SSI Tools for Microsoft Project

User guide

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Table of Contents

Release Notes & Release History
Release 14.2.X
Release 14.0.X
Release 13.11.X
Release 13.10.X
Release 13.9.X
Release 13.8.X
Release 13.7.X
Release 13.6.X
SSI Analysis Tools menu and User Interface
Tool/Utilities - Project Performance Reports
Performance and Earned Value / EV Performance Reports
Dependency/Schedule Analysis / Trace Driving Path tools
SSI Tools for Excel / Status Workbook / Time Scaled Values
Schedule Health/Audits
Performance and Earned Value / EV Performance Reports
Multi-Project Tools / Sync Remote Projects
Release 13.5.X
SSI Analysis Tools menu and User Interface
Tools/Utilities / Open Toolbox / Export UN/CEFACT XML
Performance and Earned Value / EV Performance Reports
SSI Tools for Excel / Status Workbook / Time Scaled Values
Multi-Project Tools / Distribute
Release 13.4.X
SSI Tools Menu and User Interface
SSI Trace Tools
SSI Tools for Excel
DECM Tools
Time Scaled Values
Schedule Integrity Audits
SRA and Sensitivity Analysis
EV Performance Reports
QBD Tools
UN/CEFACT Tools
Cobra Bridge
Project Performance Report
Show All Tasks Button
Dependency Analysis Tools Group
Understanding Driving Slack
Directional Path Tool
Directional Path Definitions
Directional Path "Quick Access" Buttons
Setting The Trace Log Field on First Use
Directional Path Tool Form
The Path Options Tab
The Path Analysis Tab
Connecting Path Tool
What is a Connecting Path?
Driving Slack in Connecting Paths
Connecting Path "Quick Access" Button
Setting the Trace Log on First Use
Connecting Path Tool Form
The Bottom of the Form
The Path Options Tab
The Path Analysis Tab
Dependency Tracer Tool
"Driving" and "Driven" Dependency Definitions
Positioning the Dependency Tracer
Accepting or Canceling Changes
The Currently Selected Task Section
The Predecessors Section
The Successors Section
Editing the Predecessors/Successors Tables
Adjusting The Dependency Tracer Configuration
Adjusting Standard Fields
Adjusting Additional Fields
Exporting Dependency Tracer Data to Excel
Legacy Dependency Analysis Tools
Trace Driving Path Ribbon Button
SSI Trace Tools (Driving/Driven Path Analysis Tool)
SSI Trace Tools - Trace Options Tab
Secondary and Tertiary Path Options
SSI Trace Tools - Path Analyses Tab
Understand Critical Path Drag
Show All Tasks Button
SSI Dependency Tracer
Schedule Health/Audits Group
SSI Schedule Integrity Audits
No Predecessor or Successor
Predecessor or Successor on Summaries
Invalid Status
Progress Posted Out of Sequence
Audit For Unnecessary Date Constraints
Tasks With Negative Slack (Also Called Negative Float)
Very High Total Slack
No Baseline
Negative Lag to/from a Predecessor or Successor
Start or Finish is Late to Baseline
Out of Sync Child and Parent Baseline
Batch Audits
Audit Builder
14 Point Assessment
The 14 Point Audits
Missing Links (DCMA Point 1 - "Logic" Assessment)
Negative Lag (DCMA Point 2 - "Leads" Assessment)
Positive Lag (DCMA Point 3 - "Lags" Assessment)
Dependencies (DCMA Point 4 - "Relationship Types" Assessment)
Hard Constraints (DCMA Point 5 - "Hard Constraints" Assessment)
Float Greater than 44 days (DCMA Point 6 - "High Float" Assessment)
Negative Float (DCMA Point 7 - "Negative Float" Assessment)
Duration Greater than 44 days (DCMA Point 8 - "High Duration" Assessment)
Invalid Status (DCMA Point 9 - "Invalid Dates" Assessment)
No Work or Cost (DCMA Point 10 - "Resources" Assessment)
Late to Baseline Finish (DCMA Point 11 - "Missed Tasks" Assessment)
Critical Path Test (DCMA Point 12 - "Critical Path Test" Assessment)
Critical Path Length Index (DCMA Point 13 - "CPLI" Assessment)
Baseline Execution Index (DCMA Point 14 - "BEI" Assessment)
User Interface
Options and Settings
Quick Options
Advanced Options
Selecting the 14 Point Audits
Selecting Additional Audits
High Duration Definitions
Task Type Definitions
Excel Exporting Options
Settings Templates
Understanding the Results
Critical Path Test Results
Critical Path Length Index Results
Using Additional Audits
Exporting Results to Excel
DECM Audits
Statusing Tools Group
SSI Post Task Status Tool
Update Start/Finish and % Complete
Update Work/Cost Remaining
Setup and Preferences
Assignment EAC List
SSI Calendar Pop-up
The SSI Watchlist Tool
SSI Watchlist Default Settings Form
Adjust Task End Date Tool
Utilities Group
SSI Time Scaled Values Tool
Select Defined Periods
SSI Get Timescaled Values Options and Saved Settings
SSI Schedule Risk Analysis Tool
Understanding Duration Uncertainty
Understanding Risks and Opportunities
Setting Up a Project for Analyses
Flagging Key Events
Entering Duration Uncertainty
Setting up Risks and Opportunities
Prerequisite Audits
Understanding Schedule Risk Assessments
How Duration Uncertainty Is Simulated
How Risks and Opportunities are Simulated
How SRA Results are Calculated
Understanding Sensitivity Analyses
The Instructions and Setup Tab
Distribution Mode Mapping
The Risk Factors Tab
The Run SRA Tab
The Run Sensitivity Tab
Legacy SRA + Sensitivity Analysis tools
Setup
Optional Risk Factors
SRA Results
Sensitivity Analysis
Run a Drag Analysis
Run a SRA with Risk Register Task Modeling
SSI Toolbox
Get External Links
SSI Slack Evaporator
Convert Resource Assignments
Find on Excel Sheet Button
Performance and Earned Value (EV) Group
End-of-Cycle Tools
Earned Value Management System (EVMS) Integration
Deltek Cobra™ Transaction File Generator
Basic Setup for Work Packages in a Project
Setups for Activity Transactions files
Setting up a Baseline or Remaining Resource Export
Setting up a Status Export
Setting up a WBS Descriptive (Parent/Child Code) Export
Many-to-One Work Package Considerations
Deltek MPM™ Transaction File Generator
Fiscal Calendar Setup Version 11.0 window
SSI Schedule Sanitizer
SSI Schedule Sanitizer - User Interface
SSI Schedule Sanitizer - Task Items Tab
SSI Schedule Sanitizer - Resource Items Tab
SSI Schedule Sanitizer - Project Items Tab
UN/CEFACT Export
Schedule Performance Dataset Export
Understanding The Schedule Performance Dataset (SPD)
Schedule Performance Dataset Files
SSI Schedule Performance Dataset Exporter Tool
Dataset Metadata Tab
Project Custom Fields Tab
Task Information Tab
Task Custom Fields Tab
Resource Information Tab
Resource Custom Fields Tab
File Selection Tab
Using the SPD Cross References Dialog
Validating a Schedule Performance Dataset
Performance Reports
Baseline Execution Performance
EV Performance Reports
Earned Value Reporting
Earned Value Management Definitions
Project Setup for SSI Earned Value Management Reporting
Post Project Data to the SSI Project Performance Database
Importing Actual Values for Earned Value Reporting
Generate Earned Value Reports Using SSI EVM Tools
Performance Reports
SSI QBD Tools
Quick Start Guide for SSI QBD Tools
Detailed User's Guide for SSI QBD Tools
Setup the System Location for the SSI Analysis Database for QBD
Identify Tasks in the Project that need QBD Steps
Adding QBD Steps to a task
Exporting QBD Steps
Editing and Posting Progress to QBD Steps
QBD Compliance Reports
Advanced QBD Topics
Multi-Project Tool Group
Multi-Project Management Basics
Why Breakdown a Project into Subprojects?
Muti-Project Environment Roles
Subproject Owner
Master Project Integrator
Using the Handoff Method
Handoff Common Settings Form
Handoff Identifier Form
Creating "Shell" Files
Using a Project Unique ID (PUID)
Integrating Subprojects into the Master Project
"Linked" Subprojects and Master Project
"Unliked" Subprojects and Master Project
Handoff Linker Tool
Understanding the Link Log
Sync Remote Projects Form
Subproject List Tab
Handoff Options Tab
Summarization Options Tab
One-to-One Sync Options Tab
Subproject Identification Form
Insert Subproject files into the Current Project
Distribute Subprojects as files
SSI Recommended Process
Change Tracking Group
Understanding Tracking Unique IDs
Assignment Field Data Storage
Recording Changes
Change Recorder Settings
General Tab
Task Fields to Ignore Tab
Assignment Fields to Ignore Tab
Change Recorder Details Pane
Marking a Schedule for Recording
Importing Changes
Change Importer Pane
Introduction Page
Select File Pane
Changes Summary Page
Single Change Page
Change Importer Settings
General Tab
Task Fields to Ignore Tab
Task Field Mapping Tab
Assignment Fields to Ignore Tab
Assignment Field Mapping Tab
Project Web App (PWA) Group
What is Project Server/Project Online?
What are Enterprise Custom Fields?
Setup Enterprise Fields Form
Importing Enterprise Fields Using the Import Wizard
Copy/Paste Task(s) Buttons
Help and Updates Group
Open Example Project Button
SSI Tools Help Button
Add-in Settings
Updating SSI Tools