2. Loading data into the ETC and into the MPM Baseline

3. 1 Loading the ETC into the MPM Baseline These instructions cover: Loading a potential PCR into the MPM ETC Creating the MPM import file from P3 and C\SIT Importing the data Checking the data Bringing the ETC into the MPM Baseline Importing the data Manual adjustments Checking the date, phase codes, and EVM

4. 2 This lesson deals with loading a potential PCR into the MPM ETC and then into the Baseline. The MPM current baseline project is TRNSLB. ETC before being set to baseline. The ETC may be different than the current baseline. In MPM Project Replan - set the ETC equal to the Baseline.

5. 3 Copy the baseline (TRNSLB) as a new project (TRNSLE). ETC after being set equal to baseline. In Project Maintenance go to Edit – select Copy Project

6. 4 Select the next available blank line. Go to Edit – Paste Project. Name the Project, select the path and hit OK. The new project will now show on your Project Maintenance screen.

7. 5 Create a P3 Global to set the MPID (used in C\SIT to link the P3 activity to the MPM WBS) equal to the activity. After the global is run – you can review the results (as shown)

8. 6 Create a P3 Global to identify the Lab performing the work. This global links the resource to the Lab through the cost account (ACC). C\SIT links the Lab to the Resource Dept in MPM. After the global is run – you can review the results (as shown)

9. 7 Create a P3 Global to set the calendar. When multiple calendars are used, the import into MPM through C\SIT could provide erroneous results.

10. 8 Create a Global to set the Quantity to Complete (QTC) equal to the Budgeted Quantity (BQ). C\SIT uses the QTC when creating the MPM import file. You may also use resource curves or resource lag/duration in P3. C\SIT will send the correct array of data to MPM.

11. 9 C\SIT initial screen – select Next (bottom right corner) Type in 7 *’s for the MPM user ID – then select the MPM project. Select Next.

12. 10 Type in your P3 user name (if applicable), select the P3 project path, then select the appropriate P3 project. Select Next. Select BCWP Estimates and Date Transfer. Select Next.

13. 11 Select All. (Individual activities impacted by the PCR could be selected, however it is usually much quicker to select all). Go to Next. Again – Select All. Go to Next.

14. 12 Select All – go to Next. In this lesson Overtime is not used. If we were using overtime to bring in Phase Codes we would select Resource Custom Data Item. Go to Next.

15. 13 Go to Next.

16. 14 Select Begin. After processing is complete - go to Next.

17. 15 Note that there were no Errors/Warnings/ Exclusions. If a number shows up in any of these categories – select Details. This will show the problem(s). Fix the problem then rerun C\SIT. If there are no problems – save the file.

18. 16 Go to Integrated Planning. Select the Project and ETC. Before importing the C|SIT file into MPM, we should delete the existing estimates in MPM.

19. 17 Make sure there are no historical costs before you delete estimates. (Note: If there are historical costs you will need to enter the new BCWS manually. Also, be sure to delete any activities with history from the C\SIT import file (the one that was just saved). Otherwise you will change history and you may enter data twice. Select the activities that are impacted by the PCR. (Note: If they don’t exist, add them in through the WBS screen. You can add them now or finish checking history and then add them.

20. 18 Delete the estimates on each activity by selecting the resources under the activity and hitting delete. Go to Imports – Estimates.

21. 19 Select the project, the Import File, and ETC. Check to make sure that there are no errors after the import.

22. 20 Go to Reports – Project Comparison. Select the ETC project (top) and the Baseline project (bottom). Condition the window as shown. Make sure that the Gate Month is set to Nov01 which was when the project set S=P=A. The report will then show actuals through Nov 01 and the new ETC from Dec 01 forward.

23. 21 Run the report. In this PCR there is a ~$149k increase to the overall project. This report also shows the activities that changed.

24. 22 After the PCR is approved it can be loaded into the Baseline in a similar manner. From Integrated Planning select the Project and the WBS activities that are impacted by the PCR. Select Baseline.

25. 23 Again – delete the estimates from each activity

26. 24 Go to Imports – Estimates. Select the project import file, and Baseline.

27. 25 Check for errors. Run a Baseline – Project Comparison report. You can run the report at any level.

28. 26 Check to make sure that the BQ came in correctly from P3. In Integrated Planning go to an activity and select a resource. Click on the summation sign and see how many hours are estimated. Then go to the P3 Project file and compare. Hours brought in. Type in the Phase in the Overtime Field. (Note: If you brought in the Phase from P3 this field will already include the Phase.

29. 27 BQ = QTC = 36 hrs

30. 28 Finish loading in the remaining phase codes.

31. 29 To change an estimate (or add an estimate) using Autospread – select the resource to be changed in Integrated Planning. Select Autospread. Type in the amount (make sure that the units match). Select a curve and a date range, replace all or replace part and select OK. In this example 36 hours are being Increased to 136 hours.

32. 30 The new estimate replaces the old estimate and the Estimate Type shows as Autospread Hours. The Estimate Type should be changed to avoid problems with some reports.

33. 31 To change the Estimate Type just retype the estimate value in any given month (you only need to replace 1 month). This will automatically change the Estimate Type to whatever window you are in.

34. 32 Next - we need to check to make sure that new activities that have been added have an earned value method (EVM). Go to Integrated Planning – select the project And select Milestones. Hit the filter at the top of the page and select EVM.

35. 33 Filter for EVM = Empty Activities with no EVM will show. If you select the EVM from this screen it will not be saved – therefore, filter again for All Data.

36. 34 Click on the blank EVM cell. You will get a drop down list. Select the EVM for the activity. You will get this message – hit yes. The activity will now have the assigned EVM.

37. 35 MPM S R U LE