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Agile software development in an earned value world: a survival guide Jeffrey Kantor a , Kevin Long b , Jacek Becla c , FrossieEconomou a , Margaret Gelman d , Mario Juric e , Ron Lambert a , K. Simon Krughoff e , John D. Swinbank f , and XiuqinWu g a LSST Project Management Office, Tucson, AZ, U.S.A. b Longhorn Industries, U.S.A. c SLAC National Laboratory, Menlo Park, CA, U.S.A. d University of Illinois at Urbana-Champaign, U.S.A. e University of Washington, Seattle, WA, U.S.A. f Princeton University, Princeton, NJ, U.S.A. g Infrared Processing and Analysis Center, California Institute of Technology, Pasadena, CA, U.S.A. ABSTRACT Agile methodologies are current best practice in software development. They are favored for, among other reasons, preventing premature optimization by taking a somewhat short-term focus, and allowing frequent replans/reprioritizations of upcoming development work based on recent results and current backlog. At the same time, funding agencies prescribe earned value management accounting for large projects which, these days, inevitably include substantial software components. Earned Value approaches emphasize a more comprehensive and typically longer-range plan, and tend to characterize frequent replans and reprioritizations as indicative of problems. Here we describe the planning, execution and reporting framework used by the LSST Data Management team, that navigates these opposite tensions. Keywords: Project Management, Software Engineering, Agile Process, Earned Value 1. INTRODUCTION The Large Synoptic Survey Telescope (LSST) * project is a proposed large-aperture, wide-field, ground-based telescope that will survey half the sky every few nights in six optical bands. The 8.4-meter telescope will be located in the Andes mountains near La Serena, Chile. [1] The 3.2 Gpixel camera will take 6.4 GB images every 15 seconds, resulting in 15 TB of new raw image data per night. The focal plane consists of 189 science CCDs with 16 channels each to achieve a readout of all data in 2 seconds. After taking into account unusable nights, slew time, and other factors, this will produce 7 PB of new data each year to be processed. [2] The LSST Program is composed of four subsystem projects as well as an overall Program Management Office, Systems Engineering effort, and Commissioning project, each of which requires project management and control. The subsystem projects are: * http://lsst.org Modeling, Systems Engineering, and Project Management for Astronomy VII, edited by George Z. Angeli, Philippe Dierickx, Proc. of SPIE Vol. 9911, 99110N © 2016 SPIE · CCC code: 0277-786X/16/$18 · doi: 10.1117/12.2233380 Proc. of SPIE Vol. 9911 99110N-1 DownloadedFrom:http://proceedings.spiedigitallibrary.org/on11/11/2016TermsofUse:http://spiedigitallibrary.org/ss/termsofuse.aspx

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Agile software development in an earned value world: a survival guide

Jeffrey Kantora, Kevin Longb, Jacek Beclac, FrossieEconomoua, Margaret Gelmand, Mario Jurice, Ron

Lamberta, K. Simon Krughoffe, John D. Swinbankf, and XiuqinWug aLSST Project Management Office, Tucson, AZ, U.S.A.

bLonghorn Industries, U.S.A. cSLAC National Laboratory, Menlo Park, CA, U.S.A. dUniversity of Illinois at Urbana-Champaign, U.S.A.

eUniversity of Washington, Seattle, WA, U.S.A. fPrinceton University, Princeton, NJ, U.S.A.

gInfrared Processing and Analysis Center, California Institute of Technology, Pasadena, CA, U.S.A.

ABSTRACT Agile methodologies are current best practice in software development. They are favored for, among other reasons, preventing premature optimization by taking a somewhat short-term focus, and allowing frequent replans/reprioritizations of upcoming development work based on recent results and current backlog. At the same time, funding agencies prescribe earned value management accounting for large projects which, these days, inevitably include substantial software components. Earned Value approaches emphasize a more comprehensive and typically longer-range plan, and tend to characterize frequent replans and reprioritizations as indicative of problems. Here we describe the planning, execution and reporting framework used by the LSST Data Management team, that navigates these opposite tensions.

Keywords: Project Management, Software Engineering, Agile Process, Earned Value

1. INTRODUCTION

The Large Synoptic Survey Telescope (LSST)*project is a proposed large-aperture, wide-field, ground-based telescope that will survey half the sky every few nights in six optical bands. The 8.4-meter telescope will be located in the Andes mountains near La Serena, Chile.[1]The 3.2 Gpixel camera will take 6.4 GB images every 15 seconds, resulting in 15 TB of new raw image data per night. The focal plane consists of 189 science CCDs with 16 channels each to achieve a readout of all data in 2 seconds. After taking into account unusable nights, slew time, and other factors, this will produce 7 PB of new data each year to be processed.[2]

The LSST Program is composed of four subsystem projects as well as an overall Program Management Office, Systems Engineering effort, and Commissioning project, each of which requires project management and control. The subsystem projects are:

*http://lsst.org

Modeling, Systems Engineering, and Project Management for Astronomy VII, edited by George Z. Angeli, Philippe Dierickx, Proc. of SPIE Vol. 9911, 99110N

© 2016 SPIE · CCC code: 0277-786X/16/$18 · doi: 10.1117/12.2233380

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• Telescope and Site • Camera • Data Management • Education and Public Outreach

This paper focuses on the management and software development processes for the LSST Data Management System (DMS)[3] but software development in some other parts of the LSST project follow similar processes. Increasingly, “Big Science” astronomy and astro-physics projects are no longer treating the data management aspect as an afterthought to be done once the telescope is in place, and LSST definitely falls into this class. LSST features a large data management project by optical astronomy standards, processing and archiving over 70 petabyes of image data and producing over 20 petabytes of catalogs annually, and generating 2 million transient alerts per night. Over the 6-year construction and commissioning phase, the DM project is estimated to require 600,000 hours of engineering effort. In total, the DMS cost is approximately 60% hardware/system software and 40% labor.

LSST Data Management combines: large-scale, multi-year equipment, communications, and services procurements; off-the-shelf and customized middleware; custom scientific, algorithm-intense software; all integrated into a complex system. Managing the entire effort requires more formal mechanisms, and if, as LSST is, the project is funded by International and/or Federal entities, that includes the requirement to perform Earned Value Management (EVM)†. EVM requires significant up-front planning of the entire effort, to create a resource-loaded, scheduled baseline plan, against which progress is tracked and analyzed in terms of cost and schedule. EVM also discourages purely “level of effort” planning, where the plan only indicates a team working for some time period and deliverables are not specified.

Meanwhile, software development best practice is currently to employ an “agile process”‡, which typically implements iterations of short, intensive “sprints” to develop the software incrementally, and to address emerging requirements and iterative design. Agile process does not encourage long-term up front planning, rather it focuses on the near-term, with the longer-term aspects left “fuzzy” or level of effort against a prioritized backlog.

So, the question this paper attempts to address is “How to marry these two in such a way as to get the benefit of both?” There have certainly been prior attempts to address this question, as a search of the web will attest, and the difficulty in making this “match” is well documented.[4] In LSST, a fundamental requirement is that the Agile – EVMS integrated process is fully EIA-7482 compliant. Sadly, many of the attempts to integrate coming from the Agile community re-invent the definition of EVM in ways that are fundamentally non-compliant, and as such are non-starters for LSST.

2. LSST DATA MANAGEMENT EVM PLANNING PROCESS

Since the DM software elements are a mix of off-the-shelf system software and adapted middleware, plus custom applications, each element has many interfaces to the other elements. In addition, the data quality requirements of LSST necessitate that some of the algorithms require some advancement over the current state of the art, and all of them require scalability to the LSST data volumes. Due to complexity of the system and to support EVM, a multi-level Work Breakdown structure has been created, as shown in Figure 1. Each institution in the DM team is typically responsible for 1 or more Level 2 WBS elements, and each institution has a Technical/Control Account Manager (T/CAM) responsible for planning, estimating, monitoring and EVM reporting for that Level 2 WBS element.

†Earned Value Management Systems ANSI/EIA-748-C Intent Guide, National Defense Industrial Association (NDIA) , April 29 2014 ‡https://en.wikipedia.org/wiki/Agile_software_development

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3. ORGANIZATION

Tools

The LSST EVMS depicted in Figure 5 encompasses the processes and technical systems that integrate and quantitatively measure project cost and schedule performance against a project execution plan known as the Performance Measurement Baseline (PMB). Measuring and maintaining the PMB uses all of these tools in conjunction and under strict guidelines.

The EVMS technical systems which are used to reach this goal include the following:

• CASNet – AURA Financial System • Primavera Project Planner (V8.3) - Schedule • Cobra (V5.1) - EVMS • Docushare – Document Control, Document Repository • Drupal – LSST Change Control Board Interface • Risk Register - Internally developed software used to manage risks and opportunities • eCAM – Internally developed software used as the T/CAM’s interface to all cost and schedule data • JIRA§ – Software project tracking with agile tooling for software teams

Figure 5 LSST PMCS tool set

Work Breakdown Structure

The LSST WBS is a product-oriented, hierarchical structure that identifies the hardware, software, services, and all other deliverables required to achieve the LSST Project. The LSST WBS is the primary structure for managing

§https://jira.lsstcorp.org/secure/Dashboard.jspa

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performance against the PMB and is the framework for defining and assigning work, developing schedules, estimating and budgeting, and controlling changes. The WBS elements that comprise LSST control accounts are defined at level 4 but in some cases details in the IMS are at a lower level.

The WBS dictionary is a narrative attached to the WBS that describes the scope, deliverables, and associated key milestones of each work element identified. The WBS dictionary defines each element to at least the control account level in terms of the content of the work to be performed.

The WBS has been added to JIRA as a custom field associated with Epics, Meta-Epics, and Milestones. This is a required field that ensures the element in JIRA is associated with the correct WBS in the PMCS tools.

Organizational Breakdown Structure

The LSST Organizational Breakdown Structure (OBS) shown in Figure 6 is a hierarchical structure that defines the Institutions/major contracts where the work will be planned and controlled. The OBS identifies the accountability, responsibility, management, and approvals of all authorized work scope. While the OBS is not directly called out in JIRA it is possible to infer the OBS based on the “Team” code that is assigned to an Epic.

Code Description1. LSST Construction Phase

1.01 LSST1.02 SLAC1.03 IPAC1.04 NCSA1.05 UW1.06 Princeton1.07 NOAO1.08 Adler1.09 UCD1.10 Arcadis1.11 UA1.12 (unassigned)1.13 RAL1.14 Purdue1.15 PFLOW1.16 REUNA

Figure 6 LSST OBS Structure

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OBS

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As shown in Figure 7, a control account (aka cost account) is a management control point at which budgets (time-phased resource plans) and actual costs are summarized and compared to earned value for management control purposes. A control account is a natural management point for planning and control since it represents the work assigned to one responsible organizational entity for a single program WBS element. A control account manager maintains responsibility for an individual control account and all technical, cost, and schedule elements in work Packages below it.

Figure 7 Graphical Representation of Control Accounts.

Work Packages

LSST Work Packages are the intersection of the current cycle and a WBS element (whereas planning packages are the intersections of future cycles and WBS elements). Work Packages are defined at the level directly under the Control Account and specifies what work is planned, measures progress on that work, and computes the associated earned value. Actuals for LSST will be aggregated and loaded at the work package level. Once Epics from JIRA are imported into the IMS and are resource loaded they will be assigned to the current active Work Package for their assigned WBS. Many activities can be assigned to one Work Package which roll up to represent the total dollars and hours assigned to the Work Packages. If changes need to be made to the baseline resulting from rolling wave planning, a change request will be prepared and submitted for management review and approval. Work Packages are configured using the following criteria:

• Has a limited duration within a reasonably short time span • Has scheduled start and completion dates • Has resource requirement separated (e.g., labor, material, contracts) in a way that allows the EV reporting process to accurately measure progress • Has a budget or an assigned value expressed in hours and/or dollars • Reflects the way in which work is conducted and has meaningful work products • Has a one to one correlation to an accounting charge number in the LSST accounting system • Uses a single EV method

Control Accounts

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Planning Packages

LSST Planning Packages are defined at the level directly under the Control Account and specifies what work is planned. Planning Packages are reserved for future activities that cannot be clearly defined when the project baseline is set. Work that is beyond the current detailed planning period will reside in planning packages until they are converted to detailed work plans per a rolling wave process. The Planning Packages consist of a work scope, schedule, and time-phased budget normally at a higher level than individual Work Packages. Planning Packages do not require the detail found in Work Packages since, by definition, such details are not known. The Data Management Long Range Planning (DLP) project specifies the key milestones that are tied to planning packages in the IMS.

Technical/Control Account Managers (T/CAMs)

The LSST T/CAMs are responsible for the planning and management of the technical scope, schedule, and budget for assigned control accounts. They will provide timely input to the Project Manager in the formats described in this plan and will keep the project management staff informed of their work progress and issues or concerns, risk assessment, tracking methods, variance analysis, and estimate-to-complete/estimate-at-complete management processes.

Milestones

All significant development stages of each Planning Package are tracked through milestones. Each Planning Package has at least one milestone, used to mark the completion of a given Package. It is not uncommon to have multiple milestones per Package to track progress along the way. Each milestone has a description, and due date; it has no duration, and no resources assigned to it.

Critical Milestones are defined as Level 1 milestones (NSF reporting) and are watched and reported on monthly in the LSST monthly construction report. Level 2 milestones are coded to be managed at the project level, and Level 3 and 4 are watched at the WBS subsystem and T/CAM levels respectively.

Each activity within a Planning Package that involves a cross-team dependency is required to end with a milestone; this includes activities related to delivering software components, hardware, and services. Relationships between milestones, as well as between milestones and planning packages are captured in JIRA: milestones typically block planning packages, milestones can also relate to other milestones.

Figure 8 depicts the relationships between all of the PMCS Schedule, EVM, and JIRA Agile objects described in this section, including control accounts, work packages, planning packages, and milestones.

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A – Level of Effort

This EVT assumes that when a work package starts, its progress will not deviate from the original budget spread. There are no limitations upon the applicability of this technique for measuring progress, but it is most suitable for only a small number of work packages that are by their nature unmeasurable. By definition, the value earned by an open work package using this EVT is equal to its to-date budget.

C - Percent Complete

Used to manually enter the completion status of the work package in percent each status period. When using method C the subordinate tasks in the schedule should have associated activity steps to help quantify the work performed.

K – Planning Package

This EVT results in always calculating an earned value of zero for the item. Use this EVT if one does not want the work package to earn any of its budget, regardless of its status.

Executing the Rolling Wave Plan

The estimated effort for future work exists in the time phased plan as 6-month cycle planning packages along with estimated DLP milestone completion dates. Planning packages were originally baselined from individually estimated via UML-based specifications. These planning Packages are converted to detailed work as planned in JIRA in the rolling wave process.

The Activities (epics) loaded into the IMS typically have durations on the order of 1 – 3 months. These Epics are estimated individually via developers though the Agile process. Each Epic is further detailed in steps (stories) of 2 – 20 days each. The development team T/CAMs plan each 6-month cycle in terms of Epics, Stories, Bugs, etc. in JIRA which doesn’t require CCB approval. The T/CAMs and individual developers only work within JIRA using the agile process during the cycle. This allows them real-time access to record progress and plan future work while data input into the PMCS is controlled by project controls (monthly for status and as needed for change control). Resource estimation and assignment to Epics is done outside of JIRA (in Excel) and is integrated into PMCS. The T/CAMs complete a spreadsheet to assign resources and hours to the specific Epic(s)/Activity(s) being imported for the upcoming cycle as shown in Figure 9.

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Figure 9 Resource planning sheet and resource assignment in the IMS

At least one month prior to the start of the release cycle the Project Controls Specialist exports the upcoming cycle plan to the PMCS. The planning package for the upcoming cycle is removed and the resources are distributed across the new Epics that have been planned in JIRA. In the end, Epics become resource-loaded activities in PMCS and Stories become Activity Steps which are used for performance measurement of the Epic. These Activity Steps are essentially sub-activities that in general can be done in any order and represent portions of the total activity effort for the resource(s) assigned to that activity. All Stories in an Epic have Story Points (~ 4 hours of work/SP), setting their weight of each Step to measure total progress on an activity.

Figure 10 shows the IMS as captured in PMCS prior to the 6-month rolling wave plan, and Figure 11 shows the state after incorporation of the 6-month rolling wave plan.

Proc. of SPIE Vol. 9911 99110N-12

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Proc. of SPIE Vol. 9911 99110N-13

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5. PERFORMANCE/FORECAST MEASUREMENT, ANALYSIS

Once the Epics have been loaded into the baseline the team executes the work that has been planned. During the execution phase status is collected from JIRA and loaded into the PMCS. This method of collecting status is very efficient as developers can work in a tool (JIRA) that provides real time interaction and doesn’t require learning a new system like Primavera to record progress.

Performance Measurement

On at least a monthly basis (as a minimum) JIRA is updated with the status of the remaining and in-progress activities. This is the status that is loaded into the PMCS which includes:

• Actual start dates for activities begun during the status period (the day recorded in JIRA when the state changes to “In Progress”.

• Actual finish dates for activities completed during the status period (the day recorded in JIRA when the state changes to “Done”.

• Actual finish dates for milestones accomplished during the status period. • Physical percent complete of activities by collecting status of the associated stories on the Activity.

All of this information is recorded in JIRA and is used as the primary method for measuring the progress of software development work at LSST.

Every month, the Project Controls Specialist exports plan updates and status information from JIRA into the PMCS. When developers record progress in JIRA they set the status (Done, In Progress, To Do, etc.) on the stories assigned to an Epic. A Story is either Not Done or Done (0% – 100%), there are no partial completions recorded on stories for EV measurement. Each story that is marked complete will contribute to the total % Complete of the Activity. When these Stories and any additional that may be added during a cycle are all marked Done and the status is imported to PMCS, the Epic will show 100% complete. It is likely that a subset of stories may have not yet been planned for an In Progress Epic. In this case, a step is added in Primavera called “Remaining Stories” which is the delta of the estimated stories on the epic and the actual planned stories. This helps prevent case of having negative earned value and new stories are added to an Epic.

The mechanism for exporting status uses the standard Excel interface from JIRA as shown in Figure 12. The story export from JIRA is filtered to contain all issues that are assigned to an Epic and are of a type of Improvement, Story, or Bug. This data is then transferred to an Excel template which uses Vlookup functions to relate Epic and story data from JIRA with cost and schedule data from Primavera. This enables the tracking of performance to baseline dates and dollars solely in Excel.

The mechanism used to import the stories into the IMS employs an internally developed custom tool that allows importing activity steps into Primavera. Without this tool there is unfortunately no Primavera interface to import activity steps and it would be an arduous effort to manually load the steps each month. Once the steps have been imported EV is analyzed in the PMCS, and variances are calculated.

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EV is analyzed in Deltek Cobra, which integrates directly with Primavera. This integration establishes a many to one relationship between activities in the IMS to a single work package in Cobra. The EV for a Work package is calculated in Cobra by determining the earned amount for each activity in relation to its budget and % complete. The sample data in Figure 13 shows the flow from Primavera budget (top) and status to the integration in Cobra

Figure 13 IMS to EVMS tie out

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While Earned Value is very effective over the long term it does have some “lags” inherent in the system.

• 1 week to 1-month lag between updates in JIRA and in PMCS • 1+ month lag between PMCS updates and monthly reports • EV is “skewed” by late invoicing, requiring estimated actuals

We do have the ability to assess performance earlier outside of the EV tools by looking at trends in JIRA-based on Epics and Stories directly.

• Estimated Story Points vs. Planned Story Points • Planned Story Points vs. Completed Story Points

6. REPORTING

Performance metrics generated from PMCS and JIRA are used in conjunction to assess performance, and ultimately to report to stakeholders on the health of the project. An orderly process is used to collect, review, report, and use the data generated by the system and is repeated monthly. This monthly reporting cycle is based on the accounting month which ends on the last day of each calendar month. These project status reports contain the following information:

• Budget summary • CPI/SPI Trending • Status of key milestones • Progress narrative • Baseline change control log • EVMS data • Variance explanations (when required) Electronic systems have been developed at LSST to serve this reporting and analysis data directly from the Cobra and Primavera databases in a system that allows drilling from a high WBS level all the way to the activity and activity step level to facilitate simplified analysis and reporting.

The data generated from the PMCS are available in a web application known as eCAM, or electronic T/CAM Notebook, which is shown in Figure 14. eCAM facilitates this monthly analysis and reporting by showing all current period, cumulative, and at complete EVMS data for all WBS/CA/WPs for the entire project. Status indicators exist in eCAM to not only highlight costs that have tripped variance thresholds, but also date indicator lights to highlight the following situations;

• Red: Today’s date >= forecast start/finish date and Today’s date >= BL start/finish date

• Yellow: Forecast start/finish date > BL start /finish date and today’s date < BL Start/ BL Finish

• Green; Forecast start/finish date <= BL start /finish date and today’s date < BL Start/ BL Finish

eCAM will highlight all control accounts and work packages that have tripped the variance reporting threshold. T/CAMs are directed to populate an Explanation and corrective action at the control account level at a minimum. It is encouraged that this data is captured at the work package level and aggregated to the parent control account. Past narratives are evaluated each month to address issues that aren’t being resolved.

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Only Show Variances Hide WBS Summary Hide Completed Expand All

L^i EV Summary SV CV Selected Work Package: KLM20401A.PROC EVT: PctCamplete CAM: SwinbankJ

WBS / WP

-BudgetBCWS

Current PeriodEarned Actuals SV CVBCWP ACWP

SPI CPI Budget EarnedBCWS BCWP

Cumulative to DateActuals SV CVACWP

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Narrative R - uiredAt Complete

CPI BAC EAC % %Spent Complete

1 $70,168 $35,688 $123,809 ($34,479) ($88,121) 0.51 0.29 $782,330 $511,436 $503,884 ($270,894) $7,552 0.65 1.01 $15,362,042 $15,263,820 3% 3%1.02C $70,168 $35,688 $123,809 ($34,479) ($88,121) 0.51 0.29 $782,330 $511,436 $503,884 ($270,894) $7,552 0.65 1.01 $15,362,042 $15,263,820 3% n3%1.02C.04 $70,168 $35,688 $123,809 ($34,479) ($88,121) 0.51 0.29 $782,330 $511,436 $503,884 ($270,894) $7,552 0.65 1.01 $15,362,042 $15,263,820 3% 3%

04.00 $50,855 $21,028 $47,306 ($29,827) ($26,278) 0.41 0.44 $296,620 $263,427 $225,405 ($33,193) $38,022 0.89 1.17 $1,953,129 $1,873,603 12% 13%V1.02C.04.01 $0 $0 $22,682 $0 ($22,682) 0.00 0.00 $226,611 $138,482 $91,511 ($88,129) $46,970 0.61 1.51 $3,303,487 $3,243,856 3% 4%

KLM20401A.PP $0 $0 $0 $0 $0 0.00 0.00 $0 $0 $0 $0 $0 0.00 0.00 $3,076,876 $3,076,876 % %

2,682) 0.00 0 ,:. - ($88,1291.02C.04.02 $0 $0 $0 $0 $0 0.00 0.00 $0 $0 $0 $0 $0 0.00 0.00 $2,527,545 $2,527,545 0% %

1.02C.04.03 $0 $0 $0 $0 $0 0.00 0.00 $1,410 $1,409 $0 ($11 $1,409 1.00 0.00 $3,172,316 $3,170,907 0% o%1.1.020.04.04 $0 $0 $0 $0 $0 0.00 0.00 $0 $0 $0 $0 $0 0.00 0.00 $1,068,861 $1,068,861 0% o%11.1.02C.04.05 $0 $0 $0 $0 $0 0.00 0.00 $0 $0 $0 $0 $0 0.00 0.00 $183,413 $183,413 0% 0% VI 1.02C.04.06 $19,313 $14,660 $53,821 ($4,653) ($39,161) 0.76 0.27 $257,690 $108,118 $186,967 ($78,849) 0.42 0.58 $3,153,291 $3,195,635 6% 3%

_^E] Schedule Details Selected Work Package: KLM20401A.PROC

ID ResourceDescription

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LSSE- PRINCETON - Sr. Software Engineer- PRINCETON DM Sr. Software Engineer 0

('1M -1107 -afw - Footprint Improvements 11- Dec -14 29- Dec -14 020- Jan -15 A 31- Jan -15 A 1 00.0 $44,799 166 11 11 ^LSC- PRINCETON - Scientist- PRINCETON DM Scientist 0

LSC- PRINCETON - Scientist- PRINCETON DM Sr. Scientist 0LSSE- PRINCETON - Sr. Software Engineer - PRINCETON DM Sr. Software Engineer 0

nM -1109 - Measurement - MultiFit Plugin Framework 30- Dec -14 16- Feb -15 01- Jul -15 .14- Aug -15 0.0 -19 $15,067 126 33 33LSEN -UCD - Software Engineer - UCD DM Software Engineer 0

LSSE- PRINCETON - Sr. Software Engineer - PRINCETON DM Sr. Software Engineer 0DM -1904 -Continued footprint improvements 02- Mar -15 29- May -15 024- Mar -15 A o28- Sep -15 12.5 -19 $83,508 296 64 63

LSC- PRINCETON - Scientist- PRINCETON DM Scientist 0LSC- PRINCETON - Scientist- PRINCETON DM Sr. Scientist 0 C

DMTC - 2300 -0190 - Application Framework DRP Scope 30- Jan -15 26- Feb -15 *02- Feb -15 A 27- Feb -15 A 100.0 $1,410 5 20 V20

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Total: $2,048 138,474

Figure 14 eCAM showing JIRA Epics assigned to a Work Package

Outside of eCAM, JIRA performance can be measured and reported directly from the JIRA excel exports, as shown in Figure 15. By pivoting this data information can be grouped by any of the code fields used in JIRA and Primavera.

Figure 15 JIRA Excel Report

Typical Analysis:

• We consider overall work rate to be relatively constant over a 6-month cycle, since we do not have large staffing changes during the cycle

• Progress should be roughly linear with time (but see reporting comment below) • The SP Variance % of Completed/Planned is 37% which is ~4% slow versus expectation of 33% at 2/3 date, i.e.

we are behind by 4% of total planned work • Our experience is that we under-report progress until the last month, due to “conservative” assessments of

completion, and having only done unit tests which don’t expose all problems • We will both add SP in the last 2 months and complete them at a higher rate • Based on the above, I expect us to slip 15% of S15 SP

WBS CAM Key Epic Name COMPLETED Stories Planned

Stories Complete

Remaining SP

Sum of SP % Variance Completed / Target

Planned 20/5002C.07.03 Gelman M DM-1273 Plan OpenStack v1 Deployment To Do 67 47 20 30%

02C.07.03 Total 67 47 20 30%02C.07.03.08 Gelman M DM-2239 Develop use cases for TOWG To Do 9 1.5 7 82%

02C.07.03.08 Total 9 1.5 7 82%02C.07.04 #N/A DM-2225 LOE - S15 (sys admin) In Progress 178 178 0 0%

02C.07.04 Total 178 178 0 0%02C.07.04.05 Gelman M DM-1268 Upgrade Rack KVMs In Progress 11 6 5 45%

DM-2211 Setup qserv prototype for qserv team To Do 4 4 0 0%DM-2218 Base Data Center Requirements Done 15 13.5 1 7%

02C.07.04.05 Total 30 23.5 6 24%02C.07.04.06 Gelman M DM-2224 Wide-Area Network Work To Do 15 13 2 13%

02C.07.04.06 Total 15 13 2 13%Grand Total 2491 1685.5 806 37%

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7. CONCLUSION AND NEXT STEPS

The LSST EVMS and Agile integration provide a means to develop software using current best practice Agile methods while preserving the planning, performance monitoring/analysis, and reporting rigor required by EVM. By allowing the near-term rolling wave plan to be developed and executed in an Agile manner, but within the context of the overall EV process, a marriage of the two worlds is achieved.

While the process is now fully integrated, there are a number of steps where the exchange of data between the various tools in the EVMS is still somewhat manual, via data export and import, and a number of areas where additional reports and notifications would be useful. Future work in the system will be directed at improving the level of automation and support for additional analytical reports and notification.

8. ACKNOWLEDGMENTS

This material is based upon work supported in part by the National Science Foundation through Cooperative Support Agreement (CSA) Award No. AST–1227061 under Governing Cooperative Agreement 1258333 managed by the Association of Universities for Research in Astronomy (AURA), and the Department of Energy under Contract No. DE–AC02–76SF00515 with the SLAC National Accelerator Laboratory. Additional LSST funding comes from private donations, grants to universities, and in-kind support from LSSTC Institutional Members.

We thank Victor Krabbendam and Tim Jenness, AURA/LSST for reviewing the draft manuscript.

9. REFERENCES

[1] Kahn, S., “Final design of the Large Synoptic Survey Telescope,” in [Ground-Based and Airborne Telescopes IV], Hall, H. J., Gilmozzi, R., and Marshall, H. K., eds., Proc. SPIE 9906, in press (2016).

[2 ] Kurita, N., Kahn, S., Stubbs, C., Ritz, S., Nordby, M., Riot, V., “Large Synoptic Survey Telescope camera design and construction”, in [Advances in Optical and Mechanical Technologies for Telescopes and Instrumentation], 2016, 9912, in press

[3] Juric, M. et al., “The LSST Data Management System,” in [Astronomical Data Analysis Software & Systems XXV], Lorente, N. P. F. and Shortridge, K., eds., ASP Conf. Ser. in press, arXiv:1512.07914, ASP, San Francisco (2016)

[4] Boehm B., Turner, R. , “Management challenges to implementing agile processes in traditional development organizations”, IEEE Software Volume:22 Issue:5 (2005).

[5] Becla, J., et al, “LSST DM Project Management Tools Overview”, LDM-472

[6] Kantor, J., et al, “Data Management Releases”, LDM-240

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