Monitoring Forecast Trends Using Deltek Cobra...2016/11/01 · Performance factor = 1/CPI...
Transcript of Monitoring Forecast Trends Using Deltek Cobra...2016/11/01 · Performance factor = 1/CPI...
Monitoring Forecast
Trends Using Deltek
Cobra
Robb Webster, Principal Consultant, PrimePM
©2016 Deltek, Inc. All Rights Reserved 2
Overview
Cobra can be used to monitor how your EAC is fluctuating from month to month. While wInsight is the
more appropriate tool to perform this type of analysis, Cobra is able to provide detail in this arena.
Topics to discuss
Forecasting in Cobra: Statistical v Manual
Capturing Trends in Cobra
Forecast Trend Report Demo
Monitoring Forecast Trends Using Deltek Cobra
Statistical v Manual
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Statistical v Manual
Manual forecasts provide a way for CAM’s to estimate remaining work.
Statistical forecasts provide a way to assess the validity of these estimates.
Seeing how any of these are trending are a great indicator of project health
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Manual Forecast
Load using the Integration Wizard
Generally formulated by CAM
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Statistical Forecast
Use the Calculate Forecast wizard to estimate the final cost of the project at any given time during
its course.
Cobra will calculate based on factors/indices/measurements at the time of calculation. It will always
overwrite the current forecast and can be done at any time during the month, so it can be updated
periodically throughout a status month.
Create a forecast class and indicate its method of calculation
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Statistical Forecast
Performance factor = 1 — Assumes that the project will perform all remaining work according to
budget.
Performance factor = 1/CPI cumulative to date (where CPI = Earned Value/Actual Costs) —
Assumes that all remaining work will be performed at the same rate of efficiency (cost performance
index or CPI) as has been achieved so far.
Performance factor = 1/CPI last status period — Assumes that all remaining work will be performed
at the same rate of efficiency as has been achieved in the current fiscal period.
Performance factor = 1/CPI last three status periods — Assumes that all remaining work will be
performed at the same rate of efficiency that has been achieved in the current period plus the two
previous periods.
Performance factor = 1/CPI last six status periods — Assumes that all remaining work will be
performed at the same rate of efficiency that has been achieved in the current fiscal period plus five
previous fiscal periods.
Performance factor = user-defined value — Allows you to enter a performance factor at the time
new forecasts are generated.
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Statistical Forecast
Performance factor = 1/((a * CPI) + (b * SPI)) (where a + b = 1.0) — Allows you to define a
performance factor that reflects the cumulative CPI and SPI and in which the relative weighting of
CPI and SPI are user-definable. This method allows you to indicate the relative importance of cost
and schedule performance when calculating performance factors.
– For example, assume that the cumulative CPI for a work package is 1.5 and the cumulative
SPI is 0.6. You want to assign a relative weighting of 75% to the cost performance and 25% to
the schedule performance. As a result, Cobra calculates a work-package performance factor
of 0.889.
– By contrast, if you assume the same values for CPI and SPI but assign a weighting of 25% to
cost performance and 75% to schedule performance, Cobra calculates a work-package
performance factor of 1.212.
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Statistical Forecast
Performance factor = 1/(CPI * SPI) (where SPI = EV/Budget) — Allows you to define a performance
factor based on both the cumulative cost performance index and the cumulative schedule
performance index.
– For example, assume that a work package originally budgeted at $10,000 is half way through
its schedule and has a cumulative Budget of $5000. Thirty-percent (30%) of the work package
budget has been earned, resulting in a cumulative EV of $3000. Cumulative actual costs,
however, are $2000. Thus, the work package has an unfavorable SPI of 0.6 (3000/5000) and a
favorable CPI of 1.5 (3000/2000).
– As a result, Cobra arrives at a work-package performance factor of 1.111.
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Statistical Forecast
• Multiple performance factors — This method allows you to have multiple performance factors. With
the multiple performance factor feature you can have Cobra calculate a different performance
factor depending on how much of the project has been completed. Cobra determines how much of
the project has been completed by comparing the cumulative EV to the BAC.
– When you define multiple performance factors for a forecast, you can define up to four ranges
of completion over which a particular performance factor takes effect. For example, if you want
to set up a forecast that uses a performance factor of 1 (forecast method 1) for the first third of
the work, a user-defined performance factor (forecast method 6) over the second third of the
work, and the cumulative CPI (forecast method 2) over the final third you can use the following
definition:
Monitoring Forecast Trends Using Deltek Cobra
Capturing Trends
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Trends
It is possible in Cobra to capture any project health indicators and create reports showing trends
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Trends
Create a work package, resource, and cost class to hold the numbers.
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Trends
The curve report will create a line graph.
Format the template to look like the style you require.
You can apply this same concept to other measurements, like expected progress or variance
monitoring
Monitoring Forecast Trends Using Deltek Cobra
Forecast Trend Report Demo
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Report
48,000,000
50,000,000
52,000,000
54,000,000
56,000,000
58,000,000
60,000,000
62,000,000
EAC Trend Past 12 months
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Setup: Classes and Cost Sets
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Setup: Classes and Cost Sets
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Setup: Reclass
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Setup: Reclass (Custom Hook)
LPARAMETERS toObj
PRIVATE vpcProgram, conn
* Connect to the server
conn = SQLStringConnect( "dsn=Cobra5DSN;Trusted_Connection=True;" )
* Initialize variables
vpcProgram = toObj.GetParam( "Program" )
SQLExec(conn, "exec [dbo].[RC_EVMS_Advanced_Calendar_Custom_Hook] '"+ vpcProgram + "';")
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Setup: Reclass (Custom Hook)The SQL for the stored procedure:
@pCobraProjectID nvarchar(22)
DELETE FROM TPHASE WHERE PROGRAM = @pCobraProjectID AND CLASS = 'EACMinus12';
UPDATE TPHASE SET CLASS = ‘EACMinus12’ WHERE PROGRAM = @pCobraProjectID AND CLASS
= 'EACMinus11';
UPDATE TPHASE SET CLASS = ‘EACMinus11’ WHERE PROGRAM = @pCobraProjectID AND CLASS
= 'EACMinus10';
UPDATE TPHASE SET CLASS = ‘EACMinus10’ WHERE PROGRAM = @pCobraProjectID AND CLASS
= 'EACMinus9';
UPDATE TPHASE SET CLASS = ‘EACMinus9’ WHERE PROGRAM = @pCobraProjectID AND CLASS
= 'EACMinus8';
UPDATE TPHASE SET CLASS = ‘EACMinus8’ WHERE PROGRAM = @pCobraProjectID AND CLASS
= 'EACMinus7';
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Setup: Reclass (Custom Hook)UPDATE TPHASE SET CLASS = ‘EACMinus7’ WHERE PROGRAM = @pCobraProjectID AND CLASS
= 'EACMinus6';
UPDATE TPHASE SET CLASS = ‘EACMinus6’ WHERE PROGRAM = @pCobraProjectID AND CLASS
= 'EACMinus5';
UPDATE TPHASE SET CLASS = ‘EACMinus5’ WHERE PROGRAM = @pCobraProjectID AND CLASS
= 'EACMinus4';
UPDATE TPHASE SET CLASS = ‘EACMinus4’ WHERE PROGRAM = @pCobraProjectID AND CLASS
= 'EACMinus3';
UPDATE TPHASE SET CLASS = ‘EACMinus3’ WHERE PROGRAM = @pCobraProjectID AND CLASS
= 'EACMinus2';
UPDATE TPHASE SET CLASS = ‘EACMinus2’ WHERE PROGRAM = @pCobraProjectID AND CLASS
= 'EACMinus1';
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Setup: Reclass (Custom Hook)INSERT INTO TPHASE
(PROGRAM,CAWPID,CECODE,CLASS,DF_DATE,BATCHNO,COM,DIRECT,FEE,FRINGE,FTE,GANDA
,HOURS,OVERHEAD) SELECT
a.PROGRAM,a.CAWPID,a.CECODE,'EACMinus1',a.DF_DATE,'0',SUM(a.COM),SUM(a.DIRECT),SUM(
a.FEE),SUM(a.FRINGE),SUM(a.FTE),SUM(a.GANDA),SUM(a.HOURS),SUM(a.OVERHEAD) FROM
TPHASE a, COSTREPCLASS b WHERE a.PROGRAM = b.PROGRAM AND a.CLASS = b.CLASS AND
a.PROGRAM = @pCobraProjectID AND b.PROGRAM = @pCobraProjectID AND b.COST = 'EAC'
GROUP BY a.PROGRAM,a.CAWPID,a.CECODE,a.DF_DATE;
DELETE FROM COSTELEM WHERE PROGRAM = @pCobraProjectID AND CLASS LIKE
'EACMinus%';
INSERT INTO COSTELEM (PROGRAM,CAWPID,CECODE,CLASS) SELECT
PROGRAM,CAWPID,CECODE,CLASS FROM TPHASE WHERE PROGRAM = @pCobraProjectID AND
CLASS LIKE 'EACMinus%' GROUP BY PROGRAM,CAWPID,CECODE,CLASS;
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Setup: Reclass (Batch)
To execute a batch process,
make a copy of a Cobra desktop
shortcut and change the target to
the Cobra.Api.exe. Add a user
name, password and script file.
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Setup: Reclass (Batch)
Your script file will look something like:
[Process001]
ProcessID=Reclass
Project=<your project name>
SourceAction=CopyDelete
SourceClass=EACMinus11
TargetAction=Replace
TargetClass=EACMinus12
[Process002]
ProcessID=Reclass
Project=<your project name>
SourceAction=CopyDelete
SourceClass=EACMinus10
TargetAction=Replace
TargetClass=EACMinus11
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Setup: Reclass (Batch)
[Process003]
ProcessID=Reclass
Project=<your project name>
SourceAction=CopyDelete
SourceClass=EACMinus9
TargetAction=Replace
TargetClass=EACMinus10
[Process004]
ProcessID=Reclass
Project=<your project name>
SourceAction=CopyDelete
SourceClass=EACMinus8
TargetAction=Replace
TargetClass=EACMinus9
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Setup: Reclass (Batch)
[Process005]
ProcessID=Reclass
Project=<your project name>
SourceAction=CopyDelete
SourceClass=EACMinus7
TargetAction=Replace
TargetClass=EACMinus8
[Process006]
ProcessID=Reclass
Project=<your project name>
SourceAction=CopyDelete
SourceClass=EACMinus6
TargetAction=Replace
TargetClass=EACMinus7
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Setup: Reclass (Batch)
[Process007]
ProcessID=Reclass
Project=<your project name>
SourceAction=CopyDelete
SourceClass=EACMinus5
TargetAction=Replace
TargetClass=EACMinus6
[Process008]
ProcessID=Reclass
Project=<your project name>
SourceAction=CopyDelete
SourceClass=EACMinus4
TargetAction=Replace
TargetClass=EACMinus5
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Setup: Reclass (Batch)
[Process009]
ProcessID=Reclass
Project=<your project name>
SourceAction=CopyDelete
SourceClass=EACMinus3
TargetAction=Replace
TargetClass=EACMinus4
[Process010]
ProcessID=Reclass
Project=<your project name>
SourceAction=CopyDelete
SourceClass=EACMinus2
TargetAction=Replace
TargetClass=EACMinus3
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Setup: Reclass (Batch)
[Process011]
ProcessID=Reclass
Project=<your project name>
SourceAction=CopyDelete
SourceClass=EACMinus1
TargetAction=Replace
TargetClass=EACMinus2
[Process012]
ProcessID=Reclass
Project=<your project name>
SourceAction=Copy
SourceClass=ETC
TargetAction=Replace
TargetClass=EACMinus1
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Setup: Reclass (Batch)
[[Process013]
ProcessID=Reclass
Project=<your project name>
SourceAction=Copy
SourceClass=ACWP
TargetAction=Add
TargetClass=EACMinus1
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Running the Report
Increase the maximum
number of cost sets allowed
Has one period flagged,
ATCOMPLETE
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Formatting the Report
Click to have your cost sets
along the horizontal axis
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Formatting the Report
Format the chart as desired
0
1,000
2,000
3,000
4,000
5,000
6,000
7,000
Val
ue
Time-phase period
DRAFT Draftsmen
{CostSet1.Description}
{CostSet2.Description}
{CostSet3.Description}
{CostSet4.Description}
{CostSet5.Description}
Monitoring Forecast Trends Using Deltek Cobra
Q&A
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Monitoring Forecast
Trends Using Deltek
Cobra
Robb Webster, Principal Consultant, PrimePM