MPM to Cobra Workshop

Deltek Cobra Analyst: Joanna McMurray

Deltek MPM Analyst: Barbara Gilson

Agenda

Global Data

Project Data

Migration Process

MPM to Cobra Migration Tool

Global Data

MPM data

Cobra data

Comparison

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

Project Data

MPM data

Cobra data

Comparison

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

Migration Process

MPM Data Warehouse data into Cobra SQL Database

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

MPM to Cobra Migration Tool

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.

Welcome Screen

Specify Source

MPM DW Info:

Specify Target

� Cobra Info:

MPM Project Selection

� Specify project(s)

� Type of Data

Q&A