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U.S. Department of Energy

WELCOME TO PARS II Training. U.S. Department of Energy. PARS II 102 Monthly Updating and Reporting. Course Objectives. Upon completion of this course, users will be able to: Gain a general knowledge of PARS II features, capabilities and operation Navigate in the PARS II application

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U.S. Department of Energy

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  1. WELCOME TO PARS II Training U.S. Department of Energy PARS II 102 Monthly Updating and Reporting

  2. Course Objectives • Upon completion of this course, users will be able to: • Gain a general knowledge of PARS II features, capabilities and operation • Navigate in the PARS II application • Select a Project to view and analyze • Project Attributes • Contacts and Certification levels • Critical Decision data at each CD level • BCPs and KPPs • Contractor monthly EVM data • Enter monthly status updates • Upload attachments • Run PARS II Reports

  3. Acronyms • PARS – Project and Assessment Reporting System • OA – Oversight and Assessment • CPP – Contractor Project Performance • EVM – Earned Value Metrics • CD – Critical Decision • KPP – Key Performance Parameter • BCP – Baseline Change Proposal • FPD – Federal Project Director • OECM – Office of Engineering and Construction Management

  4. Overview What Is PARS II ? Capital Project Life Cycle in PARS II PARS II Data Hierarchy PARS II Privileges Legend for Class Slides

  5. What Is PARS II ? • Commercial-off-the-shelf (COTS) product • iProgram component of Dekker’s Project Management Information System (PMIS) • Configured to meet DOE requirements • Web application • Menus, reports to reflect DOE’s project assessment process • Repository of project status, assessment, and performance • cost performance • estimates for completion • monthly status updates • supporting documents • DOE-wide deployment completed September 2010

  6. Life Cycle of a Capital Project Typical DOE Acquisition Management System for Line-Item Projects. Source DOE G 413.3-16, 9-24-08

  7. Critical Decision 4 Closeout Critical Decision 0 Contractor EV Cost, Schedule Updates Critical Decision 1 Critical Decision 3a, 3 Critical Decision 2 Life Cycle of a Capital Project in PARS II A Project that meets 413 criteria is entered in PARS II and updated as it progresses through CD Levels OECM Assessments Program Office Assessments FPD Assessments DOE Server PARS II Monthly for CD-2 and CD-3a, 3

  8. PARS II Data Hierarchy User assigns Name at creation Level 3 System Configurable System Configurable Level 2 Level 1 PARS assigns # User assigns name

  9. PARS II View Rights • Users can view and analyze ALL of the information for a Project • OECM analysts can view data for all projects • Other PARS II users can view data for projects they have been granted access to • Summary-level Project data is viewed • via the Oversight and Assessment menu options • Contractor Project Performance data is viewed • via the Project Performance menu options –the dashboards

  10. Select from each of the three pre-populated dropdowns Click FIND icon Legend for Class Slides Find and Reports are the only active icons when no project is selected • Green, Octagonal boxes or any Blue shapes • Information boxes Projects Tab • Yellow, Rectangle shape boxes • User Actions • Red or Bright Green outline shapes • Areas to note on screens

  11. Logon to PARS II

  12. Logon – PARS II URL From an IE8 browser, type https://pars2training.doe.gov Use this URL in training class 3. Enter - User Name - Password (case sensitive) 2. Click Continue

  13. PARS II Screen Layout Projects Tab Navigation Bar Oversight & Assessment Menu Blue button shows menu selection New logon sessions begin with the Project tab view Project Performance Menu Reports Menu Menu options vary based on user role HELP

  14. If you work with a small number of projects, this is an infrequent setup Select a Project Hierarchical Method to Access Projects Three levels Find Method to Access Projects Binocular Icon Clear prior search criteria Always “Select” a Project Click to Highlight

  15. Hierarchical Method to Access Projects Find is the only active icon when no project is selected 1. Select Program 2. Select from Level 2 list After Program is selected, the 2nd list is propagated 3. Select from Level 3 list

  16. Project List in Projects Tab After the three program levels are selected, a project list displays To retain the sort you selected, click Save Configuration Click on a Column Heading to sort list by that column Default is PARS Project ID SCROLL to see more information

  17. Select a Project After a project is selected, actions are activated. WAIT anytime LOADING is displayed. Highlight the project to view and analyze Actions/icons activated vary based on your user access role

  18. Find Method to Access Projects • Using the Find icon, you can search for A specific project OR All projects within a selected category For Projects that you have been granted access to FIND is the method most frequently used

  19. To Find A Specific Project 1. Click FIND The current project list can be filled or empty 2. Enter the appropriate identifying value in one of the boxes below PARS Project ID or DOE Project Number recommended as unique identifiers 3. Click SEARCH

  20. Results of Search for a Specific Project HIGHLIGHT

  21. Search for a group of projects 3. Click SEARCH 1. CLEAR any prior criteria For example, all projects under EM-20 2. Enter EM-20 for the Program Name NOT Case-sensitive ------------------- Searches for phrase appearing anywhere in the field – wildcard not needed HIGHLIGHT project you want to work with Results of Search

  22. Other Criteria Options for Searching Use to search for projects you have access to that are associated with a contact registered in PARS II CLEAR any prior criteria To have a person or organization registered in PARS II, contact the PARS II Helpdesk or your OECM analyst Message if no records match search criteria

  23. Projects “Stick” • PARS II retains the selected project and the list of projects • Throughout the current logon session AND • Populates the Projects tab with the same project and list in your next logon session • To change the list, • You must be on the Projects tab under the Oversight and Assessments menu from the navigation bar • From the Projects tab, • Re-select entries from one or more of the 3 drop-downs OR • Perform a FIND If you work with a small number of projects, this is an infrequent setup

  24. View a Project PARS II Header Info View Project Attributes View Project Contacts

  25. PARS II Header Info CD Level based on last approved date entered End Date of Current Monthly Status Period Last Update of Contractor EVM Data Pars ID Project Name User ID Logout 1. Click VIEW

  26. View Project Attributes Hierarchal Path Unique ID assigned by PARS II DOE Project Number COTS product needs a Start Date – CD-0 date Primary Contacts

  27. View Project Contacts 3. When done viewing, Click Cancel 1. Click Project Contacts tab Additional Contacts 2. Scroll right to view phone, email

  28. Workbook Exercise 1 • Find Projects • Select a Project • View a Project

  29. View OA Data CD - Critical Decision Data KPP – Key Performance Parameters BCP – Baseline Change Proposals

  30. View Critical Decision Data – Select Level 2. Select CD level from drop-down list 1. Click Critical Decisions

  31. CD 0 and CD 1 Data Link to Key Performance Parameter (KPP) for the CD Level This CD Level Planned Date Planned dates for next CD Level and forward

  32. CD 2 Data CD-2 KPP link

  33. CD 3a and CD 3 Data Note: No link to KPP for CD 3a and 3

  34. CD 4 and Closeout Data

  35. KPPs for a Project • You can Sort the KPP list • You can Filter the list 4. Click VIEW 2. Click Clear Filter to ensure complete list 1. Select KPPs 3. Highlight KPP you want to View KPP Screen

  36. View Baseline Change Proposal Select BASELINE Change to view from drop-down list Select BCPs

  37. Viewing Attachments Context-Specific All Reports Attachment Window View Attachment Content

  38. Viewing Attachments Two ways to view Project Attachments 1. Click ATTACHMENTS 1. From the Toolbar Access only to attachments associated with the active tab/screen eg. “FPD Monthly Status” or KPPs or CD This way must be used to ADD an attachment From the Navigation bar Access to ALL attachments for the selected project

  39. With descriptive info such as Type of attachment – Document, Narrative, or Hyperlink Title Doc # and Version entered by user Uploaded by - User Name of the individual who attached (not the author of) document Uploaded Date - Date attached Description entered by user Lists attachments Attachment Window • All users can view attachments • Users with “write” privileges can, - Delete attachments and - Edit descriptive information Only for the attachments they ADDED

  40. View Attachment Content 1. Click Attachment Title New Window Opens with Document, Target of Hyperlink, or Narrative

  41. All Attachments for a Project You can sort the list by any column Click ALL ATTACHMENTS You can filter the list by any column

  42. Workbook Exercise 2 • View Critical Decision • View Attachment • View KPP • View BCP

  43. Project Overview Summary-Level Project Data on a Single Page ActiveX Control Required Excel Macro Security Settings Required Saving Excel Reports

  44. Select Project Overview Wait while the report generates Select Project Overview You can work with the report table in Excel - Save, copy, print, edit, etc.

  45. Close Excel Window When done, Close Rename report file if you save it You can re-open the report in Excel, if needed

  46. Workbook Exercise 3 • View Project Overview

  47. Generating OA Reports Access to Reports Select a Report View a Report Saving Excel Reports

  48. Access to Reports Two ways to access Reports 1. From the toolbar Provides access only to reports associated with the active tab/screen eg. “FPD Monthly Status” or KPPs or CD level 2. From the Navigation bar Provides access to ALL Reports

  49. Reports from Navigation Bar The reports in the Project Reports folder contain Project-specific information.

  50. Select a Report 1. ClickReport Name to select (Highlight) Report 2. Check that correct report was selected 3. Click VIEW to run report 4. Wait for Report to Generate

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