MPM to Cobra Workshop. Deltek Cobra Analyst: Joanna McMurray Deltek MPM Analyst: Barbara Gilson

Transcription

1 MPM to Cobra Workshop Deltek Cobra Analyst: Joanna McMurray Deltek MPM Analyst: Barbara Gilson

2 Agenda Global Data Project Data Migration Process MPM to Cobra Migration Tool

3 Global Data MPM data Cobra data Comparison

4 MPM Globals Global Set contains: Calendar Fiscal specify start of month Holiday EQPM Hours per month used for EQP calculations Element of Cost And Class of Costs Resources and Burdens Hours per Day/ Days per Week Rates Multiple Rate Tables Burden Templates (pricing) Spread Curves Project is linked to Global Set

5 Cobra Globals Global parts are separated into different files Calendars Fiscal specify end of month Holiday dates Hours per month Rates Resources & Burdens (Rate Sets) and Rates Resources Resources and Calculations Spread Curves Located in Application Preferences Project is linked to desired Calendar file, Rate file and Resource file

6 Global Data Comparison MPM Calendars Fiscal and Holiday EQPM Hours Elements of Cost Class of Cost Spread Curves Cobra Calendars Fiscal and Holiday dates Hours per month Resources Can be a code field Spread Curves Similar to MPM, can create additional curves

7 Global Data Comparison cont. MPM Resources and Burdens Rates Cobra Rate file Include Resource and Burdens Rate file Burden Templates Project linked to Global Set Resource file Calculation of each Resource Project linked to Calendar file, Resource file, Rate file

8 Project Data MPM data Cobra data Comparison

9 MPM Project Data Project Header Information OBS Performing and Responsible CLIN WBS Thresholds Task Descriptions Integrated Planning Baseline & ETC, Milestones, BCWP Basis of Estimates- Resource and Summary Actuals By Resource or EOC Program Log

10 Cobra Project Data Project Properties Codes OBS, CLIN, WBS Project file Resource Assignments Class: Baseline, ETC, Actuals, BCWP Project file Milestone/Steps

11 Project Data Comparison MPM Project Header Information OBS Performing and Responsible CLIN WBS Thresholds Task Descriptions Cobra Project Properties Contract Information tab Codes Performing and Responsible Code Code Thresholds tab of each WBS Code Notes tab- can create a category

12 Project Data Comparison cont. MPM Integrated Planning Baseline & ETC, BCWP Milestones Basis of Estimates Resource and Summary Cobra Project file Resource Assignments Specify Class: Baseline, ETC, BCWP Milestone/Steps tab Notes tab- can create a category Resource only

13 Project Data Comparison cont. MPM Actuals Resource EOC Program Log Cobra Project file Resource Assignments Specify Class: Actuals Resource and/or EOC Project file Properties Budget tab Project Audit

14 Migration Process MPM Data Warehouse data into Cobra SQL Database

15 Prep Work Upgrade to MPM 3.5 Install SQL Server SQL Server (32-bit or 64-bit) [Standard or Enterprise]: 2008 SP2, 2008 R2, or 2012 SP1 Install Data Warehouse 3.5 Installation Instructions in MPM 3.5 Installation Guide Install additional DW Views used for migration Synchronize projects desired to be moved to Cobra into Data Warehouse Synchronize active MPM projects or start projects fresh in Cobra? Install Cobra 8.1 Due out Q When do you want to migrate data? Do Manual Process now? Wait for Migration Tool?

16 Manual Process Run SQL scripts to create.csv files to be imported into Cobra Run script for each kind of data Calendars Fiscal and Holiday OBS Performing and Responsible CLIN WBS Rates Resources

17 Manual Process cont. Create files in Cobra Calendar OBS Code file(s) Performing and Responsible CLIN Code file WBS Code file CAM Code file Rate Resource Project

18 Import data into Cobra Use Integration tab to Import Data Select Ancillary Data on Integration tab Calendar Holidays Codes OBS: Performing and Responsible CLIN WBS CAM Rates Resources

19 MPM to Cobra Migration Tool

20 Overview MPM to Cobra Migration Tool in development Due out Q Tool will do direct integration from the MPM Data Warehouse 3.5 to Cobra 8 Take data out of the DW SQL Tables and bring into the Cobra SQL Tables Allows user to map fields Allows user to move a single project or multiple projects Allows user to decide what data to bring over Projects, Globals, ancillary data, etc.

21 Welcome Screen

22 Specify Source MPM DW Info:

23 Specify Target Cobra Info:

24 MPM Project Selection Specify project(s) Type of Data

25 Q&A