Holarch

Architecture · How-to

Track Budgets and TPMs

Roll mass, power or cost up the system structure with margins, and track technical performance measures against plan.

  1. Open Architecture → Budgets & TPMs, Budget tab. Click Select Root Asset… and pick the system.
  2. Choose the Quantity (Mass, Power, Cost, Data Rate or any name) and the display Unit.
  3. Type each leaf's value in Unit Value with its unit (12 kg, 3.5 W) and set its basis (Estimated, Calculated, Measured). Set the contingency for each basis and the required margin %.
  4. Enter allocations on the lines that have one. Margin = allocation − (estimate + contingency); ✕ Over and ▲ Low mark problems.
  5. Label the Measures you track TPM. On the TPMs tab, select one and add planned values with + Milestone.
  6. Update the Measure's Current Estimate as the design matures (every change is recorded) or click Take Snapshot. The chart shows estimate, plan, threshold and objective; the status shows ✕ Breach, ▲ At risk or ✓ On track.
  7. Click Export XLSX in the top bar for the budget or the TPM workbook.

Related

Budgets & TPMs · Parametric Diagram