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MS Project 2010 application for PMPs 
Instructor: Phạm Tuấn Anh MBA, PMP
Outline 
Initiating (0.5 day) 
Planning Essentials (2.5 days) 
Executing: Communication and Reports (2 days) 
M&C: Tracking and Analyzing (0.75 days) 
Closing Activities (0.25 days) 
All Rights Reserved © Professional Management Academy - 2013 2
Initiating 
Introduction 
PMP Process groups vs. MsP2010 
Enterprise Project Management 
Setting up MsP2010 environment 
All Rights Reserved © Professional Management Academy - 2013 3
Initiating 
Introduction 
Project management software? 
22 million 
250 thousand 
All Rights Reserved © Professional Management Academy - 2013 4
Initiating 
Introduction 
Top PM softwares 
Why MSP? 
All Rights Reserved © Professional Management Academy - 2013 5
Initiating 
PMP Process groups vs. MsP2010 
Effective application approach 
All Rights Reserved © Professional Management Academy - 2013 6
Initiating 
PMP Process groups vs. MsP2010 
Level of MS Project usage 
PM Stage MS Project 
usage level 
Comments 
Initiating Low May help develop high-level order of magnitude estimates for schedule, scope, and cost 
Planning High Helps define, integrate, and communicate scope, time, cost and resource plans. Some 
support for risk planning 
Executing Med-High Helps direct who does what when, in terms of execution. Provides the roadmap and 
clear path to the final deliverable or result 
M&C High Helps monitor and control change and measure the impact on scope, time, cost, and 
resources. Allows for effective variance analysis and decision-making for taking 
corrective action 
Closing Low-Med Useful for final variance analysis, lessons learned, developing future forecasting abilities, 
best practices, and benchmarking 
All Rights Reserved © Professional Management Academy - 2013 7
Initiating 
Enterprise Project Management 
What is EPM? 
How is EPM? 
• Demand Management 
• Portfolio Selection and 
Analytics 
• Resource Management 
• Schedule Management 
• Team Collaboration 
• Business Intelligence and 
Reporting 
All Rights Reserved © Professional Management Academy - 2013 8
Initiating 
Enterprise Project Management 
03 Professional functions 
• Team Planner View 
• Direct Project to SharePoint Synchronization 
• Inactive Tasks Function 
All Rights Reserved © Professional Management Academy - 2013 9
Initiating 
Enterprise Project Management 
Resource sharing without EPM? 
All Rights Reserved © Professional Management Academy - 2013 10
Initiating 
Setting up MsP2010 environment 
Default view 
• Gantt Chart 
• Timeline 
• Ribbon 
All Rights Reserved © Professional Management Academy - 2013 11
Initiating 
Setting up MsP2010 environment 
The Ribbon 
• Tabs 
• Groups 
• Quick Access Toolbar 
• Buttons 
• File & Backstage view 
All Rights Reserved © Professional Management Academy - 2013 12
Initiating 
Setting up MsP2010 environment 
Gantt Chart 
• Text area 
• Bar area 
• Auto Filter, Group, Sort 
• Add new column 
• Zoom 
All Rights Reserved © Professional Management Academy - 2013 13
Initiating 
Setting up MsP2010 environment 
Changing views 
• Task and Resource tabs 
• View tab 
• Quick view switching 
• Split screens 
All Rights Reserved © Professional Management Academy - 2013 14
Initiating 
Setting up MsP2010 environment 
Start creating new project 
• Using Project Template 
• Importing from MS Excel 
Key settings 
• Manual & Automatic Scheduling 
• Project Summary Task and Outline Number 
All Rights Reserved © Professional Management Academy - 2013 15
Initiating 
Setting up MsP2010 environment 
Scheduling approaches and Default Task Type 
• Duration Based Scheduling 
• Effort-Based Scheduling 
• The Relationship between Work and Duration 
Work = Duration × Units 
 Fix one component and enter the second variable 
 Project will calculate the third 
All Rights Reserved © Professional Management Academy - 2013 16
Initiating 
Setting up MsP2010 environment 
Scheduling approaches and 
Default Task Type 
All Rights Reserved © Professional Management Academy - 2013 17
Initiating 
Setting up MsP2010 environment 
Working with Calendars 
• Creating new calendar 
• Conversion factors: hours per day, hours per week, days per month 
Project start/end date 
• Configure start date 
• Display start/current in Gantt Chart 
All Rights Reserved © Professional Management Academy - 2013 18
Initiating 
Hands-on session 
Setting Up – Initializing a new Project 
Change the Working Time – Working With Calendars 
All Rights Reserved © Professional Management Academy - 2013 19
Planning Essential 
Create WBS and Task List 
Estimate Task Duration 
Setting Dependencies and Critical Path 
Assigning Resource and Estimate Cost 
Calculation Engine for Automatic Scheduling 
All Rights Reserved © Professional Management Academy - 2013 20
Planning 
Create WBS and Task List 
What is a WBS 
Creating vs. representation 
• Interim Deliverables 
• Milestones 
“A deliverable-oriented hierarchical decomposition of the 
work to be executed by the project team, to accomplish 
the project objectives and create the required deliverable” 
WBS item Description 
(0) Final deliverable Project summary task 
1 .0 Interim deliverable 1 Summary task, phase, or major piece 
1 .1 Task 1 Lowest level of detail in the structure 
1 .2 Task 2 
1 .3 Task n 
1 .4 Key milestone Deliverable achieved 
2 .0 Interim deliverable 2 
2 .1 Task 1 
…. 
All Rights Reserved © Professional Management Academy - 2013 21
Planning 
Create WBS and Task List 
WBS format 
• Outline structure 
• Network diagram 
• Tree structure 
All Rights Reserved © Professional Management Academy - 2013 22
Planning 
Create WBS and Task List 
WBS sizing 
• Compatible with organization’s reporting requirement 
• Level of detail do team members require 
• Enough detail to estimate resource, timeline 
• Lower-level elements fully describe the upper level 
• Allow effective management of project risks and drive key issues 
• Effective tracking of project scope, timeline, and budget 
All Rights Reserved © Professional Management Academy - 2013 23
Planning 
Create WBS and Task List 
Progressive Elaboration 
All Rights Reserved © Professional Management Academy - 2013 24
Planning 
Create WBS and Task List 
Tasks and Milestones 
• Last level detail in WBS 
• Summary task has item(s) indented under it 
• Finish task referred as milestone 
– Reporting 
– Gating 
– Decision making 
– Key handoff point 
– Benchmarking/tracking 
Assign a duration of zero to a task, it automatically 
changes to a milestone and is represented in the Gantt 
bar area by a diamond 
All Rights Reserved © Professional Management Academy - 2013 25
Planning 
Create WBS and Task List 
Tasks name column 
• Focus in task name 
• Enter WBS components first, later 
outline the detail 
• Quick access using Task/Insert 
group 
All Rights Reserved © Professional Management Academy - 2013 26
Planning 
Create WBS and Task List 
User-controlled Scheduling 
• Project is default to start with manual 
schedule option 
• Switching between two modes: 
– Task mode column 
– Task tab /Schedule group 
All Rights Reserved © Professional Management Academy - 2013 27
Planning 
Create WBS and Task List 
Outlining (Indenting & Outdenting) Tools 
• Summary task 
– Broad categories under which we 
can group tasks 
– Represents total work effort, cost, 
duration, start/finish date 
• Creating summary tasks 
– Task tab > Insert group > Summary 
– Indent sub tasks 
• Project enable to turn-off 
automatic roll-up calculation 
All Rights Reserved © Professional Management Academy - 2013 28
Planning 
Create WBS and Task List 
Collapse and Expand: Show Outline 
• WYSIWYG 
– Broad categories under which we can 
group tasks 
– Represents total work effort, cost, 
duration, start/finish date 
• Creating summary tasks 
– Indent sub tasks 
– Task tab > Insert group > Summary 
All Rights Reserved © Professional Management Academy - 2013 29
Planning 
Create WBS and Task List 
Setting Up – Initializing a new Project 
Change the Working Time – Working With Calendars 
All Rights Reserved © Professional Management Academy - 2013 30
Outline 
Executing: Communication and Reports (2 days) 
• Understanding Views 
• Using Tables and Custom Fields 
• Using Filter, Group and Sorts 
• Create Custom View, Formatting and Reporting 
• Master Schedule with Inserted Projects 
All Rights Reserved © Professional Management Academy - 2013 31
Outline 
M&C: Tracking and Analyzing (1 day) 
• Setting and Maintaining Baselines 
• Updating and Tracking Status 
• Variance Analysis and Corrective Action 
All Rights Reserved © Professional Management Academy - 2013 32

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Ms Project 2010 Application For PMP

  • 1. MS Project 2010 application for PMPs Instructor: Phạm Tuấn Anh MBA, PMP
  • 2. Outline Initiating (0.5 day) Planning Essentials (2.5 days) Executing: Communication and Reports (2 days) M&C: Tracking and Analyzing (0.75 days) Closing Activities (0.25 days) All Rights Reserved © Professional Management Academy - 2013 2
  • 3. Initiating Introduction PMP Process groups vs. MsP2010 Enterprise Project Management Setting up MsP2010 environment All Rights Reserved © Professional Management Academy - 2013 3
  • 4. Initiating Introduction Project management software? 22 million 250 thousand All Rights Reserved © Professional Management Academy - 2013 4
  • 5. Initiating Introduction Top PM softwares Why MSP? All Rights Reserved © Professional Management Academy - 2013 5
  • 6. Initiating PMP Process groups vs. MsP2010 Effective application approach All Rights Reserved © Professional Management Academy - 2013 6
  • 7. Initiating PMP Process groups vs. MsP2010 Level of MS Project usage PM Stage MS Project usage level Comments Initiating Low May help develop high-level order of magnitude estimates for schedule, scope, and cost Planning High Helps define, integrate, and communicate scope, time, cost and resource plans. Some support for risk planning Executing Med-High Helps direct who does what when, in terms of execution. Provides the roadmap and clear path to the final deliverable or result M&C High Helps monitor and control change and measure the impact on scope, time, cost, and resources. Allows for effective variance analysis and decision-making for taking corrective action Closing Low-Med Useful for final variance analysis, lessons learned, developing future forecasting abilities, best practices, and benchmarking All Rights Reserved © Professional Management Academy - 2013 7
  • 8. Initiating Enterprise Project Management What is EPM? How is EPM? • Demand Management • Portfolio Selection and Analytics • Resource Management • Schedule Management • Team Collaboration • Business Intelligence and Reporting All Rights Reserved © Professional Management Academy - 2013 8
  • 9. Initiating Enterprise Project Management 03 Professional functions • Team Planner View • Direct Project to SharePoint Synchronization • Inactive Tasks Function All Rights Reserved © Professional Management Academy - 2013 9
  • 10. Initiating Enterprise Project Management Resource sharing without EPM? All Rights Reserved © Professional Management Academy - 2013 10
  • 11. Initiating Setting up MsP2010 environment Default view • Gantt Chart • Timeline • Ribbon All Rights Reserved © Professional Management Academy - 2013 11
  • 12. Initiating Setting up MsP2010 environment The Ribbon • Tabs • Groups • Quick Access Toolbar • Buttons • File & Backstage view All Rights Reserved © Professional Management Academy - 2013 12
  • 13. Initiating Setting up MsP2010 environment Gantt Chart • Text area • Bar area • Auto Filter, Group, Sort • Add new column • Zoom All Rights Reserved © Professional Management Academy - 2013 13
  • 14. Initiating Setting up MsP2010 environment Changing views • Task and Resource tabs • View tab • Quick view switching • Split screens All Rights Reserved © Professional Management Academy - 2013 14
  • 15. Initiating Setting up MsP2010 environment Start creating new project • Using Project Template • Importing from MS Excel Key settings • Manual & Automatic Scheduling • Project Summary Task and Outline Number All Rights Reserved © Professional Management Academy - 2013 15
  • 16. Initiating Setting up MsP2010 environment Scheduling approaches and Default Task Type • Duration Based Scheduling • Effort-Based Scheduling • The Relationship between Work and Duration Work = Duration × Units  Fix one component and enter the second variable  Project will calculate the third All Rights Reserved © Professional Management Academy - 2013 16
  • 17. Initiating Setting up MsP2010 environment Scheduling approaches and Default Task Type All Rights Reserved © Professional Management Academy - 2013 17
  • 18. Initiating Setting up MsP2010 environment Working with Calendars • Creating new calendar • Conversion factors: hours per day, hours per week, days per month Project start/end date • Configure start date • Display start/current in Gantt Chart All Rights Reserved © Professional Management Academy - 2013 18
  • 19. Initiating Hands-on session Setting Up – Initializing a new Project Change the Working Time – Working With Calendars All Rights Reserved © Professional Management Academy - 2013 19
  • 20. Planning Essential Create WBS and Task List Estimate Task Duration Setting Dependencies and Critical Path Assigning Resource and Estimate Cost Calculation Engine for Automatic Scheduling All Rights Reserved © Professional Management Academy - 2013 20
  • 21. Planning Create WBS and Task List What is a WBS Creating vs. representation • Interim Deliverables • Milestones “A deliverable-oriented hierarchical decomposition of the work to be executed by the project team, to accomplish the project objectives and create the required deliverable” WBS item Description (0) Final deliverable Project summary task 1 .0 Interim deliverable 1 Summary task, phase, or major piece 1 .1 Task 1 Lowest level of detail in the structure 1 .2 Task 2 1 .3 Task n 1 .4 Key milestone Deliverable achieved 2 .0 Interim deliverable 2 2 .1 Task 1 …. All Rights Reserved © Professional Management Academy - 2013 21
  • 22. Planning Create WBS and Task List WBS format • Outline structure • Network diagram • Tree structure All Rights Reserved © Professional Management Academy - 2013 22
  • 23. Planning Create WBS and Task List WBS sizing • Compatible with organization’s reporting requirement • Level of detail do team members require • Enough detail to estimate resource, timeline • Lower-level elements fully describe the upper level • Allow effective management of project risks and drive key issues • Effective tracking of project scope, timeline, and budget All Rights Reserved © Professional Management Academy - 2013 23
  • 24. Planning Create WBS and Task List Progressive Elaboration All Rights Reserved © Professional Management Academy - 2013 24
  • 25. Planning Create WBS and Task List Tasks and Milestones • Last level detail in WBS • Summary task has item(s) indented under it • Finish task referred as milestone – Reporting – Gating – Decision making – Key handoff point – Benchmarking/tracking Assign a duration of zero to a task, it automatically changes to a milestone and is represented in the Gantt bar area by a diamond All Rights Reserved © Professional Management Academy - 2013 25
  • 26. Planning Create WBS and Task List Tasks name column • Focus in task name • Enter WBS components first, later outline the detail • Quick access using Task/Insert group All Rights Reserved © Professional Management Academy - 2013 26
  • 27. Planning Create WBS and Task List User-controlled Scheduling • Project is default to start with manual schedule option • Switching between two modes: – Task mode column – Task tab /Schedule group All Rights Reserved © Professional Management Academy - 2013 27
  • 28. Planning Create WBS and Task List Outlining (Indenting & Outdenting) Tools • Summary task – Broad categories under which we can group tasks – Represents total work effort, cost, duration, start/finish date • Creating summary tasks – Task tab > Insert group > Summary – Indent sub tasks • Project enable to turn-off automatic roll-up calculation All Rights Reserved © Professional Management Academy - 2013 28
  • 29. Planning Create WBS and Task List Collapse and Expand: Show Outline • WYSIWYG – Broad categories under which we can group tasks – Represents total work effort, cost, duration, start/finish date • Creating summary tasks – Indent sub tasks – Task tab > Insert group > Summary All Rights Reserved © Professional Management Academy - 2013 29
  • 30. Planning Create WBS and Task List Setting Up – Initializing a new Project Change the Working Time – Working With Calendars All Rights Reserved © Professional Management Academy - 2013 30
  • 31. Outline Executing: Communication and Reports (2 days) • Understanding Views • Using Tables and Custom Fields • Using Filter, Group and Sorts • Create Custom View, Formatting and Reporting • Master Schedule with Inserted Projects All Rights Reserved © Professional Management Academy - 2013 31
  • 32. Outline M&C: Tracking and Analyzing (1 day) • Setting and Maintaining Baselines • Updating and Tracking Status • Variance Analysis and Corrective Action All Rights Reserved © Professional Management Academy - 2013 32