DC Program and Project Managers Meeting #2
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1 + Trevor Lowing DC Program and Project Managers Meeting #2 Session 1: Planning projects with MS Project Session 2: Workshop: Generating Reports with MS Project and Visual Basic for Applications / VBA
2 + Intro: Trevor Lowing n 15+ Years Project Management Experience n PMP, FAC P/PM IT Level 3 and SCM n IT Professional n Agile and Open Source Advocate n Projects from Government n Aircraft Carrier Overhaul and Submarine Construction (CVN 681 & Seawolf) n Fleet Ballistic Missile Facility Construction n Nuclear Weapons Security n Manpower Decision Support Software n XML Schema Development (MASINT XML) n Content Management Systems n Projects from Private Industry n IT Infrastructure n Cloud Migration n PaaS, SaaS Migration n Automation
3 + Intros n Quick Note from Sponsor n Name n Occupation/Federal or Civilian n Reason for Attandance / Interests
4 + Session 1 Overview n What is a Project? n Creating a New Project n Project Settings n Creating the project plan n Q & A Obtaining MS Project MS Home Use Program: 60 Day Demo on Miscorsoft.com
5 + What is a Project? Project: A temporary Endeavour undertaken to create a unique product, service or result. 1. Begin and end date. 2. Time-phased budget 3. Consume resources 4. Has deliverables 5. Has acceptance criteria Project Plan = What & How Project Schedule = When Project Budget = Time Phased Costs Should be developed IN THAT ORDER Can be managed in MS Project
6 + Creating a Project n "Your First Project" is to "Paint your home n Identify Tasks: n Identify activity n Sequence activities n Estimate Resources n Estimate Duration n Build schedule Start Project Design Project Determine Primary Color Determine Trim Color Determine Total Paint Area Procure Materials Buy Paint Borrow Tools Stage tools and materials Tape windows/trim Lay down paint cloth Move ladder Paint Walls Paint Second Coat Paint Trim Wash tools Finish project
7 + Task Types and Constraints n Task n Summary Task n Milestone
8 + Dependencies Start Project Plan Project Purchase Materials Stage Materials Paint Room Clean Up Project Complete
9 + Linking Tasks Logical Relationships: A dependency between two project activities, or between a project activity and a milestone. The four possible types of logical relationships are: Ø Finish-to-Start Ø Start-to-Start Ø Finish-to-Finish Ø Start-to-Finish (discouraged)
10 + Questions? n Questions? n me at trevor.lowing@gmail.com n Post questions to Project-Managers/messages/boards/
11 + Advanced Features n Critical Path n GanTT View n Timeline n Filters n Baseline n Resource Loading n Calendars
12 + Session #2: Workshop n Workshop: Generating Reports with MS Project and Visual Basic for Applications / VBA n Enabling Developer Tab n Built in Reports, Views and Timeline n Reports with VBA n Q & A.
13 + Enabling Developer Tab
14 + Project Object Model Project Data Types Ø Tasks Ø Resources Ø Assignments Ø Calendars Project Tasks Assignment Resources Calendars
15 + Built In Reports
16 + Project Organizer
17 + Next Meetup n DC PPMs Meetup #3: Agile Project Management and Reporting Overview of MS Project and planning principles. n Agile Project Management: Rally demo with a PM focus and Rally licensing n Agile Project Reporting and Metrics
18 + Questions?
19 Planning in Project Planning Terminology
20 Planning in Project Definitions.: Project: A temporary endeavor undertaken to create a unique product, service, or result. Program: A group of related projects managed in a coordinated way. Activity (Task): A component of work performed during the course of a project. Milestone: A significant event in the project, usually completion of a major deliverable. Baseline: The original approved plan (for project, a work package, or an activity). Float (Slack, Total Float): The amount of time that an activity may be delayed from its early start without delaying the project finish date. Free Float (FF): The amount of time that an activity can be delayed without delaying the early start of any immediately following activities. Critical Path: The series of activities that determines the duration of the project.
21 Planning in Project Definitions Cont.: Master Schedule: A summary level schedule that identifies the major activities and key milestones. Network Logic: The collection of activity dependencies that makes up a project network. Network Path: Any continuous series of connected activities in a project network diagram. Path: A set of sequentially connected activities in a project network diagram. Crashing: Taking action to decrease the total project duration after analyzing a number of alternatives to determine how to get the maximum duration compression for the least cost. Resource Planning: Determining what resources (people, equipment, materials) are needed in what quantities to perform project activities. Risk: An uncertain event or condition that, if it occurs, has a positive or negative effect on a project's objectives. Scope: The sum of the products and services to be provided as a project. Work Breakdown Structure (WBS): A deliverable-oriented grouping of project elements that organizes and defines the total work scope of the project. Each descending level represents an increasingly detailed definition of the project work.
22 Planning in Project Network Logic q Predecessor: An activity that must be completed (or be partially completed) before a specified activity can begin is called a predecessor. q Successor: An activity whose start or finish depends on the start or finish of a predecessor activity. q Duration: Duration is the length of time needed to complete an activity. The time length can be determined by user input or resource usage. Activities with no duration are called Milestones. q Calendars: Lists time intervals in which activities or resources can or cannot be scheduled. q Program Evaluation and Review Technique (PERT): PERT is a project management technique for determining how much time a project needs before it is completed. Each activity is assigned a best, worst, and most probable completion time estimate. These estimates are used to determine the average completion time. The average times are used to figure the critical path and the standard deviation of completion times for the entire project.
23 Planning in Project Logical Relationships: A dependency between two project activities, or between a project activity and a milestone. The four possible types of logical relationships are: Ø Finish-to-Start Ø Start-to-Start Ø Finish-to-Finish Ø Start-to-Finish (discouraged)
24 Planning in Project Navigating Windows and Views Display Assignment/Resource/Task Information: [SHIFT] + F2 Display all filtered tasks/all filtered resources: F3 Outlining a Project Show all tasks: [ALT] + [SHIFT] + * (asterick on numeric keypad) Show all subtasks: [ALT] + [SHIFT] + = or [ALT] + [SHIFT] + PLUS SIGN (on the numeric keypad) Hide all subtasks: [ALT] + [SHIFT] + hyphen or alt + shift + MINUS SIGN (on the numeric keypad) Using a Time Scale Show Smaller Units: [CTRL] + / (slash using the numeric keypad) Show Larger Units: [CTRL] + * (asterick using the numeric keypad) Move to Beginning of Project: [ALT] + home Move to the End of Project: [ALT] + end Tasks & Resources Insert New Task - [Ins] Activate the Entry Area - [F2] Open the Task Information Dialog Box - [Shift] + [F2] Assign Resources - [Alt] + [F10] Link Tasks - [Ctrl] + [F2] & Unlink Tasks - [Ctrl] + [Shift] + [F2]
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