Deltek Earned Value Management System Training

Is your organization implementing a new EVM System (EVMS) based on one of the Deltek EVM software solutions or do you have new staff that require training? We often hear that important project team members require training for Deltek tools but their schedule doesn't align with standard training dates or the travel cost is prohibitive for larger groups. KM Systems Group (KMSG) has a flexible solution to fit every Deltek EVMS training requirement.

Course Offerings
Deltek Cobra 5.1 New User Course
Deltek Cobra 5.1 Transition Course
Deltek MPM End User Training Course
Deltek wInsight Training for New Users
Deltek wInsight Administrator Training

KMSG is a Deltek Partner and one of the leading providers of design, implementation, and training services for Deltek's EVM tools - Cobra, wInsight, and MPM. We have expert instructors who will provide training to accommodate your organization or resource requirements. Here are several ways we can accommodate key project team member's schedules or make it more cost effective.

  1. Classroom Training for groups from 5 - 15 people - at your offices using your facilities
  2. Virtual classroom training for 3 - 15 people -- web training and the course modules may be spread out over multiple days
  3. Personal trainer for 3 - 5 people on site at your facility with one of our instructors -- accommodates individual training requirements

If you would like to review the course outline click a link to the right or email info@kmsystemsgroup.com

Deltek Cobra Training 

Cobra 5.1 New User Course

This two day course is designed to introduce the new user to Cobra 5.x so they understand how to navigate the system, setup projects, update status, create forecasts, calculate earned value, and process standard reports.

Upon completion of this course the student will understand how to:

  • Navigate Cobra 5.x and the menu structure
  • Setup a project and the standard setup workflow
  • Define the project WBS, OBS, Control Accounts etc.
  • Set up and use codes, calendars, rates, and resources
  • Integrate with Primavera or MS Project schedules using the integration wizard
  • Define and integrate actual costs using the integration wizard
  • Define the Earned Value Technique
  • Set the Baseline
  • Set up the forecasts – manual, statistical, multiple forecasts
  • Use cost classifications
  • Do a status update including backup the project and advance the calendar
  • Calculate earned value and perform validity checks
  • Calculate forecasts and view the results
  • Produce the curve report
  • Generate a CPR report

*Pre-requisite: Familiarity with basic project scheduling techniques and basic earned value concepts

Cobra 5.1 Transition Course 

This one day course is designed to help proficient Deltek Cobra users transition to Cobra 5.1. We walk through the project setup and project statusing processes, focusing on the aspects of the tool that have changed.

Upon completion of this course the student will be able to:

  • Identify the primary differences between Cobra 4.7 and 5.1
  • Upload ancillary files to complete the project setup process
  • Edit ancillary files when necessary
  • Successfully complete the status cycle using transaction files
  • Run pre-set reports using the Reporting Wizard

The class also includes a dedicated segment on the Cobra 5.x reporting engine. Upon completion of this module students will:

  • Have a detailed understanding of the standard reports
  • Be able to run multiple variations of standard reports
  • Tailor standard reports to organizational specific needs
  • Understand the strengths of various reports for different scenarios
  • Learn aesthetic report customization
  • Learn typical content customizations within the report templates
  • Learn typical content customizations within the report script
  • Learn how to create and run batch reports

*Pre-requisite: Proficient knowledge of Cobra 4.7 and familiar with Earned Value techniques

Deltek MPM Training 

MPM End User Training Course

KM Systems Group’s (KMSG) five day course is designed to introduce the new user to the Deltek MPM Earned Value Management (EVM) system, as well as provide an in-depth understanding on how to utilize the software for EVM analysis and reporting. MPM is a Work Breakdown Structure (WBS) based system for managing the complete program management lifecycle of simple to complex programs requiring EVM. The software integrates a sophisticated pricing engine with an EV model to measure program budget, performance, actual expenditures, and estimated completion effort. Students should be familiar with basic project scheduling and earned value management concepts.

This course provides valuable information for EVM Analysts using MPM, Project Controls Administrators, and individuals responsible for estimating or statusing project control data, analyzing output data from an EVMS, or linking schedule data to project control data. The MPM Course includes three modules which may be taught separately depending upon the customer’s requirements.

  1. MPM Basic - This module provides an overview of MPM components. It demonstrates how to create global files, set up security, create an entire project, retrieve and analyze project data, and create and run reports. Students will walk through the typical project management life cycle of setting up the MPM database and structures, initial project budget and schedule planning, ongoing project statusing and analysis, baseline revisions, actual cost collection, and month-end internal management and customer reporting.
  2. MPM Advanced - This module provides an in-depth view of advanced MPM features. It teaches advanced reporting, exporting and importing data, distributed projects, project replanning and what-if analyses, performance data analysis, and weekly earned value.
  3. MPM / MS Project Interface Training for Experienced Users - This course provides an in-depth view of the MS Project to MPM integration features. It teaches cost and schedule integration using the MS Project Link.

Upon completion of this course the student will understand how to:

  • Understand key MPM features and navigation.
  • Creating global information.
  • Planning and updating projects.
  • Reporting and analyzing results.
  • Exporting and importing data.
  • MPM to MS Project interface.
  • Utilize critical EVM information and data to support standard EVM metrics.
  • Use forward-looking performance metrics to enable early problem identification.
  • Utilize EVM to project future cost and schedule performance.

*Pre-requisite: Students are familiar with basic project scheduling and earned value management concepts

Deltek wInsight Training 

wInsight Training for New Users

This course offers an in-depth view of wInsight’s functions and features. It provides “how-to” information for setting up workspaces, creating and using custom views, custom filters, and custom charts, sorting data, setting up and using standard reports, and discussing different user roles and their wInsight experience.

KMSG led training and materials for wInsight Desktop application administrators and end users. This ‘hands on’ wInsight Desktop end user training will be conducted over two days and is presented in two modules.

Upon completion of this module the student will understand how to:

  • Navigate and open a data set (project) as well as export data
  • User views, filters, and sorts as well as customization
  • Produce charts and reports as well as create custom charts and reports

*Pre-requisite: Students are familiar with basic earned value concepts

wInsight Administrator Training 

This module provides a comprehensive view of wInsight Administrator functions and features. It provides “how-to” information for setting up new contracts, exporting data from the EV tool, importing data to wInsight Administrator, recalculating, adding/revising shared data and contract data, validating data, and producing the CPR formats.

Upon completion of this module the student will understand how to:

  • Import data into wInsight Administrator
  • Recalculate the data and validate
  • Enter/define the shared setup options and contract setup data
  • Create the report structures, define the element data, and Enter the baseline data
  • Save and backup data