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9/28/2011
About CertSchool
Project Management Training & Consulting PMP Certification Training & Consulting Programs
Project Management Practitioner Program Management Practitioner Sigma Practitioner Agile Practitioner Analyst Practitioner
Microsoft Project Training & Consulting PMI Global Registered Education Provider
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CEO i-Troop Consulting, & CertSchool 18 Years of Project/Program Management Consulting Author and Publisher
Agenda
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1. 2. 3. 4. 5. 6.
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Task TAB
Sections
1. 2. 3. 4. 5. 6. 7. 8. View Clipboard Font Schedule Tasks Insert Properties Editing
Resource TAB
Sections
1. 2. 3. 4. 5. View Assignments Insert Properties Level
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Project TAB
Sections
1. 2. 3. 4. 5. 6. Insert Properties Schedule Status Reporting Proofing
View TAB
Sections
1. 2. 3. 4. 5. 6. 7. Task Views Resource Views Data Zoom Split View Window Macros
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View TAB
Project Information
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Schedule Considerations
Start Date Schedule From Current Date Status Date
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PLANNING PHASE
Planning Step 1
TASKS
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3.
Create Dependencies
Sequential Concurrent Partial concurrent (Overlapping)
4. 5. 6.
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WBS Styles
Deliverables Based Functional Groups Geographical Time Phased Mixed
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Schedule From:
From Project Start Date Forward Pass: Start Date End date From Project Finish Date Backward Pass: End Date Start Date
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Scheduling
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Project Summary Task and Task Outline numbers can also be Toggled off and on from the same Show/Hide Section
Tip: You need not to create an exclusive Task with Project Name
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Setting Dependencies
Setting Dependencies
Link Tool Split Screen Predecessor Column
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Concurrent Tasks
Task 4
Overlapping Tasks
Task 1 Task 2
Task
Setting up Dependencies
Remember to link to Milestones too. Take a look into Predecessor Column and Gantt Bar Or Type in dependencies manually Or Using Split Screen set dependencies (Id or Name)
View Tab / Spilt View / Details
Or Use Task Information dialog box Or Use Gantt bar and drag link between tasks
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Critical Path
One Sequence of tasks that fixes the duration of the Project It is longest path in the network Any slippage of any tasks on the Critical path will cause the project to finish later than Planned
7 A 8 C 5 D 3 F
Start
4 B
5 E
End
Path1 Start A C D F End =23 Path2 Start B E End = 9 Path3 Start A C E End = 20
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Type in Critical path example in MSP Compare it in both Gantt and Tracking Gantt Format Text Styles and Change Critical tasks as red Format Bar area by using Gantt Chart Wizard Insert Total Slack column Try to reduce the Project duration
Planning Step 2
RESOURCES
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Type can be Work, Cost, Material If you want to designate resource groups then type it in the Group column In the Max. Units field type the number of total units that this resource is available for this project.
You can enter maximum units as a percentage (50%, 100%, 300%), or as a decimal (0.5, 1, 3).
Type in standard rate or Over Rate for the resource For Per-Use Costs use Cost/Use column instead of Std. Rate column Each work resource can have his / her / its own calendar
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Fixed Price
A set cost for a task that remains constant regardless of the task duration or the work performed by a resource is known as fixed cost Fixed costs are assigned to a task and are useful for planning and capturing task cost that arise in addition to those arising from the assigned resources. Fixed costs are applied to a task, and not to a resource. Use Gantt Chart view, and Cost table In the Task Name field, select the task for which you want to enter a fixed cost. In the Fixed Cost field, type a cost value. You can also enter fixed costs for the entire project, which you might choose to do if you are interested only in overall project costs (and not in task-level costs), or if you want to add project overhead costs (such as the cost of utilities).
On the Format tab, in the Show/Hide group, select Project Summary Task. In the Task Name field, select the project summary task In the Fixed Cost field, type a cost for the project.
You can also fixed costs at milestone level or at summary task level
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Calendar Template
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Scheduling Formula
Work = Duration * Units Duration = Work / Units Units = Duration / Work Fixed Work Tasks Fixed Units Tasks Fixed Duration Tasks
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Work refers to effort required to finish a task over the duration period
Duration
Period of time over which task occurs For Fixed Duration tasks the duration is not affected by the amount or resources or the work of the resources 10-day fixed duration task takes 10 days, always regardless of the amount of resources you assign to it
Work
The amount of time resources spend performing the task For Fixed work tasks total work remains the same even if resources are added or removed 10-day Fixed work task takes 10 days of work. The amount of resources (% allocation or units) or duration may change as you modify resource assignments
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Planning Step 3
ASSIGNMENT
Assigning Resources
Assigning Work Resources Assigning Cost Resources Assigning Material Resources Prepare Final Budget
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Select the task you want to assign the resources Launch the Dialogue Box Select needed resources and Click Assign Use ctrl and can select multiple resources from the list To remove or unassign a resource from a selected task, in the Assign Resources dialog box, click the resource name, and then click Remove.
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Right Click on Task Form and select work view or any other view Select a Task in the top portion of spilt view. (Keep Gantt Chart view on the top portion of the split) you can assign resources from the bottom portion of the split view (Task Form) You can assign resources directly in Gantt Chart using Resource Name Column
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To assign a material as FIXED CONSUMPTION RATE Select the Task to which Cost resource needs to be assigned In the Assign Resources dialog box, select the Units field for the particular material resource you want to assign and type or select desired number of units, and then click Assign.
While setting up material resources you should have set Material measuring unit and standard rate per unit Assignment cost will be calculated as Per unit cost x Number of Units
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To assign a material as VARIABLECONSUMPTION RATE Select the Task to which Cost resource needs to be assigned In the Assign Resources dialog box, select the Units field for the particular material resource you want to assign and type or select desired number of units / PER PERIOD, and then click Assign.
While setting up material resources you should have set Material measuring unit and standard rate per unit Assignment cost will be calculated as Per unit cost x # of Units x # of PERIODS
Final Budget
Bottom up
Work Assignment Costs Material Assignment Costs Cost Assignment Costs
Fixed Costs Phase Budgets Contingency Reserve Project Baseline Project Budget
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End of Planning
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Tracking means recording project details such as who did what work, when the work was done, and at what cost. These details are often called actuals.
Setting Baseline
What is a baseline
To judge project performance properly, it is helpful to compare it with your original plan. This original plan is called the baseline plan, or just the baseline. A baseline is a collection of important values in a project plan such as the planned start dates, finish dates, and costs of the tasks, resources, and assignments.
When to Baseline
You have developed the project plan as fully as possible You have not yet started entering actual values, such as a tasks percentage of completion
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Now Resetting current plan to Baseline will give you latest Baseline plan
Tracking
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1. Tracking as Scheduled
The simplest approach to tracking progress is to report that the actual work is proceeding exactly as planned. When you record progress through a specific date, Project calculates actual duration, remaining duration, actual costs, and other values up to the date you entered On the Project tab, in the Status group, click Update Project
Project records the completion percentage for the tasks that were scheduled
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2. On the Task tab, in the Schedule group, click the down arrow to the right of the Mark on Track button, and then click Update Tasks
Update Start date and Actual duration
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On the View tab, in the Data group, click Tables and then select Work table to update work values On the Format tab, in the Details group, click Actual Work Update actual work for task or assignment on the left hand side
4. Tracking Time phased Actual Work for Tasks and Assignments (Task Usage)
On the View tab, in the Task Views group, click Task Usage Or click Task Usage view icon on bottom right corner
the two sides of the usage view are split by a vertical divider bar Tasks and assigned resources appear in the left side Scheduled work values for each task or assigned resource appear in right side
On the View tab, in the Data group, click Tables and then select Work table to update work values On the Format tab, in the Details group, click Actual Work Update actual work for task or assignment on the right hand side
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Communications
Communication is most Important constraint on the project Communication breakdown or lack of communication is one of key reasons for poor performance Project managers communicate with many stakeholders like functional managers, resource managers, Senior management, vendors, external agencies, team members, sponsors, clients and so on. MS Project is a great tool to communicate
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Task Views
Calendar Gantt Network Diagram Task Usage Tracking Gantt
By Default, Project displays Gantt Chart view when you start the project You can change it by updating - File tab, click Options. In the Project Options dialog box, click General. In the default view box click the view you want.
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Gantt Chart Formatting can be done in following 3 ways 1. Quickly apply predefined color combinations from the Gantt Chart Style group, which you can see on the Format tab when a Gantt Chart is displayed. 2. Apply highly customized formatting to Gantt bars in the Bar Styles dialog box, which you can open by clicking the Format tab when a Gantt chart is displayed, then, in the Bar Styles group, click Format, Bar Styles. In this case, the formatting changes you make to a particular type of Gantt bar (a summary task, for example) apply to all such Gantt bars in the Gantt chart. 3. Format individual Gantt bars directly. The direct formatting changes that you make have no effect on other bars in the Gantt chart. You can double-click a Gantt bar to view its formatting options, or, on the Format tab in the Bar Styles group, click Format, Bar.
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2. In the Task Name column, right-click the name of one task. On the mini-toolbar, click the arrow next to the Background Color button, and under Standard Colors, click yellow 3. Change Milestone list Symbol.
On the Format tab, in the Bar Styles group, click Format and then click Bar. In the Format Bar dialog box, under Start, click the Shape dropdown list.
4. On the Format tab, in the Format group, click Gridlines, and then click Gridlines. Under Lines to change, leave Gantt Rows selected, and in the Type box under Normal, select the small dashed line
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While Gantt Chart is selected view Format Tab / Drawing Group select a drawing tool. You can also link a drawn object to a
Gantt bar when the object is specific to the task that the Gantt bar represents. The object will move with the Gantt bar if the task is rescheduled. Date when the information the object refers to is datesensitive. The object will remain in the same position relative to the timescale no matter which part of the timescale is displayed. From Properties Dialog box of Drawing tool menu
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Printing Views
Select the Gantt Chart view you want to print File Tab, Print Menu Use Page setup to customize the printout Legend Tab
Every page, Legend Page or None Add Project Cost
Customize Header, Footer View Task Usage or Resource usage Print, Page Setup, View
Print row totals for values within print date range Print column totals
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Printing Reports
On the Project tab, in the Reports group, click Reports. Click Overview, and then click Select. In the Overview Reports dialog box, click Project Summary, and then click Select.
Project displays the print preview of the report in Backstage view
Click Page Setup at the bottom of the controls in the print preview. Click the Header tab. Click Page Setup from Print Preview, On Center Tab you can see &[Report] as of &[Date] &[Project Title] &[Manager]
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Network Diagram
Task Networks that show dependencies
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PROJECT STATUS
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Where the scheduled or actual project performance differs from the baseline plan, you have variance.
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Apply the Tracking Gantt view to compare tasks baseline dates graphically with their actual or scheduled dates Apply the Detail Gantt view to show graphically each tasks slippage from baseline Apply the Variance table to a task view to see the number of days of variance for each tasks start and finish dates Filter for delayed or slipping tasks with the Slipped/Late Progress, Slipping Tasks, or Late Tasks filter
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On the View tab, in the Data group, click Tables and then click Cost. The Cost table appears in the Task Sheet view.
The current cost value is the sum of the actual (that is, completed) and remaining (uncompleted) cost values. The baseline cost value is the projects planned cost when its baseline was set. The actual cost is the cost thats been incurred so far. The remaining cost is the difference between the current cost and actual cost
On the View tab, in the Data group, click Outline and then click Outline Level 1 On the View tab, in the Data group, click the arrow next to Filter: and then click More Filters. In the More Filters dialog box, click Cost Over budget and then click Apply.
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On the View tab, in the Resource Views group, click Resource Sheet. On the View tab, in the Data group, click Tables, and then click Cost. Click the AutoFilter arrow in the Cost column heading, and in the menu that appears, click Sort Largest to Smallest.
Resource sheet view shows resource pools Can add totally different set of fields than task type views Can add multiple fields in bar area Can see Over allocation time By zooming in you can see granular details Can add multiple fields by right clicking on left column of bar area Histogram in in Resource Graph view
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Various Tables
Use menu bars View / Table / < Table Name> View / Table / Cost (Table) View / Table / Schedule (Table)
Free Slack Total Slack
View / Table / Tracking (Table) View / Table / Variance(Table) View / Table / Work(Table) Or click on more tables
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Existing Groups
Look for No Group drop down list Critical Tasks Milestone Constraints type Project / No Group menu also
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Thank You
MATERIAL AT HTTP://COURSES-PROJECT-MANAGEMENT.COM
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