PowerPoint Presentation Overview
KEY MILSTONES FEATURES
HOW MILESTONES CAN BE USED:
• Stand alone project management tool
• Add-on to Microsoft Project
• Canvas for database extraction
SUCCESSFULLY PRESENTING YOUR PROJECTS
MILESTONES WITHIN AN EVM SYSTEM
• Custom automation
• Import from MS Project
The fast, easy way to schedule and present your projects!
Contract Status Report
Projects
Delivery
Date
2004
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Ahead /
Behind
Percent
Complete
E D
All Projects
12/15
28%
A BC
P1
Project A
7/7
P3
Project
P1
Start
Project C
1/15/03
D C
56%
End P2
P3
2003
P4
Jan Feb Mar Apr May Jun
B
12/22/03
P1
B
A
B
Project ABC
E
P4
Project Status Report
A
10/26 / Phase
Project B
P2
A
P2
P3
Jul
Aug Sep Oct 13%
Nov Dec
P4
12/15
1/15/03
7/15/03
D
P2
1/15
3/30
P3
4/1/03
P1
4/1
P2
8/1
D
9/15/03
E
Project E
P3
9/15
7/16/03
11/15/03
Delivery
$50,000
$55,000
($5,000)
$60,000
$50,000
$10,000
$25,000
$22,000
$3,000
Project Summary
9/16/03
12/10/03
$100,000
$100,000
$0
Behind Schedule
$25,000
$25,000
$0
22%
11/15
32%
E
7/16
Production
$8,000
P4
10/1
Current Status
$252,000
7/15
8/23
Test
$260,000
P4
12/1
Development
Variance
C 7/15
4/15
P1
Project D
Cost
26%
C
Research
Budget
Phase End Milestone
Ahead of Schedule
9/15
11/25
12/10
Phase Start
9/16
11/15
On Schedule
12/22
Delivery
12/1/03
12/22/03
12/1
Budget
$260,000
Cost
$195,000
$130,000
$65,000
$0
“easy to use”
“powerful”
“the best of its breed”
Easy to use and learn
Click-and-drag to build schedules
• No formal training needed
• 14 built-in tutorials
• “Feature” movies
• Quick Tips guide
• Extensive Help topics
• Web site white papers
• Free telephone support
• Free e-mail support
Extensive customization
Choose from a variety of symbol and connector shapes, colors, and patterns.
2001
Tasks
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Task A
Place multiple milestones on each task line.
Adjust Gantt bars using three positions.
4/18
8/4
Task B
2/7
6/2
6/1
Task C
9/6
3/28
2/12
12/1
10/4
7/31
6/17
Annotate your schedule
Project Title
Sub-title
Sub-sub-title
Page 1 of 1
Task
6/26/02
Start
2001
End
Jan
Feb
Mar
Duration
Apr
May
Jun
All Projects
Project A
1/24/01
Project review on April 10
2/26/01
1/24
Task A1
2/28/01
29d
2/26
33d
4/1/01
2/28
Task A2
4/16/01
4/16/01
Task A3
4/30/01
6/5/01
4/1
1d
Critical Task
4/16
37d
4/30
6/5
Project B
Delay
Task B1
1/25/01
73d
4/11/01
1/25
Task B2
Task B3
3/4/01
4/16/01
3/5
4/11
3/4
4/10
38d
4/10/01
38d
5/23/01
4/16
Task B4
5/28/01
5/23
23d
6/19/01
5/28
6/19
Create letter size…
Academic Scheduler
Hours
Days
Class
Building
Room
Instructor
De signation
8-9
MWF
ENG 101
8:00
9:00
A
101
Fleming
Dept Chair
8-9
MWF
ENG 101
8:00
9:00
B
103
Newton
9-10
MWF
ENG 101
B
101
Heinzelman
Asst Prof
1-2
MWF
ENG 101
1:00
2:00
A
104
Fleming
Grad Asst
1-2
MWF
ENG 101
1:00
2:00
B
302
Elder
Professor
1-2:30
TTh
Eng 101
8-9:30
TTh
BIO 202
10-11
MWF
BIO 202
3-4
MWF
BIO 504
8-9
MWF
CALC 302
10-11:30
TTh
CALC 302
3-4:30
TTh
CALC 404
4-5
MWF
CALC 404
9-10:30
TTh
ARCH 101
1-2
MWF
ARCH 101
DEPARTMENTS
Module 7
7
8
9
10
9:00
11
12
1
2
3
4
5
10:00
1:00
8:00
2:30
9:30
10:00
11:00
3:00
8:00
4:00
9:00
10:00
11:30
3:00
4:30
4:00
9:00
5:00
10:30
1:00
2:00
Professor
A
303
Boyd
C
101
Bailey
Asst Prof
C
101
Bailey
Professor
Asst Prof
C
105
Butler
Professor
A
103
Wagenman
Grad Asst
A
101
McLeod
B
102
Wagenman
Professor
D
305
McLeod
Dept Chair
D
305
Jones
Professor
D
102
Fleming
Dept Chair
Grad Asst
Language
Arts
Science
Mathematics
Architecture
Module 5
Module 6
Module 8
Module 9
Module 10
Module 11
Module 12
Module 13
…and wall size charts
Academic Scheduler
Hours
Days
Class
Building
Room
Instructor
De signation
8-9
MWF
ENG 101
8:00
9:00
A
101
Fleming
Dept Chair
8-9
MWF
ENG 101
8:00
9:00
B
103
Newton
Professor
9-10
MWF
ENG 101
B
101
Heinzelman
Asst Prof
1-2
MWF
ENG 101
1:00
2:00
A
104
Fleming
Grad Asst
2:00
B
302
Elder
Professor
A
303
Boyd
Asst Prof
C
101
Bailey
Asst Prof
C
101
Bailey
Professor
C
105
Butler
Professor
A
103
Wagenman
Grad Asst
A
101
McLeod
Grad Asst
B
102
Wagenman
Professor
D
305
McLeod
Dept Chair
D
305
Jones
Professor
D
102
Fleming
Dept Chair
7
8
9
10
9:00
11
12
1
1-2
MWF
ENG 101
1:00
TTh
Eng 101
1:00
8-9:30
TTh
BIO 202
10-11
MWF
BIO 202
3-4
MWF
BIO 504
8-9
MWF
CALC 302
10-11:30
TTh
CALC 302
3-4:30
TTh
CALC 404
4-5
MWF
CALC 404
9-10:30
TTh
ARCH 101
1-2
MWF
ARCH 101
Module 7
3
4
5
10:00
1-2:30
DEPARTMENTS
2
8:00
2:30
9:30
10:00
11:00
3:00
8:00
4:00
9:00
10:00
11:30
3:00
4:30
4:00
9:00
5:00
10:30
1:00
2:00
Language
Arts
Science
Mathematics
Architecture
Module 5
Module 6
Module 8
Module 9
Module 10
Module 11
Module 12
Module 13
Instantly format your schedule
Begin with a template or apply a template to an existing schedule.
Project Status Report
Page 1 of 1
TASK
2002
Status
J
Project A
Project B
looking
good
over
budget
Project C
under
budget
Project D
under
budget
Project E
under
budget
F
M
A
M
J
Budget
J
A
on budget
Project G
over
budget by
$500
on budget
3/2
4/29
Project J
close to
on budget
under
budget
11000.00
Funding
Status J F
Project
Name
15000.00
4/2 Project A 7/7
11500.00
M
A
2000.00
5/9 6/13
Project C
6/6
2002
M
J
J
A
O
N
$12,000
$4,000
$8,000
10000.003/2 7000.00 4/29
$11,000
$11,500
($500)
$15,000
$2,000
$13,000
$10,000
$7,000
$3,000
$7,000
$6,000
$1,000
$6,000
$6,000
$0
$5,500
$6,000
($500)
$10,000
$10,000
$0
$12,000
$11,999
$1
$8,000
$7,000
$1,000
7000.00
4/2
6000.00
6000.00
6000.00
7/7
9/13
5/9
10/13
Project F
6/13
6/13
6/6
5500.00
6000.00
5/24
10000.00
10000.00
12000.00
11999.00
9/13
10/13
8/8
Project G
7/16
Project I
8/6
6/13
10/29
8/8
10/29
7/16
9/24
8/6
11/4
Project J
S
8/29
Budget
Costs to date
Remaining Funds
Budget Costs Remaining
Amount to Date
Funds
4/28
2/2
Project B
Project H
Project I
Costs
N
4/28
5/24 E
Project
Project H
O
Project Status 12000.00
Report4000.00
2/2
Project D
Project F
S
9/24
11/4
8000.00
7000.00
8/29
$100,000
$75,000
$50,000
$25,000
$0
Under Budget
No funds remain
Over Budget
Update Due
Proposal Due
Final Report
Instantly format your schedule
Apply a color theme or create your own.
"Camouflage" Color Theme
Cost
to Date
Budget
All Projects
$2,550
$2,450
Project A
$1,800
Task
2001
Jan
Feb
Mar
Apr
May
Jun
1/14
Task A1
Project B
$750
$1,000
All Projects
$1,000
$2,550
2/19
$2,450
1/14
$750
Project A
$700
$1,800
$1,750
3/19
1/14
$250Task A1
$300
Task B2
$500Task A2
$400
Project B
Task
Task
Cumulative costs
Cumulative budget
Task
91%
3/18
Budget
2/10
Task B1
Cost to date
Budget
1/14
Cost
1/14
to Date
$800
Task A2
$1,750
2001
Jan
Feb
Mar
Apr
100%
Jun
May
3/18
"Purdue" Color Theme
$800
Task $750
$1,000
All Projects$1,000
$2,550
Budget
Task B1
$637
$0
Task B2
Cumulative costs
Cumulative budget
$0
Cumulative costs
Cumulative budget
1/143/18
Feb
$482
$750
$625
80%
91%
4/16
$2,447
$763
$2,367
$787
May
3/18
6/12
4/142/10
2/19
$2,550
$259
$2,450
$259
$300
3/18
$267
3/19
$214
6/12
$103
$83
3/19
$400
$514
$482
84%
100%
$103
$83
3/191/14
$1,000
$2,179
$643
$2,153
$700
Jul
6/12
82%
37%
Apr
Mar
6/12
$259
$267
$1,750 3/191/14
$259
$214
$700 $250
$350
$0 $500
Cumulative costs
Cumulative budget
Summary
Cost to $2,000
date
Budget $1,000
Jan
4/162/19
$2,450
$763
$1,800
$787
Percent
Complete
2001
Budget
4/14
2/10
$784
$250 Task A1 $300
$588
B1
$800
$392
$196
$500 Task A2 $400
B2
$1,000
$0
Cumulative costs
$514
$1,157
$1,920
Cost
to date
$514
Cumulative budget Project
$482 B
$1,107
$1,894
$750
Cost to date$2,548
$1,911
Budget
$1,274
6/12
3/18
Cost
3/19
1/14
to
Date
Cost to date
$514
$643
$750Project
Budget
$482 A $700
$625
Task
84%
6/12
"Country Home" Color Theme
Task
Percent
Complete
Jul
100%
Jun
84%
80%
91%
37%
100%
100%
82%
6/12
$267
$214
$103
$83
$2,447
$2,367
$2,550
$2,450
$700
$350
$514
$482
$1,157
$1,107
$1,920
$1,894
$2,179
$2,153
Status
$1,000
$0
Task
Summary
80%
37%
4/14
4/16
$0
Cumulative costs
Cumulative budget
Summary
$2,000
Percent
Complete
82%6/12
6/12
$1,157
Cost to date $1,920 $514$2,179$643 $2,447$763 $2,550$259
$1,107
$2,153$625 $2,367$787 $2,450$259
Budget$1,894 $482Status
Jul
Status
100%
Track numbers along with your schedule
Track budget, costs, earned
value, manpower, sales, or
any numerical information
along with your schedule.
Grant Proposals and Project Tracking
Project
Name
Funding
Status
Project 1
2001
Jan
Feb
1/27
Mar
Apr
3/13
Design
6/18
5/3
2/13
Design
3/20
2/22
Construction
5/13
2/26
Design
3/25
$1,400.0
$800.00
$800.00
$0.00
7/2
$1,200.00
$600.00
$600.00
$1,800.00
$1,000.0
$800.00
$600.00
$600.00
$0.00
$600.00
$1,200.00
$400.00
$800.00
6/15
$4,000.00
$1,700.0
$2,300.00
$1,000.00 $1,100.0
($100.00)
Government
Contract
Task Plan
$3,000.00
6/15
4/28
4/5
Construction
$2,000.00
4/13
Construction
Remaining
Funds
5/23
5/7
Design
7/25
6/7
4/28
3/31
Project 4
Costs
to Date
Aug
3/12
3/24
Project 3
Budget
Amount
Jul
5/2
Construction
Costs to date
Jun
5/12
3/3
Project 2
Budget
May
6/22
7/30
$1,500.00
5/3
5/29
$600.00
$2,400.00
WORK PACKAGE
Budget
$3,200.00 $3,200.0
DESCRIPTION
$
$1,600.0
Actual
$
2000
$0.00
($100.00)
TEST MOTOR DESIGN
$3,523.00
$3,000.00
7/28
$1,700.00 $1,600.0
$100.00
AND SUPPORT
May
Jun
Jul
Aug
Sep
2001
Oct
Nov
CONTRACT START
Dec
Jan
Feb
DESIGN CHECKOUT
% OF TASK
COMPLETED
Mar
70%
$10,000.00
$7,500.00
ANALYSIS PLAN
Remaining Funds
$5,000.00
DESIGN PLAN
$2,500.00
$0.00
Graph values and display
indicators based on values.
$3,050.00
71%
$3,600.00
100%
REDLINE
DRAFT
FINAL
TEST & VERIFICATION
PLAN
$4,222.00
$2,050.00
69%
SYSTEM DESIGN
ANALYSIS
$6,343.00
$2,500.00
66%
SYSTEMS ENGINEERING
$2,555.00
AND INTEGRATION
$2,600.00
47%
Budget
Actual
Make calculations between
columns of values.
Under$4,333.00
Budget
No funds remain
Over Budget
Proposal
Due
$1,452.00
Update Due
Final Report
Cumulative Budget
Cumulative Actual
$4,000.00
$3,000.00
$2,000.00
$1,000.00
$0.00
$20,000.00
$15,000.00
$10,000.00
$5,000.00
$0.00
Keep track of all of your project’s documents
Research Report
attached to the
Research phase
6-Month Earned Value Report
Project/
Tasks
FY02
July
August
September
ACWP
October
November
$3,000
Project 1
Research
$2,500
Design
Budget
Procurement
BCWP
Status
December
$1,285
$1,569
$300
$300
$400
$400
$175
$250
$200
$414
$210
$204
$0
$0
$0
$0
$2,000
BCWP
$1,500
Production
ACWP
$1,000
Testing
MS Project schedule
with detailed
Production data
Review
$500
Delivery
$0
BCWP
Budget
ACWP
Earned Value
greate than Cost
Contracts review: 10-15-02
Sign Off: _________________
Cost greater than
Earned Value
Cost/Earned Value
are equal
Completed Task
Incomplete Task
Financials Report
attached to the
status milestone
Status
AutoCad drawing
attached to the
Design start date
Easily organize large projects
Organize projects into steps and sub-steps.
It’s easy to collapse
and expand tasks.
Click a main task
…and get a summary!
Manage multiple projects with a master schedule
Easily combine 2 or more projects…
Design Project Schedule
Task
2000
WBS #
Jan
Design Task A
Feb
Mar
May
Jun
1
3/10
Sub Task A-1
1.1
30d
Sub Task A-2
1.2
32d
2
63d
3/11
Sub Task B-1
Sub Task B-2
Design Task C
Master Schedule
62d
1/9
Design Task B
…into a master schedule!
Duration
Apr
5/6
2.1
33d
2.2
Task
2000
WBS
Jan
Design Task A
Feb
Mar
Apr
May
Duration
Jun
Jul
Aug
1
62d
Sub Task A-1
1.1
30d
Sub Task A-2
1.2
32d
30d
3
70d
Design Task B
2
63d
Sub Task C-1
3.1
35d
Sub Task B-1
2.1
33d
Sub Task C-2
3.2
35d
Sub Task B-2
2.2
30d
3
70d
Sub Task C-1
3.1
35d
Sub Task C-2
3.2
35d
1
59d
Sub Task A-1
1.1
30d
Sub Task A-2
1.2
29d
2
56d
Sub Task B-1
2.1
32d
Sub Task B-2
2.2
24d
3
52d
4/23
6/19
Design Task C
Manufacture Project Schedule
Task
2000
WBS #
Mar
Manufacture Task A
Sub Task A-2
Manufacture Task B
May
Duration
Jun
Jul
Aug
1
59d
3/15
Sub Task A-1
Apr
5/14
1.1
30d
1.2
29d
2
Manufacture Task A
Manufacture Task B
56d
5/14
7/7
Sub Task B-1
2.1
32d
Sub Task B-2
2.2
24d
Sub Task C-1
3.1
26d
3
52d
Sub Task C-2
3.2
26d
Manufacture Task C
7/1
8/19
Sub Task C-1
3.1
26d
Sub Task C-2
3.2
26d
Manufacture Task C
Easily publish a hierarchy of schedules for the Internet
Create HTML pages of each schedule. Hyperlinks between
schedules become “hotspots” between web pages.
All linked schedules are
published. Watch me “drill down
to another project level!
Create web pages with summary and drill-down views
“Tiered Hierarchy” creates a web page with a summary view.
In the web browser click a summary
task to drill-down to the details.
Distribute using our free Milestones Viewer
Open schedules, print them, and more, without editing rights.
Renovation Plan
Page 1 of 1
8/16/01
Jan
Name
5
Percent Complete Pies
Outline
Level
Percent
Complete
Task
1
All Projects
67%
2
Project A
69%
3
Task A2
61%
3
Task A3
77%
2
Project B
65%
3
Task B1
68%
3
Task B2
62%
Jan
Feb
Design
Determine best 5 potential architects
Interview architects
Architect 1
Architect 2
Architect 3
Architect 4
Architect 5
Select architect
Prepare 1st draft plan
Review draft
Revise draft
Receive final plan
Design telecommunications plan
Obtain construction permit
Pre-Renovation
Call moving services for quotes
Hire movers
2001
Pack rooms
Remove boxes
Mar
Aprto storageMay
Renovation
Construction
Strip walls
Remove existing wall
Frame new walls
Construction Inspection
Install new switches and outlets
12
19
Feb
26
2
9
16
Mar
23
2
9
16
1/2
1/9
3/3
Jun
Jul
3/13
3/13
Apr
23
30
6
$ Budget $ Actual
13
$28,275
$2,000
$5,875
$333
$242
$300
$3,000
$2,000
$400
$3,000
$3,000
$3,000
$4,000
$5,000
$2,000
$9,300
$300
$3,000
$3,000
$3,000
$4,900
$4,900
$300
$300
$2,000
$2,000
$300
$80,248
$3,000
$4,748
$424
$124
$200
$1,000
$3,000
$10,000
$4,000
$3,000
$3,000
$45,000
$5,500
$2,000
$12,000
$3,000
$3,000
$3,000
$3,000
$14,233
$14,233
$200
$1,000
$3,000
$10,000
$33
Indicator
Work effortlessly with your other applications
Paste into Word and PowerPoint as a picture,
or OLE embedded or linked schedule.
Project Title: Facility Construction Schedule
Task No.
1
2
3
4
5
6
7
8
9
10
Project Steps
WALLS / STOREFRONT
CONCRETE/SAWCUT WALLS
HVAC STRUCT SUPPORTS & CURBS
FIRE SPRINKLER, OH ROUGH
METAL FRAMING, HIGH WALL
PLUMBING, UNDERGROUND
HVAC/ELEC/PLBG, OH ROUGH
PLACE CONCRETE
ROOFING
DRY WALL & TAPE
start
1/21/2000
1/24/2000
1/27/2000
2/4/2000
2/5/2000
2/6/2000
2/7/2000
2/11/2000
2/12/2000
2/13/2000
end
1/25/2000
1/27/2000
1/31/2000
2/8/2000
2/12/2000
2/12/2000
2/13/2000
2/18/2000
2/18/2000
2/26/2000
You can turn a spreadsheet…
Facility Construction Schedule
3/10/00
PROJECT STEPS
WALLS / STOREFRONT
CONCRETE/SAWCUT WALLS
HVAC STRUCT SUPPORTS &
CURBS
FIRE SPRINKLER, OH ROUGH
METAL FRAMING, HIGH WALL
PLUMBING, UNDERGROUND
HVAC/ELEC/PLBG, OH ROUGH
PLACE CONCRETE
ROOFING
DRY WALL & TAPE
Jan'00
15
22
Feb'00
29
1/21
5
12
19
26
Mar'00
4
11
18
25
1/25
1/24
1/27
1/27
1/31
2/4
2/8
2/5
2/12
2/6
2/12
2/7
2/13
2/11
2/12
2/13
2/18
2/18
2/26
Into a presentation quality
project schedule!
1
Easily work with Microsoft Project MPP files
The Project-to-Milestones Wizard generates a variety of schedule reports.
Milestone Charts
Milestones Chart
Baseline vs Scheduled Finish Dates
5/28/02
Baseline
Finish
Scheduled
Finish
11/7/02
7/30/02
Planning and Control
11/7/02
7/19/02
Business plan
3/1/02
2/25/02
Define project
Project
Conceptual
2002
Q1
Q2
Ahead/
Behind
Q3
-79.00
Gantt Chart
Gantt
Detailed-4.00
3/28/02
4/5/02
4/1/02
4/22/02
Develop preliminary
5/3/02
5/10/02
Initial planning
5/21/02
5/21/02
1
Develop
6/10/02
6/10/02
1.1
2
Task 1-1
Task 1-1
Develop
6/12/02
6/14/02
1.2
1
Task 1-2
Task 1-2
Site Assessment
7/16/02
7/5/02
1.3
90
Task 1-3
Task 1-3
Identify potential
7/19/02
7/19/02
1.4
5
Task 1-4
Task 1-4
10/15/02
7/30/02
1.5
5
Task 1-5
Task 1-5
6.00
Page 1 of 1
2
5 Task 2
Identify project site
4/15/02
4/1/02
3
54 Task 3
Assess regulatory
5/15/02
5/10/02
3.1
3
Task 3-1
Task 3-1
Task 2
Identify permitting
6/17/02
6/17/02
3.2
1
Task 3-2
Task 3-2
Recommend site
7/1/02
7/15/02
3.3
45
Task 3-3
Task 3-3
Site and planning
7/15/02
7/30/02
3.4
5
Task 3-4
4.2
5
Task 3-4
39 Task 4
Ahead
16 of Task 4-1
Schedule
Task 4-2
22
Task 4-1
On target
Task 4-2
27 Task 5
5
Task 5-1
Task 5-1
5.2
15
Task 5-2
Task 5-2
Summary
Remainin Resource
Initials
Cost
3.00%
$0.00
$0.00
Name
2.00
100.00%
%
$0.00ECD
$0.00
-7.00
0.00%
$0.00
10
$0.00
0.00
0.00%
Task 1
$0.00
Percent $0.00
Complete
3.00%
07/13/99
$0.00
5/28/02
20
$0.00
100.00%$0.00
02/22/99
0.00%
$0.00
Task 1-2 -10.00
100.00%$0.00
02/23/99
0.00%
$0.00
Task 1-3 -10.00
06/29/99
20.00% 0.00%$0.00
Not Started
$0.00
Task 1-4 -3.00
07/06/99
100.00% 0.00%$0.00
Not Started
$0.00
Task 1-5 0.00
80.00% 0.00%$0.00
07/13/99
Not Started
$0.00
Task 2
10.00
16.00% 0.00%$0.00
07/27/99
$0.00
Not Started
Task 3
11.00
0.00%20.00%$0.00
05/05/99
$0.00
Task 3-1
29.00%
100.00%$0.00
02/23/99
$0.00
Behind
Task 3-2 Schedule
31.00%80.00%$0.00
02/24/99
$0.00
Task 3-3
27.00%
$0.00
$0.00
37.00%
$0.00
$0.00
80.00%
$0.00
$0.00
40.00%
$0.00
$0.00
16.00%
0.00%
29.00%
04/28/99
05/05/99
04/14/99
Task 4-1
31.00%
Task 4-2 Baseline
27.00%
Critical 04/14/99
Task 5
Not Started
03/12/99
37.00%
03/29/99
Task 5-1
80.00%
02/25/99
Task 5-2
40.00%
03/11/99
Task 5-3
20.00%
02/25/99
Task 5-4
0.00%
03/18/99
Report
Percent Complete
Task 1-1 -55.00
Task 4
Current Plan
Cost
100.00%
Task 3-4
5.1
%
complete
0.00
Page 1 of 1
Performance
Charts
5/28/02
-2.00
103 Task 1
3/1/02
Scheduled Finish 4.1
'00
5.00
3/15/02
4
15.00
'99
Name
WBS Duration
Define utility needs
Baseline Finish
Gantt Charts
-72.00
Identify industry
Define infrastructure
Status
Slack
Not Started
30
40
50
60
70
80
90
100
Easily work with Microsoft Project MPP files
The Project-to-Milestones Wizard generates a variety of schedule reports.
Resource Charts
Level 1 and 2 Summary with Cost Graph
ID
1
Task
Name
'00
Aug
Dept. Natural Resources /
Environmental Control
(DNREC) Environmental
Sep
Oct
Baseline
Cost
'01
Nov
Dec
Jan
Resources
$226,320.80
AB
Earned Value Charts
Dept. Natural Resources / Environmental Control (DNREC) Env
$215,001.80
Aerospace Project Plan
Plan Project
2
Cost
Plan Project
$12,920.93
$12,920.93
AB
Earned
Value and Remaining
Funds
Page 1 of 1
Activate Project
26
Activate Project
'98
TASK
I
40
84
107
164
192
II
$6,490.20 '99 $6,490.20
III
IV
I
II
III
IV
I
'00RD
II
PROJECT MANAGEMENT
Convert Information System to EIS
PLANNING
$51,504.48
$51,504.48
SYSTEM ENGINEERING
REQUIREMENTS
Define EIS Requirements
ANALYSIS
Define EIS Requirements
$32,659.12
$33,658.12
INTEGRATION
Top Level: Costs and Work
MISSION OPERATIONS
SYSTEM
TEST
PLANNING
Distributed
Application
Design & Construction
Distributed Application
ID $80,245.12
TASK
$81,355.12
System Engineering Complete
Design & Construction
SPACECRAFT ENGINEERING
1
PROJECT MANAGEMENT
COMMAND
AND CONTROL
Distributed Application Testing
Distributed Application
ATTITUDE CONTROL
$26,665.44
$28,098.44
2
PLANNING
Testing
POWER
3
SYSTEM
ENGINEERING
THERMAL
Distributed Application Deployment
Distributed Application
ORBIT ADJUST PROPULSION
$4,516.51
$12,293.51
4
REQUIREMENTS
Deployment
TANK
VALVES
5
ANALYSIS
Cost
$226,320.00
THRUSTER
Baseline Cost
$181,056.00
6
INTEGRATION
$135,792.00
DESIGN
$90,528.00
FABRICATE
7
MISSION OPERATIONS
Convert Information
System to EIS
III
'01
IV
COST
BCWP
Remaining Funds
ACWP
8
II
BUDGET
COST
TM
RD
LM
System Engineering Complete
SPACECRAFT ENGINEERING
11
COMMAND AND CONTROL
12
ATTITUDE CONTROL
13
POWER
14
THERMAL
15
ORBIT ADJUST PROPULSION
16
TANK
17
VALVES
Summary
Charts
22%
SYSTEM TEST PLANNING
10
Current Plan
Remaining
Funds
$72,360.00
$23,878.80
$23,878.8
$48,481.00
$72,360.00
$23,878.80
$23,878.8
$48,481.00
$163,480.00
$49,231.60
$49,231.6
$114,248.00
$715,392.00
$675,648.00
$69,680.00
$30,659.20
$30,659.2
$39,021.00
$635,904.00
$21,440.00
$0.00
$0.00
$21,440.00
$596,160.00
$24,120.00
$7,959.60
$7,959.60
$16,160.00
$556,416.00
$16,080.00
$3,537.60
$3,537.60
$12,542.00
$516,672.00
$32,160.00
$7,075.20
$7,075.20
$25,085.00
%
'97
'98
'99
'00
'01
'02
$476,928.00
$0.00
$0.00
$0.00
$0.00
JJASONDJFMAMJJASONDJFMAMJJASONDJFMAMJJASONDJFMAMJJASONDJFMAMJ Complete
$437,184.00
$151,596.88
$151,596.
$417,072.00
PROJECT $626,048.00
MANAGEMENT
$397,440.00
33%
$268,000.00
$88,440.00
$88,440.0
$179,560.00
$357,696.00
$70,752.00
$0.00
$0.00
$70,752.00
PLANNING
33%
$317,952.00
$48,240.00
$5,306.40
$5,306.40
$42,934.00
SYSTEM ENGINEERING
$278,208.00
30%
$93,800.00
$20,636.00
$20,636.0
$73,164.00
$238,464.00
$536.00
$176.88
$176.88
$359.00
$198,720.00 REQUIREMENTS
44%
$10,720.00
$1,179.20
$1,179.20
$9,541.00
$158,976.00
ANALYSIS $3,537.60
$16,080.00
$3,537.60
$12,542.00
0%
$119,232.00
$18,760.00
$6,190.80
$6,190.80
$12,569.00
$79,488.00
INTEGRATION
33%
$10,720.00
$4,716.80
$4,716.80
$6,003.00
$39,744.00
$21,440.00
$11,792.00
$11,792.0
$9,648.00
MISSION OPERATIONS
$0.00
22%
Cost
Work
$72,360.00
405.00
$72,360.00
405.00
$163,480.00
915.00
$69,680.00
390.00
$21,440.00
120.00
$24,120.00
135.00
$16,080.00
90.00
$32,160.00
180.00
22%
$0.00
0.00
24%
$626,048.00
3504.00
33%
$268,000.00
1500.00
0%
$70,752.00
396.00
11%
$48,240.00
270.00
22%
$93,800.00
525.00
33%
$536.00
3.00
TANK
11%
$10,720.00
60.00
VALVES
22%
$16,080.00
90.00
System Engineering Complete
System Engineering Complete
SPACECRAFT ENGINEERING
Summary
BCWP
$755,136.00
SYSTEM TEST PLANNING
9
ACTUAL
(ACWP)
$794,880.00
AB
Project Summary Schedule
TM
$45,264.00
$0.00
I
Baseline Plan
Slack
Critical
ATTITUDE CONTROL
POWER
THERMAL
ORBIT ADJUST PROPULSION
Refresh the Milestones schedule with new MS Project data
Phase 1 Status Report
Project
Stage
2001
Start
Date
End
Date
1/3
1/3
Project meetings
1/8
3/1
Research
1/9
1/26
1/9
1/12
1/19
1/19
1/26
1/26
Development
1/29
2/9
Manufacturing
2/12
2/23
Testing
2/26
3/12
Delivery
3/17
3/17
January
February
Phase 1
March
Phase 2
Contract awarded
Launch
Phase 1 Review
Unit A
Taskforce A
When MS Project data
changes, simply
“refresh” your
Milestones presentation
schedule.
Unit B
Taskforce B
Unit C
Taskforce C
1.0
2.0
Final
Automate your Milestones schedules
Milestones’ OLE automation capabilities enable your programmer to populate a
Milestones schedule from database information, using VB, VBA, C++ or other scripting
language.
Milestones Professional 2004
“exceptional project management software”
“extensive graphics capabilities”
“extensive options”
“simple but comprehensive…powerful enough
to schedule projects from minutes to years”
“A Milestone in project management”
Easy-to-use
Powerful
Flexible
Presentation-ready
“We’ve taken a quantum leap in our group’s ability to
manage our programs and projects professionally.”
Bill Hale, Wright-Patterson AFB
Milestones Professional 2004
Successfully Presenting Your Projects
6-Month Earned Value Report
Project/
Tasks
FY02
July
August
September
ACWP
October
November
BCWP
Status
December
$3,000
Project 1
Research
$2,500
Design
Budget
$1,285
$1,569
$300
$300
$400
$400
$175
$250
$200
$414
$210
$204
$0
$0
$0
$0
$2,000
Procurement
BCWP
$1,500
Use Milestones Professional as:
• Stand-alone project management tool.
• Add-on to Microsoft Project for creating executive-level
presentation reports based on your MPP file’s information.
• Output tool using your custom program between a database
and Milestones.
Production
ACWP
$1,000
Testing
Review
$500
Delivery
$0
BCWP
Budget
ACWP
Earned Value
greate than Cost
Contracts review: 10-15-02
Sign Off: _________________
Cost greater than
Earned Value
Cost/Earned Value
are equal
Completed Task
Incomplete Task
Status
Why Milestones Professional as the presentation tool?
Translate your project details into a brief summary
which clearly conveys the project plan/status
► Populate from Microsoft Project (built-in) or a database (custom)
► Present one or more projects on a single page, at a high level
► Reports:
• Earned value
• Multi-tier reports
• Critical path
• Milestones only
• Finish date status
• Key milestones roll-up
• Budget/Cost
• Stoplight at-a-glance status
► Highlight milestones and project/phase/task hierarchies
► Link additional project data to your report
► Distribution: Web, free Viewer, Word, PowerPoint
Existing reporting mediums
► Microsoft Project reports
Printed Gantt chart
Earned Value Report
Critical Tasks Report
Existing reporting mediums
► Drawing packages: PowerPoint, Visio, Excel
Existing reporting mediums
► 3rd Party Tools: Milestones Professional, Milestones Project Companion,
PERT Chart Expert, WBS Chart Pro,…
Contract Status Report
Projects
Delivery
Date
2004
Jan
Feb
Mar
Apr
May
E D
A BC
All Projects
Jun
Project A
Aug
Sep
Oct
Nov
Dec
Ahead /
Behind
Percent
Complete
6-Month Earned Value Report
E
Project/
A
Tasks
12/15
P1
Jul
B
FY02
DAugust
C
July
September
28%
October
ACWP
November
$3,000
Project 1
P2 A P3
P4
7/7
BP1
$2,500
P2
P3
13%
Budget
P1
C P2
Procurement
P3
P4
$1,569
$300
$300
$400
$400
$175
$250
$200
$414
$210
$204
$0
$0
$0
$0
$2,000
BCWP
12/15
26%
$1,500
C
Production
ACWP
D
P1
Project D
$1,285
P4 B
Design
10/26
Project C
Status
56%
A
Research
Project B
BCWP
December
12/1
P2
Testing
P3
P4
$1,000
22%
D
E
P1
P2
Review
P3
P4
$500
E
► YES: Manually draw fromDelivery
project data
Project E
8/23
32%
$0
Baseline
Project Summary
► YES:
Import data
Delivery
Behind Schedule
BCWP
Phase
End Milestone
Budget
ACWP
Ahead of Schedule
Phase
Start
Contracts review: 10-15-02
Sign Off: _________________
On Schedule
► YES: Automate with a custom program
Earned Value
greate than Cost
Current
Status
Cost greater than
Earned Value
Cost/Earned Value
are equal
Completed Task
Incomplete Task
Status
Sample project status report
► Percent complete status
► Delivery dates
► Baseline/Current finish dates
► Major milestones
Contract Status Report
Projects
Delivery
Date
2004
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
E D
A BC
All Projects
Sep
Oct
E
Nov
Dec
Percent
Complete
B
12/15
28%
A
P1
Project A
Ahead /
Behind
P2 A P3
D C
P4
7/7
56%
A
BP1
Project B
10/26
Project C
12/15
P2
P3
P4 B
13%
P1
C P2
P3
P4
26%
C
D
P1
Project D
P2
P3
P4
12/1
22%
D
E
P1
Project E
P2
P3
P4
E
8/23
32%
Baseline
Project Summary
Phase End Milestone
Phase
Start
Delivery
Behind Schedule
Ahead of Schedule
On Schedule
Current
Status
Sample project status report
► Phase status (drill-down)
Contract Status Report
Projects
Delivery
Date
2004
Jan
Feb
Mar
Apr
May
Jun
Jul
E D
A BC
All Projects
Aug
Sep
Oct
E
Nov
Dec
Ahead /
Behind
B
12/15
28%
A
P1
Project A
Percent
Complete
P2 A P3
D C
P4
7/7
56%
A
P1
Phase 1
2/17
Phase 2
3/24
Phase 3
4/28
Phase 4
7/7
100%
P2
100%
A P3
47%
P4
0%
A
Baseline
Project Summary
Phase End Milestone
Phase
Start
Delivery
Behind Schedule
Ahead of Schedule
On Schedule
Current
Status
Sample project status report
► Phase status (drill-down)
► Planned and current costs
► Forecasted costs
Sample project status report
► Forecasted costs
► Earned value
► Phase status (drill-down)
► Planned and current costs
6-Month Earned Value Report
Project/
Phases
FY04
July
August
September
ACWP
October
Project 1
Research
Design
Budget
Budget
$3,000
$1,185
$1,608
$2,975
$2,500
$200
$300
$300
Status
$400
$400
$400
$175
$250
$250
$200
$420
$725
$210
$239
$400
$0
$0
$350
$0
$0
$550
$2,000
Procurement
BCWP
$1,500
Production
$1,000
Testing
ACWP
Review
BCWP
November December
$500
Delivery
$0
BCWP
Budget
ACWP
Earned Value
greater than Cost
Contracts review: 10-15-04
Sign Off: _________________
Cost =
Earned Value
Cost greater than
Earned Value
Completed Task
Incomplete Task
Status
Reporting from Microsoft Project
How do you get
from database
details...
Aerospace Company
Status Review Meeting
7/15/03
Summary of All Projects
FY03
Projects
FY04
Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb
Design
Prototype
PDR
CDR
GO/
NO-GO
Status Review
NOTES
Sign Off
DEL
Space Station
CDRL 1
CDRL 2 CDRL 3 CDRL 4 CDRL 5
Design Prototype
PDR
CDR
DEL
Booster
CDRL 1
Design
CDRL 2 CDRL 3
Prototype
CDRL 4
CDRL 5
PDR CDR
DEL
RPV
CDRL 1
CDRL 2
Design Prototype
PDR
CDRL 3
CDRL 4
CDR
CDRL 5
DEL
Strike System
CDRL 1
CDRL 2
DesignPrototype PDR CDR
...to a top-level
summary?
CDRL 3
CDRL 4
DEL
CDRL 5
Nuclear Umbrella
CDRL 1 CDRL 2 CDRL 3
Phase End
CDRL
CDRL 4
CDRL 5
Slipped Milestone
No Go
Go
Reporting from Microsoft Project
► MS Project-to-Milestones Professional import wizard
Choose from the initial
report format categories,
and then from more
detailed report formats.
Critical tasks report
► Report status of critical tasks, only, by importing a filtered schedule.
.
Aerospace Project Plan
Page 1 of 1
WBS
9/9/03
Name
'98
'99
'00
'01
Remaining
Cost
2
2.6
3
SYSTEM ENGINEERING
System Engineering
Complete
Resource
Initials
%
Cost
24%
$213,648
$161,844
10%
$26,800
$24,227
24%
$658,048
$506,451
33%
$536
$359
J,B,H
15%
$45,560
$38,726
J,B,H
Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3
System Engineering Complete
SPACECRAFT
ENGINEERING
J,B,H
3.5
ORBIT ADJUST
PROPULSION
3.13
CONTAINMENT
SYSTEM
3.14
Spacecraft Engineering
Complete
12%
$0
$0
J,B,H
9.11
Assurance and Testing
Complete
22%
$0
$0
J,B,H
Summary
CONTAINMENT SYSTEM
Current Plan
Baseline
Finish dates report
▼ Display all finish dates
► Finish dates rolled-up
.
Project Plan
Page 1 of 7
%
Complete
9/9/03
'99
Name
Status
Q1
60.00%
Q2
Task 1
50.00%
Task 1-1
100.00%
Task 1-2
31.00%
Task 1-3
Task 1-1
Task 1-3
Task 1-3-A
0.00%
Task 1-3-B
Task 1-4
0.00%
Task 1-5
0.00%
Task 2
20.00%
Task 3
• Finish date milestones
Task 1-2
50.00%
0.00%
Q3
Task 1
Task 1-3-A
Task 1-3-B
Task 1-5
Task 3-1
Task 3-1
80.00%
Task 3-2
Task 3-2
16.00%
Task 3-3
0.00%
Task 3-4
– In progress
– Complete
Task 3-3
• Percent Complete
Task 3-4
0.00%
31.00%
27.00%
37.00%
Task 4
Task 4-1
Task 4-2
Task 4-2
Task 5
Task 5-1
40.00%
Task 5-2
20.00%
Task 5-3
Not Started
Task 4
Task 4-1
80.00%
– Not started
Task 2
Task 3
100.00%
29.00%
• Stoplight status:
Task 1-4
Task 5
Task 5-1
Task 5-2
Task 5-3
In Progress
Completed
Critical
Finish
Summary
Finish dates report
► Display all finish dates
▼ Finish dates rolled-up
.
Presentation Timeline of End Dates
'99
Project
Q2
Q3
Q4
Q1
(3) Task 1-3
(1) Task 1-2
(5) Task 1-5
Task 1
(2) Task 1-1
(4) Task 1-4
Task 2
(3) Task 3-3
(1) Task 3-1
Task 3
(2) Task 3-2
(4) Task 3-4
(1) Task 4-1
Task 4
(2) Task 4-2
(3) Task 5-2
(1) Task 5-1
(5) Task 5-5
Task 5
(2) Task 5-3
(4) Task 5-4
(5) Task 8-5
(3) Task 8-3
(1) Task 8-1
(11) Task 8-11
(9) Task 8-9
(7) Task 8-7
(15) Task 8-15
(13) Task 8-13
Task 8
(2) Task 8-2
(8) Task 8-8
(4) Task 8-4
(10) Task 8-10
(6) Task 8-6
(14) Task 8-14
(16) Task 8-16
(12) Task 8-12
(3) Task 9-3
(1) Task 9-1
Task 9
(2) Task 9-2
A budget takes the fun out of money.
Budget status report
— Mason Cooley, U.S. aphorist
▼ Budget, cost, variance
▼Graph by time period & cumulative
Quarterly Budget Status Review
2003
%
Cmplt.
Task
2004
FY03
Q2
62%
** Dollars in Millions
Q3
2005
FY04
Q4
Q1
FY05
Q2
Q3
Q4
Ordn Missile
Q1
Q2
Software
FY06
Q3
Q4
Environ
Budget
Cost
to Date
$3,450
$2,630
$820
$1,250
$800
$450
$1,000
$700
$300
$550
$600
($50)
$100
$100
$0
$500
$425
$75
$50
$5
$45
Variance
Q1
DoD Aerospace Project
Aircraft
52%
Aircraft
67%
Electronic
100%
Missile
100%
80%
9%
Electronic
3/05
Missile
6/04
Ordn
3/04
Ordnance
Software
12/04
Software
Environ
7/05
Environmental
Cost to date
Budget
Cost to date
Budget
10/05
Aircraft
$206
$171
$780
$585
$390
$195
$0
Cumulative costs $206
Cumulative budget
$171
Cumulative costs
$418
$389
$398
$359
$491
$433
$783
$711
$290
$272
$45
$428
$393
$187
$106
$0
$2
$623 $1,021 $1,513 $2,296 $2,585 $2,630
$560 $919 $1,352 $2,063 $2,334 $2,762 $3,155 $3,342 $3,448 $3,448 $3,450
$3,448
$2,586
$1,724
$862
$0
Cumulative budget
Baseline
Phase 1
Phase 2
Phase 3
Complete /
Delivery
Project
Review
Reporting earned value
▼ Earned value for the “detailed numbers person”
Reporting earned value
▼ Earned value for the visual (graph), numbers (columns), and spatial (timeline)
Contract Review
Earned Value Report
Project /
Tasks
BCWP = ACWP
BCWP > ACWP
ACWP > BCWP
Summary
Status
Task
2002
October
Budget ACWP
November
BCWS BCWP
December
$4,000
All Projects
Project 1
PRCNT
CMPLT
SV
CV
$4,025
$2,604
$3,004
$3,256
74.6%
$254
$653
$950
$772
$844
$867
88.9%
$23
$95
$300
$220
$300
$300
100.0%
$0
$80
$400
$360
$400
$400
100.0%
$0
$40
$250
$192
$144
$167
66.7%
$23
($25)
$1,300
$922
$1,019
$1,121
78.4%
$102
$199
$725
$475
$577
$636
87.8%
$59
$161
$225
$150
$166
$188
83.3%
$22
$38
$350
$297
$276
$297
84.8%
$21
$0
$1,775
$910
$1,140
$1,269
64.2%
$129
$359
$550
$300
$420
$450
81.8%
$30
$150
$800
$450
$540
$600
75.0%
$60
$150
$425
$160
$180
$219
51.5%
$39
$59
$3,500
Task 1-A
BCWP
Task 1-B
Budget
$3,000
Task 1-C
$2,500
Project 2
ACWP
Task 2-A
$2,000
Task 2-B
Task 2-C
Project 3
$1,500
$1,000
Task 3-A
Task 3-B
$500
Final
Review
Task 3-C
BCWP
Budget
ACWP
$0
Schedule Variance = BCWP - BCWS
Cost Performance Index = BCWP / ACWP
Cost Variance = BCWP - ACWP
Schedule Performance Index = BCWP / BCWS
Baseline and current dates
▼Juxtapose baseline and current dates
Baseline and current dates
▼Juxtapose baseline and current finish dates as dates, milestones, and stoplights
.
Aerospace Project Plan
9/9/03
'98
'99
'00
'01
Baseline
Finish
Scheduled
Finish
7/9/98
9/1/98
PROJECT MANAGEMENT
8/1/98
9/1/98
PLANNING
9/9/99
12/1/99
REQUIREMENTS
1/7/99
1/19/99
ANALYSIS
3/4/99
3/30/99
INTEGRATION
5/6/99
5/25/99
6/17/99
7/6/99
SYSTEM TEST PLANNING
9/9/99
9/22/99
System Engineering Complete
9/9/99
12/1/99
SPACECRAFT ENGINEERING
6/12/01
6/12/01
COMMAND AND CONTROL
12/2/99
12/2/99
6/5/00
6/5/00
POWER
10/9/00
10/9/00
THERMAL
6/11/01
6/11/01
THERMAL
0
ORBIT ADJUST PROPULSION
6/12/01
6/12/01
ORBIT ADJUST PROPULSION
0
TANK
1/29/98
1/29/98
VALVES
3/12/98
3/12/98
THRUSTER
4/30/98
4/30/98
THRUSTER
0
DESIGN
5/28/98
5/28/98
DESIGN
0
FABRICATE
7/23/98
7/23/98
ASSEMBLE
8/20/98
8/20/98
TEST
9/17/98
9/17/98
Project
PROJECT MANAGEMENT
PLANNING
SYSTEM ENGINEERING
MISSION OPERATIONS
ATTITUDE CONTROL
Baseline Finish
Scheduled Finish
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2
Ahead/
Behind
Status
38
22
59
SYSTEM ENGINEERING
8
REQUIREMENTS
18
ANALYSIS
12
INTEGRATION
13
MISSION OPERATIONS
9
SYSTEM TEST PLANNING
Sy stem Engineering Complete
SPACECRAFT ENGINEERING
COMMAND AND CONTROL
ATTITUDE CONTROL
POWER
59
0
0
0
0
0
TANK
0
VALVES
0
FABRICATE
0
ASSEMBLE
0
TEST
Ahead of
Schedule
On target
Behind
Schedule
Baseline and current dates
▼Juxtapose baseline and current task bars, start/finish dates and duration
Project Baseline and Current Status
Project
& Phase
2004
Base/Act Current Current Current Baseline Baseline Baseline
Finish
Start Duration Finish
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Variance Duration Start
1/14
11/19
Project ABC
1/20
1/14
-34
280d
1/14
11/19
1/20
246d
11/19
11
48d
1/14
3/1
1/20
59d
3/18
7
28d
2/19
3/17
2/25
35d
3/30
2
30d
3/25
4/23
3/23
32d
4/23
-11
55d
5/3
6/26
5/9
44d
6/21
-43
117d
6/30
10/24
8/12
74d
10/24
0
1d
11/7
11/7
11/7
1d
11/7
0
1d
11/19
11/19
11/19
1d
11/19
11/19
3/1
Research
1/20
3/18
2/19 3/17
Development
2/25
Prototype
production
3/30
3/25 4/23
3/23 4/23
5/3
6/26
Testing
5/9
6/21
6/30
Final
production
10/24
8/12
10/24
11/7
Approval
11/7
11/19
Delivery
11/19
Current Dates / Completed
Current Dates / Incomplete
Baseline Dates
Baseline and current values
▼Juxtapose baseline and current costs as values, graph, and stoplights
Project Status Report
Baseline vs. Current Costs and Finish Dates
Revised Baseline
Finish
Finish
Baseline
Cost
Current
Costs
6/23
$500,000
$400,000
$100,000
10/17
10/1
$750,000
$800,000
($50,000)
Phase 3
2/19
2/20
$450,000
$350,000
$100,000
Phase 4
6/29
7/5
$500,000
$100,000
$400,000
$900,000
$0
$900,000
Percent
Complete
Phase
100%
Phase 1
6/13
100%
Phase 2
100%
66%
2003
Q1
Q2
2004
Q3
Q4
Q1
Q2
Q3
Q4
Cost
Variance
Delivery
98%
Phase 5
12/9
11/2
Baseline Costs
$600,000
Current Costs
$400,000
$200,000
$0
Cumulative Baseline Costs
$3,000,000
Cumulative Current Costs
$2,000,000
$1,000,000
$0
Baseline Track
Revised Track
Current Status
Delivery
At-a-glance stoplight reports
▼Shapes and colors to indicate health
Project/
Employee
Summary
Ahead of schedule
Task is in progress
On Budget
Phase Complete
On schedule
Task is complete
Over Budget
Phase Incomplete
Behind schedule
Days to
Completion
Under Budget
2004
Cost
Status
Q1
January
February
Ahd/Bhd
Status
Q2
March
April
May
Percent
Project
Complete Manager
June
Project A
0
$100
100%
Phase 1
0
$0
100%
Phase 2
0
$200
100%
Phase 3
0
($100)
100%
Project B
5
$50
95%
Phase 1
0
$50
100%
Phase 2
0
$0
100%
Phase 3
5
$0
77%
Project C
47
$150
48%
Phase 1
0
$50
100%
Phase 2
22
$0
33%
Phase 3
25
$100
0%
Joe
Mary
Bill
Highlight milestones and schedule hierarchies
▼In a sea of start dates, end dates, rows of activities, and columns of data,
Valley Commercial
how can the major milestones
and Construction
activity rows stand out?
Smith Interior Remodel
2004
4745 Palm Ave. • Fullerton, CA
Job No.: 980045.05 • Cmpl.: 04/15/02
February
2
9
16
► Move major milestones
to summary
lines
Soft Demo
March
23
1
8
15
Start
April
22
29
5
12
19
Finish Critical
?
26
2/10
2/18
Sawcut & Demo-Structural
2/14
2/18
HVAC-Rough
2/17
3/17
Wall Saw & Demo
2/18
2/24
Structural Concrete-Rebar
2/21
2/27
Skylights
2/21
3/10
Aerospace
Plan
Electrical-Rough/Finish
2/21 Project
4/21
Overhead Doors
2/26
3/1
Page 1 of 3
Inspection-Structural Rebar
2/27
2/27
'98
Major
Structural Concrete-Pour
2/28 '99
3/3
Name
Milestone
Service/Repair Elevator
2/28 Q2 3/3
Q1 Q2 Q3 Q4 Q1
Q3 Q4 Q1 Q2
Structural Steel-Install
3/3
3/13
PROJECT MANAGEMENT
False PROJECT MANAGEMENT
T-bar Grid Repair
3/9
3/17
PLANNING
False
PLANNING
Inspection-Walls
3/10
3/10
Inspection-Drywall Screw
3/14
3/14
SYSTEM ENGINE
False SYSTEM ENGINEERING
REQUIREMENTS
Mud & Tape
3/14
3/21
False
REQUIREMENTS
Mezzanine Demo
3/15
3/24
ANALYSIS
Doors/Frame/Hardware
3/21
3/24
False
ANALYSIS
INTEGRATION
Spiveco Equip Move-In
3/24
3/24
Aerospace Project
Plan
False
INTEGRATION
T.C.O. from City
3/24
3/24
MISSION OPERATIONS
9/9/03
False
MISSION OPERATIONS
Ceiling Tile
3/31
4/11
SYSTEM TEST PLANNING
Inspection-Ceiling
3/31
4/4
False
SYSTEM TEST PLANNING
'98
'99
'00
'01
Baseline
Baseline
Paint
4/11
4/19
System Engineering Complete
Start 4/13
Finish
Q3 Q4System
Q1Engineering
Q2 Complete
Q3 Q4 Q1 Q2
Carpet Q1 Q2 Q3 Q4 Q1 Q2 False
4/20
Inspection-Elec, Mech & Fire
4/20
4/2001/14/99
False SPACECRAFT ENGINEERING
01/14/99
COMMAND AND CONTROL
Inspection-Building Final
4/24
4/27
► Enlarge the physical size of the milestone
.
► Use striking colors, like red
► Circle major milestones
► Use shapes which convey a sense of a major event
► Use a column which marks major tasks
► Filter to display only the major activities
.
► Shade by outline level
Page 1 of 1
Major
Milestone
True
True
Name
Spacecraft Engineering
Complete
Assurance and Testing
Complete
True
Softw are Complete
True
Space Vehicle Completed
False
Critical Path
COMMAND AND CONTROL
Project Status
Review
False
ATTITUDE Critical
CONTROLMilestone
False
POWER
False
THERMAL
01/14/99
Critical Task 01/14/99
09/09/99
01/14/99
Normal
Task
01/14/99
09/09/99
ATTITUDE
Multi-tiered reports from multiple source files
► Transform lots of project files...
6-Month Earned Value Report
Project/
Tasks
...into mid-management reports...
FY02
July
August
September
ACWP
October
November
BCWP
Status
December
$3,000
Project 1
$1,285
$1,569
$300
$300
.
Research
$2,500
Aerospace Project$400
Plan
Design
Procurement
'03
TASK
'04
'05
'06
BASELINE
ACTUAL
$175
$250
COST
(ACWP)
BCWPQ1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2
$1,500
$1,440,000
Project Summary
Production
PROJECT MANAGEMENT
$1,260,000
$1,000
$1,319,632
27%
$54,270
$72,360
75%
$44,535
$163,480
19%
$210
$0
$500
$626,048
$51,804
$0
Project
$151,597 Status
$626,048Report
23%
$151,597
Baseline vs. Current Costs and Finish Dates
$900,000
$0$536
$0$177 2003 $177
Revised Baseline
$0
Finish
Finish
Q1
Q2
Q3
Percent
Complete
Phase
100%
Phase 1
MECHANICAL
BCWP
Budget
ACWP
$204
$163,480
AIRBORNE SUPPORT
EQUIPMENT
%
$380,232
$69,546
$1,080,000
Delivery
BCWS
$402,777
$414
$72,360
SYSTEM ENGINEERING
SPACECRAFT ENGINEERING
BCWP
$1,319,632
$200
ACWP
Testing
Review
$400
Earned Value
$2,000Report
Budget
$32,160
$720,000
$7,075
$536
Q4
$7,075
$32,160
33%
Q1
22%
2004
Q2
Q3
Q4
Contracts review: 10-15-02
8/1
8/11
$11,792
Sign Off:$26,800
_________________
ELECTRICAL
$11,792
$26,800
44%
$5,896
$26,800
22%
Baseline
Cost
Current
Costs
$500,000
$400,000
Cost
Variance
$100,000
$750,000
$800,000
($50,000)
$450,000
$350,000
$540,000
Cost greater than
Earned Value
Phase 2
100%
THERMAL CONTAMINATION
Earned Value
greate than Cost
Cost/Earned Value
are equal
Completed Task
12/5
11/19
$26,800
Incomplete
$360,000
PRODUCT ASSURANCE
100%
Phase 3
32%
Phase 4
QUALITY ASSURANCE
Baseline Cost
BCWP
BCWS
ACWP
Summary
4/8
Status
Projects
Budget
Report
$177
$536
33%
$536
$177
$198,856
$53,241
4/9
$180,000
LAUNCH SYSTEM
INTEGRATION
$5,896
Task
8/17
$172,056
Phase 5
Status
Project $51,472
1
12/15
Jan
Feb
30% 1/27
$600,000
Current Costs
$400,000
3/28$900,000
$1,000,000
Slack
2/22
5/12
4/27
3/30
Construction
Construction
Budget
$7,500
Remaining Funds
$5,000
$0
Contract Status Report
Delivery
Date
2004
Jan Feb Mar
Apr May Jun
Jul
Aug Sep Oct Nov Dec
Ahead /
Behind
Percent
Complete
E D
All Projects
12/15
28%
A BC
P1
Project A
P2
A
P3
E
B
D C
P4
7/7
56%
A
A
P1
Project B
10/26
Project C
12/15
P2
P3
P4
13%
B
B
P1
P2
P3
P4
26%
C
C
D
P1
Project D
12/1
Project E
8/23
P2
P3
P4
22%
D
E
P1
P2
P3
$600
$1,800
$1,600
$200
P4
32%
E
Current Status
Project Summary
Phase End Milestone
Phase Start
Delivery
Behind Schedule
Ahead of Schedule
On Schedule
$600
$600
$1,000
$200
$1,700
$2,300
$1,000
6/21
7/29
7/9
$0
$1,100
($100)
$3,000
$600
$2,400
$3,200
$2,300
$900
$1,500
$1,500
$0
$1,700
$800
$900
Proposal Due
Update Due
Final Report
$2,500
Projects
$600
Under Budget
No funds remain
Over Budget
$10,000
Costs to date
$0
$1,200
$600
5/2
5/10
$800
$4,000
7/22
4/4
Remaining
Funds
$1,400
$800
$1,200
4/12
Current
Status
4/27
3/24
Costs
to Date
$2,000
6/14
4/25
Project 4Revised Track
Budget
Amount
5/22
3/11
Design
...and one top level report of key
milestones from the mid-level reports...
$900,000
6/6
3/23
2/26
Design
$0
$0
Jul
Aug
$400,000
7/24
7/5
3/19
Construction
Project 3
Baseline Track
6/17
4/6
2/13
Design
$0
$2,000,000
3/2
Project 2
$200,000
$3,000,000
Cumulative Current Costs
Apr
Jun
$500,000May$100,000
5/11
Construction
Current Schedule
Cumulative Baseline Costs
Mar
3/12
Design
12/21
Baseline Costs
Baseline Schedule
$172,056
$100,000
2004
Funding27%
$198,856
$51,472
$0
0%
Project
$53,241
Name
8/23
Detailed Source
Schedules
Mid-Level Reports
of Key Source Data
Top-Level Report of
Key Mid-Level Data
6-Month Earned Value Report
Project A
Project/
Tasks
FY02
July
August
September
ACWP
October
November
$3,000
Research
$1,569
$300
$300
$400
$400
$175
$250
$200
$414
$210
$204
$0
$0
$0
$0
$2,000
Budget
Procurement
Status
$1,285
$2,500
Design
Import filtered data
BCWP
December
Project 1
BCWP
$1,500
Production
ACWP
$1,000
Testing
Review
REFRESH
$500
Delivery
$0
BCWP
Budget
ACWP
Contracts review: 10-15-02
Sign Off: _________________
Earned Value
greate than Cost
Cost greater than
Earned Value
Project B & C
Cost/Earned Value
are equal
Completed Task
Incomplete Task
Status
Project Status Report
Baseline vs. Current Costs and Finish Dates
Import filtered data
REFRESH
Revised Baseline
Finish Finish
Baseline
Cost
Current
Costs
8/11
$500,000
$400,000
$100,000
12/5
11/19
$750,000
$800,000
($50,000)
4/8
4/9
$450,000
$350,000
$100,000
Percent
Complete
Phase
100%
Phase 1
8/1
100%
Phase 2
100%
Phase 3
32%
Phase 4
8/17
0%
Phase 5
12/15
2003
Q1
Q2
2004
Q3
Q4
Q1
Q2
Q3
Q4
Cost
Variance
8/23
$500,000
$100,000
$400,000
12/21
$900,000
$0
$900,000
Baseline Costs
$600,000
Current Costs
$400,000
$200,000
$0
Cumulative Baseline Costs
$3,000,000
Cumulative Current Costs
$2,000,000
U
D
A
T
E
Contract Status Report
Projects
2004
Jan Feb Mar
Apr May Jun
L
I
N
K
S
Aerospace Project Plan
Earned Value Report
'03
'04
'05
'06
BASELINE ACTUAL
COST
(ACWP)
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2
$1,440,000
PROJECT MANAGEMENT
Import filtered data
BCWP
BCWS
%
$1,319,632
$402,777
$380,232
$1,319,632
27%
$72,360
$69,546
$54,270
$72,360
75%
$163,480
$51,804
$44,535
$163,480
19%
$626,048
$151,597
$151,597
$1,260,000
SYSTEM ENGINEERING
$1,080,000
SPACECRAFT ENGINEERING
AIRBORNE SUPPORT
EQUIPMENT
$900,000
MECHANICAL
$720,000
$626,048
23%
$536
$177
$177
$536
33%
$32,160
$7,075
$7,075
$32,160
22%
$26,800
$11,792
$11,792
$26,800
44%
$26,800
$5,896
$5,896
$26,800
22%
$536
$177
$177
$536
33%
$198,856
$53,241
$53,241
$198,856
27%
$172,056
$51,472
$51,472
$172,056
30%
ELECTRICAL
$540,000
REFRESH
THERMAL CONTAMINATION
$360,000
PRODUCT ASSURANCE
QUALITY ASSURANCE
$180,000
LAUNCH SYSTEM
INTEGRATION
$0
Baseline Cost
BCWP
BCWS
ACWP
Summary
Project E
Baseline Schedule
Current Schedule
Slack
Projects Budget Report
Project
Name
Funding
Status
Project 1
2004
Jan
Feb
1/27
Mar
2/13
Design
2/22
5/12
4/27
3/30
Construction
3/24
Design
Remaining Funds
$10,000
$7,500
$5,000
$2,500
$0
Remaining
Funds
$1,400
$800
$800
$0
$1,200
$600
$600
$600
$1,800
$1,600
$200
$600
$600
$1,200
$1,000
$200
$4,000
$1,700
$2,300
$1,000
$1,100
($100)
$3,000
$600
$2,400
$3,200
$2,300
$900
$1,500
$1,500
$0
$1,700
$800
$900
6/21
7/29
5/2
5/10
Costs
to Date
$2,000
6/14
7/22
4/27
Budget
Amount
5/22
4/12
4/4
Construction
Costs to date
6/6
4/25
Project 4
Aug
3/11
3/23
2/26
Design
Jul
7/24
7/5
3/19
Construction
Project 3
Budget
Jun
6/17
3/28
4/6
Project 2
REFRESH
May
5/11
3/2
Construction
Import filtered data
Apr
3/12
Design
Percent
Complete
P1
Project A
P2
A
P3
E
B
D C
P4
7/7
56%
A
A
P1
P2
P3
P4
10/26
13%
B
Current Status
.
Project Summary
Ahead /
Behind
28%
A BC
B
Revised Track
TASK
Aug Sep Oct Nov Dec
12/15
$0
Baseline Track
Project D
Jul
E D
All Projects
Project B
$1,000,000
Delivery
Date
7/9
Under Budget
No funds remain
Over Budget
Proposal Due
Update Due
Final Report
$0
P1
Project C
P2
P3
P4
12/15
26%
C
C
D
P1
Project D
P2
P3
P4
12/1
22%
D
E
P1
Project E
P2
P3
P4
8/23
32%
E
Current Status
Project Summary
Phase End Milestone
Phase Start
Delivery
Behind Schedule
Ahead of Schedule
On Schedule
Link other data to your report
► Challenge: Fit lots of data into a single page
• Cost spreadsheets
• More detailed schedules
• Research reports
• PERT charts
• AutoCAD drawings
6-Month Earned Value Report
Project/
Tasks
FY02
July
August
September
ACWP
October
November
$3,000
Project 1
Research
$2,500
Design
Budget
Procurement
BCWP
Status
December
$1,285
$1,569
$300
$300
$400
$400
$175
$250
$200
$414
$210
$204
$0
$0
$0
$0
$2,000
BCWP
$1,500
Production
ACWP
$1,000
Testing
Review
$500
Delivery
$0
BCWP
Budget
ACWP
Earned Value
greate than Cost
Contracts review: 10-15-02
Sign Off: _________________
Cost greater than
Earned Value
Cost/Earned Value
are equal
Completed Task
► Solution: Link from symbols to documents for quick access
Incomplete Task
Status
AutoCAD drawing
attached to the
Design end date
Link other data to your report
Research Report
attached to the
Research start date
6-Month Earned Value Report
Project/
Tasks
FY02
July
August
September
ACWP
October
November
$3,000
Project 1
Research
$2,500
Design
Budget
Procurement
BCWP
Status
December
$1,285
$1,569
$300
$300
$400
$400
$175
$250
$200
$414
$210
$204
$0
$0
$0
$0
$2,000
BCWP
$1,500
Production
ACWP
$1,000
Testing
MS Project schedule
with detailed
Production data
Review
$500
Delivery
$0
BCWP
Budget
ACWP
Earned Value
greate than Cost
Contracts review: 10-15-02
Sign Off: _________________
Cost greater than
Earned Value
Cost/Earned Value
are equal
Completed Task
Financials Report
attached to the
status milestone
Incomplete Task
Status
Distribute and share your presentation
► Use Internet Publishing Wizard to create web page of high-level report with drill-down
▲ Click an activity
to see it’s details.
Distribute and share your presentation
► Open with reader (free Viewer)
► Paste into PowerPoint or Word
► Upload to a shared e-room
► Share in a network folder
Milestones for successful project presentations
The project report is:
 Objective
 Clear and concise
Projects Budget Report
Project
Name
Funding
Status
Project 1
2004
Jan
Feb
1/27
Mar
3/12
Design
3/2
2/13
Design
2/22
5/12
7/24
6/6
3/11
5/22
2/26
Design
4/27
3/30
Construction
6/14
4/12
4/25
Project 4
3/24
Design
7/22
4/27
6/21
4/4
Construction
7/29
5/2
5/10
$10,000
$7,500
$5,000
$2,500
$0
 Able to drill-down to details from the summary
 Able to show impact when dates or values change
 Separated into distinct areas of focus
Aug
7/5
3/23
Project 3
Remaining Funds
6/17
Jul
3/28
3/19
Construction
Costs to date
Jun
4/6
Project 2
Budget
May
5/11
Construction
 Easily interpreted
Apr
7/9
Budget
Amount
Costs
to Date
Remaining
Funds
$2,000
$1,400
$600
$800
$800
$0
$1,200
$600
$600
$1,800
$1,600
$200
$600
$600
$0
$1,200
$1,000
$200
$4,000
$1,700
$2,300
$1,000
$1,100
($100)
$3,000
$600
$2,400
$3,200
$2,300
$900
$1,500
$1,500
$0
$1,700
$800
$900
Under Budget
No funds remain
Over Budget
Proposal Due
Update Due
Final Report
EVMS Solution: Automated schedule production
Create your own
custom interface
between a database
and Milestones.
Earned Value Report Built Through Automation
Milestones Professional 2002
3/31/04
2003
#
Phase
WBS
Manager
J
F M A M J
Q1
1
2
2
2
1
2
2
2
2
2
1
2
2
2
2
2
2
2
2
1
2
2
2
2
Phase 1
Phase 1-1
Phase 1-2
Phase 1-3
Phase 2
Phase 2-1
Phase 2-2
Phase 2-3
Phase 2-4
Phase 2-5
Phase 3
Phase 3-1
Phase 3-2
Phase 3-3
Phase 3-4
Phase 3-5
Phase 3-6
Phase 3-7
Phase 3-8
Phase 4
Phase 4-1
Phase 4-2
Phase 4-3
Phase 4-4
1
1.1
1.2
1.3
2
2.1
2.2
2.3
2.4
2.5
3
3.1
3.2
3.3
3.4
3.5
3.6
3.7
3.8
4
4.1
4.2
4.3
4.4
BCWP
J
A S O N D
Q3
Q4
J
F M A M J
Q1
Jane
John
Patrick
Glen
Mary
Donald
Sue
Cariel
Jackie
Carl
Kirk
Dave
Jane
Earl
Jane
Dave
Kirk
Carl
Jackie
Cariel
Sue
Donald
Mary
Jim
ACWP
BCWP
ACWP
Q2
2004
$9,330.00
$7,775.00
$6,220.00
$4,665.00
$3,110.00
$1,555.00
$0.00
$585.16 $3,016.85
$644.14 $3,340.77
$5,055.19
$5,623.63
$6,858.96 $8,346.00
$7,646.87 $9,331.00
Q2
J
A S O N D
Q3
ACWP
BCWP
$1,001.00
$200.00
$345.00
$456.00
$3,026.00
$999.00
$342.00
$543.00
$800.00
$342.00
$2,991.00
$444.00
$555.00
$332.00
$332.00
$332.00
$332.00
$332.00
$332.00
$1,328.00
$332.00
$332.00
$332.00
$332.00
$1,021.0
$220.00
$345.00
$456.00
$3,210.0
$1,010.0
$400.00
$600.00
$800.00
$400.00
$3,500.0
$500.00
$600.00
$400.00
$400.00
$400.00
$400.00
$400.00
$400.00
$1,600.0
$400.00
$400.00
$400.00
$400.00
Q4
EVMS Solution: Import data from Microsoft Project
Use the built-in import
wizard for creating
presentation-ready
earned value reports.
Contract Review
Earned Value Report
Project /
Tasks
BCWP = ACWP
BCWP > ACWP
ACWP > BCWP
Summary
Status
Task
2002
October
Budget ACWP
November
BCWS BCWP
December
$4,000
All Projects
Project 1
PRCNT
CMPLT
SV
CV
$4,025
$2,604
$3,004
$3,256
74.6%
$254
$653
$950
$772
$844
$867
88.9%
$23
$95
$300
$220
$300
$300
100.0%
$0
$80
$400
$360
$400
$400
100.0%
$0
$40
$250
$192
$144
$167
66.7%
$23
($25)
$1,300
$922
$1,019
$1,121
78.4%
$102
$199
$725
$475
$577
$636
87.8%
$59
$161
$225
$150
$166
$188
83.3%
$22
$38
$350
$297
$276
$297
84.8%
$21
$0
$1,775
$910
$1,140
$1,269
64.2%
$129
$359
$550
$300
$420
$450
81.8%
$30
$150
$800
$450
$540
$600
75.0%
$60
$150
$425
$160
$180
$219
51.5%
$39
$59
$3,500
Task 1-A
BCWP
Task 1-B
Budget
$3,000
Task 1-C
$2,500
Project 2
ACWP
Task 2-A
$2,000
Task 2-B
Task 2-C
Project 3
$1,500
$1,000
Task 3-A
Task 3-B
$500
Final
Review
Task 3-C
BCWP
Budget
ACWP
$0
Schedule Variance = BCWP - BCWS
Cost Performance Index = BCWP / ACWP
Cost Variance = BCWP - ACWP
Schedule Performance Index = BCWP / BCWS
Easy-to-use as stand alone
or add-on to MS Project
Powerful
Flexible
Presentation-ready