what to do to schedule your projects like a pro€¢ project manager training • review scheduled...
TRANSCRIPT
![Page 1: What to Do to Schedule Your Projects Like a Pro€¢ Project Manager training • Review Scheduled Dates for each project • Determine which projects should have the schedule reviewed](https://reader036.vdocuments.us/reader036/viewer/2022062600/5aed21bd7f8b9ae5318fd797/html5/thumbnails/1.jpg)
TitleOp)onA
WhattoDotoScheduleYourProjectsLikeaProPresenter:JaniceCaler,PMP,CPBPM–Solu)onArchitect
![Page 2: What to Do to Schedule Your Projects Like a Pro€¢ Project Manager training • Review Scheduled Dates for each project • Determine which projects should have the schedule reviewed](https://reader036.vdocuments.us/reader036/viewer/2022062600/5aed21bd7f8b9ae5318fd797/html5/thumbnails/2.jpg)
Onaverage,largescaleITprojectswerefoundtorun45%overbudget,7%over<meanddeliver56%less
value.(McKinsey&Company/UniversityofOxford,2012)
![Page 3: What to Do to Schedule Your Projects Like a Pro€¢ Project Manager training • Review Scheduled Dates for each project • Determine which projects should have the schedule reviewed](https://reader036.vdocuments.us/reader036/viewer/2022062600/5aed21bd7f8b9ae5318fd797/html5/thumbnails/3.jpg)
Keytopics
1. Howdotaskproper)escontributetoasuccessfulschedule?
2. Whydoesthetasktypeimpacttheschedule?3. Howistheprojectbudgetimpactedbytasks?4. Whatarebestprac)cesforusingProjectTransit?
![Page 4: What to Do to Schedule Your Projects Like a Pro€¢ Project Manager training • Review Scheduled Dates for each project • Determine which projects should have the schedule reviewed](https://reader036.vdocuments.us/reader036/viewer/2022062600/5aed21bd7f8b9ae5318fd797/html5/thumbnails/4.jpg)
Taskproper)es
Theinterac)onbetweentaskaQributesandproper)escontrolswhathappensinaprojectschedule.• AQributes– Type– Assignees
• Proper)es– PlannedWork– Dura)on– ResourceAlloca)onunits
![Page 5: What to Do to Schedule Your Projects Like a Pro€¢ Project Manager training • Review Scheduled Dates for each project • Determine which projects should have the schedule reviewed](https://reader036.vdocuments.us/reader036/viewer/2022062600/5aed21bd7f8b9ae5318fd797/html5/thumbnails/5.jpg)
Tasktype Assignees
AQributes
• Determineshowachangeimpactsthetask.• Specifiedattaskcrea)on,impactonlywhenassigneesareadded.• DefaultisFixedDura+onandremainsthedefaultun)lchanged.
• Taskassigneesperformthework.• Addingassigneesimpactsthetaskplannedwork,dura)onorresourcealloca)onunits.• Whenadded,theirworkweekcalendarandanycalendarexcep)onsimpactthe)metheycanspend.
![Page 6: What to Do to Schedule Your Projects Like a Pro€¢ Project Manager training • Review Scheduled Dates for each project • Determine which projects should have the schedule reviewed](https://reader036.vdocuments.us/reader036/viewer/2022062600/5aed21bd7f8b9ae5318fd797/html5/thumbnails/6.jpg)
Proper)es
• Thenumberofhoursofworkrequiredtocompletethetask.
• Avaluecaneitherbe:– Manuallyentered– BasedonthetaskDura)on,Type,andthenumberofassignees.
• Assigningaddi)onalteammembersincreasestheplannedwork.
• Thenumberofdaystocompleteatask.
• IfDura)onischanged,PlannedFinishadjusts.
• Note:Ataskwithadura)onof0isamilestonetask.
• Thepercentageofaresource'savailable)methatwillbeusedtoworkonatask.
• Totalavailable)meisdeterminedbytheDap)vPPMworkweekcalendar.
Thesethreeproper)esinteract,basedontasktypeandassignees.
Plannedwork Dura)on Units
![Page 7: What to Do to Schedule Your Projects Like a Pro€¢ Project Manager training • Review Scheduled Dates for each project • Determine which projects should have the schedule reviewed](https://reader036.vdocuments.us/reader036/viewer/2022062600/5aed21bd7f8b9ae5318fd797/html5/thumbnails/7.jpg)
Calcula)ons
Whenatask’spropertyischanged,theotherproper)esarerecalculated:• PlannedWork=Dura)onxUnits
Where:• PlannedWork=es)matedtotalnumberofhourstocompletethetask• Dura)on=differencebetweenthetaskPlannedStartandPlannedFinishdates• Units=percentageofaresource’s)mespentworkingonthetask(AssignmentUnits)
![Page 8: What to Do to Schedule Your Projects Like a Pro€¢ Project Manager training • Review Scheduled Dates for each project • Determine which projects should have the schedule reviewed](https://reader036.vdocuments.us/reader036/viewer/2022062600/5aed21bd7f8b9ae5318fd797/html5/thumbnails/8.jpg)
Demo
|©2017Changepoint8
![Page 9: What to Do to Schedule Your Projects Like a Pro€¢ Project Manager training • Review Scheduled Dates for each project • Determine which projects should have the schedule reviewed](https://reader036.vdocuments.us/reader036/viewer/2022062600/5aed21bd7f8b9ae5318fd797/html5/thumbnails/9.jpg)
Keytopics
1. Howdotaskproper)escontributetoasuccessfulschedule?
2. Whydoesthetasktypeimpacttheschedule?3. Howistheprojectbudgetimpactedbytasks?4. Whatarebestprac)cesforusingProjectTransit?
![Page 10: What to Do to Schedule Your Projects Like a Pro€¢ Project Manager training • Review Scheduled Dates for each project • Determine which projects should have the schedule reviewed](https://reader036.vdocuments.us/reader036/viewer/2022062600/5aed21bd7f8b9ae5318fd797/html5/thumbnails/10.jpg)
Impactoftasktypeoncalcula)on
Tasktypedefineswhichtaskpropertyremainsfixedinthecalcula)on:• FixedUnits—taskresourcealloca)onunitsarefixed• FixedWork—plannedworkisfixed• FixedDura)on—taskdura)onisfixed• EffortDriven—theamountofworkremainsconstantforatask
|©2017Changepoint10
![Page 11: What to Do to Schedule Your Projects Like a Pro€¢ Project Manager training • Review Scheduled Dates for each project • Determine which projects should have the schedule reviewed](https://reader036.vdocuments.us/reader036/viewer/2022062600/5aed21bd7f8b9ae5318fd797/html5/thumbnails/11.jpg)
Taskassignmentimpact
Whentasksareassigned,taskschedulesareadjustedbasedonanumberoffactors,including:• WorkweekCalendar• NonworkingTime• Dependencies• Constraints• TaskType
|©2017Changepoint11
![Page 12: What to Do to Schedule Your Projects Like a Pro€¢ Project Manager training • Review Scheduled Dates for each project • Determine which projects should have the schedule reviewed](https://reader036.vdocuments.us/reader036/viewer/2022062600/5aed21bd7f8b9ae5318fd797/html5/thumbnails/12.jpg)
Effort-driventaskassignmentimpact
• Assigningmoreteammembersdecreasesthetaskdura)on• Resourcealloca)onunitsdecrease• Plannedworkremainsthesame
• Removingteammembersincreasesthetaskdura)on• Resourcealloca)onunitsincrease• Plannedworkremainsthesame
Addingteammembers Removingteammembers
![Page 13: What to Do to Schedule Your Projects Like a Pro€¢ Project Manager training • Review Scheduled Dates for each project • Determine which projects should have the schedule reviewed](https://reader036.vdocuments.us/reader036/viewer/2022062600/5aed21bd7f8b9ae5318fd797/html5/thumbnails/13.jpg)
Demo
|©2017Changepoint13
![Page 14: What to Do to Schedule Your Projects Like a Pro€¢ Project Manager training • Review Scheduled Dates for each project • Determine which projects should have the schedule reviewed](https://reader036.vdocuments.us/reader036/viewer/2022062600/5aed21bd7f8b9ae5318fd797/html5/thumbnails/14.jpg)
Keytopics
1. Howdotaskproper)escontributetoasuccessfulschedule?
2. Whydoesthetasktypeimpacttheschedule?3. Howistheprojectbudgetimpactedbytasks?4. Whatarebestprac)cesforusingProjectTransit?
![Page 15: What to Do to Schedule Your Projects Like a Pro€¢ Project Manager training • Review Scheduled Dates for each project • Determine which projects should have the schedule reviewed](https://reader036.vdocuments.us/reader036/viewer/2022062600/5aed21bd7f8b9ae5318fd797/html5/thumbnails/15.jpg)
Resourcerequirements
• Resourcetype:– Hoursfortheresourcerequirements
– Es)matedlaborcost– Totalplannedlaborcost• Workspacemember:– Hoursfortheresourcerequirements
– Es)matedlaborcost– Totalplannedlaborcost
![Page 16: What to Do to Schedule Your Projects Like a Pro€¢ Project Manager training • Review Scheduled Dates for each project • Determine which projects should have the schedule reviewed](https://reader036.vdocuments.us/reader036/viewer/2022062600/5aed21bd7f8b9ae5318fd797/html5/thumbnails/16.jpg)
Calculatedfields-laborcost
• Es)matedlaborcost:– Thetotales)matedinternalcostoftheworkspace
– Thesumof[(resourcetype'sinternalrate)*(requirementhours)]
• Totalplanned(scheduled)laborcost:– Thetotalplannedinternallaborcostoftheworkspace[sumof(totaltaskplannedwork*internalbillingratesoftaskassignees)].
![Page 17: What to Do to Schedule Your Projects Like a Pro€¢ Project Manager training • Review Scheduled Dates for each project • Determine which projects should have the schedule reviewed](https://reader036.vdocuments.us/reader036/viewer/2022062600/5aed21bd7f8b9ae5318fd797/html5/thumbnails/17.jpg)
Calculatedfields-laborcost
• TotalEs)matedCost– Thesumof[(Es)matedLaborCost)+(Es)matedExpenses)]ofaworkspace
• TotalActualLaborCost– Thesumof[(actualworkhoursforalltasks)*(internalbillingrateforalltaskassignees)]
![Page 18: What to Do to Schedule Your Projects Like a Pro€¢ Project Manager training • Review Scheduled Dates for each project • Determine which projects should have the schedule reviewed](https://reader036.vdocuments.us/reader036/viewer/2022062600/5aed21bd7f8b9ae5318fd797/html5/thumbnails/18.jpg)
Calculatedfields-laborrevenue
• Es)matedLaborRevenue– Thetotales)matedbillablelaborrevenueofworkspace
– Thesumof[(requirementrate)*(requirementhours)]
– Orifthereisnorequirementrate:thesumof[(resourcetype'sexternalrate)*(requirementhours)]
![Page 19: What to Do to Schedule Your Projects Like a Pro€¢ Project Manager training • Review Scheduled Dates for each project • Determine which projects should have the schedule reviewed](https://reader036.vdocuments.us/reader036/viewer/2022062600/5aed21bd7f8b9ae5318fd797/html5/thumbnails/19.jpg)
Calculatedfields-laborrevenue
• Totalplanned(scheduled)laborrevenue:– Totalplannedbillablerevenueofaworkspace
– Thesumof[(taskplannedwork)*(externalbillingrate)]
![Page 20: What to Do to Schedule Your Projects Like a Pro€¢ Project Manager training • Review Scheduled Dates for each project • Determine which projects should have the schedule reviewed](https://reader036.vdocuments.us/reader036/viewer/2022062600/5aed21bd7f8b9ae5318fd797/html5/thumbnails/20.jpg)
Keytopics
1. Howdotaskproper)escontributetoasuccessfulschedule?
2. Whydoesthetasktypeimpacttheschedule?3. Howistheprojectbudgetimpactedbytasks?4. Whatarebestprac)cesforusingProjectTransit?
![Page 21: What to Do to Schedule Your Projects Like a Pro€¢ Project Manager training • Review Scheduled Dates for each project • Determine which projects should have the schedule reviewed](https://reader036.vdocuments.us/reader036/viewer/2022062600/5aed21bd7f8b9ae5318fd797/html5/thumbnails/21.jpg)
ProjectTransitProjectTransitisaDap)vdesktopapplica)onthatintegrateswithMicrosom®ProjectsoprojectmanagerscansynchronizeaMicrosomProjectschedulewithaPPMWorkspacetaskschedule.Thiscombina)ongives:• projectmanagerstheflexibilityofMicrosomProjectforplanning,crea)ng,andmodifyinglarge
schedules• teammembersandmanagersreal-)meaccesstothescheduleinPPMfortaskupdates,
collabora)on,andprojecttrackingRunProjectTransitfromwithinMicrosomProjecttosynchronizeschedules.
![Page 22: What to Do to Schedule Your Projects Like a Pro€¢ Project Manager training • Review Scheduled Dates for each project • Determine which projects should have the schedule reviewed](https://reader036.vdocuments.us/reader036/viewer/2022062600/5aed21bd7f8b9ae5318fd797/html5/thumbnails/22.jpg)
Tips Tricks
ProjectTransit)psandtricks
• MSProjectActualStart,ActualFinishandActualWorkfields.
• Number10customfield
• Mappingaresourceisaone-to-oneprocess
• Mappinguser-resourcesnotresourcetypes
• AddPPMuserstoyourPPMprojectbeforesynchroniza)on
• MSProjectresourcesandPPMresourceshavedifferentworkcalendars
• SetyourdefaulttasktypetoFixedDura)onorFixedWork,withaconstraintof“AsSoonAsPossible”.
• Addthe“Work”column,soyoucaneasilymanipulateworkvs.dura)oninyourschedule.
• Trytokeepworkinwholehours.• Donotbreakthesynchroniza)onlink(overridecheckout).Ifthesynchroniza)onlinkisbroken,either:– Establishanewlinktotheexis)ngPPMworkspacewitha
newblankMicrosomProjectfile.ThiswillpreserveanyActualWorkthathasbeencapturedinPPM.
– EstablishanewlinkfromthecurrentMicrosomProjectfiletoanewblankworkspaceinPPM.
![Page 23: What to Do to Schedule Your Projects Like a Pro€¢ Project Manager training • Review Scheduled Dates for each project • Determine which projects should have the schedule reviewed](https://reader036.vdocuments.us/reader036/viewer/2022062600/5aed21bd7f8b9ae5318fd797/html5/thumbnails/23.jpg)
Howwillyougetstarted?
![Page 24: What to Do to Schedule Your Projects Like a Pro€¢ Project Manager training • Review Scheduled Dates for each project • Determine which projects should have the schedule reviewed](https://reader036.vdocuments.us/reader036/viewer/2022062600/5aed21bd7f8b9ae5318fd797/html5/thumbnails/24.jpg)
Mondaymorning Next90days Next12months
Yourac)onplan
• Determinestar)ngpointbasedonmostpressingneed:
• ProjectManagertraining
• ReviewScheduledDatesforeachproject
• Determinewhichprojectsshouldhavetheschedulereviewed
• ProjectManagertrainingcompleted
• Exis)ngprojectscheduleshavebeenreviewed
• Schedulesmodifiedasneeded
• Exis)ngtemplatedmodified
• RefresherProjectManagertrainingscheduled
• Establishperiodicreviewofprojectschedules
![Page 25: What to Do to Schedule Your Projects Like a Pro€¢ Project Manager training • Review Scheduled Dates for each project • Determine which projects should have the schedule reviewed](https://reader036.vdocuments.us/reader036/viewer/2022062600/5aed21bd7f8b9ae5318fd797/html5/thumbnails/25.jpg)
Howwillyougetstarted?
![Page 26: What to Do to Schedule Your Projects Like a Pro€¢ Project Manager training • Review Scheduled Dates for each project • Determine which projects should have the schedule reviewed](https://reader036.vdocuments.us/reader036/viewer/2022062600/5aed21bd7f8b9ae5318fd797/html5/thumbnails/26.jpg)
Mondaymorning Next90days Next12months
Yourac)onplan
• Determinestar)ngpointbasedonmostpressingneed
• ProjectManagertraining
• ReviewScheduledDatesforeachproject
• Determinewhichprojectsshouldhavetheschedulereviewed
• ProjectManagertrainingcompleted
• Exis)ngprojectscheduleshavebeenreviewed
• Schedulesmodifiedasneeded
• Exis)ngtemplatedmodified
• RefresherProjectManagertrainingscheduled
• Establishperiodicreviewofprojectschedules
![Page 27: What to Do to Schedule Your Projects Like a Pro€¢ Project Manager training • Review Scheduled Dates for each project • Determine which projects should have the schedule reviewed](https://reader036.vdocuments.us/reader036/viewer/2022062600/5aed21bd7f8b9ae5318fd797/html5/thumbnails/27.jpg)
Addi)onalresources
|©2017Changepoint27
• Contactcustomersuccessmanager• Leveragecustomerenablementteamforonsiteconsul)ng• AdvancedTaskProper)esvideo-hQps://changepoint.wis)a.com/medias/l1c8hbq5ed• Dap)vPPMProjectTransitmanual• Customercareteam
![Page 28: What to Do to Schedule Your Projects Like a Pro€¢ Project Manager training • Review Scheduled Dates for each project • Determine which projects should have the schedule reviewed](https://reader036.vdocuments.us/reader036/viewer/2022062600/5aed21bd7f8b9ae5318fd797/html5/thumbnails/28.jpg)
Pleasefilloutthesurvey!
• Wewantyourfeedback!• WinanAmazonEchoShow• EachsurveysubmiQed=achancetowin• 1stdrawing–FiresidechatonDay2• 2nddrawing–LocknoteattheendofDay2
|©2017Changepoint28
![Page 29: What to Do to Schedule Your Projects Like a Pro€¢ Project Manager training • Review Scheduled Dates for each project • Determine which projects should have the schedule reviewed](https://reader036.vdocuments.us/reader036/viewer/2022062600/5aed21bd7f8b9ae5318fd797/html5/thumbnails/29.jpg)
Ques)ons?
![Page 30: What to Do to Schedule Your Projects Like a Pro€¢ Project Manager training • Review Scheduled Dates for each project • Determine which projects should have the schedule reviewed](https://reader036.vdocuments.us/reader036/viewer/2022062600/5aed21bd7f8b9ae5318fd797/html5/thumbnails/30.jpg)