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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
Topics


• Issue, Standardizing Data presentation locally and at NASA Headquarters
• Resulting Briefing
• Using Deltek wInsight Modules




                                            Hesenperger/Kottmyer: 2012 PM Challenge   2
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
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
Automated wInsight Slides




               Hesenperger/Kottmyer: 2012 PM Challenge   5
GPM EVM
September 2011Data
  For November MSR




             Hesenperger/Kottmyer: 2012 PM Challenge   6
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
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
Cost Drivers


        LongDes c         SV   CV VAC   VAR    SV        CV       BAC         EAC      VAC     CPI    SPI   TCPI   PctCmp %Spt      CpiSpi     MovAvg6
1   PERF MEASURE BL                     sc -21,491.1 -26,220.0 814,441.0   840,668.8 -26,227.8 0.957 0.964 1.000   71.22   74.44   860,332.9   899,922.3
2   GPM In-House Effort                 sc -14,735.4 -18,225.0 606,165.6   606,165.6       0.0 0.957 0.965 1.097   66.15   69.16   641,596.4   664,828.5
3   GMI #1                              scV -2,541.7 -13,030.3 182,216.0   207,647.2 -25,431.1 0.923 0.984 0.669   86.27   93.42   197,757.7   222,655.5
4   MGT RESERVE                                   0.0      0.0 113,889.0   113,889.0       0.0 0.000 0.000 1.000    0.00    0.00   123,447.5   142,683.8
5   GMI #2                              scSC -4,214.0 5,035.3 26,059.4     26,856.1     -796.6 1.300 0.838 0.419   83.83   64.51   20,678.3    18,574.8




                                                                                        Hesenperger/Kottmyer: 2012 PM Challenge                            9
A. GPM CPI SPI Monthly Trend Chart
GSFC N/A N/A RDTE                                                             Name: PERF MEASURE BL         Element: [PMB]
                     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    1.006   0.916   1.134   1.030   0.989   1.642   0.833   1.190   0.852   0.793   0.827     0.724
     CPI Monthly    0.751   0.681   0.762   0.713   0.873   4.441   0.817   1.076   0.761   0.703   0.804     0.604

                                                                            Hesenperger/Kottmyer: 2012 PM Challenge          10
Cum Element Performance
GSFC N/A N/A RDTE                                                         Name: PERF MEASURE BL          Element: [PMB]
                  2010            2011
                  NOV     DEC     JAN     FEB     MAR     APR     MAY     JUN     JUL     AUG     SEP                OCT
           700




                                                                                                     T im e N o w
           600



           500



           400



           300



           200



           100



             0




    BCWS         489.2   499.6   509.7   519.9   546.7   556.6   566.2   576.0   585.1   593.8   601.5              606.7
    BCWP         455.7   467.6   478.0   488.1   532.0   540.3   551.7   560.0   567.3   574.4   580.1
    ACWP         494.5   510.0   524.7   536.2   546.1   556.2   566.8   577.7   588.1   596.9   606.3
    ETC                                                                                                             611.4

                                                                     Hesenperger/Kottmyer: 2012 PM Challenge                11
D. GPM CPI SPI CUM Trend Chart
GSFC N/A N/A RDTE                                                              Name: PERF MEASURE BL          Element: [PMB]
                      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          0.932   0.932   0.936   0.938   0.939   0.973   0.971    0.974   0.972   0.969   0.967     0.964
    CPI CUM          0.929   0.922   0.917   0.911   0.910   0.974   0.971    0.973   0.969   0.965   0.962     0.957

                                                                             Hesenperger/Kottmyer: 2012 PM Challenge           12
E. GPM Percent
GSFC N/A N/A RDTE                                                             Name: PERF MEASURE BL          Element: [PMB]
                     2010                    2011
                     OCT     NOV     DEC     JAN     FEB     MAR     APR      MAY     JUN     JUL     AUG        SEP



             75.0


             72.5


             70.0


             67.5


             65.0


             62.5


             60.0


             57.5


             55.0


             52.5



    PCTSCH          57.60   58.96   60.22   61.44   62.67   67.12   68.34    69.52   70.72   71.84   72.90     73.86
    PCTCMP          53.68   54.93   56.36   57.62   58.83   65.32   66.34    67.74   68.76   69.65   70.53     71.22
    PCTSPENT        57.77   59.61   61.47   63.24   64.63   67.05   68.29    69.60   70.94   72.20   73.29     74.44


                                                                            Hesenperger/Kottmyer: 2012 PM Challenge           13
F. GPM SPA Schedule Delta
GSFC N/A N/A RDTE                                                          Name: PERF MEASURE BL          Element: [PMB]
                   2010                    2011
                   OCT     NOV     DEC     JAN     FEB     MAR     APR     MAY     JUN     JUL     AUG        SEP
            620


            600


            580


            560


            540


            520


            500


            480


            460


            440



     BCWS         477.9   489.2   499.6   509.7   519.9   546.7   556.6   566.2   576.0   585.1   593.8     601.5
     BCWP         445.4   455.7   467.6   478.0   488.1   532.0   540.3   551.7   560.0   567.3   574.4     580.1
     ACWP         479.3   494.5   510.0   524.7   536.2   546.1   556.2   566.8   577.7   588.1   596.9     606.3


                                                                     Hesenperger/Kottmyer: 2012 PM Challenge               14
G. GPM Calculated IEAC (based on past performance)
GSFC N/A N/A RDTE                                                    Name: PERF MEASURE BL     Element: [PMB]
                      2010                  2011
                      OCT    NOV    DEC     JAN    FEB   MAR   APR   MAY   JUN   JUL    AUG        SEP
              1,050


              1,000


               950


               900


               850


               800


               750


               700



     CPI              893    900     905     911   911   836   838   837   840    844    846       851
     CPISPI           923    930     932     936   936   844   847   844   848    852    855       860
     3MonCPI          914    970   1,005   1,014   977   704   695   693   865    880    915       940
     6MonCPI          946    964     949     964   974   781   778   765   764    764    766       900
     BAC              830    830     830     830   830   814   814   814   814    814    814       814
     LRE              830    830     830     830   816   819   821   833   833    833    833       841

                                                                Hesenperger/Kottmyer: 2012 PM Challenge         15
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
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
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
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
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
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
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
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
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
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
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
G. GPM Calculated IEAC (based on past performance)
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
               250

               240


               230

               220

               210

               200

               190

               180


               170

               160


     CPI             170.7   169.1   172.2   173.2   174.6   189.6   190.9   192.9   194.6     195.9   196.5   197.3
     CPISPI          171.8   170.0   173.0   173.7   175.0   190.3   191.5   193.5   195.1     196.4   197.0   197.8
     3MonCPI         164.1   166.2   177.6   179.3   190.3   202.2   207.3   215.9   235.3     240.0   219.3   214.2
     6MonCPI         169.4   166.1   169.5   172.5   178.9   199.0   202.4   216.7   215.9     221.4   217.7   222.7
     BAC             167.9   167.9   167.9   167.9   167.9   182.2   182.2   182.2   182.2     182.2   182.2   182.2
     LRE             167.9   167.9   167.9   167.9   180.4   197.6   198.0   199.6   199.6     199.6   199.6   207.6

                                                                        Hesenperger/Kottmyer: 2012 PM Challenge              27
A. GPM CPI SPI Monthly Trend Chart
GSFC N/A N/A RDTE                                                                            Name: GMI #2   Element: GMI-2
                     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    0.767   1.044   0.983   0.856   0.630   0.629   0.542    0.553   0.459     0.746   2.736   2.553
     CPI Monthly    1.712   1.393   0.980   1.541   1.315   3.750   1.669    2.035   2.329     2.837   4.637   2.855

                                                                            Hesenperger/Kottmyer: 2012 PM Challenge          28
Cum Element Performance
GSFC N/A N/A RDTE                                                                         Name: GMI #2   Element: GMI-2
                   2010                    2011
                   OCT     NOV     DEC     JAN     FEB     MAR     APR     MAY     JUN       JUL     AUG     SEP
           28.0




                                                                                                                T im e N o w
           26.0


           24.0


           22.0


           20.0


           18.0


           16.0


           14.0


           12.0


           10.0



    BCWS          11.44   12.97   14.80   16.61   18.40   20.71   21.94   23.24   24.87     25.61   25.78   26.06
    BCWP          10.46   12.05   13.85   15.40   16.53   17.98   18.65   19.37   20.12     20.67   21.14   21.85
    ACWP           9.96   11.11   12.94   13.95   14.80   15.19   15.59   15.95   16.27     16.46   16.56   16.81
    ETC



                                                                     Hesenperger/Kottmyer: 2012 PM Challenge                   29
D. GPM CPI SPI CUM Trend Chart
GSFC N/A N/A RDTE                                                                            Name: GMI #2   Element: GMI-2
                      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          0.914   0.929   0.936   0.927   0.898   0.868   0.850   0.833   0.809     0.807   0.820   0.838
    CPI CUM          1.050   1.085   1.070   1.104   1.116   1.184   1.196   1.215   1.237     1.256   1.276   1.300

                                                                        Hesenperger/Kottmyer: 2012 PM Challenge              30
E. GPM Percent
GSFC N/A N/A RDTE                                                                            Name: GMI #2   Element: GMI-2
                     2010                    2011
                     OCT     NOV     DEC     JAN     FEB     MAR     APR      MAY     JUN       JUL     AUG     SEP
             110


             100


               90


               80


               70


               60


               50


               40


               30


               20



    PCTSCH          23.01   26.08   29.75   33.39   36.99   79.45   84.18    89.17   95.43     98.28   98.94 100.00
    PCTCMP          21.03   24.24   27.85   30.96   33.24   69.00   71.56    74.32   77.20     79.33   81.13 83.83
    PCTSPENT        20.03   22.34   26.02   28.04   29.77   58.30   59.83    61.19   62.42     63.17   63.56 64.51


                                                                            Hesenperger/Kottmyer: 2012 PM Challenge          31
F. GPM SPA Schedule Delta
GSFC N/A N/A RDTE                                                                          Name: GMI #2   Element: GMI-2
                    2010                    2011
                    OCT     NOV     DEC     JAN     FEB     MAR     APR     MAY     JUN       JUL     AUG     SEP
            28.0


            26.0


            24.0


            22.0


            20.0


            18.0


            16.0


            14.0


            12.0


            10.0



     BCWS          11.44   12.97   14.80   16.61   18.40   20.71   21.94   23.24   24.87     25.61   25.78   26.06
     BCWP          10.46   12.05   13.85   15.40   16.53   17.98   18.65   19.37   20.12     20.67   21.14   21.85
     ACWP           9.96   11.11   12.94   13.95   14.80   15.19   15.59   15.95   16.27     16.46   16.56   16.81

                                                                      Hesenperger/Kottmyer: 2012 PM Challenge              32
G. GPM Calculated IEAC (based on past performance)
GSFC N/A N/A RDTE                                                                             Name: GMI #2   Element: GMI-2
                       2010                    2011
                       OCT     NOV     DEC     JAN     FEB     MAR     APR     MAY     JUN       JUL     AUG     SEP
               55.0


               50.0


               45.0


               40.0


               35.0


               30.0


               25.0


               20.0


               15.0



     CPI              47.37   45.83   46.47   45.04   44.54   22.02   21.79   21.45   21.07     20.75   20.42   20.05
     CPISPI           50.89   48.46   48.76   47.47   47.91   23.05   22.88   22.55   22.21     21.78   21.26   20.68
     3MonCPI          46.37   43.07   41.58   41.62   42.24   19.60   19.35   18.63   19.26     18.78   18.28   18.13
     6MonCPI          51.15   44.95   45.51   43.81   42.66   20.68   20.69   20.37   19.42     19.03   18.44   18.57
     BAC              49.73   49.73   49.73   49.73   49.73   26.06   26.06   26.06   26.06     26.06   26.06   26.06
     LRE              49.73   49.73   49.73   49.73   23.92   15.07   16.48   26.86   26.86     26.86   26.86   26.86


                                                                          Hesenperger/Kottmyer: 2012 PM Challenge             33
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
Using Deltek wInsight Modules




                 Hesenperger/Kottmyer: 2012 PM Challenge   35
Using wInsight/Briefing Wizard
• Setup
   – Define Stoplight Views and Charts
       • Select fields
       • Create filters
   – Setup Briefing Wizard
       • Select view and charts
       • Rename to order charts
       • Save setup in WSA file




                                         Hesenperger/Kottmyer: 2012 PM Challenge   36
Hesenperger/Kottmyer: 2012 PM Challenge   37
Hesenperger/Kottmyer: 2012 PM Challenge   38
Hesenperger/Kottmyer: 2012 PM Challenge   39
Hesenperger/Kottmyer: 2012 PM Challenge   40
Hesenperger/Kottmyer: 2012 PM Challenge   41
Hesenperger/Kottmyer: 2012 PM Challenge   42
Hesenperger/Kottmyer: 2012 PM Challenge   43
Hesenperger/Kottmyer: 2012 PM Challenge   44
Hesenperger/Kottmyer: 2012 PM Challenge   45
Hesenperger/Kottmyer: 2012 PM Challenge   46
Hesenperger/Kottmyer: 2012 PM Challenge   47
Hesenperger/Kottmyer: 2012 PM Challenge   48
Questions?


      Hesenperger/Kottmyer: 2012 PM Challenge   49

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Standardized EVM Charts Using wInsight

  • 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
  • 5. Automated wInsight Slides Hesenperger/Kottmyer: 2012 PM Challenge 5
  • 6. GPM EVM September 2011Data For November MSR Hesenperger/Kottmyer: 2012 PM Challenge 6
  • 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
  • 9. Cost Drivers LongDes c SV CV VAC VAR SV CV BAC EAC VAC CPI SPI TCPI PctCmp %Spt CpiSpi MovAvg6 1 PERF MEASURE BL sc -21,491.1 -26,220.0 814,441.0 840,668.8 -26,227.8 0.957 0.964 1.000 71.22 74.44 860,332.9 899,922.3 2 GPM In-House Effort sc -14,735.4 -18,225.0 606,165.6 606,165.6 0.0 0.957 0.965 1.097 66.15 69.16 641,596.4 664,828.5 3 GMI #1 scV -2,541.7 -13,030.3 182,216.0 207,647.2 -25,431.1 0.923 0.984 0.669 86.27 93.42 197,757.7 222,655.5 4 MGT RESERVE 0.0 0.0 113,889.0 113,889.0 0.0 0.000 0.000 1.000 0.00 0.00 123,447.5 142,683.8 5 GMI #2 scSC -4,214.0 5,035.3 26,059.4 26,856.1 -796.6 1.300 0.838 0.419 83.83 64.51 20,678.3 18,574.8 Hesenperger/Kottmyer: 2012 PM Challenge 9
  • 10. A. GPM CPI SPI Monthly Trend Chart GSFC N/A N/A RDTE Name: PERF MEASURE BL Element: [PMB] 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 1.006 0.916 1.134 1.030 0.989 1.642 0.833 1.190 0.852 0.793 0.827 0.724 CPI Monthly 0.751 0.681 0.762 0.713 0.873 4.441 0.817 1.076 0.761 0.703 0.804 0.604 Hesenperger/Kottmyer: 2012 PM Challenge 10
  • 11. Cum Element Performance GSFC N/A N/A RDTE Name: PERF MEASURE BL Element: [PMB] 2010 2011 NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT 700 T im e N o w 600 500 400 300 200 100 0 BCWS 489.2 499.6 509.7 519.9 546.7 556.6 566.2 576.0 585.1 593.8 601.5 606.7 BCWP 455.7 467.6 478.0 488.1 532.0 540.3 551.7 560.0 567.3 574.4 580.1 ACWP 494.5 510.0 524.7 536.2 546.1 556.2 566.8 577.7 588.1 596.9 606.3 ETC 611.4 Hesenperger/Kottmyer: 2012 PM Challenge 11
  • 12. D. GPM CPI SPI CUM Trend Chart GSFC N/A N/A RDTE Name: PERF MEASURE BL Element: [PMB] 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 0.932 0.932 0.936 0.938 0.939 0.973 0.971 0.974 0.972 0.969 0.967 0.964 CPI CUM 0.929 0.922 0.917 0.911 0.910 0.974 0.971 0.973 0.969 0.965 0.962 0.957 Hesenperger/Kottmyer: 2012 PM Challenge 12
  • 13. E. GPM Percent GSFC N/A N/A RDTE Name: PERF MEASURE BL Element: [PMB] 2010 2011 OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP 75.0 72.5 70.0 67.5 65.0 62.5 60.0 57.5 55.0 52.5 PCTSCH 57.60 58.96 60.22 61.44 62.67 67.12 68.34 69.52 70.72 71.84 72.90 73.86 PCTCMP 53.68 54.93 56.36 57.62 58.83 65.32 66.34 67.74 68.76 69.65 70.53 71.22 PCTSPENT 57.77 59.61 61.47 63.24 64.63 67.05 68.29 69.60 70.94 72.20 73.29 74.44 Hesenperger/Kottmyer: 2012 PM Challenge 13
  • 14. F. GPM SPA Schedule Delta GSFC N/A N/A RDTE Name: PERF MEASURE BL Element: [PMB] 2010 2011 OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP 620 600 580 560 540 520 500 480 460 440 BCWS 477.9 489.2 499.6 509.7 519.9 546.7 556.6 566.2 576.0 585.1 593.8 601.5 BCWP 445.4 455.7 467.6 478.0 488.1 532.0 540.3 551.7 560.0 567.3 574.4 580.1 ACWP 479.3 494.5 510.0 524.7 536.2 546.1 556.2 566.8 577.7 588.1 596.9 606.3 Hesenperger/Kottmyer: 2012 PM Challenge 14
  • 15. G. GPM Calculated IEAC (based on past performance) GSFC N/A N/A RDTE Name: PERF MEASURE BL Element: [PMB] 2010 2011 OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP 1,050 1,000 950 900 850 800 750 700 CPI 893 900 905 911 911 836 838 837 840 844 846 851 CPISPI 923 930 932 936 936 844 847 844 848 852 855 860 3MonCPI 914 970 1,005 1,014 977 704 695 693 865 880 915 940 6MonCPI 946 964 949 964 974 781 778 765 764 764 766 900 BAC 830 830 830 830 830 814 814 814 814 814 814 814 LRE 830 830 830 830 816 819 821 833 833 833 833 841 Hesenperger/Kottmyer: 2012 PM Challenge 15
  • 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
  • 27. G. GPM Calculated IEAC (based on past performance) 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 250 240 230 220 210 200 190 180 170 160 CPI 170.7 169.1 172.2 173.2 174.6 189.6 190.9 192.9 194.6 195.9 196.5 197.3 CPISPI 171.8 170.0 173.0 173.7 175.0 190.3 191.5 193.5 195.1 196.4 197.0 197.8 3MonCPI 164.1 166.2 177.6 179.3 190.3 202.2 207.3 215.9 235.3 240.0 219.3 214.2 6MonCPI 169.4 166.1 169.5 172.5 178.9 199.0 202.4 216.7 215.9 221.4 217.7 222.7 BAC 167.9 167.9 167.9 167.9 167.9 182.2 182.2 182.2 182.2 182.2 182.2 182.2 LRE 167.9 167.9 167.9 167.9 180.4 197.6 198.0 199.6 199.6 199.6 199.6 207.6 Hesenperger/Kottmyer: 2012 PM Challenge 27
  • 28. A. GPM CPI SPI Monthly Trend Chart GSFC N/A N/A RDTE Name: GMI #2 Element: GMI-2 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 0.767 1.044 0.983 0.856 0.630 0.629 0.542 0.553 0.459 0.746 2.736 2.553 CPI Monthly 1.712 1.393 0.980 1.541 1.315 3.750 1.669 2.035 2.329 2.837 4.637 2.855 Hesenperger/Kottmyer: 2012 PM Challenge 28
  • 29. Cum Element Performance GSFC N/A N/A RDTE Name: GMI #2 Element: GMI-2 2010 2011 OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP 28.0 T im e N o w 26.0 24.0 22.0 20.0 18.0 16.0 14.0 12.0 10.0 BCWS 11.44 12.97 14.80 16.61 18.40 20.71 21.94 23.24 24.87 25.61 25.78 26.06 BCWP 10.46 12.05 13.85 15.40 16.53 17.98 18.65 19.37 20.12 20.67 21.14 21.85 ACWP 9.96 11.11 12.94 13.95 14.80 15.19 15.59 15.95 16.27 16.46 16.56 16.81 ETC Hesenperger/Kottmyer: 2012 PM Challenge 29
  • 30. D. GPM CPI SPI CUM Trend Chart GSFC N/A N/A RDTE Name: GMI #2 Element: GMI-2 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 0.914 0.929 0.936 0.927 0.898 0.868 0.850 0.833 0.809 0.807 0.820 0.838 CPI CUM 1.050 1.085 1.070 1.104 1.116 1.184 1.196 1.215 1.237 1.256 1.276 1.300 Hesenperger/Kottmyer: 2012 PM Challenge 30
  • 31. E. GPM Percent GSFC N/A N/A RDTE Name: GMI #2 Element: GMI-2 2010 2011 OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP 110 100 90 80 70 60 50 40 30 20 PCTSCH 23.01 26.08 29.75 33.39 36.99 79.45 84.18 89.17 95.43 98.28 98.94 100.00 PCTCMP 21.03 24.24 27.85 30.96 33.24 69.00 71.56 74.32 77.20 79.33 81.13 83.83 PCTSPENT 20.03 22.34 26.02 28.04 29.77 58.30 59.83 61.19 62.42 63.17 63.56 64.51 Hesenperger/Kottmyer: 2012 PM Challenge 31
  • 32. F. GPM SPA Schedule Delta GSFC N/A N/A RDTE Name: GMI #2 Element: GMI-2 2010 2011 OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP 28.0 26.0 24.0 22.0 20.0 18.0 16.0 14.0 12.0 10.0 BCWS 11.44 12.97 14.80 16.61 18.40 20.71 21.94 23.24 24.87 25.61 25.78 26.06 BCWP 10.46 12.05 13.85 15.40 16.53 17.98 18.65 19.37 20.12 20.67 21.14 21.85 ACWP 9.96 11.11 12.94 13.95 14.80 15.19 15.59 15.95 16.27 16.46 16.56 16.81 Hesenperger/Kottmyer: 2012 PM Challenge 32
  • 33. G. GPM Calculated IEAC (based on past performance) GSFC N/A N/A RDTE Name: GMI #2 Element: GMI-2 2010 2011 OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP 55.0 50.0 45.0 40.0 35.0 30.0 25.0 20.0 15.0 CPI 47.37 45.83 46.47 45.04 44.54 22.02 21.79 21.45 21.07 20.75 20.42 20.05 CPISPI 50.89 48.46 48.76 47.47 47.91 23.05 22.88 22.55 22.21 21.78 21.26 20.68 3MonCPI 46.37 43.07 41.58 41.62 42.24 19.60 19.35 18.63 19.26 18.78 18.28 18.13 6MonCPI 51.15 44.95 45.51 43.81 42.66 20.68 20.69 20.37 19.42 19.03 18.44 18.57 BAC 49.73 49.73 49.73 49.73 49.73 26.06 26.06 26.06 26.06 26.06 26.06 26.06 LRE 49.73 49.73 49.73 49.73 23.92 15.07 16.48 26.86 26.86 26.86 26.86 26.86 Hesenperger/Kottmyer: 2012 PM Challenge 33
  • 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
  • 35. Using Deltek wInsight Modules Hesenperger/Kottmyer: 2012 PM Challenge 35
  • 36. Using wInsight/Briefing Wizard • Setup – Define Stoplight Views and Charts • Select fields • Create filters – Setup Briefing Wizard • Select view and charts • Rename to order charts • Save setup in WSA file Hesenperger/Kottmyer: 2012 PM Challenge 36
  • 49. Questions? Hesenperger/Kottmyer: 2012 PM Challenge 49