Survey
* Your assessment is very important for improving the workof artificial intelligence, which forms the content of this project
* Your assessment is very important for improving the workof artificial intelligence, which forms the content of this project
PMPlan Enterprise Suite of Project Related Management Software Tools For Project, Line & Sr. Management By AlNik Solutions, LLC What is the PMPlan Enterprise Suite? • Software Tools to help Proposal, Pricing, Project Management, and Line/Functional Managers of an organization, in an “Integrated Approach”, to more effectively do their job in executing and reporting progress. • All of the workforce/workload data is maintained within a common SQL Server Database. • Enterprise tools allow several concurrent users to access and/or work on selected projects. • Proper use of the Enterprise tools should encourage the development of better proposal, and project management skills and processes. PMPlan Enterprise Tool Suite Company Accounting Data anDbManager (Database Administration) Actual Company Rate Data Jobs Categories Jobs Rates Company Roster Data Burden Rates PMPlan (Project Management) Basis-Of-Estimate Work Breakdown Structure Objectives Deliverables Scheduling Standard Reports Labor Loading Other Direct Costs Budgets Importing Actual Estimate-To-Complete Earned Value Methodology Roster LMPlan (Line Management) PMFolio (Portfolio Reports) Balance Remaining Workforce Requirements Deliverables Milestones Revenues Cash Flow Custom Reports Planned Monthly Loading Data Assigned Monthly Loading Data Standard Reports Standard Reports Custom Reports Custom Reports Benefits of PMPlan Enterprise • Centralized common data, with one database to maintain promoting better process uniformity. • Consistent pricing methods, acceptable to DCAA pricing Standards. • Numerous reports to communicate with the project team, management, and other internal and external customers. • Automatic synchronization between objectives, schedule, and budget. • Reduces the time of managing the plan, thus allowing more time for forecasting required resources, and working with the project team. Elements of a Project’s Life Cycle PMPlan Enterprise effectively reduces the time and effort, thus the cost of performing all elements of a project’s life cycle. Requirements to Use PMPlan Enterprise • Windows Server Network • SQL Server 2005 • Quality User Computers “the better the quality, the faster turn-around of the Data” PMPlan Enterprise© - anDBManager© Database Administration Tool anDBManager – Administrative Tool Company Accounting Data anDbManager (Database Administration) Actual Company Rate Data Jobs Categories Jobs Rates Company Roster Data Burden Rates PMPlan (Project Management) Basis-Of-Estimate Work Breakdown Structure Objectives Deliverables Scheduling Standard Reports Labor Loading Other Direct Costs Budgets Importing Actual Estimate-To-Complete Earned Value Methodology Roster LMPlan (Line Management) PMFolio (Portfolio Reports) Balance Remaining Workforce Requirements Deliverables Milestones Revenues Cash Flow Custom Reports Planned Monthly Loading Data Assigned Monthly Loading Data Standard Reports Standard Reports Custom Reports Custom Reports anDBManager – Labor Categories anDBManager – Organizational Breakdown Structures anDBManager – Burden Rates Burden Key (If multi-years, will only use the current Burden Key. PMPlanDB uses the Burden Key based on when that resource is being used. anDBManager – Financial Calendar • Can specify that each month ends on a specific day (i.e. the last Thursday of the month), or • Specify the last day of the month for each month for next 20 years (for example, one client uses 4 weeks, 4 weeks, 5 weeks for each quarter). anDBManager – Global Project Custom Fields PMPlan Enterprise© - PMPlanDB© Project Managers Tool PMPlan - Project Management Tool Company Accounting Data anDbManager (Database Administration) Actual Company Rate Data Jobs Categories Jobs Rates Company Roster Data Burden Rates PMPlan (Project Management) Basis-Of-Estimate Work Breakdown Structure Objectives Deliverables Scheduling Standard Reports Labor Loading Other Direct Costs Budgets Importing Actual Estimate-To-Complete Earned Value Methodology Roster LMPlan (Line Management) PMFolio (Portfolio Reports) Balance Remaining Workforce Requirements Deliverables Milestones Revenues Cash Flow Custom Reports Planned Monthly Loading Data Assigned Monthly Loading Data Standard Reports Standard Reports Custom Reports Custom Reports Introduction • PMPlan© is a project management software application that helps the user to: – Construct a Work Breakdown Structure (WBS) to break down the project into activities with tangible results (i.e. Deliverables) – Record within the Project Database, objectives, assumptions, and information for each WBS element. – Estimate and schedule the project using Precedence Dependency Method (PDM) which can be viewed in Gantt or Logic Network Charts. – Develop resource loading to identify the resources required to complete the project. – Generate reports for communicating with stakeholders. – Obtain early (Difficult to Ignore) problem identification using Earned Value Tracking Methods. Major Features • Interactive Work Breakdown Structure • Deliverables • Interactive Logic Network Diagram • Interactive Gantt Schedule • Total Effort (Loading) • Activity Effort (Loading) • Resource Effort (Loading) • Standard Pricing • Estimate-To-Complete Project Tracking • Earned Value Project Tracking • More than 40 types of reports • Can be interfaced with an accounting system • Can be used for pricing to DCAA Standards • Summary Project – to summarize multiple projects for other purposes (i.e. for a Client) WBS Development in PMPlanDB In addition to the WBS the objectives and Basis of Estimates can be entered. Listing of Project’s Deliverables Logic Diagram Network View Activity Sequencing – Schedule View Activity and Milestone sequencing in the Schedule View. Custom Calendars - Setup To modify an existing calendar select choice in combo box Controls hours per day for Full Time Equivalent Controls the standard work week Bold dates are non-work days. To convert to workday, click the date. Custom Calendars - Assigning To change the calendar for an activity, select the choice from the combo list Rollup WBS elements automatically have every day calendar. Resource Pool PMPlanDB The resource pool in “PMPlanDB” resides on the server database. It’s comprised of resources defined in “anDBManager” which may be organized, and displayed as, staff, labor categories, or labor categories with staff. Resources are displayed (as desired) and selected for the project from the Resource Pool Tab on the project file. These resources are monitored and forecasted for availability and usage by a line manager using “LMPlanDB”. Resource Planning – Using Total Effort These are rollup hours Hours or percent of Full Time Equivalent (FTE) by Activity can be entered in this table, for developing a quick total budget estimate. Auto-Spreading Modes Control Shape of Spreading Loading and Costing – Travel and Material Costs Detailed information can be entered for travel, material, services, etc., providing evidence to support the estimates. Resource Loading – Using Activity Effort Resource Loading – Using Resource Effort Resource Planning – Project Allocation Levels The scaled color-coding of allocation gives you a quick overview of how well you are utilizing resource in the project. You can set the desired allocation level of each resource. For example, Mark as been set for 25%, thus he is green for full utilization. Cost Estimating - Budgets Budgets can be viewed in daily, weekly, monthly, quarterly, annual, or fiscal time periods. The numbers can also be cumulative. Price Type Selection and Indication Summary Projects • To create a summary project, select the summary option in the New Project Dialog box. • Create the upper WBS. • For each lower element, right-click for Task Information, then select subproject for combo at the bottom of the form. • After the Summary WBS is ready, import the Resource Loading data. • Takes about 5 minutes to update a Summary Project containing 70 projects and 167 staff. Risk Analysis (Cost and Schedule) Setting Project Permissions Can set permissions in addition to full modification privileges. Can modify the project from a selected WBS Element down. If more than one branch, assign a new row. Can view the project and print reports. If set to Deny, user will not even see project in listing. Default value for a new project. If set to Deny, owner must give each new user permission to access the project Summary Change History PMPlan Enterprise© - PMPlanDB© Additional Pricing Features Example Proposal Cost Sheet – Page 1 This proposal cost sheet has been approved by DCAA for government pricing. Example Proposal Cost Sheet – Page 2 Example Proposal Cost Sheet – Page 3 Example Proposal Cost Sheet – Page 4 Proposal Cost Sheet can be generated for each WBS element required to support proposal documentation. Creating Standard Assembly Template Selecting Quantity of Standard Products Selected Users can Modify Standard Products Unit Pricing Mode Quote Sheet PMPlan Enterprise© - PMPlanDB© Project Management Reports Basis of Estimate WBS Dictionary The narrative outline can be exported from PMPlan into a RTF Word Processor. Deliverables with Schedule Report A List of Deliverables can be exported to a proposal. Task Manager Work Authorization Work Authorization (Cont.) All information in this Work Authorization is available from information entered into PMPlan. Work Packages (Cost Accounts) Work Packages for Outfit RV Fulton WBS No: 1.1 1.2 1.3 1.4 2.1 2.2 2.3 2.4 3.1 3.2 3.3 3.4 3.5 4.1 4.2 4.3 4.4 4.5 5.1 5.2 5.3 5.4 5.5 6.1 6.2 6.3 6.4 6.5 7 CWBS Title: CWBS Start Finish Porject Manager PM 5/3/2004 7/29/2005 Schedule and Cost Control SC 5/3/2004 7/29/2005 Monthly Progress Reports MR 6/16/2004 7/18/2005 Quarterly Meetings QM 6/10/2004 6/16/2005 System Engineer SE 5/3/2004 7/29/2005 Requirements Document RD 5/3/2004 5/21/2004 Review Meetings RM 7/26/2004 7/18/2005 System At-Sea Test SysTest 10/4/2004 7/11/2005 SAF Concept Design 3100 5/24/2004 6/25/2004 SAF Preliminary Design 3200 8/2/2004 9/24/2004 SAF Detail Design 3300 10/4/2004 12/24/2004 SAF Fab and Assembly 3400 2/3/2005 5/16/2005 SAF Factory Acceptance Test 3500 2/3/2005 5/23/2005 SDW Concept Design SDW-CD 5/24/2004 7/2/2004 SDW Preliminary Design SDW-PD 8/2/2004 9/24/2004 SDW Detail Design SDW-DD 10/4/2004 12/17/2004 SDW Fab and Assembly SDW-FA 2/3/2005 3/28/2005 SDW Factory Acceptance Test SDW-FAT 2/3/2005 4/7/2005 SBC Concept Design 5100 5/24/2004 6/15/2004 SBC Preliminary Design 5200 8/2/2004 9/13/2004 SBC Detail Design 5300 10/4/2004 11/24/2004 SBC Fab and Assembly 5400 2/3/2005 3/23/2005 SBC Factory Acceptance Test 5500 2/3/2005 3/25/2005 Labs Concept Design 6100 5/24/2004 7/23/2004 Labs Preliminary Design 6200 8/2/2004 9/16/2004 Labs Detail Design 6300 10/4/2004 1/26/2005 Labs Fab and Assembly 6400 2/3/2005 4/13/2005 Labs Factory Acceptance Test 6500 2/3/2005 4/21/2005 Electrical Generator 7000 10/4/2004 3/8/2005 Budget $156,578 $35,586 $19,041 $50,965 $34,556 $14,400 $24,432 $44,303 $28,800 $48,600 $68,880 $59,326 $26,932 $50,400 $54,000 $86,880 $51,550 $36,009 $13,680 $22,320 $35,280 $36,990 $13,184 $42,240 $29,920 $80,973 $127,634 $17,222 $72,556 PMPlan can generate Work Package Listing for submitting to Business Office. PMPlan Enterprise© - PMPlanDB© Project Status & Performance Reports Tracking Setup View Interface with Financial Database • PMPlan Enterprise has been interfaced with customer’s Financial Databases using the following methods: – Export from Financial Database with import to tables in PMPlan Database. – Financial Database provides view of actual data with PMPlan Database using stored procedures to read the actual data. Review ETC – Total Effort Tab Blanked out since task is completed ETC Summary Report – Upper Left ETC Summary Report – Upper Right ETC Summary Report – Lower Left ETC Summary Report – Lower Right Graphic Report for Managers Manning Forecast Balance Remaining Report Cash Flow Chart Graphic Reports PMPlan Enterprise© - PMPlanDB© Earned Value Status & Performance Reports Developing Status PMPlan can import actual costs from an intranet source. Cost/Schedule Status Report Earned Value reporting. Graphic Performance Report The Variance Trend graph provides a better indication of performance issues. Bull's-eye Report Time-Histroy Bullseye Chart Title: Bedroom Set for Dennis and Emily Date: 30-Aug-2002 Manager: Alex WORK ACCOMPLISHED 0% 100% Behind Schedule Ahead of Schedule TCPI 1.10 1.05 FUNDS EXPENDED 1.00 0.95 0.90 Overspent 0.85 0.80 0.75 0.75 0% Cost Performance Index (CPI) 1.15 73% Underspent 1.20 EAC $89K 100% 1.25 74% 0.80 0.85 0.90 0.95 1.00 1.05 Schedule Performance Index (SPI) 1.10 1.15 1.20 1.25 Contract Performance Report – Format 1 Contract Performance Report – Format 2 Contract Performance Report – Format 3 Contract Performance Report – Format 4 Contract Performance Report – Format 5 Contract Performance Report – Format 5 (continued) PMPlan Enterprise© - LMPlanDB© Line Managers Tool LMPlan - Line Management Tool Company Accounting Data anDbManager (Database Administration) Actual Company Rate Data Jobs Categories Jobs Rates Company Roster Data Burden Rates PMPlan (Project Management) Basis-Of-Estimate Work Breakdown Structure Objectives Deliverables Scheduling Standard Reports Labor Loading Other Direct Costs Budgets Importing Actual Estimate-To-Complete Earned Value Methodology Roster LMPlan (Line Management) PMFolio (Portfolio Reports) Balance Remaining Workforce Requirements Deliverables Milestones Revenues Cash Flow Custom Reports Planned Monthly Loading Data Assigned Monthly Loading Data Standard Reports Standard Reports Custom Reports Custom Reports What is LMPlanDB? • A component of the PMPlan Enterprise Suite • The Line Manager tool for forecasting resources for projected projects, and assigning staff to these projects. • Provides reports to review these forecasted staff assignments in different ways. • Is integrated with the PMPlanDB tool, thus draws its planned data from selected projects on the common PMPlan Database. LMPlanDB Work Flow Create Project Plan PMPlanDB MS Project LMPlanDB Import Project Plan Assign Staff to Project Group Reallocate Staff Reports Assigning Staff to Project LMPlanDB –Staff to be Assigned to a Project Upper table shows the project plan. As work is assigned to the lower table, the hours in these cells will decrease. The goal is have all zeros. Lower table shows the to be assigned to for the selected project. Pick how hours are to be assigned. If hours is selected, up to the hours shown will be transferred. To assign hours, you must have selections in both tables. Once the assignment has been selected, click the Assign button to complete the assignment. Line Manager can assign staff without affecting the PM Plan, thus showing PM can review impact to project. OBS Group Assignments Report After Setting the desired filters and conditions, click ‘Refresh Report’ button. Gives Line Manager a summary by staff name of group’s loading and project assignments for ‘n’ months ahead. Category Capacity Assessment Report After Setting the desired filters and conditions, click ‘Refresh Report’ button. Color code shows over/under load (in FTEs) Red or Orange = not enough project work for staff in that category Cyan or Green = Overcommitted Summary Forecast Report Gives the Line Manager a snapshot of group’s loading and billability. Staff Assignment Emails or Printouts To reduce the list of staff to select from sets these filters as desired. After selecting staff, send work assignments to printer or email. Can use email to communicate work assignments to staff PMPlan Enterprise© - PMFolio© Management Portfolio Tool PMFolio - PMPlan Portfolio Tool Company Accounting Data anDbManager (Database Administration) Actual Company Rate Data Jobs Categories Jobs Rates Company Roster Data Burden Rates PMPlan (Project Management) Basis-Of-Estimate Work Breakdown Structure Objectives Deliverables Scheduling Standard Reports Labor Loading Other Direct Costs Budgets Importing Actual Estimate-To-Complete Earned Value Methodology Roster LMPlan (Line Management) PMFolio (Portfolio Reports) Balance Remaining Workforce Requirements Deliverables Milestones Revenues Cash Flow Custom Reports Planned Monthly Loading Data Assigned Monthly Loading Data Standard Reports Standard Reports Custom Reports Custom Reports PMFolio © The Management Revenue Analysis and Portfolio tool for analyzing all projects within the organizations common server database. Provides summary reports showing the status and health of all of the projects, or projects of interest. PMFolio is a complementary module to the other Enterprise Tools. Summary Balance Remaining Report The Summary Balance Remaining Report provides a quick summary of the status of each project (general information if it is a proposal). Summary Workforce Requirements Report The Summary Workforce Requirements Report provides a quick synopsis of the requested loading of each job category your company is using for project plans. The forecast is split between backlog and proposals. You can assign a rating to each proposal to control the estimated amount of workforce based on the estimated change of winning. Detail Workforce Requirements Report The Detail Workforce Requirements Report displays the requested monthly hours by project, subaccount, and category. With a simple drag and drop you can view the data in different groupings. The main image is grouped by project then category. The other three tare outs show grouping by category then project, category only, and project only. Deliverables Report The Deliverable report shows all of the deliverables that have not been completed. The red background is overdue deliverables, yellow is due in the next 60 days, and green are due more than 60 days from the most current status date. Activities Report The Activities Report shows all of the activities in all of the selected projects. The table also includes the requested hours by category for each activity. By filtering the data, you can control which activities are displayed. Total Revenue Report The Total Revenue Report provides the monthly breakdown of revenue for all of the projects selected in the ‘Project Listing’ tab. Total Cash Flow of All Selected Projects Report This report provides monthly cash flow including projections for the next 24 months. PMPlan© “For Project Managers, by Project Managers” Tools for Project and Line Management Questions?