1. Department of Mechanical Engineering, The Ohio State University Sl. #1GATEWAY Project Management Principles and Concepts

2. Department of Mechanical Engineering, The Ohio State University Sl. #2GATEWAY Beginning a Project  Three essential documents  Work Statement  Time Schedule  Budget  These documents are important in completing a proposal for funding

3. Department of Mechanical Engineering, The Ohio State University Sl. #3GATEWAY Statement of Work  Work Statement  List of tasks  Assigned roles for individuals/ subgroups  Deliverable items »Design Drawings »Written Specifications for Manufacture

4. Department of Mechanical Engineering, The Ohio State University Sl. #4GATEWAY Time Schedule  Order of Tasks should be determined  Sufficient time must be allotted for each task  Gantt Chart can be helpful  Graphical representation of Project ‘time-line’

5. Department of Mechanical Engineering, The Ohio State University Sl. #5GATEWAY Gantt Chart

6. Department of Mechanical Engineering, The Ohio State University Sl. #6GATEWAY PERT/CPM  Developed at the height of the Cold War  PERT: Program Evaluation and Review Technique  Developed by Booz-Allen  CPM: Critical Path Method  Developed by DuPont  A tool used for complex planning and program control

7. Department of Mechanical Engineering, The Ohio State University Sl. #7GATEWAY PERT/CPM: Work Breakdown Structure  Identify/list tasks and approximate time line P.G. Dominick et.al Tools and Tactics of Design. Pp.104. ©2001

8. Department of Mechanical Engineering, The Ohio State University Sl. #8GATEWAY PERT/CPM: Activity Network and Critical Path P.G. Dominick et.al Tools and Tactics of Design. Pp.104. ©2001

9. Department of Mechanical Engineering, The Ohio State University Sl. #9GATEWAY PERT/CPM: Start Times and Slack Times  Earliest and Latest possible start times  Must be determined from combination of Critical path and non-critical path tasks  Slack Times  Calculated by subtracting Earliest start time from Latest.  Note: PERT/CPM is a useful planning tool, but Gantt is a useful control tool to monitor ongoing progress

10. Department of Mechanical Engineering, The Ohio State University Sl. #10GATEWAY Project Budget  Developed from work statement and project schedule  Personnel frequently share time with projects  Time must be correctly charged to appropriate projects  Allocates necessary resources  Computer services(Design Analysis)  Materials/Equipment(Testing / Prototype)  Staff benefits / Company Profits

11. Department of Mechanical Engineering, The Ohio State University Sl. #11GATEWAY Working Specifications  Designer must determine necessary data to pursue design  “Functional Specification” usually generated before starting work  Working Specification  Contains necessary data to fully design the concept  Assembled from data in analytical design

12. Department of Mechanical Engineering, The Ohio State University Sl. #12GATEWAY Design Layout  Possibly most important document in engineering design  Details should enable construction of machine or component  Layout Drawings (dimensions/materials/parts)  Supporting Documents  Does not necessarily include fine details  Tolerances

13. Department of Mechanical Engineering, The Ohio State University Sl. #13GATEWAY Layout Specifications: Mechanical Drawing  Should show how parts come together  Assembly drawing, exploded / isometric view  Sectioning  Separate drawings for complicated sub-assemblies  Represent largest scale possible (full scale preferred)

14. Department of Mechanical Engineering, The Ohio State University Sl. #14GATEWAY Design Layout: Schematics and Flowcharts  Documents that explicitly indicate how device works  Electrical devices  Block diagrams  Electrical Circuit diagrams  Appropriate labeling (English, not code)

15. Department of Mechanical Engineering, The Ohio State University Sl. #15GATEWAY Design Reviews  Design is presented to a panel to evaluate design  Consists of Engineers »Representatives from Manufacturing, Marketing, Sponsors, etc.  Opportunity to improve design  Appropriate time to schedule modifications/ re-allocate resources.

16. Department of Mechanical Engineering, The Ohio State University Sl. #16GATEWAY Project Notebook  Often required for keeping track of intellectual property rights  Should contain  Record of work done by individual  Additional data can be attached  Signed / Dated pages  Completeness is a must  Corrections should be referenced

17. Department of Mechanical Engineering, The Ohio State University Sl. #17GATEWAY Technical Report  Used to discuss the final product  Concise yet comprehensive  Detailed drawings etc. can be referenced in Appendices  Aim should be general audience

18. Department of Mechanical Engineering, The Ohio State University Sl. #18GATEWAY Key Elements of a Technical Report -Abstract (summary of project) -Problem Statement -Conceptual Ideas -Working Specifications -Design Layout -Supporting Analysis -Design Review -Cost Analysis

19. Department of Mechanical Engineering, The Ohio State University Sl. #19GATEWAY Presentation  Necessary in order to communicate completed design to the customer  Professionalism is key

20. Department of Mechanical Engineering, The Ohio State University Sl. #20GATEWAY Common Rules  Visual Aids  Large Type  Heavy Line weights for drawings  One major idea per transparency  Special effects are easy with MS PowerPoint™  “A picture is worth a thousand words”

21. Department of Mechanical Engineering, The Ohio State University Sl. #21GATEWAY Conclusion  Above methodology can be useful in working towards a goal in any project team setting.  Engineering jobs are centered around problem-solving teams  Developing project management skills today can ensure your success tomorrow!

22. Department of Mechanical Engineering, The Ohio State University Sl. #22GATEWAY Credits  This module is intended as a supplement to design classes in mechanical engineering. It was developed at The Ohio State University under the NSF sponsored Gateway Coalition (grant EEC-9109794). Contributing members include:  Gary Kinzel…………………………………. Project supervisors  Amita Danak..……………. ………………... Primary authors  Amita Danak………………... ……….…….. Module revisions  L. Pham ………………………………….….. Audio voice K.J. Waldron, A.T. Conlisk, K.Ishii and T.G. Foster. Mechanical Design, Course Notes. The Ohio State University. Columbus, OH ©1999 P.G. Dominick, J.T. Demel, W.M. Lawbaugh, R.J. Freuler, G.L. Kinzel, E. Fromm. Tools and Tactics of Design. John Wiley and Sons, Inc. New York © 2001.

23. Department of Mechanical Engineering, The Ohio State University Sl. #23GATEWAY Disclaimer This information is provided “as is” for general educational purposes; it can change over time and should be interpreted with regards to this particular circumstance. While much effort is made to provide complete information, Ohio State University and Gateway do not guarantee the accuracy and reliability of any information contained or displayed in the presentation. We disclaim any warranty, expressed or implied, including the warranties of fitness for a particular purpose. We do not assume any legal liability or responsibility for the accuracy, completeness, reliability, timeliness or usefulness of any information, or processes disclosed. Nor will Ohio State University or Gateway be held liable for any improper or incorrect use of the information described and/or contain herein and assumes no responsibility for anyone’s use of the information. Reference to any specific commercial product, process, or service by trade name, trademark, manufacture, or otherwise does not necessarily constitute or imply its endorsement.