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Software Project Management Session 6: MS-Project Intro & Mid-term Exam
Today <ul><li>WBS Homework Review </li></ul><ul><li>Brief introduction to MS-Project </li></ul><ul><li>Exam </li></ul>
WBS Review <ul><li>For process approaches </li></ul><ul><ul><li>It sometimes appears that you think requirements = analysi...
WBS Review <ul><li>Disappearing ‘plot lines’ </li></ul><ul><ul><li>Like designing a network or choosing hardware but never...
WBS Review <ul><li>Some MS-Project plans had all 1 day assignments,  </li></ul><ul><ul><ul><li>That's good for this point ...
WBS Review <ul><li>Some activities overly general 'Control Project‘ </li></ul><ul><li>Forget things at equal level like ‘a...
MS-Project <ul><li>Mid-market leader </li></ul><ul><li>Has approx. 50% overall market share </li></ul><ul><li>70-80% MS-Pr...
Project Pros <ul><li>Easy outlining of tasks </li></ul><ul><li>Resource management </li></ul><ul><li>Accuracy: baseline vs...
Project Cons <ul><li>Illusion of control </li></ul><ul><li>Workgroup features ok, still in-progress </li></ul><ul><li>Scal...
The MS-Project Process <ul><li>Move WBS into a Project outline (in Task Sheet) </li></ul><ul><li>Add resources (team membe...
Project Overview <ul><li>This is a ‘quickie’ overview </li></ul><ul><li>We will return to all of these steps individually ...
Project UI <ul><li>Views </li></ul><ul><ul><li>Default is Gant Chart View </li></ul></ul><ul><ul><ul><li>2 panes </li></ul...
Project UI
Create Your Project <ul><li>File/New </li></ul><ul><li>Setup start date </li></ul><ul><li>Setup calendar </li></ul><ul><ul...
Enter WBS <ul><li>Outlining </li></ul><ul><li>Sub-tasks and summary tasks </li></ul><ul><li>Do not enter start/end dates f...
Establish Durations <ul><li>Know the abbreviations </li></ul><ul><ul><li>h/d/w/m </li></ul></ul><ul><ul><li>D is default <...
Add Resources <ul><li>Work Resources </li></ul><ul><ul><li>People </li></ul></ul><ul><li>Material Resources </li></ul><ul>...
Resource Sheet <ul><li>Can add new resources here </li></ul><ul><ul><li>Or directly in the task entry sheet </li></ul></ul...
Effort-Driven Scheduling <ul><li>MS-Project default </li></ul><ul><li>Duration * Units = Work </li></ul><ul><ul><ul><li>Du...
Link Tasks <ul><li>On toolbar: Link & Unlink buttons </li></ul><ul><ul><li>Good for many at once </li></ul></ul><ul><li>Or...
Milestones <ul><li>Zero duration tasks </li></ul><ul><li>Insert task ‘normally’ but put 0 in duration </li></ul>
Make Assignments <ul><li>Approach 1. Using Task Sheet </li></ul><ul><ul><li>Using Resource Names column </li></ul></ul><ul...
Save Baseline <ul><li>Saves all current information about your project </li></ul><ul><ul><li>Dates, resource assignments, ...
Fine Tune <ul><li>Then is used later as basis for comparing against “actuals” </li></ul><ul><li>Menu: Tools/Tracking/Save ...
Project 2002 <ul><li>3 Editions: Standard, Professional, Server </li></ul><ul><li>MS Project Server 2002 </li></ul><ul><ul...
Project 2002 <ul><li>MS-Project Professional </li></ul><ul><ul><li>“ Build Team” feature </li></ul></ul><ul><ul><ul><li>Sk...
Homework <ul><li>McConnell: 5 “Risk Management”, 14 “Feature-Set Control” </li></ul><ul><li>Schwalbe: 10, “Project Risk Ma...
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  • Transcript of "Q7503_6post.ppt"

    1. 1. Software Project Management Session 6: MS-Project Intro & Mid-term Exam
    2. 2. Today <ul><li>WBS Homework Review </li></ul><ul><li>Brief introduction to MS-Project </li></ul><ul><li>Exam </li></ul>
    3. 3. WBS Review <ul><li>For process approaches </li></ul><ul><ul><li>It sometimes appears that you think requirements = analysis = design </li></ul></ul><ul><ul><li>Or that doing a few diagrams (ERD, DFD) = requirements </li></ul></ul><ul><li>Consistency </li></ul><ul><ul><li>Consistent use of verb+noun descriptions of activities </li></ul></ul><ul><li>Language </li></ul><ul><ul><li>Inclusion of some phases but missing others </li></ul></ul><ul><ul><ul><li>Some at beginning, some at end </li></ul></ul></ul><ul><li>Use of a spell checker (spelling counts in project plans too) </li></ul>
    4. 4. WBS Review <ul><li>Disappearing ‘plot lines’ </li></ul><ul><ul><li>Like designing a network or choosing hardware but never implementing </li></ul></ul><ul><li>Consistency across phases </li></ul><ul><ul><li>If ‘Development’ includes four major modules, typically ‘Design’ should reflect those same four </li></ul></ul><ul><li>If using a ‘process’ model, then there should be a visible ‘flow’ to the process </li></ul><ul><ul><li>Not like this: Systems Engineering, Hardware & Software, Project Management, Test, Training, Site Implementation </li></ul></ul>
    5. 5. WBS Review <ul><li>Some MS-Project plans had all 1 day assignments, </li></ul><ul><ul><ul><li>That's good for this point of process </li></ul></ul></ul><ul><ul><ul><li>This is prior to estimation </li></ul></ul></ul><ul><li>Tone & Content </li></ul><ul><ul><li>Some are very “generic” </li></ul></ul><ul><ul><ul><li>Tell me nothing about your system </li></ul></ul></ul><ul><ul><ul><li>Not enough to say 'requirements, analysis, design, etc, done’ </li></ul></ul></ul>
    6. 6. WBS Review <ul><li>Some activities overly general 'Control Project‘ </li></ul><ul><li>Forget things at equal level like ‘architecture design’ </li></ul><ul><li>Think all activities through </li></ul><ul><li>Aim for a consistent level of detail </li></ul><ul><li>Know the basic order of things: testing doesn’t occur before development </li></ul><ul><ul><li>Other details: QA is not part of ‘Rollout’ </li></ul></ul><ul><li>I am lenient now but will be less so going forward </li></ul>
    7. 7. MS-Project <ul><li>Mid-market leader </li></ul><ul><li>Has approx. 50% overall market share </li></ul><ul><li>70-80% MS-Project users never used automated project tracking prior (a “first” tool) </li></ul><ul><li>Not a mid/high-end tool for EPM (Enterprise Project Mgmt.) </li></ul>
    8. 8. Project Pros <ul><li>Easy outlining of tasks </li></ul><ul><li>Resource management </li></ul><ul><li>Accuracy: baseline vs. actual; various calculations </li></ul><ul><li>Easy charting and graphics </li></ul><ul><li>Cost management </li></ul><ul><li>Capture historical data </li></ul>
    9. 9. Project Cons <ul><li>Illusion of control </li></ul><ul><li>Workgroup features ok, still in-progress </li></ul><ul><li>Scaling </li></ul><ul><li>No estimation features </li></ul><ul><li>Remember: </li></ul><ul><ul><li>Being a MS-Project expert does not make you an expert project manager! </li></ul></ul><ul><ul><li>No more so than knowing MS-Word makes you a good writer. </li></ul></ul>
    10. 10. The MS-Project Process <ul><li>Move WBS into a Project outline (in Task Sheet) </li></ul><ul><li>Add resources (team members or roles) </li></ul><ul><li>Add costs for resources </li></ul><ul><li>Assign resources to tasks </li></ul><ul><li>Establish dependencies </li></ul><ul><li>Refine and optimize </li></ul><ul><li>Create baseline </li></ul><ul><li>Track progress (enter actuals, etc.) </li></ul>
    11. 11. Project Overview <ul><li>This is a ‘quickie’ overview </li></ul><ul><li>We will return to all of these steps individually over the next few weeks </li></ul><ul><li>Sample project from McConnell </li></ul>
    12. 12. Project UI <ul><li>Views </li></ul><ul><ul><li>Default is Gant Chart View </li></ul></ul><ul><ul><ul><li>2 panes </li></ul></ul></ul><ul><ul><ul><li>Task Sheet on left (a table) </li></ul></ul></ul><ul><ul><ul><li>Gantt Chart on right </li></ul></ul></ul><ul><ul><li>View Bar on far left </li></ul></ul>
    13. 13. Project UI
    14. 14. Create Your Project <ul><li>File/New </li></ul><ul><li>Setup start date </li></ul><ul><li>Setup calendar </li></ul><ul><ul><li>Menu: Project/Project Information </li></ul></ul><ul><ul><li>Often left with default settings </li></ul></ul><ul><ul><li>Hours, holidays </li></ul></ul>
    15. 15. Enter WBS <ul><li>Outlining </li></ul><ul><li>Sub-tasks and summary tasks </li></ul><ul><li>Do not enter start/end dates for each </li></ul><ul><li>Just start with Task Name and Duration for each </li></ul><ul><li>Use Indent/Outdent buttons to define summary tasks and subtasks </li></ul><ul><li>You can enter specific Start/End dates but don’t most of the time </li></ul>
    16. 16. Establish Durations <ul><li>Know the abbreviations </li></ul><ul><ul><li>h/d/w/m </li></ul></ul><ul><ul><li>D is default </li></ul></ul><ul><li>Can use partial </li></ul><ul><ul><li>.5d is a half-day task </li></ul></ul><ul><li>Elapsed durations </li></ul><ul><li>Estimated durations </li></ul><ul><ul><li>Put a ‘?’ after duration </li></ul></ul>
    17. 17. Add Resources <ul><li>Work Resources </li></ul><ul><ul><li>People </li></ul></ul><ul><li>Material Resources </li></ul><ul><ul><li>Things </li></ul></ul><ul><ul><li>Can be used to track costs </li></ul></ul><ul><ul><ul><li>Ex: amount of equipment purshased </li></ul></ul></ul><ul><ul><li>Not used as often in typical software project </li></ul></ul>
    18. 18. Resource Sheet <ul><li>Can add new resources here </li></ul><ul><ul><li>Or directly in the task entry sheet </li></ul></ul><ul><ul><ul><li>Beware of mis-spellings (Project will create near-duplicates) </li></ul></ul></ul><ul><li>Setup costs </li></ul><ul><ul><li>Such as annual salary (put ‘yr’ after ‘Std. Rate’) </li></ul></ul>
    19. 19. Effort-Driven Scheduling <ul><li>MS-Project default </li></ul><ul><li>Duration * Units = Work </li></ul><ul><ul><ul><li>Duration = Work / Units (D = W/U) </li></ul></ul></ul><ul><ul><ul><li>Work = Duration * Units (W = D*U) </li></ul></ul></ul><ul><ul><ul><li>Units = Work / Duration (U = W/D) </li></ul></ul></ul><ul><li>Adding more resources to a task shortens duration </li></ul><ul><li>Can be changed on a per-task basis </li></ul><ul><ul><ul><li>In the advanced tab of Task Information dialog box </li></ul></ul></ul><ul><ul><ul><li>Task Type setting </li></ul></ul></ul><ul><li>Beware the Mythical Man-month </li></ul><ul><ul><ul><li>Good for laying bricks, not always so for software development </li></ul></ul></ul>
    20. 20. Link Tasks <ul><li>On toolbar: Link & Unlink buttons </li></ul><ul><ul><li>Good for many at once </li></ul></ul><ul><li>Or via Gantt chart </li></ul><ul><ul><li>Drag from one task to another </li></ul></ul>
    21. 21. Milestones <ul><li>Zero duration tasks </li></ul><ul><li>Insert task ‘normally’ but put 0 in duration </li></ul>
    22. 22. Make Assignments <ul><li>Approach 1. Using Task Sheet </li></ul><ul><ul><li>Using Resource Names column </li></ul></ul><ul><ul><li>You can create new ones by just typing-in here </li></ul></ul><ul><li>2. Using Assign Resources dialog box </li></ul><ul><ul><li>Good for multiple resources </li></ul></ul><ul><ul><li>Highlight task, Tools/Resources or toolbar button </li></ul></ul><ul><li>3. Using Task Information dialog </li></ul><ul><ul><li>Resources tab </li></ul></ul><ul><li>4. Task Entry view </li></ul><ul><ul><li>View/More Views/Task Entry </li></ul></ul><ul><ul><li>Or Task Entry view on Resource Mgmt. toolbar </li></ul></ul>
    23. 23. Save Baseline <ul><li>Saves all current information about your project </li></ul><ul><ul><li>Dates, resource assignments, durations, costs </li></ul></ul>
    24. 24. Fine Tune <ul><li>Then is used later as basis for comparing against “actuals” </li></ul><ul><li>Menu: Tools/Tracking/Save Baseline </li></ul>
    25. 25. Project 2002 <ul><li>3 Editions: Standard, Professional, Server </li></ul><ul><li>MS Project Server 2002 </li></ul><ul><ul><ul><li>Upgrade of old “Project Central” </li></ul></ul></ul><ul><ul><ul><li>Includes “Project Web Access”, web-based UI (partial) </li></ul></ul></ul><ul><ul><ul><li>Workgroup and resource notification features </li></ul></ul></ul><ul><ul><ul><li>Requires SQL-Server and IIS </li></ul></ul></ul><ul><ul><ul><li>“ Portfolio Analyzer” </li></ul></ul></ul><ul><ul><ul><ul><li>Drill-down into projects via pivot tables & charts </li></ul></ul></ul></ul><ul><ul><ul><li>“ Portfolio Modeler” </li></ul></ul></ul><ul><ul><ul><ul><li>Create models and “what-if” scenarios </li></ul></ul></ul></ul><ul><ul><ul><li>SharePoint Team Services integration </li></ul></ul></ul>
    26. 26. Project 2002 <ul><li>MS-Project Professional </li></ul><ul><ul><li>“ Build Team” feature </li></ul></ul><ul><ul><ul><li>Skills-based resource matching </li></ul></ul></ul><ul><ul><li>Resource Pools: with skill set tracking </li></ul></ul><ul><ul><li>Resource Substitution Wizard </li></ul></ul><ul><li>“ Project Guide” feature </li></ul><ul><ul><li>Customizable “process component” </li></ul></ul>
    27. 27. Homework <ul><li>McConnell: 5 “Risk Management”, 14 “Feature-Set Control” </li></ul><ul><li>Schwalbe: 10, “Project Risk Management”, Appendix A “Guide to Using Microsoft Project 2000” (447-477) </li></ul><ul><li>Install MS-Project if you haven’t done so already </li></ul>
    28. 28. Questions?
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