an introduction to pm compass - amazon s3€¦ · an introduction to pm compass larry potts,...
TRANSCRIPT
An Introduction to PM
Compass
Larry Potts, Principal Solution Architect
Jack Newton, Sr. Product Manager
PM Compass helps you stay focused on project success with a single
command center for all project information.
Deltek PM CompassCentralized project control center.
• Centralized Command Center. All information across all projects in a single place.
• Defined business cadence. Standardized timing and processes across all projects and portfolios.
• Single version of the truth. Everyone working from the same page.
• Personalized reports. Exact information you need, when you need it.
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PM COMPASS
People, Processes, & Tools
Business
Process
Management
Program Visibility & Control
Systems
Acumen
Risk
CobraOpen Plan/
P6/MSP
CostpointwInsight Analytics/
Acumen Fuse
Time & Expense
RiskCostScheduleERPAnalytics Time
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Designed for YouA solution built for the people that manage your Project AND Portfolio Management disciplines
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Tools that
“contributors”
need to efficiently
get work done
and insight
“subscribers”
need to
proactively track
and manage
progress.TO
OLS
CO
NT
RIB
UT
OR
S
Analysts Schedulers Subs
CFO
Risk Mgr Engineers
SU
BS
CR
IBE
RS
Board Customer
PM
VP of Programs
RiskCostScheduleERPMRP TimeDiagnostics
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Monthly Business Cycle
11/3/2016
CA
MS
YS
TE
MS
chedule
rA
na
lysis
PM
Stage 1 Stage 2
BC
R P
roce
ss
WA
D U
pd
ate
d
Update
Pro
gre
ss
ET
C
Up
date
EoV
Input
An
aly
sis
Stage 3 Stage 4
An
aly
sis
Stage 5 Stage 6
WAD(Auto
Generated)
Sample PM Scenario
Proposal/Initiating/Planning Phases
• Building the project
• Loading proposal budget iterations
Executing/Controlling Phases
• Statusing the project schedule
• Loading actual costs
• Updating forecasts
• Processing BCRs
Informational
• Dashboards
• Datamining
• Alerts
• Reports
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Benefits of Deltek IPM
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Reliable, repeatable processes
Transparency throughout the project
Accurate and timely vital information shared with entire team
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Extend the power of your cost and schedule tools to gain
maximum benefit
Inefficient Manual Processes
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Disadvantages: Time drain; coordination required; email
process and/or document management system required; prone
to data entry errors
Optimized & Standardized Processes
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Advantages: Automates workflows to correct people at the
correct time; extends timely information in source systems to
everyone; eliminates rekeying errors.
CAM Notebook
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Pending Progress Report
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Progressing Activities (Schedule)
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Progressing Activities (Schedule)
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Progressing Work Packages (Cost)
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Progressing Work Packages (Cost)
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Approving Progress (Schedule)
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Schedule Traceability Report
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Scheduler Analysis
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Sample PM Scenario
Proposal/Planning Phases
• Building the project
• Loading proposal budget iterations
Execution/Controlling Phases
• Statusing the project schedule
• Loading actual costs
• Updating forecasts
• Processing BCRs
Informational
• Dashboards
• Datamining
• Alerts
• Reports
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Traditionally…
Processing a BCR
– Contracts receives new contractual requirement
– CAM/Manager creates BCR, supported by Master Scheduler/PCA
– BCR is priced, fine-tuned and readied for approval
– BCR is submitted to PM for approval
– BCR is provided back to Contracts for archiving
– BCR is uploaded into the project schedule and cost databases
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CAM Start View
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Budget Change Request (Schedule & Cost)
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Budget Change Request (Schedule & Cost)
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Budget Change Request (Schedule & Cost)
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Budget Change Request
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Budget Change Request
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Budget Change
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Sample Project Management Scenario
Proposal/Planning Phases
• Building the project
• Loading proposal budget iterations
Execution/Controlling Phases
• Updating the project schedule
• Loading actual costs
• Updating forecasts
• Processing a Change Request
Informational
• Dashboards
• Datamining
• Alerts
• Reports
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“Start View” Dashboard
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Datamining
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Datamining
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Sample Project Management Scenario
Proposal/Planning Phases
• Building the project
• Loading proposal budget iterations
Execution/Controlling Phases
• Updating the project schedule
• Loading actual costs
• Updating forecasts
• Processing a Change Request
Informational
• Dashboards
• Datamining
• Alerts
• Reports
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Workflow List (Active)
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Workflow List (Bottlenecks)
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Workflow List (Bottlenecks)
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Budget vs. Actuals
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Manager Analysis (Portfolio)
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Manager Analysis (Sector)
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Manager Analysis (Department Manager)
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Manager Analysis (CAMs)
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PM Compass
– Brokered access into the source systems
– Smaller user-base on source systems
– Automated alerts/notifications
– Role-based dashboards
– Automated workflows
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