Professional Documents
Culture Documents
Table of contents
Introduction
Design of MS Project
3 steps to project
management
Customization
Steps in Planning
Editing tasks
Task scheduling
Critical path method
Pert analysis
Define Resource
Resource scheduling
Resource overallocation
Tracking project
Printing reports
Working with multiple
projects
Importing/exporting of
data
Formatting views
Customizing tables,views
and forms
What is a Project?
Project can be defined as a
st
Co
Tim
e
Resource
Features of Project
Projects are temporary
Project objectives are specific and measurable
Projects are constrained by time, cost and scope
and quality.
Project management
is a process of
planning
tracking
and controlling project
Design of MS Project
Views in MS Project
Gantt chart view
Calendar view
Network diagram view
Task Usage view
Resource sheet view
Resource usage view
Resource graph view
Tracking Gantt
MS Project Window
Title Bar
Menu Bar
Standard
Toolbar
Task
pane
Status
bar
Project
Guide
Gantt chart
table
Gantt chart
Timescale
Calendar view
Non working
day
Normal Tasks
Milestone
Critical
Summary
task
Critical
Normal
task
Non Critical
Normal task
Critical
milestone
Resource
Assigned
Task
Timescale
Overallocated
resource
Resource
Assigned
Task
Timescale
Percent
Overallocation
Resource
Customizing MS Project
Customizing toolbars and menu
Changing the date format
Changing the currency format
Adjusting the Gantt chart view
Formatting the timescale
Steps in Planning
Enter Project information
Define a calendar for your project
Create a list of major tasks, sub tasks and
milestones (Using WBS)
Edit tasks, indent tasks, link tasks, add constraints
to tasks
Create resource list and assign resources to tasks
Remove resource overallocation
Optimize duration, cost and quality
Distribute the plan to other members in the project
for review.
Create a final plan
Project information
There are 2 types of Project:
Forward scheduled projects
This projects have a fixed start date
Creating calendar
Project creates the schedule based on the
calendar defined in the project
Types of calendar
Standard
24 hours
Night shift
Creating a calendar
Click on Tools menu
Click on Change working time
button
Select Standard calendar from
the drop down list
Select the working days in the
week from the calendar box.
Select the nondefault working
option
Enter the working time in the
From and To fields
Select the day which is an
holiday from calendar box
Select non working time option
Click on Options button
Editing tasks
What is WBS?
Introduction to fields in task table view
Types of task
Summary tasks, Subtasks and milestones
Design of Brakes
Design of Engine
Chemical design
Design of body
Mechanical design
Description
Task ID
Task Indicator
Task Name
Duration
Start date
Finish date
Predecessor
Resource Name
Types Of tasks
Summary Task: The major phase of the project or
a group name to collection of similar tasks is
known as summary task
Sub Task (Normal): Task to which resource is
assigned is a sub task
Milestone: Milestone is a decision point, check
point or a major phase completion indicator in
project. Milestone is a task which do not have
resource assigned and has a 0 day duration.
Editing Tasks
Select a cell in the task name field of Gantt chart
table to enter task.
Press tab key to move to the next field
Duration is entered in months, weeks, days, hours
or minutes.
E.g. 1 mo, 2 w, 3 d, 4 h, 45 m
Note: Let project enter the start date and end date
for your project
Insert task: Click on Insert menu Click on insert
task
Delete task: Select the entire row/s to delete
Press delete key
Linking Tasks:
Select the tasks you want to link. E.g. task1 and task2 are to
be linked. Select the 2 tasks.
Click on link button on the Standard toolbar
Unlinking tasks:
Select the tasks you want to unlink.
Click on unlink button on the Standard toolbar.
Task scheduling
Predecessors and successors
Predecessor is a task whose completion (wholly or
partly) determines the start of the successor
Successor is a task which is dependent on the
completion (wholly or partly) of the predecessor.
There are 4 types of relationship (links) or dependencies
between Predecessor an successor. They are as
follows:
Task Dependencies
Finish to start
Finish to finish
Start to start
Start to finish
Task dependencies
Task
Dependency
Description
Finish to Start
Finish to Finish
Start to Start
Start to Finish
Relationship
Diagram
A
B
A
B
A
B
A
B
Task Constraints
Flexible constraints
As soon as possible (ASAP)
As late as possible (ALAP)
Start no earlier then (SNET)
Finish no earlier then (FNET)
Inflexible constraints
Start no later then (SNLT)
Finish no later then (FNLT)
Must start on (MSO)
Must finish on (MFO)
Task Constraints
There are 2 types of constraints: 1) Flexible 2) Inflexible
Flexible constraints are date constraints on tasks which allows to
increase the end date of the project
Inflexible constraints are date constraints which does not allow to
increase the end date of the project.
Flexible constraints
As soon as possible (ASAP)
As late as possible (ALAP)
Start no earlier then (SNET)
Finish no earlier then (FNET)
Inflexible constraints
Start no later then (SNLT)
Finish no later then (FNLT)
Must start on (MSO)
Must finish on (MFO)
What is a CPM?
Critical Path Method is a technique of scheduling tasks in
a project
PERT Analysis
What is PERT?
Project Evaluation and Review Technique; a variant of CPM
where the task duration time is assigned a probability of
completion
Optimistic duration
Pessimistic duration
Expected duration
Resources
What is a Resource?
Types of resources
Work and Material Resource
Resources
Definition: A resource is an entity which performs effort or
work on the task.
There are 2 types of resources
Work Resource e.g. Man, Equipments and facilities
Material Resource e.g. Cement, Petrol, Diesel, paper etc
WR is reusable. It can be
assigned to several tasks.
It requires a calendar
Description
Resource Id
Resource Indicator
Type
Material Label
A label given to the material resource e.g. Petrol is a material resource and its label is
liters.
Initials
Group
Group name or department name of the resource e.g Resource A, B are belonging to
Finance dept.
Max. Units
Std. Rate
Overtime cost
The cost of the Work resource if he works more than the max. hrs/day scheduled for the
resource
Cost/use
Accrued At
Resource scheduling
Work formula
Work= Duration * Units
Fixed Units
Result
Fixed Work
Result
Fixed Duration
Result
+Duration
+Work
-Units
-Units
+Units
-Duration
-Duration
+Work
+Work
+Duration
+Duration
+Units
Formulas:
D*U=W
D*U=W
D*U=W
Resource Overallocation
What is resource overallocation?
Example of resource overallocation
Identifying resource overallocation
Viewing and filtering overallocation
Strategies to remove resource overallocation
Resource Overallocation
A resource is overallocated when it is assigned to
work more hours during a given time period than it
has available for work on the project.
Identifying Resource overallocation
The resource sheet, Resource Usage, and Resource
allocation views all highlight overallocated resource names
by using red text.
Tracking
Save a baseline
Select a tracking method and prepare a custom view for
tracking
Incorporate actual progress information into the project
Check the status of tasks
Modify the project in light of tracking information
Track issues related to the project
Request periodic text-based assessments of general
status from key resources
Publish new and changed assignments to Project Server
Tracking View
Act. Start
date
Act.
Finish
date
% Duration
Complete