When you have decided which report you want and have selected the data to be included through the conditioning process, the final step is the execution of the report. To ensure the report contains the information desired, you should be aware of the methodology used by MPM to select data for a report.
As estimate data for a project is entered, MPM stores the information in a detail record that contains all the information for that estimate. Then, when an estimate is stored, MPM automatically builds the rollup record, if the Rollup Processing Toggle is in the On Mode. The rollup record summarizes each element by EOC (rollup from children). The data in the rollup record is rolled up through the WBS hierarchy.
To generate a requested report, MPM uses either the EOC records or the Summary rollup records to gather the information to produce the selected report.
If the report selected requires data from the detail record, rollup information is not reported, only detailed estimate data. For this reason, a request for a report at Level 2 of the WBS would produce an empty report if no estimates exist at that level.
Data selection is applied only against those data elements stored while estimating the WBS, such as department.
For example, assume no Performing for Responsible Department was specified for a WBS when the WBS tree was created, but a Resource Department was specified while entering an estimate. Selection by Resource Department ID selects on Resource Department, not WBS Department, and this causes the estimate to be included in your report.
All versions of the following reports (Baseline, Actuals, and ETC) are generated from detail records:
Apportion Estimate Relationships
Apportion Estimate Relationships – ETC
Basis of Estimate (Turnaround Document)
EOC/Class Detail Burden and Fee Detail
Manpower Detail
Manpower Summary
Resource Detail
Resource Summary
Resource Graph Burden and Fee Summary
Resource Detail – Budget/LRE
If the report you select uses data derived from the EOC rollup record, only rollup data is reported. Detail information is not reported. For this reason, a request for a report at Level 2 of the WBS would produce rollup data for each Level 2 element regardless of the level at which estimates were entered.
Data selection is applied only against data elements stored within the rollup records. The records contain data rollup up by WBS element and store the element of cost and monthly information.
For example, assume no Performing or Responsible Department was specified for a WBS when the WBS tree was created by a Resource Department was specified while entering an estimate. Selection by Performing or Responsible Department ID selects on the WBS Department, not the Resource Department. Therefore, no values will be reported.
However, if the Performing or Responsible Department ID was identified on the WBS tree, selection by that Department ID would cause the rollup values for that WBS to appear on the report.
The following reports are generated from the EOC rollup records:
All Analysis Reports (except EVM Planning & Analysis)
All Element of Cost Reports (except EOC/Class Detail)
All Recap reports
Project Comparison – Baseline
Project Comparison – LRE
Summary Basis of Estimate
The following reports are generated from the Summary Rollup Records:
Labor/Price Summary by WBS
Labor/Price Summary by CLIN
Proposal Summary Report by WBS
Proposal Summary Report by CLIN
Accessing the Report Conditioning Window
Orientation to the Report Conditioning Window