Project Management and Scheduling

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This is the first module of project management training

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Presentation Transcript

Microsoft® Project 2007 Training : 

Microsoft® Project 2007 Training 1

Welcome : 

Welcome This training module was created by: Eng’r Sid Calayag Credentials: Trained in Planning and Scheduling using Primavera Experienced in using Harvard Project Manager and MS Project since version 3 Trained in Project Management and Quality Management System Regular Trainer for Taikisha Philippines Inc. Certified Lead auditor for ISO 9001:2000 and ISO 9001:2008 Practiced Project Management (local and abroad) Published major training materials in the internet on the following subjects: Guidelines for Project Kick-off Meeting Quality in Construction Works Improve Project Performance Using 5S Concept QA/QC Concept, Roles and Responsibilities in TPI Organization Quality Improvement Using Root Cause Analysis Practical Auditing Upgrade QMS System to ISO 9001:2008 Introduction to Cleanroom Technology 2

Course Objectives : 

Course Objectives This Microsoft Project course gives delegates an introduction to project management and to the concepts of project planning using Microsoft Project. Delegates on this training will learn how to identify, organize and manage the tasks and resources required to complete a project under the constraints of time and cost to achieve a final project target. 3

Course contents : 

Course contents Lesson 1: Project Management Lesson 2: Microsoft Project Lesson 3: Planning the Project Lesson 4: Task Entry and Linking Lesson 5: Updating the Project Lesson 6: Working with your views Lesson 7: Printing and Reporting 4

Lesson 1 : 

Lesson 1 Project Management Commonly used terms Concept of Project Management Key metrics to Project Management Key Success Factors The Critical Path Method (CPM) 5

Commonly used terms : 

Commonly used terms Activity – a specific project task that requires resources and time to complete Baseline – the original approved plan Crash - in CPM, an activity can be conducted at a normal pace or at an expedited pace at a greater cost Critical - an activity or event that if delayed will delay project completion Critical path – the series of activities that determines the duration of a project. It is the longest path through the project. Deliverables- any measurable, tangible, verifiable outcome, result, or item that must be produced to complete a project Fast tracking – a method of shortening the critical path by carrying out activities in parallel Gantt chart – a manner of illustrating multiple time-based activities on a horizontal time scale PERT – Program Evaluation and Review Technique chart depict task, duration, and dependency information in a network form. 6

Project Management Process : 

Initiation Planning Execution Closure Project Management Process Management 7

Projects : 

Unique, one-time operations designed to accomplish a specific set of objectives in a limited time frame. Projects 8

Project Management : 

Project Management The Key Metrics Time Cost Performance objectives The Key Success Factors Top-down commitment Having a capable project manager Having time to plan Careful tracking and control Good communications 9

Project Management : 

Project Management What are the tools? Work breakdown structure Network diagram Gantt charts 10

Project Manager : 

Project Manager Responsible for: Work Quality Human Resources Time Communications Costs 11

Review Lesson 1-a : 

Review Lesson 1-a What are the key metrics? ____ ____ Performance ___________ What are the Key Success Factors? Top-down __________ Having a _______ project _______ Having ____ to plan Careful tracking and _______ Good ______________. What are the key metrics? Time ____ Performance ___________ What are the Key Success Factors? Top-down __________ Having a _______ project _______ Having ____ to plan Careful tracking and _______ Good ______________. What are the key metrics? Time Cost Performance ___________ What are the Key Success Factors? Top-down __________ Having a _______ project _______ Having ____ to plan Careful tracking and _______ Good ______________. What are the key metrics? Time Cost Performance objectives What are the Key Success Factors? Top-down __________ Having a _______ project _______ Having ____ to plan Careful tracking and _______ Good ______________. What are the key metrics? Time Cost Performance objectives What are the Key Success Factors? Top-down commitment Having a ______ project _______ Having ____ to plan Careful tracking and _______ Good ______________. What are the key metrics? Time Cost Performance objectives What are the Key Success Factors? Top-down commitment Having a capable project manager Having ____ to plan Careful tracking and _______ Good ______________. What are the key metrics? Time Cost Performance objectives What are the Key Success Factors? Top-down commitment Having a capable project manager Having time to plan Careful tracking and _______ Good ______________. What are the key metrics? Time Cost Performance objectives What are the Key Success Factors? Top-down commitment Having a capable project manager Having time to plan Careful tracking and control Good ______________. What are the key metrics? Time Cost Performance objectives What are the Key Success Factors? Top-down commitment Having a capable project manager Having time to plan Careful tracking and control Good communications 12

Slide 13: 

Critical Path /“Pert” Charts 13

Slide 14: 

PERT: Program Evaluation and Review Technique CPM: Critical Path Method Graphically displays project activities Estimates how long the project will take Indicates most critical activities Show where delays will not affect project PERT and CPM

The Network Diagram : 

The Network Diagram Network (precedence) diagram Activity-on-arrow (AOA) Activity-on-node (AON) Activities Events

The Network Diagram (cont’d) : 

The Network Diagram (cont’d) Path Sequence of activities that leads from the starting node to the finishing node Critical path The longest path; determines expected project duration Critical activities Activities on the critical path Slack Allowable slippage for path; the difference between the length of path and the length of critical path

Project Network – Activity on Arrow : 

Project Network – Activity on Arrow AOA

Project Network – Activity on Node : 

Project Network – Activity on Node AON

Network Conventions : 

Network Conventions

Time Estimates : 

Time Estimates Deterministic Time estimates that are fairly certain Probabilistic Estimates of times that allow for variation

Probabilistic Estimates : 

Probabilistic Estimates

Expected Time : 

Expected Time te = expected time to = optimistic time tm = most likely time tp = pessimistic time

Variance : 

Variance 2 = variance to = optimistic time tp = pessimistic time

Slide 24: 

Example 1 1-3-4 a 3-4-5 d 3-5-7 e 5-7-9 f 2-4-6 b 4-6-8 h 2-3-6 g 3-4-6 i 2-3-5 c Optimistic time Most likely time Pessimistic time

Review Lesson 1 - b : 

Review Lesson 1 - b

Example 1 Solution : 

26 Example 1 Solution Solution to Review Lesson 1 - b Critical Path

Solution to Review Lesson 1 - b : 

Solution to Review Lesson 1 - b Critical Path

Review Lesson 1 - b Solution : 

Review Lesson 1 - b Solution Critical Path

Planning and Scheduling : 

Planning and Scheduling 29

Pert Chart : 

Pert Chart tasks a and b can start simultaneously task c can start after a is complete task d can start after b is complete c and d must complete before e can begin 0 A B C&D E a b c d e The CRITICAL PATH is the longest continuous path of activities through a project that determines the project end date. 30

Review Lesson 1 - c: Draw a Pert Chart for this job : 

Review Lesson 1 - c: Draw a Pert Chart for this job Task Title Duration Precedence start 0 - think 1 a plan 2 b procrastinate 5 a assign to someone else 1 c,d hide 3 e finish 1 e grab credit 1 f,g 31

Solution to Review Lesson 1 - c : 

A B C&D E F F&G D a b d c e f G g 0 1 2 5 1 3 1 Critical Path = A D E F H slack in B C, G H 1 C Task Title Duration Precedence start 0 - think 1 a plan 2 b procrastinate 5 a assign to someone else 1 c,d hide 3 e finish 1 e grab credit 1 f,g 32 Solution to Review Lesson 1 - c

Lesson 2 : 

Lesson 2 Microsoft Project Starting Microsoft Project The Screen The Default View Views and Tables Menus The Tool Bar 33

Starting Microsoft Project : 

Starting Microsoft Project Look for MS Project looking choosing it in “All Programs” Use a switch once by activating it using the Run command In Microsoft Windows, click Start, and then click Run. In the Run dialog box, type winproj, followed by a space, and then type the switch and any parameters. For example, you might type: winproj filename.mpp 34

The Screen : 

Default View The Screen You may add or delete some of the Toolbar in the Screen from this menu. Change the Default View : Choose View, Toolbar, Project Guide . 35

Lesson 3 : 

Lesson 3 Planning the Project Where to Begin Defining the Project Setting the project start date Complete the Project Plan The base calendar Save the New Project File 36

Planning the project : 

Planning the project Where to Begin Choose the Define Project in the Task Wizard 37 3 Follow succeeding instructions Start MS Project

Planning the Project : 

Planning the Project Define the project Choose “Define general working time” in the Wizard Choose standard time for a regular 8 hour work day Customize it to suit your needs. Follow succeeding instruction 38

Lesson 4: Task Entry and Linking : 

Lesson 4: Task Entry and Linking Creating Milestone, Task Relationships Linking Tasks Editing the Task Information Formatting the Gantt Chart Highlighting the critical path 39

Create Milestone, Link and Relationship : 

Create Milestone, Link and Relationship When you enter a task or import a number of tasks, they have a duration of one day as a default To create milestone, select the task/s considered as milestone and then right click. Select Task Information. Put a check mark on Milestone. To create subtask, select the task considered and then select Project/Outline/Indent in the Menu Link the selected tasks by selecting Edit/Link task in the Menu. NOTE: All task are automatically link by Finish (a task) to Start (another task). 40 Edit the Duration, Start or End Date as needed.

Editing Task Information : 

Editing Task Information You can view information regarding a task by selecting the task and then right click. 41 A Task Information will appear showing several tabs where you can add, delete, or edit information regarding Resources, Predecessors, etc.

Formatting the Gantt Chart : 

Formatting the Gantt Chart Select Format/Gantt Chart Wizard in the Menu 42 You can format the Gantt Chart view using several ways. The easiest is to use the Gantt chart Wizard Follow the instruction in the Wizard Here is your formatted Gantt Chart

Highlighting the critical path : 

Highlighting the critical path Select Format/Gantt Chart Wizard in the Menu 43 You can also highlight the critical path in the Gantt Chart view by using the Wizard Follow the instruction in the Wizard Here is your critical path in the Gantt Chart

Lesson 5 : 

Lesson 5 Updating the Project Setting the baseline Update the project Tracking Progress 44

Setting the Baseline : 

Setting the Baseline Select Tools/Tracking the Menu Bar A dialog box appears where you are given a choice to “Set a Baseline” for the whole project or for the selected task only. 45

Update the project : 

Update the project Select Tools/Tracking the Menu Bar A dialog box appears where you are given several choices to update the project. 46

Update each task in a project : 

Update each task in a project Highlight a column where you want to insert another column. Select Insert | Column in the Menu bar, or Right click and then select “Insert column”. In the “Column definition” dialog box , choose “%Complete”. Then select “OK”. Update each task in the new column. 47

Tracking Progress : 

Tracking Progress Select Tools | Tracking | Progress Line in the Menu bar In the “Progress Line” dialog box , choose “always display current progress line” and “At current date”. Then select “OK”. A red vertical line will appear showing the status of the project. 48

Sample of a project with tracking : 

Sample of a project with tracking 49

Lesson 6 : 

Lesson 6 View the Network Diagram Elements of the Network Diagram 50

The Network diagram : 

The Network diagram Select View | Network diagram in the Menu bar, The Network Diagram appear immediately as shown. Close-up view of the Network diagram 51

Slide 52: 

52 Elements of the Network diagram

Slide 53: 

53 Lesson 6 Printing and Reporting Page Setup Reports Setup

Slide 54: 

Select File| Page Set-up in the Menu bar, The “Page Set-up” dialog box will appear showing paper sizes and other choices. Customize the priinted output by inserting additional info in the “Header “and “Footer” 54

Action Reflection : 

Action Reflection “Failure to plan is planning to fail”

Slide 56: 

END OF TRAINING FOR MODULE 1 56