an introduction to pm compass - amazon s3€¦ · an introduction to pm compass larry potts,...

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

3

Designed for YouA solution built for the people that manage your Project AND Portfolio Management disciplines

4

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

5

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

7

Reliable, repeatable processes

Transparency throughout the project

Accurate and timely vital information shared with entire team

® Deltek, Inc. - All Rights Reserved

Extend the power of your cost and schedule tools to gain

maximum benefit

Inefficient Manual Processes

9® Deltek, Inc. - All Rights Reserved

Disadvantages: Time drain; coordination required; email

process and/or document management system required; prone

to data entry errors

Optimized & Standardized Processes


Advantages: Automates workflows to correct people at the

correct time; extends timely information in source systems to

everyone; eliminates rekeying errors.

CAM Notebook


Pending Progress Report


Progressing Activities (Schedule)


Progressing Work Packages (Cost)


Approving Progress (Schedule)


Schedule Traceability Report


Scheduler Analysis


Sample PM Scenario

Proposal/Planning Phases



Execution/Controlling Phases

• Statusing the project schedule



• Processing BCRs

Informational

• Dashboards

• Datamining

• Alerts

• Reports

20

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


Budget Change Request (Schedule & Cost)

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Budget Change Request


Budget Change


Sample Project Management Scenario





• Updating the project schedule



• Processing a Change Request

Informational

• Dashboards

• Datamining

• Alerts

• Reports

29

“Start View” Dashboard


Datamining

31

Datamining

32

Sample Project Management Scenario





• Updating the project schedule



• Processing a Change Request

Informational

• Dashboards

• Datamining

• Alerts

• Reports

33

Workflow List (Active)


Workflow List (Bottlenecks)


Budget vs. Actuals


Manager Analysis (Portfolio)


Manager Analysis (Sector)


Manager Analysis (Department Manager)


Manager Analysis (CAMs)


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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