Make an Earned Value report that shows with a Change Log (showing baseline Cumulative and Current Period EV changes from one period to the next) Steps Description / Image Using the project from the last exercise, advance the Reporting Period End Date to 04/26/2015 Select from the menu Project Information Project Change the to 4/26/2015 and click Ok Status date Status all through the new status date Find tasks occurring prior to the Status date requiring updates using Tip use SSI Analysis Tools / Schedule Integrity – to find these tasks using the Invalid Status audit Audits If using Project 2010 or 2013, mark these task as being on track using Microsoft Project’s Mark on Track tool on the Task menu If using Project 2003 or 2007, mark these task as being on track using Microsoft Project’s Update as Scheduled tool on the toolbar. Or use Tracking / from the menu as Tracking Update Project Tools shown below Update as Scheduled on Tracking Toolbar from Update Project Tools / Tracking a new Work Package, an Existing Work This step demonstrates how Changes logs are created by Add Delete Package and for another Work SSI If a Change log is added to an Earned Value Change the Baseline Package report it will appear in the reports Excel workbook as a Select row 37 and change its WP ID to separate worksheet named ChangeLog. SSI Tools will identify this as a WP2.8.X. New Work since its value did not exist in the prior Package reporting period. At the same time, SSI Tools will no longer find in the current record set so it will Set Baseline for Selected only WP2.8 identify it as a Deleted Work Package Select rows 56 57 and reset their baseline by selecting – from the menu (Project 2010 - Set Baseline Project 2013 users) or from / if Set Baseline Tools Tracking using Project 2003 2007 – Be careful to for Set Baseline Selected tasks (rather than for the by carefully completing the Entire project) form as shown by the example to the right and for to the database Post Task Task Usage All Tasks Click on the Post Data for the Period ending 04/26/2015 Performance Vs. Baseline Performance group of the And Earned Value SSI Analysis Tools ribbon in Microsoft Project
Make an Earned Value report that shows Cumulative and Current Period EV with a Change Log (showing baseline changes from one period to the next) Steps Description / Image Using the project from the last exercise, advance the Reporting Period End Date to 04/26/2015 Select Project Information from the Project menu Change the Status date to 4/26/2015 and click Ok Status all through the new status date Find tasks occurring prior to the Status date requiring updates using Tip – use SSI Analysis Tools / Schedule Integrity Audits to find these tasks using the Invalid Status audit If using Project 2010 or 2013, mark these task as being on track using Microsoft Project’s Mark on Track tool on the Task menu If using Project 2003 or 2007, mark these task as being on track using Microsoft Project’s Update as Scheduled tool on the Tracking toolbar. Or use Tracking / Update Project from the Tools menu as shown below Update as Scheduled on Tracking Toolbar Update Project from Tools / Tracking Add a new Work Package, Delete an Existing Work Package and Change the Baseline for another Work Package Select row 37 and change its WP ID to WP2.8.X. SSI Tools will identify this as a New Work Package since its value did not exist in the prior reporting period. At the same time, SSI Tools will no longer find WP2.8 in the current record set so it will identify it as a Deleted Work Package Select rows 56 – 57 and reset their baseline by selecting Set Baseline from the Project menu (Project 2010 - 2013 users) or Set Baseline from Tools / Tracking if using Project 2003 – 2007 Be careful to Set Baseline for Selected tasks (rather than for the Entire project) by carefully completing the form as shown by the example to the right This step demonstrates how Changes logs are created by SSI If a Change log is added to an Earned Value report it will appear in the reports Excel workbook as a separate worksheet named ChangeLog. Set Baseline for Selected only Post Task and Task Usage for All Tasks to the database Click Performance Vs. Baseline on the Performance And Earned Value group of the SSI Analysis Tools ribbon in Microsoft Project Post Data for the Period ending 04/26/2015
SSI-AnalysisToolsTrainingV12(SSI_EV).docx