Академический Документы
Профессиональный Документы
Культура Документы
2010
Progressive Ventures
S.no Description
1 Pre-Project Settings: Best Practices
2 Task Planning Best Practices
3 Resource Planning Best Practices
4 Network Optimization Best Practices
6 Resource Leveling Best Practices
7 Base lining & Variance Measurement Best Practices
8 Project Tracking Best Practices
9 Project Reporting Best Practices
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1. Pre-Project Settings:
The following table shows some of the key settings to be configured before beginning to plan a project in Microsoft Project 2010.
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3. Calendar Options: Important: Set a. File- Options
the Default Start and End time to Schedule
match the Project Calendars Start
and End to avoid errors with Status Note: The Default
date based updates and Recurring Start and Finish are
Tasks positioning. The tool does not not automatically
set it for you picked from the
4. Hours per day: Match this value with customized Project
the calendar net bandwidth per day calendar!
to avoid tasks finish dates being
scheduled early or later than it
should have otherwise. See pictures
below.
5. Hours per Week: Should match (
Hours per day x Number of Working
days) as configured in your project
calendar
A 1 day task is scheduled from 8 am to 5 pm on nov 26 using the standard calendar when the hours per day is set to 8 [st date: 26th ]
A 1 day task is scheduled from 8 am to 4 pm using the same standard calendar when the hours per day is set to 7 [st date: 26th ]
A 1 day task is scheduled from 8 am to next day 9 am using the same standard calendar when the hours per day is set to 9 [st date: 22nd ]
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6. New Tasks Created: Select Auto a. File Options -
Scheduled if you dont want tasks to Schedule
be turned to Manually scheduled
when inserted or created.
7. Default Task Type: Select
appropriately
8. Calculate project after each edit:
Select ON if you want changes to
be implemented immediately. Set to
OFF if the project is large and you
would want to make all the changes
and then run the Calculate Project
option.
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2. Task Planning Best Practices:
The following are a list of best practices for task planning in Microsoft Project 2010
12. Create a New Project from Template a. On the File tab, click
New.
b. Under Available
Templates, do one of
the following:
c. To reuse a template
that youve recently
used, click Recent
Templates.
d. To use a template that
you already have
installed, click My
Templates, select the
template that you
want, and then click
OK.
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13. Manage Calendars a. In the Project Tab-
Properties group -
a. To mark a Holiday: Project Tab- Change Working
Properties group -Change Working Time
Time - Select the date you want to
mark as holiday in the Exceptions
tab Under the Name Column write
the name of your holiday
b. To change the work weeks : Project
Tab- Properties group -Change
Working Time Work Weeks tab
Select Default Details Select
Monday to Friday Set days to
specific working times Change
the Working hours ok
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14. Import Activities from Excel b. File Open Browse
to the excel file and
When Tasks radio box is selected in select itOpen
the Map Options screen, the fields Import Wizard Next
are mapped to the task related New map Type of
project fields. data to import( Select
When importing resources and Tasks)- Next Append
related information, select the the data to the active
Resources radio box. project Next- Tasks
Next Choose the
Worksheet from
where you want to
import Map the
fields - Finish
15. Create Tasks in the Gantt Chart a. Tasks can also be
created by clicking on
the Task tab and then
clicking on New Task
icon.
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17. Create Milestones a. In the Gantt chart,
type 0 in the Duration
field of the task you
want to declare as a
milestone, and then
press ENTER.
b. To declare a task with
non-Zero duration as
a Milestone
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18. Create Network Establish Task a. In the Gantt chart,
Dependency under the Task Name
field, select two or
( PM can use Lead and Lag to fine more tasks in the
tune the Network) order you want to link
them.
You can also use the Predecessor b. On the Task tab, in the
column to set and modify Tasks group, click the
relationships between tasks. The Link Tasks button.
common syntax is (task Number)&( c. Project creates a
relationship type) (+/-) (e/days) finish-to-start task link
by default.
One can also double click the line
that connects two tasks and use You can use SHIFT key to
Task Dependency window to make select adjacent tasks or
changes. CTRL key to select non
adjacent tasks.
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20. Task Notes a. Select the Task- Task
tab -Properties -
Notes
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23. Insert New Columns a. Select any Column
Right Click - Insert
Column Choose the
Column you want to
insert
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3. Resource Planning Best Practices:
The following are a list of best practices for Resource planning in Microsoft Project 2010.
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28. Cost Rate Tables : a. On the View tab, in
the Resource Views
Resource Sheet
Use cost-rate tables to reflect rate Double Click any
changes that kick in after a special date Resource Resource
or when the same resource has Information Dialog
different rates based on assignment ex: box Comes up Go to
(onshore/offshore). Costs Tab
b. Changing the Rate
tables : Go to View
tab Task Views
group Task Usage
Right Click on Column
header Insert
Column Cost Rate
Table From the
Dropdown choose
another Rate Table
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29. Cost Accrual Method a. Is used for alignment
when the costs are
Start- the entire cost is pegged at realized by billing
the start of the task systems and can help
Prorated- the cost is distributed manage cash flow in
equally across the task timeline project
End: the entire cost is pegged on the
finish date of the task
30. Resource Calendar a. On the View tab, in
the Resource Views
Resource Calendar is automatically Resource Sheet
created when a resource is created Double Click any
and picks up the settings made in Resource Resource
the Project calendar. Information Dialog
box Comes up
In this calendar the leave plans and Change Working Time
other exceptions related to the
resource can be registered. b. You can attach a
different resource
calendar from
Resource Sheet Base
Calendar column
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and click on Assign
(default: 100% ).
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33. Resource Assignment Assigning a. In the Gant Chart
Cost Resources Select the Task
Resource tab
Assignment group
Assign Resources -
Select the Travel
Resource and in the
Cost column type the
Cost (40,000) Press
Enter.
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4. Network Optimization Best Practices:
34. Critical Path a. The Longest path with the shortest duration to complete the project
b. The path with zero slack or float
c. Has a direct impact on the project finish date
d. Delay on critical path impacts the finish dates of the project
e. Accelerating critical activities brings advantage to the project
f. Ideal for Schedule compression and network optimization
g. Non Critical activities have more than zero float
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36. Project Network Optimization Task Types: The Project Scheduling algorthim uses the following formula for scheduling:
a. On the View menu,
Crashing: Decreasing task duration by click Gantt chart. Duration = Work/Resource Capacity
increasing Resources b. Click the task that you
IN A IF YOU REVISE IF YOU REVISE IF YOU REVISE
are changing.
UNITS DURATION WORK
Fast Tracking Decreasing the projects c. Click Task
duration by doing activities in parallel Information, and then
instead of doing them as planned in click the Advanced Fixed units task Duration is Work is Duration is
series. tab. recalculated. recalculated. recalculated.
d. In the Task type list,
click the task type that Fixed work task Duration is Units are Duration is
you want to change. recalculated. recalculated. recalculated.
37. Level Resources b. Click the Resources Level Selection Use this to level only the tasks
tab. that are selected. To select multiple tasks that
a. Level Only within available slack: c. In the Level group, are next to each other, select the first task in
This will prevent the leveling from click one of the the selection, then press SHIFT while selecting
extending the project schedule options. the last task in the selection. To select multiple
beyond what is currently planned tasks that are not next to each other, select each task by pressing CTRL while
and will attempt to resolve over selecting the task.
allocation by moving tasks within This is useful when it may be acceptable for resources to be over allocated on
the available slack. This may or may Resource Leveling certain tasks in the project plan, but the project managers would like to resolve over
not clear all over allocation in the selected Resources allocation for other specific tasks
project plan. Level Resource Use this to level only those tasks with specific resources assigned.
On the Resource tab Click Level Resource, and then select the resource to whom tasks are assigned. Use
Level Group Level CTRL to select multiple resources.
Resource If the selected resource is working on tasks that have multiple resources, the other
assignments will not get moved.
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Level All Use this to level all resources in all tasks within the project plan
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39. Draw S-Curve a. On the Project tab
Reports group
Visual Reports Cash
Flow Reports - View
40. Variance fields available in Microsoft a. Cost Variance Cost Variance = Cost - Baseline Cost
Project b. Duration Variance Duration Variance = Duration Baseline Duration
c. Finish Variance Finish Variance = Finish Baseline Finish
d. Start Variance Start Variance = Start Baseline Start
e. Work Variance Work Variance = Work Baseline Work
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5. Tracking Best Practices:
Method 2
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42. Set Progress Line a. On the Gantt Chart
Right Click Progress
Lines Enable the
Display Checkbox - Ok
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43. Track using the Tracking Table a. Right click at the
Intersection of the
Rows and Columns -
Tracking
45. Track the entire project against the a. Set the Status date as
status date Global update explained in Step 42
Project tab Status
group Update
Project Select 0% or
100% complete only.
Select Entire project
and click on OK.
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46. Track the tasks using the Update b. On the Task tab
tasks option Schedule group
Mark on Track
Update Tasks
Note: The Update Tasks
dialog box is a form which
cannot dynamically
refresh. More of a Single
Entry form. (If the
duration of the Task is
5days and Actual is 2days,
you just need to update
one field and click ok )
Method - 1. % Complete Method Use Go to Task Usage View Right click on the first column in the timephase view and select
% Complete Field in Tracking table etc. Acutal Work, Enable and enter the Actual work in the timephased manner.
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completed as planned
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6. Reporting Best Practices:
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