Online Program Management Information System. PMI WDC Meeting November 17, 2009

Transcription

1 Online Program Management Information System PMI WDC Meeting November 17, 2009

2 A PMIS Should Answer the Following How can Programs evolve and execute on projects throughout their lifecycles? How can Programs collect project management information from disparate systems? How can Programs objectively monitor and control projects using program and project management informational sources? How can Programs achieve a single source of truth? How do Programs review historical trends on scope, schedule, resources, cost, risk, and funding? How can Programs provide role-based dashboards to service informational needs of different roles? 2

3 High-Level Program Management Structure Roles Organizational Reporting Senior Leadership Program Offices STRATEGIES (Project Portfolio Management) Project Directors Project Controls PERFORMANCE IS TAKEN Project Analysts Contractors & Subs. OPERATIONS (Project Management) 3

4 Organization is the Key to Program Management Information Level 0 Org. Level 1 Level 2 Program Office 1 Project 1 Project 2 Program Office 2 Project 3 4

5 Organized Approach to Structure Provides: Reduced Time for Information Gathering Ability to Relate Organizational Goals and Data With Project-Level Data Personnel at All Levels Are Able to View the Same Data From the Single Source for Analysis Organization-Wide Reporting Capabilities 5

6 Program Management Process - Simplified Step 1: Program is Set Up in the System at Organizational Level Organizational Stage Gates Are Defined High-Level Budget and Schedule Are Roughed In Step 2: Project Baselines Are Established Cost and Schedule Data Are Entered Analysis Can Now Begin Step 3: Monthly Reporting Cycle Projects Upload EV and Schedule Data Monthly Management Personnel Analyze and Assess Baseline Changes Can Be Entered Step 4: Project Closes Project Milestone is Reached Program Financial Closeout May Linger for Years 6

7 Disparate Project Management and EV Data Systems Scheduling Systems Primavera MS Project Dekker PMIS EVM Systems Deltek Cobra PRISM Dekker PMIS 7

8 Standardized Data Gathering Techniques UN/CEFACT XML Standard for Project Management Tools Vendors Are Working With DCMA to Achieve This Contact DCMA for Details MS Access Data Template EV Period Data EV Time-phased Data Schedule Data MR Data VAR Data ANSI X-12 EDI 8

9 System Configuration Project Field Personnel XML Program Analysts Dekker PMIS Application Server Data Internet Users iportfolio Web Server Database Server Secure Network Firewall DMZ 9

10 Long-Distance Collaboration Via Internet Any COTS Database System (Oracle, MS SQL Server, etc.) 10

11 What is the Dekker PMIS? Web-Based Program and Project Collaboration Tool Executive Assessment and Analysis Center Centralized Location for Field/Contractor Project Data 11

12 OVERSIGHT & ASSESSMENT (O&A) MODULE Programs and Projects Project Information Reporting Capabilities Accountability and Assessment 12

13 O&A Module Menu The Various Windows Within the Oversight & Assessment Module Give Users Access to Top-level Project Information Other Modules: Project Performance, Reports, and Administration 13

14 O&A Projects Screen Levels 1, 2, and 3 drop-down menus Oversight & Assessment (O&A) Module Project selection window 14

15 Creating a Project Input basic project information and assign contacts 15

16 Accountability and Assessment Different management tiers can all offer assessments (configurable) Narrative and RYG assessment fields Narratives are stored as project attachments 16

17 Reporting Capabilities Pre-Configured Reports Grouped by Category (Enterprise, Schedule, Resource, etc.) User-Customizable Reports Integrates with Microsoft Excel to Display Reports Toolbar button provides access to reports relevant to each O&A screen 17

18 CONTRACTOR PROJECT PERFORMANCE (CPP) MODULE Upload Project Data Project Tracking 18

19 CPP Module Menu Centralized Location that Both Captures and Reports Project Performance Automatically Populates Dashboards with Uploaded Project Information 19

20 Project Upload Accommodates Project Data Produced in Industry- Standard Formats by Widely Used Project Management and Scheduling Software Data Type is Configurable, so Different Types of Project Data (EV, Schedule, etc.) can be Reported in Different Formats, if Necessary Can be Configured to Accept Many Types of Data File Formats or Only One or Two Specific File Types (ex..xls,.x12, etc) Provides a Record of Upload and Management Review History 20

21 Project Upload Screen Project data upload fields Submission and review information 21

22 CPP Dashboards Dynamic Drilldown Reports (DDR) Populate when Project Data is Uploaded RYG Color-Coding Provides Project Health at a Glance CPR, Schedule, and Time-phased Dashboards can Display at OBS, WBS, and Activity Levels Access to Pre-Configured DDR Reports Directly from each Dashboard 22

23 CPR Dashboard Select status date, report level, and type of analysis from toolbar Click on WBS number to drill down 23

24 ADMINISTRATION MODULE AND PROJECT SECURITY Configuring Programs and Projects User Access and Privileges Contacts 24

25 Administration Module Menu Powerful Configuration Utility Provides Flexibility for all Types of Organizations and Business Plans Can Configure iportfolio for Maximum Ease-of- Use for all Interested Parties 25

26 Administration Functions Create a Program Framework (From Level 0 and Down) in Which Capital Programs and Projects will Exist Establish and Configure Project Types and Project Categories That will Apply to Everything Governed by Level 0 Program Set-Up User Accounts and User Groups Assign Access and Editing Permissions for Groups and Individual Users 26

27 Create Programs 27

28 The toolbar allows Administrators to add user and group accounts Users and Groups Access rights for the selected user/group are assigned here Security for individual projects can be set in the Project Security tab 28

29 Create and Manage Contacts Contacts are searchable Affiliate contacts with user group accounts Enter basic contact information and any necessary certifications 29

30 30