Duration – Length of working time (not calendar time) between the start and finish on a task.Work – The effort required to complete a task (usually in person-hours)Units – Proportion of time a resource works on a taskProject will try and change Duration before Work and Work before UnitsIf you supply one of these values, Project will calculate the other two:When you fill in Work and Units, Project calculates DurationIf you ONLY fill in Work, Project uses 100% (or the max units) to fill in the Units fieldWhen you fill in Duration and Units, Project calculates Work. If you only fill in Duration, Project uses 100% (or the max units) to fill in the Units fieldThe ONLY time Project will calculate units is when you specify Work and Duration. If you only fill in Duration, Project Calculates Work and uses 100% (or the max units) to fill in the Units field
Effort driven scheduling is a task-level setting. It determines whether work remains constant when you assign additional resources to a task.Effort driven scheduling comes into play ONLY when adding or removing resources from a task, not when you change work or duration or units for resources ALREADY assigned to the taskTask Types determine what happens to the other two variables in the scheduling formula. Effort driven scheduling determines what happens to the duration or resource unit for a task when you add or remove resources after your 1st assignmentWhen should you turn it off?For complex tasks that require highly-skilled resources. In this case, adding more resources may slow the team down if people need instruction before they can perform.Tasks that have an uncertain or undetermined amount of work. When effort-driven is turned off, the amount of work CAN change.The easiest way to understand effort-driven scheduling is to ask yourself: “if one person can do this task in 10 days, could 2 people do it in 5 days?” If so, effort-driven should be turned on for this task.
In Auto-schedule mode, Project uses Fixed Duration for all summary tasksExamples of tasks that are not fixed duration: Reviewing Documentation Completing a Project Charter
Once a resource is assigned, the resource calendar and availability of the resource will establish the schedule in which the task is performed. Examples of tasks that are typically NOT Fixed Work include: MeetingsPERT = (P+O+4M)/6Where P =Pessimistic O = Optimistic M = Most Likely
Project uses Fixed Units as the default task typeExamples of tasks that are not FIXED UNIT: Analysis Meetings
MS Project 2010 "Task Types & Best Uses"
MS Project 2010 Task Types & Best Uses
Agenda MS Project Scheduling Formula Effort Driven Scheduling • What does that mean? • When does it apply? Three Types of Tasks • Fixed Duration • Fixed Work • Fixed Units • When to use each type • Manual vs. Auto Scheduled tasks
MS Project Scheduling Formula Project automatically calculates and recalculates this formula each time a change is made, as outlined below. Fixed Duration = Work/UnitsFixed Work = Duration *Units Fixed Units= Work/ Duration
Effort Driven Scheduling Project defaults to this setting whenever a task is set to “Auto- Scheduled” mode. When in “Manually-Scheduled” mode, this option is greyed out. When you add resources to Auto-scheduled tasks, Project recalculates as follows: Fixed Unit Tasks: Task Duration is shortened Fixed Work Tasks: Task Duration is shortened Fixed Duration Tasks: Decreases Units of each resource
Fixed Duration Tasks in MS Project Duration Length of working time (not calendar time), between the start & finish of the task Used for tasks that have a set amount of time Examples • Meetings duration of meeting is not effected by how many people attend (Effort Driven = No) • Warranty Periods (Effort Driven = No)
Fixed Work Tasks in MS Project Work The effort, normally in hours, one or more resources will require to actually complete the task. Used for tasks where you can estimate the amount of work Examples • Writing a project charter • Building a detailed project plan EFFORT DRIVEN CANNOT BE TURNED OFF FOR FIXED WORK TASKS
Fixed Units Tasks in MS Project Units The number of resources (labour or material), assigned to complete a task Used for tasks that have a fixed number of people to assign to that task Examples • User Acceptance Testing • Update current scripts for program
MS Project 2010 Questionsshelley@personalprojectmanager.ca