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Transcript of Trahan stuart
A Solution for Schedule Integration on NASA Programs
NASA PM ChallengeFebruary 7, 2007
Stuart TrahanFounder and Chief Technology Officer
Founded in 2000Specializing in Microsoft Office Project EVMS Solutions
EVM Systems as per requirements of OMB 300 and ANSI 748.Support effective systems integration
Financial Accounting SystemsScheduling SystemsEarned Value Management SystemsExamples: SAP, Primavera, wInsight, MPM, Cobra, and other internal legacy systems
Experience in multiple industries includingAerospace DefenseTreasuryNational Research FoundationTelecommunications & Technology
Offices in Lake Charles, LouisianaDallas, Texas
Our Customers
Solutions for EVMS compliance and project data integration with Microsoft Project.
A Solution for Schedule Integration on NASA Programs
What are your schedule integration issues?
#1 Reported Issue is Data Integration
Pinnacle Management Systems, Inc.
Manassas , Virginiawww.pinnaclemanagement.com
Our Partner in Integration
Pinnacle Background
Founded in 1993Specializing in Enterprise Management Solutions
Earned Value ManagementProject Portfolio Management Enterprise Project/Resource Management
Experience in multiple industries includingAerospace & DefenseDOE & Public SectorFinance & InsuranceHealthcareEngineering & ConstructionTelecommunications & Technology
Offices in Northern Virginia and United KingdomPrimavera Premier Service Partner
Sample Pinnacle Clients
Schedule Integration - Definition
In general, integration refers to importing, exporting or updating data from one system to another
Schedule integration can be performed a number of ways for different business reasons
Primavera has tools to satisfy some schedule integration needs
Import/Export .MSP formatRead/write/update MS ExcelProjectLink
The Primavera API allows for development of more robust integration solutions
Enterprise Database
The most simple form of schedule integration requires importing multiple schedules to a single database – such as Primavera
Generally done for review only – although Primavera ProjectLink can be used for updates if users have access
Import multiple schedules into an Enterprise Project Structure (EPS) to look at summary schedule information
Enterprise Database - Challenges
Schedule data may come from a variety of sources (MS Project, Open Plan, MS Excel) in a myriad of file formats (.xls, .mpp, .xer)
Projects must be replaced with each update
Inconsistent coding of activities and WBS
Different levels of detail in each sub-schedule
ProgramMajor Milestones
IPT/Control Account/
Work PackagePlans
Detailed FunctionalWork Plans
Program Summary Schedules
Intermediate (Control Account) Schedules
Detail (Work Package/ Task) Schedules
Functional Working Plans/Schedules
Tiered Scheduling
P o w e r D i s t r i b u t i o nU n i t
C a m e r aT u r r e t H o u s i n g
G im b a l
R e c o r d e r A s s e m b l y
P a y l o a d S y s t e m E l e m e n t s A s s e m b l y
A ir b o r n e D a t a P r o c e s s o r
C a m e r a S e n s o r S y s t e m C o n t r o ll e r
D a t a P r o c e s s i n g U n i tG r o u n d C o n t r o l
S t a t i o n S u b s y s t e m
D a t a S t o r a g e U n i t
S y s t e m D is p la y U n i t
A i r b o r n e P a y l o a d S u b s y s t e m
S e n s o r C o n t r o l a n d C o m m S o f t w a r e
T u r r e t / G im b a lC o n t r o l le r S o f t w a r e
D a t a P r o c e s s i n g S o f t w a r e
S y s t e m D is p l a y U n i t
D a t a P r o c e s s in g U n i t
D a t a S t o r a g e U n i t
O & C S o f t w a r e
P a y l o a d I n t e g r a t i o ni n t o
A / V S e g m e n t
C o n t r a c t o r G r o u n d
a n d F l ig h t T e s t
D T / O TS u p p o r t
A ir V e h ic l eE le m e n t ( G F E )
G r o u n d C o n t r o l S t a t io n E l e m e n t s
( G F E )
C O B R A G r o u n d S t a t i o n S u b s y s t e m
A i r b o r n e P a y l o a d S u b s y s t e m
C a b l e / C 4 I
Tes t
Onl
y - Di s
k
P a y l o a d C o n t r o l le r
N a v S u i t e ( G P S /I N S )
D a t a li n k S u i t e
A /C P o w e r
WES
CAM
SE
A
ARE
TE
C 4 I I n f r a s t r u c t u r e
D a t a l i n k S u i t e
S y s t e m D is p l a y U n i t
P o w e r D i s t r i b u t i o nU n i t
C a m e r aT u r r e t H o u s i n g
G im b a l
R e c o r d e r A s s e m b l y
P a y l o a d S y s t e m E l e m e n t s A s s e m b l y
A ir b o r n e D a t a P r o c e s s o r
C a m e r a S e n s o r S y s t e m C o n t r o ll e r
D a t a P r o c e s s i n g U n i tG r o u n d C o n t r o l
S t a t i o n S u b s y s t e m
D a t a S t o r a g e U n i t
S y s t e m D is p la y U n i t
A i r b o r n e P a y l o a d S u b s y s t e m
S e n s o r C o n t r o l a n d C o m m S o f t w a r e
T u r r e t / G im b a lC o n t r o l le r S o f t w a r e
D a t a P r o c e s s i n g S o f t w a r e
S y s t e m D is p l a y U n i t
D a t a P r o c e s s in g U n i t
D a t a S t o r a g e U n i t
O & C S o f t w a r e
P a y l o a d I n t e g r a t i o ni n t o
A / V S e g m e n t
C o n t r a c t o r G r o u n d
a n d F l ig h t T e s t
D T / O TS u p p o r t
A ir V e h ic l eE le m e n t ( G F E )
G r o u n d C o n t r o l S t a t io n E l e m e n t s
( G F E )
C O B R A G r o u n d S t a t i o n S u b s y s t e m
A i r b o r n e P a y l o a d S u b s y s t e m
C a b l e / C 4 I
Tes t
Onl
y - Di s
k
P a y l o a d C o n t r o l le r
N a v S u i t e ( G P S /I N S )
D a t a li n k S u i t e
A /C P o w e r
WES
CAM
SE
A
ARE
TE
C 4 I I n f r a s t r u c t u r e
D a t a l i n k S u i t e
S y s t e m D is p l a y U n i t
P o w e r D i s t r i b u t i o nU n i t
C a m e r aT u r r e t H o u s i n g
G im b a l
R e c o r d e r A s s e m b l y
P a y l o a d S y s t e m E l e m e n t s A s s e m b l y
A ir b o r n e D a t a P r o c e s s o r
C a m e r a S e n s o r S y s t e m C o n t r o ll e r
D a t a P r o c e s s i n g U n i tG r o u n d C o n t r o l
S t a t i o n S u b s y s t e m
D a t a S t o r a g e U n i t
S y s t e m D is p la y U n i t
A i r b o r n e P a y l o a d S u b s y s t e m
S e n s o r C o n t r o l a n d C o m m S o f t w a r e
T u r r e t / G im b a lC o n t r o l le r S o f t w a r e
D a t a P r o c e s s i n g S o f t w a r e
S y s t e m D is p l a y U n i t
D a t a P r o c e s s in g U n i t
D a t a S t o r a g e U n i t
O & C S o f t w a r e
P a y l o a d I n t e g r a t i o ni n t o
A / V S e g m e n t
C o n t r a c t o r G r o u n d
a n d F l ig h t T e s t
D T / O TS u p p o r t
A ir V e h ic l eE le m e n t ( G F E )
G r o u n d C o n t r o l S t a t io n E l e m e n t s
( G F E )
C O B R A G r o u n d S t a t i o n S u b s y s t e m
A i r b o r n e P a y l o a d S u b s y s t e m
C a b l e / C 4 I
Tes t
On l
y - Di sk
P a y l o a d C o n t r o l le r
N a v S u i t e ( G P S /I N S )
D a t a li n k S u i t e
A /C P o w e r
WES
CAM
SE
A
ARE
TE
C 4 I I n f r a s t r u c t u r e
D a t a l i n k S u i t e
S y s t e m D is p l a y U n i t
P o w e r D i s t r i b u t i o nU n i t
C a m e r aT u r r e t H o u s i n g
G im b a l
R e c o r d e r A s s e m b l y
P a y l o a d S y s t e m E l e m e n t s A s s e m b l y
A ir b o r n e D a t a P r o c e s s o r
C a m e r a S e n s o r S y s t e m C o n t r o ll e r
D a t a P r o c e s s i n g U n i tG r o u n d C o n t r o l
S t a t i o n S u b s y s t e m
D a t a S t o r a g e U n i t
S y s t e m D is p la y U n i t
A i r b o r n e P a y l o a d S u b s y s t e m
S e n s o r C o n t r o l a n d C o m m S o f t w a r e
T u r r e t / G im b a lC o n t r o l le r S o f t w a r e
D a t a P r o c e s s i n g S o f t w a r e
S y s t e m D is p l a y U n i t
D a t a P r o c e s s in g U n i t
D a t a S t o r a g e U n i t
O & C S o f t w a r e
P a y l o a d I n t e g r a t i o ni n t o
A / V S e g m e n t
C o n t r a c t o r G r o u n d
a n d F l ig h t T e s t
D T / O TS u p p o r t
A ir V e h ic l eE le m e n t ( G F E )
G r o u n d C o n t r o l S t a t io n E l e m e n t s
( G F E )
C O B R A G r o u n d S t a t i o n S u b s y s t e m
A i r b o r n e P a y l o a d S u b s y s t e m
C a b l e / C 4 I
Tes t
Onl
y - Di s
k
P a y l o a d C o n t r o l le r
N a v S u i t e ( G P S /I N S )
D a t a li n k S u i t e
A /C P o w e r
WES
CAM
SE
A
ARE
TE
C 4 I I n f r a s t r u c t u r e
D a t a l i n k S u i t e
S y s t e m D is p l a y U n i t
P o w e r D i s t r i b u t i o nU n i t
C a m e r aT u r r e t H o u s i n g
G im b a l
R e c o r d e r A s s e m b l y
P a y l o a d S y s t e m E l e m e n t s A s s e m b l y
A ir b o r n e D a t a P r o c e s s o r
C a m e r a S e n s o r S y s t e m C o n t r o ll e r
D a t a P r o c e s s i n g U n i tG r o u n d C o n t r o l
S t a t i o n S u b s y s t e m
D a t a S t o r a g e U n i t
S y s t e m D is p la y U n i t
A i r b o r n e P a y l o a d S u b s y s t e m
S e n s o r C o n t r o l a n d C o m m S o f t w a r e
T u r r e t / G im b a lC o n t r o l le r S o f t w a r e
D a t a P r o c e s s i n g S o f t w a r e
S y s t e m D is p l a y U n i t
D a t a P r o c e s s in g U n i t
D a t a S t o r a g e U n i t
O & C S o f t w a r e
P a y l o a d I n t e g r a t i o ni n t o
A / V S e g m e n t
C o n t r a c t o r G r o u n d
a n d F l ig h t T e s t
D T / O TS u p p o r t
A ir V e h ic l eE le m e n t ( G F E )
G r o u n d C o n t r o l S t a t io n E l e m e n t s
( G F E )
C O B R A G r o u n d S t a t i o n S u b s y s t e m
A i r b o r n e P a y l o a d S u b s y s t e m
C a b l e / C 4 I
Tes t
Onl
y - Di s
k
P a y l o a d C o n t r o l le r
N a v S u i t e ( G P S /I N S )
D a t a li n k S u i t e
A /C P o w e r
WES
CAM
SE
A
ARE
TE
C 4 I I n f r a s t r u c t u r e
D a t a l i n k S u i t e
S y s t e m D is p l a y U n i t
P o w e r D i s t r i b u t i o nU n i t
C a m e r aT u r r e t H o u s i n g
G im b a l
R e c o r d e r A s s e m b l y
P a y l o a d S y s t e m E l e m e n t s A s s e m b l y
A ir b o r n e D a t a P r o c e s s o r
C a m e r a S e n s o r S y s t e m C o n t r o ll e r
D a t a P r o c e s s i n g U n i tG r o u n d C o n t r o l
S t a t i o n S u b s y s t e m
D a t a S t o r a g e U n i t
S y s t e m D is p la y U n i t
A i r b o r n e P a y l o a d S u b s y s t e m
S e n s o r C o n t r o l a n d C o m m S o f t w a r e
T u r r e t / G im b a lC o n t r o l le r S o f t w a r e
D a t a P r o c e s s i n g S o f t w a r e
S y s t e m D is p l a y U n i t
D a t a P r o c e s s in g U n i t
D a t a S t o r a g e U n i t
O & C S o f t w a r e
P a y l o a d I n t e g r a t i o ni n t o
A / V S e g m e n t
C o n t r a c t o r G r o u n d
a n d F l ig h t T e s t
D T / O TS u p p o r t
A ir V e h ic l eE le m e n t ( G F E )
G r o u n d C o n t r o l S t a t io n E l e m e n t s
( G F E )
C O B R A G r o u n d S t a t i o n S u b s y s t e m
A i r b o r n e P a y l o a d S u b s y s t e m
C a b l e / C 4 I
Tes t
On l
y - Di sk
P a y l o a d C o n t r o l le r
N a v S u i t e ( G P S /I N S )
D a t a li n k S u i t e
A /C P o w e r
WES
CAM
SE
A
ARE
TE
C 4 I I n f r a s t r u c t u r e
D a t a l i n k S u i t e
S y s t e m D is p l a y U n i t
P o w e r D i s t r i b u t i o nU n i t
C a m e r aT u r r e t H o u s i n g
G im b a l
R e c o r d e r A s s e m b l y
P a y l o a d S y s t e m E l e m e n t s A s s e m b l y
A ir b o r n e D a t a P r o c e s s o r
C a m e r a S e n s o r S y s t e m C o n t r o ll e r
D a t a P r o c e s s i n g U n i tG r o u n d C o n t r o l
S t a t i o n S u b s y s t e m
D a t a S t o r a g e U n i t
S y s t e m D is p la y U n i t
A i r b o r n e P a y l o a d S u b s y s t e m
S e n s o r C o n t r o l a n d C o m m S o f t w a r e
T u r r e t / G im b a lC o n t r o l le r S o f t w a r e
D a t a P r o c e s s i n g S o f t w a r e
S y s t e m D is p l a y U n i t
D a t a P r o c e s s in g U n i t
D a t a S t o r a g e U n i t
O & C S o f t w a r e
P a y l o a d I n t e g r a t i o ni n t o
A / V S e g m e n t
C o n t r a c t o r G r o u n d
a n d F l ig h t T e s t
D T / O TS u p p o r t
A ir V e h ic l eE le m e n t ( G F E )
G r o u n d C o n t r o l S t a t io n E l e m e n t s
( G F E )
C O B R A G r o u n d S t a t i o n S u b s y s t e m
A i r b o r n e P a y l o a d S u b s y s t e m
C a b l e / C 4 I
Tes t
Onl
y - Di s
k
P a y l o a d C o n t r o l le r
N a v S u i t e ( G P S /I N S )
D a t a li n k S u i t e
A /C P o w e r
WES
CAM
SE
A
ARE
TE
C 4 I I n f r a s t r u c t u r e
D a t a l i n k S u i t e
S y s t e m D is p l a y U n i t
P o w e r D i s t r i b u t i o nU n i t
C a m e r aT u r r e t H o u s i n g
G im b a l
R e c o r d e r A s s e m b l y
P a y l o a d S y s t e m E l e m e n t s A s s e m b l y
A ir b o r n e D a t a P r o c e s s o r
C a m e r a S e n s o r S y s t e m C o n t r o ll e r
D a t a P r o c e s s i n g U n i tG r o u n d C o n t r o l
S t a t i o n S u b s y s t e m
D a t a S t o r a g e U n i t
S y s t e m D is p la y U n i t
A i r b o r n e P a y l o a d S u b s y s t e m
S e n s o r C o n t r o l a n d C o m m S o f t w a r e
T u r r e t / G im b a lC o n t r o l le r S o f t w a r e
D a t a P r o c e s s i n g S o f t w a r e
S y s t e m D is p l a y U n i t
D a t a P r o c e s s in g U n i t
D a t a S t o r a g e U n i t
O & C S o f t w a r e
P a y l o a d I n t e g r a t i o ni n t o
A / V S e g m e n t
C o n t r a c t o r G r o u n d
a n d F l ig h t T e s t
D T / O TS u p p o r t
A ir V e h ic l eE le m e n t ( G F E )
G r o u n d C o n t r o l S t a t io n E l e m e n t s
( G F E )
C O B R A G r o u n d S t a t i o n S u b s y s t e m
A i r b o r n e P a y l o a d S u b s y s t e m
C a b l e / C 4 I
Tes t
Onl
y - Di s
k
P a y l o a d C o n t r o l le r
N a v S u i t e ( G P S /I N S )
D a t a li n k S u i t e
A /C P o w e r
WES
CAM
SE
A
ARE
TE
C 4 I I n f r a s t r u c t u r e
D a t a l i n k S u i t e
S y s t e m D is p l a y U n i t
P o w e r D i s t r i b u t i o nU n i t
C a m e r aT u r r e t H o u s i n g
G im b a l
R e c o r d e r A s s e m b l y
P a y l o a d S y s t e m E l e m e n t s A s s e m b l y
A ir b o r n e D a t a P r o c e s s o r
C a m e r a S e n s o r S y s t e m C o n t r o ll e r
D a t a P r o c e s s i n g U n i tG r o u n d C o n t r o l
S t a t i o n S u b s y s t e m
D a t a S t o r a g e U n i t
S y s t e m D is p la y U n i t
A i r b o r n e P a y l o a d S u b s y s t e m
S e n s o r C o n t r o l a n d C o m m S o f t w a r e
T u r r e t / G im b a lC o n t r o l le r S o f t w a r e
D a t a P r o c e s s i n g S o f t w a r e
S y s t e m D is p l a y U n i t
D a t a P r o c e s s in g U n i t
D a t a S t o r a g e U n i t
O & C S o f t w a r e
P a y l o a d I n t e g r a t i o ni n t o
A / V S e g m e n t
C o n t r a c t o r G r o u n d
a n d F l ig h t T e s t
D T / O TS u p p o r t
A ir V e h ic l eE le m e n t ( G F E )
G r o u n d C o n t r o l S t a t io n E l e m e n t s
( G F E )
C O B R A G r o u n d S t a t i o n S u b s y s t e m
A i r b o r n e P a y l o a d S u b s y s t e m
C a b l e / C 4 I
Tes t
On l
y - Di sk
P a y l o a d C o n t r o l le r
N a v S u i t e ( G P S /I N S )
D a t a li n k S u i t e
A /C P o w e r
WES
CAM
SE
A
ARE
TE
C 4 I I n f r a s t r u c t u r e
D a t a l i n k S u i t e
S y s t e m D is p l a y U n i t
Vertical Integration &
Traceability
Horizontal Integration
Tiered Scheduling - Challenges
Each schedule update routine requires different steps to be taken with a variety of software applications – there is no consistency
Determining which activities to summarize into each tier can be difficult – especially if the data comes from different sources
Manual import routines are laborious, time consuming and can compromise data integrity
Integrated Scheduling – IMP/IMS
An Integrated Master Plan (IMP) is used to define major deliverables
Each IMP event is represented by one or more activities in an Integrated Master Schedule (IMS)
Sub-contractors are required to report impacts to the IMP events from their own sub-contractor schedules
Changes to dates for the IMP events may be sent back to sub-contractors to adjust their own schedules and assess impacts
IMP/IMS - Challenges
Consistent coding activities across multiple schedules
Timing of updates
Critical path analysis
Incremental or selective updates can be challenging
Change Control
Primavera MSP Import Issues
Primavera imports from MSP, but not without challenges
These challenges can create a lot of manual work to ensure the correct schedule dates in Primavera
Schedule Date DifferencesHandling of ConstraintsData Date vs. Status Date ConceptsCalendarsDuration and Float CalculationsBaselinesMilestonesSummary Activities vs. WBSNo import for MSP 2007
Other Primavera Integration Challenges
Even if we can import from MSP, how do we handle schedules from other systems (Artemis, OpenPlan, Dekker Tracker, etc.)?
Change ControlHow do you selectively import data?Review the impacts of a schedule update before applying?Ensure consistency in WBS and activity coding?
Validation – How can you be sure that the destination data matches the source after import?
There is currently no commercial software that updates(vs replaces) a Primavera schedule from an external source
So What Is The Solution?
There are several approaches to better integrationMassage the dataLimit what data is importedUse the Excel import/export feature for incremental updatesUse the Primavera Integration API
The Primavera Integration API can be used to read/write XML data – but this requires some development effort
The CSTI-Pinnacle Solution
Immediate Solution: Use existing tools and processes to solve the problem
Use the current CSTI import/export mapping toolsAllows diverse inputs from various sources (MSP, CSV, XML) to be mapped to a common data model (MSP)Can export to format compatible with Primavera (CSV, XML)Provide some validations/comparisons during import/export
CSTI / Pinnacle develops import modules using the Primavera API in order to selectively update the Primavera schedule. This was initially developed for the ISS program. Can be applied to other programs as well.
Near Term Solution: CSTI / Pinnacle developing a full XML-based solution (code name “Tango”)
CSTI (TANGO)
Tango Preliminary Process Flow to Primavera
Source SetMS
Project
Other EVMS Tools
Other Scheduling
Tools
Other Sources
(CSV, XLS, XML)
Financial Tools
EVMS forProject
CSTI / PINNACLE (TANGO PPM)Step 1 - Tango produces PRELIMINARY Primavera compliant XML Input File from Source Set Data applying Primavera Business Rules Primavera
Project Management
Data Base
Step 2 - Tango PPM uses API to produce Primavera compliant XML File from destination project for comparison to the PRELIMINARY Input file created from Tango in Step 1Step 3 – Tango produces
comparison report for user to accept or reject changes.
Step 5 - Tango PPM reads the FINAL Primavera compliant XML File delivered from Tango and imports the source set data into the destination project through the API
Step 4 – Tango produces FINAL Primavera compliant XML File from accepted changes
Integration Issues Open Discussion
Do you have a Primavera integration challenge we could help solve right now?