Advanced Project Management with Unanet

Transcription

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2 Advanced Project Management with Unanet Introduction & APM Customer Panel Discussion Introduction

3 APM Training Team Unanet University Kristiane Smith Sheila Morton Enterprise Engineering Kent Taylor Jim Schofield Michael Ribnik 3

4 APM Track Agenda Thursday Breakout 1 Introduction to APM Panel Discussion: Conquering the Adoption Challenge Thursday Breakout 2 APM Training: Initiating Planning/Forecasting Executing Friday Breakout 1 APM Training: Monitor & Control Friday Breakout 2 APM Training: Close Special Topics: APM Dashboard QC IMU Bid & Proposal Panel Discussion: Paving the Way Forward 4

5 Advanced Project Management Mission Statement Success revolves around Plan prior to Executing Deploy useful tools along the way Review progress along the way Lock down control as you near the end Only adjust the future 5

6 Unanet s Shared Commitment This is your opportunity to learn how Unanet can support effective project management methodologies 6

7 Course Objectives Advanced path for Project Management in Unanet Plan Close Identify best practices for doing Project Management in Unanet Monitor metrics periodically that inspire fact-based decisions Understand options to adjust the future and support a critical path Take away techniques that you can deploy real-time 7

8 Project Manager s Challenge Team Leader and Mentor Technical Innovator Customer Advocate Part-Time Contracts Specialist Corporate Manager Business Development Lead / Resource 8

9 Day in the Life of a PM Things a PM is concerned with: Can I deliver quality.on time and in budget? What is my utilization? Am I making money? Am I using all my money? 9

10 Portfolio Features: Periodic & Chart Reports 4 10

11 Portfolio Features: Periodic & Chart Reports

12 What is my utilization? People Resource Allocation Report against Assignments and Actuals 12

13 Am I making money? Check Profitability as a Roll Up 13

14 Am I using all my money? Revenue Check use Project Revenue & Funding Summary Report 14

15 APM Cross-Walk PMBOK-to-Unanet Initiating Closing Planning Controlling Actuals Adjustments Executing 15

16 Control On-target Under-run Over-run Effort nears end of project, funds or compliance Plan Execute Project Management Lifecyle in Unanet Bid 2 Plan time & expense Promote Plans as assignments/budgets 3 Billable Work being performed 1 Review actuals, if needed Initiate BRE and QC IMU support Quality Execution Support Business Process & Compliance 4 Support Scope Management $ Support Revenue by Time and Budget Periodic Reviews of Actuals and Future Assignments/Budgets Adjust Future, as needed PM locks in final assignments/budgets Project completes on-time and on-budget 5 Close Legend: Unique for Time & Material Unique for Fixed Price Plans Past Actuals Future Assignments & Budgets BRE Business Rule Enforcement Stored Procedures (Optional Customization) QC IMU Quality Control Integrated Management Utility (Optional Tool)

17 APM Overall Goal: Elevate PM Process Maturity Level 0 Level 1 Level 2 Level 3 Level 4 Level 5 Corporation I Corporation II Corporation III 17

18 Your Commitment Financial Social Social Commitment from Sr Leadership Support periodic PM Reviews Configuration Financial Get PMO, PMs Trained Consider QC IMU Business Rules Enforcements Success Package Configuration Consider settings to support PM Optimization Consider minor UI customizations to support Adoption 18

19 APM Champions 19

20 Conquering the Adoption Challenge APM Panel Discussion Thursday, Breakout 1: right now!!! -Our challenge -Our strategy -Our outcome Friday, Breakout 2 from 10:15 11:45 -Our way forward -Your questions 20

21 Panelist: VetsEZ Stephen Broulliard Profile: Provides information technology services to commercial and government markets Joined Unanet: 2016 License: Portfolio Financials Plus PM Engagement:

22 Panelist: Opinion Dynamics Ellen Steiner Profile: Commercial-based consulting firm specializing in energy evaluation, social and behavioral research, energy advising and market research. Joined Unanet: 2016 License: Portfolio Financials Plus PM Engagement:

23 Panelist: ANSER Richard Clark Profile: Not-for-profit corporation dedicated to studies and analyses to the national security, homeland security, and public policy communities Joined Unanet: 2015 License: Portfolio Plus w/interface to CostPoint PM Engagement:

24 Speaker Appreciation Gifts Unanet would like to thank our speakers by making a donation in your honor. Mission: Guide military families of all ranks, including those of the deployed, wounded, and fallen, through stressful times by providing children's and family programs, financial help, advice, and advocacy. Mission: The TS Alliance is dedicated to finding a cure for tuberous sclerosis complex, while improving the lives of those affected. 24

25 Panel Discussion wraps up around 2:45pm ish

26 Welcome to APM Training 26

27 1 st let s get on the same page 27

28 MYCO Company MyCo Consulting Services Digital Services Global Services Subcontractor Chris Director Administrator (Company Site) Darla Director Administrator (Company Site) Grace Director Administrator (Company Site) Process Engineering Technical Services Cyber Systems Engineering Carmine User Project Mgr (Client Site) Cole Hourly Trainer (Client Site) David User Project Mgr (Company Site) Gerald Ford Programmer (Client Site) Gus Lead Project Mgr (Company Site) Sally SubApprover Subcontractor Caroline User Programmer (Client Site) Chad User Designer (Client Site) Charlie User Business Analyst (Client Site) Clark User Systems Engr (Client Site) Dustin User Trainer (Client Site) George Bush Business Analyst (Client Site) Grover Cleveland Designer (Client Site) Gwen Planner Business Analyst (Company Site) Gina User) System Engr (Client Site) Sam Subcontractor Subcontractor Eleanor User QA Auditor (Client Site) George Washington QA Auditor (Client Site) Gavin User Programmer (Client Site) Greg User Designer (Client Site) Glen User Trainer (Client Site) 28

29 Definitions: Revenue Cost Plus Fixed Price Time & Material Direct + Indirects + Fixed Fee (if any) Determined by contract (FP Billing Schedule) Labor: Hour * Rate Expense: Cost * Rate (Rate is fixed ) 29

30 Definitions: Profit Cost Plus Fixed by Contract Fee / (1 + Fee) Fixed Price Revenue minus Costs Time & Material Revenue minus Costs 30

31 Definitions: Contract Compliance Skill & Hours Subcontractors Location or Sector Others Fixed Price-Level of Effort Contracts % to subcontractors by business type % by work share Geography or Departments Industry or Business Sectors Can Unanet support tracking of a compliance requirement? 31

32 Portfolio License Project Time Project Expense Project Tracking Project Portfolio Project Portfolio Plus Project Tracking Financials Project Portfolio Financials 32

33 Portfolio Features: Planning & Forecasting Updated Project Dashboard New Forecast Dashboard 33

34 Portfolio Features: Periodic Performance & Forecast Management Periodic performance and forecasting Planning Assigning Reporting Concept of multiple plans Setup screens with double clicks One button push to plans into people assignments and expense budgets 34

35 Portfolio Features: Periodic & Chart Reports 35

36 Portfolio Features: Periodic & Chart Reports 36

37 Advanced Project Management Recommended Encoding Model APM Model B03-V02-Y01-A01-B01-L (or T, M, S, F, ) P03-V02-Y01-A01-B01-L (or T, M, S, F, ) C03-V02-Y01-A01-B01-L (or T, M, S, F, ) Segment Legend Bxx/Pxx/Cxx Customer xx B for Business Dev, P for Proposals and C for Contracts Vxx Contract Name (vehicle, family, common name) Yxx Contract Year Axx Award xx Bxx SubAward L, T, M, S, F Budget Item such as Labor, Travel, Materials, Subcontracting, Award Fee, 37

38 Decision Point: Projects vs Tasks Project Tasks 38

39 Project vs Task Choices Labor Subcontractor Separate projects for one effort Travel Award Fee Single Project & Tasks Project Management Phase 1 Phase 2 Phase 3 39

40 Project vs Task Projects support Segregating Financial Budgets Expedited Invoicing Task Management Tasks support Internal Budgeting & Tracking Work Breakdown Structures Phases of an effort Basis-of-Estimates Critical Path Management 40

41 Optional Tools of the APM Instance (Optional) Integration Management Utility (IMU) enabled feature Escalated People Cost rate predictions for future years (Optional) APM Dashboard RWQ-based dashboard designed around Unanet s Advanced Project Management Process and providing the PM with actionable information related to project and process performance Path: Person List List {Select Person Profile} Rates Tab (unanetadmin) 41

42 Optional Customization Right Side Dashboard APM Resource Dashboards significantly increase PM efficiencies and provide access to key PM reports on Revenue, Profitability and LCAT Allocation Path: Home 42

43 Optional Configuration Left Side Dashboards & Charts Path: Home 43

44 APM Portfolio 44

45 Questions & Breaktime