101 Tips and Tricks for wInsight

Transcription

Copyright Earned Value Associates LLC. All rights reserved.
101
!
!
w
e
N
All
Tips and Tricks for wInsight
Part III
Eleanor Haupt
Earned Value Associates LLC
ehaupt@earnedvalue.biz
www.earnedvalue.biz
937-572-2586
Advance Reviews
101 Tips & Tricks III
“Outshines ‘Revenge of the wInsight
Nerds’ . Riveting and powerful.”
Ed Knox
“A stunning work of raw, poetic beauty!!
Two Arrows Up!”
Epert & Roeber
“I can’t believe Eleanor has this much
time on her hands!” her Business Partner
Outline

Updating your Software
Custom Narrative Input Screens
Risk and Scorecard
Workspaces
Analysis

Comparison to Funding
Baseline Analysis
Custom Reports
wInsight Version 6.3 Tips
Updating your Software
w
Upgrading to Version 6.3

Prior to Installation – Save your Files!!

1
Save your custom settings (custom registry file)

Save any custom reports you’ve built
Archive your data base(s)

2
(wInsight) Click File, Export Custom Items
Archive in a separate location from software
(Admin) Click Utilities, Backup….
Archive in a separate location from software

Note: Should always be stored on network drive, not on
C drive!!

3
Installation

Remove prior version

4

Settings, Control Panel, Add or Remove
Programs
Ensure that the following folders are removed
or empty

CSSI6/bin
CSSI6/data
CSSI6/winst
CSSI6/wsmde
(contains .dll and other files)
(contains blank data bases)
(wInsight, report templates)
(Administrator, report templates)
Install new software
Tips courtesy of Dan Zosh
Post Installation
5

Re-import your custom registry file

6

(wInsight) Click File, Import Custom Items
Convert 6.2 data base to 6.3 data base

Option:

7
Open wInsight Administrator version 6.3
Create a data source link to a blank 6.3 data base
Restore archived data base in the blank data base
Option:

Run wsquery for Access, MSSQL, or Oracle
Example:

C:\cssi6\winst\data\access\updateaccess62to63
Click Database, Connect. Select database to
convert.
Click green triangle
easy
A Note about Compatibility
Don’t hesitate to upgrade!!
8

Databases are forward compatible

9

Can open version 6.2 database in version 6.3
Databases are not backwards compatible

If trying to open 6.3 version of database in 6.2, will
get following error
What File do I Send my
Customer?
10

Type of file

First submission only

Subsequent submissions

Archived database (.wsa)
Outlook blocks databases – do not send .mdb by e-mail
Transfer file for most recent month only
Version?

11
If your customer has a higher version of wInsight

If you have a higher version of wInsight

Shame on you! Get the upgrade
In the meantime, send the transfer file
Send them a transfer file compatible with their version
Transfer file formats

X12 format
(.trn)
XML format (if wInsight 6.0 or higher)
(.xml)
Exporting a Different Version

12
XML

Utilities, Export File
Click Options button
Can save to older version

13
6.2
6.1
6.0
TRN

Utilities, Export File
Select X12 as export option
Click Options button
Select version (WSA 5.0, 4.0,
2.0, wInsight 3.x, 2.x, PA)
Contract Names and
Importing Transfer Files

14

Administrator uses the ContrName field to
match the transfer file to the correct contract
If you get the message that a new contract is
being created during import

ContrName may have been changed

Open the transfer file in NotePad

15

Click Edit, Find, enter “ContrName”
Edit name to match ContrName in database
Contractors: do not modify ContrName
without informing your customer!
Can I have both versions (i.e. 6.2
and 6.3) on same machine?
16

17

Yes, but not recommended!
Need to register DLLs in both versions

18

Double click on CSSI6/bin/DoRegAll
Launch correct version of software
Be careful of data base versions

May need to designate data base version in
title (e.g., MOH-2 Vers 63)
Keep in separate directories
Upgrade your Software

If you have a renewal agreement

Visit www.cssi.com/footprints monthly
Download software upgrades
Upgrade may not include all support files &
utilities

19
Do not uninstall software or remove support
files

If asked if you wish to install a support file (e.g.,
xxx.dll), click yes
Should archive registry file in separate location
prior to downloading
Drag and Drop Import
20

21

Drag and drop a transfer file directly from
Windows Explorer into the Administrator
window
Drag and drop for several contracts at once
Automatically recalculates
Ensure you have correct options selected
prior to drag & drop

Import
Recalculate
You won’t have a chance during drag & drop
22
Step by Step Data Base Maintenance*
Restore an
Archived
Contract or
Contracts
Recalculate
page 12
page 9
X
option 2
X
option 2
X
X
X
Restore an archived
contract or contracts in an
existing data base
X
X
X
Send periodic data to a
customer
X
X
Send the entire Data Base
or contract to a customer
X
X
X
Archive the database to
back-up the data
X
X
X
'---------------------------Functions -----
Create a
Data Base
Shell
Select the
Data Base
Import a
Transfer File
page 4
page 4
(see page 5 for
entering data
manually)
Recalculate
Backup the
Roll Up the
Export a
Data Base or
Data
Transfer File
Contract
page 11
--Desired Outcome
page 9
page 10
page 10
page 12
FOLLOW THESE STEPS IN ORDER FROM LEFT TO RIGHT
Create a Contract in a new
Data Base
X
X
X
Add a Contract to an
Existing Data Base
X
X
option 1
X
option 1
Import a new month of
data
X
X
X
Restore an archived
contract or contracts in a
new data base
X
X
X
X
*Guide to Mastering wInsight, published by Earned Value Associates, LLC
Copyright 2005
Custom Narrative Input Screens
Custom
Custom
fmt5_narrative.htm
fmt5_narrative.htm
23
generated
generated
generated
generated
24
Input
Input section
section
25
-Provide
-Provideblocks
blocksfor
forCAMs
CAMsto
tofill
fillinin
“If
“Ifyou
youbuild
buildit,it,they
theywill
willwrite
writeit”
it”
Resulting
Resulting Format
Format 55
narrative
narrative
26
WE: Sample
Custom Narrative Input
Templates
27

Can modify any of the following standard
input templates

fmt5_template.htm
sow_template.htm
usernarr_template.htm
Select new template on the Input menu
The data and the new template will be
shown in the corresponding report

rfmt5_template.htm
rsow_template.htm
rusernarr_template.htm
28
Names
Namesare
aresimilar
similar
Be
careful!
Be careful!
Only
Onlyneed
needto
to
modify
modifythe
theinput
input
template,
template,not
notthe
the
report
report
6.3
Customizing Narrative Inputs
Step by Step

Copy and save the original template in another
location

29
in case you want to restore it later!
Customize

Open the file using a HTML editor
Add fields to show dynamic data
Add tables and words to indicate input areas
Save with the same name in the winst folder

Example: C:\cssi6\winst\fmt5_template.htm
Could save Fmt 5 template with contract name

30
31
Example: C:\cssi6\winst\MOH-2_fmt5_template.htm
Have to close and re-open wInsight to establish automatic link
Demonstrated live in my other presentation!
How to Use

Select Active Element
Click on Input, name of narrative input report

Hint: if new narrative inputs do not show up, may
need to clear old narrative. Click Edit, Select All,
Edit, Clear All, Save. Close window, then reopen
narrative input.
Enter information
Click Save button
To view report, select report from report menu
32
How to Use

To clear entered information

33
Click Edit, Clear All. Edit, Save.
Close and reopen input screen to refresh template
To copy forward

Format 5 Narrative, User Narrative
34
Administrator (Utilities, Copy Forward)

Can select option to only copy Format 5 narratives for 35
elements that meet the new month’s VAR thresholds

Click VAR Only
Scope of Work narrative

Automatically copies forward
Risk and Scorecard
6.3
New Risk Fields in Version 6.3

New fields

Warning!
40
Warning!
••Old
Oldfield
field(Risk)
(Risk)still
stillexists.
exists.
••Populate
Populateinin“CPR
“CPRElements”
Elements”table.
table.
••To
Toshow,
show,select
select“RiskColor”,
“RiskColor”,not
not“Risk”
“Risk”

Risk
Technical
Funding
Staffing
Satisfaction
UserKpi6
UserKpi7
UserKpi8
UserKpi9
UserKpi10
36
37
••Colors:
Colors: __RRYYGGBB
••Trend
Trendarrows
arrows
38
••Can
Canbe
be
renamed
renamedininSort
Sort
window
window
39
••Use
for
other
Use for other
risks
risks(schedule,
(schedule,
probability,
probability,
etc.)
etc.)
6.3
New Risk Fields in Version 6.3
Data Entry

Enter in Element Data table, Scorecard table

Option

42

Faster Option

Select each risk item
Select color from drop down box
Double click in cell
Type in rating directly
Copy to next month

43
Not automatic
Copy and paste from prior month, edit as needed
41
6.3
Custom Workspace – “Scorecard”
44
Custom Workspace – “Scorecard”
WE: Sample
6.3
Custom
CustomView:
View: Scorecard
Scorecard
45
Fields:
Fields: Risk,
Risk,UserKpi8,
UserKpi8,UserKpi7,
UserKpi7,Technical,
Technical,Staffing,
Staffing,UserKpi6,
UserKpi6,SpiTrCum,
SpiTrCum,
TFloat,
TFloat,Bac,
Bac,Funding,
Funding,CpiTrCum,
CpiTrCum,VacTrCum,
VacTrCum,UserEacMin,
UserEacMin,UserEac,
UserEac,UserEac
UserEac
Max
Max
46
•• Changed
Changedto
toIPT
IPTstructure.
structure.
•• Sized
Sizedand
andarranged
arrangedwindows.
windows.
•• Save
SaveWorkspace
WorkspaceAs…
As…
48
Custom
Customchart
chart
Columns:
Columns: BAC,
BAC,EAC
EAC
Trend
Trendlines:
lines: SPI,
SPI,CPI
CPI
Used
UsedScope
Scopeof
ofWork
Work
report
to
input
report to inputrisk
risk
items,
90
day
look
items, 90 day look
ahead
ahead
47
6.3
Other Potential Uses for new Risk
50
••IfIfentering
colors
for
KPI
Fields
entering colors for KPI
9 and 10 only, must enter

Track CAM competencies

CAMs
No performance data
Use two blank risk fields

49
Create an alternate data structure

9 and 10 only, must enter
88blank
blankspaces
spaces
••Blanks
Blankswill
willnot
notcopy
copy &&
paste
pasteto
tonext
nextmonth
month
CAM Training (UserKpi9)
VAR Quality (UserKpi10)
Show to PM on regular basis
OffSym
ProjOff
LL
CAM Training VAR Quality
1
IPT 1
Smart
√
↓
↔
2
IPT 1
Bond
√
↔
↔
3
IPT 1
Wayne
√
↓
↔
4
IPT 1
Brown
√
↔
↔
5
IPT 2
Simmons
√
↔
↔
6
IPT 2
Novak
√
↔
↔
7
IPT 2
Smith
√
↔
↔
8
IPT 2
Price
√
↑
↔
9
IPT 3
Hall
√
↔
↔
10
IPT 3
Zepka
√
↔
↔
11
IPT 3
Tideman
√
↑
↔
12
IPT 4
Hall
√
↔
↔
13
IPT 4
Blair
√
↔
↔
14
IPT 4
Troop
√
↔
↔
15
IPT 4
Pino
√
↔
↔
Master wInsight, you can

Master the software

Read Guide to Mastering wInsight
Explore and have fun!
Fear not the dark side of custom reports
Customize for your team

51
Views, Filters, Charts
Multiple windows
Quad charts
Workspaces
Reports
Share custom registry file, you must
“Try not.
not.
“Try
Do oror dodo not,
not,
Do
there isis nono try.”
try.”
there
Workspaces
Custom Workspaces

Are only valid for a particular data source
How to create

Use during live project reviews in conference room
Customize for project manager, IPT, etc.
54
Save basic Sort window as default

Arrange wInsight components as desired
Filter, sort, custom reports, etc.
Click File, Save Workspace As…
53
Recommend saving to network drive to avoid loss
Uses

52
Save Workspace
Automatically opens when you open wInsight
Can open custom workspaces without closing data
Demonstrated live in my other presentation!
Data Validity Workspace
EAC Realism Workspace
VAR Input Workspace
MR Status Workspace
55
56
57
6.3
VAR Track custom workspace
58
Custom
Custom workspaces
workspaces
can
can now
now contain
contain
more
more than
than one
one Sort
Sort
window
window
Analysis Tips
Contract Tree

Current/Cum toggle

59
Right mouse click
anywhere in Tree
Click Options menu to see
if Current toggle is on
Toggle to OBS structure
Analysis

Drill down the WBS or
OBS structure
Can select the Active 60
Element on the tree

All open charts and
reports are changed
Contract Tree workspace
61
!%#$& Filter Name

DO NOT begin the name of
a custom filter with any of
following characters

!%#$&
It will be at the top of the
pre-filter list in the Open
Data Set dialog box

Becomes default unless you
always remember to click on
<All Elements>
62
6.3
Interactive Filters

Prompt you to enter value

Example: name of CAM, WBS begins with,
CPI, etc.
6.3 Enhancement

63
Click Apply to keep
interactive window open
Can enter new values
Comparison to Funding
Show total funding vs. expected Price at Completion (PAC)
MEGA HERZ ELEC & VEN F04695-86-C-0050 FPI RDPR
Funding vs PACs
Element: 1000
Dollars in Millions
64
2003
APR
MAY
JUN
JUL
AUG
SEP
OCT
NOV
DEC
Name: MOH-2
2004
JAN
28.0
27.0
••Use
2,
UseNumber1,
Number1,
2,3,
3,44fields
fieldsin
inAdministrator
Administrator
••Enter
total
funding,
Price
at
Completion
Enter total funding, Price at Completion
26.0
25.0
24.0
23.0
22.0
21.0
20.0
PO Funding
23.00
PAC Min 19.99
PAC ML 21.05
PAC Max 22.02
23.00
20.08
21.10
21.54
23.00
21.11
21.54
21.90
23.00
21.44
21.75
21.66
23.00
21.50
21.90
21.75
23.00
21.54
22.01
22.90
23.00
21.78
22.54
22.98
23.00
24.54
25.01
27.54
27.00
27.00
27.00
27.00
27.00
27.00
27.00
27.00
39
Funding chart
Funding
F04695-86-C-0050 FPI RDPR
Contractor: MEGA HERZ ELEC & VEN
Contract: MOH-2
Complete
Time Now
Start
Dollars in Millions
••Shows
Showsspreads
spreadsof
offunding
funding
25.0••Requires
RequiresCFSR
CFSRdata
data
••Customized
Customizedon
onnext
nextchart
chart
Program: Mohawk Vehicle
AS OF: JAN 93
20.0
15.0
10.0
5.0
0.0
65
••Completion
line
is
the
later
of:
Completion line is the later of:
••ContrCompl
ContrCompl (Administrator)
(Administrator)
••CtrEstCompl
CtrEstCompl (Administrator)
(Administrator)
••POEstCompl
(wInsight)
POEstCompl (wInsight)
1992
BCWS
BCWP
ACWP
7.28
6.85
7.35
1993
Contractor Spread
Automated Spread
Custom Spread
23.36
24.00
25.10
66
Funding
F04695-86-C-0050 FPI RDPR
Contract: MOH-2
22.5
Complete
Time Now
25.0
AS OF: JAN 04
Start
Dollars in Millions
*Guide to Mastering wInsight, published by Earned Value Associates, LLC
Customized Funding chart*
20.0
17.5
15.0
Problem!
Planned obligations
less than Ctr Spread
12.5
10.0
7.5
Copyright 2005
••Changed
Changedfield
fieldon
onstandard
standardFunding
Fundingchart
chart
5.0
••Autospread
field
Budget
field
Autospread field
Budget field(populated
(populatedin
inAdministrator)
Administrator)
•
Legend:
“Planned
Obligations”
• Legend: “Planned Obligations”
2.5
••Changed
Changedlegend
legend
0.0
•“Custom
•“CustomSpread”
Spread”to
to“PMO
“PMOSpread
Spreadof
ofPAC”
PAC”
•“Contractor
Spread”
Spread
•“Contractor
Spread”to
to“Contractor
“Contractor
Spreadof
ofPAC”
PAC”
2003
2004
2005
BCWS
BCWP
ACWP
7.33
7.31
7.35
Contractor Spread of PAC
Planned Obligations
PMO Spread of PAC
23.36
24.10
24.10
Analyze Staffing Forecasts

Open Manpower chart

Available for all elements in OBS structure
Available at Level 1 for WBS and other structures
Shows actual data for past 3 months and incremental
data for future periods
Look for
67

Significant shifts from prior reports
68
Compare actual costs (past 3 months) to what had been
forecasted
69
Compare end point (EAC data) with

Prior months to see if period has been extended
End point for BAC (if entered)
End point for total program BAC on Format 3
Element: QA
EQP
2003
NOV
Manpower
2004
FEB
MAR
APR
MAY
JUN
JUL
DEC
JAN
Name: QUALITY CONTROL
AUG
SEP
OCT
25.0
20.0
••Does
Doesthis
thiscurve
curvesupport
supportthe
thephasing
phasing
of
ofthe
thework?
work? Does
Doesthe
thework
workend
endinin
October?
October?
••What
Whatdoes
doesthe
theFormat
Format33show
showfor
for
Forecasted
ForecastedCompletion
CompletionDate?
Date?
15.0
10.0
5.0
0.0
71
ACTUAL
LRE
BAC
9.00
9.00
0.00
Could
Couldenter
enterBAC
BAC
16.20
18.20
information
for
information
for23.60
15.20
17.40 17.80
manpower
inin 0.00
0.00
0.00
0.00
manpower
Administrator
Administrator
26.00
0.00
26.40
0.00
25.40
0.00
23.60
0.00
16.60
0.00
4.40
0.00
0.00
0.00
70
Baseline Analysis
Review the Baseline Analysis Chart
Baseline Analysis
F04695-86-C-0050 FPI RDPR
Contract: MOH-2
80
60
40
74
5.0
••Completion
Completionline
lineisisthe
thelater
laterof:
of:
••ContrCompl
(Administrator)
ContrCompl (Administrator)
••CtrEstCompl
CtrEstCompl (Administrator)
(Administrator)
••POEstCompl
(wInsight)
POEstCompl (wInsight)
2.5
0.0
2003
BCWS
BCWP
ACWP
7.28
6.85
7.35
100
2004
JAN 04 Baseline
DEC 03 Baseline
NOV 03 Baseline
20
0
20.80
20.80
19.38
Percent of PMB
•• Look
Lookfor
forshifts
shiftsfrom
fromone
one
17.5
period
periodto
toanother.
another. Should
Should
correlate
with
correlate15.0
withIMS
IMSbaseline
baseline
changes.
changes.12.5
•• Analyze
Analyzespikes,
spikes,flat
flatspots,
spots,
10.0 slopes.
or
ornegative
negative
slopes.
•• MR
UB are spread.
MRand
and
7.5 UB are spread. 73
Complete
72
Time Now
Start
Dollars in Millions
20.0
AS OF: JAN 04
Baseline Analysis chart
AS OF: JAN 04
100
80
15.0
12.5
60
10.0
40
7.5
5.0
20
2.5
0.0
0
2003
BCWS
BCWP
ACWP
7.28
6.85
7.35
2004
JAN 04 Baseline
DEC 03 Baseline
Sep 03 Rolling Wave
20.80
20.80
19.16
Percent of PMB
Complete
Time Now
Start
Dollars in Millions
75
••Shows
ShowsBCWS
BCWSbaseline
baselinecurves
curvesfor
forlast
last3Baseline
3months
months
Analysis
F04695-86-C-0050
••Can
designate
a
“fixed
period”
for
curves
Can
designate
a ELEC
“fixed
period” for curvesFPI RDPR
Contractor:
MEGA HERZ
& VEN
••Designate
for
Contract: MOH-2
Designate
forOTB,
OTB,rolling
rollingwave,
wave,etc.
etc.
••Click
Define
Chart
Click Define Chart
••Select
one
Select20.0
oneofof33future
futurecurves.
curves.
••Edit
,
click
Absolute
,
select
Edit, click Absolute, selectperiod
period
••Requires
future
period
BCWS
data
17.5
Requires future period BCWS data
Custom
Custom
Reports
Reports for
for
Baseline
Baseline
Analysis
Analysis
Future
Future Period
Period BCWS
BCWS –– Twelve
Twelve Months
Months
76
(banded
(bandedreport
reportfor
forall
allelements)
elements)
77
Baseline
Baseline Analysis
Analysis
for
for WBS
WBS Element
Element
Custom Reports
Custom Reports

Keep all custom reports in same folder

Suggest: C:\CSSI6\winst
If not in same folder, wInsight will
automatically look for a report in last
location that was mapped for any report

Will get error message
Have to continually re-map
78
Hints for Custom Reports

Banded Reports

Show data fields for all elements showing
in Sort window (could be filtered set)
Example: PM Summary report
How to create

Begin by studying existing reports
Copy and edit existing report 81

Copy scripts, formats, etc.
Arrange HTML editor window and wInsight
sort window together on screen

Make changes to report
Switch to wInsight, apply report
Verify changes in new report
82
Formatting Custom Reports
(|Lre|(-0)|[c0]|)
Current
period
No
decimals
84
Must use Lre for
field name
instead of Eac
(|Lre|(-1)|[n3]|)
Prior period (relative to
current period)
Specify number
of decimals
(|Lre|(-0)|{+1}|Dollars|)
85
Future period (relative
to current period)
Specify units
If left off, can toggle units
83
EAC Realism - Work Breakdown Structure (Dollars)
As of: JAN 04
Contract Name: MOH-2
Contract Number: F04695-86-C-0050
Element Code: 1000
Element Name: MOH-2
86
Project Officer: Jones
Office Symbol: JDHD
Method 1 - Comparison of CV to VAC
Cum Cost Variance
-36.0
VAC
0.0
The cumulative cost variance to date is worse than the projected final cost overrun. The EAC appears to
be optimistic or may be outdated.
Cumulative cost performance is overrunning; but final costs are expected to come in at the budget
value.
Method 2 - Comparison of CPI to TCPI-EAC
CPI
0.995
TCPI-EAC
••“EAC
“EACRealism”
Realism”custom
customreport
report
••Verifies
Verifiesrealism
realismby
by44methods
methods
••Also
Alsocreated:
created:
•“EAC
•“EACRealism
Realismsince
sinceOTB”
OTB”
custom
customreport
report
1.002
Comparison of CPI to TCPI-EAC
-0.007
The EAC is relatively consistent with cost efficiency to date.
Method 3 - Compare EAC to Statistical Forecasts
Contractor's EAC
28,389.4
wInsight Independent Statistical Forecasts
•Current Period CPI
•CPI (3 period average)
•CPI (6 period average)
•Cumulative CPI
•Weighted Cost Schedule
•MICOM (CPI6*SPI)
•CPI*SPI
30,874.7
27,167.8
28,414.7
•User EAC (most likely)
•User EAC (max)
28,389.0
Compare the EAC to range of statistical EACs.
If the EAC is below the range, it appears to be unrealistic based on past performance.
If the EAC is within the range, it appears to be realistic based on past performance, but evaluate its
position within the range.
If the EAC is above the range, it may be too pessimistic, unless it is based on knowledge of future risks.
Compare the EAC to the range of User EACs (if input).
28,512.7
28,525.8
Method 4 - Compare EAC to Regression Forecasts
28,600.9
28,696.0
User Input EACs
•User EAC (min)
SPO EAC
28,663.8
Contractor's EAC
28,389.4
Linear Regression
28,643.9
Evaluate the EAC against the linear regression formula. Note that this is not a curvilinear function, but
a straight line projection.
29,580.8
30,169.8
Notes
Weights for Cost + Schedule Forecast: Cost = 50.0%
Forecasts are summed from lower levels.
Schedule = 50.0%
87
Twelve
Twelve Period
Period
Summary
Summary
Copying Reports to Word or
88
PowerPoint
Two
Two Step
Step Process
Process

Open wInsight report

Click Edit, Select All, Edit, Copy
Open new Word or PowerPoint
document

Click Edit, Paste Special, HTML
Format
Click on report to select, Cut
Click Edit, Paste Special, Picture
(Enhanced Metafile)
PowerPoint

Select script tag (if any) and delete
Allows
Allowsyou
youto
totreat
treatthe
the
report
reportas
asaapicture
picture
(resize,
(resize,etc.)
etc.)
wInsight 6.3
6.3
Chart 2
Element: 1000
Name: MOH-2
SPICUM
Index of Dollars
0.95
0.
90
10
.
1
89
•• Select
SelectGauge
Gaugeas
astype
typeof
ofUnits
Units
•• Can
Canchart
chartany
any%
%or
orindex
indexfield
field
•• Clicking
OptionalData
Datashows
shows
ClickingOptional
previous
previous22months
months
AUG 03
0.972
SEP 03
0.993
OCT 03
1.089
6.3
Chart 2
Element: 1000
Name: MOH-2
SPICUM
Index of Dollars
0.95
1
0.
0
.1
90
AUG 03
SEP 03
OCT 03
0.972
0.993
1.089
6.3
Custom Animation
for Gauge Chart
90

Copy and paste to PowerPoint
Cut and Paste Special (Windows
Metafile)
Ungroup picture elements
Animate
Change colors, font sizes
6.3
New Fields

•• Rolling
Rolling averages
averages
•• Show
Show in
in Sort
Sort window
window
•• Plot
Plot on
on trend
trend charts
charts
••Suggest
Suggestbars
barsfor
forrolling
rollingaverages
averages
••Trend
lines
for
cum
indices
Trend lines for cum indices
CPI 3
Element: 1000
Index of Dollars

CpiCum3
CpiCum6
SpiCum3
SpiCum6
1.200
2003
APR
MAY
JUN
JUL
AUG
SEP
OCT
NOV
DEC
Name: MOH-2
2004
JAN
1.150
1.100
1.050
1.000
0.950
0.900
0.850
CPICUM3 1.150 1.051 0.996 0.967 0.903 1.016 0.869 0.872 0.905 0.950
CPICUM 1.150 1.051 0.996 0.987 0.927 1.011 0.906 0.891 0.947 0.932
91
6.3
New Fields in Administrator

CprDid

Contracts, Contract Set Up table

93
Report Set Up, CPR Header table

Select “0” for Aug 99 DID
Select “1” for Mar 00 DID
EvmsAppr

92
Enter date of system validation
ReprogSch

Element, Earned Value table

Enter SV adjustments by element
94
6.3
New CPR Formats

Can be selected by switching CprDid field to
“1”
Files are contained in C:\CSSI6\wsmde

95
Example: cpr_1m1.htm
New formats available on FootPrints with correct
title
View new formats in Administrator

Open Reports in navigation pane
Select CPR format
Can save as HTML file or print
Tips courtesy of Wayne Erwin
Caution
Caution
not
notyet
yet
supported
supportedinin
wInsight
wInsight
6.3
Import File options

Recalculate after
import

96
Uses last settings for
Recalculate and Import
Import warnings are
quickly displayed
Generate import
messages only

Dry run option
No data is imported
Leave
Leave both
both options
options
unchecked
unchecked for
for
normal
normal import
import
6.3
Administrator
Tree Manager

Drag and drop element onto new
parent element

On same tree
Only need to open second tree to
save scrolling up and down
Click Insert on your keyboard to
insert new element

Generates default number

97
parent#.1
Enter element number only
Must enter name in CPR Elements
table
Click Delete on your keyboard
to delete an element
Can
Canonly
onlymove
move
elements
elementswithin
within
same
samestructure
structure
6.3
Administrator
WBS Map

Drag and drop from WBS (left pane) to
target structure on right
Click Options

To show

Lowest only
Unmapped
Mapped
Linked WBS elements for selected
target
To filter WBS elements

98
Example: by CAM
To remove link, click target WBS and
drag to blank area in target area
Click File, Validate/Repair to detect
and repair broken links
Click File, Save
Important
ImportantNext
NextSteps
Steps
••Run
RunUtilities,
Utilities,Run
RunScript,
Script,Set
Set
Linked
LinkedPeriod
PeriodData
Data
••Copies
Copiesdata
datato
tonew
newlinks
links
Script,
Set
Linked
Future
••Run
Run Script, Set Linked Future
Data
Data
••Copies
Copiesfuture
futureperiod
perioddata
data
••Recalculate
Recalculate
One Final Hint about
Administrator

If unsure about what you are about to do

Step 1
Step 2
Step 3
No worries!
99
Recalculate and archive the
database in a safe place
Try out new techniques
If you blow it, delete the test
database and restore the archived
database
Need Help?

Send me an e-mail if you’d like any of
the following

100
wscustom.xml
Custom reports
(my custom registry file)
Visit our website for wInsight resources

www.earnedvalue.biz
Tip #101
16
There is only
one copy of
wInsight-opoly
in the world!
Register at our booth to win the only copy!