testdatagraph - Milestones Professional · Actual Earned Value 12/10/2018 Project Funding Dashboard Earned Value Project Name WBS Number Baseline Cost Costs ... E 173,684 $5,611.00

Milestones Professional 2017 New Features © KIDASA Software, Inc. October 2016 www.kidasa.com

New in Vers ion 2017

Full undo feature, with the ability to undo up to 100 actions. An undo counter on the status bar indicates how many actions can be “undone.”

Intuitive CTRL-A to select either all symbols or all tasks.

Independent date headings can be attached to task rows.

View the selected symbol in the status bar.

Add a web or file link to any freeform text block.

Choose border line pattern and colors for free-form text blocks. Also, change the colors of individual lines of text.

Support for hi-res monitors.

It’s now possible to select a group of symbols and

shift their dates.

Show the after status (incomplete) version of a bar in the legend.

Design your own import symbology for Microsoft Project.

When linking to Microsoft Project, select a group of tasks to import.

Create a variety of schedules from Microsoft Outlook calendar or tasks using a simple wizard. Also, export a Milestones Professional schedule to Outlook as a task list.

Create a schedule from Excel and keep it up to date with a refresh.

Much more!

Undo up to 100 actions !

Freeform text—more customization

Hi-res monitor improvements

Show value on point or bar

Task date headings more f lex ib le

ONE TWO THREE FOUR FIVE SIX SEVEN

Level 1In Progress

Level 2In Progress

Level 3In Progress

Level 4In Progress

Level 1 Complete

Level 2Complete

Level 3 Complete

Level 4Complete

Population E-5Testing

Level 1In Progress

Level 2In Progress

Level 3In Progress

Level 4In Progress

Level 1 Complete

Level 2Complete

Level 3 Complete

Level 4Complete

June July

13 20 27 4 11 18 25

Page 1 of 1 10/20/2016

testdatagraph.mpp

Task name%

Complete

Task 1100.0%

Task 1-1100.0%

Task 1-2100.0%

Task 20.0%

Task 2-10.0%

Task 2-20.0%

Task 2-30.0%

0.0%

7/15

7/15

6/23 6/267/2

Des ign your own Project Import symbology

Show af ter status in legend


I m p r o v e d U n d o

Improved Undo 2017

A new Multiple Undo feature has been added to Milestones. Now all actions can be undone. You can set the number of actions that

can be undone from 1 to 100 (the default is 20). This is done using the Tools | Program Options | Edit screen:


Schedule presentat ion enhancements 2017

Line by Line Color for Freeform Text

Now, individual lines of free-form text can be colored.

Border choices for Freeform text

Change the color and the line pattern for individual blocks

of text..



Date headings attached to rows can be different than main headings

It is now possible to attach any single type of date heading to a row. Now, when you right-click on the menu to attach a date heading to a row, a

dialog appears that lets you remove the heading, attach a copy of the schedule headings, or a single independent heading of any type:



Legend can now automatically show after status (incomplete) version of symbols/bar

If you check the “Show After Status Settings” in the Legend Entry Edit screen, the legend will show the after status (incomplete) version of the symbols/

bar. This makes it easier for people who wish to show legend entries for both complete and incomplete tasks. They no longer need to manually create

an incomplete version of their symbols/bar:

Selectively suppress interior column dividers

It’s now possible to suppress the interior column dividers on just one side of the schedule:

Automatic Page Breaks

You can now insert Page Breaks automatical-

ly based upon outline level or number of

rows:

ONE TWO THREE FOUR FIVE SIX SEVEN

Level 1In Progress

Level 2In Progress

Level 3In Progress

Level 4In Progress

Level 1 Complete

Level 2Complete

Level 3 Complete

Level 4Complete

Population E-5Testing

Level 1In Progress

Level 2In Progress

Level 3In Progress

Level 4In Progress

Level 1 Complete

Level 2Complete

Level 3 Complete

Level 4Complete


DataGraph and ValueSet Enhancements 2017

2018 2019

Jul Aug Sep Oct Nov Dec Jan Feb Mar

Funds Exhausted

Funds Remaining

Over Funding Limit$0

$1,200

$2,400

$3,600

$4,800

$6,000Budget

$0

$823

$2,313$2,780

$3,561

$4,800$5,293

$5,721 $5,850Actual

Earned Value

12/10/2018

Project Funding Dashboard

Earned

Value

Project

Name

WBS

Number

Baseline

Cost

Costs

to Date

Remaining

Cost

$3,922 Building Improvements1 $5,850 $5,000

$1,300Bass Hall1.1 $1,300 $1,350

$0Approval/Meetings1.1.1 $0 $0

$500Design1.1.2 $500 $550

$800Construction1.1.3 $800 $800

$1,605Parlin Hall1.2 $1,650 $1,275


$1,400Design1.2.2 $1,400 $1,075

$205Construction1.2.3 $250 $200

$1,016Main Hall Tower1.3 $2,900 $2,375


$888Design1.3.2 $1,400 $1,075

$129Construction1.3.3 $1,500 $1,300

Funds Exhausted

Funds Remaining

Over Funding Limit

2019 2020

Q4 Q1 Q2 Q3 Q4

Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug

($2,000)

$0

$2,000

$4,000

$6,000

$8,000Budget

$849$1,466 $1,536 $1,871

$3,840

$6,436

$2,908

Actual

$525 $870 $1,134$1,876

$2,651

$4,545

$2,199

Government Contract Task Plan

WORK P

DESCRIP

% TASK

COMPLETE

AP

AP

TVP

FINAL

DP

DS

SDA

SDA

SEI

SEITEST MOTOR DESIGN AND

SUPPORT47%

ANALYSIS PLAN

54%

TEST & VERIFICA

TION PLAN

59%

DESIGN PLAN

56%

SYSTEM DESIGN ANALYSI

S

35%

SYSTEMS

ENGINEERING

16%

AP

AP

TVP

FINAL

DP

DS

SDA

SDA

SEI

SEI

AP

AP

TVP

REDLINE DRAFT

FINAL

DP

DS

SDA

SDA

SEI

SEI

PROJECT MILESTONES

2018

Feb'18 Mar'18 Apr'18 May'18 Jun'18 Jul'18 Aug'18

Baseline Track Revised Track Current Status

$0

$400,000

$800,000

$1,200,000

$1,600,000

$2,000,000Cumulative Baseline Costs

Cumulative Current Costs

$96,018

$376,129

$770,560$1,029,677

$1,307,972

$1,584,305 $1,601,305

Baseline Costs $96,018 $280,111 $394,431 $259,117 $278,295 $276,333 $17,000

Current Costs $96,222 $230,483 $288,141 $272,679

$0

$200,000

$400,000Baseline Costs

Current Costs

Baseline vs. Current Costs and Finish Dates

Project Status

Baseline

End

Baseline

Start

Revised

Finish

Start

Date 3.0

Percent

Complete

Baseline

Cost

Current

Costs

Cost

Variance

8/2/182/15/188/2/182/15/18 3.065%$1,601,30

5$887,525 $713,780

4/18/182/15/184/18/182/15/18Project 1100% $432,080 $433,000 ($920)

4/18/183/22/184/18/183/22/18Project 2100% $189,000 $48,775 $140,225

5/11/184/19/185/10/184/19/18Project 3100% $165,000 $165,000 $0

6/12/185/10/186/21/184/19/18Project 454% $317,225 $150,750 $166,475

6/20/185/31/186/28/185/21/18Project 550% $108,000 $90,000 $18,000

7/11/186/21/187/11/186/21/18Project 60% $203,000 $0 $203,000

8/2/187/12/188/2/187/12/18Project 70% $187,000 $0 $187,000

Assign default values to toolbox symbols

It’s now possible to add default ValueSet values to a toolbox symbol. Each

symbol can include a default for any or all of the 9 available ValueSets. This

makes it easy to build DataGraphs which rely on constant values.

Show the value next to the point or bar

A new ValueSet property makes it possible to display values near the point (point and line graphs) or near the bar for a bar graph.

2016

January February March

0

35,000

70,000Billed 67,05567,055

14,50514,505 11,36511,365

0100,000200,000300,000400,000500,000Pages

218,670218,670

410,014410,014

195,975195,975

Page 1 of 1

Press Productivity - Profit Analysis

PressTotal #

PagesBilled

Cost/

Page

Total

CostNet

A 91,443 $15,232.00 $0.12 $10,973.16 $4,258.84

B 74,776 $6,500.00 $0.06 $4,486.56 $2,013.44

C 197,118 $21,005.00 $0.08 $15,769.44 $5,235.56

D 71,076 $12,077.00 $0.08 $5,686.08 $6,390.92

E 173,684 $5,611.00 $0.09 $15,631.56 ($10,020.56)

F 125,452 $16,500.00 $0.12 $15,054.24 $1,445.76

G 91,110 $16,000.00 $0.13 $11,844.30 $4,155.70

34,444 pages10,000

22,333 pages500

12,333 pages4,232

22,333 pages500

7,777 pages5,000

22,333 pages500

22,333 pages500

22,333 pages500

24,444 pages10,000

8,000 pages5,000

120,008 pages5,005

22,333 pages500

22,333 pages500

12,432 pages5,444

12,000 pages5,000

12,000 pages500

22,333 pages500

12,311 pages633

4,343 pages1,111

12,000 pages500

120,008 pages500

22,333 pages500

15,000 pages3,000

34,444 pages10,000

34,342 pages5,000

12,000 pages500

22,333 pages500

22,333 pages500

34,444 pages10,000

12,000 pages5,000

22,333 pages500

22,333 pages500


Working wi th Microsoft Pro ject 2017

2017 New Project Interface Features

Design your own custom symbology

Custom symbology is available in 3 places.

As an option for ad-hoc import of tasks, via Link to active Project Task

Import | Let the Wizard Guide You | Custom

In the refresh dialog, used for the Append tasks option.

Whether refreshing, importing, or adding tasks to an existing presentation schedule, it’s possible to

design your own symbology set. Some examples of symbology which can be customized:

2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029

Event + month #

Event type 2 + month #

Key Project Milestonesand Events

Key Deliverables

Testing

Integration

12Key1

6Keya

7

Key2

9

Keyb

4Key3

6Key5

4 Key4

3

Keyc

6

8 Key5

3 Keyd

1

Key6

Key9

2 Key7

5 Event x 3 Event x 3 Event x 6 Event x

6Event x

11

Event x

3

Event x

7

12Event x

3 Event x

5 Event x

6

7TSSTPlan

7 Event x

7 TSST RPT

2 Event x

4 Event x

9 OT-B3

5

5 Event x

8

2 DT-B3

5 Event x

5

5Event x

2 Event x

3

12

5 Event x

6

12 DT-B4

1Event x

1

3

3 Event x

3Event x

8

3

5

Event x

5 Event132

8 Event1

3

Eventa

9

Eventb

10

6Event x

6

9Eventd

1 Event1dd

3 Event2

8

Eventc

2Event13

3

Eventf

3

Evente

5EMALS

8

7DT#1

9

3

Eventa

6 Event1d

9

10 Event4

10 Event3

4 Event6

6

Event8

3

Event7

5 Event5

7Event1b

Event + month #

Event type 2 + month #

2016

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Summary PlannedBaselineSummary

Baseline

Page 1 of 1 10/25/2016

Task Start End Status %

3/9/2016 6/7/2016 10/25/2016Baseline Start

Start Finish

Baseline Finish

2016



Baseline

Page 1 of 1 10/25/2016


3/9/2016 6/7/2016 10/25/2016Baseline Start

Start Finish

Baseline Finish

2016



Baseline

Page 1 of 1 10/25/2016


3/9/2016 6/7/2016 10/25/2016

2/16/2016 8/13/2016 10/25/2016

Baseline Start

Start Finish

Baseline Finish

Date1 Date2 Date3 Date4 Date5 Date6 Date7 Date8


Working wi th Microsoft Pro ject 2017

Link to Active MS Project Task—add several tasks at once

In past versions, one Microsoft Project task could be linked via the “Link to Active MS Project task” feature. Now, groups of tasks can be selected in

Microsoft Project. Then, the link feature makes it possible to link all selected tasks at once. One option is add all dates from selected tasks to a single

row on the Milestones chart. The other option is to have Milestones add new rows for each Project task.

Add new Project tasks to Milestones more easily

When using the refresh feature, an option to “append” new tasks is available. Now, it’s possible to use a Project Flag field to indicate the tasks to be

added. Additionally, it’s possible to use a Microsoft Project Number field to specify the Milestones row for the new task(s).


Working wi th Microsoft Exce l 2017

Excel: Smart Import and Custom Import enhanced

Importing from Microsoft Excel (or any table) is now easier than ever. Two methods

for importing have been enhanced.

Smart Import, which maps the Microsoft Excel (or table) column headings to fields in

Milestones automatically has been enhanced to:

Allow the use of a UniqueID field to tag task rows and symbols in Milestones for

future update when the table changes.

Offer a set up screen which can be used to add more flexibility to the column

naming. For example, if the spreadsheet column heading for the start date is

My Start Date, the setup screen can be used to map that to the task start date.

Custom Import, which offers field mapping using a simple two column mechanism,

has also been enhanced to allow the use of a UniqueID field.

Excel: Refresh from a Spreadsheet

it is possible to add a tag to items imported from Excel. It’s also possible to refresh a schedule using an Excel table when the dates in

the Excel table have changed.

2015

July August September October November December

Page 1 of 1 10/26/2016

TaskName%

Project 1

Research

Design

Procurement

Production

Testing

Review

Delivery


Working wi th Microsoft Out look 2017

Outlook Import/Export

A new Outlook to Milestones wizard

makes it easy to import from Microsoft

Outlook. Bring calendar or task items in

and produce several presentation Mile-

stone charts using a simple step-by-step

wizard.

'18 '19

Q2 Q3 Q4 Q1 Q2 Q3

Presentation Timeline

Category

Category 1

Category 2

Category 3

Category 4

Category 5

Category 6

Start DemoSV

Const Finish

EV

Const

FVPS

SV Start Demo

DV

PS

SV DV

Const

FVEV

Start Demo

PS

SV Const

FVEV

DV

Start Demo

Const

PS

SV DV

FVEV

Start Demo

Const

PS

SV DV

FVEV

Start Demo

'13 '14 '15 '16 '17

IV I II III IV I II III IV I II III IV I II III

Planned Not Started Waiting on someone else

Deferred In Progress Complete

Stoplight Report

Tasks%

Comp. Status Priority

taskFolder1

Project ABC Task 3 Low

Project ABC Task 4 Normal

Project ABC Task 1 High

Project ABC Task 2 Normal

taskFolder1Subfolder1

Task 1-3 Add order 1 Normal




Task 1-1 Addorder 5 Normal

taskFolder1Subfolder1








Improved Usabi l i ty 2017

Pick your own toolbox background color

Change the color for the selected item’s background. Pick a

color that makes it easier for you to be able to see which items

are currently selected.Project task)

Show Symbol Type in Status Bar when Symbol is Selected

Now when a symbol is selected, then actual symbol will be shown in the Status Bar:


More! 2017

Select all symbols or all tasks

In previous versions, it was necessary to hold down the Shift key to select multiple symbols. Now, once a symbol is selected there are op-

tions on the right-click menu to select all symbols of the same type or all symbols on the schedule.

Shift just selected symbols

In addition to shift all dates and shift selected tasks, it’s now possible to shift selected symbols.

Select all symbols of the same toolbox type:

Select all symbols:


More! 2017

E n h a n c e d s u p p o r t f o r h i g h r e s o l u t i o n

m o n i t o r s

Milestones now automatically adjusts to operating on a high resolution monitor, sometimes referred to as a “4K” monitor. In the Apple

world, these are referred to as “Retina” displays.

These high resolution monitors come in such resolutions as 3200x1600, 3840x2160 etc.

Autosave Improvements

When a Milestones session exits it now only clear autosaves done by its own Process ID (PID), not any others whether they are running or not.

This should prevent an autosave entry from disappearing without the user being able to restore it. This fixes the problem of multiple Milestones

sessions running and deleting autosaved files from a crashed session before the user gets a chance at a restore.

The autosave Restore dialog now prompts the user to select an entry before OK is accepted. Before, if the user forgot to select an entry the au-

tosave files were deleted.

Also added, was a new button in the Tools | Program Options | Files and Automation screen which lets you display the current list of Autosaved

files.

New Symbol Date Format

The Time of a symbol may now be appended to the displayed symbol date. Before, it was not possible to display both date and time in the sym-

bol date display area. Show time using 12 hour or 24 hour formats. Optionally, choose to append “AM” and “PM.”


Samples 2017

2016 2017 2018

M J J A S O N D J F M A M J Jul Aug Sep Oct Nov Dec J F M

Watch

OK

Ahead

Actual Hours 75 150 75 250 175 175 175 100 175 125 300 350 175 200 300 200 150

0

200

400Actual Hours

Maximum Hours

100

200

100

300

200 200 200

150

200

150

350

400

200 200

300

250

300

400

250

350

200

Minimum Hours

Monthly Review

Integration Master Phasing Schedule

MajorMilestones

Design

Testing

5

Request

21

PDR

27

CDR HW

19

CDR SW

22

Asm 16

ReAsm

11

Demo

23

Demo 8

TI

20

TI

28

ReAsm

26

TI

10

Demo

Prelim Design

Complete

Design Integration Prove In Prep

31

TR

R

Prelim Design

Complete


31

TR

R

Prelim Design

Complete


31

TR

R

124

1

1422

30

1310

5

1717

10

615

31

219

3

2130

4

2412

30

2119

27

1329

9

274

26

1714

3

1427

31

M J J A S O N D J F M A M J Jul Aug Sep Oct Nov Dec J F M

Watch

OK

Ahead

LEGENDCDRHW- Critical Design Review HardwareCDRSW-Critical Design Review SoftwarePDR-Preliminary Design ReviewTRR-Test Readiness ReviewTI-Test IntegrationAsm-AssembleReAsm-Reassemble

Deploy Expand Renew

Deploy Expand Renew

IIQ sold

CSMengages

status calls

monthly newsletter

Executivetouchpoint(strategic accounts)

CustomerGo Live

survey


Director levelCheckpoint

(key accounts)



(key accounts)

survey



(key accounts)

renewal

•account background•business drivers•key contacts•license info•partner info

Sales debriefs CSM

a) CSM updates SalesForceto ensure support is awareof critical Go Live period

b) Post Go live, CSM captures key data points & updates SalesForce

CSM updates SalesForce

CSM ensures proper customer contactreceives renewal quote well in advance

of software renewal expiration date

Renewal

Topics covered:•license overview•support best practices•services overview•reference program•customer success plan

CSM customer intro meeting

*For Strategic Key accounts only

Assigned SailPoint executivecontacts client executive to:•celebrate key wins•build relationship•understand concerns

TouchpointsExecutive and Director level

CSM engaged earlier in the lifecycle tolessen customer confusion & provideadditional project oversight

Topics covered:•open cases•current/future objectives and status•key SailPoint news

CSM status calls begin

Handoff/debrief step from Sales to CSM added

Key SalesForce datapoints captured earlier in the lifecycle

Life

cycl

e m

ilest

on

es

Pro

cess

bre

akd

ow

n

IIQ Customer Lifecycle - Strategic Account - Year 1

IMPROVEMENTS

2017 2018 2019 2020 2021

J A S O N D J F M A M J J A S O N D Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec J F M A M J J A S O N D J F M A M J

Project Roadmap

PROPOSAL

10/2511/9

HMU AVAIL

1/6

Task 1-19/7

1st FLIGHT

7/18

H/W FCA/PCA

S/WFCA/PCA

1/16CRB PHASE III6/12

SYST.

GOVERNMENT

5/25

PROG AUTH

5/4

NEGOTIATION

5/18

FCA/PCA

12/26

DELTA PDR

4/17

Task 2-12/7

LONG LEAD AUTH.5 A/C

8/1

H/W CRB

2/6

LRIP KIT1 MAINT. VAN1/21

RR / SSR

5/26

PDR

8/11

CDR

11/10

DELTA RR/SSR6/27

Task 3-1

TOOLING

1/22

DELTA CDR10/8

TIM #1

6/22

TIM #2

8/24

TIM #3

10/19

TIM #4

12/21

TIM #5

2/22

TIM #6

4/25

TIM #7

6/20

TIM #8

9/5

TIM #9

11/7

TIM #10

9/6 11/9

6/15

L/L AMO

9/7FSDAMO

11/26

TKI

1/8

FSD 90%

5/11

TKI 90%

3/24 3/12RETRO START

INCORP. CHGS.

3/4 6/7

1/7

4/25 8/7

RETRO. GO-AHEAD

PREP. F/F NEGOTI.10/20

GO-AHEAD2/5 8/11

IMPACT ASSESSMENT

4/15 8/16 4/11

DEFINE & TRADES PREPARE GOVN PROCURE/DEVEL - FAB - INTEG - TEST

H/W FCA/PCA11/22 1/21 5/26 8/13 11/9 1/8 2/22

RA PD DD S/W DEV INT T&E

A/C GROUND TEST4/12

S/W MERGE11/22 1/21 5/26 8/11 12/14 1/25 4/12

RA PD DD S/W DEV INT T & E7/13 8/21 10/11

9/7 11/10

DD DEV INT T & E

12/13 3/14

RA PD DD S/W DEV INT T & E

5/11

S/W DEV INT T & E

11/22 2/21 4/24 8/149/7 11/10 2/9 5/11 7/13 8/19 10/11

RA PD DD DEV INT T & E

12/13 3/14

DEV INT T & E

5/3 8/14

7/13

DEV INT T & E

11/22 2/2110/11 3/24 8/14 12/8


Samples 2017

2016

July August September

Status Marker Summary Task Duration

$0

$8,000

Earned Value $62$141$141

$354$354

$838$838

$1,357$1,357

$2,351$2,351

$3,590$3,590$3,763$3,763

Budget

$88$207$207

$517$517

$1,133$1,133

$1,786$1,786

$2,868$2,868

$4,167$4,167

$5,423$5,423

$6,777$6,777

$7,100$7,100

Earned Value Report with Budget and Actual Costs%

Comp.

Project /

Task

FACWP

(Actual Cost)

EV

(Earned Value)

BAC

(Budget)

60% Project ABC $3,585 $3,762 $7,100

71%Task 1 $200 $213 $300

52%Task 2 $350 $208 $400

66%Task 3 $175 $164 $250

73%Task 4 $710 $943 $1,300

62%Task 5 $500 $451 $725

81%Task 6 $100 $181 $225

53%Task 7 $200 $185 $350

65%Task 8 $1,200 $1,154 $1,775

48%Task 9 $150 $264 $550

0%Task 10 $0 $0 $800

0%Task 11 $0 $0 $425

Status Marker Summary Task Duration

3Q'19 4Q'19 1Q'20 2Q'20 3Q'20 4Q'20

July August September October November December Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Detailed Schedule with "Logarithmic" date headings

Phase 1

Phase 1 Milestones

SOW for Phase 1

Task 1.

Task 2.

Task 2-1

Task 2-1-1

Task 2-1-2

Task 2-2

Task 2-3

Task 3.

Task 4.

Task 5. Final Report

Task 6. Working Group Meetings

7/26

9/13

Funding

9/16Supplemental

Funding

7/18

12/7

7/18 1/10 7/4

7/18

8/31 6/26

7/18

8/31 6/26

7/18

8/31 8/11

7/18

8/31 6/16

8/20 8/31

1 2 3 4

6/24

8/20 8/31

1 2 3 4

6/4

7/18 1 2 3 4 5 11/18

9/18

1 2 3 4

7/1

1/21

6/10

3Q'19 4Q'19 1Q'20 2Q'20 3Q'20 4Q'20

7/26

No. 1

8/30

No. 2

10/8

No. 3

11/23

No. 4

3/13

No. 5

C:\Users\suebutler\Documents\KIDASA\Development\2017\best schedules\Detailed Schedule with Logarithmic date headings.mlg