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Steelray Project Analyzer > Project Analyzer Documentation file:///C|/Program Files/Steelray Software/Steelray Project Analyzer/Help/main.html#tour[11/2/2011 5:08:29 PM] Steelray Project Analyzer Project Analyzer Documentation spa online steelray.com criteria reference project viewer Support is available at steelray.com. Steelray Project Analyzer User Guide Steelray Project Analyzer boasts a variety of new features and tools that you can use to ensure that your project is on the right track. The help topics below will walk you through utilizing simple and advanced features of Steelray Project Analyzer. A Brief Tour of Steelray Project Analyzer Project Files & Sets Using SPA With Project Server 2007 Using SPA With Primavera P6 Using Filter Builder Using Pre-filters Creating Simple Reports Performing an Analysis Using the Scorecard Using the Scorecard With Overall Score Create Advanced Reports Report Sets Using Report Templates Designing Custom Report Templates Analysis Sets Managing Report Criteria Sharing Reports Categorizing Criteria Using the Field Mapping Tool A Brief Tour of Steelray Project Analyzer Steelray Project Analyzer has a navigation feel similar to Microsoft Outlook. A list of items and folders are built on the left hand side. Clicking on the items in the navigation pane displays the appropriate settings for the item in the right-hand pane. The list on the left is grouped into two categories. Projects and Reports. One item from each group is required to perform an analysis. You can create and manage items in the list on the left using the right mouse button. For example, right clicking on Project file in the list would give properties and options for that specific file. The bottom left section reports whether or not Steelray Project Analyzer can begin

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Steelray Project Analyzer > Project Analyzer Documentation

Steelray Project Analyzer Project Analyzer Documentationspa online steelray.com criteria reference project viewer Steelray Project Analyzer boasts a variety of new features and tools that you can use to ensure that your project is on the right track. The help topics below will walk you through utilizing simple and advanced features of Steelray Project Analyzer. A Brief Tour of Steelray Project AnalyzerSupport is available at steelray.com.

Steelray Project Analyzer User Guide

Project Files & Sets Using SPA With Project Server 2007 Using SPA With Primavera P6 Using Filter Builder Using Pre-filters Creating Simple Reports Performing an Analysis Using the Scorecard Using the Scorecard With Overall Score Create Advanced Reports Report Sets Using Report Templates Designing Custom Report Templates Analysis Sets Managing Report Criteria Sharing Reports Categorizing Criteria Using the Field Mapping Tool A Brief Tour of Steelray Project Analyzer

Steelray Project Analyzer has a navigation feel similar to Microsoft Outlook. A list of items and folders are built on the left hand side. Clicking on the items in the navigation pane displays the appropriate settings for the item in the right-hand pane. The list on the left is grouped into two categories. Projects and Reports. One item from each group is required to perform an analysis. You can create and manage items in the list on the left using the right mouse button. For example, right clicking on Project file in the list would give properties and options for that specific file. The bottom left section reports whether or not Steelray Project Analyzer can begin

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Steelray Project Analyzer > Project Analyzer Documentation

analyzing. As mentioned, the two things required to begin analysis are at least one project and report item. When these items are checked in the list, the arrows turn into checkmarks as shown below.

When the Analyze button is clicked, the progress of the analysis is displayed in the right hand pane. Analysis can be cancelled at any time.

When scoring completes, the selected reports will be displayed in the Final Outputs section. Click any of the hyperlinks next to the report name to display that particular report. [contents] Project Files & Sets Items in the Project list can contain single Project files or multiple Project files that are represented as a set. Adding Single Project Files The simplest means of getting started is to add a single Project file. For the sake of a simple and quick demonstration, start by adding a single file. To do so, simply right click on the Projects node of list and select Add Project File as shown below.

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Steelray Project Analyzer > Project Analyzer Documentation

Select any Microsoft Project file on your computer and click OK.

There is now a new entry under the Projects list. [contents] Create Project Sets Project sets are simply a grouping of one or more Project files. This is particularly convenient if there is a logical collection of projects that need to be analyzed on a regular basis. If the Project files already exist within the Projects list, place check mark by each item, right click and select Create Project Set From Selected.

Alternatively, you can create a project set from scratch. To begin, right click on the Projects item in the list and select Create New Project Set.

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Steelray Project Analyzer > Project Analyzer Documentation

Once the Project Set is created, right click on the folder to add a project file to the set, or select the link at the bottom of the set that reads Click here to add more. [contents] Using SPA With Project Server 2007 This version of Project Analyzer supports Project Server 2007 natively. Previous versions of Analyzer could utilize projects from Project Server, but they must be first opened in Project. With this release, SPA communicates directly with the server. This involves some additional configuration which may require an administrator. To do this, click the Configure Project Management Platforms option from the Tools menu.

For starters, place a check mark next to Project Server 2007. This will enable the Settings link. Click the Settings link to specify information about the location of your Project Server. Example:

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Steelray Project Analyzer > Project Analyzer Documentation

Note: This screen matches the settings that are listed within Microsoft Project under the Collaborate tab on the Options screen under the Tools menu. Upon configuring the Project Server settings, the list of available projects will be pulled from server. During task extraction, the tasks will also be pulled from the server. Filters will be executed locally. Projects and project sets are composed the same as they were with Project mpp files. Project files and projects in Project Server can be used together. If both files and server is enabled, a prompt will be displayed to ask where the source of the project is located. Sets cannot mix platforms, however, multiple sets of different types can be scored. [contents] Using SPA With Primavera P6 This version of Project Analyzer supports Primavera P6 natively. SPA communicates with the Primavera database directly. As a result, database credentials are required. If you are unsure of these settings, an administrator may be required. To add Primavera support, click the Configure Project Management Platforms option from the Tools menu. Note: if you selected Primavera P6 in the installation, this step isn't necessary.

Place a check mark next to Primavera P6. This will enable the Settings link. Click the Settings link to specify information about the location of your Primavera database. Example:

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Steelray Project Analyzer > Project Analyzer Documentation

Authentication Type Select Windows if the Windows login credentials are used to authenticate against the database. If a separate user name and password are required, select Database. This will enable the Login Name and Password fields. Database Type SPA supports both SQL Server and Oracle. Please select the database server in use within your organization. Database Server Name The location and instance name of the SQL Server or Oracle database where the Primavera resides. Login Name If the authentication type is Database, this field represents the user name accepted by the database server. Password If the authentication type is Database, this field represents the password accepted by the database server. Database Name The name of the Primavera project management database. User Name The name of the Primavera project management database. [contents] Using Filter Builder The filter builder allows you to build once, use anywhere. Filter builder performs task evaluation within Steelray Project Analyzer instead of within each respective project management planning package. This also allows for greater portability of filters as they can be shared among teams simply by distributing the report. Filter builder is invoked from the Tools menu by selecting the Filter Builder... menu item. By default, the list of filters is empty.

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Steelray Project Analyzer > Project Analyzer Documentation

Click the New... button to add a new filter, the Edit... button to modify an existing filter or Delete to remove an existing filter. Adding or modifying brings up the heart of filter builder's functionality.

In this case, a filter was created to test if a task is marked as Critical. The first item is the field name, which in this case, is simply Critical. Next, we select an operator. In this example, Equal to. Since Critical is a Yes/No field, we're testing for the value that is equal to Yes or True. Once each item is selected from the drop down, click the Add button. This adds this evaluation to the list. This is important to note because multiple conditions can be chained together for a task to evaluate to true or false. For example, if we wanted only non-summary tasks that have started, the following conditions in the filter could accomplish this.

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Steelray Project Analyzer > Project Analyzer Documentation

We have strung together two conditions that must be true for the entire filter to evaluate to true. To get to this point, we first selected Summary NotEqual to Yes. Then click the Add button. Now select the And item from the first drop down, followed by PercentComplete from the field name drop down. The test condition is GreaterThan and the value is 0. Click Add once again to put this condition into the evaluator. If a condition was added inadvertently, click the condition in the list and click the Remove Row button to delete this condition from the list. [contents] Setting Up Pre-filters Pre-filters are available are applied to Project files before an analysis is performed. For example, if the analysis should only be performed on tasks that are critical, you can create a filter that is executed before the analysis begins. Filters are applied on a file-by-file basis. To configure a pre-filter, select the Configure... link in the project list. Note: Project Analyzer reads the list of Project filters available from each file. Project Analyzer will attempt to open the file to read this list before proceeding.

Based on our previous example, this would be a simple way to display only critical tasks. Alternatively, a Project Filter may be used as well. Select the Use Project Filter button and select a filter from the list. [contents]

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Steelray Project Analyzer > Project Analyzer Documentation

Creating Simple Reports A Scorecard report is configured by default within Project Analyzer. Without any further configuration, a scorecard will produce robust analysis data for each Project file or set. Similar to single Project files and project sets, a stand-alone single report can exist in the list, or reports can be grouped together as a set. In this section, we'll add a single report and go over the settings. To add a report to the list right click on the Reports item in the list and selecting Add Report.

Steelray Project Analyzer ships with a number of reports. Some contain settings to allow for further customization. This will be discussed later in the Create Advanced Reports section. In this example, we will select Simple List and name the report My Simple List.

To configure a report, left click on the report item (in this case, My Simple List) where criteria items can be selected for display. By default, all criteria is in the right hand list, which means that these criteria items will be displayed in the report. The screen below shows all of the fields moved back to the left. This setup would not display any fields in the report.

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Steelray Project Analyzer > Project Analyzer Documentation

Use the back and forth arrows to add and remove items from the available and displayed sections. To show all of the fields, click the >> to move all of the fields to the right hand list in the Displayed Report Fields section. When satisfied with the report items, click on the Output To tab to configure how the score will be rendered.

Project Analyzer comes ready to communicate with a number of popular Microsoft Office products including Word, PowerPoint and Excel. For our scorecard, we're simply going to render the results to the screen. Note that the screen output has no settings. If the output were going to any of the other outputs, further configuration would be required. The other outputs will be discussed in the Create Advanced Reports section. [contents] Performing an Analysis Now that the Project file and report items are setup, an analysis can be performed. To get started, select one or more project file from the Projects list and one or more reports from the Reports list. When this is accomplished the Analyze button will light up, as shown below.

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Steelray Project Analyzer > Project Analyzer Documentation

Click the Analyze button to begin the analysis. When the analysis process completes, the scorecard will be displayed with the items selected in the report. [contents] Using the Scorecard One of the most identifiable pieces of Steelray Project Analyzer is our scorecard. Being one of the most visible pieces, we receive a lot of feedback and incorporated much of that feedback into our new design. This help topic will walk you through the new scorecard and its functionality.

We've built upon our existing functionality with the items outlined above. Inline Printing The print button is located on the scorecard toolbar for quick access to printing. Improved Report Header The name of the project and the report name is displayed prominently. Resizable Headers Just as in Windows Explorer, a column header can be resized so that the data you want to see is shown. Column sizes are remembered between analysis. Sortable Columns

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Steelray Project Analyzer > Project Analyzer Documentation

The figure above demonstrates sorting on the criteria name. The up arrow indicates which column is being sorted and in which direction. In this case, the criteria name being sorted ascending. Click the column name again to sort the criteria name descending. All of the columns are sortable by simply clicking the column header. Draggable Columns If you are not satisfied with the order of the columns, they can now be moved. Simply click and a column header with the left mouse button and hold (drag) the header in front of another column header. The dragged header will land in front of the existing column and the existing column will be pushed to the right. All of the column sizes will be remembered between analysis. [contents] Using the Scorecard With Overall Score Steelray Project Analyzer has introduced an addition to the standard scorecard report. An overall scorecard is a scorecard with a final score that you determine. Each criteria can be weighted either with an arbitrary value or based on the color ranking (Green = 3, Yellow = 2, Red = 1). This allows you to weight schedules to your organization specifications. The overall scorecard is a scorecard report with additional settings. To begin, the overall scorecard is a report just like any other report in Steelray Project Analyzer. To create an overall score card, right click on the Reports node and select Add Report. The Scorecard with Overall Score is a new report that can be selected from the list. This report is different than the other because it requires information up front to calculate the score.

The first screen determines how the score is computed. If the score is based on color, the schedule (input) and criteria definition will be used. For example, if criterion Effort Tasks declares Higher is Better and the green color threshold is greater than 50% and yellow is 30-49% and anything less than 30% is red, a score of greater than 50% will be green and assign a value of three. The yellow will assign a value of two and red, a value of one. The second option allows you to score by the raw percentage. This offers a finer granularity. Whereas the score based on color offers three values only, the percentage can offer a bit more vision when something is on the higher or lower side of the color spectrum. The second settings page allows you to configure how the overall score result is presented.

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Steelray Project Analyzer > Project Analyzer Documentation

A normalized scale will always be between 0% and 100%. 0% being the worst possible score and 100% being the best possible score. The raw score is simply a sum all of the weights times all of the scores. This number is arbitrary based on your own weighting. Note: When the normalized score option is selected (where 0-100% is the scoring range), there is an option to assign a letter grade to the score. The default scale is A+ = 100-97, A = 93-96.9, A= 90-92.9 down to F being anything less than 60. If you're not satisfied with the default scale, click the Scale Settings link to set your own scale. Applying your own arbitrary weights to criteria is done through the Criteria Manager.

From the Tools menu, select Manage Criteria. Click the Overall Score tab to set a weight. Notice that this screen gives you the ability to exclude certain criteria from weighting. When a criteria is

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Steelray Project Analyzer > Project Analyzer Documentation

not weighted, the score assumes a weighting of 1. When the report is configured to the desired specifications, a standard analysis can be performed that includes this report as an output. Everything about this report output remains with the exception of the overall score across the top.

As shown, the overall score (and grade, if selected) are displayed across the top to the right of the schedule name. If you're not satisfied with the way the score is presented, you can change the presentation after the fact.

Right click on your overall score report and select Report Settings. The wizard used to configure the report will be presented where all options can be modified as desired. [contents] Create Advanced Reports Simple reports are only the beginning of the reporting capabilities in Project Analyzer. There are a number of other report styles out of the box. They include:

Excel Analyzer Scorecard Float Distribution Report Hard Constraints Report Matrix

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Comparison

The first three reports have a specific format and purpose. Matrix and Comparison reports are flexible and therefore require additional setup, which will be detailed further down. Excel Analyzer Scorecard - This report mimics much of on screen scorecard provides. However, it is put into a native Excel format. Microsoft Excel is required. Float Distribution Report - Displays total float range of unfinished tasks & milestones. Comparing "in progress", near term and long term for effectiveness of schedule reserve. This report is rendered in Microsoft Word. Microsoft Word must be installed to use this report. Hard Constraints Report - This report will identify all hard constraints in a schedule. The hard constraints are must finish on (date), must start on (date), start no later than (date) and finish no later than (date). Each of these reports do not require criteria selection but do have additional settings that can be configured. These are typically settings that fine tune the look and feel of the final output and not necessarily the calculations. [contents] Matrix Report A matrix report contains custom criteria definitions. The definitions are laid out vertically and horizontally on the report surface.

To build a matrix report, select criteria items from the list on the left. Place the items across the top and left. An item can only be placed in each list one time. When the matrix report is generated, a cross section of scores is produced. For example, in column 1, row 1 where the top level criteria is Summary Tasks and the left hand side criteria is Incomplete Tasks the score would represent tasks that were summary and incomplete. [contents] Comparison Report The Comparison report type allows the user to see criteria over time. The project set should be a collection of versions of the project files. The report configuration is the same as the simple list report. You may select the criteria from the criteria library for analysis just as you would in the

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Steelray Project Analyzer > Project Analyzer Documentation

simple list. The difference between the simple list and the comparison report is that each of the projects in the set will be listed along the top of the matrix and each criteria score will be listed across the left side. This report requires two or more Project files. [contents] Report Sets Report sets, like project sets, are simply a grouping of one or more report definitions. This is particularly convenient if there is a logical collection of reports that need to be analyzed on a regular basis. If the report definitions already exist within the Reports list, place check mark by each item, right click and select Create Report Set From Selected.

Upon navigating to a report set, a list of reports that are contained within are displayed, similar to the screen above. Click on the report name to modify the settings or items that this report contains. To add a new report item to this set, click on the hyperlink at the bottom of the screen. [contents] Using Report Templates A significant feature has been introduced in Steelray Project Analyzer which allows for customizing output in various Microsoft Office products. Out of the box, Steelray ships with templates for use with simple list, matrix and comparison reports. These can be found in the Templates folder off of the main installation folder (C:\Program Files\Steelray Software\Steelray Project Analyzer is the default location). These templates are ready for use. For example, we can use a report template to output a Simple List report to Microsoft Excel. Start by creating a Simple List report. Move the desired fields over to the Displayed column. Now click the Output to tab and select the Excel output as shown below.

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Steelray Project Analyzer > Project Analyzer Documentation

Next, click the Settings link to configure a template.

Click on the Browse... button and navigate to the Templates folder. By default, this is located in the C:\Program Files\Steelray Software\Steelray Project Analyzer folder. The file is named Scorecard Analysis.xls. Next, select the desired output folder. This is where the template and data will be merged to form the final output. Optionally, you may create the task sheets that are associated with each item. This means that each Project task that matches for a particular criteria will be created in an Excel sheet for easy reference. Steelray also ships with templates for Word, PowerPoint and HTML. There are also templates in each of these formats for Matrix and Comparison reports. Note: You must have Microsoft Excel 2003 or later installed to use Microsoft Excel templates. [contents] Designing Custom Report Templates In addition to using the templates that are already in Project Analyzer, you may also customize your own templates. The report templates that ship with Steelray Project Analyzer are not proprietary. However, there are some specific commands that tell Project Analyzer where to begin placing analysis data. This allows for you to add formatting, logos and other static content around the dynamic scoring data. As an example, we can open up the Excel template that ships with Steelray Project Analyzer within Microsoft Excel.

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Steelray Project Analyzer > Project Analyzer Documentation

The static content such as the name, Scorecard Output, the Steelray logo and the heading are all very clear within the spreadsheet. Notice that the area highlighted in red contains markup to dictate where the scoring values begin and which values to place where. All of the special tags for Steelray begin and end with braces ({ }). If we want the name of the criteria, the tag is {Name}. This tells Project Analyzer to substitute the tag with the actual name of the criteria. The tags that Project Analyzer recognizes are: {Name} - This is the actual name of the criteria component. {Count} - The number of tasks that matched during analysis. {Description} - The user defined description for this criteria component. {Thresdhold1} - The left side, or lower end of the scoring threshold. {Threshold2} - The right side, or higher end of the scoring threshold. {GradeType} - Indicates the grading type as HigherIsBetter, LowerIsBetter, Ideal, NoGrade, Boolean {Score} - The final score for this criteria. Now it is possible to add your company logo, color scheme and most anything else available within the Microsoft Office product line to make the final report look exactly how you'd like. To apply dynamic information to matrix and comparison reports, the tags are a bit different. Since these reports are always represented as tables, it is necessary to specify where the top and left hand axes begin. The two parameters that are required are {x-axis} and {y-axis} as illustrated below.

Note: Matrix and Comparison reports only support name and score.

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Steelray Project Analyzer > Project Analyzer Documentation

[contents] Analysis Sets Analysis sets are simply sets of sets. Analysis sets group project items and report items into a single unit. When grouped, a set can be selected with a single click. To create an analysis set, select the items in the Project and Report lists that are to be a part of the analysis set. Right click on either the Project or Report items in the list.

Finally, name your analysis set. This set name will be referenced in the analysis drop down list and can be used to start a score automatically from the command line. In this sample, simply accept the default set name of My Analysis Set. Now the items that belong to this can be selected at any time in the future by picking My Analysis Set from the analysis set down list.

[contents] Managing Report Criteria Report criteria definitions are managed in a single place. A single definition can be used in an unlimited number of reports. To begin modifying report criteria select Manage Criteria from the Tools menu.

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Steelray Project Analyzer > Project Analyzer Documentation

Edit Window Toolbar The Edit Window toolbar contains the buttons that allow you to save changes, close the window, move criteria up and down the list, etc. Criteria List The criteria list displays a list of the criteria that have been loaded into the active criteria set. Selecting an individual criteria by clicking on its name in the criteria list. Criteria Name Scoring Tab You can name the criteria whatever name you choose. There are two methods for scoring, and the scoring area allows you to select which method to use, as well as the specific filter or library criteria to use. Grading Tab Threshold Area You use the Grading Area to specify which side of the scale (lower, higher, or ideal value) is "better." The threshold area is used for setting the values that constitute green, yellow, and red indicators in the score strip. Description Prerequisite Criteria Used to enter or change a description of the criteria. This section forces conditions within other criteria situations to be true before considering the score of this criteria valid. You may assign one or more prerequisite criteria to this criteria.

The Scoring Tab

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Steelray Project Analyzer > Project Analyzer Documentation

The Scoring Tab allows for either a filter within Microsoft Project or a custom built library to be selected as the source for scoring the tasks within the Project. The two radio buttons allow you to make specify the source. When the Project Filter is select, Steelray Project Analyzer will automatically query Microsoft Project for its available filters. This list will be displayed when you click the filter link. If only one filter is selected, a count of all the tasks that match the filter will become the final score. If two filters are selected, the top filter's count becomes the numerator and the bottom filter's count becomes the denominator. The score is then the ratio of the two numbers represented as a percentage. The same concept can be applied to filters that have been constructed in SPA. The SPA filters are internal to Project Analzyer, see the Using Filter Builder topic for more information regarding configuring SPA Filters.

The Grading Tab

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Steelray Project Analyzer > Project Analyzer Documentation

The grading tab presents a number of options related to how the scores are graded. The first group of options called Scale determine how the numbers relate to the colors. In most situations, green is considered positive or acceptable, yellow is acceptable but requires attention and red is negative or unacceptable. No Grade - Indicates that no color is assigned to this criteria. This is useful in a situation where the score is simply informational and does not have an impact on the schedule. Higher is Better - Indicates that a higher score is better. The bar is drawn from red to yellow to green in a three color situation. Red to green in a two color situation. The higher the score, the further into the green and the better the score. Lower is Better - Indicates that a lower score is better. The bar is drawn from green to yellow to red in a three color situation and green to red in a two color situation. The lower the score, the further into the green and the better the score. Ideal Value is Best - Indicates that a value in the middle is better. The green bar is drawn in the center based on the value and the yellow and red values extend to the right and left. The closer the score is to the ideal value the better score. The further away in either direction, the worse the score. In a simple case where 50 is the ideal value, 50 is a perfect score. Scores of 75 and 25 are equally bad with this scale. Yes or No - Simply red or green. A score of greater than 0 is considered green. Indicators Indicators will tell the scoring module if two or three colors should be used when displaying the scale on the score card. This is applicable to all grading types except for the No Grade, which displays no color and the Yes or No scale which displays red or green only. Thresholds Thresholds tie score values together with colors on the scorecard. As options are selected, the way the color bars are drawn will change. In the sample above, the 3 color, lower is better scale is shown. The thresholds are 25 and 75. This indicates that the green begins at 0 and runs to 25. The red begins at 75 and runs to 100. In the 3 color configuration, this means that the yellow area is between 25 and 75. In a two color situation, there would be a single value to demark where green ends and red begins.

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Prerequisites

The prerequisites are a list of criteria that must obtain a certain score before the main scoring calculation can be considered valid. For example (shown above), the score for Delinquent Tasks may not be considered valid if Out of Sequence Tasks does not receive a green grade. All prerequisites must be satisfied before the score is considered valid. To create a prerequisite, simply click on a new row on the far left. This will create a new row. Select fields for each of the three drop down lists. The left side is a criteria item, the middle drop down is an operator and the right side is the score. [contents]

Changing CriteriaEveryone won't agree on how a project schedule should be graded. The power in SPA lies in being able to customize the criteria to suit the needs of your organization.

Deleting Existing CriteriaDeleting a criteria is a two step process: 1. Click on a criterion in the criteria list so it is active in the Criteria Manager window. 2. Click on the Delete button below the criteria list.

Creating CriteriaThe fastest way to create new criteria is to use criteria built into the criteria library that ships with Project Analyzer.

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Steelray Project Analyzer > Project Analyzer Documentation

Selecting the Scoring tab and clicking Criteria Library allows you to select pre-defined criteria. Next click the New button as highlighted. Begin typing a name for your new criteria. [contents]

Sharing ReportsExportingTo begin sharing reports, select a report in the Reports tree. Next, right click on the report(s) and select Export Selected Reports. You may also select Export Selected Reports from the File menu).

The filename and destination selected in this screen will contain all of the settings for the exported report(s). A protected report will not add the criteria to the importer's criteria library and will not allow the importer to modify the report. The report is completely self contained and the criteria and thresholds cannot be changed. This situation is desirable when a standard report with predetermined criteria and thresholds are agreed upon and should not be changed by those who are running this report. This can ensure a certain level of report fidelity. Once the file is exported, it can be delivered to the recipients through normal file distribution means such as email attachments or network shares. When the end consumer receives the

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Steelray Project Analyzer > Project Analyzer Documentation

export file, they must select Import->Import Report from the File menu. When prompted, select the export file from the location it was saved. Upon a successful import, the imported report will appear in the Reports tree. [contents]

Categorizing CriteriaIntroductionSteelray ships with a number of criteria within our library with new criteria being added. Couple this fact with the capability of adding custom criteria and filter based criteria and the task of locating just the item you're looking for becomes time consuming. This is where criteria categories becomes necessary. By default all of the criteria can be found underneath the top level "[All Criteria]" item. All items, whether Steelray or user created can always be found in this grouping. To begin creating your own groups, you can right click on the the [All Criteria] item and select Add Category.

Once created, you can place a check mark next to the criteria youd like to add to your new category and right click. A sub-menu will show two choices, select Add Selected Criteria to this Category and another sub-menu will show all the categories where the selected criteria can be added. Left click the desired category and the selected criteria will be copied to the chosen category.

Finding CriteriaThe criteria categories are also equipped to perform fast inline searches. This functionality is designed to help you quickly locate criteria by name or description.

In the sample above, the text "inc" was entered into the search field. This searched all available categories for any criteria that contained those letters. Place a check next to the Search Name and Description checkbox and the description will be searched and the criteria items that match will be shown. [contents]

Using the Field Mapping ToolIntroductionIn a typical environment the field configuration tool will allow an you to map user-defined fields. The field mapping will be stored on the local machine for easy redistribution among members

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Steelray Project Analyzer > Project Analyzer Documentation

within the organization. A field definition file that is marked as read only cannot be modified by an end user similar to SPA files in Project Analyzer. The best way to look at the field mapping tool is as a global override. When Project Analyzer processes a score, it will look to see if the field is remapped via the mapping tool. If so, the mapped field will be used for scoring.

Using the Field Mapping ToolThe field mapping tool is located in the Tools menu with Steelray Project Analyzer. Select the Field Mapper... option to invoke the screen below.

In the illustration above, the WBS field has been mapped to Text1. What this means is that any criteria that references WBS will automatically be forced to pull the value from Text1 within Project. As mentioned, this can be configured from machine to machine, so if another user defines Text2 as WBS, they may configure this on their machine as such. To manipulate the mappings, use the Add, Change or Remove buttons. Each time an item is selected in the list, the Field Name, Provider and Mapping drop downs will change to reflect the selection. Clicking the Change button will modify the existing selection. Clicking the Add button will add a new mapping and clicking Remove will delete the current selection from the list. [contents]

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