PU-PPPL Earned Value Management System Overview

Thomas EgeboOctober 4-6, 2011

Princeton UniversityPlasma Physics LaboratoryEVMS Certification Review

Outline:

• Background

• PU-PPPL EVMS Stewardship/Organization

• EVMS Description

• Summary

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Background:

Purpose:

EVMS measures actual performance of work scope and the associated cost and

schedule versus an agreed to baseline plan, while using disciplined means of

baseline change control for documenting any changes to the agreed to

baseline plan.

Although we’ve been using EV at PPPL for quite awhile; since NSTX-U TPC >

$50M the PU-PPPL contract with DOE requires compliance with DOE

413.3B which dictates EVMS Certification by DOE for Projects > $50M

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PPPL EVMS Stewardship:

The Deputy Director for Operations has the ultimate responsibility for overall oversight and implementation of project management.

Direct responsibility for the development and management of the PPPL Project Management System is delegated by the Deputy Director of Operations to the Project Management Officer who is supervised by the Associate Laboratory Director for Engineering and Infrastructure.

The PPPL Planning and Control Division is the steward of the earned value management system policy and has authority delegated to ensure that projects follow established Laboratory policy, and by extension, applicable industry standard.

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PPPL Organization:

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PU-PPPL EVMS

Complies with ANSI/EIA 748-B Standard for EVMS & is suited to the needs of PU-PPPL

• Provides thorough planning of all work scope into finite elements

• Integration of scope, schedule and cost objectives

• Timely baseline establishment and control

• Objective measurement of accomplishment against plan

• Disciplined, summarized reporting

• Analysis of significant variances, forecasted impacts and management actions to mitigate risk

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PU-PPPL EVMS Documents

Project Management System Description (PMSD) addresses EVMS and contains the following supporting procedures:

• Procedure 1 Project Execution Plan• Procedure 2 Work Breakdown Structure (WBS)• Procedure 3 Project OBS and RAM• Procedure 4 Control Accounts, Work Packages & Planning Packages• Procedure 5 Control Account Plan/Work Authorization• Procedure 6 Project Schedule• Procedure 7 Cost Estimating• Procedure 8 Monthly Status Reporting• Procedure 9 Change Control• Procedure 10 EVMS Surveillance & Maintenance

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PU-PPPL EVMS deployed at the Project Level

Goal is deployment of a cost-effective system that provides PU-PPPL management with an effective tool for decision-making

Each project determines their own• variance thresholds• control account levels• work authorization• change control thresholds• software tools/scheduling styles• risk management methodology• reporting suite and style

Surveillance program will validate their implementation decisions

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PU-PPPL Projects Required to use Certified SystemCurrent:

NSTX-Upgrade; CD-2 Dec 2010 {TPC=$94.3M}CD-3 Jan 2012

Future:PPPL Science & Technology Support Infrastructure Project; CD-0 Aug 2010 {TEC $53M-$59M}CD-1 2012CD-2 2014

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5 Other PU-PPPL Projects using EVMS as a tool (following the overall principles of 413.3B and EVMS but to a lesser degree of rigor)

$0.3M to $2.6M

PU-PPPL Projects Undergo Continuous Surveillance•NSTX-U Regular updates to internal Directorate (weekly and monthly)

•NSTX-U Weekly Technical Meetings

•NSTX-U Monthly Status Meetings

•PPPL Project Status Review Board Meetings (PSRB)

•NSTX-U Integrated Project Team Meetings (monthly)

•NSTX-U Project Critical Decision Reviews

•FES Program Office Reviews (quarterly)

•Biannual Advisory Committee Reviews (e.g., PU PPPL Advisory Committee)

•Annual internal EVMS surveillance reviews

•Ad-Hoc Weekly/Daily meetings with PSO NSTX-U FPD

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Summary – PU-PPPL EVMS1. Compliant with ANSI/EIA-748-B Standard for EVMS (i.e., meets the

requirements of the 32 EVMS Guidelines embodied in the ANSI/EIA748; Standard for Earned Value Management Systems.)

2. Provides PPPL projects with timely and meaningful information to support program and project management as a decision enhancing tool and a critical component of risk management.

PPPL’s EVMS:• Effectively integrates a project’s work scope, cost, and schedule into a

single performance measurement baseline (PMB).• Reliably tracks planned value (PV) ,earned value (EV) actual cost (AC) of

work performed• Provides performance measures against the PMB.• Provides means of identifying, reviewing, approving, and incorporating

changes to the PMB.• Provides trend analysis and evaluation of estimated cost at completion.• Provides a sound basis for problem identification, corrective actions, and

management re-planning.

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