Reporting Earned Value Metrics using Microsoft Office Project Server 2003 Kermit Llaurador MSc, PMP, MCP EPM Sr. Consultant MCS Consulting Services

Agenda Introduction Objectives & common ground What is EVM? Extending the OLAP cube Reporting from OLAP Summary Q&A

Objectives & common ground High level overview of EVM NOT a discussion of EV pros/cons Gain understanding of what needs to be done to the OLAP cube Pre-requisites Extension of cube Create Portfolio Analyzer views using EV metrics

Progress Introduction Objectives & common ground What is EVM? Extending the OLAP cube Reporting from OLAP Summary Q&A

What is EVM? Planned Value (BCWS) Earned Value (BCWP) The basics Planned Value (BCWS) How much work should be completed by now? Earned Value (BCWP) How much work has been completed by now? Actual Cost (ACWP) How much did the completed work cost up to date?

What is EVM? CPI (Cost Performance Index) The extensions CPI (Cost Performance Index) How am I spending against my budget? Formula: EV/AC or BCWP/ACWP SPI (Schedule Performance Index) How well am I meeting the plan? Formula: EV/PV or BCWP/BCWS = 1 means PROJECT is good to go! > 1 means LIFE is beautiful!

What is EVM? SV (Schedule Variance) CV (Cost Variance) The extensions SV (Schedule Variance) Formula: EV – PV or BCWP - BCWS CV (Cost Variance) Formula: EV – AC or BCWP - ACWP EAC (Estimate at Completion) Formula: BAC / CPI or Original Budget / (BCWP/ACWP)

Progress Introduction Objectives & common ground What is EVM? Extending the OLAP cube Reporting from OLAP Summary Q&A

Extending the OLAP cube Pre-requisites Infrastructure SQL Server 2000 Analysis Services SP3 (OLAP) OLAP Administrator group OLAP views access rights from PWA Cube existence and role membership Project Baseline Cost Fields ($) Actual Work (% Work Complete) Task status (% Complete) Task level Enterprise Outline Code

Extending the OLAP cube More pre-requisites! OLAP Extension starter kit (Free download) 3 extensions included Task Earned Value Portfolio Risks and Issues Pay Periods http://www.microsoft.com/downloads/details.aspx?FamilyId=CEED7E60-C83F-4B1D-980F-8298C0911E1E&displaylang=en

Extending the OLAP cube Process to extend OLAP Change the QYLIBSQL.SQL file Register MSPOLAPBREAKOUT.DLL Extend view and staging tables EarnedValueCubeSetup.BAT ExtendViewTaskTable.BAT Use OLAPBreakoutTest.exe to Connect to database Populate staging tables (OLAP Breakout 1) Build the OLAP cube (OLAP Breakout 2) Check role membership/access to new cube Build Portfolio Analyzer views/reports!

Extending the OLAP cube Process to extend OLAP Change the QYLIBSQL.SQL file Look in C:\Program Files\Microsoft office Project Server 2003\BIN Use the SQL Select from the OLAP Extension UTIL directory (qylibsql.txt) for statement 50800

Extending the OLAP cube Process to extend OLAP Register MSPOLAPBREAKOUT.DLL Open CMD prompt and use RegSvr32

Extending the OLAP cube Process to extend OLAP Extend View and Staging tables

Extending the OLAP cube Process to extend OLAP Use OlapBreakoutTest.EXE to connect to database and run the table extends and cube build

Extending the OLAP cube Process to extend OLAP Check Role Membership

Extending the OLAP cube

Progress Introduction Objectives & common ground What is EVM? Extending the OLAP cube Reporting from OLAP Summary Q&A

Reporting from OLAP Things to keep in mind Who is your intended audience? What data are they concerned with? Who should NOT see the data? What data should NOT be seen? Level of proficiency with pivot tables Other reporting needs

Reporting from OLAP Getting started From PWA -> Admin -> Manage Views

Reporting from OLAP Choosing the EV cube Right mouse click on Pivot Table data area to get the right cube from Data Source

Reporting from OLAP Building the report

Reporting from OLAP Grant view rights to report

Reporting from OLAP

Progress Introduction Objectives & common ground What is EVM? Extending the OLAP cube Reporting from OLAP Summary Q&A

Summary EV data captured/reported in Project Server Pre-requisites 3 basic attributes 5 extended attributes Pre-requisites Project Infrastructure

Summary Portfolio Analyzer extension Change the SQL query library Extend view and staging tables Register the DLL Use OlapBreakoutTest.EXE Check cube membership

Summary Building OLAP views Access from PWA Choose the new cube Drag and drop fields Style the chart as needed Provide view access

Progress Introduction Objectives & common ground What is EVM? Extending the OLAP cube Reporting from OLAP Summary Q&A

© 2006 Microsoft Corporation. All rights reserved. 4/23/2017 2:00 AM © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. 31