Seven Basic Steps to Build Realistic Schedule in Project 2010
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The document outlines seven basic steps to build a realistic schedule in Project 2010: 1) enter project information, 2) create a work breakdown structure, 3) sequence tasks, 4) estimate resources, 5) optimize the schedule, 6) baseline the schedule, and 7) record progress. Each step provides dos and don'ts for using Project 2010 effectively. The goal is to create a schedule that is realistic, dynamic, and presentable.
Seven Basic Steps to Build Realistic Schedule in Project 2010
- 1. Seven Basic Steps to Build Realistic Schedule in Project 2010 B Sai Prasad PMP, PMI-SP, MCTS Project 2007, MCTS Project 2010 www.sainivas.com
- 2. “Microsoft Project is the enhanced version of Microsoft Excel” Anonymous Seven Steps To Success - Microsoft Project 2
- 3. Takeaways • Forecast scheduling with Project 2010 1. Realistic 2. Dynamic 3. Presentable Seven Steps To Success - Microsoft Project 3
- 4. Seven Steps To Success 1. Enter project information 2. Create work breakdown structure 3. Sequence tasks 4. Estimate resources 5. Optimize schedule 6. Baseline schedule 7. Record Progress Seven Steps To Success - Microsoft Project 4
- 5. Step 1: Enter Project Information Set the project start date Don’t: Type project start date in Gantt Chart view. Do: Set Project Information in Project ribbon Set working time, holidays Don’t: Change Calendar settings in Options dialog Do: Use Change Working time in Project ribbon Seven Steps To Success - Microsoft Project 5
- 6. Step 2: Create work breakdown structure Display project objective and estimates Don’t: Insert summary task in Gantt Chart Do: Show Project Summary task using Format ribbon Add deliverables and detail tasks Don’t: Auto schedule tasks, combine tasks into one Do: Manually schedule tasks, insert tasks using Task ribbon Check WBS granularity Don’t: Expand/collapse the summary tasks Do: Use Outline button in View ribbon Seven Steps To Success - Microsoft Project 6
- 7. Step 3: Sequence tasks Set dependencies Don’t: Enter the task dates, drag the task bar Do: Set dependencies using Task forms Validate network Don’t: Use Gantt Chart view Do: Use Task forms, Network diagram in Task ribbon Compare top-down and bottom-up estimates Don’t: Set constraints on low-level tasks Do: Manually schedule summary tasks, auto schedule detail tasks Seven Steps To Success - Microsoft Project 7
- 8. Step 4: Estimate resources Add resource details Don’t: Type resource name in Gantt Chart Do: Use Resource Sheet in Resource ribbon Assign resources Don’t: Select resource name in Gantt Chart Do: Use Assign Resources, Team planner in Resource ribbon Fix task duration or work or resource assignment Don’t: Change the work or duration Do: Use the task type to control the behavior Seven Steps To Success - Microsoft Project 8
- 9. Step 5: Optimize schedule Identify critical path Don’t: Have broken critical path Do: Check slack, critical path using Format ribbon Level resources Don’t: Use Gantt chart view Do: Use Resource Usage, Team planner in Resource ribbon Seven Steps To Success - Microsoft Project 9
- 10. Step 6: Baseline schedule Set baseline Don’t: Copy the file (or) fields to custom fields Do: Set Baseline using Project ribbon View baseline Don’t: Insert columns in view Do: Use Baseline table, Show baseline bar using Format ribbon Seven Steps To Success - Microsoft Project 10
- 11. Step 7: Record progress Record actual Don’t: Use the Entry table for recording actual Do: Use the Tracking table with % complete in Task ribbon Slippage Don’t: Write formula to calculate variance Do: Use Slippage of Format ribbon, Variance table Report progress Don’t: Use the standard reports, copy picture Do: Print views, copy timeline view Seven Steps To Success - Microsoft Project 11
- 12. Seven Steps To Success 1. Enter Project Information 2. Create Work breakdown structure 3. Sequence tasks 4. Estimate resources 5. Optimize schedule 6. Baseline schedule 7. Record Progress Seven Steps To Success - Microsoft Project 12
- 13. Thank you Email: sai@sainivas.com Web: www.sainivas.com Seven Steps To Success - Microsoft Project 13