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Joel Saren's class of how to use MS Project

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04/07/2023 Joel Saren ©20111

Working with MSProject

Project Management is a culture not a process

04/07/2023 Joel Saren ©20112

Owners of the Plan

Who owns the project plan? You do! (why? - See AMEX) There is only one version of the project plan

and you have it. Case Study #2

Project Management is a culture not a process

04/07/2023 Joel Saren ©20113

MS Project Cheat Sheet

Enter project information (such as the start date, Project Name, Turn on Summary Task Set up your resources in Resource Sheet Set up your work calendar. Create tasks, choosing the scheduling method and task type settings and entering

information about durations. Create milestones (tasks with zero duration) in your project. Organize your tasks into phases, using Project's outline structure. Establish dependencies among tasks, adding constraints if appropriate. Create resources, assigning cost/rate and resource calendar information. Assign resources to tasks. Resolve resource conflicts. Review the total duration and cost of the project, making adjustments if necessary. After plan is approved - Lock the baseline

Project Management is a culture not a process

04/07/2023 Joel Saren ©20114

MS Project Cheat Sheet

Enter project information (such as the start date, Project Name, Turn on Summary Task (Where and how?) File/Options/Advanced

Project Management is a culture not a process

04/07/2023 Joel Saren ©20115

F/S, S/S, F/F

All tasks CAN BE linear or Some tasks can be linear or Both Some tasks can be:

– Finish/Start– Start/Start– Finish/Finish

Project Management is a culture not a process

04/07/2023 Joel Saren ©20116

F/S, S/S, FF

Finish/StartWork package 2 startsafter 1 ends.

Start/StartThe work packagesSTART at the sameTime.

Finish/FinishThe work packagesFINISH at the same time.

Project Management is a culture not a process

04/07/2023 Joel Saren ©20117

F/S, S/S, FF and lags

Finish/Start (FS+1W)Work package 2 startsafter 1 ends + 1 week

Start/Start (SS+1D)The work packagesSTART at the sameTime + 1 DAY

Finish/Finish(FF+1H)The work packagesFINISH at the same time + 1 hour or maybe -1hr.

Project Management is a culture not a process

04/07/2023 Joel Saren ©20118

Fast Tracking and Lags

Starting one task before the predecessor is Finished is Fast Tracking

A Lag is: – F/S – 1day– S/S + 1 hour– F/F + 1 hour

Project Management is a culture not a process

04/07/2023 Joel Saren ©20119

Dates

Only “1” date should be entered in a project plan (Project Start Date)*

NEVER – NEVER – NEVER enter any other date !!!

All other dates should be a result of Predecessors and successor dependencies

* Exception (e.g. training, hardware delivery, 3rd party products)

Entered dates are called CONSTRAINT DATES

Project Management is a culture not a process

04/07/2023 Joel Saren ©201110

Dates (this is important)

MS Project uses three sets of dates and they are LINKED – CONNECTED TO EACH OTHER!

1. Start (aka) Scheduled Start & Finish (aka) Scheduled Finish

2. Actual Start & Finish

3. Baseline Start and Finish Also linked to these dates is % Complete NEVER NEVER NEVER enter a date manually (constraint date)

Project Management is a culture not a process

04/07/2023 Joel Saren ©201111

Dates

All project dates should be a result of previous tasks. Tasks need to be linked and rely on F/S, S/S, F/F. Using Lags +/-

Project Management is a culture not a process

04/07/2023 Joel Saren ©201112

Sample plan

Project Management is a culture not a process

04/07/2023 Joel Saren ©201113

Sample plan

Project Management is a culture not a process

04/07/2023 Joel Saren ©201114

Dates

All project dates should be a result of previous tasks.

Tasks need to be linked and rely on F/S, S/S, F/F.

Using Lags +/-

Project Management is a culture not a process

04/07/2023 Joel Saren ©201115

Working with Dates in MSProject

Start/Finish (Scheduled Start/Finish) % Complete

Actual Start/Finish Baseline1 Start/Finish

Project Management is a culture not a process

04/07/2023 Joel Saren ©201116

Resources

Resources need $ Resources need Units The Project Manager needs to manage the

Working Calendar (Time Off, Holidays, Vacations, etc) It affects deliverables. (a 9 hour task for Friday will take until Monday)

Project Management is a culture not a process

04/07/2023 Joel Saren ©201117

Assigning Resources

Available project hours To Summary Tasks (NOT) ???? Resource Leveling Resource Usage/Resource Graphs

Project Management is a culture not a process

04/07/2023 Joel Saren ©201118

Customizing MSProject

Project Management is a culture not a process

04/07/2023 Joel Saren ©201119

Baselining, Locking the Baseline

Setting the Baseline protects the Project Manager

Resetting the Baseline should never be done unilaterally by the Project Manager. Should only be done with stakeholder and customer’s approval

The Baseline dates is your protection

Project Management is a culture not a process

04/07/2023 Joel Saren ©201120

Metrics

Not possible w/o locking baseline SV CPI EV BCWS ACWP

Project Management is a culture not a process

04/07/2023 Joel Saren ©201121

Surprise!

NO SURPRISES!!!! Everyone talks to everyone else. Your team communicates with you and you

communicate with them. You communicate with your customer Everyone knows everything NO SURPRISES!!!!

Project Management is a culture not a process

04/07/2023 Joel Saren ©201122

Discussion

• What is the most important part of a project?

Project Management is a culture not a process

04/07/2023 Joel Saren ©201123

My Grandson’s swing set

Project Management is a culture not a process

04/07/2023 Joel Saren ©201124

Recommended reading

• Delivering Project Excellence with the Statement of Work, Michael G. Martin

• Earned Value Project Management, Fleming & Hoppelman

• The Mythical Man-month, Frederick Brooks, Jr

• Applied Software Measurement, Capers Jones

• Assessment and Control of Software Risks, Capers Jones

Project Management is a culture not a process

04/07/2023 Joel Saren ©201125

Feedback

• Improvement process, please email me Joel@JSaren.com class comments.

• What did we do that you wish we spent more time on?• What did we do that you think we spent too much time on?• What didn’t we do that you wish we did do?• What did we do good?• What did we not do good?• Would you recommend this class to others?• Are there any other project management classes you would

like to take?

Project Management is a culture not a process

04/07/2023 Joel Saren ©201126

Wrap up

• Thank you all for being great participants.• I am humbled and honored to be allowed to come

to this part of the world and work with you.• I am open to hearing from you. Joel@JSaren.com• Other resources:• WWW.PMI.ORG• WWW.ASAPM.ORG• WWW.PMBOULEVARD.COM • WWW.PMLINK.ORG

Project Management is a culture not a process

04/07/2023 Joel Saren ©201127

Questions?

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