101 Tips & Tricks – the CAM Edition Eleanor Haupt, EVP Earned Value Associates LLC

101 Tips & Tricks – the CAM EditionEleanor Haupt, EVP

Earned Value Associates LLC

[email protected]

EVMP Forum – July 2014 2

The Goal Standardization Customization Recommendations for CAM analysis

◦ Filters and Views◦ Charts◦ Reports◦ Workspaces

Analyzing Significant Variances

Contents


The Goal


Make it easy to understand◦ Avoid EVM jargon

Make it easy to repeat on monthly basis◦ Give them a punch list◦ Desktop instructions, screen shots

Streamlined wscustom file Provide continual training Work one on one with them

The Goal for CAM Analysis


Standardization


Why standardize?◦ Allows for consistency across program and company◦ Allows for common communication

Use same views and charts for joint team meetings◦ Allows for joint validation of data

Custom filters for data integrity◦ Effective tool and framework for training◦ Saves a lot of time!!

Recommendation:◦ Save two versions of wscustom.xml on network

CAM: only what they need Analyst: more complete

◦ Have one person maintain wscustom.xml files

Standardization


Customization


Find out what CAMs need◦ “Dot” exercise◦ Ask them◦ What are they using now? What do they like?

Sit with PM or CAM and show them what is possible◦ Guide them through the roadmap◦ Suggest workspaces

Make it as easy as possible for everyone◦ They are not EV experts

Hints for Customization


Ensure that the ProjOff field is correct◦ Allows filtering by CAM◦ Add custom field for work package manager

Use LongDesc field in views◦ Have IT change the registry key to show

LongDesc in reports and charts Use the Drill Down feature to isolate lower

level elements for a specific higher level element◦ Hold down the shift key while drilling down◦ Opens new window – easier to close out◦ Can be used to support variance analysis

Example: show WPs that sum to CA

Hints for Customization


Drill Down Below Control Account

Apply sum buttonCan see significant contributors to variance at CA level


Apply the CAM/IPT filter to isolate a CAM’s performance◦ Apply as a pre-filter◦ CAM can then apply different filters once the data is

open Create a filter for WP manager (if custom field

has been created) For data filtered by CAM:

◦ Apply the sum button and toggle to lowest level◦ Make the aggregate element the active element◦ Plot aggregate performance on charts and show in

reports

The CAM Filter


Plotting Aggregate Performance

WBS DESCRIPTION Proj Ofcr %Comp %Spent CPI CV % CV VAC CV VAC

1 3200 COMMUNICATIONS Ti deman 34.63 41.03 0.844 -18.49 -130.8 -87.02 3300 AUX EQUIP Ti deman 27.57 24.33 1.133 11.73 78.2 8.43 (Aggregate)CAM=ti deman 30.80 31.98 0.963 -3.83 -52.6 -78.6

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2007APR MAY JUN JUL AUG SEP OCT NOV DEC

2008JAN

Cumulative Variance PercentMEGA HERZ ELEC & VEN 1 OTHER OTHER Name: CAM=tideman Element: (Aggregate)

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COST -3.833.03-15.75-3.067.77-1.025.506.9611.3215.38SCHED -17.74-17.95-28.25-3.45-12.01-13.99-15.97-17.86-36.14-10.34VAC -1.76-2.21-2.19-7.95-7.95-7.95-7.22-7.22-7.22-7.22


Aggregate Bull’s-Eye

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Aggregate Bull's-eye ChartMOH-2 WBS JAN 08 Dollars

Filter (Lowest): ****All ElementsHighlight (Proj Ofcr): Tideman

BEHIND SCHEDULE, UNDER COST AHEAD OF SCHEDULE, UNDER COST

BEHIND SCHEDULE, OVER COST AHEAD OF SCHEDULE, OVER COST

SV% CUM Percent of Dollars

CV

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• Double click common element (CAM name) in Sort window

• Highlighted as red dots


Apply CAM filter Click File, Save Workspace wInsight will automatically open to the

filtered data set for the CAM CAM can then apply additional filters to his

elements only

Default Workspace


Recommendations for CAM AnalysisFilters and Views


When Filter What it Does

Pre-filter CAM/IPT Filters for CAM’s elements

Pre-filter CAM/IPT wildcard Same as above, allows use of wildcard search, eg., Ba%. Useful for long or complicated names.

Filter Catch Planning Packages, with CAM

Filters for Planning Packages, with CAM filter (Use in conjunction with report, Catch Planning Packages

Filter EAC less than Cum CPI EAC

Filters for EAC where less than .9*Cum CPI EAC

Filter Early Significant Variances

Filters for elements less than 20% complete with significant variances

Filter Emerging Cost Problems

Filters for elements with RED or YELLOW for current period cost, but BLUE or GREEN for cum

Filter Emerging Schedule Problems

Filters for elements with RED or YELLOW for current period schedule, but BLUE or GREEN for cum

Filter VAR required by CAM?

Prompts for CAM name, filters on flagged variances

Filter ***EAC Realism Filters for elements where CPIcum differs from TCPI-EAC by greater than +/-.05

Best Filters for CAMs


View What it Does

Cost Shows cost metrics (current and cum)

Schedule Shows schedule metrics (current and cum)

***EAC Realism Compares CPIcum to TCPI-EAC

Risk vs. Work Remaining

Shows risk rating, amount of budget vs. estimate remaining, EAC realism

BCWP Verification Used to verify that correct BCWP was reported

EAC Forecast Independent EAC calculations, compared to CAM’s EAC

Emerging Cost Problems

Shows current vs. cum cost metrics (use with filter with same name)

Emerging Schedule Problems

Shows current vs. cum schedule metrics (use with filter with same name)

Best Views for CAMs

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Custom View - Costcompare compare

WBS DESCRIPTION Proj Ofcr %Comp %Spent CPI CV % CV VAC CV VAC

1 [MR] MGT RESERVE 0.00 0.00 0.000 0.00 0.0 439.2

2 5100 ENG DATA Novak 38.51 52.80 0.729 -37.10 -4.6 0.0

3 3200 COMMUNICATIONS Tideman 34.63 41.03 0.844 -18.49 -130.8 -87.0

4 3600 PCC Zepka 28.99 34.09 0.850 -17.62 -296.2 -187.2

5 5200 MANAGEMENT DATA Simmons 84.18 98.10 0.858 -16.54 -13.2 -16.0

6 2200 SYS ENGINEERING Price 85.04 94.35 0.901 -10.95 -26.4 0.0

7 [G&A] GEN & ADMIN 33.67 36.11 0.932 -7.26 -45.2 -36.8

8 2100 PROJ MANAGEMENT Brown 45.70 48.51 0.942 -6.16 -17.4 -3.2

9 4000 SPARES Blair 17.87 18.90 0.945 -5.78 -7.8 -6.2

10 2300 FUNC INTEGRA Price 71.62 75.23 0.952 -5.03 -17.4 -30.8

11 3800 I & A Troop 35.40 37.08 0.955 -4.75 -24.2 -24.8

12 3100 SENSORS Smith 20.87 21.49 0.971 -2.94 -10.6 -21.6

CAMs: Apply CAM/IPT filter to isolate elements


Custom View - Schedule

Budgeted Cost of Work Remainingindicates amount of work yet to go

compare

DESCRIPTION LL Proj Officer SV SV SV % SPI % Comp % Sched BCWR

1 COMMUNICATIONS Tideman -203.2 -22.31 0.777 34.63 44.57 1,335.6

2 DATA DISPLAY Troop -113.0 -41.45 0.585 41.13 70.26 228.4

3 AUX EQUIP Tideman -93.2 -12.27 0.877 27.57 31.42 1,751.6

4 GEN & ADMIN -39.0 -5.89 0.941 33.67 35.78 1,227.4

5 SENSORS Smith -36.6 -9.21 0.908 20.87 22.99 1,367.6

6 PROJ MANAGEMENT Brown -12.0 -4.07 0.959 45.70 47.64 335.8

7 PCC Zepka -11.4 -0.67 0.993 28.99 29.18 4,119.2

8 ADPE Zepka -10.2 -3.91 0.961 41.89 43.59 348.2

9 FUNC INTEGRA Price -7.6 -2.15 0.978 71.62 73.20 137.0

10 ENG DATA Novak -6.6 -34.74 0.653 38.51 59.01 19.8

11 TEST FACILITIES Smart -0.6 -0.59 0.994 100.00 100.59 0.0

12 COMP PROGRAMS Pino -0.2 -0.23 0.998 46.46 46.56 101.2

CAMs: Apply CAM/IPT filter to isolate elements

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BCWP Verification

Apply BCWP Verification view at lowest level Apply CAM/IPT filter if desired Provide to CAM and IPT leader

◦ Ask them to correlate the reported current and cum BCWP with the technical status

WBS Number LVL Description BCWS Cur BCWP Cur BCWS BCWP % Compl BCWR BAC

1 3600 3 PCC 442.8 438.8 1,692.8 1,681.4 28.99 4,119.2 5,800.6

2 3300 3 AUX EQUIP 159.4 129.4 759.8 666.6 27.57 1,751.6 2,418.2

3 3100 3 SENSORS 153.0 140.2 397.4 360.8 20.87 1,367.6 1,728.4

4 3200 3 COMMUNICATIONS 199.4 168.4 910.6 707.4 34.63 1,335.6 2,043.0

5 [G&A] 2 GEN & ADMIN 149.6 137.2 662.0 623.0 33.67 1,227.4 1,850.4


Emerging Cost and Schedule Problems

Custom filters and views


Recommendations for CAM AnalysisCharts


Chart What it Does

Cumulative Variance ($, %)

Shows cum data trend lines (CV, SV, VAC) by either $ or %(good for trend analysis and forecasting)

Current Variance ($, %)

Shows current data lines (CV, SV) by either $ or % (good for spotting problems in current period, sudden shifts)

CPI and SPI Shows past trend lines for cost and schedule efficiencies

Cumulative Element Performance

Shows past performance data plus future

EAC Shows total BAC, EAC, and Cum CPI EAC

IEACs vs. Ctr EAC column

Compares three calculated EACs to CAM’s EAC

Best Charts for CAMs


Charts for Evaluating Performance

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2008JAN

Cumulative Variance PercentMEGA HERZ ELEC & VEN 1 OTHER OTHER Name: PCC Element: 3600

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COST -17.62-23.32-36.45-26.08-12.79-23.08-15.91-14.40-10.170.00SCHED -0.67-0.590.7214.494.382.20-0.90-4.58-24.363.57VAC -3.23-3.37-3.37-6.36-6.36-6.36-5.64-5.64-5.64-5.64

Cumulative Variance Percent

0.750

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2008JAN

CPI and SPIMEGA HERZ ELEC & VEN 1 OTHER OTHER Name: PCC Element: 3600

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SPI 0.9930.9941.0071.1451.0441.0220.9910.9540.7561.036CPI 0.8500.8110.7330.7930.8870.8130.8630.8740.9081.000

CPI and SPI


Charts for Checking EAC Realism

5.00

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2008JAN

IEACs vs. Ctr EAC columnMEGA HERZ ELEC & VEN 1 OTHER OTHER Name: PCC Element: 3600

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CPI EAC 6.8226.8417.5696.4845.8016.3305.9615.8845.6665.143WtdCostSch 6.4476.3026.5555.4565.3765.6535.5665.6326.1755.053CPI * SPI 6.8556.8737.5235.7675.5826.2026.0136.1597.4704.967EAC 5.9885.7345.7345.4705.4705.4705.4335.4335.4335.433

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Estimates at CompletionMEGA HERZ ELEC & VEN 1 OTHER OTHER Name: PCC Element: 3600

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BAC 5.8015.5475.5475.1435.1435.1435.1435.1435.1435.143LRE 5.9885.7345.7345.4705.4705.4705.4335.4335.4335.433C UM C PI 6.8226.8417.5696.4845.8016.3305.9615.8845.6665.143

EAC

IEACs vs. Ctr EAC column


Recommendations for CAM AnalysisReports


Report What it Does

CAM Report Performance data, with color trends. Future BCWS vs. ETC

Color Trends Color trends (data value, color, arrow) for past twelve months

EAC Realism Shows 4 checks of EAC realism, with narrative

Six Period Summary

Tabular data (current, cum, at complete, range of calculated EACs)

AI Narrative Assists with interpretation of data

Banded Validity Performs 25 validity checks on data. (Filter for CAM)

Best Reports for CAMs

Custom ReportCAM Report

CAM Report

(based on color threshold code written by Mitch Mueller, LM)

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Toggle between $ and hours

Custom ReportColor Trends

Color Trends

(based on color threshold code written by Mitch Mueller, LM)

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Weights for Cost + Schedule Forecast: Cost = 50.0% Schedule = 50.0% Forecasts are summed from lower levels.

Notes

Evaluate the EAC against the linear regression formula. Note that this is not a curvilinear function, but a straight line projection.

28,643.9Linear Regression

28,389.4Contractor's EAC

Method 4 - Compare EAC to Regression Forecasts

Compare the EAC to range of statistical EACs.If the EAC is below the range, it appears to be unrealistic based on past performance.If the EAC is within the range, it appears to be realistic based on past performance, but evaluate its position within the range.If the EAC is above the range, it may be too pessimistic, unless it is based on knowledge of future risks.Compare the EAC to the range of User EACs (if input).

28,389.0SPO EAC

30,169.8•User EAC (max)

29,580.8•User EAC (most likely)

28,663.8•User EAC (min)

User Input EACs

28,696.0•CPI*SPI

28,600.9•MICOM (CPI6*SPI)

28,525.8•Weighted Cost Schedule

28,512.7•Cumulative CPI

28,414.7•CPI (6 period average)


30,874.7•Current Period CPI

wInsight Independent Statistical Forecasts


Method 3 - Compare EAC to Statistical Forecasts

The EAC is relatively consistent with cost efficiency to date.

-0.007Comparison of CPI to TCPI-EAC

1.002TCPI-EAC

0.995CPI

Method 2 - Comparison of CPI to TCPI-EAC

The cumulative cost variance to date is worse than the projected final cost overrun. The EAC appears to be optimistic or may be outdated.Cumulative cost performance is overrunning; but final costs are expected to come in at the budget value.

0.0VAC

-36.0Cum Cost Variance

Method 1 - Comparison of CV to VAC

Element Code: 1000Element Name: MOH-2

As of: JAN 04Contract Name: MOH-2Contract Number: F04695-86-C-0050Contractor: MEGA HERZ ELEC & VEN

Project Officer: JonesOffice Symbol: JDHD

EAC Realism - Work Breakdown Structure (Dollars)


Notes






28,389.0SPO EAC




User Input EACs

28,696.0•CPI*SPI












1.002TCPI-EAC

0.995CPI



0.0VAC








Notes






28,389.0SPO EAC




User Input EACs

28,696.0•CPI*SPI












1.002TCPI-EAC

0.995CPI



0.0VAC








Notes






28,389.0SPO EAC




User Input EACs

28,696.0•CPI*SPI












1.002TCPI-EAC

0.995CPI



0.0VAC







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EAC Realism Report


Banded Validity

Author: Mitch Mueller, LMCO


Recommendations for CAM AnalysisWorkspaces


WorkspacePast PerformanceFuture PerformanceVAR Input

CAM Dashboard

Best Workspaces for CAMs


Workspace – Past Performance


Workspace – Future Performance


Workspace – VAR Input


Workspace – CAM Dashboard

“Punch list”Maximum each in turn


Analyzing Significant Variances

Analyzing Individual Elements

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1. Double click to make it Active Element

2. Standard sort window Is it a significant cost or schedule driver? Look at trends (arrows) Compare colors for SV, CV, VAC

3. Evaluate trends on charts Cum and Current Variance ($ and %) CPI and SPI Evaluate BAC/EAC changes on EAC chart

4. Review reports Validity Report AI Report Six Period Summary Report CAM Report Color Trends Report

5. Analyze schedule metrics Apply Schedule view Apply Emerging Schedule Problems

view Open SPI chart and analyze trends Open Schedule Analysis report Evaluate trends and compare to network

schedule

6. Analyze cost metrics Apply Cost view Apply Emerging Cost Problems view Open CPI chart and analyze trends Evaluate monthly burn rate on Six Period Summary Report

7. Integrate analysis of cost and schedule trends Customer: Read Format 5 Contractor: Perform root cause analysis

8. Analyze contractor’s EAC for realism Apply ***EAC Realism view

Compare CV, VAC color trends Evaluate EAC Realism field

Open IEACs vs. Ctr’s EAC column chart Review EAC Realism custom report

9. Project future performance Apply Risk vs. Work Remaining view Generate EAC or range of EACs Project schedule dates (use IMS)

10. Input Format 5 or User Narrative

11. Discuss with PM and IPT lead


Provide the right information to the CAMs◦ But don’t overwhelm◦ Provide guidance, roadmap, punch list, desktop

instruction◦ Meet their needs

Presentation available:◦ www.winsight.weebly.com/winsight-resources.htm

Custom reports and wscustom.xml available:◦ www.earnedvalue.biz

wInsight Resources wInsight Custom Reports

In conclusion..

http://www.winsight.weebly.com/winsight-resources.htm

http://www.earnedvalue.biz/


If you build it, they will come

Documents

101 Tips & Tricks – the CAM Edition Eleanor Haupt, EVP Earned Value Associates LLC