Proteus Envision Feature List Proteus Envision Overview Proteus Envision consists of a selection of workspaces pre-configured within the COTS/NDI Proteus business intelligence environment that transforms earned value, scheduling, risk, and financial performance data into business and project intelligence. It achieves this transformation by applying three main methods that achieve data integration: 1) through normalizing data from disparate sources into a common database using the Department of Defense standard UN/CEFACT XML transfer file, 2) through direct connections to underlying data sources that are otherwise stove-piped by leveraging the OLE DB .NET tools found in the Microsoft® operating environment, 3) through data enrichment entered by the user using a “shadow database” method, which allows users to add additional qualitative and quantitative information to any data element or set of elements, and 4) by unifying common datasets across disparate sources. Having established normalization and the proper relationships among data elements, transformation from data to information is then achieved by providing users with a robust set of selections for viewing, analyzing, sorting, filtering, calculating, and reporting that data, allowing the incorporation of both traditional trailing edge and, most importantly, for the introduction of leading edge indicators that provide actionable information in a timely manner. The Proteus Envision client application visually displays this data for ease and intuitive use by providing a number of data display selections and controls that include Excel-style data grids, both pre-configured and customizable charts, reports, histograms, GANTT views, gauges, tree lists, and dashboards that allow this data to be both rolled up or rolled down, as necessary, aggregated at the appropriate level of detail, and served to the appropriate level of the organization based on user, user group, or organizational security settings. While these workspaces are pre-configured allowing for a turnkey solution out of the box, the Proteus technology is highly flexible, and allows users—given the application of proper security, permissions and controls—to modify, update, or add new metrics or controls through the configuration functionality provided in the application. It provides this flexibility through the administrative operations of the Envision solution, which are contained in a companion product known as Proteus Envision Administrator. This application defines workspace content, integration points, conditional formatting, and user permissions. It also determines what additional flexibility for data display and customization will be allowed by the clients. A central part of Proteus’s technology is the ability to tie together disparate datasets based on a relational key field, which provides the capability to roll up, drill down, perform root cause analysis, and to apply both traditional trailing edge and new leading edge metrics and KPIs using calculated columns. Information in this document © SNA Software LLC, EPM Software Inc., and Promineo AS. The products Proteus and Envision are registered names belonging to their respective owners. All right reserved. 1

Thus, this functionality allows essential data that are oftentimes stored in stove-piped or one-off repositories, such as localized user-preferred Excel and Access databases on local desktops and laptops, to be integrated with corporate data. For example, to inherit the core capability to drill down from a portfolio of projects into WBS/OBS elements, then further into Control Accounts, further into Work Packages, across or further down into Schedule activities, across and down into Resource Assignments and so forth. Leveraging the UN/CEFACT XML not only accomplishes the integration of the above mentioned datasets, but the openness of the Proteus framework facilitates the integration of external datasets. As an additional set of examples, Proteus can integrate EVM data with datasets containing risk register information tied to WBS or schedule activities, databases containing TPM information that correlates EV performance to technical achievement, or cross- referencing WBS/SOW/SOO dictionary information. The roll-up capability of the application will, conversely, allow discrete data to be aggregated up organizationally to the appropriate level of management so that operational and strategic measures of performance can be applied. The utility of this capability is particularly valuable when incorporating and integrating financial management and current execution information against the program or project portfolio management plan and master schedule in determining whether cashflow is sufficient or disconnected from the requirement to support successful project or portfolio performance. The example below shows Proteus integration of EVM, schedule, resource, and risk data.

Rather than taking a hard-coded, niche approach to application capability, Proteus provides an open system approach that delivers the traditional EVM, scheduling, and financial management Information in this document © SNA Software LLC, EPM Software Inc., and Promineo AS. The products Proteus and Envision are registered names belonging to their respective owners. All right reserved. 2

metrics out of the box—though uniquely integrated—and also provides users with the ability to apply any other metrics, charts, graphs, or calculations that the organization may wish to apply without relying on product updates or hard-coded development on the part of the IP holder. The product can be as sophisticated or simple to the user based on organizational requirements. Thus, rather than wait for a company providing traditional niche applications to determine whether they will support the latest changes in project and program management, Proteus customers can be trained to assume the ability to configure as many workspaces as desired—even those that were not anticipated on initial acquisition. The only limitation to the technology is in regard to access to the relevant data—as long as data is available, Proteus Envision can display it in any way desired by the end user or the organization’s business rules. With very little technical knowledge, administrative personnel in the acquiring organization can learn to configure and roll out as many workspaces as desired by the organization, with no application programming skills needed. Typically, someone well experienced in Microsoft Excel would have the necessary skills to modify or create new views, reports, charts, etc. Being agnostic to underlying applications, Proteus Envision provides federal and Aerospace & Defense organizations with the ability to apply a host of solutions in a matter of days or weeks that previously required a full BI development effort of millions of dollars and several years, or that required that an organization acquire a set of incompatible best-of-breed niche applications. Thus Proteus significantly reduces initial capital investment requirements for software, and directly reduces life-cycle, overhead, administrative and training costs.

Proteus Functionality Feature List 

Grids o Filter  Smart filters, hot filters, pick list filters, custom field filters, saved filters, complex filters with expression builder, filters child datasets automatically  Find panel will find any text across multiple columns and can filter those columns accordingly  Ability to save Filters by name o Sort  Sort ascending and descending across multiple fields o Conditional Formatting  Conditionally format fields on simple conditions (e.g., CPI < 1.0) or complex conditions (e.g., IF BAC < EAC then make the background orange else if BAC * 1.1 > EAC then background red with bold font else background white).  Conditionally formatting can apply to selected fields or entire row o Field Controls  Lookup, dropdown, dropdown checklist, image dropdown, checkbox, text box single line, text box multiline, text box with button, hyperlinks, numeric spin control, slider, picture, image popup editor, progress bar, color editor, hyperlink.

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o Field Properties  Font, font size, background color with gradient, foreground color, bold, italics, underling, strike through, horizontal and vertical position, column caption, number formatting, word wrap, trimming o Expand and Collapse Datasets  Expand and Collapse through parent and child datasets with each dataset maintaining its own field list o Grouping  Drag and drop field grouping and can group unlimited levels ad hoc  Define aggregation fields for the group(s) o Aggregate field totals in the grid  Sum, Count, Min, Max, Average  Honor applied filters o Tooltips  Pop up any defined record information when hovering over a field and format the look of the fields in the popup with font, color and other options  Pop up and defined narratives when hovering over a column header Gantt o Definable symbols  Control Symbol color, frame color, text color with the use of gradients and hatching, widths  Properties can be conditional on the symbols  Tooltips tied to symbols to pop up any defined record information when hovering over the symbol  Start and finish dates on symbols can be defined with square, Diamond, Triangle, Inverted Triangle, Circle, Plus, Cross, Star, Pentagon, Hexagon  Symbols start and finish dates can be tied to any date field for the record o Timeline  Customizable 3 or less tier timeline showing Years, Quarters, Months, Weeks, Days intervals in a variety of formats o Lines displaying time now date with project start and finish dates o Work schedule timeline can be configured to automatically zoom the Gantt to a time range o Ability to slider control zoom the Gantt in and out Pivot Grid and Chart o Drag and drop pivoting of fields across unlimited columns and rows o Ability to total any column or row in pivot o Ability to define properties for a pivot such as the summary type, group, and cell formatting, etc. o Chart the pivoted information with over 50 chart types (line, bar, stacked bar, pie, area, spline, etc.) o Ability to save Pivot Layouts by name Histogram o Periodization engine capable of phasing any number across a time duration  Include working calendars into periodization engine

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 Include distribution profiles into periodization engine  Define start and end dates for periodization  Include pre-periodized data from time phased table  Convert number fields into percentages, FTE and other calculations Histogram chart with table of values Periodic bars and cumulative lines Aggregate by any time interval of year, quarter, month, week or day Overlay fields across different datasets Ability to save Histogram Layouts by name

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o o o o o Alerts o Allow for watchdog alerts to warn user’s on defined conditions in the data o Ability to categorize alerts by severity o Automatically filter datasets to see record details that failed the alert Completion Report o Unique report that allows for concentration and visualization of objects across a timeline o Define conditional color formatting of cells, including other symbols Reporting and Report Designer o Robust report designer allows for easy development of reports o Fields are banded to each dataset, allowing for parent child grouping and aggregations o Report formats can be saved to various outputs (pdf, xls, html, .doc, etc.) o Reports are saved in a list and can be accessed with a single click once defined. Data Layouts o Dashboard views and layouts by drag and dropping of objects o Various available objects that can be tied together, which consists of field controls as mentioned above, as well as grids, tree lists, graphs, gauges, overlay, browser, and pictures o Ability to add Rich Text Formatting viewer and processor to view or record analysis notes within Proteus Miscellaneous o Functionality to snapshot and publish date to defined sources o Shadow data which allows data from external sources to be merged with another source o Relational integration of data to merge similar records across disparate data sources o Action Buttons to allow events to be executed o Plugins that allow external interfaces to other applications or customization needs

Proteus Envision Workspaces Targeted solutions are rolled out to users based on need to know and role and these are called workspaces in Proteus. The Proteus Envision repository has several pre-defined workspaces that are designed to work in the federal/DoD vertical related to EVM and schedule analysis. It is expected that these workspaces will grow in functionality quickly over time and that additional Information in this document © SNA Software LLC, EPM Software Inc., and Promineo AS. The products Proteus and Envision are registered names belonging to their respective owners. All right reserved. 5

pre-configured workspaces will be rolled out as business environments grow and expand. Below is an overview and functionality capability list of the current workspaces. Keep in mind that any of these workspaces can easily be configured to support the needs of the organization and are limited only by the type of data that can be accessed.

IPMR Schedule Analysis Workspace This workspace focuses on network schedule analysis, and reports on the Format 6 (IMS) UN/CEFACT schema. It allows the user to select a contract, or multiple contracts, then displays the schedule in an analytical environment with Gantt’s, charts, reports, grids, completion reports and alerts. The workspace consists of the following parent/child datasets: Project

Assignments

Tasks

Resources

Predecessors

Successors

Task History

An overview of some of the specific fields and capabilities of this workspace are:  

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Core UN/CEFACT fields can be viewed on any grid, pivot, reports, etc. o This includes fields like activity ID’s, descriptions, dates, durations, floats, relationship links, code fields, etc. Calculated fields derived from the core field attributes for reporting, charting and filtering. o This includes fields like if the record is an activity, milestone, summary, completed, in progress, slipped, critical, has predecessors or successors, how many predecessors or successors, if soft or hard constraints exist, categorized float, etc. Conditional formatting to highlight summaries, slips, criticality and progress, in both the grid and the Gantt, as well as other fields Drill down into direct predecessors, successors, resource assignments and activity history from previous reporting periods Pre-configured charts to report on ratio of activity types, ratio of progress, slips and how long, bow wave of starts and finishes over time, BEI, CEI, comparison of actual, baseline, forecast starts and finishes, comparison of actual, baseline, and forecast average durations, etc. Pre-configured completion reports and Histograms Reports that allow listing of activities, constraints overview and other metrics.

The following screenshot shows the relationship between network schedule and resources. Information in this document © SNA Software LLC, EPM Software Inc., and Promineo AS. The products Proteus and Envision are registered names belonging to their respective owners. All right reserved. 6

An example of leading edge indicators, in this case a bow wave showing the trend of starts and finishes across multiple reporting periods.

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Completion report demonstrating the position and relative progress of time-phased work using the network schedule activities.

Network analysis showing the plan against actual available resources:

14 Point Assessment Workspace This workspace reports on the DCMA 14 Point Assessment, which highlights the score of the schedule for each metric and a drill down into the activities that tripped that metric. The Gantt is used to show the metric score and whether it passed or failed against the threshold. The user is prompted to select the contract and the reporting period schedule, so the assessment can be ran on any period of time and compared to show assessment trending. For some customers this workspace has been modified to apply well over 100 qualitative measures of schedule performance. Information in this document © SNA Software LLC, EPM Software Inc., and Promineo AS. The products Proteus and Envision are registered names belonging to their respective owners. All right reserved. 8

Above is the 14 point analysis showing status with a list of activities breaching thresholds. These link in an active environment to the schedule activities.

This workspace consists of the following parent/child datasets 14 Point Summary Details

IPMR Analysis Workspace with or without IMS Integration This workspace focuses on the integration of earned value metrics on a reporting structure with network schedule information, which allows the user to show the cross dependencies of cost performance with schedule performance. It includes all of the industry established earned value fields that are originated in or derived from the core of the UN/CEFACT Format 1 or 2 schemas, as well as the UN/CEFACT Format 6 network schedule schema. It relates information on a common reporting structure code such as the WBS. It also brings in the past reporting period information, as necessary, to analyze performance trends and fields within the grid. The user is prompted to select the contract, unit and reporting period end date to load into the session. The workspace consists of the following parent/child datasets: Information in this document © SNA Software LLC, EPM Software Inc., and Promineo AS. The products Proteus and Envision are registered names belonging to their respective owners. All right reserved. 9

Contract

Structre

Structure History

Structure Children

Schedule

An overview of some of the specific fields and capabilities of this workspace are: 

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Core UN/CEFACT fields can be viewed on any grid, pivot, reports, etc. o This includes reporting and core cost periods for the Format 1 or 2 such as element number, description, BCWS, BCWP, ACWP, BAC, EAC for the reporting dates o This also includes network schedule fields like activity ID’s, descriptions, dates, durations, floats, relationship links, code fields, etc. Calculated fields derived from the core field attributes for reporting, charting and filtering. o This includes periodic and cumulative cost and schedule variances, indices, independent EAC’s, baseline changes, and other earned value analysis Stop light indicator conditional formatting to color code health based on defined thresholds, as well as showing trend arrows against previous period Drill down in the grid into previous periods of history to report on all of the above mentioned fields Drill down in the grid into the direct children elements of a parent element to observe and analyze the driving elements. Pre-configured charts to graph trends of BCWS/BCWP/ACWP, baseline, EAC’s, variances, pie chart of child element BAC breakout, Bull’s eye charts on element children and previous periods, indices volatility, baseline changes, trending of MR and more Pre-Configured reports that show earned value summary information for each element for each reporting period grouping fields together, Artificial Intelligent report that communicates each elements performance based on the earned value performance, as well as MR usage and other reports.

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Below are screenshots of this workspace showing Cost and Schedule drill down integration, as well as interactive graphs tied to WBS grid:

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Next is a sample of Rich Text narrative inputs that can save the update to a database field, or out to word processors as well as the ability to open word processor files.

Below is a screen shot of the EV AI Narrative Report.

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Below is a screen shot of drilling through a WBS structure.

Below is a screenshot of pushing out a briefing to MS PowerPoint of the selected graphs and grid.

IPMR Cost Overview Workspace This workspace focuses on earned value and financial information for a portfolio of contracts. It includes Formats 1-4 information from the UN/CEFACT XML as well as contract information. It allows analysis to be performed across contracts and vertically down contracts into WBS/OBS elements. It has similar fields as the IPMR Analysis workspace, but includes all reporting structures against all units of measure, thus allowing for the creating of the formal CPR Formats 15. The workspace consists of the following parent/child datasets:

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Contract

Project

WBS Hierarchy

WBS

OBS

WBS History

OBS History

OBS Hierarchy

Format 3

Contractor Party

An overview of some of the specific fields and capabilities of this workspace are:     

All of the fields found in the Cost Data Select workspace, but has those fields for all of the reporting structures and units of measure CPR Formats 1-5 are in this workspace are available and can be reported on cost or hours Hours and cost can be viewed in the grids as rows or columns, to easily allow for analysis across units Dashboard gauge control and tree list drill down for each of the selected elements across contracts Quad chart dashboard highlighted performance charts

The screenshot below demonstrates the complete drill-down into all elements of the structure.

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Another view of the structure using gauges to illustrate relative performance.

Variance Analysis Workspace This workspace allows for the viewing and entering of variance analysis results, to support the Format 5. It includes an analysis grid with optional charts, as well as data entry text boxes to collect and report on the variance analysis notes. It has logic built in to filter for breaches of defined thresholds and whether or not those elements have saved narratives. An overview of some of the specific fields and capabilities of this workspace are:  

All of the fields found in the Cost Data Select workspace are also available in this grid Interactive input text boxes tied to the selected element from the grid allows for entry of variance analysis notes for reporting period.

Below are screenshots of the Narrative input screen with a grid for analytics, as well as a tailored output CPR Format 5 report.

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Interactive Dashboards Within a matter of minutes, Dashboard(s) can be tailored by end users within Proteus for their particular needs. This allows for a highly interactive and visual aggregation of KPIs. For example, a user clicking on a value in a Grid, or a slice in a pie chart, or a bar on a graph can autofilter the related content within the Dashboard. The Dashboard designer allows for easy drag-anddrop and configuration of the controls so the results are immediate, relevant and always accurate. Below are two examples of what can be configured as a Dashboard within Proteus:

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LCAA Risk S-Curve Workspace This workspace extends the Cost Data Select workspace by generating probabilistic Estimate at Complete S-Curves for each element in a reporting hierarchical structure. Extended fields are added to make observation validations on source data, and then allow input to model risk and opportunities impact, level of effort elements, technical performance and impact of cost from schedule slippage. The outputs are interactive graphs, reports and grids tied to the hierarchical structure that will report on probabilistic distributions of estimate to complete and estimate at complete, as well as the cost impact from the modeling scenarios. Historical probabilistic ETC’s and EAC’s information will also be archived for each reporting period to allow for trending of contractor EAC’s, statistical EAC’s and the risk adjusted EAC’s from the LCAA process.

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Government Reporting With the build in report designer in Proteus, custom reports can be created and maintained with a snap and saved for re-use to the user community. All of the CPR Formats 1-5 and CFSR Report templates are pre-built and can be tailored with analytics as appropriate or needed by the contractor. The report formats can then be saved out to Excel, PDF, HTML, Rich Text Format or as Images with a click of a button. The new IPMR requirements are also supported. Below is a screen shot of a CPR Format 1 that can be further saved to other file formats, including pdf, Excel and others.

EVM Validation 32 Guidelines Workspace The Proteus Envision 32 Guideline Workspace is intended to assist an organization in completing a self-assessment for an ANSI 748 compliant Earned Value System. The navigation screen is controlled by a 32 Guideline overlay Map that filters the content to that guideline which includes the Guideline Intent, Management Value, Description and Attributes as well as a checklist that can have documents, notes and action items tied to the checklist items. The Guideline Overlay Map not only drives navigation, but also displays a scorecard of the performance of meeting that guideline where red/yellow/green/blue progress measures can show how many of the checklist items have been met out of the total number of checklist items. The Guidelines Intent, Management Value, Description and Attributes are pulled from the EVMS Intent Guide and the Checklist items are pulled from an Excel Worksheet provided by DCMA referencing those 32 guidelines. Information in this document © SNA Software LLC, EPM Software Inc., and Promineo AS. The products Proteus and Envision are registered names belonging to their respective owners. All right reserved. 18

The Envision 32 Guideline Workspace is sitting on top of a MS Access database. This database can easily be extended to support more tables or fields within existing tables as necessary to store more data. For instance, a field called URL could be added to the Guideline table, storing a URL link to an internal web site that has information on a web page about a guideline. Then a browser object can be dragged into Proteus to show that web page content within Proteus and interactive to the selected guideline. The Access database can also be easily migrated to a Microsoft SQL Server, Oracle or other database environments as needed. With the added flexibility and ease of use to generate charts, custom reports or other visualizations within Proteus and Proteus Configurator, any organization can easily tailor the workspace to fit their needs. Below is the architecture diagram of the datasets within the workspace. The 32 Guidelines dataset has a record for each of the guidelines including fields like Intent of the guideline, group it belongs to, etc. The Guideline Attributes lists the common attributes associate to one of the 32 Guidelines, thus is a child dataset to that. Guideline Checklist is also a child dataset to 32 Guidelines, and this has each of the checklist items, a description of those items, a checkbox for the user to select if their organization complies with that item, a field for RTF notes, etc. Checklist Tasks is a child to the Guideline Checklist dataset and allows the user to create tasks for a checklist item such as assigning responsibility, due date, status, importance and other attributes to a task. Also, Checklist Document Links is a child dataset to Guideline Checklist and allows for assigning document links to tie to a specific checklist. 32 Guidelines

Guideline Attributes

Guideline Checklist

Checklist Tasks

Checklist Document Links

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Workspace Navigation 32 Guideline Overlay Map

32 Guideline Overlay

Selected Guideline Intent & Value

Selected Guideline

Selected Guideline Attributes

Selected Checklist

Color Coding of Guideline Checking off Checklist items for a guideline color codes the Guideline Overlay Map as applicable. White means no checklist items have been checked, red is < 25% of checklist items met, yellow is between 25% and 50%, green is between 50% and 100% and blue = 100%. Thus below for Define WBS, 2 of the 6 checklist items have been met so the Guideline Overlay Map is yellow for this item… Information in this document © SNA Software LLC, EPM Software Inc., and Promineo AS. The products Proteus and Envision are registered names belonging to their respective owners. All right reserved. 20

Below shows 5 of the 6 items met, with Green color coding on the Overlay Map…

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And finally all items met so the block turned blue…

Adding Tasks to Guideline Checklist If a checklist item is not completed, perhaps as part of the workflow a task will be added to that Checklist with assignment of a responsible person(s) to close that action with notes, due dates, completed dates, etc. There can be many tasks added and tied to a Checklist item. Also note that a field for the Checklist called HasTasks will be checked. Below is a screen shot adding tasks to close Checklist Code 1.1.c.4.

All tasks added into Proteus can generate a schedule, with Proteus Gantt control, to manage the schedule of closing each of the checklist items as seen below. Also, if applicable, Histogram and S-Curve could be generated to show work effort of responsible resources to close actions. Information in this document © SNA Software LLC, EPM Software Inc., and Promineo AS. The products Proteus and Envision are registered names belonging to their respective owners. All right reserved. 22

Adding Rich Text Format (RTF) Notes to Guideline Checklist RTF Notes can be added for each Guideline Checklist. Optionally, a formatting window can be put in this window. The Rich Text Formatting allows for formatting the text with font color, size, type as well as paragraph options and also allows for embedding URL’s and Hyperlinks.

Adding Document Links to Guideline Checklist Links to documents can be tied to Guideline checklist as well, and once the link is established Proteus can open that document. The links can reference documents on network share, hard drive, website, SharePoint document, etc. It can also reference a paragraph within a document, such as a reference to a paragraph bookmark in the Systems Description document, as long as that paragraph is marked. Below is a screen shot of adding a document link to a Checklist Item as below. Information in this document © SNA Software LLC, EPM Software Inc., and Promineo AS. The products Proteus and Envision are registered names belonging to their respective owners. All right reserved. 23

Miscellaneous Features As users work with this workspace, other items can be created and used that’s plug and play within Proteus. A list of these can be custom charts, reports, grid outputs, Gantt’s, Histograms, completion reports, alerts, snapshots. For instance, let’s say the organization wants to snapshot the progress of the assessment and a certain point in time, or at certain intervals. A Proteus snapshot can be set up to capture any of the data items as they are at that particular time. This can then be used in grids or a custom chart or report can be set up to show the phasing and progress on items. Another example is taking the Task list and visualizing a Gantt chart of all the defined tasks, and the progress of those tasks, and can even be included in Histograms or completion reports. Below is a screen shot of a custom report that was put together that prints out the Guideline Attributes. With the built in Report Designer, formal reports can easily be generated off any data within the workspace and saved for re-use and exported out to .PDF, RTF, Excel, HTML and other formats.

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Grid layouts can also be setup as another means of working with the data or exporting it to MS Excel. These grids keep all the parent/child dataset relationships as seen below.

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Pivot Grids can also be generated ad hoc and saved for later use. Below is a Pivot grid grouping Guidelines by Group and comparing the number of checklist items vs the number of checklist items met.

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