Outline
MS Project Intro
Calendar
Project Summary
Network Diagram
WBS
Resources
Filter and Grouping
Customization
Constraint
Recurring Task
Resource Analysis and Leveling
Tracking
Earned Value Analysis
Reports
If you want more details or service related MS Project You can reach me through my email agrawalakshay28@gmail.com .
3. MS Project
Introduction
First, let's look
at the opening
screen so that
we can become
familiar with its
layout and
terminology,
how to create a
new file in
MSP?
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4. Landing Page
The Gantt Chart :
The Gantt chart is a
combination of the entry
sheet and the bar chart.
This is the main working
area of project.
Entry Table :
It contains column like
indicator field, task
mode, Task name,
Duration, Start, Finish
etc.
There is also an option
for insert column
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5. SelectAuto-
schedule Mode
Also you can do by
alternative
Select column of
task mode
Go to task
Select auto schedule
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6. Introduction to Calendar
CALENDAR
Base
Calendar
Standard
Night Shift
24 Hours
Based on
usage
Project
Calendar
Task
Calendar
Resource
Calendar
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Standard Calendar : Monday to Friday from 8:00 A.M. to 5:00
P.M. With one hour break(12:00 P.M. to 1:00P.M. )
24 hour Calendar : It has no nonworking time. Its working time
is 12:00 A.M. to 12A.M. ,it schedules 24 hours a day, 7 days a
week.
Night Shift : It covers graveyard shift schedule of Monday night
through Saturday morning, from 11PM. To 8AM. , with one hour
break (3:00 AM. to 4:00 AM.)
7. How to create a
Project Calendar ?
Go to Project
Click on Change
working time
Open window as
shown on screen
Click on create a
new calendar
Give name of
calendar and Ok.
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8. To be cont.…..
Go to work weeks
Click on Details
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10. To be cont.…..
Click on “Set days to
this specific working
time”
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11. To be cont.…..
Select Non-working
days
Then Click on “set
days to nonworking
time”
Click on OK
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12. To be cont.…..
If you want to set
holidays like republic
day, independence day,
holi, Diwali etc. ,
Click on “Exception”
Select day from
Calendar ( Exa. There
is Mahashivratri on
14th of February
which is selected
from calendar)
Give description
For reoccurrence of
holiday click on
“Details”
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13. To be cont.…..
Add one more
holiday for better
understanding.
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14. To be cont.…..
Specify work or non
work
If work is ongoing
on holiday then click
0n working day and
Enter time
Give reoccurrence
pattern if it comes on
particular date or any
day of month
Give range of
occurrence as per
project span
Ok
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16. To be cont.…..
Click on “Schedule”
Enter details like
start time, end time,
hours per day, per
week, per month etc.
After filling all
details click on OK
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25. Enter Relationship
Enter Predecessor as
per activity.
Observe the Gantt
chart to understand
relationship between
activity.
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26. Project Summary
Go to “Format”.
Click on “Critical
Task”.
Red Strip shows
critical activity.
Click on “Project
Summary Task”.
We can Know total
duration of Project.
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27. Network
Diagram
Go to “view”.
Click on “Network
Diagram”.
Each node contains
task name, duration,
task id, start date,
finish date, and if
assigned, the
resources
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28. Work Breakdown
Structure
WBS is called as
organized method of
dividing a activity
into sub activity.
To create “WBS”
Go to “Task”
Select Sub-activities
for main activity
Click on “Indent”
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29. To be cont.…..
To Show WBS
default Code,
Right click on Entry
level on Entry Sheet
Top
Insert a Column
”WBS”.
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30. How to Define
Custom WBS
Go to Project.
Drop down WBS.
Define Code.
Give Sequence,
Length, Separator, as
per requirement
After that, Go to
WBS
Renumber to Entire
Project
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31.
32. How to add
Resources?
Go to “View”.
Click on “Resource
Sheet”
Add Resources.
Add maximum
availability of
resource.
Add rate per hr or
day.
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33. How to assign
resource to
activities?
Go to Gantt-chart.
Right click on
activity
Click on “Assign
Resource”.
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34. To be cont.…..
Add resource as per
availability.
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35. Cost after
assigning
Resources
Assign all resources to
all activities.
Insert a column of
“cost”.
Gantt-chart shows all
assigned resources.
Red mark in first
column shows over
allocation.
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36. Filter & Grouping
Filter helps to focus on specific aspects of project.
There are two types of Filter: 1. Task Filter
2. Resource Filter
To apply filter an hide all other information, follow this step:
Go to view > Data Group > Click on Filter button >Choose the filter you want from Menu > Ok
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39. All types of Filter
and Grouping
If you want to create
a filter or group by
customize click on
New filter or New
Group.
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40. Cost greater than
3000
Click on More Filter
Select cost greater
than…..
Enter value 3000
Then see result.
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41. Customisation
You can set up a custom field and provide the information on any sheet associated with a task
oriented view of project.
1. Creating a custom field
2. Using a custom field
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42. Creating a
custom field
Go to Project.
Click on “Custom
Field”.
Rename text 1 with
Responsibility.
Click on Look up
Table.
Add some values
with description.
Click on Import look
up table.
Select
project1(current)
Ok > Ok
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43. Using a custom
field
Add new column of
Responsibility.
Assign responsibility
as per Task.
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44. Constraints
Flexible type
As soon As possible(ASAP)
As late As Possible(ALAP)
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Semi flexible type
Start No Earlier than
Start No Late than
Finish No Earlier than
Finish No Late than
Inflexible type
Must Start On
Must Finish On
45. How to Give
Constraint?
Select activity >
Right click >
Information >
Advanced in
dialogue box
You can give
Constraint as your
requirement.
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46. Example
Activity 6
Constarint : Start No
Earlier Than
Date : 27th February
OK
It display as the second
Picture shown in slide.
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47. Recurring Task
A task that Repeat at certain interval.
You can create a recurring task that repeats for a fixed no of times or that ends by a specific
date.
Examples: Weekly staff meeting
Quarterly report
Monthly Safety meeting
Monthly budget review
Inspection
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48. Exa: Recurring of
Safety Inspection
for Excavation
Select activity below
whom you want to
give Recurring task
Go to Task Toolbar.
Dropdown Task >
Recurring Task
One Dialogue box
will open
Give Task Name
Give duration
Select Recurrence
pattern
Give Range
OK
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50. Resource Analysis and Levelling
Once resource are assigned for each task in project, it is necessary to check whether there is any
over allocated resource.
The over allocation is indicated in an indicator field in Gantt table and Resource Sheet, it is
also indicated in
Task Usage
Resource Usage
Team Planner
Resource graph
Resource Sheet
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53. Task Usage View
Go to “View”
Click on “Task
Usage”
Advantage
Main Purpose is to
show the resources
assigned to each
Task
It helps in organise
resources by task,
calculate work effort
and cost by task
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54. Resource Usage
View
Go to “View”
Click on “Resource
Usage”
Advantage
To check Over-
allocation Problem
Calculate no. of Hours
of Each Resource
Calculate the time of
additional work is
assigned to particular
resource
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56. Resource Graph
View
View > Other View>
Resource Graph
It clearly shows over
allocation.
Easy to identify the
Problem in
Graphical
Representation
It shows how a
resource used
Note: It shows
information of only
one resource at a
time.
Click the scroll
arrow that appear
below left pane of
this window
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57. Resource Form
View
It shows work, cost,
schedule etc, aspects of
particular resource.
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Based on Work Based on Cost
59. Automatic
Levelling
Go to Resource
Click on Levelling
Option
Select Automatic
Level Entire Project
Level All
OK
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60. Manual Levelling
Manual Levelling
can be carried out
from
resource usage
or
resource sheets
or
Resource Graphs
Note : We can Also
levelling by Split the
Task, Delay the Task,
Overtime in Resource
Form.
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Ex: Manual Levelling By Resource Graph
61. Tracking
Tracking is the process of collecting, entering and analysing of actual project performance
values, such as work on tasks and actual durations,
Tracking is the second major phase of Project Management.
Tracking means Recording the project details such as what work was done by whom, when the
8work was done and what it cost . These details are called as actual.
Estimates v/s Actuals
Baseline : It is snapshot of Project that you take when you complete planning phase or some
critical phase. Base line is a set of data saved in the same file where you track actual progress
data.
Project enables you to save up to 11 baseline and equal no of interim plans during project.
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62. Create Baseline
Go to Project
Dropdown Set
Baseline
Tick on Baseline or
Interim Baseline
Tick on Entire
Project > OK
Note: Interim Plan is
Similar as a Baseline
But it save only start
and finish date of
activity
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63. To Show
Baseline in Gantt
Chart
Right click on Gantt
Chart
Click on Show/Hide
Bar-style
Base Line
Select Baseline
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View Before Save the Baseline View After Save the Baseline
64. Updating Task and Actual Performance
Using Variety of techniques, you can record actual information for a project by filling in the
following field for each task and that tracks the progress of your project.
Actual start date | Actual Finish date | Actual Duration | Remaining Duration | percentage
Complete
Entering Task’s Completion Percentage
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65. To Track or
Update Task
Go to Project
Update Project
Give Status Date
Tick on 0-100%
Complete
Entire Project
OK
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66. To show Status
Date on Gantt
Chart
Right Click on Gantt
Chart
Select Gridline
Select Status Date
Give Type and
Colour
OK
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Status Line
67. To Show %
Complete
Right click on Data
Entry Sheet.
Insert a Column
%complete
%work complete
Physical %Work
Complete
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Based on
Duration
Based on
Work
Based on
Actual
Site
Condition
68. Tracking Table
Go to View
Dropdown Table
Select Tracking
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Tracking Table
70. Actual Site
Condition
Select Activity
Go to Task
Dropdown Mark on
Track
Update Task
Either change
%complete OR
change duration/date
OK
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72. Earned Value Analysis
BCWS - Budgeted Cost Work Schedule (Plan Value)
BCWP - Budgeted Cost Work Performed (Earned Value)
ACWP – Actual Cost Work Performed (Actual Cost)
Cost Variance = BCWP – ACWP Schedule Variance = BCWP - BCWS
CV% = CV / BCWP SV% = SV / BCWS
CPI = BCWP / ACWP SPI = BCWP / BCWS
Where , CPI=Cost Performance Index Where, SPI = Schedule Performance Index
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73. Results
Cost Performance
Index
Schedule
Performance Index
Less than 1 (<1) Over Budget Behind the Schedule
Equal to 1 (=1) No Profit No Loss On Schedule
Greater than 1 (>1) Under Budget Ahead of Schedule
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Cost Variance Schedule Variance
Negative (<0) Over Budget Behind the Schedule
Equal to (=0) No Profit No Loss On Schedule
Positive (>0) Under Budget Ahead of Schedule
74. To be cont….
Estimate At Completion
EAC = AC + (BAC – EV)/CPI
Estimated Time at Completion = Original Time at Completion / SPI
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75. Earned Value
Table
Go to view > Table >
more table >Earned
Value
Excavation is
completed 12%
instead of 33% so
there is schedule
variance which is
negative and shows
task behind the
schedule.
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