Transcript Software Tools By AlNik

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?