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

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

2007 Lockheed Martin Corporation

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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 E-mail lists; ETC Projection Stability and Validity; and Earned Value Margin of Error.


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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


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Lockheed Martin Systems Integration - Owego

Havant, UKUK Integrated Systems

Kanata, Ontario

Owego, NYSystems Integration - Owego Headquarters

Pax River, MD


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Ground Based Systems

Land-Based IEW Systems for RF Direction

Finding and Situational Awareness

Tactical Wheeled Vehicles for

Cargo and Personnel Transport


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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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• Electronic Surveillance • Targeting• Processing

• Electronic Surveillance • Targeting• Processing

SubsystemsSubsystemsSubsystemsSubsystems

• Avionics Suites• Integrated Electronic Warfare• Avionics Suites• Integrated Electronic Warfare

IntegratedIntegratedSystemsSystems

IntegratedIntegratedSystemsSystems

• Prime Contractor• TSPR• TSPI• RTOC

• Prime Contractor• TSPR• TSPI• RTOC

PlatformPlatformIntegrationIntegrationPlatformPlatform

IntegrationIntegration

• Family of Systems• Cross Domain

Integration• Networked Platforms

• Family of Systems• Cross Domain

Integration• Networked Platforms

SystemSystemofof

SystemsSystems

SystemSystemofof

SystemsSystemsSystems Integration


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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


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Program Management Systems

ScheduleTool

Risk Modeling

Risk Management

EVMSystem

CostEngine

PerformanceAnalysis

MicrosoftProject

Legacy WebIDE/Portal

DeltekGlueViewer

wInsightAdmin

Legacy Cost Engine

Legacy REMS

DeltekRisk+

wInsight Web


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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


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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


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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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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


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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


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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)

https://deltek.custhelp.com/


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Report: Future Period Summary

Custom Report:Add PctSpentEACAdd Security Bannerfor the current element

HTML Document


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Report: Future Period SummaryAdding 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>



</SCRIPT></TD>



</SCRIPT></TD></TR>HTML Document


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Report: Prior Period User Narrative

Custom Report:Reporting historical fieldsfor the current elementwith simple highlighting HTML Document

HTML Document


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Report: Future Period All Rows

Banded Report:Reporting historical fieldsand future fieldsfor all selected elements

HTML Document


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Report: BAC/EAC/VAC Delta between Periods

Banded Report:Calculating the differencebetween two periodswith simple formatting


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Report: EOC (Units) vs Total Dollars Delta

Modify existing EOC Report to highlight differences


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Report: VAR Analysis Tiering Elements

Banded Report by Query*Selection of Tiering (Children) Elements of the Current Element HTML Document


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Report: Percent Thermometer

Complex Formattingfor “graph”Complex Evaluationsof SV in accounting months

HTML Document


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Report: Quick Status with Schedule Variance in Accounting Months

Complex Evaluationsof SV in accounting monthsfor all selected elements HTML Document


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Report: 30/60/90 Day Outlook

Evaluating Historical and Future Dataand highlighting exceptionsfor the Current Element


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Report: 30/60/90 Day Outlook All Rows

Evaluation of Historical and Future Datafor all selected Elements


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Report: Future BCWS and ETC Trend Audit

HTML Document

HTML Document


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Report: VAR Statistics and Email Distribution Lists

HTML Document


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Report: Element Start Finish Dates


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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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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

mailto:[email protected]?subject=Deltek 1402

mailto:[email protected]?subject=Deltek%201402

Questions


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The End

Documents

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