S-Curve by MS Project 060317

How to Establish S-Curve
by MS Project 2013
OS-MSP-001
OS-MSP-001
Rev.:
Rev.: 01
01 // 17-03-2016
17-03-2016
Author: Ong-Art Sanpinit Charter Engineer . 1037
Sample of Visual in excel
Guide line
This article is to explain Project

Management Concept as a quick referenc
e through step by step guidance using MS
Project 2013
The targeted audience is a beginner to
the project management and experienced
with MS Project in early version, such 200
7 or 2010
Table of Contents
Start Project
Plan the Tasks
Assign resources
Project Baseline set up
Update progress
Forecast Information
Step by Step to S-Curve
Step by Step Export Data to Excel (Visual
Report)
9. Close Project
1.
2.
3.
4.
5.
6.
7.
8.
Step-1: Start Project
Prior to start the project planning, Project

manager should be identified, who can set
up a project plan in MS project 2013
1. Create a
new Project
File
To create a new blank project in

Project, click the file tab. Click new

2. Set project
start date
Go to Project tab. Click Project

information

3. Define
Project
Calendar
Go to Project tab. Click Change

Working time

4. Save the
Project file
Go to Tab file, select save as with

Project Name or Job Order running
number
Step-2: Plan the Tasks
In the planning stage, we need to

achieved projects goals. To do this, we ha
ve to identify the projects milestone, deli
verables and tasks.
This plan can be use work breakdown
structure (WBS).

1. Enter Task
Click View tab. In the Task View

groups, click Gantt Chart. In the
Task Name fields, enter tasks.
10

2. Decide how In Project 2013, we can schedule
you want to
tasks manually or automatically.
Schedule Task Select schedule method after
enter a new tasks by clicking in
the Task Mode column:Note: New Tasks manually set by
default in Option Tab
11

3. Outline
Tasks
Create task hierarchy including

tasks and milestones under
summary task, which can be
represent phase or other work
divisions.
Click the Task tab. In the Schedule
group select Indent or Outdent
button
Tip: if you created a summary
task with duration, start or
finish date, then the tasks that
fall under the summary task will
not be rolled up to this
12

4. Enter
Durations
Click the Duration field for a task

and enter a Duration. Two way to
entering a duration: Mutually Schedule task
A number or text like
Tomorrow or Next after
roll shell etc.
Auto Schedule task
Number only, 3d=3 Days,
0d=milestone, 6? is an
estimate duration.
Note: Both can selected in the Task
Mode
13

5. Link Tasks
to show
relationships
Click the Task tab, in the View

Group click Gantt Chart. Select the
tasks that you want to link then
click the Link Tasks button in the
Schedule group, or move a mouse
to bar chart press and drack down
to tasks that you want to link.
To change the default Finish-toStart (FS), double click the link line
and change.
14
Step-3: Assign Resources
Assignments are the associations between

specific tasks and the resources needed
to completed them. We can assign more t
han one resources to a tasks.
We can assign work resources (People),
material (pipe/shell etc.) and cost (THB) to
tasks.
15

1. Add
Resources to
Project
Click the Task Tab, in the Views

dropdown list select Resources
Sheet. In the Resources Name
filed, type the name of resources
that well use in this project.
16

2. Assign
Resources to
Tasks
In the Resources Tab, Click Assign

Resources the click resources
name then click assign
17

3. Enter the
Work Hours
spending on
Tasks
After assign a resources to the

Tasks, work hours automatically
show in a Work. If PM prefer
control a Working hours, it can be
change in in Work Field. Entering
Work reflects real world
scheduling.
Go to Gantt Chart, right click on
column then click Insert Columns
type "WORK to select the Work
Columns
18

4. Know the
Work Tasks
Type
After Assign a resources to Tasks,

MS Project determine how to
schedule the tasks based on the
tasks type.(Manually tasks dont
use task type) durations may
change as we assign resources to
tasks.
How tasks types work
Work, duration and unit are
determined by formula:Work =Duration x Units
19

In a
If we
revised
Work
If we
revised
Duration
If we
revised
units
Fixed units tasks Duration

changes
Work changes
Duration
changes
Fixed work tasks Duration

changes task
To set a default
Units change
Duration
changes
entire
project,
type for the

Fixedclick
duration
Units change
changes group,
Work changes
the options.
Go toWork
Schedule
in the
tasks
default task type box shown fixed units as a
default, we can change to Fixed Duration or
Fixed Work
To change the task type for an individual, go to
tasks tab in properties group click information
20
or to tasks name double click it will appear.

5. Identify
factors
effecting task
schedules
We can use MS Project 2013 to

help for understanding how
changes one task can effect the
rest of the project.
Click the task tab then in the
Schedule group click Inspect Task.
A pane opens on the left showing
the factors that affect the
scheduling of selected task.
Or double click in tasks name.
21
Step-4: Set the Project Baseline
Create a baseline or interim plan is to

compare between plan and actual.
Saving baseline plan enables to identify
and solve discrepancy and plan more accu
rately for similar future projects.
22
Step-4: Set the Project Base

Line
1. Save the
baseline plan
After the plan is solidly in place for

the finish date, budget and scope,
we can submit a plan for approval.
Once it has been approved, save
the baseline plan.
Click the Project tab, in Schedule
group click Set Baseline
23

Line
2.View
In Gantt chart view, move a mouse
baseline data to gantt area, right click and select
in Gantt Chart Bar Style.
views
Name
Appeara Show for
Row
From
To
nce
Base Plan
(Custom)
Select bar
shave and
color
Task
Select
Normal
2 or 3
Baseline
Start
Baseline
finish
24

Line
3. View
Baseline in a
Table
Go to View tab, in Data group click

to Table and select Variance or
insert columns with custom field.
25
Step-5: Update Progress
Updating the progress is the only way to

ensure it stays on tracks as work is perfor
med. The focus at this point is on managin
g changes, updating the schedule, trackin
g progress and communicating project inf
ormation.
MS Project 2013 tracks 3 sets of date:
Current, Baseline and Actual. When we set
the baseline, current = baseline. when a t
ask is 100% complete, current=actual.
26

1. Manage
Change
Managing changes involves

modifying duration, date,
dependencies, resource
assignment or tasks based on
requested changes or new
information.
Keep the current fields up to date
and compare to baseline.
27

2. Track actual Its the best to decide on a single
date and
method for tracking progress. We
duration
can enter percentage complete,
actual start and finish dates,
actual remaining durations or
actual and remaining work.
Click the Task tab, select the task
that we want to enter actual
progress. In the Schedule group
select the amount of progress
done on the tasks.
Default: 0%, 25%, 50%, 75%,
100%
28

3. Track Actual If we want to enter actual and
Hours and
remaining work hours or costs, use
Cost
tracking table.
Click View tab, in Data group point
Table and select Tracking.
Enter progress data in the Act.
Work or Act. Cost field for the task.
Program is determine if we put the
actual start and actual finish or %
Complete.
29
Step-6: View Report Information
MS Project 2013 provide many ways of

built in report, but for us we have to creat
e a customize report by using S-Curve Rep
orts.
30

1. Select a
View
MS Project 2013 has old and new

views to help you to see project
information and report it to others.
Click the View Tab, in either the
Task Views group or Resources
Views group, select the view you
want to use. Therere many view
but most usful ones include: Team planner View
Timeline View
Gantt Chart View
Calendar View
31

2. Customize
a View
Select the view you want to

customize and then on the Format
tab click the type of view element
you want to change, such as the
bar style on the Gantt Chart or
gridlines and time scales of any
views.
Tips & Tricks, if you want to filter,
sort or group tasks prior to
printing, click the View tab and
then in the Data group, click sort,
Filter or Group options.
32

3. Print a View Set up the current view that we
or Report
want it to look when printed. Click
the File Tab and then click Print. A
preview part of the view to see the
actual size of the view as it will be
printed.
33

4. Generate a
Report
In Report tab has many report to

view information of project but
were intent to create the S-Curve
by using MS Project as a tools,
well focus on how to do it.
Click the Report tab, go to View
reports group, select Customer
34
Step-7: Step by Step to S-Curve

In the field list (right hand) Select
Category to Time.
35

Then Select Field go to Work, click Actual
Work and Cumulative Actual Work only.
36

The Click on Baseline, click Baseline
Cumulative Work, just only one.
37

In chart area Right click to change chart
type.
Select Chart type to Combo.
38

In the Change Chart Type dialog in Series
Name choose All Cumulative (Actual & Ba
seline) Chart type to Line Type.
Actual Work chart type to Clustered
Column and Click Secondary Axis
39
In Field List, in Tasks Tab look at Select

Category, click Edit customize time from D
ays to Weeks and change format as you li
ke.
40

In design Tab, choose format color as you
like.
In Chart Layout select Layout No 5 to
show Data
41

Final as just Fonts size and others
42
Step-8: Export Data to Excel

1. Visual
Report
Go to Report tab, select on Visual

reports Export.
Select template dialog show, go to
Task Usage tab, move a mouse on
Cash Flow Report template, then
click Edit Template.
In Visual Report-Field Picker is pop
up, in Available Field, select Base
line Cumulative Work and
Cumulative Actual Work add to
selected Fields.
43

2. Analyze
Data in Pivot
Table
In PivotTable Fields, select only

Actual Work, Baseline Cumulative
work and Cumulative Actual Work.
44

3. Custom
Charts in
Excel
In Pivot Tab Fields, select only

Baseline Cumulative Work,
Cumulative Actual Work and Actual
Work.
In Chart Area Right Click mouse
select Combo chart, then All
cumulative change type to Line
only Actual Work to Clustter
Column.
45
46
Step-9: Close the Project

Just because your project is almost finished
doesnt mean that your work is done.
We still need to solve any final project detail
and customer acceptance for final deliverables.
Conduct a Lessons Learned session,
recording information about areas for improve
ment and best practices.
Make any final update to project plan.
Finally archive the project plan according to our
organizations guideline.
47

1. Create a
Final Report
Click the Report tab, click Visual

Reports to see project data as a
Pivot Table report in Excel 2013 or
Pivot Diagram view in Visio
professional 2013
We can also view basic reports
that dont require Excel or Visio.
Click Report Tab many report
category available to view depend
on how we want to views.
48

2. Save a
Project as a
Template
After completing a project, we

have to leverage what weve
learned in the project by making it
as a template for future projects.
Click the File tab and Save As and
then in the Save As Type box click
Template.
49
Thanks you
End
50

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How to Establish S-Curve

Sample of Visual in excel

Author: Ong-Art Sanpinit Charter Engineer . 1037

This article is to explain Project

Author: Ong-Art Sanpinit Charter Engineer . 1037

Author: Ong-Art Sanpinit Charter Engineer . 1037

Step-1: Start Project

Prior to start the project planning, Project

To create a new blank project in

Author: Ong-Art Sanpinit Charter Engineer . 1037

Step-1: Start Project

Go to Project tab. Click Project

Author: Ong-Art Sanpinit Charter Engineer . 1037

Step-1: Start Project

Go to Project tab. Click Change

Author: Ong-Art Sanpinit Charter Engineer . 1037

Step-1: Start Project

Go to Tab file, select save as with

Author: Ong-Art Sanpinit Charter Engineer . 1037

Step-2: Plan the Tasks

In the planning stage, we need to

Author: Ong-Art Sanpinit Charter Engineer . 1037

Step-2: Plan the Tasks

Click View tab. In the Task View

Author: Ong-Art Sanpinit Charter Engineer . 1037

Step-2: Plan the Tasks

Author: Ong-Art Sanpinit Charter Engineer . 1037

Step-2: Plan the Tasks

Create task hierarchy including

Author: Ong-Art Sanpinit Charter Engineer . 1037

Step-2: Plan the Tasks

Click the Duration field for a task

Author: Ong-Art Sanpinit Charter Engineer . 1037

Step-2: Plan the Tasks

Click the Task tab, in the View

Author: Ong-Art Sanpinit Charter Engineer . 1037

Step-3: Assign Resources

Assignments are the associations between

Author: Ong-Art Sanpinit Charter Engineer . 1037

Step-3: Assign Resources

Click the Task Tab, in the Views

Author: Ong-Art Sanpinit Charter Engineer . 1037

Step-3: Assign Resources

In the Resources Tab, Click Assign

Author: Ong-Art Sanpinit Charter Engineer . 1037

Step-3: Assign Resources

After assign a resources to the

Author: Ong-Art Sanpinit Charter Engineer . 1037

Step-3: Assign Resources

After Assign a resources to Tasks,

Author: Ong-Art Sanpinit Charter Engineer . 1037

Step-3: Assign Resources

Fixed units tasks Duration

Fixed work tasks Duration

type for the

Step-3: Assign Resources

We can use MS Project 2013 to

Author: Ong-Art Sanpinit Charter Engineer . 1037

Step-4: Set the Project Baseline

Create a baseline or interim plan is to

Author: Ong-Art Sanpinit Charter Engineer . 1037

Step-4: Set the Project Base

After the plan is solidly in place for

Author: Ong-Art Sanpinit Charter Engineer . 1037