View
1
Download
0
Category
Preview:
Citation preview
MPUG Western NY Chapter --- September 10, 2013
Angelo Arcoleo, PMP / Nick Campanis, PMP 1
Overview:
This presentation will demonstrate how to quickly build a Master
Schedule combining multiple projects into one master file.
We will also address actual project issues attendees are trying to
resolve at work using Microsoft Project as well as MSP tips and tricks.
Learning Objectives:
During this event, you will learn How to create links between projects
as well as Analyze & Report on Multiple Projects as one Portfolio.
*
MPUG Western NY Chapter --- September 10, 2013
2
*Different names:
• Master Schedule
• Master Shell
• Master Project (and subprojects)
• Consolidated Project
*Master Schedule: A Microsoft Project file that
consists of multiple embedded Microsoft project
files (a.k.a. subprojects)
*
MPUG Western NY Chapter --- September 10, 2013
3
**2 ways to depict a master/subproject relationship
“On the Fly” * Planned using a Std Template
Simple More planning & thought required
Quick
Can be simple if you use a
Standard template w/custom
views and fields
Limited uses – Using Out-of-the-
box fields & views
Very flexible & able to handle
many queries
* can introduce degree of flexibility by using the Organizer to
copy desired common views & fields across all files
MPUG Western NY Chapter --- September 10, 2013
4
*
*A Microsoft Project file that is comprised of
Common Custom:
*Views (including Tables, Filters & Groups),
*Fields and
*Calendars
*Templates should be applied to all projects
(Master & Sub) where consolidated information is
desired.
*There are no tasks in this ‘standard’ template.
MPUG Western NY Chapter --- September 10, 2013
5
*
* This program involves making production equipment
(project A – EM [Equipment Manufacturing]) and getting
it up & running in a renovated facility (project B – FG
[Facility Group])
* There are two accountable Project Managers needing to
control their schedules, and a Program Manager
needing to analyze the overall program.
* Project Managers need to manage their own schedule
while the Program Manager needs to analyze both
project schedules at the same time. E.G. What is the
Program Critical Path?
MPUG Western NY Chapter --- September 10, 2013
6
*
*Approach 1 – “On the Fly” View > New Window
*Approach 2 – Planned using Standard Template
Project > Insert Subproject
MPUG Western NY Chapter --- September 10, 2013
“On the Fly” Planned using a Std. Template
Simple More planning & thought required
Quick
Can be simple if you use a
Standard template w/custom
views and fields
Limited uses – Using Out-of-the-
box fields & views
Very flexible & able to handle
many queries
7
Sub-Project Schedule
project A – EM
[Equipment
Manufacturing
*
MPUG Western NY Chapter --- September 10, 2013
Master Schedule
Sub-Project Schedule Sub-Project Schedule
project B – FG
[Facilities Group]
In preparation, for either approach, a best practice is to identify the
Giver and Receiver dependencies between the sub-projects ---- capture
via a G/R ID (e.g. Text7 field) 8
MPUG Western NY Chapter --- September 10, 2013
1. Open the subproject files
Note that each project displays its own critical path
9
MPUG Western NY Chapter --- September 10, 2013
2. Create a New Window – from one of the subproject files, View tab
3. Select the subproject files
from the “New Window”
dialog box and click “OK”
to create the Master Schedule
view
10
MPUG Western NY Chapter --- September 10, 2013
The Master Schedule, shown as first created
Notes: 1) The program critical path is now depicted based on the subproject with the longest path
2) IDs are not unique (but rather carried over from each subproject)
3) No interdependencies (Links) are reflected in the overall program.
11
MPUG Western NY Chapter --- September 10, 2013
4. Prepare Master Schedule for creating subproject interdependencies
(Links) to further analyze a true program critical path.
• Insert the Text field (e.g. Text7) – defined as suggested during preparation
• Re-name the Text field as “G/R ID” – Giver/Receiver Identifier
12
MPUG Western NY Chapter --- September 10, 2013
5. Create links between subprojects via Giver and Receiver logic • Sort by the “G/R ID” (e.g. Text7) field; uncheck the “Keep outline structure” box
• Highlight each G/R pair and link
• Re-sort by the “ID” field 13
MPUG Western NY Chapter --- September 10, 2013
6. Completed Program Critical Path
14
MPUG Western NY Chapter --- September 10, 2013
1. Open subproject files built using the Standard Template
Note that each project displays its own critical path and template columns
15
MPUG Western NY Chapter --- September 10, 2013
2. Create Master Schedule by opening Standard Template, choosing File >
Save As and re-naming file “Master Schedule”
16
3. Insert Existing Projects into Master Schedule – Project > Insert Subproject
MPUG Western NY Chapter --- September 10, 2013
4. Select the subproject files from the “Insert Project” dialog box and click
“Insert” to create the Master Schedule view
17
MPUG Western NY Chapter --- September 10, 2013
5. The Master Schedule, shown as first created using the std. template
Notes: 1) The program critical path is now depicted based on the subproject with the longest path
2) PS-UID is depicted and IDs are not unique (but rather carried over from each subproject)
3) No interdependencies (Links) are reflected in the overall program.
18
MPUG Western NY Chapter --- September 10, 2013
6. Prepare Master Schedule for creating subproject interdependencies
(Links) to further analyze a true program critical path.
7. Create links between subprojects via Giver and Receiver logic • Sort by the “G/R ID” (Text7) field; uncheck the “Keep outline structure” box
19
MPUG Western NY Chapter --- September 10, 2013
• Highlight each G/R pair and link
• Re-sort by the “ID” field 20
MPUG Western NY Chapter --- September 10, 2013
8. Completed Program Critical Path
21
MPUG Western NY: How to Build a Master Schedule Combining Multiple Projects into One Master File
September 10, 2013 5:30-7pm
Microsoft Rochester Office
Event Description:
This workshop will demonstrate how to quickly build a Master Schedule combining multiple projects into one master file. This
is a brief overview of a more in-depth 4 hour Workshop Planned for January 2014. We will also address actual project issues
attendees are trying to resolve at work using Microsoft Project as well as MSP tips and tricks.
Learning Objectives:
During this event, students will learn How to create links between projects as well as Analyze & Report on Multiple Projects
as one Portfolio.
About the Presenters:
Nick Campanis, is a PMP with 20+ years of project management experience in planning and implementing a variety of new,
multi-million dollar product introductions, ranging from small to larger complex products for the Consumer, Commercial and
Healthcare industries. Nick's passion for project management extends into volunteer efforts as well as various speaking
engagements and published articles. Nick is a Project Manager at Bausch & Lomb.
Angelo Arcoleo is a PMP with 30+ years of experience in engineering, project management, planning and training. He
leads projects and teams to plan and execute critical projects utilizing his experience, quiet-leadership, passion and
versatility to work with anyone. He is a professionally trained Civil Engineer and has a BS degree from the Rochester
Institute of Technology. Angelo is a Master Scheduler for Exelis – Geospatial Systems Division; Orange Belt in Microsoft®
Office Project; and President of MPUG (Microsoft® Project Users Group).
MPUG Western NY Chapter --- September 10, 2013
22
*
*Angelo Arcoleo, PMP
Project Controls Engineer / Master Scheduler, Program
Planning
ITT Exelis - Geospatial Systems
Phone: 585-269-7806
E-mail: angelo.arcoleo@exelisinc.com
*Nick Campanis, PMP
Project Manager
Valeante Pharmaceutical International – Bausch+Lomb
Phone: 585-338-8032
E-mail: nacampanis@gmail.com
MPUG Western NY Chapter --- September 10, 2013
23
MPUG Western NY Chapter --- September 10, 2013
8. Completed Program Critical Path
Old-delete?
24
Recommended