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Planning and Scheduling:




                           1
PLANNING & SCHEDULING

• FUNDAMENTAL ENGINEERING.
• FIRST DO THE PROBLEM ANALYSIS.
• THEN DEVELOP A SOLUTION TO THE DEFINED NEEDS.
  – SPECIFY OBJECTIVES.
  – DETERMINE ACTIVITIES & RESOURCES.
  – PRESENT RESULTS IN A SCHEMATIC THAT CAN BE USED BY
    THE TEAM.




                                                         2
OBJECTIVES FOR PLANNING AND
            SCHEDULING
• EFFECTIVE TIME MANAGEMENT.

• OPTIMZE SEQUENCE OF EVENTS.

• DEFINE NECESSARY RESOURCES.

• TIMLY PROJECT PROGRESS.



                                  3
• Allocation of resources to activities over
  time so that input demands are met in a
  timely and cost-effective manner
• Most typically, this involves determining a
  set of activity start and end times, together
  with resource assignments, which
  – satisfy all temporal constraints on activity execution
    (following from process considerations)
  – satisfy resource capacity constraints, and
  – optimize some set of performance objectives to the
    extent possible

                                                         4
Planning and Scheduling:
Gantt Chart
• A Gantt chart is a type of bar chart,
  developed by Henry Gantt, that illustrates a
  project schedule. Gantt charts illustrate the
  start and finish dates of the terminal
  elements and summary elements of a
  project. Terminal elements and summary
  elements            comprise              the
  work breakdown structure of the project.
  Some Gantt charts also show the
  dependency (i.e., precedence network)       5
• Use a Gantt chart to plan how long a project
  should take. A Gantt chart lays out the order
  in which the tasks need to be carried out.

  Early Gantt charts did not show dependencies
  between tasks but modern Gantt chart
  software      provides      this   capability.

  Henry Laurence Gantt, an American
  mechanical engineer, is credited with the
  invention of the Gantt chart.

                                               6
• Gantt charts have become a common
  technique for representing the phases and
  activities        of          a      project
  work breakdown structure.
• A work breakdown structure (WBS) is a
  deliverable oriented decomposition of a
  project into smaller components.
• A work breakdown structure element may be
  a product, data, a service, or any
  combination.
                                            7
• Gantt charts only represent part of the
  triple constraints of projects.
• Gantt charts do not represent the size of a
  project or the relative size of work
  elements.
• Magnitude of a behind-schedule condition
  is easily mis communicated.



                                            8
Planning and Scheduling:
              Gantt Chart
•   List tasks
•   Graphically represent dependencies among tasks
•   Show duration and time period of each task
•   Heavily dependent on prediction regarding:
    – Activities involved
    – Effort and time required




                                                     9
Gantt chart example
     • Programmer working                                                                              on a small software
       project
                                                        Explicit start time, end time, and duration (in days )



                                                                                                                            Dec 2002
                                                         Du ratio
ID       Task Name              Start       Fi nish
                                                            n       5   6   7   8   9   10   11   12   13   14   15   16   17   18   19   20   21   22   23   24   25   26   27   28   29   30   31


1    Requireme nt gathering   12 /5/2002   12/6 /2002       2d

2    Analysis                 12 /9/2002   12/9 /2002       1d

3    Design                   12/10/2002   12/11/2002       2d

4    Coding                   12/12/2002   12/17/2002       4d

5    Testing                  12/18/2002   12/31/2002      10d




                                             Explicit calendar bar

                                                                                                                                                                                            10
Another Gantt




                11
Planning and Scheduling:
                     Pert chart                                     Duration
                        Start time
                                     12/5/2002       2        12/6/2002
                                            Requirement gathering
                                     Late Start    Slack     Late Finish   End time
                            Task
                                     12/9/2002       1        12/9/2002
                                                  Analysis
• Alternative to Gantt chart         Late Start    Slack     Late Finish

• Different perspective              12/10/2002      2       12/11/2002

                                                  Design
   – Focuses on dependencies         Late Start    Slack     Late Finish

     more than calendar time         12/12/2002      4        12/17/02
                                                  Coding
• No fixed format                    Late Start    Slack     Late Finish
                                     12/18/2002     10       12/31/2002

                                                  Testing
                                     Late Start    Slack     Late Finish


                                                                               12
Another Pert




               13
So how do you know how long a
     task is going to take?




                                14
Chapter 2 ASE
16
17
18
19
20
21
22
Function Points
• A.J. Albrecht of IBM, ~1979.
• FP is a unit for estimating time and effort
  independent of programming language.
• Identify set of application activities (building
  blocks) and sum the weights assigned to each.
• From user’s viewpoint.



                                                23
24
25
26
Determine the Unadjusted Function Point Count
• The unadjusted function point count (UFPC) reflects
  the specific countable functionality provided to the
  user by the project or application.
• The application's specific user functionality is
  evaluated in terms of what is delivered by the
  application, not how it is delivered. Only user-
  requested and defined components are counted.
• The unadjusted function point count has two
  function types—data and transactional.




                                                    27
28
Count Data Functions
1. An internal logical file (ILF) is a user identifiable group of
     logically related data or control information maintained
     within the boundary of the application. The primary
     intent of an ILF is to hold data maintained through one
     or more elementary processes of the application being
     counted.
•    Tables in a relational database.
•    Application control information, perhaps things like user
     preferences that are stored by the application.
                                                            29
2.   An external interface file (EIF) is a user identifiable
     group of logically related data or control information
     referenced by the application, but maintained within
     the boundary of another application. This means an
     EIF counted for an application must be in an ILF in
     another application.




                                                          30
Count Transactional Functions

• An external input (EI) is an elementary process
  that processes data or control information
  that comes from outside the application’s
  boundary.
• The primary intent of an EI is to maintain one
  or more ILFs and/or to alter the behavior of
  the system.


                                               31
• An external output (EO) is an elementary process that
  sends data or control information outside the application’s
  boundary. The primary intent of an external output is to
  present information to a user through processing logic




                                                           32
• An external inquiry (EQ) is an elementary process
  that sends data or control information outside the
  application boundary. The primary intent of an
  external inquiry is to present information to a user
  through the retrieval of data or control information.
   The processing logic contains no mathematical
  formula or calculation, and creates no derived data.
   No ILF is maintained during the processing, nor is
  the behavior of the system altered.



                                                   33
Low   Medium   High

Input files      3     4        6
Output files     4     5        7

Inquiries        3     4        6
Internal files   7     10       15
External         5     7        10
interfaces
                                       34
Determine the Value Adjustment Factor
The value adjustment factor (VAF) indicates the general
functionality provided to the user of the application. The
VAF is comprised of 14 general system characteristics
(GSCs) that assess the general functionality of the
application.    Each    characteristic   has   associated
descriptions that help determine the degree of influence
of the characteristic. The degrees of influence range on
a scale of zero to five, from no influence to strong
influence
                                                     35
Value Adjustment Factor
    1. System Complexity         2. I/O Complexity     3. Application Complexity

1.1 Data                   2.1 Reliable and          3.1 Algorithms and
communication              transaction-oriented      processing ability
                           data management
1.2 Distributed data       2.2 Online data           3.2 Need to reuse the
processing                 management                code later
1.3 Relevance of           2.3 Usability and         3.3 Installation easiness
performance                efficiency of end user
1.4 Configuration of       2.4 Online update of      3.4 Startup, shutdown,
hardware and software      the data                  and operation easiness
      Partial (1)                Partial (2)         3.5 Requirements to
                                                     run on multiple sites
                                                     3.6 Readiness to
                                                     change
                                                            Partial (3)

                                        Total

                                                                                   36
37
Function Points
• 14 “technical factors” related to complexity
  – Grouped under 3 classes of complexity:
    system, I/O, application
  – Each factor ranked from 0 to 5
• Technical complexity factor (TCF)

              (∑             )
                                 The sum of the 14 factors’ ranks
                   14
      TCF =        i=1
                         TCFi × 0.01
• Adjusted function points (AFP or FP)
     FP = UFP * (0.65 + TCF)

                                                                    38
Determine Type of Count
   Development Project
• Functions provided to the users with the first installation.


  Enhancement Project
• Measures the modifications to the existing application that add,
  change, or delete user functions delivered.
• Application function point count must be updated to reflect
  changes in the application's functionality.




                                                                 39
Application Project
• Referred to as the baseline or installed function point count.
  This number is initialized when the development project
  function point count is completed. It is updated every time
  completion of an enhancement project alters the
  application's.




                                                              40
UFP for Making Cappuccino
         Name                 Type                   Complexity         Value
                         (building block)


Milk                   Input File                Medium                  4

Coffee                 Input File                Medium                  4

Water                  Input File                Low                     3

Cappuccino             Output File               High                    7

Water Temperature      Inquiry                   Low                     3


External Temperature   External Interface        Medium                  7


                                     Total Unadjusted Function Points    28


                                                                                41
FP for Making Cappuccino
      1. System Complexity                2. I/O Complexity            3. Application Complexity

1.1 Data communication       5    2.1 Reliable and            0    3.1 Algorithms and              1
                                  transaction-oriented data        processing ability
                                  management
1.2 Distributed data         3    2.2 Online data             4    3.2 Need to reuse the code      0
processing                        management                       later
1.3 Relevance of             4    2.3 Usability and           4    3.3 Installation easiness       5
performance                       efficiency of end user

1.4 Configuration of the     4    2.4 Online update of the    2    3.4 Startup, shutdown, and      3
hardware and the software         data                             operation easiness

        Partial (1)          16           Partial (2)         10   3.5 Requirements to run         2
                                                                   on multiple sites

                                                                   3.6 Readiness to change         2

                                                                           Partial (3)             13

                                              Total = 39

                                                                                                   42
FP for Making Cappuccino
• FP = UFP * (0.65 + TCF)
     = 28 * (0.65 + (39 * 0.01)) = 29.12
• So what was the time/effort required last time
  your firm implement 29 FPs?




                                               43

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Chapter 2 ASE

  • 2. PLANNING & SCHEDULING • FUNDAMENTAL ENGINEERING. • FIRST DO THE PROBLEM ANALYSIS. • THEN DEVELOP A SOLUTION TO THE DEFINED NEEDS. – SPECIFY OBJECTIVES. – DETERMINE ACTIVITIES & RESOURCES. – PRESENT RESULTS IN A SCHEMATIC THAT CAN BE USED BY THE TEAM. 2
  • 3. OBJECTIVES FOR PLANNING AND SCHEDULING • EFFECTIVE TIME MANAGEMENT. • OPTIMZE SEQUENCE OF EVENTS. • DEFINE NECESSARY RESOURCES. • TIMLY PROJECT PROGRESS. 3
  • 4. • Allocation of resources to activities over time so that input demands are met in a timely and cost-effective manner • Most typically, this involves determining a set of activity start and end times, together with resource assignments, which – satisfy all temporal constraints on activity execution (following from process considerations) – satisfy resource capacity constraints, and – optimize some set of performance objectives to the extent possible 4
  • 5. Planning and Scheduling: Gantt Chart • A Gantt chart is a type of bar chart, developed by Henry Gantt, that illustrates a project schedule. Gantt charts illustrate the start and finish dates of the terminal elements and summary elements of a project. Terminal elements and summary elements comprise the work breakdown structure of the project. Some Gantt charts also show the dependency (i.e., precedence network) 5
  • 6. • Use a Gantt chart to plan how long a project should take. A Gantt chart lays out the order in which the tasks need to be carried out. Early Gantt charts did not show dependencies between tasks but modern Gantt chart software provides this capability. Henry Laurence Gantt, an American mechanical engineer, is credited with the invention of the Gantt chart. 6
  • 7. • Gantt charts have become a common technique for representing the phases and activities of a project work breakdown structure. • A work breakdown structure (WBS) is a deliverable oriented decomposition of a project into smaller components. • A work breakdown structure element may be a product, data, a service, or any combination. 7
  • 8. • Gantt charts only represent part of the triple constraints of projects. • Gantt charts do not represent the size of a project or the relative size of work elements. • Magnitude of a behind-schedule condition is easily mis communicated. 8
  • 9. Planning and Scheduling: Gantt Chart • List tasks • Graphically represent dependencies among tasks • Show duration and time period of each task • Heavily dependent on prediction regarding: – Activities involved – Effort and time required 9
  • 10. Gantt chart example • Programmer working on a small software project Explicit start time, end time, and duration (in days ) Dec 2002 Du ratio ID Task Name Start Fi nish n 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 1 Requireme nt gathering 12 /5/2002 12/6 /2002 2d 2 Analysis 12 /9/2002 12/9 /2002 1d 3 Design 12/10/2002 12/11/2002 2d 4 Coding 12/12/2002 12/17/2002 4d 5 Testing 12/18/2002 12/31/2002 10d Explicit calendar bar 10
  • 12. Planning and Scheduling: Pert chart Duration Start time 12/5/2002 2 12/6/2002 Requirement gathering Late Start Slack Late Finish End time Task 12/9/2002 1 12/9/2002 Analysis • Alternative to Gantt chart Late Start Slack Late Finish • Different perspective 12/10/2002 2 12/11/2002 Design – Focuses on dependencies Late Start Slack Late Finish more than calendar time 12/12/2002 4 12/17/02 Coding • No fixed format Late Start Slack Late Finish 12/18/2002 10 12/31/2002 Testing Late Start Slack Late Finish 12
  • 14. So how do you know how long a task is going to take? 14
  • 16. 16
  • 17. 17
  • 18. 18
  • 19. 19
  • 20. 20
  • 21. 21
  • 22. 22
  • 23. Function Points • A.J. Albrecht of IBM, ~1979. • FP is a unit for estimating time and effort independent of programming language. • Identify set of application activities (building blocks) and sum the weights assigned to each. • From user’s viewpoint. 23
  • 24. 24
  • 25. 25
  • 26. 26
  • 27. Determine the Unadjusted Function Point Count • The unadjusted function point count (UFPC) reflects the specific countable functionality provided to the user by the project or application. • The application's specific user functionality is evaluated in terms of what is delivered by the application, not how it is delivered. Only user- requested and defined components are counted. • The unadjusted function point count has two function types—data and transactional. 27
  • 28. 28
  • 29. Count Data Functions 1. An internal logical file (ILF) is a user identifiable group of logically related data or control information maintained within the boundary of the application. The primary intent of an ILF is to hold data maintained through one or more elementary processes of the application being counted. • Tables in a relational database. • Application control information, perhaps things like user preferences that are stored by the application. 29
  • 30. 2. An external interface file (EIF) is a user identifiable group of logically related data or control information referenced by the application, but maintained within the boundary of another application. This means an EIF counted for an application must be in an ILF in another application. 30
  • 31. Count Transactional Functions • An external input (EI) is an elementary process that processes data or control information that comes from outside the application’s boundary. • The primary intent of an EI is to maintain one or more ILFs and/or to alter the behavior of the system. 31
  • 32. • An external output (EO) is an elementary process that sends data or control information outside the application’s boundary. The primary intent of an external output is to present information to a user through processing logic 32
  • 33. • An external inquiry (EQ) is an elementary process that sends data or control information outside the application boundary. The primary intent of an external inquiry is to present information to a user through the retrieval of data or control information. The processing logic contains no mathematical formula or calculation, and creates no derived data. No ILF is maintained during the processing, nor is the behavior of the system altered. 33
  • 34. Low Medium High Input files 3 4 6 Output files 4 5 7 Inquiries 3 4 6 Internal files 7 10 15 External 5 7 10 interfaces 34
  • 35. Determine the Value Adjustment Factor The value adjustment factor (VAF) indicates the general functionality provided to the user of the application. The VAF is comprised of 14 general system characteristics (GSCs) that assess the general functionality of the application. Each characteristic has associated descriptions that help determine the degree of influence of the characteristic. The degrees of influence range on a scale of zero to five, from no influence to strong influence 35
  • 36. Value Adjustment Factor 1. System Complexity 2. I/O Complexity 3. Application Complexity 1.1 Data 2.1 Reliable and 3.1 Algorithms and communication transaction-oriented processing ability data management 1.2 Distributed data 2.2 Online data 3.2 Need to reuse the processing management code later 1.3 Relevance of 2.3 Usability and 3.3 Installation easiness performance efficiency of end user 1.4 Configuration of 2.4 Online update of 3.4 Startup, shutdown, hardware and software the data and operation easiness Partial (1) Partial (2) 3.5 Requirements to run on multiple sites 3.6 Readiness to change Partial (3) Total 36
  • 37. 37
  • 38. Function Points • 14 “technical factors” related to complexity – Grouped under 3 classes of complexity: system, I/O, application – Each factor ranked from 0 to 5 • Technical complexity factor (TCF) (∑ ) The sum of the 14 factors’ ranks 14 TCF = i=1 TCFi × 0.01 • Adjusted function points (AFP or FP) FP = UFP * (0.65 + TCF) 38
  • 39. Determine Type of Count Development Project • Functions provided to the users with the first installation. Enhancement Project • Measures the modifications to the existing application that add, change, or delete user functions delivered. • Application function point count must be updated to reflect changes in the application's functionality. 39
  • 40. Application Project • Referred to as the baseline or installed function point count. This number is initialized when the development project function point count is completed. It is updated every time completion of an enhancement project alters the application's. 40
  • 41. UFP for Making Cappuccino Name Type Complexity Value (building block) Milk Input File Medium 4 Coffee Input File Medium 4 Water Input File Low 3 Cappuccino Output File High 7 Water Temperature Inquiry Low 3 External Temperature External Interface Medium 7 Total Unadjusted Function Points 28 41
  • 42. FP for Making Cappuccino 1. System Complexity 2. I/O Complexity 3. Application Complexity 1.1 Data communication 5 2.1 Reliable and 0 3.1 Algorithms and 1 transaction-oriented data processing ability management 1.2 Distributed data 3 2.2 Online data 4 3.2 Need to reuse the code 0 processing management later 1.3 Relevance of 4 2.3 Usability and 4 3.3 Installation easiness 5 performance efficiency of end user 1.4 Configuration of the 4 2.4 Online update of the 2 3.4 Startup, shutdown, and 3 hardware and the software data operation easiness Partial (1) 16 Partial (2) 10 3.5 Requirements to run 2 on multiple sites 3.6 Readiness to change 2 Partial (3) 13 Total = 39 42
  • 43. FP for Making Cappuccino • FP = UFP * (0.65 + TCF) = 28 * (0.65 + (39 * 0.01)) = 29.12 • So what was the time/effort required last time your firm implement 29 FPs? 43