mpm to cobra workshop - deltek · mpm to cobra workshop deltek cobra analyst: joanna mcmurray...
TRANSCRIPT
MPM Globals
� Global Set contains:
– Calendar
• Fiscal – specify start of month
• Holiday
• EQPM Hours per month used for EQP calculations
– Element of Cost
• And Class of Costs
– Resources and Burdens
• Hours per Day/ Days per Week
– Rates
• Multiple Rate Tables
– Burden Templates (pricing)
– Spread Curves
� Project is linked to Global Set
Cobra ‘Globals’
� Global parts are separated into different files
– Calendars
• Fiscal – specify end of month
• Holiday dates
• Hours per month
– Rates
• Resources & Burdens (Rate Sets) and Rates
– Resources
• Resources and Calculations
� Spread Curves
– Located in Application Preferences
� Project is linked to desired Calendar file, Rate file and Resource file
Global Data Comparison
MPM
� Calendars
– Fiscal and Holiday
– EQPM Hours
� Elements of Cost
� Class of Cost
� Spread Curves
Cobra
� Calendars
– Fiscal and Holiday dates
– Hours per month
� Resources
� Can be a code field
� Spread Curves
– Similar to MPM, can create additional
curves
Global Data Comparison cont.
MPM
� Resources and Burdens
� Rates
� Burden Templates
� Project linked to Global Set
Cobra
� Rate file
– Include Resource and Burdens
� Rate file
� Resource file
– Calculation of each Resource
� Project linked to Calendar file, Resource file,
Rate file
MPM Project Data
� Project Header Information
� OBS
– Performing and Responsible
� CLIN
� WBS
– Thresholds
– Task Descriptions
� Integrated Planning
– Baseline & ETC, Milestones, BCWP
– Basis of Estimates- Resource and Summary
� Actuals
– By Resource or EOC
� Program Log
Cobra Project Data
� Project Properties
� Codes
– OBS, CLIN, WBS
� Project file Resource Assignments
– Class: Baseline, ETC, Actuals, BCWP
� Project file Milestone/Steps
Project Data Comparison
MPM
� Project Header Information
� OBS
– Performing and Responsible
� CLIN
� WBS
– Thresholds
– Task Descriptions
Cobra
� Project Properties
– Contract Information tab
� Codes
– Performing and Responsible
� Code
� Code
– Thresholds tab of each WBS Code
– Notes tab- can create a category
Project Data Comparison cont.
MPM
� Integrated Planning
– Baseline & ETC, BCWP
– Milestones
– Basis of Estimates
• Resource and Summary
Cobra
� Project file
– Resource Assignments
• Specify Class: Baseline, ETC,
BCWP
– Milestone/Steps tab
– Notes tab- can create a category
• Resource only
Project Data Comparison cont.
MPM
� Actuals
– Resource
– EOC
� Program Log
Cobra
� Project file
– Resource Assignments
• Specify Class: Actuals
– Resource and/or EOC
� Project file Properties
– Budget tab
� Project Audit
Prep Work
� Upgrade to MPM 3.5
� Install SQL Server
– SQL Server (32-bit or 64-bit) [Standard or Enterprise]: 2008 SP2, 2008 R2, or 2012 SP1
� Install Data Warehouse 3.5
– Installation Instructions in MPM 3.5 Installation Guide
– Install additional DW Views used for migration
� Synchronize projects desired to be moved to Cobra into Data Warehouse
– Synchronize active MPM projects or start projects fresh in Cobra?
� Install Cobra 8.1
– Due out Q4 2016
� When do you want to migrate data?
– Do Manual Process now?
– Wait for Migration Tool?
Manual Process
� Run SQL scripts to create .CSV files to be imported into Cobra
� Run script for each kind of data
– Calendars
• Fiscal and Holiday
– OBS
• Performing and Responsible
– CLIN
– WBS
– Rates
– Resources
Manual Process cont.
� Create files in Cobra
– Calendar
– OBS Code file(s)
• Performing and Responsible
– CLIN Code file
– WBS Code file
– CAM Code file
– Rate
– Resource
– Project
Import data into Cobra
� Use Integration tab to Import Data
� Select Ancillary Data on Integration tab
– Calendar
– Holidays
– Codes
• OBS: Performing and Responsible
• CLIN
• WBS
• CAM
– Rates
– Resources
Overview
� MPM to Cobra Migration Tool in development
– Due out Q1 2017
� Tool will do direct integration from the MPM Data Warehouse 3.5 to Cobra 8
– Take data out of the DW SQL Tables and bring into the Cobra SQL Tables
� Allows user to map fields
� Allows user to move a single project or multiple projects
� Allows user to decide what data to bring over
– Projects, Globals, ancillary data, etc.