24-Sep-12

An Overview of InControl

� Established software company founded in 1985

�Focus on innovative project management solutions

�Tools for Project Teams

� Acquired by the WorleyParsons Group in 2001

�Australia’s largest Project Services Organisation

� InControl

�A mature product, based on sound PM practices

�Proven on thousands of projects worldwide

�Used by organisations and projects large and small

InControl and WorleyParsons

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Success of a Project depends on sound Project Management.

InControl can facilitate this through:

�Minimising the project control effort

�Increasing the accuracy of reporting

�Providing an assessment of final cost and schedule (forecast)

�Facilitating the collection of data for resource management

�Facilitating the management of changes to project scope

�Development and maintenance of ‘norms’ by collating data in a consistent manner

�Versatility – Can be used to manage Small/Medium/Large Projects

�Consistency – Promotes consistent Project Management across all projects

�Transparency - Provides comprehensive information on project status

InControl - Benefits

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Modular Approach

Estimating

& Proposal

Generator

Progress

Update

Module

Document

Control

Module

ProjectControl

Module

Variation

Control

Module

Primavera

Project Summary

Estimating

Financial

Procurement

Other Systems

Planning

Vendor

Data

Module

SPF / Encompass

� Based on the principle of Control Account management:

● Work Breakdown Structure (WBS) Code

● Code of Account (COA)

● Activity Detail Code

� A project or activity is broken down into elements, defined in terms of:

Principle of Operation

– Resources (Revenue & Cost)

– Deliverables and Tasks

– Scope

– Inputs

� Control Accounts can define & control any aspect of the project.

� Control Accounts can be grouped, sorted and filtered using the Work

Breakdown Structure (WBS) as well as additional Report Grouping Codes.

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Project Control

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Project Control Module - PCM

� The Project Control Module is used for:

● Project Set-Up

● Access to all data

● Control functionality of other modules

� Import actual hours & costs from Oracle

� Interfaces with planning system (Primavera)

� Limited to use by Project Control personnel

� 3 flexible input screens

Activity Details Screen

• Control Account Details

• Responsibility

• Schedule data

• Progress

• Forecast

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Resource Budget Screens for Labour and Non-Labour

• Current & Average Sell and Cost Rates

• Budget in terms of Manhours, Revenue and Cost

• Actuals Burned against each Budgeted Resource

• “To Complete and “At Complete”

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Deliverables

• Responsibility

• Schedule

• Progress Gates with Planned and Forecast Dates

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PCM- ReportsProductivity & Commitments

� Resource QTC

– Is calculated using the current budget and total to date figures for each Control Account. The Quantity to Complete (QTC) value is the value assigned based on a subjective review of the work to complete on the Control Account.

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PCM- ReportsProductivity & Commitments

� Resource Forecast 1 (Productivity)

– This calculates the forecast values based on the ‘Productivity’. This forecast assumes if you are tracking at a productivity of as shown in the product. column that you will continue to work at this productivity level for the remainder of the project.

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PCM- ReportsProductivity & Commitments

� Resource Forecast 2 (Bdgt-Earned)

– This forecast is calculated using a combination of the ‘Earned’ value and ‘Productivity’. The ’Final Forecast Cost’ is calculated on the assumption that productivity levels will be at ‘1’ for the remainder of the project. The ‘Earned’ valueis a calculation of ‘Physical % complete’ as a % of ‘Current Budget’.

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PCM – ReportsManhours Deliverable

� The Deliverable Manhour Details report provides information on each deliverable budget, forecast and progress.

● The report is grouped by Activity for the active project and is designed for in-house control and reporting of deliverable progress.

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PCM- ReportsEngineering Deliverable Status

� Provides a colour-coded visual representation of Planned, Forecast and

Achieved data for gated deliverables in any selected period. Can also show

Weightings and missing dates

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PCM – ReportsS Curve/ Histogram

� The Histogram and S-Curve reports provide visual representation of manpower budgets, forecasts, actuals and earned values including panned

cumulative spread of cost and hour expenditure.

– During project definition these reports in conjunction with the bar chart reports should be utilised to schedule work, during project execution they should be used for progress analysis and management reporting.

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PCM – Graphical Reports

User Defined Reports

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Portfolio and Summary Reports

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Progress Update Module

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Progress Update Module - PUM

� The Progress Update Module:

● Records deliverable or task progress

● Collects forecast man-hours to completion

� Available to ALL users for ‘on-line’ updates

� Assigned delegate capability

� Allows users to generate deliverable control reports

� System allows remote access & updates

� Deliverables can be allocated to Work Packs

� Multiple Updates for similar gated deliverables

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Progress Update Module - PUM

Gates Sets can be applied per deliverable

Can update Multiple Deliverables with the same Gate Set

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Change Control

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Variation Control Module - VCM

The Variation Control Module:

� Integral with other InControl modules

� Generates change requests for approval by client

� Variations not client approved included as “Adjusted Budget” (ABQ)

� Manages Trends for inclusion in Forecast

� Allows multiple changes to a Control Account

� Pending change requests are included in quantity at completion

� Maintains variation control history

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VCM – ReportsChange Request

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Summary

� Control Account based

� Role Based

� Integrated modules

� Flexible

� Applied to any project function

� Allows remote access

� Promotes ownership

� Concept to completion

� Assists knowledge management

� Assists with making informed decisions

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Additional InControl Modules

� Contracts Control Module● Assists with the management and control of non-labour

commitments, contracts, costs and invoices from inception to completion of projects regardless of size.

� Project Summary Module● Allows access to ALL InControl reports, including a high

level summary report that can be generated for hours or costs.

● This report is generally used as the front page to summarise the project status when the InControl reports are forwarded to the client for review.

� Document Control Module● Tracking the status of deliverables and non-deliverables

from conception to completion. It produces reports and eleControl Accountonic transmittals and assists the Document Controller through timely and efficient execution of document management.

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Additional InControl Modules

� Vendor Data Module

● Designed to assist users with the management and control of project vendor data, that is, any data that forms part of an external Purchase Order or Contract which needs to be tracked. The VDM aids management by providing a controlled environment and a systematic approach to controlling vendor data.

� Phasing Module

● Enables users to generate phasing periods and hence cash flow data across the lifecycle of a project. The PHM provides users with the ability to normalise/spread costs across defined periods.

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