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The document discusses planning, scheduling, and tracking projects using Microsoft Project. It covers defining projects and tasks, entering task information like duration and relationships between tasks, and tracking a project's progress. The key aspects covered are breaking down projects into tasks, scheduling tasks by considering factors like resources and dependencies, linking tasks using relationships, and tracking a project over time using Project.
Making software projects is for people with proven abilities. Nevertheless, the most important part for the project manager is to know the business. The PM (Project Manager) must give him the time to explore the business, compare, and interview the people in order to become an expert as fast as he can. Interviews and maybe to work some days in the business before deciding to make a system will help the company a lot. An important part of the knowledge process is the mapping process. A good technical tool should be used. New ideas can arise from this mapping process. Sometimes, it will be useful to let the client know that an improvement of the processes is enough and no system will be needed. The PM must have the ability to detect the advantage of doing a system before involving resources and budget. Once the decision is made, it should go on describing objectively the actual state, the problems and the actions to solve these problems. Actions to take must be always attached to a problem. No involvement of resources and budget should be accepted if not aligned with the goals of the project. To try to convince stakeholders the benefits of these actions must be described. Additionally, a schedule with budget and resources needed should be presented.
The document below reflects a real example of how to do this. The project manager first must decide between many methodologies in the market. Then must set the scope of the project (very important!), hire the resources, adjust the time and control the project. Many methodologies are in the market. Some of them very bureaucratic and controlling others which go directly to the deliverables. RUP and Agile could be representative of these extremes. The methodology used in this example is RUP. The methodology is presented in the schedule but the methodology itself is not described here. The reader must know RUP in order to take advantage of the schedule content.
This document provides an overview of Microsoft Project 2010 and how to use it for project management. It discusses setting up calendars, building a project plan by entering tasks, assigning resources, linking tasks, and fine-tuning the plan. It also covers tracking project progress by setting a baseline, entering actuals, adjusting the plan, and different views. Key terms related to duration, work, resources, and task types are defined.
The document discusses project management and how to plan and schedule projects in Microsoft Project. It defines key project management terms like tasks, resources, relationships, and views. It outlines the steps to create a new project in Microsoft Project, including setting properties, timetables, and entering tasks and durations. It describes how to visualize projects using Gantt charts, assign relationships between tasks, and format outlines and summaries. Calendar settings allow customizing work schedules for individual tasks.
This document provides step-by-step guidance for using Microsoft Project to manage projects. It outlines the key steps as: 1) starting the project by creating a new file and defining project details; 2) planning tasks by entering, scheduling and linking tasks; 3) assigning resources to tasks; 4) setting a project baseline for comparison; 5) updating progress by tracking actual dates, durations and changes; and 6) forecasting information.
Here are the steps to assign resources in MS Project:
1. Open the task sheet view by clicking View > Gantt Chart.
2. In the Resource Names column (left of Predecessors), type in the name of the first resource you want to assign.
3. Click on the second task you want to assign resources to.
4. Click the Assign Resources icon (two heads) in the toolbar.
5. In the Assign Resources window, click on the resource you want to assign and select Assign.
6. Click on the third task.
7. Select Insert > Resource Assignment to open the Resource Assignment window.
8. Follow the same steps as #5
This document provides instructions for using Microsoft Project to plan and schedule a project. It describes how to create a new project file, add tasks and milestones, define relationships between tasks, assign resources, track the critical path, and save the project file. A step-by-step example walks through setting up a sample project to develop a system testing plan.
The document provides an introduction and overview of Microsoft Project 2000 tutorial lessons on using the software to plan and manage projects. It discusses starting a new project file, entering tasks and assigning durations, linking tasks, and applying constraints. Resources, assignments, and costs are also introduced as topics to be covered in upcoming lessons. The goal is to explain how MS Project 2000 can help the user organize all aspects of a project from initial planning through tracking progress and costs.
The document discusses planning, scheduling, and tracking projects using Microsoft Project. It covers defining projects and tasks, entering task information like duration and relationships between tasks, and tracking a project's progress. The key aspects covered are breaking down projects into tasks, scheduling tasks by considering factors like resources and dependencies, linking tasks using relationships, and tracking a project over time using Project.
Making software projects is for people with proven abilities. Nevertheless, the most important part for the project manager is to know the business. The PM (Project Manager) must give him the time to explore the business, compare, and interview the people in order to become an expert as fast as he can. Interviews and maybe to work some days in the business before deciding to make a system will help the company a lot. An important part of the knowledge process is the mapping process. A good technical tool should be used. New ideas can arise from this mapping process. Sometimes, it will be useful to let the client know that an improvement of the processes is enough and no system will be needed. The PM must have the ability to detect the advantage of doing a system before involving resources and budget. Once the decision is made, it should go on describing objectively the actual state, the problems and the actions to solve these problems. Actions to take must be always attached to a problem. No involvement of resources and budget should be accepted if not aligned with the goals of the project. To try to convince stakeholders the benefits of these actions must be described. Additionally, a schedule with budget and resources needed should be presented.
The document below reflects a real example of how to do this. The project manager first must decide between many methodologies in the market. Then must set the scope of the project (very important!), hire the resources, adjust the time and control the project. Many methodologies are in the market. Some of them very bureaucratic and controlling others which go directly to the deliverables. RUP and Agile could be representative of these extremes. The methodology used in this example is RUP. The methodology is presented in the schedule but the methodology itself is not described here. The reader must know RUP in order to take advantage of the schedule content.
This document provides an overview of Microsoft Project 2010 and how to use it for project management. It discusses setting up calendars, building a project plan by entering tasks, assigning resources, linking tasks, and fine-tuning the plan. It also covers tracking project progress by setting a baseline, entering actuals, adjusting the plan, and different views. Key terms related to duration, work, resources, and task types are defined.
The document discusses project management and how to plan and schedule projects in Microsoft Project. It defines key project management terms like tasks, resources, relationships, and views. It outlines the steps to create a new project in Microsoft Project, including setting properties, timetables, and entering tasks and durations. It describes how to visualize projects using Gantt charts, assign relationships between tasks, and format outlines and summaries. Calendar settings allow customizing work schedules for individual tasks.
This document provides step-by-step guidance for using Microsoft Project to manage projects. It outlines the key steps as: 1) starting the project by creating a new file and defining project details; 2) planning tasks by entering, scheduling and linking tasks; 3) assigning resources to tasks; 4) setting a project baseline for comparison; 5) updating progress by tracking actual dates, durations and changes; and 6) forecasting information.
Here are the steps to assign resources in MS Project:
1. Open the task sheet view by clicking View > Gantt Chart.
2. In the Resource Names column (left of Predecessors), type in the name of the first resource you want to assign.
3. Click on the second task you want to assign resources to.
4. Click the Assign Resources icon (two heads) in the toolbar.
5. In the Assign Resources window, click on the resource you want to assign and select Assign.
6. Click on the third task.
7. Select Insert > Resource Assignment to open the Resource Assignment window.
8. Follow the same steps as #5
This document provides instructions for using Microsoft Project to plan and schedule a project. It describes how to create a new project file, add tasks and milestones, define relationships between tasks, assign resources, track the critical path, and save the project file. A step-by-step example walks through setting up a sample project to develop a system testing plan.
The document provides an introduction and overview of Microsoft Project 2000 tutorial lessons on using the software to plan and manage projects. It discusses starting a new project file, entering tasks and assigning durations, linking tasks, and applying constraints. Resources, assignments, and costs are also introduced as topics to be covered in upcoming lessons. The goal is to explain how MS Project 2000 can help the user organize all aspects of a project from initial planning through tracking progress and costs.
MS Project is a scheduling tool that becomes useful once projects have been planned out with defined deliverables, activities, and implementation strategy. It helps define and assign tasks and resources, and allows comparison of planned progress to actual progress through reports. While project management software can make work simpler, the key is to first understand core project management concepts before relying too heavily on tools alone.
The document provides step-by-step guidance for using Microsoft Project 2013 to plan and manage projects. It outlines 10 steps: 1) starting a project, 2) planning tasks, 3) assigning resources, 4) setting a project baseline, 5) updating progress, 6) viewing report information, 7) creating an S-curve, 8) exporting data to Excel, 9) closing a project, and 10) includes a table of contents. Each step provides detailed instructions on features in MS Project 2013 and how to utilize them for project management.
This document provides an introduction and overview of key concepts in Microsoft Project 2010, including:
- What MS Project is and its main goals of creating and managing project schedules.
- How to create a new project schedule by entering tasks, durations, resources, and linking tasks.
- How to evaluate a schedule by checking task relationships, identifying critical paths, examining slack times, and resolving issues like overallocated resources or high task costs.
This document provides an overview of project management functionality in Odoo. It describes how to create and manage projects, tasks, and issues. Key features covered include creating projects and tasks, scheduling work with Gantt and calendar views, tracking time spent on tasks, delegating tasks, generating tasks from sales, managing issues, and reporting on project and task metrics. The document demonstrates how Odoo allows for efficient, collaborative project management.
This document provides an overview of using Microsoft Project 2010 in 16 minutes by outlining 12 simple steps. It also provides 10 tips for resolving resource conflicts and 10 tips for optimizing and crashing a project schedule in Microsoft Project 2010. The document was created by David Geoffrey Litten to help users build confidence with MS Project 2010 and resolve common scheduling and resourcing problems. It encourages readers to follow along with the outlined steps while watching an accompanying video tutorial.
People are facing great deal of difficulties on Project Management such as steep learning curve and high costs hiring certified professionals. Visual Paradigm's unique lifecycle guide-through process provides all the help and guidance for jumpstarting IT project management with minimal costs. Learn More: https://www.visual-paradigm.com
Project control tools by Samuel obino mokayaDiscover JKUAT
This document discusses project management control tools, specifically focusing on time estimation, Gantt charts, and critical path analysis (CPA).
It explains that accurate time estimation is essential for project scheduling and avoiding underestimates. Gantt charts are useful for planning, scheduling, and monitoring complex projects by showing task dependencies and durations. CPA identifies the critical path of tasks where any delays could impact the entire project timeline. Both tools help optimize resource allocation and keep projects on track.
The document provides instructions for using key features in Microsoft Project 2010 for project management. It outlines steps for creating a new project file, setting the project start date and calendar, saving the project file, entering and outlining tasks, entering task durations and linking tasks to show relationships, defining resource pools and assigning resources to tasks, entering the amount of work resources spend on tasks, understanding different task types, and saving a baseline project plan.
This document provides guidance on using Microsoft Project 2010 to manage a project. It outlines 7 steps: 1) Start the project by creating a new project file. 2) Plan tasks by entering, scheduling, and outlining tasks. 3) Assign resources by adding resources and assigning them to tasks. 4) Set the baseline plan by saving the baseline. 5) Update progress by tracking actual dates, durations, hours, and costs. 6) View and report information using different views and reports. 7) Close the project by creating a final report and archiving the project plan. The document is targeted at beginners to project management who are experienced using MS Project 2010.
These slides attempt to explain a rather complicated part of MS Project: setting up calendars, understanding how 'schedule options' influence duration, how to set up non-working days other than weekends using the Exceptions tab, etc.
This document provides step-by-step instructions for creating a project plan in Microsoft Project 2013, including how to start a project, plan tasks, assign resources, set a baseline, update progress, view reports, create an S-curve chart, and export data to Excel. The intended audience is beginners to project management who are familiar with earlier versions of MS Project.
You can use customized field feature in Microsoft Project 2010 to create a dashboard and to quickly identify problem areas in the project. In this exercise, we will create the following four customized fields:
• Status_as_text: This will be a field with a drop down menu to select text: Red, Yellow, Green
• Status_as_Image: This will provide the user a drop down menu to select an image to display the status as an image.
• Status_as_Eval_text: This will be an automated field that evaluates %complete and displays the result as text.
• Status_as_Eval_Image: This will be an automated field to evaluate %complete and display the result as an image.
This document describes creating a project schedule in Microsoft Project. It includes instructions on starting a new project, entering tasks and durations, linking tasks, assigning resources, and formatting the Gantt chart. Guidelines are provided for tasks such as setting the project calendar, adding lag or lead time, and developing a work breakdown structure using summary tasks.
I HAVE ATTACHED A PPT CONSIST OF VARIOUS COMMANDS OF MICROSOFT PROJECT.
I HAVE INCLUDED INTRODUCTION TO MACROS, WHICH ARE BEING USED IN NORMAL CONSTRUCTION INDUSTRY.
I HOPE YOU LIKE IT. REVIEWS & SUGGESTIONS ARE MOST WELCOME.
The document discusses enhancing the usefulness of MS Project schedules by adding additional fields, customizing views and filters, and using status dates to track project progress and identify tasks that are behind or ahead of schedule. Custom fields are added to indicate work that should be underway or complete by specific dates. The schedule is baselined and status updates show rescheduled tasks and their impacts. Using MS Project effectively requires regular status meetings and revising the schedule as needed based on progress.
Product Management Training - MS Project Trainingguest2739cfb
Product Managers must wear many hats - Project Management is one important one. This overview helps Product Managers understand the expectations for planning, tracking, and managing a new Product Release project.
This document provides an overview of how to use Microsoft Project to plan and track a project. It discusses defining the project properties including the start date. It describes adding tasks, durations, predecessors and grouping tasks. It explains identifying and tracking the critical path. Finally, it covers managing resources by identifying available resources, assigning them to tasks, and tracking costs. The overall document serves as a tutorial for using Microsoft Project to manage all aspects of a project from initial planning through ongoing tracking.
This document provides instructions for creating S-Curve reports for Oracle Primavera P6 using Oracle Business Intelligence Publisher (BI Publisher). It discusses:
1. Using the BI Publisher Data Model Editor to extract data from P6's extended database tables and create a parameter for selecting projects.
2. Writing SQL queries to retrieve relevant data from tables like P6Project, P6ActivitySpread, and join/sum values like planned labor units by date.
3. Developing the report template in Microsoft Word Template Builder to display the extracted data in an S-Curve format.
This document provides an overview of reflections in Primavera. It defines reflections as copies of projects that allow changes to be tested before merging back to the source project. It describes how to create, modify, and merge reflections. Key points covered include using reflections for scenario testing and progress updates, modifying fields like dates and assignments in reflections, and previewing and selectively merging changes to the source project. It also addresses frequently asked questions about reflections.
Before beginning a project, an organization must determine its priority and identify an executive sponsor. A project manager is then assigned to create a project plan in Microsoft Project 2007. The planning stage involves defining tasks, milestones, resources, and schedules. During execution, the project manager tracks progress by updating task status and comparing to the baseline plan. Upon completion, a final report is generated and the project is archived or saved as a template for future use.
MS Project - Lesson #1A - Basics of Project Scheduling - Part 1O.docxrosemarybdodson23141
MS Project - Lesson #1A - Basics of Project Scheduling - Part 1
Objectives - MS Project 2010
· Understanding Project Scheduling
· Introduction to Microsoft Project
· Working with Project Tasks
· Basic views, time scales and reports
Whether you are a project manager or not, project management techniques are extremely helpful in meeting goals and objects. Project management techniques define a path to a specified goal and then supervise the implementation.
MS Project can help you establish your initial plan as well as monitor progress. MS Project can quickly produce reports and other information that will help keep management, customers, and your project team informed. To get the most from MS Project, not only do you need to understand project management terminology, you also need to be familiar with the software itself. Therefore, do not attempt to quickly finish the lab, but take your time and read all instructions carefully.
Understanding Project Scheduling
A typical project is composed of tasks and resources. After tasks are identified, you organize the tasks in a logical hierarchy, also called a Work Breakdown Structure (WBS). Eventually, this sequence will show the interdependencies of each task. Then each task is given a duration. In MS Project, this can be in weeks, days, hours or minutes. You can also specify a milestone, which will represent an event that marks the completion of a group of related tasks.
To accomplish any task, you need resources. Resources can include people, equipment, material or special facilities necessary to complete a task. Resource availability and scheduling are important constraints to completing a task.
Once you establish a plan, complete with tasks and resources, you will often need to refine the plan before saving it as a baseline. The baseline is your guideline to help manage the project.
MS Project Basics
When you first start MS Project, a blank project file is displayed in Gantt Chart View. (If you need to open an existing MS Project file, the file extension is .mpp.) Let's take a look at the main window:
Select All
Entry Table
Task ID
Gantt Chart
Divider
View Bar
The above image is the default screen for MS Project 2010. The right side of the screen consists of the area for the Gantt Chart. The left side of the screen is the Entry table where tasks, durations, and other task information is entered. The Entry Table and Gantt Chart are separated by a moveable Divider
Pay particular attention to this layout. The Entry table is where we enter our tasks and durations. The Gantt chart will eventually show our tasks and durations in a graphical bar chart. The other part of significance is the divider. This allows you to show more or less of the Entry table/Gantt chart.
In Project 2010 the menu bar is set up into Ribbons. To access the various ribbons, Tabs are selected across the top of the menu bar. Within the ribbon the various sections are divided into groups:
.
MS Project is a scheduling tool that becomes useful once projects have been planned out with defined deliverables, activities, and implementation strategy. It helps define and assign tasks and resources, and allows comparison of planned progress to actual progress through reports. While project management software can make work simpler, the key is to first understand core project management concepts before relying too heavily on tools alone.
The document provides step-by-step guidance for using Microsoft Project 2013 to plan and manage projects. It outlines 10 steps: 1) starting a project, 2) planning tasks, 3) assigning resources, 4) setting a project baseline, 5) updating progress, 6) viewing report information, 7) creating an S-curve, 8) exporting data to Excel, 9) closing a project, and 10) includes a table of contents. Each step provides detailed instructions on features in MS Project 2013 and how to utilize them for project management.
This document provides an introduction and overview of key concepts in Microsoft Project 2010, including:
- What MS Project is and its main goals of creating and managing project schedules.
- How to create a new project schedule by entering tasks, durations, resources, and linking tasks.
- How to evaluate a schedule by checking task relationships, identifying critical paths, examining slack times, and resolving issues like overallocated resources or high task costs.
This document provides an overview of project management functionality in Odoo. It describes how to create and manage projects, tasks, and issues. Key features covered include creating projects and tasks, scheduling work with Gantt and calendar views, tracking time spent on tasks, delegating tasks, generating tasks from sales, managing issues, and reporting on project and task metrics. The document demonstrates how Odoo allows for efficient, collaborative project management.
This document provides an overview of using Microsoft Project 2010 in 16 minutes by outlining 12 simple steps. It also provides 10 tips for resolving resource conflicts and 10 tips for optimizing and crashing a project schedule in Microsoft Project 2010. The document was created by David Geoffrey Litten to help users build confidence with MS Project 2010 and resolve common scheduling and resourcing problems. It encourages readers to follow along with the outlined steps while watching an accompanying video tutorial.
People are facing great deal of difficulties on Project Management such as steep learning curve and high costs hiring certified professionals. Visual Paradigm's unique lifecycle guide-through process provides all the help and guidance for jumpstarting IT project management with minimal costs. Learn More: https://www.visual-paradigm.com
Project control tools by Samuel obino mokayaDiscover JKUAT
This document discusses project management control tools, specifically focusing on time estimation, Gantt charts, and critical path analysis (CPA).
It explains that accurate time estimation is essential for project scheduling and avoiding underestimates. Gantt charts are useful for planning, scheduling, and monitoring complex projects by showing task dependencies and durations. CPA identifies the critical path of tasks where any delays could impact the entire project timeline. Both tools help optimize resource allocation and keep projects on track.
The document provides instructions for using key features in Microsoft Project 2010 for project management. It outlines steps for creating a new project file, setting the project start date and calendar, saving the project file, entering and outlining tasks, entering task durations and linking tasks to show relationships, defining resource pools and assigning resources to tasks, entering the amount of work resources spend on tasks, understanding different task types, and saving a baseline project plan.
This document provides guidance on using Microsoft Project 2010 to manage a project. It outlines 7 steps: 1) Start the project by creating a new project file. 2) Plan tasks by entering, scheduling, and outlining tasks. 3) Assign resources by adding resources and assigning them to tasks. 4) Set the baseline plan by saving the baseline. 5) Update progress by tracking actual dates, durations, hours, and costs. 6) View and report information using different views and reports. 7) Close the project by creating a final report and archiving the project plan. The document is targeted at beginners to project management who are experienced using MS Project 2010.
These slides attempt to explain a rather complicated part of MS Project: setting up calendars, understanding how 'schedule options' influence duration, how to set up non-working days other than weekends using the Exceptions tab, etc.
This document provides step-by-step instructions for creating a project plan in Microsoft Project 2013, including how to start a project, plan tasks, assign resources, set a baseline, update progress, view reports, create an S-curve chart, and export data to Excel. The intended audience is beginners to project management who are familiar with earlier versions of MS Project.
You can use customized field feature in Microsoft Project 2010 to create a dashboard and to quickly identify problem areas in the project. In this exercise, we will create the following four customized fields:
• Status_as_text: This will be a field with a drop down menu to select text: Red, Yellow, Green
• Status_as_Image: This will provide the user a drop down menu to select an image to display the status as an image.
• Status_as_Eval_text: This will be an automated field that evaluates %complete and displays the result as text.
• Status_as_Eval_Image: This will be an automated field to evaluate %complete and display the result as an image.
This document describes creating a project schedule in Microsoft Project. It includes instructions on starting a new project, entering tasks and durations, linking tasks, assigning resources, and formatting the Gantt chart. Guidelines are provided for tasks such as setting the project calendar, adding lag or lead time, and developing a work breakdown structure using summary tasks.
I HAVE ATTACHED A PPT CONSIST OF VARIOUS COMMANDS OF MICROSOFT PROJECT.
I HAVE INCLUDED INTRODUCTION TO MACROS, WHICH ARE BEING USED IN NORMAL CONSTRUCTION INDUSTRY.
I HOPE YOU LIKE IT. REVIEWS & SUGGESTIONS ARE MOST WELCOME.
The document discusses enhancing the usefulness of MS Project schedules by adding additional fields, customizing views and filters, and using status dates to track project progress and identify tasks that are behind or ahead of schedule. Custom fields are added to indicate work that should be underway or complete by specific dates. The schedule is baselined and status updates show rescheduled tasks and their impacts. Using MS Project effectively requires regular status meetings and revising the schedule as needed based on progress.
Product Management Training - MS Project Trainingguest2739cfb
Product Managers must wear many hats - Project Management is one important one. This overview helps Product Managers understand the expectations for planning, tracking, and managing a new Product Release project.
This document provides an overview of how to use Microsoft Project to plan and track a project. It discusses defining the project properties including the start date. It describes adding tasks, durations, predecessors and grouping tasks. It explains identifying and tracking the critical path. Finally, it covers managing resources by identifying available resources, assigning them to tasks, and tracking costs. The overall document serves as a tutorial for using Microsoft Project to manage all aspects of a project from initial planning through ongoing tracking.
This document provides instructions for creating S-Curve reports for Oracle Primavera P6 using Oracle Business Intelligence Publisher (BI Publisher). It discusses:
1. Using the BI Publisher Data Model Editor to extract data from P6's extended database tables and create a parameter for selecting projects.
2. Writing SQL queries to retrieve relevant data from tables like P6Project, P6ActivitySpread, and join/sum values like planned labor units by date.
3. Developing the report template in Microsoft Word Template Builder to display the extracted data in an S-Curve format.
This document provides an overview of reflections in Primavera. It defines reflections as copies of projects that allow changes to be tested before merging back to the source project. It describes how to create, modify, and merge reflections. Key points covered include using reflections for scenario testing and progress updates, modifying fields like dates and assignments in reflections, and previewing and selectively merging changes to the source project. It also addresses frequently asked questions about reflections.
Before beginning a project, an organization must determine its priority and identify an executive sponsor. A project manager is then assigned to create a project plan in Microsoft Project 2007. The planning stage involves defining tasks, milestones, resources, and schedules. During execution, the project manager tracks progress by updating task status and comparing to the baseline plan. Upon completion, a final report is generated and the project is archived or saved as a template for future use.
MS Project - Lesson #1A - Basics of Project Scheduling - Part 1O.docxrosemarybdodson23141
MS Project - Lesson #1A - Basics of Project Scheduling - Part 1
Objectives - MS Project 2010
· Understanding Project Scheduling
· Introduction to Microsoft Project
· Working with Project Tasks
· Basic views, time scales and reports
Whether you are a project manager or not, project management techniques are extremely helpful in meeting goals and objects. Project management techniques define a path to a specified goal and then supervise the implementation.
MS Project can help you establish your initial plan as well as monitor progress. MS Project can quickly produce reports and other information that will help keep management, customers, and your project team informed. To get the most from MS Project, not only do you need to understand project management terminology, you also need to be familiar with the software itself. Therefore, do not attempt to quickly finish the lab, but take your time and read all instructions carefully.
Understanding Project Scheduling
A typical project is composed of tasks and resources. After tasks are identified, you organize the tasks in a logical hierarchy, also called a Work Breakdown Structure (WBS). Eventually, this sequence will show the interdependencies of each task. Then each task is given a duration. In MS Project, this can be in weeks, days, hours or minutes. You can also specify a milestone, which will represent an event that marks the completion of a group of related tasks.
To accomplish any task, you need resources. Resources can include people, equipment, material or special facilities necessary to complete a task. Resource availability and scheduling are important constraints to completing a task.
Once you establish a plan, complete with tasks and resources, you will often need to refine the plan before saving it as a baseline. The baseline is your guideline to help manage the project.
MS Project Basics
When you first start MS Project, a blank project file is displayed in Gantt Chart View. (If you need to open an existing MS Project file, the file extension is .mpp.) Let's take a look at the main window:
Select All
Entry Table
Task ID
Gantt Chart
Divider
View Bar
The above image is the default screen for MS Project 2010. The right side of the screen consists of the area for the Gantt Chart. The left side of the screen is the Entry table where tasks, durations, and other task information is entered. The Entry Table and Gantt Chart are separated by a moveable Divider
Pay particular attention to this layout. The Entry table is where we enter our tasks and durations. The Gantt chart will eventually show our tasks and durations in a graphical bar chart. The other part of significance is the divider. This allows you to show more or less of the Entry table/Gantt chart.
In Project 2010 the menu bar is set up into Ribbons. To access the various ribbons, Tabs are selected across the top of the menu bar. Within the ribbon the various sections are divided into groups:
.
The document describes Napoleon Chagnon's 15-month experience living with and conducting fieldwork among the Yanomamo tribe in Venezuela. He struggled at first to adapt to their lifestyle and gain the tribe's trust in order to collect genealogical data and cultural information. Over time, Chagnon was able to build relationships and better understand the Yanomamo culture, in which violence, marriage, and sex were major driving forces. His research methods, such as exchanging goods for sensitive lineage details, could potentially raise ethical issues that anthropological associations may critique. Overall, the passage illustrates both the difficulties and valuable insights of immersive long-term anthrop
The document discusses Microsoft Project 2003 and how it can be used to manage projects. It provides an overview of the different versions of Project 2003 and describes how to start a new project plan in Project 2003. It also explains how to create tasks, durations, milestones, dependencies between tasks, and a Gantt chart in a project plan.
How to change working days and time in MS Project?SHAZEBALIKHAN1
The article gives a detailed solution to set up the project calendar. Go through the article and you will be confident to set a date and time in MS Project. You will also get to know about the task usage and eight methods that are used in MS Project.
Project NameCommunication PlanOverviewEffective and .docxwkyra78
This document provides instructions for tracking project progress in Microsoft Project. It describes entering actual start and finish dates, percentages complete, durations, work, and costs to update the project schedule based on work completed. It also explains how to view variances between the baseline schedule and actual progress to determine if the project is on budget and on schedule. Key metrics like earned value are also covered to help analyze project performance.
This document provides an overview of getting started with Microsoft Project. It discusses understanding the different Project products, creating a new project plan, setting the project start date and calendar, and entering basic project properties. Key points covered include the different views and reports in Project, how the scheduling engine allows working with time, and using templates and calendars to set up a new project plan.
This document provides an overview of project management and how Microsoft Project can be used to plan, track, and manage projects. It discusses the key phases of a project including building the plan, tracking progress, and closing the project. It also covers the essential components of a project plan including tasks, durations, dependencies, resources, and costs. Microsoft Project helps by storing this information and automatically calculating schedules and costs. The document outlines how to set up a new project plan in Microsoft Project, enter tasks and resources, and view and communicate project information.
Microsoft Project is a project management software that helps project managers develop plans, assign resources to tasks, track progress, manage budgets and analyze workloads using features like Gantt charts, critical path schedules, and task management. It was initially created as an internal tool at Microsoft and first released commercially in 1984 for DOS, with subsequent versions released for Windows and Macintosh as well as updates over the years. Other project management software include Gantt Project, Genius Inside, LiquidPlanner, and Primavera among others.
Microsoft Project is a project management software that helps project managers develop plans, assign resources to tasks, track progress, manage budgets and analyze workloads using features like Gantt charts, critical path schedules, and task management. It was initially created as an internal tool at Microsoft and first released commercially in 1984 for DOS, with subsequent versions released for Windows and Macintosh as well as updates over the years. Other project management software include Gantt Project, Genius Inside, LiquidPlanner, and Primavera among others.
Microsoft Project is a project management software that allows users to define tasks, assign resources and track schedule and budget. It was first released in 1984 and helps project managers plan by creating Gantt charts and calculating critical paths. Key features include task scheduling, resource allocation, budget tracking and progress monitoring. The software allows defining projects, building plans, assigning resources, tracking progress against baselines and closing completed projects.
Microsoft Project is a project management software that allows users to plan projects by defining tasks, assigning resources and timelines, tracking progress, and analyzing workloads and budgets. It was initially created internally at Microsoft in 1984 to help manage their large number of software projects. Key features include creating Gantt charts, critical path schedules, assigning resources to tasks, and monitoring project progress against the original plan. Crashing allows expediting schedules by compressing durations but at increased costs, with the goal of minimizing time while controlling additional expenses.
CSCI 714 Software Project Planning and EstimationLec.docxmydrynan
This document provides an overview of work breakdown structures (WBS) and their role in project planning and management. It discusses approaches to developing WBS, basic principles for creating effective WBS, and the purpose of WBS for cost estimating, budgeting, resource planning, and other project functions. Specific topics covered include defining the scope of work, developing a hierarchy of deliverables and tasks, and using a WBS to improve scheduling, tracking, and managing changes to a project.
Microsoft Project is a project management software that allows users to define tasks, assign resources and track schedule and budget. It was first released in 1984 and helps project managers plan by creating Gantt charts and calculating critical paths. Key features include task scheduling, resource allocation, budget tracking and progress monitoring. The software allows defining projects, building plans, assigning resources, tracking progress against baselines and closing completed projects.
Application Of Microsoft Project To Manage Successful ProjectJennifer Daniel
The document provides an introduction to a Microsoft Project tutorial. It discusses that a successful project management depends on factors such as organizational policies, project management systems, and people involved. It emphasizes the importance of understanding project management principles from sources like PMBOK to successfully implement projects based on scope, time, cost and quality. The tutorial has been delivered to over 100 participants for various project types, with high satisfaction in managing projects that meet constraints. It will cover topics like work breakdown structure, scheduling, resources, costs, calendars, optimization, monitoring, reporting and printing reports.
The chapter discusses project planning, scheduling, and estimation techniques. It covers creating a project plan with tasks, durations, dependencies and resources. Scheduling involves representing the plan with bar charts and staff allocation charts. Estimation is challenging due to uncertainties but becomes more accurate over time. Planning in XP uses story-based planning with iterative selection of stories and releases.
This document provides guidelines and deliverables for a MGMT404 Project Management course project. Students will plan and schedule a project in Microsoft Project. Deliverables are due each week and include project documents like a scope statement, work breakdown structure, resource plan, and risk assessment. Students must submit the Microsoft Project file, review questions, and printouts of project reports and tables in a zip file by each weekly deadline. The goal is for students to gain experience planning and managing a project.
This document provides guidelines and deliverables for a course project in MGMT404 Project Management. The objective is for students to practice project planning skills. Students will select a project to plan throughout the course. Milestones include submitting a project selection, scope statement, work breakdown structure, risk management plan, resource management plan, communication plan, and final project package. Deliverables are due each week and will be graded based on rubrics. The project aims to give students experience planning a project from start to finish.
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Chapter 6
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BhadaniS Microsoft Project Manual Training
1. MS Project – User Manual
(Compiled by Christian Maurer)
Table of Contents
1 Introduction.................................................................................................................2
What can MS Project do for you?..............................................................................2
2 Working with MS Project...........................................................................................3
1.1Starting MS Project...............................................................................................3
1.2The MS Project 2003 workspace:.........................................................................3
3 Creating a new Project................................................................................................4
1.3Setting the project start date and adjusting the project calendar:..........................5
1.4Adjusting the Time Scale Format..........................................................................6
1.5Enter Task Names and Task Roll Ups...................................................................7
1.6Organising Tasks into Phases:...............................................................................9
1.6.1Estimating Durations:.....................................................................................9
1.6.2Linking Tasks...............................................................................................10
1.6.3Displaying the project summary task...........................................................11
1.6.4Show Outline Number: (WBS Code)...........................................................12
4 Adjusting Task Relationships:..................................................................................13
1.7Task Constraints:.................................................................................................15
1.7.1Flexible task constraints:..............................................................................16
1.7.2Semi-flexible constraints:.............................................................................17
1.7.3Inflexible time constraints:...........................................................................17
1.8Task Types:.........................................................................................................18
1.8.1Fixed Duration..............................................................................................18
1.8.2Fixed Work...................................................................................................18
1.8.3Fixed Units...................................................................................................19
5 Project Resources......................................................................................................19
1.9Entering resources into the Resource Sheet:.......................................................20
1.9.1Setting Up Equipment Resources.................................................................20
1.9.2Setting up Material Resources......................................................................20
1.9.3Entering Resource Pay Rates........................................................................20
1.9.4Documenting Resources:..............................................................................21
1.10Adjust the Working Time for the Resources:....................................................21
6 Formatting and Printing the Project Plan..................................................................22
1.11Creating a copy of the Gantt Chart....................................................................22
7 Saving a Project Baseline..........................................................................................23
8 Assigning Resources to Tasks:..................................................................................25
1.12The Scheduling Formula: Duration, Units, and Work:.....................................27
1.13Effort-driven scheduling method:.....................................................................27
9 Tracking the project’s progress.................................................................................28
1.14Levels of tracking:.............................................................................................29
1.14.1Track a project as scheduled.......................................................................29
1.14.2Entering a Tasks’s Completion Percentage................................................30
1.14.3Tracking Actual Work for Tasks and Assignments...................................30
Mag. Christian Maurer 1 07/12/2017
2. 1 Introduction
MS Project has been especially developed for project management and is a useful
software application for planning, tracking and controlling a project.
What can MS Project do for you?
• MS Project is only a tool which supports project managers. It does not
execute project management for you.
• MS Project can do calculations in terms of durations or costs accurately.
• MS Project allows ‘what if scenarios?’, to make changes to the project and
see the effects to those changes before finalising your plan and committing it
to work.
• Once your plan is in action, MS Project can track all the information you
collect about the work, duration, costs and resource requirements for your
project so that you can make adjustments in order to keep on target.
• MS Project helps you to create and print various predefined reports and views
quickly.
Hovever, which ever project management software package you have in use, the
machine cannot do four things:
• It cannot create the tasks for you
• It cannot create the logical relationships between the tasks
• It does not know the duration of tasks
• It cannot possibly know what resources you have to apply to the tasks
Thus the drawing up of a detailed work plan showing the logic of sequences is an
essential part of the planning process.
NOTE: MS Project also has a very useful Help facility with its own set of
online tutorials that you can do at any time.
Mag. Christian Maurer 2 07/12/2017
3. 2 Working with MS Project
1.1 Starting MS Project
Programs > MSOffice > MS Project
A screen similar to the one below should appear:
1.2 The MS Project 2003 workspace:
Mag. Christian Maurer 3 07/12/2017
4. Working Area of the Screen
The main working area of the screen is split in two main parts: the Entry table on the
left and the Gantt chart [named after the U.S. engineer H. L. Gantt] on the right,
separated by a divider bar.
Entry Table
The entry table will contain a listing of every task required by the project and will
show calculated details for each task.
Gantt Chart
The Gantt chart will show bars drawn to represent the duration of each task against a
calendar timescale.
The name of the active view appears on the left edge of the view
3 Creating a new Project
Mag. Christian Maurer 4 07/12/2017
Menu Bar
5. Before you can put any information into the computer you have to plan the project in
some detail:
• Produce a work breakdown structure with a task list
• Produce a time schedule (sequencing and linking of tasks)
• Produce a resource plan (people, material, budget required)
• Assign resources to tasks
Tasks are the basic work units of a project and describe project work in terms
of sequence, duration, and resource requirements.
1.3 Setting the project start date and adjusting the project
calendar:
Projects can be scheduled from the start date or backwards from the end date.
Set the start/end date as well as the schedule form in the Project Information Pane;
to access this dialog box click on ‘Project’ in the main menu bar and select ‘Project
Information …’
For changing the working times of the Standard Calender (Mo – Fri, 8-12 and 13-17)
click on ‘Tools’ in the main menu bar and select ‘Change Working Times …’
Mag. Christian Maurer 5 07/12/2017
6. 1.4 Adjusting the Time Scale Format
In order to change the format of the time scale for the Gantt-Chart select ‘Format’ in
the main menu bar and click on ‘Timescale …’
Mag. Christian Maurer 6 07/12/2017
7. 1.5 Enter Task Names and Task Roll Ups
1) If the task table is not already displayed then click ‘Tasks’ on the toolbar
2) Click the cell directly below the Task Name column heading
3) Type in the task name and press ENTER
Your screen should now look similar to the one below.
Mag. Christian Maurer 7 07/12/2017
8. Each task gets an ID number. Each task has a unique ID number, but it does not
necessarily represent the order in which the tasks occur.
You will notice that the duration defaults to 1 day with a question mark – this
indicates that this is an estimated duration you can change later.
A corresponding task bar of one day’s length appears in the Gantt chart. By
default the task start date is the same as the project start date.
Mag. Christian Maurer 8 07/12/2017
9. 1.6 Organising Tasks into Phases:
A summary task, or a roll up, consists of a number of sub-tasks. In the Gantt Chart
a summary task is indicated by the summary task bar and the summary task name
appears in bold letters.
To allocate an individual task to a summary task you have to indent the task. You can
indent or outdent a task by selecting the task and clicking on the indent or outdent
icon in the tool bar.
1.6.1 Estimating Durations:
The question mark in the duration field indicates that the duration is an estimate. The
duration of a task is the amount of time you expect it will take to complete the task.
The durations can range from minutes to months. But most commonly used are
hours, days, and weeks.
Project task durations differ from calendar durations. For instance if you schedule an
8 hours working day and you have a task that takes 16 hours, you could enter its
duration as 2 days to schedule the work. However, if you schedule the start of the
task for Friday 8 am it would not be completed before Monday 5 pm, because
Saturday and Sunday (by default) are scheduled as nonworking time. But of course it
is possible to set the weekend as working time.
Milestones: If you enter 0 for the duration of a task the blue bar becomes a
black diamond with a date – this is called a Milestone and denotes an
important decision or action point in a project.
After you have entered task durations your project plan should now look similar to the
one below:
Mag. Christian Maurer 9 07/12/2017
10. 1.6.2 Linking Tasks
A powerful way of sequencing tasks is to define the predecessor task(s) for each
task.
You can select the preceding tasks in the task information pane. In order to display
the task information pane for a specific task, select the task, and either double-click
on it or click on the right mouse button and select Task information …
Mag. Christian Maurer 10 07/12/2017
11. You will need to go to View > Zoom > Entire Project periodically to keep your project
plan in view.
1.6.3 Displaying the project summary task
1) MS Project automatically generates the project summary task but doesn’t
display it by default.
2) Click on Tools in the main menu bar and select Options
3) Select the View pane
4) Under ‘Outline options for …’ select the Show project summary task
check box, and then click OK
5) MS Project displays the project summary task at the top of the Gantt chart
view.
Mag. Christian Maurer 11 07/12/2017
12. 1.6.4 Show Outline Number: (WBS Code)
Tools > Options > View > Show outline number
Mag. Christian Maurer 12 07/12/2017
13. 4 Adjusting Task Relationships:
There are 4 types of task dependencies:
Finish to start: finish date of predecessor determines the start date of the successor
Example: the walls of a house must be erected before you can put on the roof.
Start to start: start date of predecessor determines the start date of the successor.
Example: library research and web research are closely related and can occur
simultaneously.
Finish to finish: finish date of the predecessor determines the finish date of the
successor
Example: cooking a turkey and potatoes for a dinner. Both dishes need to be ready
at the same time, independently from their individual cooking times.
Mag. Christian Maurer 13 07/12/2017
14. Start to finish: start date of the predecessor determines the finish date of the
successor task. This relationship is very rarely used.
Example: You need a lot of printing paper in your project but don't have room on
your office for a great number of paper boxes, so you only order new printing paper
when your supply is running low. The depletion of paper by current activities triggers
an order for more paper.
Task relationships reflect the sequence in which work should be done.
By default MS Project uses Start to finish relationships.
In order to change the task relationship type double click on the task and
select the Predecessor window in the task information pane:
You can also schedule:
An overlap (called lead time) OR
A delay (called lag time)
Mag. Christian Maurer 14 07/12/2017
15. between the finish and start dates of predecessor and successor tasks.
If 2 tasks have a FS-relationship:
Lead time causes the successor task to begin before its predecessor task
concludes
Lag time causes the successor task to begin some time after its predecessor
task concludes.
1.7 Task Constraints:
There are 3 categories of constraints:
• Flexible constraints
• Semi-flexible constraints
• Inflexible constraints
Setting task constraints:
1) Double-click on a task in order to open the ‘Task Information’ window
2) Select ‘Advanced’
3) You can set a Deadline for this task OR
4) You can choose from a list of constraint types and specify a constraint date.
Mag. Christian Maurer 15 07/12/2017
16. 1.7.1 Flexible task constraints:
Flexible constraints allow tasks to be scheduled without any limitations other than
their predecessor and successor relationships.
No fixed start or end dates are imposed by the constraint types.
Use these constraint types whenever possible!
ASAP (as soon as possible):
This is the default setting in project when scheduling the project from the start date. If
you do not change this constraint, all tasks will occur as soon as they can occur.
ALAP (as late as possible):
Project will schedule all tasks as late as they can occur. This is the default setting in
project when scheduling the project from the end date.
Mag. Christian Maurer 16 07/12/2017
17. 1.7.2 Semi-flexible constraints:
Limit the rescheduling of a task within the date constraints you specify.
SNET (start no earlier than):
Use this constraint to ensure that a task will not start before a specific date.
SNLT (start no later than):
Use this constraint to ensure that a task will not start after a specific date.
FNET (finish not earlier than):
Use this constraint to ensure that a task will not finish before a specific date.
FNLT (finish not later than):
Use this constraint to ensure that a task will not finish after a specific date.
1.7.3 Inflexible time constraints:
Completely prevent the rescheduling of a task. Use these constraint types only when
absolutely necessary!
MSO (must start on):
Use this constraint to ensure that a task will start on an exact date.
MFO (must finish on):
Use this constraint to ensure that a task will finish on an exact date.
Use inflexible constraints only if the start or the finish date of a task is fixed by
factors beyond your control.
“Work”, and “Duration” are both measured by time, but “Duration” is different from
“Work”. For this reason, we use a different unit of time for duration.
Mag. Christian Maurer 17 07/12/2017
18. Measure work in hours. It is multiplied by the hourly pay rate to calculate
labour costs.
Measure duration in days, or weeks, whatever suits the length of your
project.
As an example of why Work and Duration are different, consider these examples:
• Quotes are required from suppliers, and although we can send a covering
letter with only 3 hours work, allowing the suppliers a 2 week response
time might make the total duration 3 weeks.
1.8 Task Types:
There are 3 different task types:
• Fixed Duration
• Fixed Work
• Fixed Units
1.8.1 Fixed Duration
A task takes so long, no, matter how many resources are thrown at it. Paint drying,
concrete setting, machine cycle times, are all examples.
1.8.2 Fixed Work
The amount of work is fixed, but the work will (nearly) half if we double the resources.
Getting 2 gardeners to tidy a garden, or 2 painters to emulsion paint a room are good
examples.
After a certain point though, the resources start to argue, discuss, and run out of
tools or other resources/materials. Normally there is a limited benefit from adding
resources to a task.
Mag. Christian Maurer 18 07/12/2017
19. 1.8.3 Fixed Units
A set number of resources are required to do the task, e.g. student and supervisor in
order to discuss the topic of the diploma thesis.
5 Project Resources
In a project we need resources – people, equipment, material – to complete the
tasks.
With MS Project we can control basically 2 aspects of resources:
• Availability
• Costs
Availability determines when specific resources can work on tasks and how much
work they can.
Costs refer to how much money will be required to pay for those resources.
There are 2 types of resources in MS Project:
• Work resources (people and equipment that do the work)
• Material resources
Examples:
• Individuals identified by name: Claudia Lembach
• Individuals identified by job title / function: supervisor, interviewer
• Groups of people with common skills: electricians, interviewers
• Equipment: Camcorder, batteries
Equipment resources don’t need to be portable: a fixed location (e.g. for a photo
shooting, video editing lab, printing house) can also be considered as equipment.
Mag. Christian Maurer 19 07/12/2017
20. 1.9 Entering resources into the Resource Sheet:
1) Click on ‘View’ in the main menu bar and select ‘Resource Sheet’
2) Click in the first cell underneath ‘Resource Name’ and type in the resource
name and press ENTER
3) In the Type field, select either Work or Material.
4) The Max. Units cell represents the maximum capacity of a resource to
accomplish a task. Maximum capacity of 100% this means that 100% of this
person’s time is available to work on a given tasks.
1.9.1 Setting Up Equipment Resources
You can set up people and equipment resources likewise.
1.9.2 Setting up Material Resources
Material resources are consumables that you use up as the project proceeds. For
instance material resources might include batteries, nails, concrete etc.
1.9.3 Entering Resource Pay Rates
Tracking and managing cost information allows you to answer questions as:
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21. • What is the expected total cost of the project, based on our task duration and
resource estimates?
• Are we using expensive resources to do work that less expensive resources
could do instead?
• How much money will a specific type of resource or task cost during the
whole project life cycle?
• Are we spending money at a rate that we can sustain for the planned duration
of the project?
In Resource Sheet, click the ‘Standard Rate’ field to enter pay rates for resources.
1.9.4 Documenting Resources:
1. Double-click on a resource and you will get a screen similar to the one
below:
2. Please select the Generals Screen. You can put Email-Address, Specify
type of work
3. Please select the Cost Screen. You can see the cost details we specified
for our resource.
1.10Adjust the Working Time for the Resources:
A resource calendar controls the working and nonworking times of a resource. By
default MS Project uses the Standard base calendar (Monday to Friday, 8 am to 5
pm)
If all the working times of your resource plan are the same as the Standard base
calendar, you do not need to edit any resource calendars.
However, it is very likely that your resources will need exceptions to the working
time in the Standard Calendar, such as:
• A flexible work time schedule
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22. • Vacation time
• Other times when a resource is not available to work on the project, such as
time spent on training or attending a conference
This means, when you change the working time in the Standard Calendar, the
changes apply to the timeframe of the whole project.
Therefore, it is better to apply specific changes to the individual resources rather than
to the Standard Calendar.
For changing the individual working times click on ‘Working Times’ in the
Resource Information pane.
6 Formatting and Printing the Project Plan
Views and reports are the most common ways to see or print a project plan’s data.
The default formatting of the Gantt Chart View works well for onscreen viewing, and
printing. However, it is possible to change the formatting of just about any element on
the Gantt-Chart.
3 ways of formatting a Gantt-Chart:
• Format whole categories of Gantt bars in the Bar Styles dialog box, which
you can open by clicking in the Bar Styles command on the Format menu.
• Format whole categories of Gantt bars using the Gantt Chart Wizard, which
you can start by clicking the Gant Chart Wizard command on the Format
menu
• Format individual Gantt bars directly by double-clicking on the Gantt bar to
get its formatting options.
1.11Creating a copy of the Gantt Chart
6) Create a copy of the Gantt Chart view so that the formatting changes you
make won’t affect the original Gantt Chart view.
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23. 7) On the VIEW menu, click More Views
8) Click the Copy button
9) In the Name Field type ‘Copy of Gantt Chart’ and then click OK
10) In the More Views dialog box, click Apply. Now you have an exact copy of
the original Gantt Chart view. Notice that the view title on the left edge of the
view will be modified, too.
Using the Gantt Chart Wizard to format the Gantt bars and milestones in the chart.
1) On the FORMAT menu, click on Gantt Chart Wizard
2) Click Next, click the Other button, and in the drop-down list select for
example Style 4
3) Click next and select ‘Resources and Dates’, click Next
4) Select ‘Links’ between tasks, click Next, and then ‘Format it’ and Exit Wizard
5) Select on the File menu, Print Preview and you can see how your project
plan will look like if you print it out.
6) You can likewise format text, Gantt bars, add Resource Initials instead of
complete names etc.
7) Use Page Setup, on File menu in order to add additional information, e.g.
page numbers, header or footer information etc.
7 Saving a Project Baseline
A baseline is a collection of important information in your project plan, such as the
planned start dates, finish dates, and the costs of the tasks, resources, and
assignments. When you save a baseline, MS Project takes a snapshot of the existing
values and saves it in your project plan for future comparison.
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24. Saving the project plan as a baseline
1) Make sure you have your project plan saved
2) On the main menu bar click on TOOLS > Tracking > Save Baseline …
3) Save as baseline
4) Project saves the baseline, even though there’s no indication in the Gantt
Chart view that anything has changed.
To view the changes caused by saving the baseline:
1) Click on VIEW in the main menu bar, and then select MORE VIEWS
2) Click TASK SHEET, and then APPLY
3) On the main menu bar click on VIEW again and point to TABLE: SUMMARY,
and click Variance
4) The Variance table includes both the scheduled and the baseline start and
finish columns, shown side by side for easy comparison
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25. 8 Assigning Resources to Tasks:
Assignment = task + resource
Switch to the Gantt chart view in order to assign resources to tasks.
4 ways of assigning resources to a task
1. Double-click on a task and assign the resources in the resource pane
2. Gantt view, select the task and click on the ‘Assign Resources’ icon in the
tool bar
3. Click on ‘Tools’ in the main menu bar and select ‘Assign Resources’
4. Gantt view, split window and assign resources in the task form.
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26. The assign resources dialog box appears. In it you can see the resources your can
assign or you’ve already entered.
Assigning resources in the split window view:
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27. Recommended:
Use split window view in order to assign resources. MS Project can get very
confusing when starting assigning resources to tasks due to task types
settings and the so-called effort driven scheduling.
1.12The Scheduling Formula: Duration, Units, and Work:
MS Project calculates work using the so-called scheduling formula:
Duration x Units = Work
In general, the amount of work will match the duration unless you assign more than
one resource to a task or the one resource you assign is not working full-time.
Example:
Task 4 (Refine Plan) in our ‘Writing a Diploma Thesis’ project has a duration of 3
days. When you assigned a resource with max. units of 100% to task 4 the
scheduling formula looks like this:
24 hours task duration x 100% assignment untis = 24 hours work
If the resource can only work e.g. 70% the work would be 16,8 hours.
On the other hand, if we assign to resources of 100% max. units to this task the
works would increase to 48 hour – the 48 hours is the sum of either resource 24
hours of work. In other words, both resources will work on the task in parallel.
1.13Effort-driven scheduling method:
By default, MS Project uses a scheduling method called effort-driven scheduling.
This means that the task’s initial work value remains constant, regardless of the
number of additional resources you assign. The most visible effect of effort-driven
scheduling is that as you assign additional resources to a task, that task’s duration
decreases or increases.
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28. Project applies effort-driven scheduling only when you assign resources to tasks
or remove resources from tasks!
The task type determines which of the the three scheduling formula values remains
fixed if the other two values change.
Fixed Units (default task type):
When you change a task’s duration, Project recalculates work. Likewise, if you
change a task’s work, Project recalculates duration.
Fixed Duration:
You can change a task’s units or work value, and Project will recalculate the other
value.
Fixed Work:
You can change the units or duration value, and Project will recalculate the other
value.
Note that specifying a task as fixed does not mean its duration, units or work are
unchangeable. You can change any value for any task type.
9 Tracking the project’s progress
Tracking means recording project details such as who did what work, when the work
was done, and at what cost. These details are often called ‘actuals’.
Tracking actuals is essential to properly managing a project, as opposed to just
planning, a project.
Nevertheless, unless a task has been completed to 100% tracking work in progress
is in many cases a ‘best guess’ effort and inherently risky!
Tracking project performance helps you to answer questions such as:
• Are task starting and finishing as planned, and, if not, what will be the impact
on the project’s finishing date?
• Are resources spending more or less time than planned to complete tasks?
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29. • Are higher-than-anticipated task cost driving up the overall cost of the
project?
MS Project supports several ways to track progress. The tracking method you
choose should depend on the level of detail or control required by you, your sponsor,
and other stakeholders. Tracking the fine details of the project requires more work
from you and possibly from the resources working on the project.
1.14Levels of tracking:
• Record project work as scheduled. Works best if everything in the projects
occurs exactly as planned.
• Record each task’s percentage of completion, either a precise values or at
increments such as 25, 50, 70, 75, or 100
• Record the actual start, actual finish, actual work, and actual and remaining
duration for each task or assignment.
• Track assignment-level work by time period. This is the most detailed level of
tracking. Here you record actual work values per day, week or another
interval.
It is likely, that you might need to apply a combination of these approaches within a
single project.
1.14.1 Track a project as scheduled
The simplest approach to tracking a progress on you project is to report that the
actual work is proceeding exactly a planned.
E.g. if a certain period of time has elapsed and all of tasks have started and finished
as scheduled, you can quickly record this in the Update Project dialog box
o Switch to Gantt Chart View
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30. o On the Tools Menu, select Tracking and then Update Project
o The Update Project dialog box appears
o Select Update work as complete through and in the date list
select the date until the tasks are completed.
MS Project records the completion percentage for the tasks. It also displays
that progress by drawing progress bars in the Gantt bars for those tasks.
Furthermore, check marks appear in the indicator column for tasks that have
been completed.
1.14.2 Entering a Tasks’s Completion Percentage
You can record each task’s percentage of completion, either at precise values or at
increments such as 25, 50, 70, 75, or 100
1. Select the task you want to track
2. In the Main Menu bar click on Tracking and then Update Tasks
3. Enter the percentage of completion for the selected task
4. You can also enter the actual duration of a task as well as the actual
start and finish dates. If you change the duration or the start and
finish dates project will recalculate the start and finish times of the
related tasks accordingly.
1.14.3 Tracking Actual Work for Tasks and Assignments
The most detailed way of recording actuals is to record the actual work
accomplished by the assigned resources.
1) Switch to the Task Usage View
2) Select the task you want to update in the data spreadsheet and the click
on Go to selected task in the tool bar
3) On the View menu, point to Table: Usage, and then click Work
4) On the Format menu, point to Details, and the click Actual Work
For each task and assignment, Project displays the Work and the
Actual Work rows
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31. 5) You can enter the actual work value for the resources in the respective
cells.
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