SSI Tools for Microsoft Project

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Schedule Integrity Audits

Schedule Integrity Audits
1

Schedule Integrity Audits

 
Overview
What makes a project schedule more than just a project to-do list are the extra measures the master scheduler and subject matter experts take when developing and maintaining the plan to ensure it can reliably predict the dates of milestones that may be months in the future.   Industry experts generally agrees on a set of best practices for schedule development and maintenance and has published its guidance in the following documents:
  • The Planning & Scheduling Excellence Guide Release 2.0: (PASEG 2.0)
  • The Project Management Body of Knowledge (PMBOK Guide)
  • The Integrated Master Plan and Integrated Master Schedule Preparation and Use Guide (Department OF Defense)
  • The GAO Schedule Assessment Guide
 
Structured Solutions Schedule Integrity Audit Tools test your project for these best practices and more:
  • Horizontally Integration – the sequencing of tasks and milestones in a schedule using dependencies such that start and finish dates are derived by a task’s duration and its predecessors.
  • Vertically Integration – parent, (summary) tasks consistent with their underlying child tasks.
  • Reasonableness of Total Float – high float values may indicate incorrect period of performance placement and/or improper dependencies
  • Limit the Use of Hard Schedule Constraints (Must Start/Finish On, Start/Finish No Later Than) and maximize the user of non-date constrained tasks (As Soon as Possible)
  • Valid Status – A schedule should not have any unfinished work in the past or finished work in the future unless the project team is developing a flux capacitor for integration into a DeLorean.
  • Tasks are Discrete Work Efforts with the capable of objectively measuring performance
  • Traceability to a Performance Measurement Baseline (PMB) – the project has the ability to compare current schedule dates and actual dates to an original plan (the baseline)
 
2

Run a Selected or Batch of Audits

Test for each Audit Condition, one at a time or combine them as a Batch Audit
 
3

Description And Conditions of the Audit

Describes the conditions in the project that cause a task to meet the audit condition.
 
4

14 Point Self Assessment

Perform a 14 Point Self Assessment of your project to identify potential problem areas and identify specific actions you can take to improve your assessment score.
5

Audit Builder

Schedule Integrity Metrics Tools must be robust, scalable and adaptable to the needs of an organization.  They also need to be current to the definition of “Best Practices” by various Government and Industry agencies.  Best Practices descriptions and criteria are found in various documents and guidelines such as:
·     The Planning & Scheduling Excellence Guide (PASEG)
·     The Project Management Body of Knowledge (PMBOK)
·     The GAO Schedule Assessment Guide
·     Integrated Program Management Report (IPMR) Data Item Description
·     Contract Data Requirements List (CDRL) descriptions
·     US Defense Contract Management Agency (DCMA) 14-point Schedule Assessment
·     DCMA Data-Driven Earned Value Management System (EVMS) Compliance (a Pilot to establish integrity and performance metrics)
 
Additionally, a project or company may have its own audit or quality “checklist” representing their own policy or methods for developing and maintaining good schedule integrity.
 
SSI’s Audit Builder allows a team to meet current, evolving and user specific auditing needs.  User Defined Audits can be run one at a time or added to a batch of audits and reports.
 
 
6

Audit Condition Drop down Selection

The SSI Project Integrity Audit tool is a collection of 14 separate audits that you can perform on selected tasks or all tasks in a schedule.  Make a selection from the drop-down list named Select an Audit Condition to Check in the Project, Run the Selected Check and view a list of tasks that meet the condition the audit tests for.  You can double-click on an item in the list to go to that task in the schedule or click Filter for Items Below to display all tasks meeting the audit condition in a project table.
 
Audits you can perform using SSI Tools:
 
 
 
7

Run Selected Check

Once you select an audit, click this button to begin the audit process
 
8

List of Tasks and Conditions Found by The Audit

When the Audit is complete, a list of tasks that meet the Audit condition (failed the Audit in most cases) appears here.  If a project table is active and the task is visible, you can double-click an item in the list to go directly to that task.
9

Filter for Items Below button

Display the tasks with audit conditions in a filtered view
 
10

Project Field Used for Audit Notes Log

  • Log Notes - select a task field to record audit notes.  Later you can filter for tasks with notes in the selected field.
  • Exclude Flag - Select a flag field to use to identify tasks to exclude in audits.  If you use this option, tasks with "Yes" in this flag field will be always be excluded from the evaluation.
     
 
 
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