kevin long project controls ecam notebook training manual

Kevin LongProject Controls

eCAM Notebook Training Manual

• How to Use this Training Manual• What is eCAM Notebook?• How to Access & Navigate eCAM Notebook• What are the Key Features of eCAM Notebook?

– Near Term Responsibilities• Procurements• Milestones• Upcoming Work Packages

– Additional Sections• EV Summary• Time Phased Data• Schedule Activities and Objective Measures• Performance Charts• Variance Narratives

Outline

eCAM Notebook Manual, March 2015 , Slide 2

• The screenshots and instructions in this Training Manual are designed to be used while logged into eCAM Notebook.

• If a slide needs clarification, correction or additional information, please do not hesitate to contact me—I welcome your feedback!

How to Use this Training Manual


• eCAM Notebook is an information hub with a web interface; it pulls both schedule and cost data from P6 (aka Primavera) and Cobra databases.

• Access eCAM Notebook by clicking on its link on the LSST Project page.

What is eCAM Notebook?


Kevin Long, 25 March 2015

Basics and Navigation

, Slide 5

The following slides provide basic information about Filters and Checkboxes in

eCAM Notebook

• You can use the four drop-down menus at the top of the eCAM Notebook page to select the Project, CAMs, WBS Levels, and WBSs. Your selection will automatically filter the data, and populate the table using P6 and Cobra data.

• The web page is dynamically updated based on the filters selected. • The CAM selection defaults to you upon logging in.• In the Project drop-down menu, “LSST ME 15-01” signifies “LSST

Month End January 2015.”

Basics and NavigationFilters


• A checkbox labeled “Only Show Variances” is located to the right of the filters.• When checked, only items with yellow or red indicators in the Procurement, Milestone,

and EV summary sections will be displayed.

Basics and Navigation“Only Show Variances” Checkbox


• The “Hide WBS Summary” checkbox is the middle checkbox in the set of 4.• When checked, eCAM Notebook will display control accounts in the EV summary section..

Basics and Navigation“Hide WBS Summary” Checkbox


• The “Hide Completed” checkbox is located at the right of the set of three checkboxes.

• When checked, completed Control Accounts and work packages are hidden.

Basics and Navigation“Hide Completed” Checkbox


• Each section can be expanded or collapsed by clicking on the chevron at the top left corner of each section

Basics and NavigationExpanding or Collapsing a Section

Kevin Long, 25 March 2015 , Slide 10

Near Term Responsibilities


The following slides provide information about four eCAM Notebook indicators that should be

monitored on a monthly basis:

Procurements

Milestones

Work Packages

Near Term ResponsibilitiesProcurements


My Procurements• The default view displays two months of major procurement activities (steps) that are

incomplete.» The data are pulled from the current Integrated Master Schedule (IMS).» A drop-down menus allows for filtering the data based on the time period (1 Month, 3 Months, 6 Months,

All).» The data match the schedule data shown in the Procurement Tracker.

Near Term ResponsibilitiesProcurement Leading Indicator “Lights”

Kevin Long, 08 May 2013 , Slide 13

Procurement Leading Indicator “Lights”• The default view displays indicators based on the following:

» Red• Today’s date >= forecast start/finish date or• Today’s date >= BL start/finish date

» Yellow• Forecast start/finish date > BL start /finish date and today’s date < BL Start/ BL Finish

» Green• Forecast start/finish date <= BL start /finish date and today’s date < BL Start/ BL Finish

Near Term ResponsibilitiesMilestones


My Milestones• The default view displays two months of milestones that are incomplete.

» A drop-down menu allows for filtering the data based on the time period (1 Month, 2 Months, 3 Months, 6 Months, All).

» The information can also be filtered by milestone level (MS Level 0 through 7).

Near Term ResponsibilitiesMilestones Leading Indicator “Lights”


Milestone Leading Indicator “Lights”• The default view displays indicators based on the following:

» Red• Today’s date >= forecast start/finish date or• Today’s date >= BL start/finish date

» Yellow• Forecast start/finish date > BL start /finish date and today’s date < BL Start/ BL Finish

» Green• Forecast start/finish date <= BL start /finish date and today’s date < BL Start/ BL Finish

• ‘Include Higher Levels’ checkbox shows all higher level milestones above the level selected when it is checked.» When this checkbox is checked and the Level dropdown list is set to Level 3, all Level 0, 1, 2, and 3 milestones will

display.

Near Term ResponsibilitiesUpcoming Work Packages and Planning Packages


Upcoming Work Packages and Planning Packages are located under Near Term Responsibilities and show:• Any labor work package that NSFs not have an actual start date within the time frame

selected;• Labor work packages that are planned to start in the time frame selected (three

months is the default);• Planning packages that should be converted to work packages within the time frame

selected (six months is the default).

Near Term ResponsibilitiesUpcoming Work Packages and Planning Packages

Leading Indicator “Lights”


Upcoming Work Packages Leading Indicator “Lights”:• The default view displays indicators based on the following:»Red = Today’s date is greater than the Baseline Start date»Yellow = Work Package Baseline Start date is later than today

Upcoming Planning Packages Leading Indicator “Lights” :• The default view displays indicators based on the following:»Yellow = Planning Package has not been converted within the time frame selected

EV Summary


Displays standard month-end earned value report with variances highlighted according to defined thresholds for cumulative variances.

Expand to the work package /planning package level by clicking on the triangle to the left of the Control Account.

EV SummaryLeading Indicator “Lights”


Leading indicator “lights” indicate• Cost variance• Schedule variance

Milestones and Procurements:• Red = A schedule/cost variance exceeds Red Thresholds. This requires immediate attention,

and indicates a crisis which erodes confidence in LSST’s ability to perform. • Yellow = A schedule/cost variance that exceeds Yellow Thresholds and serves as a leading

indicator.

Time Phased Data


Click the chevron to expand the section.

This section displays time phased data from Cobra for the selected work package or planning package from the EV Summary .

The calendar can be changed to display data by month or by NSF fiscal year.

Cobra cost class can be selected to indicate Scheduled (BCWS), Earned (BCWP) or Actual (ACWP).

The following slides provide information related to Schedule and Objective Measures

Schedule & Objective Measures


Schedule Details


Click on a work package or planning package in the EV Summary to display the schedule detail below:• The work package selected will be highlighted, and the associated schedule activities will be

displayed in the schedule detail section.• Data is pulled from the current IMS.• Resource assignments are displayed below each activity.

Note that schedule activities not coded to a work package are not displayed.

Schedule Activities and Objective Measures

, Slide 23

Advance search functions are available, and partial matches are used for text entered:• WBS, Activity ID, Activity Name, Work Package, Status, CAM, Start, Finish

Search results are returned dynamically based on the text entered.

Kevin Long, 17 July 2013

Schedule Activities and Objective Measures

, Slide 24

Activity detail from P6 for the selected activity is displayed on left side of this section.

‘Notebook’, ‘Activity Codes’ and ‘Relationships’ can be expanded to view more information about this activity.


Schedule Activities and Objective Measure

, Slide 25

Under ‘Relationships,’ Predecessors and Successors are displayed for the selected activity; details can be viewed by clicking on the activity listed.


Performance Charts

, Slide 26

In the ‘Performance Charts’ section, a chart is displayed for WBS item, Control Account or work package selected.

The ‘Chart Type’ drop-down menu allows the user to select different charts.

The ‘Time Scale’ drop-down menu allows the user to toggle the x-axis scale of the chart between ‘Months’ and ‘Fiscal Year.’

Data are displayed for data points on graph when the cursor is placed on the point.


The following slides provide information related to Variance Narratives

Variance Narratives


• Applied at Control Account level for external reporting (NSF)

• Applied at work package level internally (eCAM) as leading indicators

• Programmed into eCAM notebook

Variance NarrativesThresholds

Kevin Long, 19 June 2013 , Slide 28

Variance Narratives


Drop-down menus under ‘Narrative Required’

Variance NarrativesVARs and Leading Indicators


Red at the control account level = Variance Analysis Reports (VARs)• Two narrative categories are required:»Explanation»Corrective Action

• Reported to NSF• Narratives are reviewed by Project Manager

Yellow at any level = Leading Indicator

Variance NarrativesCategories


The “Light” by each category indicates required fields:• Red indicates a category is required and has not been completed• Green light indicates a category has been completed

If a category not required, a narrative may still be entered if desired.

Variance NarrativesEntering Text


Select ‘Narrative Category’ from the drop-down menu.

Enter text into yellow box.

Clicking the ‘submit’ button saves the data to the section below.

The ‘Copy Prior Month Narratives’ button allows you to copy data entered in the prior month for the same control account or work package.

To make corrections, resubmit (the new text overwrites the old).

Variance Narratives Aggregate Narratives Button

, Slide 33

The ‘Aggregate Narratives’ button is added to the Variance Narrative section for a control account.

Click the button and the system will collect all ‘Monthly Summary’ for work packages variances under the control account, and put them into the yellow textbox for submission.


kevin long project controls ecam notebook training manual

Documents

ecam notebook page

ecam notebook indicators

access ecam notebook

key features of ecam

ecam notebookwhat

slide needs clarification

section basics

training manualwhat