Upload
nasapmc
View
12.555
Download
0
Tags:
Embed Size (px)
DESCRIPTION
Citation preview
Hesenperger/Kottmyer: 2012 PM Challenge 1
Standardized EVM charts using wInsight Briefing Wizard
Jeffrey T. Kottmyer, MBA, PMPProgram Support and Business Systems SpecialistSGT Headquarters Staff
Presented toProject Management Challenge 2012February 22 – 23, 2012
Robert M. Hesenperger, MBA, PMPEarned Value LeadGlobal Precipitation Measurement (GPM) Project
Hesenperger/Kottmyer: 2012 PM Challenge 2
Topics
• Issue, Standardizing Data presentation locally and at NASA Headquarters• Resulting Briefing• Using Deltek wInsight Modules
Hesenperger/Kottmyer: 2012 PM Challenge 3
Issue, Standardizing Data presentation locally and at NASA Headquarters
• Issue: Earned Value Management (EVM) Project data is presented in many forms at Goddard and NASA Headquarters– This leads to an uncertain understanding of the project’s earned value
management data.– Earth Sciences, Code 420, at Goddard wanted to use the same earned
value data for the project and for the program executive• Solution:
– Include slides that defined the terms and acronyms used– Coordinate the data and presentations between the Project Manager
and the Program Executive
Hesenperger/Kottmyer: 2012 PM Challenge 4
• Issue: Manual production of charts consumes a significant amount of time• Solution: Automate the process of producing chart by using Deltek
wInsight Desktop and Deltek wInsight Professional– Deltek MPM Connect extracts data from Deltek Micro-Frame Project
Manager (MPM) via an XML file that imports in to Deltek wInsight Professional
– wInsight defines charts and graphs and filters– Briefing Wizard uses wInsight charts and graphs and filters to
automatically produce PowerPoint slides in a few seconds
Issue, Standardizing Data presentation locally and at NASA Headquarters
Hesenperger/Kottmyer: 2012 PM Challenge 5
Automated wInsight Slides
Hesenperger/Kottmyer: 2012 PM Challenge 6
GPM EVM September 2011Data
For November MSR
Hesenperger/Kottmyer: 2012 PM Challenge 7
Terminology• PMB = Performance Measurement Baseline• MR = Management Reserve• Budget Base = PMB + MR• Plan = PV or BCWP• Performance = EV or BCWP• Actuals = AC or ACWP• Stoplight Index Colors: Red < .90, Yellow - >+.90 and <.95, Green >=.95 and <1.1,
and Blue >=1.1. White indicated no data.• Change Arrows: more than 10% negative change is a down arrow; negative 10% to
positive 10% change is a horizontal arrow; and more that 10% positive change is an up arrow.
• CPI = Cost Performance Index = BCWP/ACWP• SPI = Schedule Performance Index = BCWP/BCWS• Element is another word for WBS. 0000000 indicates the entire GPM Project.• Cum Element Performance – This chart shows the Estimate to Complete for the
next 6 months along with the historic values for plan, performance, and actuals.
Hesenperger/Kottmyer: 2012 PM Challenge 8
Terminology cont’d.
• PERF MEASURE BL = Performance Measurement Baseline = Total Budget without contingency.
• GPM In–House Ef = GPM In–House Effort without contingency.• GMI #1 = Ball Aerospace and Technologies Corp. GPM Microwave Imager #1.• GMI #2 = Ball Aerospace and Technologies Corp. GPM Microwave Imager #2.
Hesenperger/Kottmyer: 2012 PM Challenge 9
Cost Drivers
LongDesc SV CV VAC VAR SV CV BAC EAC VAC CPI SPI TCPI PctCmp %Spt CpiSpi MovAvg6
1 PERF MEASURE BL sc -21,491.1 -26,220.0 814,441.0 840,668.8 -26,227.8 0.957 0.964 1.000 71.22 74.44 860,332.9 899,922.32 GPM In-House Effort sc -14,735.4 -18,225.0 606,165.6 606,165.6 0.0 0.957 0.965 1.097 66.15 69.16 641,596.4 664,828.53 GMI #1 scV -2,541.7 -13,030.3 182,216.0 207,647.2 -25,431.1 0.923 0.984 0.669 86.27 93.42 197,757.7 222,655.54 MGT RESERVE 0.0 0.0 113,889.0 113,889.0 0.0 0.000 0.000 1.000 0.00 0.00 123,447.5 142,683.85 GMI #2 scSC -4,214.0 5,035.3 26,059.4 26,856.1 -796.6 1.300 0.838 0.419 83.83 64.51 20,678.3 18,574.8
Hesenperger/Kottmyer: 2012 PM Challenge 10
-2.50
-2.00
-1.50
-1.00
-0.50
0.00
0.50
1.00
1.50
2.00
2.50
2010OCT NOV DEC
2011JAN FEB MAR APR MAY JUN JUL AUG SEP
A. GPM CPI SPI Monthly Trend ChartGSFC N/A N/A RDTE Name: PERF MEASURE BL Element: [PMB]
Ind
ex
of
Do
lla
rs
SPI Monthly 0.7240.8270.7930.8521.1900.8331.6420.9891.0301.1340.9161.006CPI Monthly 0.6040.8040.7030.7611.0760.8174.4410.8730.7130.7620.6810.751
Hesenperger/Kottmyer: 2012 PM Challenge 11
0
100
200
300
400
500
600
700
2010NOV DEC
2011JAN FEB MAR APR MAY JUN JUL AUG SEP OCT
Cum Element PerformanceGSFC N/A N/A RDTE Name: PERF MEASURE BL Element: [PMB]
Do
lla
rs i
n M
illi
on
s
Tim
e N
ow
BCWS 606.7601.5593.8585.1576.0566.2556.6546.7519.9509.7499.6489.2BCWP 580.1574.4567.3560.0551.7540.3532.0488.1478.0467.6455.7ACWP 606.3596.9588.1577.7566.8556.2546.1536.2524.7510.0494.5ETC 611.4
Hesenperger/Kottmyer: 2012 PM Challenge 12
-2.50
-2.00
-1.50
-1.00
-0.50
0.00
0.50
1.00
1.50
2.00
2.50
2010OCT NOV DEC
2011JAN FEB MAR APR MAY JUN JUL AUG SEP
D. GPM CPI SPI CUM Trend ChartGSFC N/A N/A RDTE Name: PERF MEASURE BL Element: [PMB]
Ind
ex
of
Do
lla
rs
SPI CUM 0.9640.9670.9690.9720.9740.9710.9730.9390.9380.9360.9320.932CPI CUM 0.9570.9620.9650.9690.9730.9710.9740.9100.9110.9170.9220.929
Hesenperger/Kottmyer: 2012 PM Challenge 13
52.5
55.0
57.5
60.0
62.5
65.0
67.5
70.0
72.5
75.0
2010OCT NOV DEC
2011JAN FEB MAR APR MAY JUN JUL AUG SEP
E. GPM PercentGSFC N/A N/A RDTE Name: PERF MEASURE BL Element: [PMB]
Pe
rce
nt
of
Do
lla
rs
PCTSCH 73.8672.9071.8470.7269.5268.3467.1262.6761.4460.2258.9657.60PCTCMP 71.2270.5369.6568.7667.7466.3465.3258.8357.6256.3654.9353.68PCTSPENT 74.4473.2972.2070.9469.6068.2967.0564.6363.2461.4759.6157.77
Hesenperger/Kottmyer: 2012 PM Challenge 14
440
460
480
500
520
540
560
580
600
620
2010OCT NOV DEC
2011JAN FEB MAR APR MAY JUN JUL AUG SEP
F. GPM SPA Schedule DeltaGSFC N/A N/A RDTE Name: PERF MEASURE BL Element: [PMB]
Do
lla
rs i
n M
illi
on
s
BCWS 601.5593.8585.1576.0566.2556.6546.7519.9509.7499.6489.2477.9BCWP 580.1574.4567.3560.0551.7540.3532.0488.1478.0467.6455.7445.4ACWP 606.3596.9588.1577.7566.8556.2546.1536.2524.7510.0494.5479.3
Hesenperger/Kottmyer: 2012 PM Challenge 15
700
750
800
850
900
950
1,000
1,050
2010OCT NOV DEC
2011JAN FEB MAR APR MAY JUN JUL AUG SEP
G. GPM Calculated IEAC (based on past performance) GSFC N/A N/A RDTE Name: PERF MEASURE BL Element: [PMB]
Do
lla
rs i
n M
illi
on
s
CPI 851846844840837838836911911905900893CPISPI 8608558528488448478449369369329309233MonCPI 9409158808656936957049771,0141,0059709146MonCPI 900766764764765778781974964949964946BAC 814814814814814814814830830830830830LRE 841833833833833821819816830830830830
Hesenperger/Kottmyer: 2012 PM Challenge 16
-2.50
-2.00
-1.50
-1.00
-0.50
0.00
0.50
1.00
1.50
2.00
2.50
2010OCT NOV DEC
2011JAN FEB MAR APR MAY JUN JUL AUG SEP
A. GPM CPI SPI Monthly Trend ChartGSFC N/A N/A RDTE Name: GPM In-House Ef Element: In-House
Ind
ex
of
Do
lla
rs
SPI Monthly 0.5720.7520.7680.9341.3160.8131.7941.0310.9161.1380.7890.916CPI Monthly 0.5490.7720.7200.8091.2830.8665.2370.9370.6350.8990.4650.658
Hesenperger/Kottmyer: 2012 PM Challenge 17
0
50
100
150
200
250
300
350
400
450
500
2010NOV DEC
2011JAN FEB MAR APR MAY JUN JUL AUG SEP OCT
Cum Element PerformanceGSFC N/A N/A RDTE Name: GPM In-House Ef Element: In-House
Do
lla
rs i
n M
illi
on
s
Tim
e N
ow
BCWS 420.9415.7408.6401.9394.4387.2379.7371.9349.1341.8334.5327.3BCWP 401.0396.9391.8386.1379.4369.5363.2322.2314.7308.1299.8ACWP 419.2411.8405.2397.3388.9381.2373.9366.1358.1347.6338.4ETC 424.4
Hesenperger/Kottmyer: 2012 PM Challenge 18
-2.50
-2.00
-1.50
-1.00
-0.50
0.00
0.50
1.00
1.50
2.00
2.50
2010OCT NOV DEC
2011JAN FEB MAR APR MAY JUN JUL AUG SEP
D. GPM CPI SPI CUM Trend ChartGSFC N/A N/A RDTE Name: GPM In-House Ef Element: In-House
Ind
ex
of
Do
lla
rs
SPI CUM 0.9650.9710.9750.9790.9800.9730.9760.9230.9210.9210.9160.919CPI CUM 0.9570.9640.9670.9720.9750.9690.9710.8800.8790.8860.8860.902
Hesenperger/Kottmyer: 2012 PM Challenge 19
47.5
50.0
52.5
55.0
57.5
60.0
62.5
65.0
67.5
70.0
2010OCT NOV DEC
2011JAN FEB MAR APR MAY JUN JUL AUG SEP
E. GPM PercentGSFC N/A N/A RDTE Name: GPM In-House Ef Element: In-House
Pe
rce
nt
of
Do
lla
rs
PCTSCH 68.5967.4166.2965.0763.8862.6461.3557.0455.8554.6653.4852.29PCTCMP 66.1565.4864.6463.7062.5960.9559.9152.6551.4250.3448.9948.05PCTSPENT 69.1667.9466.8565.5464.1662.8961.6959.8258.5156.8055.3053.29
Hesenperger/Kottmyer: 2012 PM Challenge 20
300
320
340
360
380
400
420
2010OCT NOV DEC
2011JAN FEB MAR APR MAY JUN JUL AUG SEP
F. GPM SPA Schedule DeltaGSFC N/A N/A RDTE Name: GPM In-House Ef Element: In-House
Do
lla
rs i
n M
illi
on
s
BCWS 415.7408.6401.9394.4387.2379.7371.9349.1341.8334.5327.3320.0BCWP 401.0396.9391.8386.1379.4369.5363.2322.2314.7308.1299.8294.1ACWP 419.2411.8405.2397.3388.9381.2373.9366.1358.1347.6338.4326.1
Hesenperger/Kottmyer: 2012 PM Challenge 21
500
550
600
650
700
750
800
850
2010OCT NOV DEC
2011JAN FEB MAR APR MAY JUN JUL AUG SEP
G. GPM Calculated IEAC (based on past performance) GSFC N/A N/A RDTE Name: GPM In-House Ef Element: In-House
Do
lla
rs i
n M
illi
on
s
CPI 633.7628.9626.9623.7621.4625.4624.1695.4696.4690.6690.9678.7CPISPI 641.6635.3632.5628.5626.2632.2630.2722.9725.5720.1723.2709.83MonCPI 722.0684.6635.2621.1479.5481.1489.9724.0818.9813.3824.2756.06MonCPI 664.8539.8536.1537.2532.8554.2559.7768.8788.1778.3808.6757.5BAC 606.2606.2606.2606.2606.2606.2606.2612.0612.0612.0612.0612.0LRE 606.2606.2606.2606.2606.2606.2606.2612.0612.0612.0612.0612.0
Hesenperger/Kottmyer: 2012 PM Challenge 22
-2.50
-2.00
-1.50
-1.00
-0.50
0.00
0.50
1.00
1.50
2.00
2.50
2010OCT NOV DEC
2011JAN FEB MAR APR MAY JUN JUL AUG SEP
A. GPM CPI SPI Monthly Trend ChartGSFC N/A N/A RDTE Name: GMI #1 Element: GMI-1
Ind
ex
of
Do
lla
rs
SPI Monthly 2.1210.9341.0110.9041.0301.3980.9401.2802.0971.3241.2041.745CPI Monthly 0.5180.7240.4570.3570.3140.5300.9040.5430.7080.3941.7300.830
Hesenperger/Kottmyer: 2012 PM Challenge 23
0
20
40
60
80
100
120
140
160
180
200
2010NOV DEC
2011JAN FEB MAR APR MAY JUN JUL AUG SEP
2013AUG
Cum Element PerformanceGSFC N/A N/A RDTE Name: GMI #1 Element: GMI-1
Do
lla
rs i
n M
illi
on
s
Tim
e N
ow
BCWS 159.7159.7159.3157.7156.7155.8155.0154.1152.5151.3150.3148.9BCWP 157.2156.3154.8153.8153.0152.2150.9149.4147.9145.6143.9ACWP 170.2168.5166.4164.2161.9159.4157.0155.3152.6149.4145.0ETC 173.2
Hesenperger/Kottmyer: 2012 PM Challenge 24
-2.50
-2.00
-1.50
-1.00
-0.50
0.00
0.50
1.00
1.50
2.00
2.50
2010OCT NOV DEC
2011JAN FEB MAR APR MAY JUN JUL AUG SEP
D. GPM CPI SPI CUM Trend ChartGSFC N/A N/A RDTE Name: GMI #1 Element: GMI-1
Ind
ex
of
Do
lla
rs
SPI CUM 0.9840.9810.9820.9810.9820.9820.9790.9800.9770.9690.9660.962CPI CUM 0.9230.9280.9300.9370.9450.9550.9610.9620.9690.9750.9930.984
Hesenperger/Kottmyer: 2012 PM Challenge 25
82.0
84.0
86.0
88.0
90.0
92.0
94.0
2010OCT NOV DEC
2011JAN FEB MAR APR MAY JUN JUL AUG SEP
E. GPM PercentGSFC N/A N/A RDTE Name: GMI #1 Element: GMI-1
Pe
rce
nt
of
Do
lla
rs
PCTSCH 87.6787.4486.5285.9785.4985.0784.5690.8290.1489.5088.7187.20PCTCMP 86.2785.7984.9484.3883.9483.5182.8088.9688.0986.7585.7083.89PCTSPENT 93.4292.4991.3190.1088.8787.4886.1592.5090.9089.0186.3485.29
Hesenperger/Kottmyer: 2012 PM Challenge 26
140.0
145.0
150.0
155.0
160.0
165.0
170.0
2010OCT NOV DEC
2011JAN FEB MAR APR MAY JUN JUL AUG SEP
F. GPM SPA Schedule DeltaGSFC N/A N/A RDTE Name: GMI #1 Element: GMI-1
Do
lla
rs i
n M
illi
on
s
BCWS 159.7159.3157.7156.7155.8155.0154.1152.5151.3150.3148.9146.4BCWP 157.2156.3154.8153.8153.0152.2150.9149.4147.9145.6143.9140.8ACWP 170.2168.5166.4164.2161.9159.4157.0155.3152.6149.4145.0143.2
Hesenperger/Kottmyer: 2012 PM Challenge 27
160
170
180
190
200
210
220
230
240
250
2010OCT NOV DEC
2011JAN FEB MAR APR MAY JUN JUL AUG SEP
G. GPM Calculated IEAC (based on past performance) GSFC N/A N/A RDTE Name: GMI #1 Element: GMI-1
Do
lla
rs i
n M
illi
on
s
CPI 197.3196.5195.9194.6192.9190.9189.6174.6173.2172.2169.1170.7CPISPI 197.8197.0196.4195.1193.5191.5190.3175.0173.7173.0170.0171.83MonCPI 214.2219.3240.0235.3215.9207.3202.2190.3179.3177.6166.2164.16MonCPI 222.7217.7221.4215.9216.7202.4199.0178.9172.5169.5166.1169.4BAC 182.2182.2182.2182.2182.2182.2182.2167.9167.9167.9167.9167.9LRE 207.6199.6199.6199.6199.6198.0197.6180.4167.9167.9167.9167.9
Hesenperger/Kottmyer: 2012 PM Challenge 28
-2.50
-2.00
-1.50
-1.00
-0.50
0.00
0.50
1.00
1.50
2.00
2.50
2010OCT NOV DEC
2011JAN FEB MAR APR MAY JUN JUL AUG SEP
A. GPM CPI SPI Monthly Trend ChartGSFC N/A N/A RDTE Name: GMI #2 Element: GMI-2
Ind
ex
of
Do
lla
rs
SPI Monthly 2.5532.7360.7460.4590.5530.5420.6290.6300.8560.9831.0440.767CPI Monthly 2.8554.6372.8372.3292.0351.6693.7501.3151.5410.9801.3931.712
Hesenperger/Kottmyer: 2012 PM Challenge 29
10.0
12.0
14.0
16.0
18.0
20.0
22.0
24.0
26.0
28.0
2010OCT NOV DEC
2011JAN FEB MAR APR MAY JUN JUL AUG SEP
Cum Element PerformanceGSFC N/A N/A RDTE Name: GMI #2 Element: GMI-2
Do
lla
rs i
n M
illi
on
s
Tim
e N
ow
BCWS 26.0625.7825.6124.8723.2421.9420.7118.4016.6114.8012.9711.44BCWP 21.8521.1420.6720.1219.3718.6517.9816.5315.4013.8512.0510.46ACWP 16.8116.5616.4616.2715.9515.5915.1914.8013.9512.9411.119.96ETC
Hesenperger/Kottmyer: 2012 PM Challenge 30
-2.50
-2.00
-1.50
-1.00
-0.50
0.00
0.50
1.00
1.50
2.00
2.50
2010OCT NOV DEC
2011JAN FEB MAR APR MAY JUN JUL AUG SEP
D. GPM CPI SPI CUM Trend ChartGSFC N/A N/A RDTE Name: GMI #2 Element: GMI-2
Ind
ex
of
Do
lla
rs
SPI CUM 0.8380.8200.8070.8090.8330.8500.8680.8980.9270.9360.9290.914CPI CUM 1.3001.2761.2561.2371.2151.1961.1841.1161.1041.0701.0851.050
Hesenperger/Kottmyer: 2012 PM Challenge 31
20
30
40
50
60
70
80
90
100
110
2010OCT NOV DEC
2011JAN FEB MAR APR MAY JUN JUL AUG SEP
E. GPM PercentGSFC N/A N/A RDTE Name: GMI #2 Element: GMI-2
Pe
rce
nt
of
Do
lla
rs
PCTSCH 100.0098.9498.2895.4389.1784.1879.4536.9933.3929.7526.0823.01PCTCMP 83.8381.1379.3377.2074.3271.5669.0033.2430.9627.8524.2421.03PCTSPENT 64.5163.5663.1762.4261.1959.8358.3029.7728.0426.0222.3420.03
Hesenperger/Kottmyer: 2012 PM Challenge 32
10.0
12.0
14.0
16.0
18.0
20.0
22.0
24.0
26.0
28.0
2010OCT NOV DEC
2011JAN FEB MAR APR MAY JUN JUL AUG SEP
F. GPM SPA Schedule DeltaGSFC N/A N/A RDTE Name: GMI #2 Element: GMI-2
Do
lla
rs i
n M
illi
on
s
BCWS 26.0625.7825.6124.8723.2421.9420.7118.4016.6114.8012.9711.44BCWP 21.8521.1420.6720.1219.3718.6517.9816.5315.4013.8512.0510.46ACWP 16.8116.5616.4616.2715.9515.5915.1914.8013.9512.9411.119.96
Hesenperger/Kottmyer: 2012 PM Challenge 33
15.0
20.0
25.0
30.0
35.0
40.0
45.0
50.0
55.0
2010OCT NOV DEC
2011JAN FEB MAR APR MAY JUN JUL AUG SEP
G. GPM Calculated IEAC (based on past performance) GSFC N/A N/A RDTE Name: GMI #2 Element: GMI-2
Do
lla
rs i
n M
illi
on
s
CPI 20.0520.4220.7521.0721.4521.7922.0244.5445.0446.4745.8347.37CPISPI 20.6821.2621.7822.2122.5522.8823.0547.9147.4748.7648.4650.893MonCPI 18.1318.2818.7819.2618.6319.3519.6042.2441.6241.5843.0746.376MonCPI 18.5718.4419.0319.4220.3720.6920.6842.6643.8145.5144.9551.15BAC 26.0626.0626.0626.0626.0626.0626.0649.7349.7349.7349.7349.73LRE 26.8626.8626.8626.8626.8616.4815.0723.9249.7349.7349.7349.73
Hesenperger/Kottmyer: 2012 PM Challenge 34
Explanation of IEACs• IEAC – Independent Estimates at Complete – These are calculated end of
program dollars using earned value equations based on past performance.• CPI = BAC / CPIcum• CPISPI = BAC / (CPIcum * SPIcum)• 3MONCPI = BAC / (CPI calculation from past 3 months)• 6MONCPI = BAC / (CPI calculation from past 6 months)
• CPI = Cost Performance Index = BCWP/ACWP• SPI = Schedule Performance Index = BCWP/BCWS• Cum – Cumulative, Inception to Date• MON - Month• BAC – Baseline (Budget at Complete)• LRE – Estimate (Estimate at Complete/Latest Revised Estimate)
Hesenperger/Kottmyer: 2012 PM Challenge 35
Using Deltek wInsight Modules
Hesenperger/Kottmyer: 2012 PM Challenge 36
Using wInsight/Briefing Wizard
• Setup– Define Stoplight Views and Charts
• Select fields• Create filters
– Setup Briefing Wizard• Select view and charts• Rename to order charts• Save setup in WSA file
Hesenperger/Kottmyer: 2012 PM Challenge 37
Hesenperger/Kottmyer: 2012 PM Challenge 38
Hesenperger/Kottmyer: 2012 PM Challenge 39
Hesenperger/Kottmyer: 2012 PM Challenge 40
Hesenperger/Kottmyer: 2012 PM Challenge 41
Hesenperger/Kottmyer: 2012 PM Challenge 42
Hesenperger/Kottmyer: 2012 PM Challenge 43
Hesenperger/Kottmyer: 2012 PM Challenge 44
Hesenperger/Kottmyer: 2012 PM Challenge 45
Hesenperger/Kottmyer: 2012 PM Challenge 46
Hesenperger/Kottmyer: 2012 PM Challenge 47
Hesenperger/Kottmyer: 2012 PM Challenge 48
Hesenperger/Kottmyer: 2012 PM Challenge 49
Questions?