Deltek Insight 2011: Automating Cobra 5.1 Functions & Reporting using Batch Processing
Deltek Insight 2010: Replanning Using Deltek Cobra
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Transcript of Deltek Insight 2010: Replanning Using Deltek Cobra
EPM-240 Replanning Using Deltek CobraDelivered by:
Kathy Boatwright, Director, Business Analysis
Deltek
1
Copyright © 2010 Deltek, Inc. 2
“Change is inevitable – except from a vending machine”
Robert C. GallagherAmerican Author
Agenda
• Reasons for Change
• When to Rebaseline/Replan
• Deltek Cobra Replan Options
Copyright © 2010 Deltek, Inc. 3
Reasons for Change
• External Changes
– Scope increase or decrease
• Internal Changes
– Reallocation of company resources
– Increased labor rates
– Unidentified risks
Copyright © 2010 Deltek, Inc. 4
Copyright © 2010 Deltek, Inc. 5
When Is It Appropriate to Rebaseline
• DCMC’s Earned Value Management Implementation Guide Outlines the Following as Possible Reasons to Replan:
– Changes resulting from a Preliminary Design Review (PDR) or a Critical Design Review (CDR) that modify future requirements
– A major shift in the resource profile to accomplish the remaining effort
– Funding restrictions or modifications that affect future resource availability
– Rate changes that are significant enough to warrant replanning
• Replan of schedule and budget may be warranted when current plan no longer accurately reflects the work being performed and/or there is a significant projected cost overrun
Copyright © 2010 Deltek, Inc. 6
Indicators
• The Defense Acquisition University “Over Target Baseline and Over Target Schedule Handbook” Identifies the Following as Some Possible Indicators of a Need to Reprogram:
– Significant difference between the ETC and the budgeted cost for work remaining
– Significant difference between the CPI and the TCPI
– Lack of confidence in the ETC
– Frequent allocation of MR
– High level of concurrency in the remaining integrated activities
– Significant negative float in the critical path
– Significant changes in level of risk
– Baseline schedule does not correlate to the budget phasing
Selecting Data
• Where to Replan
– IN THE SCHEDULE!!!!!
– Replanning should include a revised schedule that reflects the current work scope
– Deltek Cobra
• What to Replan
– Future Work
– In-progress Work
– Completed Work
Copyright © 2010 Deltek, Inc. 7
“A goal without a plan is just a wish.”
Larry ElderAmerican Author
Cobra Replan
• New Cobra 5 Replan Feature Is Wizard Based and Can Be Run by Project or Master Project
Copyright © 2010 Deltek, Inc. 8
Options
• The Combination of Options Selected as well as Level of Actuals Will Drive Replan Outcomes
• 9 Scenarios
Copyright © 2010 Deltek, Inc. 9
Cobra Replan Wizard Pages
• Criteria
– Total program
– Element of the program architecture
• Method
– BCWS=BCWP=ACWP
– BCWS=BCWP
• Work Package Name
– A prefix or suffix may be used to identify the replanned work packages
– The level of the program at which actual costs are being collected will determine how many new work packages are created
Copyright © 2010 Deltek, Inc. 10
Scenario 1
• Scenario 1 – Actuals at the Work Package Level without an Adjusting Entry
– Creates new work packages for each work package that had data for budget, actuals or earned value in the past
– New work packages contain the historical data and are closed out
– Original work packages are set with a status of unopened and have budget remaining only in future periods
Copyright © 2010 Deltek, Inc. 12
Copyright © 2010 Deltek, Inc. 13
Scenario 1
• Outcome
– Original work packages are unopened
• No BCWS in original work package
– Two new work packages
• All historical budget, actuals and earned value
• Closed
Scenario 2
• Scenario 2 – Actuals at the Work Package Level with an Adjusting Entry
Copyright © 2010 Deltek, Inc. 14
Scenario 2
• Outcome
– Replan by adding an adjusting entry – preserve historical variance data
Copyright © 2010 Deltek, Inc. 15
Copyright © 2010 Deltek, Inc. 16
Scenario 3
• Scenario 3 – Actuals at the Work Package Level, Adjusting Entry, and No New Work Packages
– Adjusting entry is created in the original work package
• Creates new budget elements in the work package using a class of Replan
– Work package status unchanged
– Historical data remains with the original work package
Scenario 4
• Scenario 4 – Actuals at the Control Account without an Adjusting Entry– One new work package created for replan
• No Prefix or Suffix
• Name used for new work package
– All original work package’s status set to unopened
Copyright © 2010 Deltek, Inc. 19
Scenario 5
• Scenario 5 – Actuals at the Control Account with an Adjusting Entry and New Work Packages
Copyright © 2010 Deltek, Inc. 20
Scenario 6
• Scenario 6 – Actuals at the Control Account, Adjusting Entry, and No New Work Packages
– One new work package created for replan
• No Prefix or Suffix
• Name used for new work package
– All original work package’s status set to unopened
Copyright © 2010 Deltek, Inc. 21
Scenarios 7-9
• BCWS=BCWP
• No Actuals Accounted for
• Only Work Package Level
Copyright © 2010 Deltek, Inc. 22
Best Scenario
• Depends on Situation
• Adjusting Entry Provides Visibility to Original Plan
– Maintains prior variances
• Difficult to Determine Percent Complete if New Work Packages Are Not Created
Copyright © 2010 Deltek, Inc. 23
Contact Information
• Kathy Boatwright– Director, Business Analysis, Deltek
– 703-885-9329
Copyright © 2010 Deltek, Inc. 25