deltek insight 2012: reduce your progress status cycle time and improve data quality at the same...

Reduce Your Progress Status Cycle Time and Improve Data Quality at the Same Time Using PM CompassRuthanne Schulte, PMP, DeltekJack Newton, DeltekGC-445

2 ©2012 Deltek, Inc. All Rights Reserved

Demonstrate how simple it is to enter progress, the validations, and questions answered by PM Compass

Demonstrate approve progress and see schedule update

Schedule progress and Cost progress

Schedule progress cycle

Assignment mapping grid — who enters and who approves

Schedule the automatic creation of progress items

Pending Progress report

Agenda


Lots of Manual Steps

Rekeying of information

Lost time chasing down updates

Typical Status Update Process


PM Compass Enhances the Process


Only what needs to be progressed by me is displayed

All activity information is accessible

Entering Progress


Highlights entries of concern

Easy to see which rows have been edited

Entering Progress


Enter the remaining quantity

Entering Progress


Click on the ‘delta’ column to see what changed

See What Changed


Click Select All and then Submit

Entering Progress


Approver can see all the submitted status updates. Visual cues highlight potential trouble areas.

Quickly check what has changed and approve or reject as needed.

Approval


Question: I only see two activities that were progressed. Is Jack finished entering progress, or did he not finish?

Using this report, I can see that Jack, Will and Sam still have activities that have not been submitted.

Is That All of the Progress?


Click on the ‘delta’ column to see what changed

See what changed


Select all and Approve

Approve the Progress


The Schedule is Updated


Progress History Report shows how progress changed over time

Progress History


Schedule Progress for when a schedule is attached

Cost Progress for smaller, LoE projects

Two Types of Progress


Enter Cost Progress

©2012 Deltek, Inc. All Rights Reserved20

Appendix:Configuration Options


Who Enters Progress?


Starting at the smallest data element (activity) and working to the top, the first populated user is ‘nagged’ by workflow

Any user in a parent field has access to enter progress.

Benefit: The person responsible for the activity enters the progress, and anyone defined at a higher level, such as the CAM, can also enter progress.

Climbing the Assignment Mapping


Schedule the creation of progress items

How Items are Created


Progress Items are created when the activity is: in progress Forecasted to start in the current period Forecasted to start in the next period

This reduces the number of items to choose from.

You can Search for an activity to be progressed

What Items are Created?


Only activities for which you have rights to progress

Options: My Pending Progress Current Period Only

Search


Tip – Pending Progress Report

04/18/202327 ©2012 Deltek, Inc. All Rights Reserved

This alert sends notification

The alert is a combined email so each user gets one email notifying of all progress items

Adding a dashboard alert would give an alert for each activity

Notification


S

The Approval

Clicking Submit advances the workflow to the next step


The combine email flag sends one email to the approver notifying they have progress

The Approval Notification


The rejection notification occurs immediately

Rejection Notification


Do NOT delete progress items or you will lose the history in the progress history report

If you are testing the process and you want to start over, a KB article #58278 describes the process

Deleting Progress

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