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    Paradis william Paradis william Presentation Transcript

    • Leveraging Scheduling Productivity with Practical Scheduling Techniques Presented By: William G. Paradis Computer Sciences Corporation February 6, 2007
    • Can You Relate? Why Neanderthals Became Extinct Population Final Site Survey Game Selection Survey Preliminary Meat Game Meat Requirement Selection Trade Study: Requirements Review Mammoth vs. Tiger vs. Rabbit Site (MRR) Site Selection Preparation Game Preliminary Sightings Hunting Plan Hunt Leader Chosen Final Hunting Plan Preliminary Trade Study Hunter (rock vs. spear) Selection Weapon Site Selection Weapon Final Development PreliminaryInspection Hunter Hunting Selection Review Weapons Weapons Obtain Blessing (PHR) Inspection Practice of Great God Thag Critical Hunting Schedule Forecast Meat Distribution Review Hunt Weather Plan Hunter (CHR) Hunt Inspection Readiness Transport Review to Cave Distribute (HRR) Meat Catch Game Kill Game Chase Game Choose New Get Caught Hunt Leader by Game Lose Game YES, BUT OG ASSURES ME THAT THIS WILL IMPROVE OUR I DON’T KNOW, IT EFFICIENCY AND KEEP US SEEMED EASIER AHEAD OF THE CROMAGNONS WHEN WE JUST WENT IN THE VALLEY. HUNTING. 2
    • Agenda• Scheduling Issues – The Schedule Beast• Taming the Schedule Beast• Scheduling with the help of MS Excel & MS Access• Calculating Earned Value• 2 New Concepts• Questions 3
    • Scheduling Issues• Unwieldy Schedule Databases• Faulty Logic or Missing Logic• Critical Path Can Not be Readily Displayed• Surprise Constraints• Multiple Schedule Tools used to present schedule• Schedule Ownership• Scheduling Tools More Powerful yet Resources Limited 4
    • Agenda• Scheduling Issues – The Schedule Beast• Taming the Schedule Beast• Scheduling with the help of MS Excel & MS Access• Calculating Earned Value• 2 New Concepts• Questions 5
    • Taming the Schedule Beast• The Scheduler’s Tool Kit• Use of Schedule Templates• Use of Codes to Manipulate and Display MS Project Data• Common View, Filter, & Table Names• Limiting the Use of Constraints in the Database• Linking only Detail Activities• Use Common Time Units for Duration (Stick to one; Days, Weeks, or Months)• Meaningful Activity Descriptions• Other Items of Interest 6
    • The Schedulers Tool Kit Preformatted Templates Training MaterialWeb Site Links Schedule Check ListsLinked ScheduleLibraries Housed on a Website or Network Drive EVMS/MS Project Info Lessons Learned SW Bugs to Look Out For Virtual Community of Practice 7
    • Taming the Schedule Beast• The Scheduler’s Tool Kit• Use of Schedule Templates• Use of Codes to Manipulate and Display MS Project Data• Common View, Filter, & Table Names• Limiting the Use of Constraints in the Database• Linking only Detail Activities• Use Common Time Units for Duration (Stick to one; Days, Weeks, or Months)• Meaningful Activity Descriptions• Other Items of Interest 8
    • Schedule TemplatesNo Templates With TemplatesSet Up Calendars 1-2Hrs Set Up CalendarsSet Up Views 1-2 Hrs Set Up ViewsSet Up Filters 1-2 Hrs Set Up FiltersSet Up Tables 1-2 Hrs Set Up TablesFigure Out How Previous Figure Out How PreviousSchedule maintained Schedule maintainedSchedule Database 8-40 Hrs Schedule Database Set Project SettingsSet Project Settings <1Hr Load ScheduleLoad Schedule ActivitiesActivities LOP 12.5 Hrs Saved X 1400 Projects = 17,500 Hrs Saved 9 Times ~$30 Hr = $525,000
    • Schedule Templates – Reserved Fields A Few of My Favorites• Text 1 - IMP/IMS Code• Text 2 - Sort Code• Text 21 - Program Control Milestones• Text 22 - Catalog Views Filter• Text 26/27 - Top & Bottom Text on Bars & M/Ss• Text 28 - IPT/Sub System Code• Text 30 - Master/ Intermediate Code• Finish2 - Summary Progress Lines 10
    • Schedule Templates – Reserved Fields Con’t Text 21 – Program Control Milestones 11
    • Schedule Templates – Reserved Fields Con’tText 26/27 Text Top/Bottom of Bar/Milestone 12
    • Taming the Schedule Beast• The Scheduler’s Tool Kit• Use of Schedule Templates• Use of Codes to Manipulate and Display MS Project Data• Common View, Filter, & Table Names• Limiting the Use of Constraints in the Database• Linking only Detail Activities• Use Common Time Units for Duration (Stick to one; Days, Weeks, or Months)• Meaningful Activity Descriptions• Other Items of Interest 13
    • Use of Codes to Manipulate and Display MS Project Data Top Level Schedules Master Schedule View 2004 2005 2006 2007ID WBS Text30 Task Name Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 3 IMP Master,CI,DI,FI Program Milestones Award IBRSRR PDR CDR MRR TRR Del12 CXXX Master Hardware Dev PD DD Rel DV50 DXXX Master Software Dev Build 1 Build 2 Build 392 FXXX Master Production Fab sy Proto FA F1 F2 A F3119 GXXX Master,GI Integration & Test Planning Fixtures PT FAT FAT Qual/F1 F2 F3148 - Master,GI,CI,D Deliveries Prototype First ArticleFlight 1 Flight 2Flight 3 Master Schedule Filter 14
    • Use of Codes to Manipulate and Display MS Project Data Con’tIntermediate Level Schedules Intermediate Schedule View 2004 2005 2006 ID WBS Text30 Task Name Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 3 IMP Master,CI,DI,FI Program Milestones Award IBR SRR PDR CDR MRR TRR Del18 CAXX CI Widget Devolpment19 CABX CI Widget - Module 1 Reqmts PD DD Rel DV25 CACX CI Widget - Module 2 Reqmts PD DD Rel DV31 CADX CI Widget - Module 3 Reqmts D DD P Rel DV37 CBXX CI GizmoFlotchy Development38 CBBX CI GizmoFlotchy - Module 1 Reqmts PD DD Rel DV44 CBCX CI GizmoFlotchy - Module 2 Reqmts PD DD Rel DV148 - Master,GI,CI,DI,FI Deliveries Prototype First Article Intermediate Schedule Filter 15
    • Use of Codes to Manipulate and Display MS Project Data Con’tCustom View Filtering ID Name D 2004 J F M A M J J A S O N D 2005 J F M A M Custom Schedule View1 The Big Project2 Tie 2004 2005 2006 20073 Program Milestones12 Hardware Dev13 Reqmts 7/714 Prelim Design 9/29 ID WBS Text30 Task Name15 Detail Design 12/22161718 Release Des Verification Widget Devolpment 4/13 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr19 Widget - Module 1202122 Wig Mod 1-Requirements Analysis Wig Mod 1-Preliminary Design Wig Mod 1-Detail Design 19 CABX CI,2001 Widget - Module 1 Reqmts PD DD Rel DV23 Wig Mod 1-Drafting & Engineering24 Wig Mod 1-Design Verification25 Widget - Module 226 Requirements Analysis27 Preliminary Design 25 CACX CI,200128 Detail Design293031 Drafting & Engineering Release Design Verification Widget - Module 3 Widget - Module 2 Reqmts PD DD Rel DV32 Requirements Analysis33 Preliminary Design34 Detail Design35 Drafting & Engineering Release36 Design Verification 31 CADX CI,2001 Widget - Module 337 GizmoFlotchy Development3839 GizmoFlotchy - Module 1 Requirements Analysis Reqmts DD PD Rel DV40 Preliminary Design41 Detail Design42 Drafting & Engineering Release43 Design Verification44 GizmoFlotchy - Module 245 Requirements Analysis 55 DBAX DI, 2001 Widget SW - Build46 Preliminary Design4748 Detail Design Drafting & Engineering Release RA PD DesCode B149 Design Verification50 Software Dev51 Build 1 4/852 Build 253 Build 354 Widget SW Development 61 DBBX DI, 2001 Widget SW - Build 255 Widget SW - Build 15657 Requirements Analysis Preliminary Design RAPD Des Code B258 Detail Design59 Code60 Integration Test & Release61 Widget SW - Build 262 Requirements Analysis63 Preliminary Design64656667 Detail Design Code Integration Test & Release Widget SW - Build 3 67 DBCX DI, 2001 Widget SW - Build 3 RAPD Des Code B368 Requirements Analysis69 Preliminary Design70 Detail Design71 Code72 Integration Test & Release73747576 GizmoFlotchy SW Dev Gizmo SW - Build 1 Requirements Analysis Preliminary Design 101 FBXX FI, 2001 Widget Build Fab sy Proto FA F1 F2F3 A77 Detail Design78 Code79 Integration Test & Release80 Gizmo SW - Build 281 Requirements Analysis82838485 Preliminary Design Detail Design Code Integration Test & Release 130 GBXX GI,2001 Widget I&T Planning Fixtures FAT Qual Reg86 Gizmo SW - Build 387 Requirements Analysis88 Preliminary Design89 Detail Design90 Code919293 Production Procure Integration Test & Release 142 GDXX GI,2001 System Level I&T PT FAT F1 F2 F394 Fab95 Assy96 Prototype97 First Article98 Flight 199 Flight 2100 Flight 3101 Widget Build102 Procure103 Fab Custom Schedule Filter104 Assy105 Prototype106 First Article107 Flight 1108 Flight 2109 Flight 3110 GizmoFlotchy Build111 Procure112 Fab113 Assy114 Prototype115 First Article116 Flight 1117 Flight 2118 Flight 3119 Integration & Test120 Prep Test Plans & Procedures 4/13121 Design & Build Fixtures122 FAT Test123 Qual Test124 Regression Test125 Prototype126 First Article127 Flight 1128 Flight 2129 Flight 3130 Widget I&T131 Prep Test Plans & Procedures132 Design & Build Fixtures133 FAT Test134 Qual Test135 Regression Test136 GizmoFlotchy I&T137 Prep Test Plans & Procedures138 Design & Build Fixtures139 FAT Test140 Qual Test141 Regression Test142 System Level I&T143 Prototype144145146147148 Deliveries First Article Flight 1 Flight 2 Flight 3 16
    • Taming the Schedule Beast• The Scheduler’s Tool Kit• Use of Schedule Templates• Use of Codes to Manipulate and Display MS Project Data• Common View, Filter, & Table Names• Limiting the Use of Constraints in the Database• Linking only Detail Activities• Use Common Time Units for Duration (Stick to one; Days, Weeks, or Months)• Meaningful Activity Descriptions• Other Items of Interest 17
    • MS Project Views, Filters, & Tables 2005 2006 ID Task Name Dur Start Finish J J A S O N D J F M A M J J A S O N D J F 1 The Big Project 796d 10/29/03 11/15/06 2 Program Milestones 660d 1/1/04 7/12/06 13 Program Mgmt 660d 1/1/04 7/12/06 84 System Engineering 706d 10/29/03 7/12/06 Activity 102 Hardware Dev 660d 1/1/04 7/12/06Selection 103 104 Widget Dev Widget Lead 660d 660d 1/1/04 1/1/04 7/12/06 7/12/06 (Filter) 105 Initial Planning for IBR 60d 1/1/04 3/24/04 106 SRR P.O.P. 80d 3/25/04 7/14/04 & 107 PDR P.O.P. 80d 7/15/04 11/3/04 Sort 108 109 CDR P.O.P. MRR P.O.P. 80d 50d 11/4/04 2/24/05 2/23/05 5/4/05 110 TRR P.O.P. 50d 5/5/05 7/13/05 111 1st Del P.O.P. 60d 7/14/05 10/5/05 112 Lot 1 Dels P.O.P. 100d 10/6/05 2/22/06 113 Lot 2 Dels P.O.P. 100d 2/23/06 7/12/06 Table View 18
    • MS Project Views, Filters, & Tables Con’t Views are listed Alphabetically• Un-Organized • Organized• Confusing View Names • View Names Easy to Understand• Time is wasted looking for or Recreating Views • Standard Set of Views; Saves Time Work Smarter....Not Harder!!! 19
    • Taming the Schedule Beast• The Scheduler’s Tool Kit• Use of Schedule Templates• Use of Codes to Manipulate and Display MS Project Data• Common View, Filter, & Table Names• Limiting the Use of Constraints in the Database• Linking only Detail Activities• Use Common Time Units for Duration (Stick to one; Days, Weeks, or Months)• Meaningful Activity Descriptions• Other Items of Interest 20
    • Limit the Use of Schedule Constraints 2004 2005 2006ID Task Name Dur Constraint Type Constraint Start Finish D J F M A M J J A S O N D J F M A M J J A S O N D J F 1 Wig Mod 1-Module 1 532d As Soon As Possible NA 1/15/04 1/27/062 Wig Mod 1-Requirements Analysis 152d Finish No Earlier Than 8/13/04 1/15/04 8/13/043 Wig Mod 1-Preliminary Design 60d Finish No Earlier Than 11/5/04 8/16/04 11/5/044 Wig Mod 1-Detail Design 80d Finish No Earlier Than 1/28/05 11/8/04 2/25/055 Wig Mod 1-Drafting & Engineering 60d Finish No Earlier Than 5/20/05 2/28/05 5/20/05 Release6 Wig Mod 1-Design Verification 120d Finish No Earlier Than 11/4/05 5/23/05 11/4/057 Wig Mod 1-Design Update & Lot 2 60d Finish No Earlier Than 1/27/06 11/7/05 1/27/06 Eng Release Set when manually inserting Start & Finish dates, many times Unintentionally Set by the user 21
    • Limit the Use of Schedule Constraints Con’t 2004 2005 2006ID Task Name Dur Constraint Type Constraint Start Finish D J F M A M J J A S O N D J F M A M J J A S O N D J F 1 Wig Mod 1-Module 1 532d As Soon As Possible NA 1/15/04 1/27/062 Wig Mod 1-Requirements Analysis 152d Finish No Earlier Than 8/13/04 1/15/04 8/13/043 Wig Mod 1-Preliminary Design 60d Finish No Earlier Than 11/5/04 8/16/04 11/5/044 Wig Mod 1-Detail Design 80d Finish No Earlier Than 1/28/05 11/8/04 2/25/055 Wig Mod 1-Drafting & Engineering 60d Finish No Earlier Than 5/20/05 2/28/05 5/20/05 Release6 Wig Mod 1-Design Verification 120d Finish No Earlier Than 20d 11/4/05 10/10/05 11/4/05 Constraints7 Wig Mod 1-Design Update & Lot 2 60d Finish No Earlier Than 1/27/06 11/7/05 1/27/06 Eng Release Block Activity Shift • Schedule Tool Can not Calculate Dates • May Lead to Faulty Critical Path Identification • Constraints, Sometimes Hard to Spot, Once Set • Let The Scheduling Tool Work For You ! Work Smarter....Not Harder!!! 22
    • Taming the Schedule Beast• The Scheduler’s Tool Kit• Use of Schedule Templates• Use of Codes to Manipulate and Display MS Project Data• Common View, Filter, & Table Names• Limiting the Use of Constraints in the Database• Linking only Detail Activities• Use Common Time Units for Duration (Stick to one; Days, Weeks, or Months)• Meaningful Activity Descriptions• Other Items of Interest 23
    • Linking only Detail Activities • Linking Summary Activities – Only Able to Identify the Critical Area • Linking Detail Activities – Able to Identify the Critical Activities 24
    • Taming the Schedule Beast• The Scheduler’s Tool Kit• Use of Schedule Templates• Use of Codes to Manipulate and Display MS Project Data• Common View, Filter, & Table Names• Limiting the Use of Constraints in the Database• Linking only Detail Activities• Use Common Time Units for Duration (Stick to one; Days, Weeks, or Months)• Meaningful Activity Descriptions• Other Items of Interest 25
    • Use Common Time Units for DurationTotal Slack Becomes Confusing using different time units for the Duration Work Smarter....Not Harder!!! 26
    • Taming the Schedule Beast• The Scheduler’s Tool Kit• Use of Schedule Templates• Use of Codes to Manipulate and Display MS Project Data• Common View, Filter, & Table Names• Limiting the Use of Constraints in the Database• Linking only Detail Activities• Use Common Time Units for Duration (Stick to one; Days, Weeks, or Months)• Meaningful Activity Descriptions• Other Items of Interest 27
    • Meaningful Activity Descriptions 2004 2005ID WBS Task Name D J F M A M J J A S O N D J F M A M J J A S O N D 3 IMP Program Milestones Award IBR SRR PDR CDR MRR TRR18 CAXX Widget Devolpment19 CABX Widget - Module 1 Reqmts PD DD Rel DV25 CACX Widget - Module 2 Reqmts PD DD Rel DV26 WP 1 Requirements Analysis27 WP 2 Preliminary Design28 WP 3 Detail Design 129 WP 4 Drafting & Engineering Release30 WP 5 Design Verification31 CADX Widget - Module 3 Reqmts PD DD Rel DV32 WP 1 Requirements Analysis33 WP 2 Preliminary Design Schedules Often Repeat 234 WP 3 Detail Design Activity Sequence35 WP 4 Drafting & Engineering Release36 WP 5 Design Verification37 CBXX GizmoFlotchy Development38 CBBX GizmoFlotchy - Module 1 Reqmts PD DD Rel DV39 WP 1 Requirements Analysis40 WP 2 Preliminary Design41 WP 3 Detail Design 342 WP 4 Drafting & Engineering Release43 WP 5 Design Verification44 CBCX GizmoFlotchy - Module 2 Reqmts PD DD Rel DV45 WP 1 Requirements Analysis46 WP 2 Preliminary Design47 WP 3 Detail Design 448 WP 4 Drafting & Engineering Release 2849 WP 5 Design Verification
    • Meaningful Activity Descriptions Con’t What Happens When Detail Design Activities are Selected in a Schedule Report? 29
    • Meaningful Activity Descriptions Con’t Short Descriptive Labels Help to ID Schedule Tasks Try to limit length to 25 Characters. Work Smarter....Not Harder!!! 30
    • Other Items of Interest• 3rd Party Schedule Checking Software• Use of Schedule Check Lists• Use of Schedule Frag-net libraries• Scheduler’s Interview Standard Question Lists 31
    • Agenda• Scheduling Issues – The Schedule Beast• Taming the Schedule Beast• Scheduling with the help of MS Excel & MS Access• Calculating Earned Value• 2 New Concepts• Questions 32
    • MS Excel - ConcatenationWork Smarter....Not Harder!!! 33
    • MS Access – MS Project DB Clean-up1. Save Initial MPP file as a MS Access DB File 2. Open File in MS Access & Run the Utility: Compact & Repair 3. In MS Project; Open the “Saved MS Access DB File and Re-Save as a MS Project File 34
    • Agenda• Scheduling Issues – The Schedule Beast• Taming the Schedule Beast• Scheduling with the help of MS Excel & MS Access• Calculating Earned Value• 2 New Concepts• Questions 35
    • Calculating Earned Value Weighted Milestones MarchID Task Name Duration Start Finish % F S S M T W T F S S M T W T F S S M T 1 Any Ole 10 days 2/24/04 3/8/04 10% Task2 Any Ole 10 days 2/24/04 3/8/04 20% Task3 Any Ole 10 days 2/24/04 3/8/04 30% Task4 Any Ole 10 days 2/24/04 3/8/04 40% Task5 Any Ole 10 days 2/24/04 3/8/04 50% Task6 1 day? 3/30/04 3/30/04 0%7 1 day? 3/30/04 3/30/04 0% • MS Project Percent Complete is Based on Duration • This Works Great if Task is Level Loaded • What if Activities are Front/Back Loaded? 36
    • Calculating Earned Value Weighted Milestones Con’tID Task Name Hours -1 1 2 3 4 5 6 7 8 9 10 1 Widget Detail Design 5642 PDR Action Items 24 24Hrs / 564Tot Hrs = .05%Wgt3 Design Routings 182 182Hrs / 564Tot Hrs = .32%Wgt4 Drafting 70 70Hrs / 564Tot Hrs = .12%Wgt5 Thermal Analysis 40 40Hrs / 564Tot Hrs = .07%Wgt6 Structrual Analysis 70 70Hrs / 564Tot Hrs = .12%Wgt7 Reliability Study 50 50Hrs / 564Tot Hrs = .09%Wgt8 Eng Review (CDR) 40 40Hrs / 564Tot Hrs = .07%Wgt9 Artwork 60 60Hrs / 564Tot Hrs = .12%Wgt10 Final Drafting 8 8Hrs / 564Tot Hrs = .01%Wgt11 Assy Drawing 8 8Hrs / 564Tot Hrs = .01%Wgt12 Drawing Package Rel 12 12Hrs / 564Tot Hrs = .02%Wgt 37
    • Calculating Earned Value Weighted Milestones Con’tID Task Name WP Wgts Hrs % -1 1 2 3 4 5 6 7 8 9 10 1 Widget Detail Design 0 564 22%2 PDR Action Items 0.04 24 25%3 Design Routings 0.32 182 80%4 Drafting 0.12 70 0%5 Thermal Analysis 0.07 40 10%6 Structrual Analysis 0.12 70 2%7 Reliability Study 0.09 50 0%8 Eng Review (CDR) 0.07 40 0%9 Artwork 0.12 60 0%10 Final Drafting 0.01 8 0%11 Assy Drawing 0.01 8 0%12 Drawing Package Rel 0.02 12 0% Detail Design 22% Complete 38
    • Calculating Earned Value Weighted Milestones Con’tID Task Name Real % C WP Wgts % -1 1 2 3 4 5 6 7 8 9 10 1 Widget Detail Design 27.84 0 22%2 PDR Action Items 1.06 0.04 25%3 Design Routings 25.82 0.32 80%4 Drafting 0 0.12 0%5 Thermal Analysis 0.71 0.07 10%6 Structrual Analysis 0.25 0.12 2%7 Reliability Study 0 0.09 0%8 Eng Review (CDR) 0 0.07 0%9 Artwork 0 0.12 0%10 Final Drafting 0 0.01 0%11 Assy Drawing 0 0.01 0%12 Drawing Package Rel 0 0.02 0%• MS Project % Complete is Based on Duration Not Weights• Embedding Equations Directly in MS Project Saves Time and Displays Status More Accurately Work Smarter....Not Harder!!! 39
    • Calculating Earned Value Weighted Milestones Con’t 1 Click 3 Click 2 Click 6 Insert Formula4 Click 5 Click8 Click 7 Click 409 Click
    • Agenda• Scheduling Issues – The Schedule Beast• Taming the Schedule Beast• Scheduling with the help of MS Excel & MS Access• Calculating Earned Value• 2 New Concepts• Questions 41
    • Schedule Inchstones 15% MS Project Activities are kept at a ~higher Inchstones Calculate Project level or Critical Path Level in the Activity % Complete Project’s Schedule Database Inchstones Reference Unique Project ID# Inchstones are planned within the Project’s Baseline Start & Finish Dates 873 • Lower Level Detail Activities are maintained at the Element/Subsystem level in Inchstone Reports that can calculate a Task completion estimates based on assigned weightings • Benefits: • - Enhances the use of Task Orders or Performance Plans • - Keeps work plans with the people doing the work! • - Reduces Need for a Large Scheduling Staff • - Reduces quantity of Scheduling SW Licenses • - Keeps Project Databases manageable 42MS Excel (most people have)
    • BPSCI Bill Paradis Schedule Completion Index• The BPSCI Assigns a schedule completion rating to the schedule by period• This helps to the scheduling team and the project determine the level of schedule commitment to completing activities in the schedule and improves schedule completion estimates 43
    • The End Questions??William Paradiswparadis@pop400.gsfc.nasa.gov 44