Project Management Information Improvement (PMI2) Process Team SIT Training July 25, 2005
Agenda - Monday
Welcome/Meeting Objectives/Introductions
Lisa Huzar 2:00 – 2:10
Project Status
MdM Interface/Mitigation Plan CRP Results
Tamara Fields
Tamara Fields Vivian Liang
2:10 – 2:15
2:15 – 3:15 3:15 – 3:20
SIT Overview
•SIT Scope & Approach •SIT Environment
Vivian Liang
Chris Watson
3:20 – 4:15
•SIT Participation
•Center Legacy System Coordination •SIT Roles and Responsibilities
•SIT Pass 1 & 2 Test Set/Plan
•SIT Schedule
Change Management Update Wrap/Up – Review Schedule for Week
Tia Collins Lisa Huzar Vivian Liang
4:15 – 4:30 4:30 – 4:45
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Objectives
• Communicate the following
SIT Overview SIT Roles and Responsibilities SIT Environment SIT Rules SIT Test Set/Plan (Execution Log) SIT Schedule SIT Tools (Test Director) SIT Defect Process SIT Business Process Documentation Update Detailed content review of the Final Design Demo Design Execute transactional related design elements Review SIT training materials Job Aids User Procedures Test Plan Execution Logs
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SIT Ground Rules
• All SIT participants must attend SIT Training scheduled the week of July 25
• •
All PMI2 R/3 testing will take place in the PMI2 facility, Room 429 Remote access will be available for BW testing; however, PMI2 Reporting Process Team members are encouraged to test in the PMI2 facility Center Legacy Systems that extract data from BW can be tested remotely BW remote testers should direct questions to their Process Team members
SIT participants that are currently not Process Team members will now be considered project resources
• •
•
•
SIT participants may be requested to enter test transactions for multiple Centers
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Project Status
Summary of Project Activities
• • • • • • • • • • • • • • • • • • December 2004 - Project Approved January 3rd - Blueprint Started March 14th – PMI2 Blueprint Pass 1 Review March 29th – Call Letter Issued to request Process Team (Core and Extended) April 5th – PMI2 Preliminary Blueprint Review (PBR) April 26th – Process Team Kick Off May 11th – PMI2 Final Blueprint Review (FBR) PMI2 Phase I completed Blueprint Phase on May 13 th May 16th - Realization Started & Conference Room Pilot (CRP) Start May 24th - Realization Kick Off June 21st & 22nd – Data Mapping Kick Off (Institutional & Mission Directorates) June 28th - Critical Design Review (CDR) July 1st – Conference Room Pilot (CRP) end July 5th – System Integration Test (SIT) start July 25th – Test Readiness Review (TRR) August 19th – PMII Draft Data Mapping Deliverable due (Institutional & Missions) Oct. 5th – Tentative ORR (including Center Readiness Review) Page 6 October – Go Live
PMI2 Timeline (including CRCS & MdM Key Dates)
FY05
June June 21st – 22nd: Data Mapping Kick offs Mission Directorates/Institutional June 28th: Critical Design Review (CDR) July July 1st: Conference Room Pilot End August Aug 15th: Final Submission of Change Request September Sept 2nd: Data Mapping provides final extract for CRCS Load Sept. 26th: CRCS Production Go-Live October Oct . 10th: Final Deliverable Automated Load to SAP Oct 17: Tentative SAP Go-Live
July 5th: SIT Pass 1 Start
Aug. 19th: SIT Pass 2 End
July
21st:
Tentative TRR
Aug 19th: PMII Data Mapping Deliverable Due date
Aug 22nd: SIT Pass 3/ Release 6.1 Pass 2 Start Aug 22nd – 31st: OCE/OCFO Final Review, Final Change Request Disposition
Sept 16th: SIT Pass 3/ Release 6.1 Pass 2 End Sept 19th – Sept 29th: SIT Pass 4/ Release 6.1 Pass 3
Oct . 21st: Final Deliverable Automated Load to MdM
Oct 24: Tentative MdM Go-Live
July 22nd: SIT Pass 1 End
July
25th: SIT
Pass 2 Start
Aug 31st: Agency Account Code Freeze
= Key Deliverable Dates
=
Review by OCFO, OCE, Mission Directorates, and Institutional Agency POCs
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MdM Interface Update / Mitigation Plan
Background
• PMI2 Team Recommended Deferring the MdM to SAP interface for October Go-Live during the CDR
Requested approval of the Mitigation Plan Approach until Interface is Released for Production Recommended continued parallel interface development for earliest release possible
• Justification/Rationale
Use Case documentation needed to be completed and approved on May 18th Unresolved Issues Incomplete Design Documentation based on assumptions Development needed to start by June 8th to meet delivery for SIT Pass 2 Lack of Schedule Integration to support System Integration Test Coordination
• Per the OCFO DCFO, received approval of recommendation on July 1st
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MdM Interface Scope • Central repository for NSM data elements
• Web-based tool to replace the current AWCS system
• All Project Structures and nomenclature will reside in the MdM and be passed to SAP R/3 for Fund Center and Project creation
• Current PMI2 assumption is to design the interface to build the following data elements
Funds Center
Project WBS Hierarchy Derivation Rules Validation Rules
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Interface Requirements
• PMI2 requires the following to complete Interface Design and Implementation
Functional and Technical Design Agreement of the design approach for PMI2 attributes Tool Demo
Use Case documentation completed and approved Interface Definition Agreement (IDA) completed and approved MdM timeline to integrate with PMI2 System Integration Test
Establish schedule dependencies Environment Connectivity
Technical confirmation of data exchange Testing and Verification of business rules and design
Coordinated Test Execution and problem resolution
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Auto Load Validation Process
• MdM and SAP Content and Technical Validation
Data Mapping team will provide automated query validation of SAP and MdM extracted Master Data against Data Mapping Access database
Auto Test Load Validation Plans (content and technical) need to be developed for SAP verification
Data Structures team will provide a listing of content validation rules to ensure content loaded to SAP matches the Data Mapping Access Database. – Compare number of records sent against number of records created – Compare number of derivation rules created versus anticipated Data Structures team will provide a technical validation to ensure requirements are met in SAP – Business Area ‟01‟ on Project Level 0
MdM needs to provide Auto Test Load Validation Plan (content and technical)
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Post Go-Live Creation/Maintenance Process Option A Assumptions Process
•SAP is not the System of Record
•SR submitted to the Competency Center for creation/update („Business as Usual) MdM System Administrator (equivalent) submits SR
Questions
Comments
•The PMI2 team will provide user procedures for managing new attributes
MdM System is Ready for October Release
•MdM system contains all requested/approved PMI2 attributes
•Subject to the same guidelines or rules established by the interface
•MdM System owns the approval process
•MdM still responsible for data validation Nomenclature standards 7120.5c WBS Level 2 Standards Confirmation of Status „Executable‟ •Competency Center only receives creation/updates from the MdM System Administrator and/or equivalent
Who submits the SR from the MdM System (System Administrator and/or Equivalent)? Who works creation/update issues from the Competency Center?
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Post Go-Live Creation/Maintenance Process Option B Assumptions Process
•SAP is not the System of Record •SR submitted to the Competency Center for creation/update
Questions
•Where is the System of Record Maintained for NSM Structure & Nomenclature without the MdM System? Does the Data Mapping Database stay as interim? If so, who maintains it and who owns it? •Who creates the SRs for the Comp Center? How does the Comp Center know the request approved and validated and coming from the correct owner of the data?
Comment
•The PMI2 team will provide user procedures for managing new attributes
MdM is not Ready for October Release
•MdM system does not contain all requested/approved PMI2 attributes
•Subject to the same guidelines or rules established by the interface
•Agency still responsible for data validation
Nomenclature standards 7120.5c WBS Level 2 Standards Confirmation of Status „Executable‟
•Centers not allowed to create SRs for Agency Controlled NSM Structure
Only Receives Updates from Agency Owner
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Conference Room Pilot (CRP) Results
Conference Room Pilot (CRP) Overview • A Conference Room Pilot is a working SAP prototype based on a selection of several key business processes and is used to validate the functionality and the design:
It begins with setting up initial configuration components Continues with the detailed definition of business scenarios
Scenarios are defined for the agency, using new processes and center input to ensure completeness
Detailed configuration built on the “going-in position” defined by the organizational hierarchy definitions
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CRP Results
• Total of 20 scenarios have been tested during CRP
56 execution logs defined and tested
Multiple execution logs utilized to separate PY05 and prior vs. PY06 and forward processes Multiple execution logs utilized to separate complex scenarios
•
Status
Passed – Scenario passed with no issues Passed with Exception – SGL pro formas not confirmed by OCFO; testing based on PMI2 assumptions Failed – Agency process not defined by OCFO Status
Passed Passed with Exception Failed
Defects
Data Structures
21 7 3
I02462, I02463
Cost Collection
25 None None
None
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System Integration Test (SIT) Overview
System Integration Test (SIT) Overview
• Formal set of integrated test activities incorporating all aspects of the business solution, including converted legacy data (where applicable) Business oriented, end-to-end test cases encompassing steps or functions of the business process, including exceptions and error processing Includes the following solution components:
Agency systems (SAP and any remaining legacy applications) Agency business partners (HHS, Treasury, etc…) Custom development components (interfaces with other agency systems or business partners, custom reports / forms, and extensions) User Procedures and Job Aids
• •
•
•
•
SIT will be planned and performed by the PMI2 Process and Integration IPT Teams (with additional participation from Agency Core & Extended Process Team ) and will include Agency-level solution components Perform more formal and comprehensive business test scenarios than previous project test activities Test according to functional requirements (tracking utilizes RequisitePro), integration with general ledger, etc., where functional requirements will be mapped to flow charts and scenarios
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SIT Scope and Schedule
Test Pass
SIT Pass 1
Description
•Integrated end-to-end business processes • Limited Custom objects (RICEF) included •Testing will occur in T01 (copy of P01)
Timeline
7/5/2005 – 7/22/2005
•BW available for test verification
SIT Pass 2
•Integrated end-to-end business processes
•All available Custom objects (RICEF) included
7/25/2005 – 8/19/2005
•Testing will occur in T01 (copy of P01 pre yearend) •BW available for test verification
SIT Pass 3
•Integration with Release 6.1 Pass 2
•All available Custom objects (RICEF) included
8/22/2005 – 9/16/2005
•Testing will occur in S02 (P01 post year-end)
•BW available for test verification
SIT Pass 4
•Integration with Release 6.1 Pass 3
9/19/2005 – 9/29/2005
•Testing will occur in X02 (P01 post year-end)
•BW available for test verification
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System Build Schedule
Activity
Systems R/3 BW
BW5 BWT BWT TBD
Execution Dates From
5/1/2005 7/5/2005 7/25/2005 9/19/2005
R/3 Source System
To
7/1/2005 7/22/2005 8/19/2005 9/16/2005 9/25/2005 D01 P01 P01 S02 (P01 Post Year-End) X02 (P01 Post Year-End)
PMII CRP PMII SIT Pass 1 PMII SIT Pass 2 Regression Test Pass 1 Regression Test Pass 2
D01 T01 T01 S02 X02
BWS 8/22/2005
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Process IPT Test Documentation & Deliverables
• The Process IPT Team is responsible for developing several key documents and deliverables for System Integration Test
• Each document has its own distinct use, and each is related to the others
• Test Set
• Test Plan (Execution Log)
• Details the Test Steps and Transaction Codes, Expected Results, and Actual Results
•
In addition to these test documents, the Process IPT remains responsible for maintenance of several other key deliverables
• Requirements
• Process/Sub-Process/Activity definitions • White/Solution Papers
• Role Definitions – coordinated with Change Management team • Inputs to Process Flows and Functional/Technical Designs
• Controlled through Competency Center Change Control processes
• Defect Documentation • Configuration Rationale
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Documentation Change Control Process • The PMI2 project will follow the Change Control process as defined by the IFMP Project Process.
Any changes to requirements, activity definitions, and white papers must follow the project‟s change control process A Lotus Notes Database entitled Rational Artifact Tracking (RAT) will be used to request base-lined documentation to be checked out from RequisitePro
QA Team member receives notification of “check out”
Only one check out allowed at one time for the same document Requestor makes changes with TRACK CHANGES feature “ON” and reattaches file in MDM
When completed, select approver and send e-mail notification
Only Sub-Team leads and QA Team have approval authorization When approved, QA Team member checks document into RAT and marks any new requirements
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Coordination with Integration IPT
• •
•
Integration IPT is responsible for the SIT tool sets, Application Development Documentation (Use Cases, Function/Technical Designs), and the Defect Process The Process IPT team will work with the Integration IPT team to blend the business, system, development, and technical aspects into a seamless, integrated whole The Integration IPT Quality Assurance (QA) is responsible for the Defect Process
• Any failed step that is encountered during test execution requires a defect to be logged • Defects are created within TestDirector and associated directly to the failed step • Each defect tracks the Status, Application (Process), User information, and a description • The Test Defect is associated with a SIR in the Lotus Notes Methods Delivery Manager (MDM) to support the transport/migration process • The defect is reviewed by Process and Integration IPT Leads and NASA counterpart • The defect is assigned to the appropriate team member and worked according to the existing procedures
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SIT Participation
Test Pass
SIT Pass 1 SIT Pass 2 & 3
Process and Integration IPT Teams
•Responsible for executing all identified test scenarios (R/3 & BW) •Responsible for executing all identified test scenarios (R/3 & BW) •Provide support for SIT training scheduled week of 7/25 •Provide functional support to Core/Extended team when on-site for testing
Core and Extended Process Team
•No Participation •Attend SIT Training the week of 7/25
No R/3 SIT testing allowed if the user does not attend scheduled SIT Training
•Responsible for executing identified test scenarios (R/3 & BW) to support Center Legacy testing
May require executing the same scenarios multiple times to support test data creation for all Centers
•All Testing by the Core/Extended Team must be On-Site
SIT Pass 2 On-Site Testing on the Week of 8/8 & 8/15 SIT Pass 3 On-Site Testing on the Week of 9/12 Optional On-Site Testing the Week of 9/5 (holiday week) •Responsible for testing the End User Procedures for SIT Pass 2 and 3
SIT Pass 4
•Responsible for executing all identified test scenarios (R/3 & BW)
•No Participation
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Data Load / Set-Up
Automated Load Background
• Per the OCFO DCFO approval on July 1st, the MdM to SAP interface is deferred for October Go-Live and the project will utilize the Mitigation Plan Approach until Interface is Released for Production
One time initial automated loads will be utilized to create Fund Centers, Projects, and Derivation rules to support the creation of the PY06 NSM Structure in SAP Utilize the Deliverables created by the Data Mapping team to create the necessary extract files to support the automated loads
Data Mapping Deliverable Includes
Updated M3 document (Mission, Theme, Program, Project) Project through WBS Level 7 Attributes for all levels of the NSM Structures (Mission – WBS Level 7) PY05 and Prior Mapping to PY06 NSM Structure
• As a result of this decision, the automated load process will be tested during SIT
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SIT Auto Load Strategy
Test Pass
SIT Pass 1
Test Automated Load
•Fund Centers Only
Test Data
Production Data: Institutional (Mission through Project)
Sample Data: Programmatic (Mission through Project)
SIT Pass 2
•Pre Year-End
•Fund Centers •Projects/WBS Elements
•Production Copy
•Derivation Rules
•Cost Centers (attribute update only) •Fund Centers •Projects/WBS Elements •Derivation Rules
Production Data: Institutional and Mission (Mission through Project/WBS 7) Sample data for Gaps Production Data Only
SIT Pass 3
•Post Year-End
•Production Copy
•Cost Centers (attribute update only)
•Full Load of Production Data (confirm etc auto load of each item + functional and technical validation)
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Mitigation Plan Automated Tool Options
Master Data Area
Derivation Rules
Options
Custom ABAP Script (i.e., eCATT, WinRunner, LoadRunner)
Funds Centers
SAP-delivered t-code FMSY (loads funds center data from a flat file) Custom ABAP Script
SAP-delivered LSMW project using BAPI or IDoc import techniques Custom ABAP Script SAP-delivered LSMW project using BAPI or IDoc import techniques Custom ABAP Script
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Projects
Cost Centers
Mitigation Plan Technical Recommendation
• As an implementation activity, the PMI2 team recommends Mercury WinRunner/QuickTest
One time use for Production Data Load / No reuse capability Aggressive schedule and quick turnaround time required Expertise within the team with this toolset
High Level logging can be implemented within the script
• Technology IPT is responsible for the initial load to production
Any re-assessment of automated tool considerations after go-live would be the responsibility of the Competency Center
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Data Mapping Extract File Listing for SAP Auto Load
SAP Extract File
# 1
Data Mapping Extract Files from Access Database SAP Extract: PY06 Projects for Creation
Comments
SIT Pass 2 Due Date 22-Jul
SIT Pass 3 Due Date 8/17/2005
Go-Live Due Date 10-Sep
2
SAP Extract: PY06 Fund Centers for Creation
22-Jul
8/17/2005
10-Sep
3
SAP Extract: PY06 Derivation Rules for Creation
22-Jul
8/17/2005
10-Sep
4
SAP Extract: PY05 & Prior Projects (WBS Elements) for Change
Attribute Update: Mission, Theme, Program, Project, plus others as identifed in the MdM Attribute listing
29-Jul
8/17/2005
10-Sep
5
SAP Extract: PY05 & Prior Fund Center for Change
Attribute Update: Mission, Theme, Program, Project
29-Jul
8/17/2005
10-Sep
6 7
SAP Extract: PY05 & Prior Cost Center for Change
BW ITD WBS PY05 & Prior Mapping to PY06
Attribute Update: Project
29-Jul 29-Jul
8/17/2005 8/17/2005
10-Sep 10-Sep
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Center Legacy System Coordination
Center Legacy System Approach
• PMI2 team held a telecom on June 15th with Centers to review potential impact of PMI2 design on Center Legacy Systems
Reviewed PMI2 design Reviewed considerations of impact Requested Centers to provide the following Listing of the Center Legacy Systems that require modifications General Estimate on days required to complete the change General Concerns of the Center Required Functional Support from PMI2 to interpret change to Center Legacy Systems Provided the Centers the following documents to help facilitate impact assessment action Technical Questionnaire to aid Center Legacy System Assessment Template provided to provide the requested information in one format Requested assessment be returned by COB Friday, June 24th All Centers represented on initial call except DFRC & JPL (60+ attendees) Conducted additional call on July 8th with JPL and DFRC to collect same information by July 15th Held follow-up calls with each of the Centers to review results and incorporate findings into the PMI2 SIT Schedule
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Center Legacy System Testing
• Center Implementation Point of Contact will have access to the PMI2 SIT environment
The Centers are responsible for all Center Legacy System testing If the Center utilizes BW “pulls” or R/3 Reports for retrieving data from Core Financial to support Center Legacy Systems, they will have the same ability during SIT Pass 2 and 3 BW refreshed daily for SIT Pass 2 and 3 Clients Centers will need to review the SIT Pass 2 and 3 detailed schedules to understand when applicable data would be available for data pulls Dependencies on other test plans / sets have been identified and scheduled accordingly
•
The PMI2 Process and Integration IPTs will perform interface testing for SIT Pass 2 and 3 for Core Financial approved Agency (i.e. Travel) and Center (i.e. SSC Reimbursable Roll-Up) interfaces
Interfaces will be defined in the SIT Pass 2 and 3 schedules
•
The PMI2 Process IPT team has identified the necessary scenarios and schedule to be executed to support test data creation for all Centers
The Core and Extended Process Team is responsible for the execution of these scenarios
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Process IPT Roles & Responsibilities
Process (Test) IPT Structure
Process IPT Lead
- Coordinate Ov erall SIT ef f ort - Manage Resources - Rev iew & Approv e sy stem def ects - Approv e Team Deliv erable
Data Structure Lead
Cost Collection Lead
Data Mapping Team
ReportingTeam
- Lead planning & execution ef f ort - Coordinate across f unctional areas - Rev iew test documentation - Coordinate assignment of Test Sets - Rev iew & monitor sy stem def ects
- Lead planning & execution ef f ort - Coordinate across f unctional areas - Rev iew test documentation - Coordinate assignment of Test Sets - Rev iew & monitor sy stem def ects
-Coordination with OCFO on data mapping ef f ort of PY 05 and prior structures to PY 06 structure
-Lead reporting design and dv elopment f or R/3 and Business Warehouse (BW) reports based on project requirements
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Process IPT Lead
• Overall responsibility for the Process IPT effort – tasks, deliverables, schedule, issues, interactions with other teams, etc… Performs day-to-day leadership of the overall test effort Ensures the delivery of a high-quality product that meets requirements and is completed on schedule and within the approved budget Identifies and obtains the appropriate resources (personnel, office space, supplies, tools, etc.) Establishes, monitors, and refines team organization structures and procedures to maximize efficiency and productivity Participates in the review & approval of all Test Defects Ensures consistency and adherence to standards in Test Defect documentation & resolution Approves all team deliverables Coordinates interactions with Project Management and owns the issue resolution, status reporting and buy-in discussions with Project Management
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• •
• •
• • • •
Process IPT Lead Continued
• • • Oversees all aspects of the System Integration Test effort Works directly with Competency Center QA and Release Management representatives for overall Release 6.1 coordination In conjunction with the QA team, coordinates all aspects of system defects, including assigning specific team members to complete system defect analysis, monitoring system defect resolution, retesting, and evaluating cross-team impacts Ensures participation of and coordination across functional areas and with other PMI2 and IPO teams
•
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Data Structures & Cost Collection (Test) Execution Lead
• Leads the day-to-day test planning and execution effort
•
•
Ensures participation of and coordination across functional areas and with other PMI2 and IPO teams (as needed)
Monitors and ensures adherence to test procedures and Test Defect documentation standards
• •
•
Reviews and validates/accepts documentation and deliverables of the Process IPT Coordinates the assignment of Test Sets/Plans with team members for planning completion
Coordinates the assignment of Test Sets/Plans for execution.
• •
Monitors completion of the Test Sets/Plans in adherence to the SIT schedule Reviews and manages defects entered and associated with SIT
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Data Structures & Cost Collection (Test) Execution Lead Continued
• In conjunction with the QA team, monitors and tracks system defect and issue resolution, provides information to Process IPT Lead for status reporting, and supports communications with Project Management
Serves as a “Point of Contact” for Process IPT Team Members during execution
•
•
Ensures test set execution continues on schedule and monitors any delays or discrepancies
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Role and Responsibilities: Process IPT Test Team Member
• Participates in the execution and documentation of test sets and test plans, including participation in test sets/plans “owned” or coordinated by other team members
•
•
Defines and documents test plans, including the mapping of requirements to test sets
Creates or updates test plan results as part of test set execution and documentation
•
•
Identifies and documents system defects according to team standards and processes
Coordinates data definition and set-up in support of the SIT sets, ensuring that new and existing data is used appropriately
• •
Serves as a functional point of contact for the Application Fix Team. Coordinates updates with Change Management team for refinement of end-user role definitions and user procedures
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Role and Responsibilities: Process IPT Test Team Member • Supports cross-team efforts, such as training development, application security, and mock conversion testing • Applicable NASA team members will also leverage their deep business knowledge and serve as business subject matter experts (SMEs) across the entire testing effort • Coordinates the involvement of NASA Functional Subject Matter Experts to ensure appropriate business/functional input and system considerations
• Completes the execution and documentation of test plans, including participation in test sets “owned” or coordinated by other team members
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Planning / Preparation Current Status
SIT Planning / Preparation Status
• The Process IPT team has defined the Test Sets/Plans and Schedule for SIT Pass 1 and 2 (see Back-Up)
Planning for SIT Pass 3 is in process to address testing of additional RIEF objects based upon the development schedule
SIT Pass 1 -- Complete
SIT Pass 2 – Scheduled to starts 7/25/2005, pending TRR Approval
• All of the Test Plans have been loaded in Test Director for SIT Pass 1
All expected results have been updated
• Loading of the Test Plans for SIT Pass 2 are In Process
All test plans scheduled for the first two weeks have been loaded
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SIT Pass 1 Revised Scope
• Per the approval/acceptance of the Critical Design Review (CDR), SIT Pass 1 Scope was re-aligned to accommodate the recent design changes to funds distribution
Testing was concentrated on the following Funds Distribution Process
New Validation Rules (including negative testing) Including newly proposed design changes per the June 22 nd meeting at HQ
New Attributes for Fund Center master data New Attributes for Project/WBS master data Cost Assessments Test automated load of Fund Center Creation All other test scenarios successfully completed in CRP and were not impacted by changes to funds distribution were deferred to SIT Pass 2 The only exception is the Working Capital Fund - NSSC Process which failed during CRP due to incorrect configuration of the SGL advance liquidation
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SIT Pass 1 Schedule Example
SIT Pass 1 Scenario List Sort Note: Color legend see bottom of SIT Pass 1 String list. NASA Owner Data Structures DS01.01 Master Data Creation Direct Programmatic Funding DS02.01 PY05 Direct Programmatic Funding DS02.02 PY06 DS03.01 Reimbursable Funding - PY05 DS03.02 Reimbursable Funding - PY06 DS04.01 Corporate G&A Funding - PY05 DS04.02 Corporate G&A Funding - PY06 DS04.03 Center G&A Funding - PY05 DS04.04 Center G&A Funding - PY06 Institutional Investment Funding DS04.05 PY05 Institutional Investment Funding DS04.06 PY06 Agency Fee for Services Funding DS04.07 PY05 Agency Service Pool Funding DS04.08 PY06 DS04.09 Service Pool Funding - PY05 DS04.10 Service Pool Funding - PY06 DS04.11 Labor Pool Funding - PY05 DS04.12 Labor Pool Funding - PY06 Cynthia Smith Michelle Smith Cynthia Smith John Schremp Cynthia Smith Cynthia Smith Cynthia Smith Cynthia Smith Cynthia Smith Cynthia Smith Cynthia Smith John Schremp John Schremp John Schremp John Schremp John Schremp John Schremp John Schremp SIT Pass 1 Accenture Owner M T 4 5 W T 6 7 7/4/05 [--------] [-----------------] [-----------------] [-----------------] [-----------------] [--------] [--------] [--------] [--------] [--------------------] [--------------------] [--------------------] [--------------------] [--------------------] [--------------------] [--------------------] [--------------------] [--------------------] [--------------------] [--------------------] [--------------------] [--------] [--------] [--------] [--------] [--------------------] [--------------------] [--------------------] [--------------------] F 8 M T W T F M T W T F 11 12 13 14 15 18 19 20 21 22 7/11/05 7/18/05
Status
[--------] [--------] [--------] [--------] [---------------------] [---------------------] [---------------------] [---------------------] [--------] [--------] [--------] [--------]
Cynthia Smith John Schremp Cynthia Smith John Schremp Cynthia Smith John Schremp Cynthia Smith Cynthia Smith Cynthia Smith Cynthia Smith Cynthia Smith John Schremp John Schremp John Schremp John Schremp John Schremp
SIT Pass 1 Test Plan Listing & Status
Sort String
SIT Pass 1 Test Plan List
Data Structures
SIT Pass 1 NASA Owner
SIT Pass 1 Accenture Owner
Status
DS01.01 DS01.02
General Master Data Creation Master Data Creation - Fund Center Extension
Cynthia Smith Cynthia Smith
John Schremp Chris Krug
Passed Passed with Exception
DS01.03
Master Data Creation - Fund Center Auto Load
Cynthia Smith
Robert Damian Brian Kirchhoff
Passed
DS01.04
Master Data Creation - Project Extension
Cynthia Smith
Robert Damian
Passed
DS01.05
DS02.01
Master Data Creation - Derivation Rules
Direct Programmatic Funding - PY05
Cynthia Smith
Cynthia Smith
Robert Damian
John Schremp
Passed
Passed
DS02.02
DS03.01
Direct Programmatic Funding - PY06
Reimbursable Funding - PY05
Cynthia Smith
Cynthia Smith
John Schremp
Michelle Smith
Passed
Passed
DS03.02
DS04.01
Reimbursable Funding - PY06
Corporate G&A Funding - PY05
Cynthia Smith
Cynthia Smith
Michelle Smith
John Schremp
Passed
Passed
DS04.02
DS04.03
Corporate G&A Funding - PY06
Center G&A Funding - PY05
Cynthia Smith
Cynthia Smith
John Schremp
John Schremp
Passed
Passed
DS04.04
Center G&A Funding - PY06
Cynthia Smith
John Schremp
Passed
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SIT Pass 1 Test Plan Listing & Status
Sort String
SIT Pass 1 Test Plan List Data Structures
SIT Pass 1 NASA Owner
SIT Pass 1 Accenture Owner
Status
DS04.05
Institutional Investment Funding - PY05
Cynthia Smith
John Schremp
Passed
DS04.06
DS04.07 DS04.08 DS04.09
Institutional Investment Funding - PY06
Agency Fee for Services Funding - PY05 Agency Fee for Services Funding - PY06 Service Pool Funding - PY05
Cynthia Smith
Cynthia Smith Cynthia Smith Cynthia Smith
John Schremp
John Schremp John Schremp John Schremp
Passed
Passed Passed Passed
DS04.10
DS04.11 DS04.12 DS04.13 DS05.01
Service Pool Funding - PY06
Labor Pool Funding - PY05 Labor Pool Funding - PY06 Agency Service Pool Funding - PY06 Generate SGL Reports
Cynthia Smith
Cynthia Smith Cynthia Smith Cynthia Smith Cynthia Smith
John Schremp
John Schremp John Schremp John Schremp Michelle Smith
Passed
Passed Passed Passed Passed
DS08.01
DS08.02 DS09.01
Investment Funding - PY05
Investment Funding - PY06 GAD Funding - PY05
Cynthia Smith
Cynthia Smith Cynthia Smith
Michelle Smith
Michelle Smith Lauren Baker
Passed
Passed Passed
DS09.02
DS10.01 DS10.02 DS10.03 DS10.04
GAD Funding - PY06
Miscellaneous Funding - CR PY05 Miscellaneous Funding - Rescission PY05 Miscellaneous Funding - CR PY06 Miscellaneous Funding - Rescission PY06
Cynthia Smith
Cynthia Smith Cynthia Smith Cynthia Smith Cynthia Smith
Lauren Baker
Lauren Baker Lauren Baker Lauren Baker Lauren Baker
Passed
Passed Passed Passed Passed
Page 48
SIT Pass 1 Test Plan Listing & Status
Sort String
SIT Pass 1 Test Plan List
SIT Pass 1 NASA Owner Cost Collections
SIT Pass 1 Accenture Owner
Status
CC06.01
Month end Processing-Cost Pool Allocations - PY05
Cynthia Smith
Chris Watson
Passed
CC06.02
Month end Processing-Cost Pool Allocations - PY06
Cynthia Smith
Chris Watson
Passed
Page 49
SIT Pass 1 Results
Summary Data Structures
Cost Collection Total
# of Test Sets 10
1 11
# of Test Plans 31
2 33
Test Plan Summary
Data Structures Test Plan Results
Passed
29
Passed with Deferred Failed Exception
1 1 0
Defect
4
Cost Collection Test Plan Results Total
2 31
0 1
0 1
0 0
0 4
Page 50
SIT Pass 1 Results
Defect Title
Master Data Creation_PY06Create Fund Error Funds Center Master Extension incorrect error message
Funds Center Extension - Field Length and Type change
Defect ID
Status
Priority
Technical Owner
Functional Owner
2 3
Retesting Complete Retesting Complete
Retesting Complete
1-Very High 2-High
Art Dunn Art Dunn
John Schremp John Schremp
John Schremp
4
3-Medium
Art Dunn
Funds Center Master Extension
5
New
4-Low
Art Dunn
John Schremp
Page 51
SIT Pass 2 Listing and Schedule (Go to Excel Document)
Change Management Training
Training Curriculum Update •
The updated curriculum for PMI² includes the following:
Course
PMI² Overview
Delivery Method
Web-based
Audience
All Core Financial Roles
Project Managers
All WebTADs users
Funds Distribution Processing Instructor Led Agency Budget Maintainers Center Budget Maintainers
PMI²/ALDS Information Delivery Overview
Instructor Led
Reporting Super User Leads All BW users with standard BW query access
Assessment Cycles
Instructor Led
Assessment Cycle Maintainer
Procurement Process Overview
Web-based
Procurement Community
Page 54
Training Impacts to Existing Core Financial Courses
• Several existing Core Financial courses available on SOLAR will be updated to reflect impacts by PMI²
Course
General Overview Course
Core Financial Cross-Functional Overview (FI-FMWeb-Based
Delivery Method
MM-CO Relationships)
Purchasing Courses PR Review Process Instructor Led
Requisition Approval Processing
PR Review Process for Procurement Personnel Bankcard Review Process Bankcard Purchases & Desktop Receiving Requisitioning Basics
Instructor Led
Instructor Led Instructor Led Web-Based Web-Based
Page 55
Training Material Development Timeline
Training Task Owner Time Frame
Training Curriculum distributed to Competency Center Training Detailed Course designs distributed to Competency Center
PMI² Overview course developed Existed Core Financial Courses updated Training Materials (PMI² Overview Course and CF Courses) are reviewed Draft Training Communication Materials
PMI² Training Lead PMI² Training Lead
Competency Center Competency Center PMI² Training Lead PMI² Training Lead
Week of July 25-29 Beginning July 29
Month of August Month of August Throughout course development August 1-5
Training Materials posted on SOLAR Conduct PMI²/ALDS Information Delivery Train the Trainer Rollout PMI² Overview Course to Centers Rollout Core Financial Courses to Centers
Competency Center Lisa Huzar with support from PMI² Training Lead PMI² Training Lead PMI² Training Lead
TBD August 29-September 2
September 5-9 September 19
Page 56
PMI²/ALDS Training Timeline
July
7/25
August
8/19 Training Development Sandbox (TR2 in use)
September
9/13-9/15
ALDS Overview Course
October
Nov/Dec
9/5
9/9
Distribute PMII Overview Course to Center CM POCs 9/19 8/11 Deliver Training Communications to Center Center Information Delivery CM POCs Training (BWR) 9/5-9/16 Center Development of Info Delivery Training (BWR)
10/28
8/22
8/26
10/28 Center Information Delivery Training continues (uses Production BW)
Training
Training Development Team build of Training Data (TR2) 8/29
9/19 Rollout Updated CF Course to Centers
9/2
PMII/ALDS Information Delivery Train the Trainer (BWR)
8/1 Begin Training Logistics Coordination (Training Rooms, trainers, # impacted end users)
8/15-8/26 Centers deliver Training Communication 8/29
TBD PMII Agency Funds Distribution Processing Course
9/12
TBD PMII Center Funds Distribution Processing Course (HSV) 10/14
Center End User Training (TR1) Available-Use for Funds Distribution Course 10/14
Training Environment Available to Centers (TR1)
Page 57
Change Management Process & Organization Alignment
Performance Management Tools End User Procedures - Status
• Impacted End User Procedures (EUPs)
22 existing EUPs require minor updates as a result of PMI2 BE = 16
Purchasing = 5 Cost Management = 1
1 new EUP required for t-code BPACC - Create/Maintain Budget Derivation Rules
• EUP Development Status
In Process = 9 (Developer is in process of updating/creating EUP) Complete = 0 (Team Lead approved; awaiting Change Mgmt review) In Revision = 0 (EUP failed a review; developer is revising EUP)
Revision Complete = 14 (Change Mgmt approved; awaiting Functional Lead review)
Approved = 0 (Functional Lead approved; EUP is ready for testing)
Page 59
Performance Management Tools End User Procedures - Testing
• End User Procedures will be tested in SIT 2 (7/25 to 8/19) by NASA‟s Core and Extended Process Teams
• Any defects/changes identified through the SIT execution will be retested as part of 6.1 Release Regression Test 1 (8/22 to 9/16)
• End User Procedures will be a part of the overall solution and are an important aspect of the overall test scope
Page 60
Performance Management Tools End User Procedures - Key Dates
Activity SIT 1:
Develop EUPs and post in MDM for review Process IPT July 22, 2005
Responsible
Due Date
Review & Approval
Interim Hand Off to Competency Center (not tested)
Process Sub-Team Leads, Change Management, and Functional Lead
Change Management
As completed, on or before July 22
July 25
SIT 2:
Validate EUPs
Revise EUPs as needed and post in MDM for review/approvals Review & Approval Interim Hand Off to Competency Center (tested)
NASA Extended and Core Process Teams
Process IPT Same as above Change Management
Week of Aug 15 – 19
As completed, on or before Aug 19 As completed, on or before Aug 22 Aug 24
SIT 3/6.1 Regression 1:
Re-test defects found during SIT 2
Revise EUPs as needed and post in MDM for review/approvals
NASA Extended Process Team
Process IPT
Sept 16
As completed, on or before Sept 16
Review & Approval
Same as above
As completed, on or before Sept 21
SIT 4/6.1 Regression 2:
End User Procedure Deliverable TIM Change Management and COTR Week of Sept 26
Post Testing Phases:
Final Hand Off to Competency Center (approved deliverable) EUPs made available to end users Change Management Competency Center Sept 30 Coinciding with Go Live
Page 61
Performance Management Tools Job Aids - Status
• Impacted Job Aids
8 existing Job Aids require major updates (All Cost Management) 5 New Job Aids required (All Budget Execution)
25 Expired Job Aids (All Cost Management)
• Job Aid Status
Not Started = 12
In Process = 0 Complete = 1 Approved = 0
Page 62
Performance Management Tools Role Definitions - PMI2 Role Impacts
• Of the approximately 74 Core Financial roles assessed to date, the following are impacted by PMI2
24 existing Core Financial SAP roles
2 existing Bankcard roles 1 new Core Financial SAP role identified (Competency Center role)
0 expired roles identified
• Nature of role impacts is primarily changes to the data, not significant process changes to the actual role or role definition (e.g., description, activities, skills)
• 13 roles required role definition updates
8 were impacted by PMI2
5 were outdated since Core Financial
• Role security will be tested in SIT 2 and, if needed, SIT 3
Page 63
Performance Management Tools Role Definitions - PMI2 Role Impacts
Budget Execution
• • • • • • Budget Administrator (Competency Center) Budget Maintainer Funds Reserver Project Administrator (Competency Center) Budget Report Processor MdM Interface Processor (New)
Cost Management (CM)
• • • • • • • Assessment Cycle Maintainer Contractor Cost Report (CCR) Administrator Contractor Cost Report (CCR) Analyst Cost Center Maintainer (Competency Center) Consumption Data Processor NSMS Purchasing Analyst NSMS Distribution Analyst
SGL
• SGL Reconciliation Analyst • External Information Generator • Management Information Generator
BankCard
• Bankcard Holders • Bankcard Approvers
Purchasing
• • • • • Agency Buyer (Procurement) Center Buyer (Procurement) Outside Buyer (Procurement) Requisition Approver (Requisitioning) Requisitioner (Requisitioning)
Account Payables
• Vendor Invoice Processor
Account Receivables
• Reimbursable Manager • Agency Surcharge Processor • Sales Order Processor
• Agency Contractor Cost Report Administrator - CM • Contractor Cost Report Processor - CM
In addition, updated 5 existing Core Financial roles that were outdated:
• Project Planner - Budget Execution • Journal Entry Processor – SGL • Assessment Cycle Administrator - CM
Page 64
Performance Management Tools Posting Documents to OLQR
• Submit OLQR documentation via the SR process as attachments • Submit batch requests per functional area (e.g., all BE EUPs in one SR) • Use track changes feature on all existing documents (if possible) • 2 week lead time requested for changes to OLQR • Documents will be stored on OLQR development server until go live • Freeze on all other updates to OLQR necessary (meaning all documents on development will be uploaded at once, not separately) • OLQR POC: Cathy Webster
Page 65
SIT Training Agenda for the Week
Agenda - Tuesday
Procurement Top Concerns Data Structures: Master Data – Fund Center Break Joyce Meyer Cynthia Smith 9:00 – 10:00 10:00 – 10:55 10:55 – 11:05
John Schremp
Data Structures: Master Data – Project/WBS Lunch
Data Structures: Master Data – Derivation Rules
Cynthia Smith
Rob Damian
11:05 – 12:00 12:00 – 1:00
Cynthia Smith
1:00 – 1:45
John Schremp
Chris Krug Data Structures: Fund Distribution – Agency Cynthia Smith John Schremp Chris Krug (on call) 1:45 – 2:45
Break
Data Structures: Fund Distribution - Center Cynthia Smith John Schremp Chris Krug (on call)
2:45 – 3:00
3:00 – 4:00
Page 67
Agenda - Wednesday
FM/SGL Overview
Procurement – Requisitions & Obligations
Cynthia Smith
Chris Krug Cynthia Smith Joyce Meyer Vivian Liang (on call)
9:00 – 9:30
9:30 – 10:30
Break
Procurement – Requisitions & Obligations Continued Cynthia Smith
10:30 – 10:45
10:45 - 11:15
Joyce Meyer
Vivian Liang (on call) Cost Management – Cost (SES & GR & 533) Lunch Cynthia Smith Chris Watson 12:00 – 1:00 11:15 – 12:00
Cost Management – Cost Assessments Cost Management – Labor & Travel Overview Only
Break
Cynthia Smith
Chris Watson
1:00 – 2:00 2:00 – 2:30
2:30 – 2:45
Cynthia Smith
Chris Watson
Accounts Payable – Invoicing & Payment
Cynthia Smith
Doug Clark Vivian Liang
2:45 – 3:15
Reimbursable
Cynthia Smith
3:15 – 4:00
Page 68
Doug Clark
Vivian Liang
Agenda - Thursday
Information Delivery – R/3 & BW (ZNASA, etc) SIT Tools & Defect Process •Test Director •Requisite Pro •RAT •ProVision Lisa Huzar Gwen Diehl 9:00 – 11:00 11:00 – 12:00
Lunch
RIEF Overview (remaining objects) Marla Lenox Gwen Diehl
12:00 – 1:00
1:00 – 1:30
Center Legacy Systems Testing (Schedule) Wrap Up/Next Steps
Tamara Fields Lisa Huzar
1:30 – 2:00 2:00 – 2:30
•Re-Review SIT Pass 2 Schedule
•Process Core/Extended Team Travel Schedule
Cynthia Smith
Vivian Liang
Page 69
Appendix A: Project Status
PMI2 Timeline
Qtr 4
Qtr 1
Qtr 2
Qtr 3
Qtr 4
Qtr 1
Qtr 2
Qtr 3
Qtr 4
FY2004
FY2005
Project Start-Up
Phase I – Agency-wide
Blueprint Realization
FY2006
Final Prep
FY2007
Project Preformulation
Agency Go-Live Phase II – Agency-wide
Blueprint Realization Final Prep
Note:
•Phase I – FY2006 Budget Structure & Technical WBS
•Must be implemented on a year-end
Agency Go-Live
•Phase II – WBS Expansion
•Does not have to be implemented on a year-end. •Assumption: Combined with SAP Version Update project
Page 71
Phase I Mid-Level Timeline
FY05
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Blueprint
CRP Realization System Integration Test / Regression Test Data Mapping
Final Prep/ Go-Live
Production Support
Communications & Change Mgmt
Use Case Dev
Test Case Development Design & Data Mapping Development & Unit Testing
Training Deployment
= Workshop participation by OCFO
= Review by OCFO & OCE
= Decision point on OCFO Systems
Page 72
Data Mapping Timeline
FY05
June June 6: Review Data Mapping Approach with OCE & OCFO June 21: Kickoff for Institutional Mission Directorates June 22: Kickoff for Mission Directorates June 28th: Critical Design Review (CDR) July July 4: Start Weekly POC Data Mapping Team Call August Aug. 1st: Mission Directorates Deliverable Due Date Aug 1st: Begin Center Level Unique -Programmatic September Sept 2nd: Data Mapping provides final extract for CRCS Load Sept. 26th: CRCS Production Go-Live October Oct . 10th: Final Deliverable Automated Load to SAP Oct 17: Tentative SAP Go-Live
July 12-14: HQ Institutional Workshop
July 15: Institutional Agency Deliverable Due Date July 18: Mission Directorates Science (2 day) Space Ops (1 day) July 18: Begin Center Level Unique -Institutional
July 25: Mission Directorates Aeronautics (2 day) ESMD (1 day)
Aug. 5th: Institutional Center Level Unique Deliverable Due Date Aug. 10th: Mission Directorate Center Level Deliverable Due Date
Aug 15th: Final Submission of Change Request Aug 19th: PMII Data Mapping Deliverable Due date Aug 22nd – 31st: OCE/OCFO Final Review, Final Change Request Disposition
Oct . 21st: Final Deliverable Automated Load to MdM
Oct 24: Tentative MdM Go-Live
Aug 31st: Agency Account Code Freeze
= Key Deliverable Dates
= Review by OCFO & OCE
= Stakeholder Deliverable Due Date
Page 73
Appendix B: Center Legacy System Impact Summary
Legacy Center Impact Assessment Summary of Results
Center
AMES
Impacted
Yes
# of Systems Impacted
11
# of Objects
14
Comment
DFRC
GRC Yes 17 17
Not Responded
GSFC
HQ JSC
Yes
Yes Yes
6
10 6
6
10 8
JPL
KSC
Yes
Yes
5
1
5
2
LARC
MSFC SSC
Yes
Yes Yes
5
3 5
5
3 7
Page 75
Legacy Center Impact Assessment Template Example
Estimate of Completion (Days) 30 10 45 Potential Start Potential Completion Center Implementatin Point of Contact Center Implementatin Point of Contact Phone # Object Owner Object Owner Potential PMII Object Owner Potential PMII Contact Workshop E-mail Workshop Date Number Time 10:00am 6/29/2005 11:00am Comment
7/4/2005
08/19/05 Gigi Hackford
Listing
Priority
Degree of Complexity High Medium Low
Anticipated Development Impact High Medium Low
Object Number
Legacy System Name
RIEF Type
Object Title
Object Description
High Medium Low
123 124 125
Report Interface
Reimbursable Roll Up CDW
Interface to FAS
Do the following programs contain: Anticipated Impact? Yes No
Object Type Report Interface
Object Number Object Title/Name 123 Reimbursable Roll Up 124 CDW
Object Description Interface to FAS
Impact Assessment
Hard-coded Logic (1) (F) WBS Y N (G) Fund Ctr Y N (H) Cost Ctr Y N (I) (J) Reimburs Functiona ables l Area Y Y N N
Service Pools (K)
WBS Inception Summary to Date Logic (3) Calcs (5) (M) (N)
Hier archy Logic (O)
Details/Comments
No custom code N N N N
Page 76
Appendix C: DCFO Requirement Response
Appendix D: CRP Test Scenario Listing Results
CRP Execution Log Listing
Sort String
DS01.01
CRP Execution Log
Master Data Creation
NASA Owner
Cynthia Smith
Accenture Owner
Michelle Smith
Status
Passed
DS02.01 DS02.02
DS03.01 DS03.02
Direct Programmatic Funding - PY05 Direct Programmatic Funding - PY06
Reimbursable Funding - PY05 Reimbursable Funding - PY06
Cynthia Smith Cynthia Smith
Cynthia Smith Cynthia Smith
John Schremp John Schremp
John Schremp John Schremp
Passed
Passed with exception Passed
Passed with exception Passed
Passed with exception Passed
DS04.01 DS04.02
DS04.03
Corporate G&A Funding - PY05 Corporate G&A Funding - PY06
Center G&A Funding - PY05
Cynthia Smith Cynthia Smith
Cynthia Smith
John Schremp John Schremp
John Schremp
DS04.04
DS04.05 DS04.06 DS04.07 DS04.08 DS04.09 DS04.10 DS04.11
Center G&A Funding - PY06
Institutional Investment Funding - PY05 Institutional Investment Funding - PY06 Agency Fee for Services Funding - PY05 Agency Service Pool Funding - PY06 Service Pool Funding - PY05 Service Pool Funding - PY06 Labor Pool Funding - PY05
Cynthia Smith
Cynthia Smith Cynthia Smith Cynthia Smith Cynthia Smith Cynthia Smith Cynthia Smith Cynthia Smith
John Schremp
John Schremp John Schremp John Schremp John Schremp John Schremp John Schremp John Schremp
Passed
Passed
Passed with exception
Passed Failed Passed Passed Passed
DS04.12
Labor Pool Funding - PY06
Cynthia Smith
John Schremp
Passed
Page 79
CRP Execution Log Listing
Sort String
DS05.01
CRP Execution Log
Generate SGL Reports
NASA Owner
Cynthia Smith
Accenture Owner
Michelle Smith
Status
Passed
DS06.01
DS06.02 DS06.03 DS06.04
Working Capital Fund SEWP AR - PY05
Working Capital Fund SEWP Budget - PY05 Working Capital Fund SEWP Req to Pay - PY05 Working Capital Fund SEWP AR - PY06
Cynthia Smith
Cynthia Smith Cynthia Smith Cynthia Smith
Chris Krug
Chris Krug Chris Krug Chris Krug
Passed
Passed Passed Passed Passed with exception Passed Failed
DS06.05 DS06.06 DS07.01
Working Capital Fund SEWP Budget - PY06 Working Capital Fund SEWP Req to Pay - PY06 Working Capital Fund NSSC
Cynthia Smith Cynthia Smith Cynthia Smith
Chris Krug Chris Krug Chris Krug
DS08.01
Investment Funding - PY05
Cynthia Smith
John Schremp
Passed
Passed with exception Passed
DS08.02
DS09.01
Investment Funding - PY06
GAD Funding - PY05
Cynthia Smith
Cynthia Smith
John Schremp
John Schremp
DS09.02
GAD Funding - PY06
Cynthia Smith
John Schremp
Passed with exception Passed
Failed
Page 80
DS10.01
DS10.02
Miscellaneous Funding - PY05
Miscellaneous Funding - PY06
Cynthia Smith
Cynthia Smith
John Schremp
John Schremp
CRP Execution Log Listing
Sort String
CC01.01 CC01.02 CC01.03
CRP Execution Log
Reimbursable Agreements Federal - PY05 Reimbursable Agreements Federal - PY06 Reimbursable Agreements Non-Federal - PY05
NASA Owner
Cynthia Smith Cynthia Smith Cynthia Smith
Accenture Owner
Chris Watson Chris Watson Chris Watson
Status
Passed Passed Passed
CC01.04
CC02.01
Reimbursable Agreements Non-Federal - PY06
Direct Accounts Receivable - PY05
Cynthia Smith
Cynthia Smith
Chris Watson
Chris Watson
Passed
Passed
CC02.02 CC03.01 CC03.02 CC03.03 CC03.04
CC03.05
Direct Accounts Receivable - PY06 Commercial Contract Supply - PY05 Commercial Contract Supply - PY06 Commercial Contract Service - PY05 Commercial Contract Service - PY06
Commercial Contract Supply & Service - PY05
Cynthia Smith Cynthia Smith Cynthia Smith Cynthia Smith Cynthia Smith
Cynthia Smith
Chris Watson Joyce Meyer Joyce Meyer Joyce Meyer Joyce Meyer
Joyce Meyer
Passed Passed Passed Passed Passed
Passed
CC03.06
Commercial Contract Supply & Service - PY06
Cynthia Smith
Joyce Meyer
Passed
Page 81
CRP Execution Log Listing
Sort String
CC04.01 CC04.02 CC05.01
CRP Execution Log
Grants Processing - PY05 Grants Processing - PY06 IDIQ Contract - PY05
NASA Owner
Cynthia Smith Cynthia Smith Cynthia Smith
Accenture Owner
Joyce Meyer Joyce Meyer Joyce Meyer
Status
Passed Passed Passed
CC05.02
IDIQ Contract - PY06
Month end Processing-Cost Pool Allocations PY05 Month end Processing-Cost Pool Allocations PY06
Cynthia Smith
Joyce Meyer
Passed
CC06.01
Cynthia Smith
Chris Watson
Passed
CC06.02
Cynthia Smith
Chris Watson
Passed
CC07.01
Straight Line Accrual Processing - PY05
Cynthia Smith
Chris Watson
Passed
CC07.02 CC08.01
Straight Line Accrual Processing - PY06 FI Invoices - PY05
Cynthia Smith Cynthia Smith
Chris Watson Joyce Meyer
Passed Passed
CC08.02
CC09.01 CC09.02
FI Invoices - PY06
Travel Processing - PY05 Travel Processing - PY06
Cynthia Smith
Cynthia Smith Cynthia Smith
Joyce Meyer
Joyce Meyer Joyce Meyer
Passed
Passed Passed
CC10.01
De-obligate a COCD complete line item
Cynthia Smith
Joyce Meyer
Passed
Page 82
Appendix D: Other SIT Details
SIT Terminology • Test Set
A series of Test Plans linked together to represent an end-to-end business process
• Test Plan
Represents specific business functionality to be tested. All steps, expected and actual results are recorded within the Test Plan
• Defect
A defect results when the actual results differ from the expected results. Defects will be tracked directly in Test Director
Page 84