Seven Basic Steps toBuild Realistic Schedule    in Project 2010         B Sai Prasad  PMP, PMI-SP, MCTS Project 2007,     ...
“Microsoft Project is the enhanced   version of Microsoft Excel”               Anonymous          Seven Steps To Success -...
Takeaways• Forecast scheduling with Project 2010  1. Realistic  2. Dynamic  3. Presentable                   Seven Steps T...
Seven Steps To Success1.   Enter project information2.   Create work breakdown structure3.   Sequence tasks4.   Estimate r...
Step 1: Enter Project InformationSet the project start date   Don’t: Type project start date in Gantt Chart view.   Do:...
Step 2: Create work breakdown                structure Display project objective and estimates   Don’t: Insert summary t...
Step 3: Sequence tasks Set dependencies   Don’t: Enter the task dates, drag the task bar   Do: Set dependencies using T...
Step 4: Estimate resources Add resource details   Don’t: Type resource name in Gantt Chart   Do: Use Resource Sheet in ...
Step 5: Optimize scheduleIdentify critical path   Don’t: Have broken critical path   Do: Check slack, critical path usi...
Step 6: Baseline scheduleSet baseline   Don’t: Copy the file (or) fields to custom fields   Do: Set Baseline using Proj...
Step 7: Record progress Record actual   Don’t: Use the Entry table for recording actual   Do: Use the Tracking table wi...
Seven Steps To Success1.   Enter Project Information2.   Create Work breakdown structure3.   Sequence tasks4.   Estimate r...
Thank youEmail: sai@sainivas.comWeb: www.sainivas.com    Seven Steps To Success - Microsoft Project   13
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Seven Basic Steps to Build Realistic Schedule in Project 2010

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Seven Basic Steps to Build Realistic Schedule in Project 2010

  1. 1. Seven Basic Steps toBuild Realistic Schedule in Project 2010 B Sai Prasad PMP, PMI-SP, MCTS Project 2007, MCTS Project 2010 www.sainivas.com
  2. 2. “Microsoft Project is the enhanced version of Microsoft Excel” Anonymous Seven Steps To Success - Microsoft Project 2
  3. 3. Takeaways• Forecast scheduling with Project 2010 1. Realistic 2. Dynamic 3. Presentable Seven Steps To Success - Microsoft Project 3
  4. 4. Seven Steps To Success1. Enter project information2. Create work breakdown structure3. Sequence tasks4. Estimate resources5. Optimize schedule6. Baseline schedule7. Record Progress Seven Steps To Success - Microsoft Project 4
  5. 5. Step 1: Enter Project InformationSet the project start date  Don’t: Type project start date in Gantt Chart view.  Do: Set Project Information in Project ribbonSet working time, holidays  Don’t: Change Calendar settings in Options dialog  Do: Use Change Working time in Project ribbon Seven Steps To Success - Microsoft Project 5
  6. 6. Step 2: Create work breakdown structure Display project objective and estimates  Don’t: Insert summary task in Gantt Chart  Do: Show Project Summary task using Format ribbon Add deliverables and detail tasks  Don’t: Auto schedule tasks, combine tasks into one  Do: Manually schedule tasks, insert tasks using Task ribbon Check WBS granularity  Don’t: Expand/collapse the summary tasks  Do: Use Outline button in View ribbon Seven Steps To Success - Microsoft Project 6
  7. 7. Step 3: Sequence tasks Set dependencies  Don’t: Enter the task dates, drag the task bar  Do: Set dependencies using Task forms Validate network  Don’t: Use Gantt Chart view  Do: Use Task forms, Network diagram in Task ribbon Compare top-down and bottom-up estimates  Don’t: Set constraints on low-level tasks  Do: Manually schedule summary tasks, auto schedule detail tasks Seven Steps To Success - Microsoft Project 7
  8. 8. Step 4: Estimate resources Add resource details  Don’t: Type resource name in Gantt Chart  Do: Use Resource Sheet in Resource ribbon Assign resources  Don’t: Select resource name in Gantt Chart  Do: Use Assign Resources, Team planner in Resource ribbon Fix task duration or work or resource assignment  Don’t: Change the work or duration  Do: Use the task type to control the behavior Seven Steps To Success - Microsoft Project 8
  9. 9. Step 5: Optimize scheduleIdentify critical path  Don’t: Have broken critical path  Do: Check slack, critical path using Format ribbonLevel resources  Don’t: Use Gantt chart view  Do: Use Resource Usage, Team planner in Resource ribbon Seven Steps To Success - Microsoft Project 9
  10. 10. Step 6: Baseline scheduleSet baseline  Don’t: Copy the file (or) fields to custom fields  Do: Set Baseline using Project ribbonView baseline  Don’t: Insert columns in view  Do: Use Baseline table, Show baseline bar using Format ribbon Seven Steps To Success - Microsoft Project 10
  11. 11. Step 7: Record progress Record actual  Don’t: Use the Entry table for recording actual  Do: Use the Tracking table with % complete in Task ribbon Slippage  Don’t: Write formula to calculate variance  Do: Use Slippage of Format ribbon, Variance table Report progress  Don’t: Use the standard reports, copy picture  Do: Print views, copy timeline view Seven Steps To Success - Microsoft Project 11
  12. 12. Seven Steps To Success1. Enter Project Information2. Create Work breakdown structure3. Sequence tasks4. Estimate resources5. Optimize schedule6. Baseline schedule7. Record Progress Seven Steps To Success - Microsoft Project 12
  13. 13. Thank youEmail: sai@sainivas.comWeb: www.sainivas.com Seven Steps To Success - Microsoft Project 13

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