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

2.  2007 Lockheed Martin Corporation
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.
 2007 Lockheed Martin Corporation

3.  2007 Lockheed Martin Corporation
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. Lockheed Martin Systems Integration - Owego
Kanata, Ontario
Owego, NY
Systems Integration - Owego
Headquarters
Havant, UK
UK Integrated Systems
Pax River, MD
Approximately 4,000 Employees
 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
IEW - integrated electronic warfare
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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
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7. Lockheed Martin Systems Integration - Owegoof
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
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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
IMP - Integrated Management Plan / Integrated Master Plan
RAM – Responsibility Assignment Matrix
SOW - Scope Of Work / Statement of Work
TPM - Technical Performance Measurements
WBS - Work Breakdown Structure
 2007 Lockheed Martin Corporation

9. Program Management Systems
Schedule
Tool
Cost
Engine
EVM
System
Risk
Management
Risk
Modeling
Microsoft
Project
Legacy Web
IDE/Portal
Deltek
GlueViewer
wInsight
Admin
Legacy
Cost Engine
REMS
Risk+
Web
IDE - Integrated Digital Environment
REMS – Risk Management / Enhancement System
Performance
Analysis
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10.  2007 Lockheed Martin Corporation
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
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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
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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
Forecast - to calculate or predict as a result of study and analysis of available pertinent data
Projection - an estimate of future possibilities based on a current trend
Estimate - estimate implies a judgment, considered or casual, that precedes or takes the place of actual measuring or counting
Merriam-Webster
 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
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15.  2007 Lockheed Martin Corporation
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 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)
 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 Summary Adding 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>
document.write(pctval((|AcwpCum|(-1)|[z3]|),(|Lre|(-1)|[z3]|),"c2"));
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
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19. Report: Future Period All Rows
Banded Report:
Reporting historical fields
and future fields
for all selected elements
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20. Report: BAC/EAC/VAC Delta between Periods
Banded Report:
Calculating the difference
between two periods
with simple formatting
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21. Report: EOC (Units) vs Total Dollars Delta
Modify existing EOC Report to highlight differences
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22. Report: VAR Analysis Tiering Elements
Banded Report by Query*
Selection of Tiering (Children)
Elements of the Current Element
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23. Report: Percent Thermometer
Complex Formatting
for “graph”
Complex Evaluations
of SV in accounting months
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24. Report: Quick Status with Schedule Variance in Accounting Months
Complex Evaluations
of SV in accounting months
for all selected elements
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Report: 30/60/90 Day Outlook
Evaluating Historical and Future Data
and highlighting exceptions
for the Current Element
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26. Report: 30/60/90 Day Outlook All Rows
Evaluation of Historical and Future Data
for all selected Elements
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27. Report: Future BCWS and ETC Trend Audit
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28. Report: VAR Statistics and Email Distribution Lists
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29. Report: Element Start Finish Dates
Example 1 – On plan (On schedule)
Example 2 – The CAM changed the purchase from a single payment, to two payments separated by over 3 months.
Example 3 – Started late, projected to finish early, but significantly behind schedule!? Time to investigate.
Example 4 - VAC includes ETC on completed elements, the concern is when ETCs (NOCs) extend significantly through the future and that they might grow.
 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.
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31. Report: EV Margin-of-Error
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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
 2007 Lockheed Martin Corporation

33. Questions

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The End
 2007 Lockheed Martin Corporation