microsoft project association
DESCRIPTION
Microsoft Project Association. March 7, 2007. About Me. Jim Aksel, PMP Director of Project Management Celeris Systems, Inc http://www.celeris-systems.com [email protected] Telephone: 714-813-4025. You get Credit!. You may claim 1 hour of CE (or PDUs) PMI References:. - PowerPoint PPT PresentationTRANSCRIPT
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Celeris Celeris SystemsSystems
Microsoft Project AssociationMarch 7, 2007March 7, 2007
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Celeris Celeris SystemsSystems
About Me
Jim Aksel, PMP
Director of Project Management
Celeris Systems, Inc
http://www.celeris-systems.com
Telephone: 714-813-4025
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You get Credit!
• You may claim 1 hour of CE (or PDUs)• PMI References:
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Backward Compatibility to 2003
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Task Types
Resource Issues & Leveling
Custom Sorting
Conclusion
11
22
33
44 EVMS in Project
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Sorting
Custom Sorts
EVMS
Tasks
LevelingResources
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Fixed UnitsEffort Driven
Fixed UnitsEffort Driven
Fixed DurationEffort Driven
Fixed DurationEffort Driven
Fixed DurationNot Effort Driven
Fixed DurationNot Effort Driven
Fixed UnitsNot Effort Driven
Fixed UnitsNot Effort Driven
Fixed WorkFixed Work
TitleTitleTASKS
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Task Type Definitions
• Fixed Units– The allocations of resource units is held constant
• Fixed Work– Total of all work hours assigned to a task is held
constant
• Fixed Duration– Task Duration is held constant
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Effort Driven
• Total task work remains at its current value, regardless of how many resources are assigned to the task.
• When new resources are assigned, remaining work is distributed amongst all assigned resources, proportionately.
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Basic Task
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Basic Task Work Hours Spread
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Added Resources
Additional resources just increase total work with no change to duration
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Adding Resources After %Complete
Status Date:
15 FEB 2007
On Schedule
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Progress Shown
Status Date:
15 FEB 2007
On Schedule
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New Resources Create Remaining Work
Status Date:
15 FEB 2007
On Schedule
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Adding Effort Driven Labor
Adding Resources reduces duration while keeping total work and units constant
No Work No Work ChangeChange
Added to Basic Task, after making it Effort Driven
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Effort Driven Labor Added after %Complete
Adding Effort Driven Labor keeps finish date and work constant, creates split
Status Date:
15 FEB 2007
On Schedule
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Adding Effort Driven Labor creates splits
Status Date:
15 FEB 2007
On Schedule
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Effort Driven
•Add ResourcesTotal Work ConstantDuration Changes
•Add Work•Changes Duration
•New resourcesAdd work after Status Date
Not Effort Driven
•Duration fixed•Adding Resourcesadds remaining work
•Increasing Workincreases Duration
•New resources add work after Status Date
Fixed UnitsTasks
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Fixed Duration TasksNot Effort Driven behaves as before
Adding resources divides remaining work among all resources
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Fixed Duration w/%Complete
Additional Resources share the remaining work
Status Date:
15 FEB 2007
On Schedule
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Fixed Work Task• Always effort driven
Additional Work alters duration while respecting finish date
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You ChangeYou Change Units Units ED Duration Duration ED Work
Units Duration Duration Work Work Duration
Work Duration Duration Units Units Duration
Duration Work Work Work Work Units
Task Type Fixed:Task Type Fixed:
What Project Recalculates
ED: Effort Driven
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Sorting
Custom Sorts
EVMS
Tasks
Leveling
Resources
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Resources
• Individual names• Skill set grouping
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Named Person
•Unique Calendars•Retains Grouping•Skill Specific
Skill Set List
•Department Wide•Easier to Assign•Interchangeable
Resource Types
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Named Person
•Wage/Privacy•Harder to swap•Skill Specific
Skill Set List
•Department Wide
•Homogeneous•Calendaring•Exact Costs TBD
Resource Types
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Sorting
Custom Sorts
EVMS
Tasks
Leveling
Resources
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Leveling Order
• Standard Project looks at predecessor, slack (a task with more total slack time is delayed first), dates (a task with a later start date is delayed first), priorities, and constraints
• Priority, Standard Project looks first at priorities and then at predecessors, slack, dates, and constraints to determine whether and how tasks should be leveled
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Leveling Parameters:• Day by Day Level resources when there is at least one day
more work scheduled for a resource than can be completed within the resource's normal availability for that day.
• Week by Week Level resources when there is at least one week more work scheduled for a resource than can be completed within the resource's normal availability for that week.
• Month by Month Level resources when there is at least one month more work scheduled for a resource than can be completed within the resource's normal availability for that month. This is the default setting.
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Leveling Example:
• Ringo assigned to two 8 hour tasks in 1 day.• Leveling:
– Day By Day: Problem– Week By Week: No Problem, work <40– Month By Month: No Problem, work<160
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Other Leveling Settings• Level only within available slack
– Finish Dates are respected.• Leveling can adjust individual assignments on a
task – Adjusts when a resource works on a task independent
of the other resources working on the same task. • Leveling can create splits in remaining work
– Any remaining work can be split for leveling. Unchecked will not delay a task with an Actual Start Date.
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General Guidance
• IMHO– Project does a pretty good job of leveling
since it takes a methodical approach– However, it does level in resource order
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Sorting
Custom Sorts
EVMS
Tasks
LevelingResources
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Standard Sorting
Obvious
Just Like Excel
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Sorting
Custom Sorts
EVMSTasks
Leveling
Resources
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Custom Grouping (Sorting)
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Custom Grouping Dialog
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Custom Grouping
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More Powerful Options
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Some Grouping Ideas
• Place custom text field in Resource Usage View– Group by CLIN, Job Number, other accounting
information– Assign Control Account Managers– Supplier ID’s
• WBS Field– Sort by defined code (such as first three levels)
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Sorting
Custom Sorts
EVMS
Tasks
Leveling
Resources
EVMS is my personal opinion
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EVMS in MS Project
BCWS = Budgeted CostCost of Work Scheduled
BCWP = Budgeted CostCost of Work Performed
ACWP = Actual CostCost of Work Performed
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EVMS Comments
• BCWS & BCWP only register in the Baseline Date Period
• If you start/finish on different dates you must enter an Actual Date in the [Actual Start] or [Actual Finish] columns
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MS Project uses %Complete Method
• Think about it – Milestones, Incremental, 80/20, Formula, Apportionment are all subsets of %Complete
• The trick is accurate definition of %Complete
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Example: Concert
• 6 Roadies take 2 days to setup• Fab Four sing some songs for 1 day• 3 Roadies tear down for 1 day
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Resources
• Singers make $500/hr• Roadies make $25/hr• Let’s assume everyone is paid cash at the
end of each phase (setup, sing, teardown)
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Baseline Schedule and Costs
• We have a $19K EAC and 4 Days
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%Complete Example
• After Setup is complete,
we claim 50% EV = $9,500• We pay the roadies $2400
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End of Day 3
• We claim 75% Complete
0.75 x $19,000 = $14,250
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% Complete Earned Value Parameters
Item Mon Tues Wed Thur
BCWS $ 1,200.00 $ 1,200.00 $ 16,000.00 $ 600.00
ACWP $ - $ 2,400.00 $ 16,000.00 $ 600.00
cBCWS $ 1,200.00 $ 2,400.00 $ 18,400.00 $ 19,000.00
cBCWP $ - $ 9,500.00 $ 14,250.00 $ 19,000.00
cACWP $ - $ 2,400.00 $ 18,400.00 $ 19,000.00
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%Complete EV
This is a duration weighted method
%Complete = durationprojectEntire
DurationCompletetasksi
i ii
__
*%1
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%Work Complete
• This is an Effort weighted method
TotalWork
WorkteWorkCompleteWorkComple
tasksi
iii
1
*%%
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%Work Complete
• At the end of the 2nd day, 63% of the labor is complete
• EV= 0.63 x $19,000 = $ 12,000
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%Work Complete
• End of Day 3 we are 84% Labor Complete
0.84 x $19,000 = $16,000
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Physical%Complete
• Allows you more flexibility– EV Method Physical%Complete– Each Task Physical%Complete
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Physical % Complete EV for Tasks
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Physical % Complete EV
stBaselineCo
BCWSCompletePhysicalCompletePhysical
tasksi
i i
1*%
%
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Physcial%Complete Day 2
• At the end of Setup we are 13% Complete
0.13 x $19,000 = $2400
Note: Project displays only 2 significant digitsNote: Project displays only 2 significant digits
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Physical % Complete Day 3
• At end of “Hey Jude…” we are 97% Complete
0.97 x $19,000 = $18,400
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Which one does your boss expect?
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www.celeris-systems.com800-951-EVMS800-951-EVMS