🔸 Deltek Acumen Fuse – Step by Step 🔸 4 🔸 Complete Schedule Diagnostics & Forensics Course

Setting Up Akeman Fuse Workbook

Introduction to Akeman Fuse

• The lesson begins with an overview of setting up the Akeman Fuse workbook, which opens in S1 Projects view by default.

• A splash screen indicates that no projects are present in the workbook, allowing users to open existing workbooks or metric library templates.

Accessing Options

• Click on the Fuse icon in the top left corner to access a dropdown menu for creating or opening workbooks and saving templates.

• In the Deltek Acumen options window, select General settings; leave Updates unchecked for now but enable Built-in Metric and Script Libraries.

User Interface Settings

• Adjust User Interface settings such as showing/hiding empty ribbons and forensic analysis data; set scorecard parameters with record fails if one metric fails.

• Configure language, date, time format (ensure English is selected), and display settings like Duration Time Unit (Days), Elapsed Duration Time Unit (Weeks), Work Time Unit (Hours), and Currency Symbol (Dollars).

Platform Settings

• Under Platforms General, check options for codes/description, baseline fields, and project variables while leaving user-defined fields unchecked.

• Deselect DeltaEco options and Microsoft Project Server; keep Microsoft Excel checked.

Template Configuration

• Leave Diagnostic and Risk Executive Briefings options checked; ignore API Configuration file for now.

• Opt into anonymous benchmarking via Acumen Cloud if connected to the internet; these settings can be modified later.

Creating a New Workbook

Saving Your Workbook

• After closing the Acumen Options window, create a new workbook named "Workbook 1" from the Projects pane.

• Use Save As to save it as a Deltaic Acumen Workbook; rename it to "Sample Workbook" before saving.

Understanding Project Structure

• Only one book can be open at a time within which multiple projects and snapshots can be stored.

• Distinguish between projects (original project being analyzed that cannot be edited) and snapshots (static versions used for comparison).

Constructing Your Workbook

Basic Steps Overview

• Outline seven basic steps for constructing your workbook:

1. Link project files

2. Link snapshot files

3. Adjust field mappings if required

4. Assign baseline

5. Assign filters

6. Set display options

7. Import data

Linking Project Files

• Ensure S1 projects tab is selected before clicking on Premiere icon in the top menu to link project files using PremiereVera files.

Linking Project Files in Acumen Fuse

Initial Plan Setup

• A confirmation screen opens to link the project XER file. Highlight InitialPlan and click Open to see it indented under the workbook title with a cylinder icon indicating it's linked but not imported.

• The zero in brackets next to the file name indicates that no activities are present because the project has not yet been imported.

• The checkbox option allows inclusion of project data in ribbon analysis; keep it checked for now as it reflects zero activities.

Linking Snapshot Data

• Click on the Acumen icon, select File, then Save As. Choose a directory or cancel to keep it in samples. Highlight InitialPlan for snapshot linking.

• Select 6 month update.xer, confirm, and open. Repeat this process for currentschedule.xer, noting that snapshots will also show a cylinder and zero activities.

Field Mapping Adjustments

• Save your workbook after linking one project and two snapshots. Proceed to adjust field mappings if necessary; default settings will be used for this exercise.

• Access the Fields tab to view standard available fields, including user-defined fields at the bottom of the pane, with separate columns for each linked project/snapshot.

Customizing Field Mappings

• Different mapping options include manual mapping, mapping all projects, or saving current templates. Manual mapping is demonstrated by dragging "last modified by" into an initial plan column.

• Some fields are non-editable (bold type), while others can be changed (non-bold).

Assigning Baseline Data

• To assign baseline data manually, right-click on Initial Plan and select Assign baseline from the dropdown menu; a capital B will indicate successful assignment next to each file name.

• Baseline data includes duration, start/finish dates, work resources, and costs; ensure all files have a B next to them after assignment.

Finalizing Data Filters and Display Options

• After assigning baselines, check that field names appear blue with BL prefix indicating baseline assignment.

• Set up filters during import via the filters button; options include activity types like normal or milestone status. Remember that changing filter criteria post-import requires re-importing affected files.

This structured overview captures key steps involved in linking projects and snapshots within Acumen Fuse while providing timestamps for easy reference back to specific parts of the transcript.

How to Import Project Data in S1 Projects

Navigating the S1 Projects Tab

• To begin, select the S1 Projects tab from the top menu and click on the Activity View button. This action triggers a pop-up window with four options: grouping, filtering, Auto Fit Column Widths, and Display Settings.

Adjusting Display Settings

• Click on Display Settings to access the Display Options window. The default settings include:

• Duration Time Units set to Days

• Work Time Units set to Hours

• Elapsed duration's time unit set to Weeks

• Currency symbol defaults to Dollars

Importing Project Data

• Users have two options for importing project data:

• Import All Projects: Imports all data for the entire workbook.

• Import Project: Allows importing of a specific selected file.

• Additionally, files can be imported directly from the splash screen located in the middle of the workspace.

Steps for Importing a Single File

• Ensure that you have selected the S1 Projects tab before proceeding.

• Select the snapshot labeled as "6 month update," then click on Import All Projects, followed by selecting Import Project.

• Upon successful import, observe that:

• The cylinder icon changes into a Primavera logo.

• The number of imported activities is displayed in brackets next to the file name.