microsoft project tutorial for chapters 6 & 7
DESCRIPTION
Microsoft Project Tutorial for Chapters 6 & 7. This Tutorial explains how to: Reflect A Crashed Project in the Gantt Chart Resource Loading Create a Resource Calendar Use MSP Auto Resource Leveling Project Status and the Earned Value Report * Click on above link to skip to that Section. - PowerPoint PPT PresentationTRANSCRIPT
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Microsoft Project Tutorial for Chapters 6 & 7
This Tutorial explains how to:
• Reflect A Crashed Project in the Gantt Chart• Resource Loading• Create a Resource Calendar• Use MSP Auto Resource Leveling• Project Status and the Earned Value Report* Click on above link to skip to that Section
*clicking on the light bulb will take you directly to the software tutorial for that lesson
*clicking on Home will take you directly back to the first slide
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Reflecting a Crashed Project in the Gantt ChartThe Gantt Chart for Table 6-1 reflects a change in working schedule to
a 7-day work week.
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Reflecting a Crashed Project in the Gantt Chart
*To do this (review): • Go to Tools• Select Change Working Time
In the Change Working Time Box:• Click on the Work Weeks Tab• Click Details• Select all seven days • Set days to specific Working
Times• Set the whole week to an 8
hour shift• Press OK
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Reflecting a Crashed Project in the Gantt ChartTo adjust the expediting of a project, simply change the duration of
the Critical Task’s duration in the Gantt table (20-day solution)By Changing the duration of task a:• The Finish Date of task a has
updated automatically• The Finish Date of the Project
and the Gantt Chart have updated accordingly:
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Reflecting a Crashed Project in the Gantt ChartTake the same approach to adjust the Project even further
(19-day solution)After Changing task a, change task f’s duration to 8 days• The Finish Date of task a has
updated automatically• The Finish Date of the Project
and the Gantt Chart have updated accordingly:
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Reflecting a Crashed Project in the Gantt ChartThe Gantt Chart will adjust automatically for all crashed adjustments
(18-day & 16-day)
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Resource Loading First, Build your Gantt Chart to resemble figure 6-10, exclude
resources for now.
Be sure to:• Mark “Scheduling Shoots” a summary task• Use the Gantt Chart Wizard to Show Finish dates of tasks &
Milestones• Add WBS Codes
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Resource Loading
Now Create a Resource list
• Go to the View Bar• Select Resource Sheet
A chart will appear:
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Resource Loading Creating a Resource list
• First, enter in each individual Resource Name from the Action Plan (figure 6-10) • Assign Each individual Resource a Unique Initial • Transfer Standard & Overtime Rates from Table 6-5 to appropriate
Resource, Table should resemble below:
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Resource Loading Assigning a Resource to a Task
• Refer back to Gantt View• Under WBS 2 (Scriptwriting), Go to Resource Names• There is now a drop down with Resource Names, select Scriptwriter
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Resource Loading Assigning Multiple Resources to a Task
• Double click anywhere on the appropriate task row (propose shoots) • The Task Information Box will appear:
• Select the Resources Tab
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Resource Loading Assigning Multiple Resources to a Task
• Under Resource Name, add each Resource Needed• Then select OK
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Resource Loading Assigning Multiple Resources to a Task
• Under Resource Name, add each Resource Needed• Then select OK
The Gantt Table should now looks as follows:
* Task 11 shooting, should include the Editor, not scriptwriter(typo)
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Resource CalendarsCreating a Resource Calendar
As mentioned in the text, some of the resources have a schedule that does not follow MSP’s Standard Calendar. We can create a resource Calendar for these Resources. (Refer to Table 6-4) • Go to Tools• Select Change Working Time…
In the Change Working Time Box, under the For calendar dropdown, notice that each Resource Name has been added. First Select Scriptwriter
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Resource CalendarsCreating a Resource Calendar
The Scriptwriter works one hour later (6: 00 p.m.) and one extra day of the week (Saturday)• Select the Work Weeks Tab • With Default Line 1 selected, click details
• Highlight all working days (Monday-Saturday)• Set Days to the Specific work
times • Change to end at 6:00 p.m.• Click OK
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Resource CalendarsCreating a Resource Calendar
A warning that the fixed-duration of tasks assigned to this resource will be changed. Click ok
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Resource CalendarsCreating a Resource Calendar
The Client works a standard schedule except for a vacation scheduled for March 13-March 26. Create a calendar for this Resource:• Go to Tools, Select Change Working Time, and select Client from
the “For Calendar” Dropdown
• Choose the Exceptions Tab • Enter in Vacation• Include Start and Finish Dates• Click OK
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Resource CalendarsCreating a Resource Calendar
A warning that the fixed-duration of tasks assigned to this resource will be changed. Click ok
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Resource CalendarsCreating a Resource Calendar
Create a calendar for the Editing Room • Under Working Weeks Tab• Set days Monday- Friday• Set Times from 9:30 a.m. – 3 p.m.• Select OK to the same
warning about changes in duration
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Resource CalendarsCreating a Resource Calendar
In the Gantt Chart View, we can see that the end date has been changed to 5/17 to accommodate for new resource calendars.
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Resource LevelingView the Resource Loading Chart
To view the Resource Loading Chart:• On the View bar click Resource Usage
Resource Loading Chart• Timescale can be
adjusted just as the Gantt Chart was.• Resources in bold are
over-allocated.
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Resource LevelingView Over-Allocated resources
To view Resources that are over-allocated:• Click on the More Views button on the View Bar• Choose Resource Allocation• Select an over-allocated resource (Scriptwriter)
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Resource LevelingView Over-Allocated resources
Filter for only Over allocated Resources• Go to Project, Filtered for:• Select Over allocated Resources
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Resource LevelingView Over-Allocated resources
Viewing Over-allocated resources graphically: • Click on Resource Graph • Adjust the Timescale for the graph as we
did with the Gantt chart
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Resource LevelingLeveling Resources
To Level Resources:• Go to Tools• Select Level Resources
This will bring up the Resource Leveling Dialogue
box
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Resource LevelingLeveling Resources
To Level Resources:• Select Automatic
Leveling Calculations • For this example, we
want to Look for over-allocations on a Day by Day basis. • Level entire project • Level only within
available slack
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Resource LevelingLeveling Resources
This particular project has been leveled for all tasks but individual tasks can also be leveled over the entire
project or over a designated time span.
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Project StatusProject Status & The Earned Value Report
Entering Actuals into our report to track project status*Before Tracking a Project’s Status, save it, this will be your
“Baseline” or snapshot or project Plan
Set Baseline: • Tools • Tracking• Set Baseline• Set Baseline to Entire Project
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Project StatusProject Status & The Earned Value Report
Entering “Actuals” into our report to track project status
Select Tracking Gantt from View Bar: • Insert the Actual & Baseline Start & Finish Columns
if needed. • Also insert Actual & Baseline Duration if needed.• Plug in Actual Start & Finish Dates, Actual Duration,
Cost, and Work should adjust accordingly.
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Project StatusProject Status & The Earned Value Report
Viewing the Earned Value Report of a Project
Click on the upper left corner of the Task Sheet so the entire project is highlighted
• Right Click • Select More Tables from the menu• Select Earned Value• Click Apply
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Project StatusProject Status & The Earned Value Report
Viewing the Earned Value Report of a Project
Your Earned Value Report can be given from your Project Status and will adjust according to the actuals
you put it.
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Project StatusThe Earned Value Report can also be exported to an Excel Graph
• Go to Report• Choose Visual Reports…
On the Visual Reports dialogue box • Select the Expected Value
Over Time Report • Click View
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Project Status
The auto-leveling and tracking options are an effective tool for Project Managers and should be explored
further.