¶ Intro
The PBK Graph is a visual representation of a project's performance over time. Combining OA & CPP data, it uses the Highcharts Javascript library to
present the project's SPA curves (BCWS, BCWP, and ACWP) in the context of project milestones, budget, and checkbook transactions.
The intent of the chart is to supplement what is already in PARS, offering a high-level view of a project to help locate issues with project data or performance. It is not designed for granular drill-down. Please see the the PBK Table for that.
The app has three primary components, which will be discussed below. They are:
- The PBK Graph
- The Point Data Tables
- The Formulas Table
For developers seeking a more technical explanation, see the GitHub repo for the app here.
¶ The PBK Graph
The graph is comprised of 1) series lines and 2) milestone "plotlines". The series lines are of three types – dollars, indices, and percents – each with their own Y axis, while the
milestone lines are vertical lines for CD milestones, BCPs, and the CPP Status Date. Along the X axis are dates, normalized to the first of the month.
Features:
- Toggle line visibility by clicking names in the legend.
- Toggle visibility for groups of lines with the toggle switches below the chart.
- Hover the mouse over the chart to display tooltips with the dollar, index value, or percent at a given period.
- Disable tooltip visibility with the toggle switch below the chart.
- Click & drag the mouse on the chart to zoom into any area on the canvas.
¶ The Point Data Tables
The point data tables contain critical, high-level data points about the project, including dates, budgetary values, and RYG assessments.
On the left, we have the dates table:
- CPP: The current CPP Status Date. Source: The latest CPP upload.
- Trend: A PM-30 date for the first CPP upload to reflect a BCP (appears only if a BCP has occured). Source: PM Data Analysis Team.
- Reset: A PM-30 date typically representative of the latest BCP or CD-2. Source: PM Data Analysis Team. Source: PM Data Analysis Team.
- Current CD-4 Approved: The currently approved CD-4 date. Source: OA.
On the right, we have the data table:
¶ TPC - Total Project Cost
Data related to the currently approved project costs.
- TPC App.: The current TPC Approved. If pre-CD2, then TPC High. Source: OA.
- TPC Calc.: The calculated TPC, calculated as the sum of approved MR + approved Cost Cont. + approved ODC + approved Profit Fee + DB + UB. Source: See below.
- Approved - Calculated TPC: The delta between the two TPCs.
- Profit Fee: The currently approved Profit Fee. Source: OA (FPD Toolbox).
- ODC: The currently approved ODC. Source: OA (FPD Toolbox).
- Cont.: The currently approved Cost Contingency. Source: OA (FPD Toolbox).
- MR: The currently approved Management Reserve. Source: OA (FPD Toolbox).
- DB: The sum of BCWS from the latest CPP upload. Source: Latest CPP Upload (Cost - FF03/DS03).
- UB: The current undistributed budget. Source: Latest CPP Upload (IPMR Header - FF07/DS07).
¶ At CPP / Prior CPP / Current - Prior CPP
Data at the time of the latest & prior CPP Status Dates, as well as their deltas.
- Profit Fee: The remaining Profit Fee. Source: OA (FPD Toolbox).
- ODC: The remaining ODC. Source: OA (FPD Toolbox)
- Cont.: The remaining Cost Contingency. Source: OA (FPD Toolbox)
- MR: The remaining Management Reserve. Source: Latest CPP Upload (IPMR Header - FF07/DS07)
- DB: The sum of BCWS from the latest CPP upload. Source: Latest CPP Upload (IPMR Header - FF07/DS07).
- UB: The current undistributed budget. Source: Latest CPP Upload (IPMR Header - FF07/DS07).
- RYG (PM-20): The Red, Yellow, Green assessment score from the PM-20 office. Source: OA (Assessments)
- RYG (FPD): The Red, Yellow, Green assessment score from the FPD. Source: OA (Assessments)
- RYG (FPM): The Red, Yellow, Green assessment score from the FPM. Source: OA (Assessments)
- EAC (CAM): The EAC as calculated from CAM data. Formula: ACWP + ETC + estimated UB. Source: Latest CPP Uplaod (Cost - FF03/DS03; IPMR Header - FF07/DS03)
- EAC (PM) Likely: The PM's likely EAC. Source: Latest CPP Upload (Cost - FF07/DS03)
- EAC (FPD): The FPD's EAC. Source: OA.
- iEAC: A PM-30 calculation of the likely cost of completion based on past performance (Current Status Date Only). Source: PM Data Analysis Team.
- PB: The Performance Baseline. Value is the TPC Approved at CD-4 (Current Status Date Only). Source: OA.
- PB - iEAC: Delta between PB & iEAC (Current Status Date Only).
- BCWS: Cumulative BCWS. Source: Latest CPP Upload (Cost - FF07/DS03)
- BCWP: Cumulative BCWP. Source: Latest CPP Upload (Cost - FF07/DS03)
- ACWP: Cumulative ACWP. Source: Latest CPP Upload (Cost - FF07/DS03)
- SPI: Schedule Performance Index. Formula: BCWP / BCWS. Source: Latest CPP Upload (Cost - FF07/DS03)
- CPI: Cost Performance Index. Formula: BCWP / ACWP. Source: Latest CPP Upload (Cost - FF07/DS03)
- SPI (Reset): SPI calculated from data on or after the reset date. Source: PM Data Analysis Team; latest CPP Upload (Cost - FF07/DS03)
- CPI (Reset): CPI calculated from data on or after the reset date. Source: PM Data Analysis Team; latest CPP Upload (Cost - FF07/DS03)
- SPI (- LOE): SPI excluding LOE work. Source: PM Data Analysis Team; latest CPP Upload (Cost - FF07/DS03)
- CPI (- LOE): CPI excluding LOE work. Source: PM Data Analysis Team; latest CPP Upload (Cost - FF07/DS03)
Fields in gray are unused.
¶ The Formulas Table
The data that creates the lines on the chart is collected from both monthly CPP uploads as well as OA. As of summer 2023, the formulas are as follows:
- BAC - Sum of BCWSi dollars + budgeted UB. Data sourced from DS03 & DS07, respectively.
- DB - Sum of BCWSi dollars. Data sourced from DS03.
- BCWS - Sum of BCWSi dollars up to the current CPP Status Date. Data sourced from DS03.
- BCWP - Sum of BCWPi dollars up to the current CPP Status Date. Data sourced from DS03.
- ACWP - Sum of ACWPi dollars up to the current CPP Status Date. Data sourced from DS03.
- EAC - Sum of cumulative ACWPi dollars + future ETCi dollars + estimated UB. Data sourced from DS03 (ACWPi_Dollars & ETC_Dollars) and DS07 (UB_Est).
- EAC - Sum of cumulative ACWPi dollars + future ETCi dollars. Data sourced from DS03.
- PB - TPC Approved at CD-4. See TPC definition below.
- iBAC - A PMDA calculation of the BAC that factors in Cost Variance, EAC, and remaining budget (BAC - BCWS). Line emerges from BCWS line starting at the status date.
- iEAC (sch.) - A PMDA calculation of the likely date of completion based on past performance. Line emerges from BCWP line starting at the status date.
- iEAC - A PMDA calculation of the likely cost of completion based on past performance. Line emerges from ACWP line starting at the status date.
- BAC (Historic) - BAC at previous CPP uploads.
- EAC (Historic) - EAC at previous CPP uploads.
- EAC (CAM, Historic) - EAC (CAM) at previous CPP uploads.
- Profit Fee Remaining - Profit Fee Remaining based on transactions in the FPD Toolbox. Data sourced from FPD Toolbox.
- ODC Remaining - ODC Remaining based on transactions in the FPD Toolbox. Data sourced from FPD Toolbox.
- Cost Contingency Remaining - ODC Remaining based on transactions in the FPD Toolbox. Data sourced from FPD Toolbox.
- TPC - TPC for DOE 413.3B milestones. Values include TPC High & Low prior to CD2, and approved for CD2+. Data sourced from OA.
- CPI - ACWP / BCWP. Data sourced from DS03.
- SPI - BCWS / BCWP. Data sourced from DS03.
- CPI (Reset) - ACWP / BCWP, excluding data prior to the PMDA Reset Date. Data sourced from DS03.
- SPI (Reset) - BCWS / BCWP, excluding data prior to the PMDA Reset Date. Data sourced from DS03.
- CPI (LOE) - ACWP / BCWP, excluding LOE. Data sourced from DS03.
- SPI (LOE) - BCWS / BCWP, excluding LOE. Data sourced from DS03.
- Percent Complete - BCWP / BAC. Data sourced from DS03.
- Percent Complete (Reset) - BCWP / BAC, excluding data prior to PMDA Reset Date. Data sourced from DS03.
- DB (Trend) - Line of best fit for DB. Line calculated using DS03 BCWSi Dollars.
- EAC CAM (Trend) - Line of best fit for EAC (CAM). Line calculated using DS03 ACWPi Dollars + ETCi Dollars.
- BCWP (Trend) - Line of best fit for BCWP. Line calculated using DS03 BCWPi Dollars.
- Funding - Funding profile. If no BCP, sourced from CD-2 approval memo or the PEP; otherwise, sourced from BCP memo.
- Contractor Max Budget - BAC + MR Remaining + Cost Cont. Remaining + Profit Fee Remaining + ODC Remaining. Data sourced from DS03 (BAC) & FPD Toolbox (Others).