ppm-37...making acumen fuse metrics work for you kaitlyn maglietto, textron systems • system...

Overwatch Systems, Ltd., Avco Corporation, Howe & Howe Technologies and TRU Simulation + Training, Inc.

PPM-37:Making Acumen Fuse Metrics Work For You

Kaitlyn Maglietto, Textron Systems

• System Integration

• Editing and Creating Metrics

• Staying up-to-date with DECM

AGENDA

• Schedule Data

• Cost Data

• Metric Set Up

• Calculated Fields

• Testing your Metric

• When DECM is updated

• When Acumen is updated

Where is your schedule data coming from?TS: Primavera P6 EPPM

> Can use web link or import .xers

How do you identify your CA/WP?MIL-STD-881D, WBS # (e.g. 1.2.2.1)

> Acumen pulls the field “WBS”

> .xer: The “WBS” field includes the project number and month

– 01234 19M01A.1.2.2.1

> Web import: The “WBS” field includes the project description and month

– FY 19 Consolidated Extension 19M01A.1.2.2.1

> To map “previous” values the CA/WP has to be exactly the same from month to month

– Without changing our set up of Primavera, how do we make these match?

INTEGRATION: SCHEDULE DATA

Recommend using the .xer parser to understand P6 data tableshttps://www.planacademy.com/using-primaveras-xer-file-parser-import-wbs-from-excel-without-the-sdk/

Save for future reference

To make the WBS field match from month to month, delete the month/year modifier in the .xer

Export .xer

Open in a text editing software

Search for the project number and month modifier

Delete the modifier

This field must also match the CA/WP number you use with your cost data

INTEGRATION: SCHEDULE DATA

• If WBS/OBS aren’t CA keys, then you need to fill out at least “Control Account Field 1”

• TS Primavera is set up with Responsible OBS as a PROJWBS UDF• PROJWBS UDFs are not imported through Acumen (they aren’t

available to map)

• The OBS field, if blank, will not affect mapping• Since it’s a required field, you must either select an field you know

is blank or edit the .xer

• For consistency, edit the .xer

> Find the table with UDFs and update the type of RespOBS to “TASK”

> Creates an empty field titled RespOBS

INTEGRATION: COST DATA

Using the .csv templateThe most important parts are the control account and work

package data sections

> Don’t have to fill out every column

> Using MPM, we run five to six files

> Data can come from any source as long as its in this format

– Used it with our accounting system

> Check the .csv for errors before uploading

Pay attention to the ID, ControlAccountID, and Work Package ID

fields

> ID and ControlAccount ID must match

> All must match their counterpart in the cost data wizard

– WBS: After editing the .xer that became “01234 1.2.2.1”

INTEGRATION: COST DATA

With the update to 8.5, certain UDFs are not available as an option for cost data mapping

We are able to build the workbook in 8.4, and import it into 8.5

Can only reimport once

Allows metrics involving BL dates to be run

Cannot take a workbook from 8.5 and load it in 8.4

ACUMEN 8.4 TO 8.5

The order that you import your files affects the previous value mappings

• First Month’s Schedule and BL• Import All Projects

• First Month’s Cost Data

• Second Month’s Schedule and BL• Import Project (as snapshot)

• Second Month’s Cost Data

ORDER OF IMPORT

Control Account / Work Package

GROUP BY:

Schedule rows with (Empty)

CHECK FOR:

METRIC SET UPThere are three levels of metrics

Metrics at the “Metrics” tab correspond to schedule data

Control Account Metrics and Work Package metrics both correspond to cost data

To use both schedule and cost data, use calculated fields

Create a metric at one of the three levels

Create a calculated field to function on a

different level

THREE METRIC FORMULAS

• Primary Formula: Excel Array Syntax

• Secondary Formula: Excel Array Syntax

• Tripwire Formula: Excel Syntax

ERROR CODES

• Variable misspelled

• Quotations required

• Set up of IF

statement

• Parentheses

• Set up of IF

statement

VALUE ERROR INVALID FORMULA

CALCULATED FIELDS

• Operates on: Activities

• Pulls the first start date from activities under whatever you use it at

CALCULATED FIELDS OUTPUTValidate a metric

written that operates

Saves and opens… Which shows…

Activity • Calculated Fields Output -

Activities

• Result at all levels, in different

Work Package • Calculated Fields Output –

WP Down

• Calculated Fields Output –

• “Down” groups WPs by CA

• “Up” lists the results by activity

and WP

Control Account • Calculated Fields Output –

Control Accounts

• Lists the result at all levels

CALCULATED FIELD

• Used in many metrics

• Can be used in filter

• Long formula

• 06A101a: Does each discrete WP, PP, & SLPP have task(s) represented in the IMS?

• Compare the WP/PP/SLPP unique IDs of incomplete work in IMS and EV cost tool data.

• List of WPs in IMS and EV cost tool, then use lookup function

• Uses both cost and schedule data, but requires a count of WPs> Create new metric under Work Package Metrics

Accomplish a specific purpose

How would you do it in Excel?

What level are we going to create this metric at?

Which way does it make sense to roll the data?

CREATING YOUR OWN METRIC

Determine what field you would use from the .csv

WorkPackageID: 01234.1.2.2.1

Use “Select Field” to preview dataAt the WP level:> CWBS: 01234.1.2.2

> WBS Code: 01234.1.2.2.1

> Wbs Value: 1.2.2.1

> Id: 01234.1.2.2.1

At the activity level:> CWbs: 01234.1.2.2.1: Airframe Integration

> WBS Code: 01234.1.2.2.1

> Id: A1000

CREATING YOUR OWN METRIC

Create a calculated field to roll the WBS Code up from the activity level, up to the work package

Start by adding the field and validating it

Decided to use cWBS instead

cWbs: 01234.1.2.2.1: Airframe Integration

CALCULATED FIELD

CWBS includes the activity name/description

Validate the formula to confirm it works

What if there are multiple activities under a WP?

• The cWBS_Trimmed_Description only operates on the first result

• You must pay attention to whether your metric will make sense with this consideration

• Wrote calculated field to test if they do not match, returning a result of “false” if they don’t

CALCULATED FIELD

METRIC 06A101A

Manipulate your filtersTake off filters for discrete and completed WPs

Manipulate the metric itselfSwitch <> to =

Manipulate the dataAdd an extra WP to the .csv

Check against a manual test

TESTING YOUR METRIC

Assumes LOE is marked as LOE in the schedule

TS: we mark it task dependent

“IsLevelOfEffort” in Acumen will not be accurate

Check by putting these columns side by side

You must specify set up baseline dates

Recommend verifying baseline dates

Check whether it’s pulling planned values or current values in Options > Platforms (Oracle)

.xer Baseline dates are accurate as of 8.5, but not those imported from the web

Documentation doesn’t always reflect all changes

KEEP IN MIND…

• Test Level will direct you to which metric grouping you should look under

• Include Deltek’s formulas in blue• Refer back and reference changes

• TS Status indicates whether or not the metric can be run

• TS Comments includes any notes regarding how it works, why it doesn’t work, what needs to be changed

DECM TRACKER

• Download the Metrics Tracking and Data Artifact List

• Filter on the “New?” and “Changed?” Columns

• Review the Revision History for necessary changes

• Can ignored changes to Attribute and Frequency

> Assumptions: check your filters, then the metric

> Data Elements and Test Step/Instructions: verify the way the metric is run

> Metric Threshold: check your tripwire thresholds tab

WHEN DECM GETS UPDATED

If a metric isn’t working, update the colorsIf you delete the metric out of the view on the Diagnostics tab, it will still export

> You must delete it entirely or move it to a dummy metric playlist if you do not want it to

export

Diagnostics Tab > Publish > Fuse Detailed Metric Report

Sometimes can use a metric to partially test – change colorsMetric 12A101a tests whether LOE is less than 15% of the remaining work, and if so, must

verify whether LOE WPs are supportive in nature

TRIP WIRE THRESHOLDS

If you’ve made edits to the DCMA_EVAS_Metrics_85_DCMA_V3_2 metric set, save it

If you have changed your metric set prior to the Acumen update, you will most likely want to update it rather than

update the new Deltek set

Note which release of Acumen and DECM the metric set pertains to, or the date saved

Remember to frequently save your Acumen workbook when editing metric sets

Download the Release NotesReview Appendix A: Changes to DECM

Open the new Deltek set and update your tracker with any changes by cross referencing Appendix A

> Mark these metrics

Make appropriate updates as needed

Prioritize if you are need to run surveillance soon

WHEN ACUMEN GETS UPDATED

• Look at what you have

• Verify what you have

• Track what you have

SUMMARY AND QUESTIONS

ppm-37...making acumen fuse metrics work for you kaitlyn maglietto, textron systems • system...

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