Slides on MS Project covering the following
Project Scheduling
• Overview and Context
• Opening Microsoft Project and Customizing the User Interface
• Starting a New Project
• Working with Durations and the Time Scale
• Outlining a Project
• Linking Tasks
• Adding Lags to Links
• Working with Date Constraints
• Creating and managing Milestones
• Working with Project Tasks
• The Critical Path
• Filters
• Sorting and Grouping
• Customizing Fields
• Other View and Display Options
• Creating Reports
• Adding Graphics and Multimedia Objects to the Gantt Area
• Formatting for Printing
• Exporting Project Images and Data to Other Applications
• The Organizer
Resource Management
• The Resource Sheet
• Assigning Single Resources to Tasks
• Assigning Multiple Resources to Tasks
• Special Tools for Resource Assignment and Cost Estimating
• Managing Resource Workloads
• Resource Leveling
• Working with Calendars
Tracking Progress
• The Baseline
• Tracking Progress with the Percent of Completion Method
• Tracking Actual Hours with the Usage Views
• Earned Value Concepts
• Progress Lines and Updating Tools
• Issues and Problems Arising With Tracking
Multiple Projects
• Resource Pooling
• Consolidating Projects
• Links Among Projects in a Consolidation
2. Connoisseur Solutions
What Is a Project?
“A temporary endeavor undertaken to create a unique product
or service.”*
E.g.
Developing an Ecommerce portal
Construction a Building
Managing an Event
Project Characteristics
Temporary
Unique products, services, or results
Progressive elaboration
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3. Connoisseur Solutions
Project Characteristics : Temporary
A definite start date and end date
Project can end due to
Objectives achieved
Objectives cannot / will not be achieved
Need does not exist
Temporary does not necessarily mean “Short Term”
Some projects take years (5 - 15 years) to complete e.g.
Space exploration projects, drug discovery and clinical trial
projects etc.
Product / services created by project might not be temporary
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4. Connoisseur Solutions
Project Characteristics : Unique
Project should create Unique product or service or result
Examples:
Development of a web portal
New drug to market – clinical trials
Prototype of a new car
There could be repetitive elements in project
Making another tower similar to existing one
Launching a new insurance product
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5. Connoisseur Solutions
Project Characteristics: Progressive Elaboration
Progressive elaboration is the incremental design and refinement
of the initial concept toward the project plan.
A Project starts with a vision , the vision is converted into high
level plan and as we move forward the requirements unfold and
this helps in planning the time horizon that we can see
(Immediate Future) in detailed manner.
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6. Connoisseur Solutions
The Triple Constraint
OR, IN
SIMPLE
ENGLISH
Defect Free
Fast Cheap
Complete
Quality
Cost
Scope
Time
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7. Connoisseur Solutions
What is MSP
Project Management Information System
Assist project managers in Developing Project Schedule
Assigning resources to tasks
Analyzing workloads
Monitor & Track progress
Managing budgets/cost
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8. Connoisseur Solutions
Project Management
Project management is the discipline of organizing and managing
resources in such a way that the project is completed within
defined scope, quality, time and cost constraints.
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9. Connoisseur Solutions
SMART Objectives
Specific
Objectives should be quantifiable. Eg a revenue increase of 1
million USD in a year time frame
Measuable
There should be some way of actually testing whether or not that
stated target has been met.
Attainable
The desired objective must be one that is actually possible to
achieve within the time and cost parameters provided.
Relevant
The desired objective should relate directly to the organization's
business needs and stated mission.
Time-Bound
The completion date of the objective should be either a specific
date or time or an "offset" from the beginning of the project. (For
example, benefits must be achieved within five months of
project launch.)
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10. Connoisseur Solutions
What’s new in 2010
Improved interface
New viewing options
Team Planner
Timeline
Easier view customization
Add new columns
Zoom Slider
User-controlled scheduling
Manual scheduling
Inactive Tasks
Top down summary tasks
Easier collaboration
Upload to SharePoint
Enhanced Copy/Paste
Split In Progress Tasks
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14. Connoisseur Solutions
Setting a Start Date
After Opening the Microsoft Project file, On the menu click
Project > Project Information. The following screen opens up.
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15. Connoisseur Solutions
Create WBS
In the task tab use Indent and Out dent feature as shown below
to create WBS
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18. Connoisseur Solutions
Task Types
Work, Duration and Unit (% allocation) are determined by
Work = Duration * Unit
Revise Work Revise
Duration
Revise Unit
Fixed Unit Duration Work Duration
Fixed Work Duration Unit Duration
Fixed
Duration
Unit Work Work
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19. Connoisseur Solutions
Effort Driven Scheduling and Task Types
Effort-driven scheduling determines what happens to the duration or resource units for a
task when you add or remove resources Following is the impact if effort driven
scheduling is turned on for the following task types
Fixed Units If effort-driven scheduling is turned on for the task, Project adjusts the
task's duration when you add or remove resources. If you have the means, adding more
people is one option for shortening your schedule.
Fixed Duration If effort-driven scheduling is turned on for the task, changing resource
assignments changes the amount of effort the resources will put in on the task. You may
want to consider this option when scheduling a project if you feel the need to lighten the
load on some of your people, or if you need to assign some of them part-time to other
tasks.
Fixed Work The Fixed-work task type and effort-driven scheduling both keep the Work
value constant and you cannot turn off the effort-driven setting for a task set as Fixed
Work.
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20. Connoisseur Solutions
Sequence Activities -Task Relationship
Task relationships reflect the sequence in which work should be
done.
By default MS Project uses Finish to Start relationship
There are 4 different types of relations
Finish to Start
Start to Start
Finish to Finish
Start to Finish
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21. Connoisseur Solutions
You can also add Lead and Lag to the schedule:
An overlap (called lead time) OR
A delay (called lag time) between the finish and start dates of
predecessor and successor tasks.
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
Sequence Activities -Task Relationship
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22. Connoisseur Solutions
• Finish to start: finish date of predecessor determines the
start date of the successor
Sequence Activities -Task Relationship
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23. Connoisseur Solutions
• Start to start: start date of predecessor determines the start
date of the successor
Sequence Activities -Task Relationship
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24. Connoisseur Solutions
• Finish to finish: finish date of the predecessor determines
the finish date of the successor
Sequence Activities -Task Relationship
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25. Connoisseur Solutions
• Start to finish: start date of the predecessor determines the finish
date of the successor task. This relationship is very rarely used.
Sequence Activities -Task Relationship
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26. Connoisseur Solutions
Sequence Activities Task Constraints
Flexible 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.
ASAP (as soon as possible)
ALAP (as late as possible)
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27. Connoisseur Solutions
Semi-flexible constraints
Limit the rescheduling of a task within the date constraints
you specify
SNET (start no earlier than)
SNLT (start no later than)
FNET (finish not earlier than)
FNLT (finish not later than)
Sequence Activities Task Constraints
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28. Connoisseur Solutions
Inflexible constraints
Completely prevent the rescheduling of a task. Use these
constraint types only when absolutely necessary!
MSO (must start on)
MFO (must finish on)
Sequence Activities Task Constraints
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29. Connoisseur Solutions
Sequence Activities (Method 1)
Identifying relationships between Predecessor, Successor, Lead
and Lag (Right Click the successor task and click Information
option, The task information window pops up. Click the
predecessor tab and enter ID (Predecessor’s Task Id) .
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30. Connoisseur Solutions
Sequence Activities (Method 2)
In the Predecessor Column of the Gantt Chart add predecessor’s
task Id along with the type of relationship (Finish to Start(FS) or
Finish to Finish (FF) or Start to Finish (SF) or Start to Start (SS) and
lead or lag
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31. Connoisseur Solutions
Resource Type
Work Resources are people and machines, and they need time
(hours, days, weeks, etc.) to perform the Tasks
Material Resources are consumables like bricks, oil, concrete
etc., and they are time independent.
Cost Resources are time independent resources, like Airplane
tickets.
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32. Connoisseur Solutions
Estimate Activity Resources
(Add Resources to the resource sheet)
Add resources (Work, Material and Cost) to the resource sheet
and their details
On Main Menu Click View > Resource Sheet
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33. Connoisseur Solutions
Estimate Activity Resources
(Assign Resources to the tasks)
In the Gantt Chart select the task for resource allocation , right
click and select Assign Resources option.
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34. Connoisseur Solutions
Estimate Activity Resources
(Assign Resources to the tasks)
On selecting Assign Resources option, the new screen Assign
Resources pops up. Add units for resources that are work and
material type. The cost for resource of Cost Type is added here.
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35. Connoisseur Solutions
Assigning the Fixed Cost
Go to View > Task Usage> Add the Column Field “Fixed Cost”
Assign the value for fixed cost task as 100 USD is assigned to
create design and document in the task below.
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36. Connoisseur Solutions
Configure Resource Calendar
Click Project > Change Working Time> Select the resource for
whom the calendar needs to be configured
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37. Connoisseur Solutions
Configure Resource Calendar
(Working to Non – Working days)
Select the date on the resource calendar that need to be
changed from working to non working and click the tab exception
,add name of the resource and press enter.
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38. Connoisseur Solutions
Configure Resource Calendar
(Non Working to Working days)
Select the date on the resource calendar that need to be
changed from non working to working and click the tab work
weeks ,click details a new window pops up. Select the days and
enter the time in the table as shown in fig below.
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39. Connoisseur Solutions
Resource Leveling
Resource leveling is the process that ensures resource
demand does not exceed resource availability. It’s a way to fix
over allocation.
Over-allocation: The result of assigning more tasks to a
resource than the resource can accomplish in the working
time available
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40. Connoisseur Solutions
Resource Leveling
Resources are leveled in the following ways:
By delaying a task until the assigned resource has time
to work on it.
By splitting a task so that part of a task is done when
planned and the rest of it is done later when the
assigned resource has time.
By replacing the resource with a new one
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41. Connoisseur Solutions
Resource Leveling (Automatic)
Standard - Project examines predecessor dependencies, slack
time, dates, constraints, and priorities
ID - Project simply goes down the task list in order by task ID
Priority and standard - Project first examines any set task, or
project priorities and then examines the standard factors
If you don't want Project to level a specific task, set the
task's priority level to 1000
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46. Connoisseur Solutions
Resource Leveling – Splitting the Tasks
By splitting a task so that part of a task is done when planned
and the rest of it is done later when the assigned resource has
time.
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47. Connoisseur Solutions
Resource Leveling – Splitting the Tasks
By splitting a task so that part of a task is done when planned
and the rest of it is done later when the assigned resource has
time.
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48. Connoisseur Solutions
Inactive Tasks
Project’s schedule will change throughout the lifecycle based
Change requests, corrective and preventive actions. A task that
was originally planned might not be required later.
If this task is deleted, you lose all the baseline information and
any work or costs associated with the task. And as the project
executes, you may want to compare the current project against
the original baseline or conduct a what-if analysis.
InactiveTask feature allows you to remove tasks from
the schedule and recognize the task existed in the
original plan.
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49. Connoisseur Solutions
Inactive Tasks
Project’s schedule will change throughout the lifecycle based
Change requests, corrective and preventive actions. A task that
was originally planned might not be required later.
If this task is deleted, you lose all the baseline information and
any work or costs associated with the task. And as the project
executes, you may want to compare the current project against
the original baseline or conduct a what-if analysis.
InactiveTask feature allows you to remove tasks from
the schedule and recognize the task existed in the
original plan.
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50. Connoisseur Solutions
Why Baseline?
The main benefits of having a project baseline are
Ability to assess performance (Baseline vs actual)
Improved future estimating accuracy
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52. Connoisseur Solutions
Interim Plan
Interim Plans could be thought of as mini-baselines. They store
only the task's start and finish dates.
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53. Connoisseur Solutions
Critical Path
Longest path in a project network diagram. Float or Slack for all
the activities on the critical path is zero
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55. Connoisseur Solutions
Deadline
Deadline dates are used to indicate a target date you don't want to miss
Without requiring to set a task constraint
When a task finishes after its deadline, Microsoft Project displays a task indicator
notifying that the task missed its deadline
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56. Connoisseur Solutions
Total Slack
Amount of time that a task can move later in time without
affecting the finish of the project
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60. Connoisseur Solutions
Network Diagram
If the task is completed, the task node shows cross diagonal
lines
If the task is in progress but not completed, a single diagonal
line draw through node
No diagonal line appears in tasks that are not yet started
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67. Connoisseur Solutions
Multiple Projects
Create a Master Project and its sub project and link them using
link task as shown in figure below. Select the predecessor first
and then the successor and click on link task feature.
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68. Connoisseur Solutions
Resource Pool
Create a Resource Sheet (Press ctrl + n) in a new file, add resources to it and save it
with the name Resource pool. This file needs remain open if its resources have to be
shared. To make the resources available to the other project, Click resource and then
resource pool as shown in fig below.
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