1. Standardized EVM charts using
wInsight Briefing Wizard
Presented to
Project Management Challenge 2012
February 22 – 23, 2012
Robert M. Hesenperger, MBA, PMP Jeffrey T. Kottmyer, MBA, PMP
Earned Value Lead Program Support and Business Systems Specialist
Global Precipitation Measurement (GPM) Project SGT Headquarters Staff
Hesenperger/Kottmyer: 2012 PM Challenge 1
2. Topics
• Issue, Standardizing Data presentation locally and at NASA Headquarters
• Resulting Briefing
• Using Deltek wInsight Modules
Hesenperger/Kottmyer: 2012 PM Challenge 2
3. Issue, Standardizing Data presentation locally
and at NASA Headquarters
• Issue: Earned Value Management (EVM) Project data is presented in many
forms at Goddard and NASA Headquarters
– This leads to an uncertain understanding of the project’s earned value
management data.
– Earth Sciences, Code 420, at Goddard wanted to use the same earned
value data for the project and for the program executive
• Solution:
– Include slides that defined the terms and acronyms used
– Coordinate the data and presentations between the Project Manager
and the Program Executive
Hesenperger/Kottmyer: 2012 PM Challenge 3
4. Issue, Standardizing Data presentation locally
and at NASA Headquarters
• Issue: Manual production of charts consumes a significant amount of time
• Solution: Automate the process of producing chart by using Deltek
wInsight Desktop and Deltek wInsight Professional
– Deltek MPM Connect extracts data from Deltek Micro-Frame Project
Manager (MPM) via an XML file that imports in to Deltek wInsight
Professional
– wInsight defines charts and graphs and filters
– Briefing Wizard uses wInsight charts and graphs and filters to
automatically produce PowerPoint slides in a few seconds
Hesenperger/Kottmyer: 2012 PM Challenge 4
7. Terminology
• PMB = Performance Measurement Baseline
• MR = Management Reserve
• Budget Base = PMB + MR
• Plan = PV or BCWP
• Performance = EV or BCWP
• Actuals = AC or ACWP
• Stoplight Index Colors: Red < .90, Yellow - >+.90 and <.95, Green >=.95 and <1.1,
and Blue >=1.1. White indicated no data.
• Change Arrows: more than 10% negative change is a down arrow; negative 10% to
positive 10% change is a horizontal arrow; and more that 10% positive change is
an up arrow.
• CPI = Cost Performance Index = BCWP/ACWP
• SPI = Schedule Performance Index = BCWP/BCWS
• Element is another word for WBS. 0000000 indicates the entire GPM Project.
• Cum Element Performance – This chart shows the Estimate to Complete for the
next 6 months along with the historic values for plan, performance, and actuals.
Hesenperger/Kottmyer: 2012 PM Challenge 7
8. Terminology cont’d.
• PERF MEASURE BL = Performance Measurement Baseline = Total Budget
without contingency.
• GPM In–House Ef = GPM In–House Effort without contingency.
• GMI #1 = Ball Aerospace and Technologies Corp. GPM Microwave Imager #1.
• GMI #2 = Ball Aerospace and Technologies Corp. GPM Microwave Imager #2.
Hesenperger/Kottmyer: 2012 PM Challenge 8
16. A. GPM CPI SPI Monthly Trend Chart
GSFC N/A N/A RDTE Name: GPM In-House Ef Element: In-House
2010 2011
OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP
2.50
2.00
1.50
1.00
0.50
0.00
-0.50
-1.00
-1.50
-2.00
-2.50
SPI Monthly 0.916 0.789 1.138 0.916 1.031 1.794 0.813 1.316 0.934 0.768 0.752 0.572
CPI Monthly 0.658 0.465 0.899 0.635 0.937 5.237 0.866 1.283 0.809 0.720 0.772 0.549
Hesenperger/Kottmyer: 2012 PM Challenge 16
17. Cum Element Performance
GSFC N/A N/A RDTE Name: GPM In-House Ef Element: In-House
2010 2011
NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT
500
T im e N o w
450
400
350
300
250
200
150
100
50
0
BCWS 327.3 334.5 341.8 349.1 371.9 379.7 387.2 394.4 401.9 408.6 415.7 420.9
BCWP 299.8 308.1 314.7 322.2 363.2 369.5 379.4 386.1 391.8 396.9 401.0
ACWP 338.4 347.6 358.1 366.1 373.9 381.2 388.9 397.3 405.2 411.8 419.2
ETC 424.4
Hesenperger/Kottmyer: 2012 PM Challenge 17
18. D. GPM CPI SPI CUM Trend Chart
GSFC N/A N/A RDTE Name: GPM In-House Ef Element: In-House
2010 2011
OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP
2.50
2.00
1.50
1.00
0.50
0.00
-0.50
-1.00
-1.50
-2.00
-2.50
SPI CUM 0.919 0.916 0.921 0.921 0.923 0.976 0.973 0.980 0.979 0.975 0.971 0.965
CPI CUM 0.902 0.886 0.886 0.879 0.880 0.971 0.969 0.975 0.972 0.967 0.964 0.957
Hesenperger/Kottmyer: 2012 PM Challenge 18
19. E. GPM Percent
GSFC N/A N/A RDTE Name: GPM In-House Ef Element: In-House
2010 2011
OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP
70.0
67.5
65.0
62.5
60.0
57.5
55.0
52.5
50.0
47.5
PCTSCH 52.29 53.48 54.66 55.85 57.04 61.35 62.64 63.88 65.07 66.29 67.41 68.59
PCTCMP 48.05 48.99 50.34 51.42 52.65 59.91 60.95 62.59 63.70 64.64 65.48 66.15
PCTSPENT 53.29 55.30 56.80 58.51 59.82 61.69 62.89 64.16 65.54 66.85 67.94 69.16
Hesenperger/Kottmyer: 2012 PM Challenge 19
20. F. GPM SPA Schedule Delta
GSFC N/A N/A RDTE Name: GPM In-House Ef Element: In-House
2010 2011
OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP
420
400
380
360
340
320
300
BCWS 320.0 327.3 334.5 341.8 349.1 371.9 379.7 387.2 394.4 401.9 408.6 415.7
BCWP 294.1 299.8 308.1 314.7 322.2 363.2 369.5 379.4 386.1 391.8 396.9 401.0
ACWP 326.1 338.4 347.6 358.1 366.1 373.9 381.2 388.9 397.3 405.2 411.8 419.2
Hesenperger/Kottmyer: 2012 PM Challenge 20
21. G. GPM Calculated IEAC (based on past performance)
GSFC N/A N/A RDTE Name: GPM In-House Ef Element: In-House
2010 2011
OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP
850
800
750
700
650
600
550
500
CPI 678.7 690.9 690.6 696.4 695.4 624.1 625.4 621.4 623.7 626.9 628.9 633.7
CPISPI 709.8 723.2 720.1 725.5 722.9 630.2 632.2 626.2 628.5 632.5 635.3 641.6
3MonCPI 756.0 824.2 813.3 818.9 724.0 489.9 481.1 479.5 621.1 635.2 684.6 722.0
6MonCPI 757.5 808.6 778.3 788.1 768.8 559.7 554.2 532.8 537.2 536.1 539.8 664.8
BAC 612.0 612.0 612.0 612.0 612.0 606.2 606.2 606.2 606.2 606.2 606.2 606.2
LRE 612.0 612.0 612.0 612.0 612.0 606.2 606.2 606.2 606.2 606.2 606.2 606.2
Hesenperger/Kottmyer: 2012 PM Challenge 21
22. A. GPM CPI SPI Monthly Trend Chart
GSFC N/A N/A RDTE Name: GMI #1 Element: GMI-1
2010 2011
OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP
2.50
2.00
1.50
1.00
0.50
0.00
-0.50
-1.00
-1.50
-2.00
-2.50
SPI Monthly 1.745 1.204 1.324 2.097 1.280 0.940 1.398 1.030 0.904 1.011 0.934 2.121
CPI Monthly 0.830 1.730 0.394 0.708 0.543 0.904 0.530 0.314 0.357 0.457 0.724 0.518
Hesenperger/Kottmyer: 2012 PM Challenge 22
23. Cum Element Performance
GSFC N/A N/A RDTE Name: GMI #1 Element: GMI-1
2010 2011 2013
NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP AUG
200
T im e N o w
180
160
140
120
100
80
60
40
20
0
BCWS 148.9 150.3 151.3 152.5 154.1 155.0 155.8 156.7 157.7 159.3 159.7 159.7
BCWP 143.9 145.6 147.9 149.4 150.9 152.2 153.0 153.8 154.8 156.3 157.2
ACWP 145.0 149.4 152.6 155.3 157.0 159.4 161.9 164.2 166.4 168.5 170.2
ETC 173.2
Hesenperger/Kottmyer: 2012 PM Challenge 23
24. D. GPM CPI SPI CUM Trend Chart
GSFC N/A N/A RDTE Name: GMI #1 Element: GMI-1
2010 2011
OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP
2.50
2.00
1.50
1.00
0.50
0.00
-0.50
-1.00
-1.50
-2.00
-2.50
SPI CUM 0.962 0.966 0.969 0.977 0.980 0.979 0.982 0.982 0.981 0.982 0.981 0.984
CPI CUM 0.984 0.993 0.975 0.969 0.962 0.961 0.955 0.945 0.937 0.930 0.928 0.923
Hesenperger/Kottmyer: 2012 PM Challenge 24
25. E. GPM Percent
GSFC N/A N/A RDTE Name: GMI #1 Element: GMI-1
2010 2011
OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP
94.0
92.0
90.0
88.0
86.0
84.0
82.0
PCTSCH 87.20 88.71 89.50 90.14 90.82 84.56 85.07 85.49 85.97 86.52 87.44 87.67
PCTCMP 83.89 85.70 86.75 88.09 88.96 82.80 83.51 83.94 84.38 84.94 85.79 86.27
PCTSPENT 85.29 86.34 89.01 90.90 92.50 86.15 87.48 88.87 90.10 91.31 92.49 93.42
Hesenperger/Kottmyer: 2012 PM Challenge 25
26. F. GPM SPA Schedule Delta
GSFC N/A N/A RDTE Name: GMI #1 Element: GMI-1
2010 2011
OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP
170.0
165.0
160.0
155.0
150.0
145.0
140.0
BCWS 146.4 148.9 150.3 151.3 152.5 154.1 155.0 155.8 156.7 157.7 159.3 159.7
BCWP 140.8 143.9 145.6 147.9 149.4 150.9 152.2 153.0 153.8 154.8 156.3 157.2
ACWP 143.2 145.0 149.4 152.6 155.3 157.0 159.4 161.9 164.2 166.4 168.5 170.2
Hesenperger/Kottmyer: 2012 PM Challenge 26
34. Explanation of IEACs
• IEAC – Independent Estimates at Complete – These are calculated end of
program dollars using earned value equations based on past performance.
• CPI = BAC / CPIcum
• CPISPI = BAC / (CPIcum * SPIcum)
• 3MONCPI = BAC / (CPI calculation from past 3 months)
• 6MONCPI = BAC / (CPI calculation from past 6 months)
• CPI = Cost Performance Index = BCWP/ACWP
• SPI = Schedule Performance Index = BCWP/BCWS
• Cum – Cumulative, Inception to Date
• MON - Month
• BAC – Baseline (Budget at Complete)
• LRE – Estimate (Estimate at Complete/Latest Revised Estimate)
Hesenperger/Kottmyer: 2012 PM Challenge 34