1. Introduction and Background URBS 609 Project, Unit 1

2. This training module was crafted using PowerPoint by Microsoft Corporation. It has been packaged with PowerPoint Viewer, a standalone Microsoft product that allows a user to view this module without use of PowerPoint. Urban and Regional Studies Institute2  Left mouse-click or enter to go to next slide  Right mouse-click or backspace to go to previous slide  ESC to exit this module This Unit of Instruction was crafted by Robert Hugg For Minnesota State University, Mankato Urban and Regional Studies Institute - 2004

3.  This module will provide:  Introduction to the background of MS Project  Introduction to the Advantages of using MS Project  Introduction to the Hazards of using MS Project  Tips for using MS Project  Background material for project planning  This module is constructed as the first of three blocks in a building block approach Urban and Regional Studies Institute3

4.  The first assumption of any project planning is that the project goal and tasks are defined  MS Project uses the same assumptions as planning a project manually:  All tasks have distinct begin and end points  All estimates can be mathematically derived  Tasks must be able to be arranged in a defined sequence that produces a pre-defined result  Like any tool, MS Project cannot define the goal of a project, the user must do that Urban and Regional Studies Institute4

5.  MS Project is a strong tool that is built around the PERT and CPM basics  (See PERT/CPM blocks of instruction to review the basics if these terms are unfamiliar)  Based on same basic PERT calculations invented in 1958  Based on same basic CPM calculations invented in 1958  Incorporates use of a WBS (Task list) format invented in the 1960s Urban and Regional Studies Institute5

6.  A highly visual, yet checklist-intensive program  Balances visual approach (charts, graphs, etc) with logical structured approach (task and resources lists)  The most widely used PM program because:  It is fairly generic in its approach  Highly automated once configured; requires relatively low amount of user manipulation  Scalable – can be used for small to enormous projects  A cost-effective choice for casual users  Easy to use core techniques  Advanced techniques are complex, however Urban and Regional Studies Institute6

7.  Good step-by-step tutorial for beginners  Good searchable keyword help function  Based on data entry – once configured, user enters data and Project automatically:  Computes all times and costs  Optimistic, Pessimistic, Likely and PERT- expected  Identifies Critical Path, computes late & early start dates, slack  Computes % complete on a task and project level  Identifies areas of over-tasking of resources  Draws a wide ranges of charts and graphs specific to the project  Creates a wide range of reports specific to the project  VERY customizable to meet individual user needs Urban and Regional Studies Institute7

8.  Based on configuration and data entered by the user, MS Project plots Gantt Charts Urban and Regional Studies Institute8 Sample MS Project Charts and Diagrams

9. Urban and Regional Studies Institute9 Sample MS Project Charts and Diagrams Based on configuration and data entered by the user, MS Project plots Task Calendars Based on configuration and data entered by the user, MS Project plots Task Calendars

10. Urban and Regional Studies Institute10 Sample MS Project Charts and Diagrams Based on configuration and data entered by Based on configuration and data entered by the user, MS Project plots Network Diagrams

11. Urban and Regional Studies Institute11 Sample MS Project Charts and Diagrams Based on configuration and data entered by Based on configuration and data entered by the user, MS Project plots Resource Graphs

12. Urban and Regional Studies Institute12 Sample MS Project Tables and Reports Based on configuration and data entered by Based on configuration and data entered by the user, MS Project plots Tabular Data

13. Urban and Regional Studies Institute13 Sample MS Project Tables and Reports Based on configuration and data entered by Based on configuration and data entered by the user, MS Project plots Tabular Tracking Data

14. Urban and Regional Studies Institute14 MS Project Strengths Sample MS Project Tables and Reports Based on configuration and data entered by Based on configuration and data entered by the user, MS Project plots High Level Reports…

15. Urban and Regional Studies Institute15 MS Project Strengths Sample MS Project Tables and Reports …to-do lists on a person by person basis… …to-do lists on a person by person basis…

16. Urban and Regional Studies Institute16 MS Project Strengths Sample MS Project Tables and Reports …lists of tasks that should have started but have not… …lists of tasks that should have started but have not…

17. Urban and Regional Studies Institute17 MS Project Strengths Sample MS Project Tables and Reports …lists of tasks that are scheduled to begin soon… …lists of tasks that are scheduled to begin soon…

18. Urban and Regional Studies Institute18 MS Project Strengths Sample MS Project Tables and Reports …lists of critical tasks (makes it easy to identify tasks that become critical once a project is crashed)… …lists of critical tasks (makes it easy to identify tasks that become critical once a project is crashed)…

19. Urban and Regional Studies Institute19 MS Project Strengths Sample MS Project Tables and Reports and much, much more and much, much more All charts, diagrams, and reports are designed to help a manager organize and track a project All charts, diagrams, and reports are designed to help a manager organize and track a project All come in a standard configuration All come in a standard configuration Most typically used information Most typically used information Easiest to read format Easiest to read format All are also customizable to show the most meaningful data All are also customizable to show the most meaningful data

20.  Flexible and customizable  Designed to enhance communication  Between manager and workers  Between managers and stakeholder  A good tool to manage expectations  Charts, diagrams, tables etc can be saved in various formats for use:  On the web, in print, electronically Urban and Regional Studies Institute20 MS Project Strengths

21.  Makes it easy to lose touch with the project – very automated  Automates all calculations  Scheduled dates, costs projected dates, etc  Tracks when a resource is over-allocated but does not provide a warning when it happens  Conflicts are not intuitively displayed  Will “let” a project get over budget/over-time  A tool that must be monitored when used Urban and Regional Studies Institute21 MS Project Weaknesses

22.  No Risk Assessment Function  Does not calculate probability of completion  A Key weakness – this info is always requested  A Manager must compute this manually/with Excel  Crashing costs/times are not calculated  Must be computed on a task basis and then compared to the baseline (or done manually)  Assumes manual intervention by Project Manager  Crash the project manually and save as a new baseline  Project is heavily influenced by the Earned Value method (EVM)– typical Risk Assessment is not a factor in EVM Urban and Regional Studies Institute22 MS Project Weaknesses

23.  Much less work for a user compared to manual/MS Excel project planning  Does most of the required calculations  Wide range of graphs, charts, reports  Very customizable, very flexible  Makes communicating project status easier – expectation management Urban and Regional Studies Institute23 MS Project Benefits Review

24.  Very Automated – easy to lose touch  No Risk Assessment function  Must be done in MS Excel/manually  Based on PERT/CPM but also influenced by EVM  Weighs by project/task costs, not just completion  Does not consider intangible progress that is common in Social Sciences projects  Knowledge as part of the process, not just the result  Progress as part of the process not just task completion Urban and Regional Studies Institute24 MS Project Hazards Review

25.  Know the project goal before beginning  Know the required tasks before beginning  Identify resources before beginning  Identify task relationships before beginning  Refer to the tutorial as often as needed  Refer to help section as often as needed  Keep the configuration as simple as possible  Avoid losing touch with the project Urban and Regional Studies Institute25 Tips for Using MS Project

26. Urban and Regional Studies Institute26 MS Project Final Thoughts MS Project is only a tool –it does not create or “own” the project – it reflects the data provided MS Project is only a tool –it does not create or “own” the project – it reflects the data provided The simpler the configuration, the easier the data will be to understand, for all involved The simpler the configuration, the easier the data will be to understand, for all involved If the plan doesn’t look right, it probably isn’t If the plan doesn’t look right, it probably isn’t –Check resource and task assignments/relationships –Check constraints and dependencies –Look for what has changed in a plan and follow the clues - a small unintentional change can wreak havoc

27.  Dr. Anthony Filipovitch  MS Project, by Microsoft Corporation  MS Excel, by Microsoft Corporation  PM Body of Knowledge (PMBOK), Philadelphia: PMI, 2000  Project Management Institute (PMI) Resource Center  Project Management Institute Website Project Management Institute Website Urban and Regional Studies Institute27

28. You have completed URBS 609 Project Unit 1 Please proceed to URBS 609 Project Unit 2 Urban and Regional Studies Institute28 This Unit of Instruction was crafted by Robert Hugg For Minnesota State University, Mankato Urban and Regional Studies Institute - 2004