Establish and Update Weighted Deliverables - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Projects Help (3.01)

PPMProduct
EcoSys
PPMCategory_custom
Help
Version_EcoSysStand
3.01

Weighted deliverables and associated weighted deliverables milestones must be established before earned value is calculated for any object with a Weighted Deliverables progress method.

The total weight of all weighted deliverables established for an object should be equal to 100. Similarly, the weighted milestones established per deliverable should also have a total weight equal to 100. If this is not the case, the system can still calculate Weighted % Complete assuming all of a deliverable’s milestones have an established Weight and % Complete, and all deliverables have an established Weight.

After set-up is complete, Deliverable Milestones % Complete must be updated before earned value is calculated for each project period. The deliverable milestones’ total Weighted % Complete will then roll up to the associated deliverable’s Weighted % Complete.

Apply Enterprise Weighted Deliverables Template

This procedure will copy a template composed of weighted deliverables and weighted deliverables milestones to the selected object. The template must first be created by the EcoSys administrator.

  1. Navigate to Progress > Earned Value.

  2. Click the Actions list and select Apply Template Weighted Deliverables.

  3. Click the Project ellipsis to select the required project. By default, the last selected project appears.

    The Project displayed in the green parameter bar at the top of the screen is the only project available for selection in the Apply Template Weighted Deliverables dialog box.

  4. Click the Object ellipsis to select the required object.

  5. Click the Template ellipsis to select the required template. By default, the last selected template appears.

  6. Click RUN and then OK.

Manually Setup and Maintain Weighted Deliverables

This procedure allows you to setup the weighted deliverables in the Deliverables Register panel.

  1. Navigate to Progress > Earned Value.

  2. Click the Earned Value tab.

  3. In the Progress Method column, click the Weighted Deliverables hyperlink for an object. The Deliverable Register panel appears.

  4. In the Deliverable Register panel, click the Insert Row icon to add a weighted deliverable.

  5. Type in a unique Deliverable ID and Deliverable Name.

  6. Type in the required Weight.

  7. (Optional) Type in the required Weight %.

  8. Click SAVE. The values in the % Complete, Weight % Complete auto-populates.

Manually Setup and Maintain Deliverables Milestones

This procedure allows you to establish weighted milestones the Deliverable Milestones panel for each deliverable listed in the Deliverables Register panel. Milestone % Complete is also updated in the Deliverables Register panel.

  1. Navigate to Progress > Earned Value.

  2. Click the Earned Value tab.

  3. In the Progress Method column, click the Weighted Deliverables hyperlink for an object. The Deliverable Register panel appears.

  4. Click the Deliverable ID hyperlink. The Deliverable Milestones panel appears.

  5. Click the Insert Row icon to add a weighted deliverable.

  6. Type in a unique ID and Description.

  7. Type in the required Weight.

  8. (Optional) Type in the required % Complete.

  9. Click SAVE. The values in the Weight % Complete, EV Deliverable Weighted % Complete auto-populates.

    Click the Delete Row(s) icon to delete the selected milestones.

  10. Review displayed Weighted % Complete in both the Deliverable Milestone and the Deliverable Register panels.

Import Weighted Deliverables, Weighted Deliverables Milestones, and % Complete

This procedure allows you to import Weighted deliverables and weighted deliverables milestones from an Excel or tab-delimited file. This method may also be utilized to update the % Complete for weighted deliverables milestones. Before importing weighted deliverables milestones, weighted deliverables must be established.

  1. Navigate to Progress > Earned Value.

  2. Click the Import tab.

  3. To import weighted deliverables:

    1. In the Weighted Deliverables panel, navigate to Sheet > Import.

    2. Click Choose File to select the required file.

    3. Select the required Format as per the selected file. The available values are listed below:

      • Excel

      • Tab-delimited

    4. From Import Rule for Incoming Records, select the Create New / Update Existing option.

    5. Select the Preview data before saving check box to validate the data before importing.

    6. Click OK to import the file.

      Verify the data on the screen, if there are any missing or blank fields, click REFRESH to discard the data and repeat the above procedure to import the file again.

    7. Click the Save icon.

      • Only the data from the first tab of the MS Excel spreadsheet is imported into the import spreadsheet.

      • You can customize the view of the Weighted Deliverables panel from the view settings.

  4. To import weighted deliverables milestones:

    1. In the Weighted Deliverable Milestones panel, navigate to Sheet > Import.

    2. Click Choose File to select the required file.

    3. Select the required Format as per the selected file. The available values are listed below:

      • Excel

      • Tab-delimited

    4. From Import Rule for Incoming Records, select the Create New / Update Existing option.

    5. Select the Preview data before saving check box to validate the data before importing.

    6. Click OK to import the file.

      Verify the data on the screen, if there are any missing or blank fields, click REFRESH to discard the data and repeat the above procedure to import the file again.

    7. Click the Save icon.

      • Only the data from the first tab of the MS Excel spreadsheet is imported into the import spreadsheet.

      • You can customize the view of the Weighted Deliverables panel from the view settings.