Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 1
Project Management Cost and ScheduleNadine Kurita
Project Management Cost and ScheduleNadine Kurita
ANSI/EIA-748-A Standard for Earned Value Management Systems
OrganizationPlanning, scheduling and budgetingAccounting considerationsAnalysis and management reportsRevisions and data management (not covered)
EVMS surveillance
ANSI/EIA-748-A Standard for Earned Value Management Systems
OrganizationPlanning, scheduling and budgetingAccounting considerationsAnalysis and management reportsRevisions and data management (not covered)
EVMS surveillance
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 2
ContributersContributers
Patricia Mast (LCLS, Aim Corporation - Deltek)Jeff Chan (LCLS, Aim Corporation - Deltek)
Patricia Mast (LCLS, Aim Corporation - Deltek)Jeff Chan (LCLS, Aim Corporation - Deltek)
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 3
EVMS OrganizationEVMS Organization
J. HastingsProject Director
N. KuritaChief Engineer
WBS 1.6Controls & Data System
G. Haller
PMCSB. Foyt – Project Manager
H. Leung
WBS 1.4XCS
N. Kurita – acting
WBS 1.2XPP
R. Pope
WBS 1.3CXI
J.C. Castagna - acting
WBS 1.5Diagnostics
N. Kurita
Organizational Breakdown Structure (OBS)Organizational Breakdown Structure (OBS)
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 4
EVMS OrganizationEVMS Organization
Work Breakdown Structure (WBS)Work Breakdown Structure (WBS)
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 5
EVMS OrganizationEVMS Organization
Responsibility Assignment Matrix
In process
Responsibility Assignment Matrix
In process
Organizational Breakdown Structure
LCLS Project(Galayda)
Project Controls and Support Office(Reichanadter)
Electron Beam Systems(Schultz)
Photon Beam Systems(Arthur)
Conventional Facilities(Saenz)
Injector-Linac (Bong)
Undulator(Milton)
Controls(Shoaee)
X-Ray Transport & Diagnostics(McMahon)
X-Ray End Stations(Moeller)
LC
LS
Pro
ject
Wo
rk B
rea
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tru
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PE
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v
BAC: $621,089%Complete: 0%LOE: $0Measureable: $621,080Planning Package: $0Actuals Prior to May05: $0Multiple Control Accounts
BAC: $107,113,592%Complete: 12.9%LOE: $2,598,685Measureable: $55,853,886Planning Package: $44,768,151Actuals Prior to May05: $3,892,870Multiple Control Accounts
BAC: $20,771,582%Complete: 45.0%LOE: $14,892,616Measureable: $0Planning Package: $543,260Actuals Prior to May05: $5,335,706Multiple Control Accounts
BAC: $31,276,857%Complete: 15.7%LOE: $8,992,638Measureable: $0Planning Package: $18,508,419Actuals Prior to May05: $3,775,801Multiple Control Accounts
BAC: $2,148,149%Complete: 6.5%LOE: $0Measureable: $0Planning Package: $2,007,637Actuals Prior to May05: $140,512Multiple Control Accounts
BAC: $301,033%Complete: 0%LOE: $0Measureable: $0Planning Package: $301,033Actuals Prior to May05: $0Multiple Control Accounts
BAC: $42,251%Complete: 84.9%LOE: $0Measureable: $0Planning Package: $6,512Actuals Prior to May05: $36,739Multiple Control Accounts
BAC: $99,785%Complete: 0%LOE: $0Measureable: $0Planning Package: $99,785Actuals Prior to May05: $0Multiple Control Accounts
BAC: $202,942%Complete: 44.4%LOE: $0Measureable: $50,704Planning Package: $70,006Actuals Prior to May05: $82,232Multiple Control Accounts
BAC: $5,767,397%Complete: 0%LOE: $0Measureable: $0Planning Package: $5,767,397Actuals Prior to May05: $0Multiple Control Accounts
BAC: $2,433,050%Complete: 19.3%LOE: $0Measureable: $2,345,296Planning Package: $0Actuals Prior to May05: $87,755Multiple Control Accounts
BAC: $2,791,107%Complete: 6.2%LOE: $188,771Measureable: $1,586,140Planning Package: $940,326Actuals Prior to May05: $75,870Multiple Control Accounts
BAC: $6,179,707%Complete: 2.0%LOE: $0Measureable: $4,402,328Planning Package: $1,618,687Actuals Prior to May05: $158,691Multiple Control Accounts
BAC: $3,109,988%Complete: 20.3%LOE: $6,576Measureable: $2,176,134Planning Package: $728,964Actuals Prior to May05: $198,315Multiple Control Accounts
BAC: $6,969,165%Complete: 42.6%LOE: $1,502,747Measureable: $4,303,034Planning Package: $685,844Actuals Prior to May05: $410,588Multiple Control Accounts
BAC: $2,445,648%Complete: 0%LOE: $0Measureable: $0Planning Package: $2,444,471Actuals Prior to May05: $1,177Multiple Control Accounts
BAC: $19,131,973%Complete: 25.4%LOE: $28,734Measureable: $12,075,737Planning Package: $4,533,345Actuals Prior to May05: $2,494,156Multiple Control Accounts
BAC: $5,458,892%Complete: 13.0%LOE: $0Measureable: $474,719Planning Package: $4,305,252Actuals Prior to May05: $678,921Multiple Control Accounts
BAC: $38,303,679%Complete: 27.1%LOE: $5,461,221Measureable: $19,066,607Planning Package: $10,278,430Actuals Prior to May05: $3,557,421Multiple Control Accounts
BAC: $4,930,132%Complete: 9.9%LOE: $0Measureable: $2,684,084Planning Package: $1,911,750Actuals Prior to May05: $334,299Multiple Control Accounts
BAC: $21,715,677%Complete: 27.9%LOE: $2,897,698Measureable: $6,928,656Planning Package: $9,364,439Actuals Prior to May05: $2,524,883Multiple Control Accounts
BAC: $4,944,525%Complete: 5.2%LOE: $0Measureable: $1,079,415Planning Package: $3,860,568Actuals Prior to May05: $4,542Multiple Control Accounts
BAC: $8,841,702%Complete: 9.5%LOE: $2,334,586Measureable: $1,480,529Planning Package: $4,490,509Actuals Prior to May05: $536,078Multiple Control Accounts
BAC: $5,551,503%Complete: 10.1%LOE: $0Measureable: $242,207Planning Package: $4,856,510Actuals Prior to May05: $452,786Multiple Control Accounts
BAC: $17,473,591%Complete: 52.7%LOE: $37,438Measureable: $11,283,623Planning Package: $1,570,783Actuals Prior to May05: $4,581,746Multiple Control Accounts
LCLS ProjectResponsibility Assignment MatrixMarch 2006
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 6
Planning, Scheduling and Budgeting (2)Planning, Scheduling and Budgeting (2)
Earned value performance. LUSI Project Management Cost & Schedule (PMCS) system is based on,
B-Factory Project - 2000 Award for the Program and Project ManagementSPEAR3 – 2004 Secretary's Excellence in Acquisition AwardGLASTLCLS60% CAMS previous experience in PEP-II,SPEAR3, GLAST and/or LCLS
System requirementsD.O.E. Order 413.3A “Program and Project Management”ANSI/EIA-748-A Standard for Earned Value Management Systems
Earned value performance. LUSI Project Management Cost & Schedule (PMCS) system is based on,
B-Factory Project - 2000 Award for the Program and Project ManagementSPEAR3 – 2004 Secretary's Excellence in Acquisition AwardGLASTLCLS60% CAMS previous experience in PEP-II,SPEAR3, GLAST and/or LCLS
System requirementsD.O.E. Order 413.3A “Program and Project Management”ANSI/EIA-748-A Standard for Earned Value Management Systems
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 7
Planning, Scheduling and BudgetingPlanning, Scheduling and Budgeting
DocumentationLCLS 1.1-018 Control Account and Work Package PlanningLCLS 1.1-020 Project ScheduleLCLS 1.1-021 Cost EstimatingLCLS 1.1-015 Earned Value Management System Description
DocumentationLCLS 1.1-018 Control Account and Work Package PlanningLCLS 1.1-020 Project ScheduleLCLS 1.1-021 Cost EstimatingLCLS 1.1-015 Earned Value Management System Description
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 8
Cost EstimateCost EstimateS
yste
m M
anag
erC
AM
PM
CS
Pro
ject
Offi
ce
Provide High Level Cost
Estimating Guidelines
Issue Detailed Cost Estimating Guidance and
Instructions
Prepare Detailed Cost Estimate and Supporting
Documentation
Generate Cost Estimate Database
Review Cost Estimate
Review Cost Estimate
Validate Estimate Against Funding
ProfileOK?
Approve Cost
Estimate?
Approve Cost
Estimate?
Approve Cost
Estimate?
Implement Project
Schedule or Change Control
Process
NO
YES
YES
YES
YES
NO
NO
NO
1
2
3
4
5
5
6
7
7
7
8
PM
CS
CA
MC
hie
f En
gin
eer
Pro
ject
Dir
ect
or
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 9
Detailed Cost Estimate Report (DCE)Detailed Cost Estimate Report (DCE)
Product – sample reportProduct – sample report
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 10
Project ScheduleProject Schedule
Pro
ject
Offi
ceS
yste
m M
anag
erC
AM
PM
CS
DO
E S
SO
Establish Level 2
Milestones
Approve Schedule/Cost
Estimate?A
EstablishLevel 3
Milestones
Approve Schedule/Cost
Estimate?
EstablishLevel 4
Milestones
Approve Schedule/Cost
Estimate?
Resource LoadActivities
(Hours, Cost)
Establish Reporting Structures
Approve Schedule/Cost
Estimate?
Establish Resource Rates
and Burdens
BComplete
Cost EstimateProcess
Collect, Coordinate,
Integrate, and Code Schedule
Data
DevelopDetailed
Project Schedule
YES
YES
YES
YESNO
NO
NO
NO
3
4 6
7 8
9
10
111
2 11
11
11
Prepare Work Authorization
Document (WAD)
Prepare Work Authorization
Document (WAD)
5
5
PM
CS
CA
MC
hie
f E
ng
ineer
Pro
ject
Dir
ect
or
DO
E S
SO
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 11
Project ScheduleProject ScheduleP
roje
ct
Offi
ceS
yste
m
Man
ager
CA
MP
MC
SD
OE
SS
O
A
Implement as Performance Measurement
Baseline
Create Current Working Schedule
B
Begin Monthly Status
Process
Develop Supplemental
Schedules
12 13
14
15
PM
CS
CA
MC
hie
f
Eng
ineer
Pro
ject
Dir
ect
or
DO
E S
SO
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 12
Milestone HierarchyMilestone Hierarchy
Defined Level 1, 2, 3 and 4 Milestones Level 1 controlled by DOE HQ Level 2 controlled by DOE Stanford Site Office Level 3 controlled by LUSI Project Director Level 4 controlled by System Manager
Level 1-3 Milestones are under formal CCB control
Defined Level 1, 2, 3 and 4 Milestones Level 1 controlled by DOE HQ Level 2 controlled by DOE Stanford Site Office Level 3 controlled by LUSI Project Director Level 4 controlled by System Manager
Level 1-3 Milestones are under formal CCB control
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 14
Resource Loaded SchedulesResource Loaded Schedules
Sheet 1 of 1
ActivityID
ActivityDescription
OrigDur
EarlyStart
EarlyFinish
1 LCLS PROJECT - PED & CONSTRUCTION1.04 UNDULATOR SYSTEM
1.04.05 Diagnostics1.04.05.09 Radiation Detection Monitor (RDM)UN509_0010 Specification and Requirements - RDM 1008/16/06 08/29/06
UN509_0090 Preliminary Design - RDM 2508/30/06 10/04/06
UN509_0100 Design Review - RDM 5 10/05/06 10/11/06
UN509_0110 Final Design - RDM 2010/12/06 11/08/06
UN509_0120 Design Complete - RDM 0 11/08/06
UN509_0130 Prepare Bid of RDM Package 1011/09/06 11/22/06
UN509_0240 Develop Installation Plan - RDM 1511/09/06 12/01/06
UN509_0140 Bid Process - RDM 3011/27/06 01/16/07
UN509_0250 Review installation Plan - RDM 5 12/04/06 12/08/06
UN509_0141 Evaluate Bid - RDM 3 01/17/07 01/19/07
UN509_0150 AWARD: RDM Package (1) 5 01/22/07 01/26/07
UN509_0155 AWARD: RDM Package (1) Sppt 5 01/22/07 01/26/07
UN509_0160 AWARD: of RDM Complete 0 01/26/07
UN509_0170 Receive - RDM (1) 3001/29/07 03/09/07
UN509_0180 QA - RDM 1003/12/07 03/23/07
UN509_0190 Approve - RDM 3 03/26/07 03/28/07
UN509_0200 Pack RDM for Shipping 1003/29/07 04/11/07
UN509_0210 Write Shipping Paper Work - RDM 5 04/12/07 04/18/07
UN509_0230 Transmit Engineering Data to Slac - RDM 5 04/12/07 04/18/07
UN509_0232 RFI: Radiation Detection Monitor 0 04/18/07
UN509_0220 Ship RDM to SLAC 8 04/19/07 04/30/07
FY06 FY07AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEPOCT
Specification and Requirements - RDM
Preliminary Design - RDM
Design Review - RDM
Final Design - RDM
Design Complete - RDM
Prepare Bid of RDM Package
Develop Installation Plan - RDM
Bid Process - RDM
Review installation Plan - RDM
Evaluate Bid - RDM
AWARD: RDM Package (1)
AWARD: RDM Package (1) Sppt
AWARD: of RDM Complete
Receive - RDM (1)
QA - RDM
Approve - RDM
Pack RDM for Shipping
Write Shipping Paper Work - RDM
Transmit Engineering Data to Slac - RDM
RFI: Radiation Detection Monitor
Ship RDM to SLAC
Resource/Cost Profile Legend
Planned value curve
Earned value curve
Current estimate curve
Total early cost per Month (Current Estimate)
Total of All Resources Detail scale (left): X 10000
Cumulative scale (right): X 10000
AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEPOCTFY06 FY07
2
4
6
8
10
12
14
16
4
8
12
16
20
24
28
32 x 10000 x 10000
Sheet 1 of 1
Integrate schedules
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 15
Accounting ConsiderationsAccounting Considerations
All financial transactions are documented, approved, and recorded properly in the financial accounting system on a consistent and timely basis in accordance with Generally Accepted Accounting Principles (GAAP) and applicable Cost Accounting Standards. Actual costs are collected from the financial accounting systems and imported into the EVMS each month.Actuals are collected in the EVMS in four basic cost elements
LaborNon-Labor (materials, Subcontracts, etc)ShopsTravel
Direct and indirect costs are recorded in a manner consistent with the budgets.
All financial transactions are documented, approved, and recorded properly in the financial accounting system on a consistent and timely basis in accordance with Generally Accepted Accounting Principles (GAAP) and applicable Cost Accounting Standards. Actual costs are collected from the financial accounting systems and imported into the EVMS each month.Actuals are collected in the EVMS in four basic cost elements
LaborNon-Labor (materials, Subcontracts, etc)ShopsTravel
Direct and indirect costs are recorded in a manner consistent with the budgets.
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 16
Analysis and Management ReportsAnalysis and Management Reports
DocumentationLCLS 1.1-015 Earned Value Management System DescriptionLCLS 1.1-022 Monthly Status and Reporting
DocumentationLCLS 1.1-015 Earned Value Management System DescriptionLCLS 1.1-022 Monthly Status and Reporting
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 17
Monthly Status and ReportingMonthly Status and Reporting
Sys
tem
Man
age
rP
MC
SC
AM
Pro
ject
Off
ice
Week 1
Prepare Monthly Status
Sheets, Distribute to CAMs
Update Status Sheets
Import Actual Costs
from Accounting System
Input Status Received from
CAMs
Prepare Monthly Technical
Status Report
Compile and Submit Monthly Technical Status
Report
Update Reports in PMCS Utility
Week 2
A
B
1
2
3
5
4
7
6
PM
CS
CA
MC
hie
f En
gin
eer
Pro
ject
Dir
ect
or
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 18
Monthly Status and ReportingMonthly Status and Reporting
Sys
tem
Man
ager
PM
CS
CA
MP
roje
ct O
ffice
Implement Corrections
Perform Variance Analysis,
Write Variance Analysis Reports
Update PMCS Utility Reports
Correct Errors/Omissions, Provide Input to
PMCS
Hold Status Review Meetings
with CAMs
Review Monthly Reports,
Write Monthly Progress Report
Weeks 3 and 4
A
B
Any Errors or Ommisions?
Produce Month End Reports
NO
Submit Monthly Report to DOE
YES
15
9 10
14
118
1312
16PM
CS
CA
MC
hie
f En
gin
eer
Pro
ject
D
irect
or
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 19
CPR Drilldown (Level 2)CPR Drilldown (Level 2)
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 20
CPR Drilldown (Level 3)CPR Drilldown (Level 3)
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 21
CPR Drilldown (CA Level)CPR Drilldown (CA Level)
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 22
CPR Drilldown (Milestone Level)CPR Drilldown (Milestone Level)
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 23
CPR Drilldown (Labor Detail)CPR Drilldown (Labor Detail)
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 24
CPR Drilldown (Cost Detail)CPR Drilldown (Cost Detail)
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 25
Variance Analysis FormVariance Analysis Form
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 26
LCLS PMCS Utilities (The Hammer)LCLS PMCS Utilities (The Hammer)
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 27
BCWS, BCWP,ACWP Report (SPA)BCWS, BCWP,ACWP Report (SPA)
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 28
Obligation Report (OSCUM)Obligation Report (OSCUM)
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 29
Total Float ReportTotal Float Report
Level 3 milestones
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 30
ACCOUNTINGSYSTEMS
Sheet 1 of 1
ActivityID
ActivityDescr iption
Or igDur
Ear lyStar t
Ear lyFinish
1 LCLS PROJECT - PED & CONSTRUCTION1.04 UNDULATOR SYSTEM
1.04.05 Diagnostics1.04.05.09 Radiation Detection Monitor (RDM)UN509_0010 Specification and Requirements - RDM 10 08/16/06 08/29/06
UN509_0090 Preliminary Design - RDM 25 08/30/06 10/04/06
UN509_0100 Design Review - RDM 5 10/05/06 10/11/06
UN509_0110 Final Design - RDM 20 10/12/06 11/08/06
UN509_0120 Design Complete - RDM 0 11/08/06
UN509_0130 Prepare B id of RDM Package 10 11/09/06 11/22/06
UN509_0240 Develop Installation P lan - RDM 15 11/09/06 12/01/06
UN509_0140 Bid Process - RDM 30 11/27/06 01/16/07
UN509_0250 Review installation P lan - RDM 5 12/04/06 12/08/06
UN509_0141 Evaluate B id - RDM 3 01/17/07 01/19/07
UN509_0150 AWARD: RDM Package (1) 5 01/22/07 01/26/07
UN509_0155 AWARD: RDM Package (1) Sppt 5 01/22/07 01/26/07
UN509_0160 AWARD: of RDM Complete 0 01/26/07
UN509_0170 Receive - RDM (1) 30 01/29/07 03/09/07
UN509_0180 QA - RDM 10 03/12/07 03/23/07
UN509_0190 Approve - RDM 3 03/26/07 03/28/07
UN509_0200 Pack RDM for Shipping 10 03/29/07 04/11/07
UN509_0210 Write Shipping Paper Work - RDM 5 04/12/07 04/18/07
UN509_0230 Transmit Engineering Data to S lac - RDM 5 04/12/07 04/18/07
UN509_0232 RFI: Radiation Detection Monitor 0 04/18/07
UN509_0220 Ship RDM to SLAC 8 04/19/07 04/30/07
FY06 FY07AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEPOCT
Specification and Requirements - RDM
Preliminary Design - RDM
Design Review - RDM
Final Design - RDM
Design Complete - RDM
Prepare B id of RDM Package
Develop Installation P lan - RDM
Bid Process - RDM
Review installation P lan - RDM
Evaluate B id - RDM
AWARD: RDM Package (1)
AWARD: RDM Package (1) Sppt
AWARD: of RDM Complete
Receive - RDM (1)
QA - RDM
Approve - RDM
Pack RDM for Shipping
Write Shipping Paper Work - RDM
Transmit Engineering Data to S lac - RDM
RFI: Radiation Detection Monitor
Ship RDM to SLAC
Re s o u rc e /Co s t Pro fi l e L e g e n d
Pla n n e d v a lu e c u rv e
Ea rn e d v a lu e c u rv e
Cu rre n t es tima te c u rv e
To ta l e a rl y c o s t p e r Mo n th (Cu rre n t Es tima te )
To ta l o f Al l Re s o u rc e s De ta i l s c a le (le ft): X 1 0 0 0 0
Cu mu la tiv e s c a le (rig h t): X 1 0 0 0 0
AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEPOCTFY06 FY07
2
4
6
8
1 0
1 2
1 4
1 6
4
8
1 2
1 6
2 0
2 4
2 8
3 2 x 1 0 0 0 0 x 1 0 0 0 0
Sheet 1 of 1
Sheet 1 of 1
ActivityID
ActivityDescr iption
Or igDur
Ear lyStar t
Ear lyFinish
1 LCLS PROJECT - PED & CONSTRUCTION1.04 UNDULATOR SYSTEM
1.04.05 Diagnostics1.04.05.09 Radiation Detection Monitor (RDM)UN509_0010 Specification and Requirements - RDM 10 08/16/06 08/29/06
UN509_0090 Preliminary Design - RDM 25 08/30/06 10/04/06
UN509_0100 Design Review - RDM 5 10/05/06 10/11/06
UN509_0110 Final Design - RDM 20 10/12/06 11/08/06
UN509_0120 Design Complete - RDM 0 11/08/06
UN509_0130 Prepare B id of RDM Package 10 11/09/06 11/22/06
UN509_0240 Develop Installation P lan - RDM 15 11/09/06 12/01/06
UN509_0140 Bid Process - RDM 30 11/27/06 01/16/07
UN509_0250 Review installation P lan - RDM 5 12/04/06 12/08/06
UN509_0141 Evaluate B id - RDM 3 01/17/07 01/19/07
UN509_0150 AWARD: RDM Package (1) 5 01/22/07 01/26/07
UN509_0155 AWARD: RDM Package (1) Sppt 5 01/22/07 01/26/07
UN509_0160 AWARD: of RDM Complete 0 01/26/07
UN509_0170 Receive - RDM (1) 30 01/29/07 03/09/07
UN509_0180 QA - RDM 10 03/12/07 03/23/07
UN509_0190 Approve - RDM 3 03/26/07 03/28/07
UN509_0200 Pack RDM for Shipping 10 03/29/07 04/11/07
UN509_0210 Write Shipping Paper Work - RDM 5 04/12/07 04/18/07
UN509_0230 Transmit Engineering Data to S lac - RDM 5 04/12/07 04/18/07
UN509_0232 RFI: Radiation Detection Monitor 0 04/18/07
UN509_0220 Ship RDM to SLAC 8 04/19/07 04/30/07
FY06 FY07AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEPOCT
Specification and Requirements - RDM
Preliminary Design - RDM
Design Review - RDM
Final Design - RDM
Design Complete - RDM
Prepare B id of RDM Package
Develop Installation P lan - RDM
Bid Process - RDM
Review installation P lan - RDM
Evaluate B id - RDM
AWARD: RDM Package (1)
AWARD: RDM Package (1) Sppt
AWARD: of RDM Complete
Receive - RDM (1)
QA - RDM
Approve - RDM
Pack RDM for Shipping
Write Shipping Paper Work - RDM
Transmit Engineering Data to S lac - RDM
RFI: Radiation Detection Monitor
Ship RDM to SLAC
Re s o u rc e /Co s t Pro fi l e L e g e n d
Pla n n e d v a lu e c u rv e
Ea rn e d v a lu e c u rv e
Cu rre n t es tima te c u rv e
To ta l e a rl y c o s t p e r Mo n th (Cu rre n t Es tima te )
To ta l o f Al l Re s o u rc e s De ta i l s c a le (le ft): X 1 0 0 0 0
Cu mu la tiv e s c a le (rig h t): X 1 0 0 0 0
AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEPOCTFY06 FY07
2
4
6
8
1 0
1 2
1 4
1 6
4
8
1 2
1 6
2 0
2 4
2 8
3 2 x 1 0 0 0 0 x 1 0 0 0 0
Sheet 1 of 1
COST ESTIMATE
CHANGE CONTROL
PMCS UTILITY
Sheet 1 of 1
ActivityID
ActivityDescr iption
OrigDur
Ear lyStar t
Ear lyFinish
1 LCLS PROJECT - PED & CONSTRUCTION1.04 UNDULATOR SYSTEM1.04.05 Diagnostics
1.04.05.09 Radiation Detection Monitor (RDM)UN509_0010 Specification and Requirements - RDM 10 08/16/06 08/29/06
UN509_0090 Preliminary Design - RDM 25 08/30/06 10/04/06
UN509_0100 Design Review - RDM 5 10/05/06 10/11/06
UN509_0110 Final Design - RDM 20 10/12/06 11/08/06
UN509_0120 Design Complete - RDM 0 11/08/06
UN509_0130 Prepare Bid of RDM Package 10 11/09/06 11/22/06
UN509_0240 Develop Installation Plan - RDM 15 11/09/06 12/01/06
UN509_0140 Bid Process - RDM 30 11/27/06 01/16/07
UN509_0250 Review installation Plan - RDM 5 12/04/06 12/08/06
UN509_0141 Evaluate Bid - RDM 3 01/17/07 01/19/07
UN509_0150 AWARD: RDM Package (1) 5 01/22/07 01/26/07
UN509_0155 AWARD: RDM Package (1) Sppt 5 01/22/07 01/26/07
UN509_0160 AWARD: of RDM Complete 0 01/26/07
UN509_0170 Receive - RDM (1) 30 01/29/07 03/09/07
UN509_0180 QA - RDM 10 03/12/07 03/23/07
UN509_0190 Approve - RDM 3 03/26/07 03/28/07
UN509_0200 Pack RDM for Shipping 10 03/29/07 04/11/07
UN509_0210 Write Shipping Paper Work - RDM 5 04/12/07 04/18/07
UN509_0230 Transmit Engineering Data to Slac - RDM 5 04/12/07 04/18/07
UN509_0232 RFI: Radiation Detection Monitor 0 04/18/07
UN509_0220 Ship RDM to SLAC 8 04/19/07 04/30/07
FY06 FY07AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEPOCT
Specification and Requirements - RDM
Preliminary Design - RDM
Design Review - RDM
Final Design - RDM
Design Complete - RDM
Prepare Bid of RDM Package
Develop Installation Plan - RDM
Bid Process - RDM
Review installation Plan - RDM
Evaluate Bid - RDM
AWARD: RDM Package (1)
AWARD: RDM Package (1) Sppt
AWARD: of RDM Complete
Receive - RDM (1)
QA - RDM
Approve - RDM
Pack RDM for Shipping
Write Shipping Paper Work - RDM
Transmit Engineering Data to Slac - RDM
RFI: Radiation Detection Monitor
Ship RDM to SLAC
Res ourc e/Cos t Profi le Legend
Planned v alue c urv e
Earned v alue c urv e
Current es timate c urv e
Total early c os t per Month (Current Es timate)
Total of Al l Res ourc es Detai l s c ale (left): X 10000
Cumulativ e s c ale (right): X 10000
AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEPOCTFY06 FY07
2
4
6
8
1 0
1 2
1 4
1 6
4
8
1 2
1 6
2 0
2 4
2 8
3 2 x 1 0 0 0 0 x 1 0 0 0 0
Sheet 1 of 1
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ActivityDescr iption
Or igDur
Ear lyStar t
Ear lyFinish
1 LCLS PROJECT - PED & CONSTRUCTION1.04 UNDULATOR SYSTEM
1.04.05 Diagnostics1.04.05.09 Radiation Detection Monitor (RDM)UN509_0010 Specification and Requirements - RDM 10 08/16/06 08/29/06
UN509_0090 Preliminary Design - RDM 25 08/30/06 10/04/06
UN509_0100 Design Review - RDM 5 10/05/06 10/11/06
UN509_0110 Final Design - RDM 20 10/12/06 11/08/06
UN509_0120 Design Complete - RDM 0 11/08/06
UN509_0130 Prepare B id of RDM Package 10 11/09/06 11/22/06
UN509_0240 Develop Installation P lan - RDM 15 11/09/06 12/01/06
UN509_0140 Bid Process - RDM 30 11/27/06 01/16/07
UN509_0250 Review installation P lan - RDM 5 12/04/06 12/08/06
UN509_0141 Evaluate B id - RDM 3 01/17/07 01/19/07
UN509_0150 AWARD: RDM Package (1) 5 01/22/07 01/26/07
UN509_0155 AWARD: RDM Package (1) Sppt 5 01/22/07 01/26/07
UN509_0160 AWARD: of RDM Complete 0 01/26/07
UN509_0170 Receive - RDM (1) 30 01/29/07 03/09/07
UN509_0180 QA - RDM 10 03/12/07 03/23/07
UN509_0190 Approve - RDM 3 03/26/07 03/28/07
UN509_0200 Pack RDM for Shipping 10 03/29/07 04/11/07
UN509_0210 Write Shipping Paper Work - RDM 5 04/12/07 04/18/07
UN509_0230 Transmit Engineering Data to S lac - RDM 5 04/12/07 04/18/07
UN509_0232 RFI: Radiation Detection Monitor 0 04/18/07
UN509_0220 Ship RDM to SLAC 8 04/19/07 04/30/07
FY06 FY07AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEPOCT
Specification and Requirements - RDM
Preliminary Design - RDM
Design Review - RDM
Final Design - RDM
Design Complete - RDM
Prepare B id of RDM Package
Develop Installation P lan - RDM
Bid Process - RDM
Review installation P lan - RDM
Evaluate B id - RDM
AWARD: RDM Package (1)
AWARD: RDM Package (1) Sppt
AWARD: of RDM Complete
Receive - RDM (1)
QA - RDM
Approve - RDM
Pack RDM for Shipping
Write Shipping Paper Work - RDM
Transmit Engineering Data to S lac - RDM
RFI: Radiation Detection Monitor
Ship RDM to SLAC
Res ourc e/Cos t Pro fi le Legend
Planned v a lue c urv e
Earned v a lue c urv e
Current es timate c urv e
Tota l early c os t per Month (Current Es timate)
Tota l o f Al l Res ourc es Deta i l s c a le (le ft): X 10000
Cumula tiv e s c a le (righ t): X 10000
AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEPOCTFY06 FY07
2
4
6
8
1 0
1 2
1 4
1 6
4
8
1 2
1 6
2 0
2 4
2 8
3 2 x 1 0 0 0 0 x 1 0 0 0 0
Sheet 1 of 1
PRIMAVERA SCHEDULES PMB(COBRA)
MONTHLY STATUS MONTHLY REPORT
4. Actual cost and commitments are collected, via code of accounts, at the 3rd or 4th level of the WBS
1. The cost estimating information was transferred to Primavera for initial budget & obligation time-phasing
2. Progress information is gathered from the CAMS and input into the scheduling system for baseline variance and critical path analysis
3. Progress information is transferred from the scheduling system into the cost processor for Earned Value calculations
5. Accounting files are transferred electronically to the PMCS group and imported into Cobra. Reconciled every month.
6. Technical/Cost/Schedule Baseline changes are controlled and documented through the change control process
7. Utility tools for CAMS and management. View Gant charts, plot performance, trending reports, CPR drilldown
7. Utility tools for CAMS and management. View Gant charts, plot performance, trending reports, CPR drilldown
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 31
SurveillanceSurveillance
Continuous self assessment is performed by the project director, and project controls personnel, who are trained in the correct use of the LCLS EVMS, and are held accountable for proper implementation. Conduct external audit yearlyLCLS 1.1-024 Surveillance of EVMS
Continuous self assessment is performed by the project director, and project controls personnel, who are trained in the correct use of the LCLS EVMS, and are held accountable for proper implementation. Conduct external audit yearlyLCLS 1.1-024 Surveillance of EVMS
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 32
SummarySummary
Consistent with the 32 critical criteria as described in ANSI/EIA-748-AApplying the existing LCLS documentation for
Planning, scheduling and budgetingAccounting considerationsAnalysis and management reportsRevisions and data management
PMCS staff is from LCLSCAMS have experience with PMCS – training will continue to ensure compliance with the ANSI standardHave a detailed resource loaded schedule for CD4a deliverablesDetailed resource loaded schedule for the remainder items in processNeed to work on the interface with partner labsLUSI staff is ready to baseline the project!
Consistent with the 32 critical criteria as described in ANSI/EIA-748-AApplying the existing LCLS documentation for
Planning, scheduling and budgetingAccounting considerationsAnalysis and management reportsRevisions and data management
PMCS staff is from LCLSCAMS have experience with PMCS – training will continue to ensure compliance with the ANSI standardHave a detailed resource loaded schedule for CD4a deliverablesDetailed resource loaded schedule for the remainder items in processNeed to work on the interface with partner labsLUSI staff is ready to baseline the project!
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 33
End of PresentationEnd of Presentation
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 34
Execution and ControlExecution and Control
Project Office Monthly Reporting ContentsCost Drill Down Approach
Top Level SPA ChartCost Report – WBS Level 2 (C/SSR)System Level Cost Report – WBS Level 3Work Package Detail Cost ReportDetailed Accounting Report
Schedule Drill Down ApproachTop Level Cost Report – WBS Level 2System Level Cost Report – WBS Level 3Work Package Detail Cost ReportDetailed Schedule Report
Traditional Schedule Analysis Critical Path, Detailed Baseline Schedule Variance Comparison, Milestone Chart
Project Office Monthly Reporting ContentsCost Drill Down Approach
Top Level SPA ChartCost Report – WBS Level 2 (C/SSR)System Level Cost Report – WBS Level 3Work Package Detail Cost ReportDetailed Accounting Report
Schedule Drill Down ApproachTop Level Cost Report – WBS Level 2System Level Cost Report – WBS Level 3Work Package Detail Cost ReportDetailed Schedule Report
Traditional Schedule Analysis Critical Path, Detailed Baseline Schedule Variance Comparison, Milestone Chart
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 35
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 36
Revisions and Data ManagementRevisions and Data Management
DocumentationLCLS 1.1-015 Earned Value Management System DescriptionLCLS 1.1-019 Change Control
DocumentationLCLS 1.1-015 Earned Value Management System DescriptionLCLS 1.1-019 Change Control
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 37
Revisions and Data ManagementRevisions and Data Management
Pro
ject
Offi
ceC
hang
e C
ontr
ol
Boa
rdP
MC
SS
yste
m M
anag
er/
CA
M/P
MC
SD
OE
SS
O
Initiate Change Request
Prepare/Present Preliminary
Briefing to CCB
Proceed?
Revise Briefing?
NO
YES
StopNO
Assign BCR Number,
Create Log Entry
YES
A
1 2
3
4
5
Initiate Change Request
1
1
Initiate Change Request
1
Prepare/Present Preliminary
Briefing to CCB
2
Level 4 up to 100K, system
Level 3, project office
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 38
CCB PresentationsCCB PresentationsPBCR presentations to the CCB will address the following;
BackgroundProblemSolutionOther Solutions ConsideredStakeholders Review
Other System Managers, Int/Inst, QA, Accel Team, QA, Linac Dept Hd (if applicable)
Impact of this BCR (technical, resources, funding, etc.)Must this come from contingency?Any impact to L2 or L3 milestones?Integrated Schedule Analysis
Impact of not approving this BCRAffected drawings, parts or requirementsIs there anything else we should know?
PBCR presentations to the CCB will address the following;BackgroundProblemSolutionOther Solutions ConsideredStakeholders Review
Other System Managers, Int/Inst, QA, Accel Team, QA, Linac Dept Hd (if applicable)
Impact of this BCR (technical, resources, funding, etc.)Must this come from contingency?Any impact to L2 or L3 milestones?Integrated Schedule Analysis
Impact of not approving this BCRAffected drawings, parts or requirementsIs there anything else we should know?
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 39
Revisions and Data ManagementRevisions and Data ManagementP
roje
ct
Offi
ceC
hang
e C
ontr
ol
Boa
rdP
MC
SS
yste
m M
anag
er/
CA
M/P
MC
SD
OE
S
SO
Stop
Prepare Final Briefing to CCB
Present BCR to CCB
Recommend for Approval?
Rework BCR?
Remove BCR from Log
NO
YES
NO
YES
8 9
10
11
126Create
Offline Cost/Schedule Data
Update BCR with Delta
Cost/Schedule Data
7
B
6
A
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 41
Revisions and Data ManagementRevisions and Data Management
Pro
ject
Offi
ceC
han
ge C
ont
rol
Boa
rdP
MC
SS
yste
m M
anag
er/
CA
M/P
MC
SD
OE
SS
O
BDetermine Required
Signature Level
Sign BCR (Level 2)
Sign BCR (Level 3)
Sign BCR (Level 4)
Implement BCR and Update Log
Stop
13
15
14
14
14
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 42
Approval ThresholdsApproval Thresholds
Secretarial Acquisition Executive (Level 0)
Acquisition Executive (SC-1) (Level 1)
DOE Federal Project Director (Level 2)
LCLS Project Director (Level 3)
LCLS System Manager (Level 4)
Changes in subsystem requirements or design that do not affect Key Design Parameters (see PEP Section 6.1).
Any change to the project schedule that does not impact, a Level 1, 2 , or 3 milestone.
Any change to WBS Level 2 < $100K.
≥ 3-month delay in a Level 1 milestones.
Any delay in Level 1 milestones or ≥ 3 months delay in Level 2 milestones.
Any increase to WBS Level 2 ≥ $100K.
Changes in system requirements, or design that do not affect Key Design Parameters (see PEP Section 6.1).
Change in siting or in Key Design Parameters that affect mission need requirements (see PEP Section 6.1).
Any change to the Level 3 milestones or < 3 months delay in Level 2 milestones.
Any increase in the baseline TEC or TPC.
Changes that affect ES&H requirements, or changes in facilities that do not affect Key Design Parameters in the PEP Section 6.1, or greater than 10% change to the NEH, FEH or CLO building square footage.
The smaller cumulative change of ≥ $1M or 25% of any WBS Level 2 cost.
LCLS Project Change Control Thresholds
Technical
Schedule
CostIncrease in excess of $25M or 25% (cumulative) of the baseline TEC or TPC.
Any change in scope and/or performance that affects mission need requirements or is not in conformance with current approved Project Data Sheet
Six months or greater increase (cumulative) in the original project completion date.
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 43
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 44
Resource Breakdown StructureResource Breakdown Structure
12
3
4
5
1
2
3
4
5
123
RBS - BE
WBS
FUND
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 45
Accounting ConsiderationsAccounting Considerations
Direct and indirect costs can be summarized from control accounts into the WBS without allocation of a single control account to more than one WBS element. Direct and indirect costs can be summarized by the project’s organizational elements without allocation of a single control account to more than one organizational element.Indirect costs are applied to each project at the current approved annual rates. Encumbrances are recognized at the point an approved order is placed. Equipment and material costs enter the general ledger through the accounts payable system. Retroactive adjustments to previously reported actual costs are prohibited. Adjustments are reported monthly, consistent with GAAP.
Direct and indirect costs can be summarized from control accounts into the WBS without allocation of a single control account to more than one WBS element. Direct and indirect costs can be summarized by the project’s organizational elements without allocation of a single control account to more than one organizational element.Indirect costs are applied to each project at the current approved annual rates. Encumbrances are recognized at the point an approved order is placed. Equipment and material costs enter the general ledger through the accounts payable system. Retroactive adjustments to previously reported actual costs are prohibited. Adjustments are reported monthly, consistent with GAAP.
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 47
Milestone DictionaryMilestone Dictionary
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 48
Responsibility Assignment Matrix (RAM)Responsibility Assignment Matrix (RAM)
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 49
Corrective Action LogCorrective Action Log
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 50
Estimate at Complete (EAC)Estimate at Complete (EAC)
Sys
tem
Man
ager
CA
MP
MC
S M
anag
erP
roje
ct O
ffice
Review and Analyze Risks at
Risk Registry Meeting
Calculate Dollarized Risk
Update Risk Registry
Review and Analyze Risks at
Risk Registry Meeting
Review Proposed Baseline Change Requests (BCRs)
Update Estimated Cost of Proposed
BCRs
Input Month End Data into Cost
Database
Update Proposed BCRs in CCB Log
Calculate Performance Factor EAC
Calculate EAC at System Level
Publish in C/SSR
1
1
2 3
4
5 6
7 8 9 10
Review and Analyze Risks at
Risk Registry Meeting
1
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 52
CCB Log of Proposed BCRs CCB Log of Proposed BCRs
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 53
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 54
PMCS Baseline DevelopmentPMCS Baseline Development
Baseline DevelopmentStep 1 Detailed Schedule DevelopmentStep 2 Schedule IntegrationStep 3 Establish the Performance Measurement BaselineStep 4 Funding ReconciliationStep 5 Integrate the Cost and Schedule Baseline
Baseline DevelopmentStep 1 Detailed Schedule DevelopmentStep 2 Schedule IntegrationStep 3 Establish the Performance Measurement BaselineStep 4 Funding ReconciliationStep 5 Integrate the Cost and Schedule Baseline
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 55
PMCS Baseline Development (2)PMCS Baseline Development (2)
STEP 1 – Detailed Schedule Development100% of scope covered for CXI and XPPSimplest approach is to schedule the WBSLogic-driven schedule networksConsistent use of calendars, units and resources for reliable calculationsIdentify interfaces (Needs and Avails) with other systemsProper activity coding for reporting and summarization
STEP 1 – Detailed Schedule Development100% of scope covered for CXI and XPPSimplest approach is to schedule the WBSLogic-driven schedule networksConsistent use of calendars, units and resources for reliable calculationsIdentify interfaces (Needs and Avails) with other systemsProper activity coding for reporting and summarization
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 56
PMCS Baseline Development (3)PMCS Baseline Development (3)
STEP 3 – Establishing the PMBDevelop the work packages Cost load the schedule to establish the budget and obligation profilesIdentify performance measurement techniques
STEP 4 – Funding ReconciliationTypically, the ‘bottoms-up’ plan yields a different funding requirement than what has already been established from the ‘Top-down’, requiring schedule iterationsIdentify and correct funding issues at lowest level of detail plan fit within the existing funding constraints
STEP 3 – Establishing the PMBDevelop the work packages Cost load the schedule to establish the budget and obligation profilesIdentify performance measurement techniques
STEP 4 – Funding ReconciliationTypically, the ‘bottoms-up’ plan yields a different funding requirement than what has already been established from the ‘Top-down’, requiring schedule iterationsIdentify and correct funding issues at lowest level of detail plan fit within the existing funding constraints
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 57
PMCS Baseline Development (4)PMCS Baseline Development (4)
STEP 5 – Integrate Cost/Schedule BaselineSTEP 5 – Integrate Cost/Schedule Baseline
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 58
Resource Breakdown StructureResource Breakdown Structure
12
3
4
5
1
2
3
4
5
123
RBS - BE
WBS
FUND
Nadine [email protected]
LUSI DOE Review July 23, 2007PMCS 59
Green : CPI or SPI between 0.90 and 1.15Yellow: CPI or SPI between 0.85 and 0.89Red: CPI or SPI below 0.85 or above 1.25Blue: CPI or SPI between 1.16 and 1.25
The ones that aren't shaded in are variances that are less than $10,000 (too small to worry about).These thresholds (except for the Blue one) are the same as the PARS System thresholds. We require our CAMs to write VARs for all reds, yellows and blues at WBS level 3.
Green : CPI or SPI between 0.90 and 1.15Yellow: CPI or SPI between 0.85 and 0.89Red: CPI or SPI below 0.85 or above 1.25Blue: CPI or SPI between 1.16 and 1.25
The ones that aren't shaded in are variances that are less than $10,000 (too small to worry about).These thresholds (except for the Blue one) are the same as the PARS System thresholds. We require our CAMs to write VARs for all reds, yellows and blues at WBS level 3.