8. Verify or insert after the wInsight field tags, the meta end loop line:(|Meta|EndLoop|ce|)

The tag rows will now output for all elements returned by the query.Warning: These reports can be DB specific (Access, Oracle, SQL)


CPR Format 1 – Code

• Code example taken from rcpr1_template.HTM(|Meta|BeginLoop|ce|IDSelect|SELECT ElemID FROM Element WHERE

Element.ContrID = cc_id AND StruID = st_id AND ElemLevel > 1 AND ElemLevel <= 3 AND ElemSeq <> 9998 ORDER BY ElemHier|)

<TR><TD class="elem" nowrap colspan=7>(|WbsNum|$ce$|) -

(|ElemDesc|$ce$|)</TD></TR>(|Meta|EndLoop|ce|)

Displays all Level 2 through 3 elements in the active structure.

Queries can select data across elements, units, periods and structures.


CPR Format 1 – Example

• CPR Format 1 Report – Element WbsNum and Description


Technical Details: Query Variables

• Some useful wInsight query select variables:– Cc_id – the ID of the active contract– St_id – the ID of the active structure– Cd_id – the ID of the active period– Un_id – the ID of the active unit

• Some useful wInsight query tag variables:– $ce$ – the meta current element for queries returning ElemID– #cd# – the meta current date for queries returning PeriodID– %un% – the meta current unit for queries returning UnitID


Technical Details: Unit Query

• Unit query example: Display data for the current element in all units<TD CLASS=TableR ALIGN=Left >(|WbsNum|)</TD>

<TD CLASS=TableR ALIGN=Left >(|ElemDesc|)</TD>

(|Meta|BeginLoop|un|IDSelect|SELECT UnitID FROM Unit WHERE RptSeq <> 0 ORDER BY RptSeq|)

<TD CLASS=TableR ALIGN=Left >(|Unit|UnitName|%un%|)</TD>

<TD CLASS=TableR ALIGN=RIGHT>(|BCWSCum|%un%|[c1]|)</TD>

<TD CLASS=TableR ALIGN=RIGHT>(|BCWPCum|%un%|[c1]|)</TD>

<TD CLASS=TableR ALIGN=RIGHT>(|ACWPCum|%un%|[c1]|)</TD>

(|Meta|EndLoop|un|)


Technical Details: Period Query

• Period query example: Display the BAC for the first and last period (|Contract|ContrName|)

(|Meta|BeginLoop|cd|IDSelect|SELECT TOP 1 PeriodID FROM Period WHERE ContrID = cc_id ORDER BY OrdVal DESC|)

 First (|Period|EndDate|#cd#|) BAC $(|BAC|Dollars|#cd#|$L1$|[z1]|)

(|Meta|EndLoop|cd|)

(|Meta|BeginLoop|cd|IDSelect|SELECT TOP 1 PeriodID FROM Period WHERE ContrID = cc_id ORDER BY OrdVal ASC|)

 Latest (|Period|EndDate|#cd#|) BAC $(|BAC|Dollars|#cd#|$L1$|[z1]|)

(|Meta|EndLoop|cd|)


The Complete wInsight Field Tag

The complete wInsight Field Tag:(|TableName |FieldName |%UnitID% or UnitName |#AbsolutePeriodID#

|$ElemID$ |(RelativePeriod) |{RelativeFuturePeriod}|[Format]|)

Note:• Use only one: $ce$, $SpecialElement$ or neither for the current element• Use only one: %UnitID% or UnitName, not both• Use only one: #AbsolutePeriodID# or (RelativePeriod) • Use {RelativeFuturePeriod} only for table FutureEtc


Custom Report Technical Help

• The wInsight User Manual – Chapter “Sample Reports”Shows examples of all reports provided with wInsight

• The wInsight User Manual - Appendix BLists and describes all wInsight database fields

• The wInsight User Manual – Appendix CCode examples and basic instructions to create Custom Reports

• Consider the effort to develop the necessary skill base versus:– Acquiring the services of a Web Programmer for HTML development– Acquiring the services of a DB Admin for Query Report development– Acquiring the services of a consultant to meet EV reporting requirements


wInsight ReportsExamples


User Narrative (For Control Accounts)

• Custom Report with JavaScript to highlight conditions


User Narrative Historical Periods

• Custom Report with JavaScript to highlight conditions across Periods


Validation Report

• Custom Report for validating all elements in active/current filter


Validation Report

• Custom Report selectively display columns


Validation Report

• Custom Report selectively display rows


Near Term Planning Packages

• Custom Report selecting elements using complex conditions


Near Term Planning Packages

• This report filters on elements with Future Budget within next 3 periods


Integrating External Information

• Custom Report integrating external information by Contract & WBSID



• This report integrates by Contract & WBS ID to VAR Corrective Actions



• This report integrates by Contractor address to view the local weather


Dynamic Dropdown Filter

• Custom Report to manage by CAM using dynamic dropdown filter



• Select a CAM within Contract, WBS Branch, OBS Subset, or by IPT



• Dynamically choose metric categories to manage by CAM


JavaScript Summary

• Custom Reports with JavaScript: – Perform Complex Calculations– Highlight Variance and complex conditions with color and font changes– Active Content – Show/Hide Columns or Rows– Add Date Time stamp for printing– Open report in new window for static side-by-side comparison– Add Navigation Links to scroll by section within the report– Complex Data Filters – Example: Near Term Planning Packages, Completion– Dynamic Dropdown Lists – Example: Select By CAM– Integrate external information by: WBS ID, Manager, Contractor, Location, …– Automate to detect and prioritize for any specified conditions


Summary

• Identify Reporting Requirements by Role (Customer, PM,CAM, Other) and Cycle (Weekly, Monthly)

• Create Custom Reports for efficient and focused review of an element• Create Banded Reports for groups of elements (ex: Control Accounts)• Create Workspaces for the review needs of each Contract, Role, Cycle

• Formally Agree on Reporting Standards– Consolidate tailored but redundant reports (Simplify)– Terminate reports that do not provide the basis for action

Note: Automated Reports can instantly identify any specified condition


Synergy

Learn from Others – Share your Charts and Reports• Send me an email

[email protected]

• Join the wInsight Industry Group (WIG)[email protected]://www.deltek.com/communities/usergroups/wInsight.asp

• Join the Deltek wInsight Web Communityhttp://govwin.com/ (Contact Tim Gaughan for Group access)

• Visit the Deltek wInsight Forumhttp://forums.deltek.com/ (Customer Account Userid required)


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Documents

EPM-305 Advanced Validation, Alerts, and Filters in wInsight®winsight.weebly.com/uploads/2/9/0/4/29041473/epm-305_advanced... · EPM-305 Advanced Validation, Alerts, and Filters