Executing the Milestone Trend Analysis

Prerequisites

You have to have created milestones for the WBS elements and/or activities and set the Trend analysis indicator in the Usage section of the detail screen.

You must have created project versions in the information system for the required report dates.

To do this, in the Project Information System choose Start of the navigation path Structure Next navigation step Structure Overview Next navigation step or in the Project Execution menu, choose Next navigation step Period-End closing Next navigation step Project Versions. End of the navigation path

Now choose Start of the navigation path Evaluation Next navigation step Save project version Next navigation step . End of the navigation path

On the dialog screen enter the version key, the version group, and if required a description of the version.

For the data to be used in milestone trend analysis, you have to set the MTA relevant indicator in this dialog box. This indicator is set as a default, since in general it does adversely affect performance.

Procedure

  1. To access the milestone trend analysis , choose Logistics or Start of the navigation path Accounting Next navigation step Project System Next navigation step Information System Next navigation step Progress Next navigation step Milestone Trend Analysis Next navigation step . End of the navigation path

  2. A selection screen appears, in which you limit which milestones are displayed by selecting projects , WBS elements , networks and/or activities .

    You can determine whether basic dates or forecast dates are used for the milestone dates . You can also change which set of dates is used in the MTA.

    You use the Use current data too indicator to determine whether the dates from the operative project are used or whether only data from the project version is evaluated.

  3. Choose .

  4. The MTA chart appears in which the dates of the selected milestones are plotted against the report dates.

    By double-clicking individual graphical elements, you can open dialog boxes for changing these elements. For instance if you double-click the axes you can change the axis text, scaling, and so on, or by double-clicking the curves the formatting of the data. For general information about this kind of graphic, refer to Chart OCX Presentation Graphics

  5. If you want to see the table instead of the graphic, choose Start of the navigation path Goto Next navigation step Table Next navigation step . End of the navigation path

  6. The table with the milestone dates on the report dates appears.

    For here you can go to to the detail screen of a selected milestone by choosing Start of the navigation path Edit Next navigation step Choose End of the navigation path

  7. In both the graphic and the table you can restrict the number of milestones or report dates that are displayed by choosing Start of the navigation path View Next navigation step Choose dates. End of the navigation path

Note Note

You can also access MTA in the project planning board. To do this, select the relevant WBS elements and choose Start of the navigation path Goto Next navigation step Milestone trend analysis End of the navigation path .

End of the note.