PEPP - Get Started

PEPP Tool - Get Started!

Please find on this page information on how to use the individual worksheets of the PEPP Tool.

Worksheet Overview

Purpose:
The Overview worksheet holds general information about the project or product.

Usage:
Please enter information here such as project/product name, a unique project/product identifier (usually company specific), customer, supplier (Implementing Entity) as well as a description or any additional information.

"Clean up the Workbook!" cleans all worksheets of this workbook.

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©Arash Parsania 2022

Worksheet WPs & Estimations

Purpose:
The purpose of the worksheet WPs & Estimations (Work Packages & Estimations) is to document, structure and estimate the work packages that are necessary to fullfil requirements defined in the PSC.

Usage:

The first 6 columns represent efforts behind the implementation of work packages, each for ME, RDE and PE. For these, there is also one column each for the representation of the consolidated efforts according to the defined structure of the work packages. These are ME (Consolidated), RDE (Consolidated) and PE (Consolidated).
Above the header row you can see the consolidated effort for each
ME, RDE and PE.
Above the PE column there is a slider control for PER (Planning Effort Ration). Below the slider you can see the current value set by the slider (default is 50% which represents the PE as an average of ME and RDE).

The columns "Unique ID" and "Structure" should not be edited and are being filled by the buttons "Create Missing IDs" and "Recreate Whole Structure" (more on this below).
The Level column is intended for creating hierarchies (this approach is followed on other worksheets and in the PSC as well). The first hierarchy level has to be marked with Level 1. If there is a new entry with level 2 directly below an entry with level 1, it is considered a sub-item of the previous one in the hierarchy. The same applies to further levels 3, 4,5,..., n.
Skipping a hierarchy level is not allowed. For example, an entry with level 3 cannot follow directly after an entry with level 1 (because the hierarchy level 2 would be missing here).
Example for a simple entry:
"Create Missing IDs" and "Re-create Whole Structure" create the structure and the unique identifiers (Unique ID) in this worksheet.
"Re-create Whole Structure":
This button deletes ALL existing entries in the "Unique ID" and "Structure" columns and resets them. After clicking this button, the following structure and Uniques IDs are created in our example:
"Create Missing IDs":
This button is used to create the structure and unique IDs for new entries, or entries with changed levels, without changing the rest of the existing entries.
Example:
If we change the level of the last entry from 1 to 3 and enter two new Summaries, we will get the following picture before we operated the peel area (Please note that the Structure and Unique ID for the changed level were automatically deleted).
Clicking the "Create Missing IDs" button causes the changed and new entries to be given corresponding structure numbers and unique IDs.
With the Button "Sort According to the Baselined Structure" the whole table will be sorted according to the structure created by the buttons "Create Missing IDs" and "Re-create Whole Structure".
Column "Role":
Each row inludes a drop-down menu for selecting the right role as the owner for the respective work package.
"Role Type" includes a drop-down menu for the HYPERID role types "Management", "Core Team" and "Contributor".
"Check for Missing Roles" checks if there are any work packages that have no roles assigned to them.
Column "Dependent on": This column is especially intended to document the dependencies in this worksheet, which were created between work packages in the Delivery Arrangement. For more information, see the help section of the worksheet "ADP3 - Delivery Arrangement".
"Create an Estimation Sheet for Team Estimation":
This button creates a stand-alone Excel file with all work packages in this worksheet that can be shared with team members for the purpose of estimating effort independently.
"Import Estimations sheet" imports the individual Estimation Sheets completed by individual team members. With the checkboxes "Assumptions" and "Other Information" you can select whether this information should also be imported from the individual Estimation Sheets or not. For each person - after importing their Estimation Sheet - corresponding columns are created in this worksheet. The average values of these individual estimates (ME/RDE) will be shown in the columns "Average ME" and "Average RDE".
After agreeing on final effort values with the team, the corresponding ME and RDE values shall be manually entered in the columns "Agreed ME" and "Ageed RDE".
Once agreed efforts are entered in the corresponding columns, the efforts can be transferred to the left area of the table using the button "Take over Agreed Efforts".
"Delete Imported Estimates" deletes all imported effort estimates from this worksheet.

Worksheet Risks

Purpose:
The purpose of this worksheet is to collect, structure and assess risks.

Usage:

The logic for documenting risks and the assignment of the Unique IDs (as well as the Structure) corresponds to the logic already explained in the worksheet "WP & Estimations". The ID results from the level entered in the "Level" field.
Area " Import Assumptions ":
In this area it is possible to import assumptions made from the PSC or from the worksheet "WPs & Estimation" into this workbook in addition to direct entry of risks, and to document and assess their non-occurrence as a risk (for more details please refer to the HYPERID book, in particular to the section explaining the path of project disaster).

©Arash Parsania 2022

Worksheet TAF

Purpose:

The purpose of this worksheet is to collect, structure and assess TAF
(Time Absorbing Factors).

Usage:

The logic for documenting TAF and the assignment of the Unique IDs (as well as the Structure) corresponds to the logic already explained in the worksheet "WP & Estimations". The ID results from the level entered in the "Level" field.

Worksheet Capacity Plan

Purpose:
The purpose of this worksheet is to create a capacity plan that will be used as the basis for planning the project or product development.

Usage:

Area "Config":

Here, basic configurations can be made that are country-specific or project-related.

"First Weekday": Here, you can select which day of the week should be the first day of a working week (default: Monday).
"Working Days per Week": Here, you can define how many working days per calendar week are generally assumed (default: 5).
"No. of Weeks per Delivery Cycle": Here, you can define how many weeks a delivery cycle should generally comprise (default: 3).

©Arash Parsania 2022

Area "People Count Guessing Sheet":
This area provides a rough estimate of how many people might be needed to implement the work packages previously defined
in the Worksheet WPs & Estimates.

Date Picker "Start Date"/"End Date": Here you can select the date on which the capacity plan should begin and end.
"Guess Head Counts": By pressing this button a required head count per role is estimated in the area below - based on the entered information such as the number of working days per week, start date, end date and based on the work packages entered in the Worksheet WPs & Estimates.
The suggested headcount per role can be adjusted manually according to your own judgement. Other necessary roles that do not automatically result from the previously defined work packages, can be added manually after the line with the note "Add other roles from here on!"
On the right side, in the capacity plan area, you can enter the number of weeks for which the capacity plan will be additionally created after the specified end date (default: 4). This is often useful, because it is not always possible to comply with planned end dates, if too much work has been considered for the planned period.
Pressing the button "Create Capacity Plan" will create the capacity plan. In the created table, a corresponding efficiency per role and per week can be entered in the respective "Efficiency" row (default: 100%). This entry influences the weekly available manpower per role (in person days).

Here you can customize the structure of the Delivery Cycles before you start planning. The Delivery Cycles row consists of drop-down menus in each column, which can be used to assign a different Delivery Cycle to the respective week. This feature is useful if, for example, you want to change a one-week Delivery Cycle at the end of a plan to a two-week Delivery Cycle.

Worksheet ADP2 - HL Delivery Plan

Purpose:

The purpose of this worksheet is to create a high-level delivery plan according to HYPERID's second ADP approximation.

Usage:

"Clean-up & Update Capacity & Work Allocation Plan" imports the Capacity Plan from the worksheet "Capacity Plan" and creates a corresponding Work Allocation Plan and another table to display the Remaining Capacity.
Below this area, an area for the High-Level Delivery Plan is provided, in which the work packages can be imported and planned.

"Delete High-Level Delivery Plan" removes all work packages that are in the area of the High-Level Delivery Plan.
"Only Update Work Packages" checks if work packages exist that are not yet in the High-Level Delivery Plan area. If so, these work packages are listed one below the other on the right side of the High-Level Delivery Plan area so that they can be manually assigned to the delivery cycles. New work packages can be identified by a blue font color.
Existing work packages are also checked as part of the update process.
Duplicates are removed and work packages with incorrect or unclear data are color-coded accordingly.
"Update & Sort Work Packages" works identically to the button "Only Update Work packages" with the difference that with this function additionally the work packages are automatically assigned to the delivery cycles. Please note that this automatic assignment does not take into account dependencies and logical sequences between work packages. The assignment is done in sequence according to the listed work packages in the worksheet "WPs & Estimations". The assignment of work packages is done considering the available capacity within a delivery cycle per role.
In the field "Tolerance Work Allocation", a tolerance level for the team workload can be defined in percent. A delivery cycle can be overbooked according to this entry. The button "Update Remaining Capacity" updates the tables "Work Allocation Plan" and "Remaining Capacity" after the work packages have been manually distributed or moved in the High-Level Delivery Plan.
In the area "Find Workpackage" you can search for single workpackages in the High-Level Delivery Plan. Only the number of the work package is entered here. For example, if a work package has the UID WP2.1.1, only 2.1.1 is entered in the search input area.

©Arash Parsania 2022

Usage:

"Update & Clean-up Work Allocation Plan & Staffing Plan" creates or updates the Work Allocation Plan and the (empty) Staffing Plan. The Work Allocation Plan created here is a copy of the Work Allocation Plan previously created in the worksheet "ADP2 - HL Delivery Plan". The Staffing Plan is to be filled in manually based on the data shown in the Work Allocation Plan.
"Update & Clean-up Work Allocation Plan ONLY" leaves the Staffing Plan (which may have already been created manually)
untouched and creates or updates the Work Allocation Plan.
Additional roles can be added to the Staffing Plan via the "Add an Empty Row" area.
To do this, you must first select whether you want to add a Management, Core Team or Contributor role. By pressing the button "Add Role to the Staffing Plan" the selected role will be added accordingly, which can then be edited like the other existing roles in the Staffing Plan.
If roles should be removed from the Staffing Plan again, this can be done via the "Remove Empty Rows in the Staffing Plan" button. The prerequisite for this is that the row for the role does not contain any staffing. Meaning there are no numbers in the week columns for the affected roles. By pressing the button, all roles in the Staffing Plan that do not have any staffing will be removed.

Worksheet ADP2 - Cost & Price

Purpose:

The purpose of this worksheet is to determine the cost and price of a project or product development. To achieve this, this worksheet provides the possibility to create a staffing plan based on the Work Allocation Plan previously created in the worksheet "ADP2 - HL Delivery Plan".

Worksheet ADP3 - Delivery Arrangement

Purpose:

The purpose of this worksheet is to create the Delivery Arrangement as part of the third ADP approximation and in preparation for the Delivery Plan.

Usage:

Area "Update Workpackages:

"Import Workpackages from the High-Level Delivery Plan" imports work packages from the High-Level Delivery Plan (Worksheet "ADP2 HL Delivery Plan") in the same structure as defined there.
"Update Workpackages" has an identical function as in the worksheet "ADP2 - HL Delivery Plan". Here, a verification and update of work packages is performed without planning or scheduling.
"Delete Workpackages on this Worksheet" deletes all work packages
in this worksheet.

Establish dependencies:

To create dependencies between work packages, a work package must first be selected.
To show that the selected work package is dependent on another work package, you can create a dependency connector either by using the "Add Connector to a Predecessor" button, or by using the shortcut
"Control + Shift + a".
To show that the selected work package is a predecessor of another work package, you can create a dependency connector either by using the button "Add Connector to a Successor" or by using the shortcut
"Control + Shift + d".

All established dependencies in this worksheet can be documented back in the worksheet "WPs & Estimations". There are two ways to do this:

1) Button "Add Dependencies to the Worksheet WP & Estimates" adds the dependencies established in this worksheet to the dependencies already documented in the worksheet "WPs & Estimations".

2) Button "Replace Dependencies in the Worksheet WP & Estimates" will delete all dependencies already documented in the Worksheet "WPs & Estimations" and replace them with the dependencies established in this Worksheet.

Worksheet ADP3 - Delivery Plan

Purpose:

The purpose of this worksheet is to create the Delivery Plan according to the third ADP Approximation of the HYPERID methodology.

Usage:

The functionality of this worksheet is basically identical to the functionality of the worksheet "ADP2 - HL Delivery Plan" with two differences:

Planning is done here on a weekly basis (instead of on Delivery Cycle basis as in the "ADP2 - HL Delivery Plan" worksheet).
Button "Import Delivery Arrangement" imports the complete delivery arrangement from the worksheet "ADP3 - Delivery Arrangement" including the dependencies documented there.

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Worksheet ADP3 - Cost & Price

Purpose:

Usage:

The functionality of this worksheet is completely identical to the functionality of the worksheet "ADP2 - Cost & Price" with the difference that the Work Allocation Plan from the worksheet "ADP3 - Delivery Plan" is imported into this worksheet.

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