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

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Presentation on theme: "1402 - Advanced Auditing with Deltek wInsight Banded Reports Presented by: Mitch Mueller, Lockheed Martin Systems Integration."— Presentation transcript:

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

2 2007 Lockheed Martin Corporation 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 lists; ETC Projection Stability and Validity; and Earned Value Margin of Error.

3 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

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

5 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

6 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

7 2007 Lockheed Martin Corporation 7 Lockheed Martin Systems Integration - Owego Electronic Surveillance Targeting Processing Electronic Surveillance Targeting Processing SubsystemsSubsystems Avionics Suites Integrated Electronic Warfare Avionics Suites Integrated Electronic Warfare IntegratedSystemsIntegratedSystems Prime Contractor TSPR TSPI RTOC Prime Contractor TSPR TSPI RTOC PlatformIntegrationPlatformIntegration Family of Systems Cross Domain Integration Networked Platforms Family of Systems Cross Domain Integration Networked Platforms SystemofSystemsSystemofSystems Systems Integration

8 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

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

10 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

11 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). 1. Determine What to Manage (Cost, Schedule, …) 2. Document the Exception Condition: Title and Description 3. Document the Exception Metrics, Criteria and Thresholds Note: Exceptions without Thresholds are just Variances 4. Document all Actions / Management Response (The Purpose) To be useful, measurements must provide a basis for action Measurement without Management Response is only Reporting 5. Document and Create Filters, Views, Reports with Highlighting

12 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

13 2007 Lockheed Martin Corporation 13 Evaluate and Validate all Metrics and Forecasts 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

14 2007 Lockheed Martin Corporation 14 Creating wInsight Exception Reports Starting with a report request or issue: 1.Review the Exception Purpose and Criteria for validity 2.Select Elements Using Exception Criteria and Thresholds 3.Display Requested Attributes of the selected Elements 4.Calculate and Display Requested Attributes of the selected Elements 5.Highlight the Exception Fields (Positive/Negative, H/M/L, Trend) 6.Sort to Prioritize the Exceptions (Ex: Top 10 CV, Top 10 SV, …) 7.Document all criteria and display in the report legend when possible Note: Acquire a Programmer and/or Web Developer proficient in JavaScript

15 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 #36189Deltek Web –Reports to display attributes of elements from the current 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)

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

17 2007 Lockheed Martin Corporation 17 Report: Future Period Summary Adding PctSpentEAC % SPENT(EAC) document.write(pctval((|AcwpCum|(-2)|[z3]|),(|Lre|(-2)|[z3]|),"c2")); document.write(pctval((|AcwpCum|(-1)|[z3]|),(|Lre|(-1)|[z3]|),"c2")); document.write(pctval((|AcwpCum|(-0)|[z3]|),(|Lre|(-0)|[z3]|),"c2"));

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

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

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

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

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

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

24 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

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

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

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

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

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

30 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.

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

32 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 1402

33 Questions

34 2007 Lockheed Martin Corporation 34 The End


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