EPM-305 Advanced Validation, Alerts, and Filters in winsight. Delivered by: Mitch Mueller Lockheed Martin

Transcription

1 EPM-305 Advanced Validation, Alerts, and Filters in winsight Delivered by: Mitch Mueller Lockheed Martin

2 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

3 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 Copyright 2010 Lockheed Martin Corp. 3

4 Lockheed Martin MS2 Owego Background Copyright 2010 Lockheed Martin Corp. 4

5 Lockheed Martin MS2 Owego Mission Provide Advanced Aerospace Systems and Systems Integration Solutions to Defense, Civil, and Commercial Customers Worldwide. Capabilities Helicopter Systems Modernization and Sustainment Ground Base Systems Distribution Systems (Postal Solutions) Electronic Systems Copyright 2010 Lockheed Martin Corp. 5

6 Lockheed Martin MS2 Owego 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 Copyright 2010 Lockheed Martin Corp. 6

7 Lockheed Martin MS2 Owego Program Finance PF, PM, Analysts, Power Users CAMs, PM, Analysts Corrupt Corrupt MS MS Access Access DB DB Database MS Access Web Browser Web Browser Web Browser Customer, Partners, Subcontractors winsight Desktop: winsight Admin, winsight, GlueViewer and Briefing Wizard Citrix Citrix Server VAR Approval winsight Web Server MS SharePoint Server (Not deployed) Web Portal winsight Desktop winsight Dashboard / Services Server Database Server SQL / Oracle Role-based Dashboards: Option for Default Contract With Specific Focus Reports - Cost Data Import - Subcontract / Partner - Schedule Data Import CPR Deliverable ANSI X12 / XML CEFACT - VAR Narratives - Subcontract / Partner - Schedule Tasks LM Enhancements: - VAR Approval and Status - VAR Corrective Actions - Program Action Items /CSDR Reporting - Schedule IMP ID, Constr. - CAM Analytics - HR Org Import / Reporting - PM Data Warehouse - Custom Reports, Copyright 2010 Lockheed Martin Corp. 7

8 Support Organizations 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 Copyright 2010 Lockheed Martin Corp. 8

9 Contract Evaluation Reporting Copyright 2010 Lockheed Martin Corp. 9

10 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 Copyright 2010 Lockheed Martin Corp. 10

11 winsight Reporting Capabilities 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, Copyright 2010 Lockheed Martin Corp. 11

12 winsight Reports Technical Reference: Slides Copyright 2010 Lockheed Martin Corp.

13 Creating Custom Reports Custom Reports: Detailed Report for the Active Element 1. Copy an existing report as a starting point Example: Six Period Summary file: rsixper_template.htm 2. Edit the file using Notepad or an HTML Editor 3. View using winsight Desktop after each modification 4. Add text and titles using standard HTML 5. 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 Copyright 2010 Lockheed Martin Corp. 13

14 Technical Details: Tables & Fields FieldName for Table Element : - WbsNum - ElemDesc - ElemLevel* (some titles differ) - ElemType TableName (optional for unique fields) - Contract - Element - Period - EarnedValue - FutureETC Copyright 2010 Lockheed Martin Corp. 14

15 Technical Details: More Field Names Right-click the column header to display the field name Copyright 2010 Lockheed Martin Corp. 15

16 Technical Details: Unit & Format ( TableName FieldName UnitName [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: [z1] forces a zero if empty (otherwise it would display as a blank) [%Y-%m-%d] formats date as YYYY-MM-DD. Example: [!%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 Copyright 2010 Lockheed Martin Corp. 16

17 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. Copyright 2010 Lockheed Martin Corp. 17

18 Technical Details: Future Period ( Table FieldName UnitName {RelativeFuturePeriodOffset} [Format] ) RelativeFuturePeriodOffset: Only valid for table FutureETC Displays 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. Copyright 2010 Lockheed Martin Corp. 18

19 Technical Details: Combined Periods ( Table Field Unit (RelativePeriod) {RelativeFuturePeriod} [Format] ) Combined RelativePeriodOffset and RelativeFuturePeriodOffset Only valid for table FutureETC Displays values from table FutureETC for the relative future period Displays 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. Copyright 2010 Lockheed Martin Corp. 19

20 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. Copyright 2010 Lockheed Martin Corp. 20

21 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 Copyright 2010 Lockheed Martin Corp. 21

22 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> <BR>As of: ( Period EndDate )<BR> Contract Name: ( Contract ContrName )<BR> Contract Number: ( Contract ContrNum )<BR> Contractor: ( Contractor CtrName )<BR><BR> Element Code: ( Element WbsNum )<BR> Element Name: ( Element ElemDesc )<BR></TD> <TD CLASS=WRTD COLSPAN=4> <BR><BR> Financial Analyst: ( Contract Analyst )<BR> Contract Manager: ( Contract Manager )<BR> Copyright 2010 Lockheed Martin Corp. 22

23 Six Period Summary Example Six Period Summary Report Copyright 2010 Lockheed Martin Corp. 23

24 Technical Details: Banded Reports Banded Reports display all elements in the active filter. 1. Copy an existing report as a starting point Example: PM Summary report file: rpmsummary.htm 2. Edit the file using Notepad or an HTML Editor 3. View using winsight Desktop after each modification 4. Add text and titles using standard HTML 5. Add winsight data fields by inserting winsight field tags: ( TableName FieldName UnitName [Format] ) Continued on next page Copyright 2010 Lockheed Martin Corp. 24

25 Technical Details: Banded Reports 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 tags From: ( 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. Copyright 2010 Lockheed Martin Corp. 25

26 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 $ce$ )<BR>( ElemDesc $ce$ )</TD> <TD class=wrtdr nowrap>( BcwsCum $ce$ )<BR>( BcwsCur $ce$ )</TD> <TD class=wrtdr nowrap>( BcwpCum $ce$ )<BR>( BcwpCur $ce$ )</TD> <TD class=wrtdr nowrap>( AcwpCum $ce$ )<BR>( AcwpCur $ce$ )</TD> </TR> ( Meta EndLoop ce ) Copyright 2010 Lockheed Martin Corp. 26

27 PM Summary Example PM Summary Report Copyright 2010 Lockheed Martin Corp. 27

28 Technical Details: Banded Reports Banded Reports with Queries display all elements from a DB query. 1. Copy an existing report as a starting point Example: CPR Format 1 file: rcpr1_template.htm 2. Edit the file using Notepad or an HTML Editor 3. View using winsight Desktop after each modification 4. Add text and titles using standard HTML 5. Add winsight data fields by inserting winsight field tags: ( TableName FieldName UnitName [Format] ) Continued on next page Copyright 2010 Lockheed Martin Corp. 28

29 Technical Details: Banded Reports 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 tags From: ( 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) Copyright 2010 Lockheed Martin Corp. 29

30 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><span class="elem">( WbsNum $ce$ ) - ( ElemDesc $ce$ )</SPAN></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. Copyright 2010 Lockheed Martin Corp. 30

31 CPR Format 1 Example CPR Format 1 Report Element WbsNum and Description Copyright 2010 Lockheed Martin Corp. 31

32 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 Copyright 2010 Lockheed Martin Corp. 32

33 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 ) Copyright 2010 Lockheed Martin Corp. 33

34 Technical Details: Period Query Period query example: Display the BAC for the first and last period <BR>( Contract ContrName ) ( Meta BeginLoop cd IDSelect SELECT TOP 1 PeriodID FROM Period WHERE ContrID = cc_id ORDER BY OrdVal DESC ) <BR>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 ) <BR>Latest ( Period EndDate #cd# ) BAC $( BAC Dollars #cd# $L1$ [z1] ) ( Meta EndLoop cd ) Copyright 2010 Lockheed Martin Corp. 34

35 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 Copyright 2010 Lockheed Martin Corp. 35

36 Custom Report Technical Help The winsight User Manual Chapter Sample Reports Shows examples of all reports provided with winsight The winsight User Manual - Appendix B Lists and describes all winsight database fields The winsight User Manual Appendix C Code 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 Copyright 2010 Lockheed Martin Corp. 36

37 winsight Reports Examples Copyright 2010 Lockheed Martin Corp.

38 User Narrative (For Control Accounts) Custom Report with JavaScript to highlight conditions Copyright 2010 Lockheed Martin Corp. 38

39 User Narrative Historical Periods Custom Report with JavaScript to highlight conditions across Periods Copyright 2010 Lockheed Martin Corp. 39

40 Validation Report Custom Report for validating all elements in active/current filter Copyright 2010 Lockheed Martin Corp. 40

41 Validation Report Custom Report selectively display columns Copyright 2010 Lockheed Martin Corp. 41

42 Validation Report Custom Report selectively display rows Copyright 2010 Lockheed Martin Corp. 42

43 Near Term Planning Packages Custom Report selecting elements using complex conditions Copyright 2010 Lockheed Martin Corp. 43

44 Near Term Planning Packages This report filters on elements with Future Budget within next 3 periods Copyright 2010 Lockheed Martin Corp. 44

45 Integrating External Information Custom Report integrating external information by Contract & WBSID Copyright 2010 Lockheed Martin Corp. 45

46 Integrating External Information This report integrates by Contract & WBS ID to VAR Corrective Actions Copyright 2010 Lockheed Martin Corp. 46

47 Integrating External Information This report integrates by Contractor address to view the local weather Copyright 2010 Lockheed Martin Corp. 47

48 Dynamic Dropdown Filter Custom Report to manage by CAM using dynamic dropdown filter Copyright 2010 Lockheed Martin Corp. 48

49 Dynamic Dropdown Filter Select a CAM within Contract, WBS Branch, OBS Subset, or by IPT Copyright 2010 Lockheed Martin Corp. 49

50 Dynamic Dropdown Filter Dynamically choose metric categories to manage by CAM Copyright 2010 Lockheed Martin Corp. 50

51 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 Copyright 2010 Lockheed Martin Corp. 51

52 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 Copyright 2010 Lockheed Martin Corp. 52

53 Synergy Learn from Others Share your Charts and Reports Send me an Join the winsight Industry Group (WIG) Join the Deltek winsight Web Community (Contact Tim Gaughan for Group access) Visit the Deltek winsight Forum (Customer Account Userid required) Copyright 2010 Lockheed Martin Corp. 53

54 Copyright 2010 Lockheed Martin Corp. Questions?

55 Thank you