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ادارة المشاريع باستخدام Ms project للمدرب مازن الوحش
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Transcript of ادارة المشاريع باستخدام Ms project للمدرب مازن الوحش
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 1
حاصل على درجة الماجستير في إدارة نظم المعلومات MIS.
الشهادة المهنية في إدارة المشاريعPMP من المعهد العالمي األمريكي إلدارة المشاريعPMI.
الشهادة المهنية في إعداد مكتب إدارة المشاريعPMOC.
الشهادة المهنية في برنامجMS Project Professional من شركة مايكروسوفت العالمية.
الشهادة المهنية في برنامجMS Project Server من شركة مايكروسوفت العالمية.
الشهادة المهنية في إدارة المشاريع الشاملة EPMمن شركة مايكروسوفت العالمية.
الشهادة المهنية في إدارة المشاريع المتقدمةAPMC من المعهد الدولي للتعليمiil.
حاصل على شهادتين مهنيتين في نظام إدارة عالقات العمالءCRM من شركة مايكروسوفت العالمية.
عاماً في مجال إستشارات إدارة المشاريع وتطوير األعمال حيث عمل كمدير ومستشار معتمد في 14خبرة أكثر من
العديد من الجهات الحكومية والوزارات والهيئات والشركات، كما وأدار مشاريع ضخمة تزيد ميزانيتها عن
.مليون ريـال500
مازن الوحش، مستشار ومدرب معتمد في إدارة المشاريع : إعداد وتقديم PMP ID: 471250وتطوير األعمال
[email protected], (966) 531099537,
www.alwahsh.me
3
Mazen Al Wahsh, MIS, PMP, MCITP EPM, PMOC, APMC, CSSYB, MCTS MS Project, CRM, MCSD, ERCP Marketing. [email protected],+966531099537, www.alwahsh.me
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www.alwahsh.me
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 4
Welcome Location
Date & Time
Breaks
Course Requirements
Mobiles
Questions
Materials: Slides, Course CD: videos A\E,
e-books
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 5
Who Are You? Name
Organization
Role
Objectives for Course
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 6
Training Objectives
1. Introduction to Project Management
2. Learn how to install and use MS Project
3. Help participants apply the project management best practices to their own projects
4. Help candidates attain “Microsoft® Office Project, Managing Projects” MCTS Certification.
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 7
Microsoft Learning
http://www.microsoft.com/learning/
Certification Exam
number
MCTS: Microsoft Office Project 2007, Managing Projects Exam 70-632
Microsoft Project 2010, Managing Projects Exam 70-178
MCTS: Microsoft Office Project Server 2007, Managing Projects Exam 70-633
MCITP: Enterprise Project Management with Microsoft Office Project Server 2007
Exam 70-634
MCTS: Microsoft Office Project Server 2007, Configuration Exam 70-639
MCTS: Microsoft Project Server 2010, Configuration Exam 70-177
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 8
Microsoft Learning
http://www.microsoft.com/learning/
1. Exam 74-343: Managing Projects with Microsoft Project 2013,
http://www.microsoft.com/learning/en-us/exam.aspx?ID=74-343
2. Exam 74-344: Managing Programs and Projects with Project
Server 2013, http://www.microsoft.com/learning/en-
us/exam.aspx?ID=74-344
3. And this is the project server 2013 course:
http://www.microsoft.com/learning/en-us/course.aspx?id=55034a
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 9
Module 1: Getting Started with
Project
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 10
Differences Between the Professional and Standard Editions of Project
Project Professional Edition
menu commands not available in
the Standard Edition
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 11
Task data
Data Types Used by MS Project
Task name
Duration
Start date
Finish date
Task type
Percent complete
Resource data
Resource name
Resource type
Resource group
Maximum units
Standard rate
Percent work complete
Assignment data Project data
Task and resource data mapped together
Used in the Project Server environment
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 12
Project File Types MPT (Microsoft Project Template)
Used as a basis to create a project (MPP) file
Contains default and user specified options
MPP (Microsoft Project Plan)
Created from an MPT or another MPP file
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 13
Demonstration: Navigating the Office Project Interface Menu Bar
View Bar
Table area Chart area
Toolbars
Project Guide
Vertical Split Bar
Timescale
Table Headings
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 14
Views also contain:
What Are Views and Tables?
Views consist of a:
Table
Filter
Group
Formatting
Sorting
Page setup
Drawing objects
Tables are a:
Collection of columns organized by subject area (cost or tracking)
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 15
Practice: Navigating the Office Project Interface Open an existing project
Move the vertical split
Hide, insert, and move columns
Split a view and remove the split
Activate and deactivate the View Bar
Change a view
Expand and collapse outline levels
Show a specific outline level (Show Outline Level x)
Keyboard shortcuts for MS Project
http://office.microsoft.com/en-us/project-help/keyboard-shortcuts-for-project-2010-HP010352377.aspx
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 16
Module 2: Creating and Defining
Projects
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 17
The Process of Creating New Projects
Create a new project by using one of the three methods:
From a blank project
From an existing template
From an existing project
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 18
Demonstration: How to Create and Save New Projects
Your instructor will demonstrate how to:
Create a new project from an existing template
Create a new project from an existing project
Create a project from a blank project
Save a new project file
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 19
What Is the Standard Project Calendar?
The Standard project calendar:
Determines the schedule for tasks and resources
Is based upon the organization’s working hours, working days, and nonworking days
Is the default base calendar for every project
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 20
The Process of Importing Data
Brings in information from one software program into another software program
Saves time when creating task lists in a new or existing schedule
Is automated by using the Office Project Import Wizard
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 21
Demonstration: How to Import Data
Your instructor will demonstrate how to:
Import information from Office Excel
Use the Import Wizard
Import tasks from Office Outlook
File\open.
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 22
Guidelines for Importing Data
Consider the following:
Include a header row for Office Excel files (.xls)
Match data types in source and destination fields
Ensure that you Import data not formulas
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 23
Export Wizard
The Process of Exporting Data
MS Project (Source)
Export file (Destination)
OLAP (Online analytical processing) Cube
• Dimensions • Measures • Transformations
1A
3A
Export Map • Data filtering • Field mapping • Transformations
Visual Report
1B
2B
2A
3B
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 24
Defining Options and File Properties
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 25
Demonstration: Completing the Project Information Dialog Box
Your instructor will demonstrate how to complete the Project Information dialog box (project\project information)
Start Date = Forward Scheduling
Finish date is calculated End Date = Backward Scheduling
Start date is calculated
In forward or backward scheduling, any time you change the start or finish date of your project, the entire schedule is recalculated. This feature is useful for seeing the results of various scenarios, such as seeing how a one-month change might alter the calculated beginning and ending dates of your scheduling.
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 26
Ramifications for Choosing the Schedule From Date
Option 1 – Choose Schedule From Start Date
Ramifications
End date will be calculated
Default constraint will be ASAP
Option 2 – Choose Schedule From Finish Date
Ramifications
Start date will be calculated
Default constraint will be ALAP
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 27
What Is Change Highlighting? Change highlighting—
A new feature in Office Project
Automatically highlights cells that recalculate because of a change
Advantage: Visually displays the impact is on every schedule item affected
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 28
What Is a Milestone? Indicates a major event or check point in the schedule
Any task with zero duration
Used to monitor schedule progress
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 29
Demonstration: How to Create an Outline
Your instructor will demonstrate how to:
Display change highlighting
Indent and outdent tasks
Create a multilevel outline
Enter a milestone task
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 30
Work Breakdown Structure
Deliverable-oriented hierarchical decomposition of the work to be executed by the project team to accomplish the project objectives and create the required deliverables
Organizes and defines the total scope of the project
Work not in the WBS is outside the scope of the project
Used to develop and confirm understanding of project scope among stakeholders
Usually illustrated in chart form, but does not have to be
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 31
What Is the Purpose of Work Breakdown Structure Codes?
WBS Codes are added to the project schedule to:
Identify each task’s location in the outline structure of the project
Assist with reporting and tracking
Help an organization connect a task item with another process or system
• Insert column\WBS. OR • Tools\options\view\show outline number
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 32
Demonstration: How to Create Custom WBS Codes and Set Outline View Options
Your instructor will demonstrate how to:
Define a custom WBS code structure
Generate WBS codes
Show the project summary task
Project\WBS\define code. Ex. (Project Code Prefix: PR, Sequence: Numbers Length: 2, Separator: .)
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 33
Module 3: Working with Estimates
and Dependencies
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 34
What Is Estimating and What Is Its Relationship to Scheduling?
Estimates are the first pieces entered to build your schedule
Duration is length of time
Work is amount of effort
Units is number of resources
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 35
What Is the Scheduling Formula?
Duration × Units = Work
Duration is the number of business days spanning from the start and to the finish of a task
Units is the number of resources needed to accomplish a task
Work is the amount of time the resources need to accomplish a task
Omar & Ali assigned to do task of 1 day and 8 hours 8 x 2 = 16 hr
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 36
What Are Dependencies? Types of task dependencies
Predecessor—The task that drives the relationship
Successor—The task that is driven by the relationship
Types of task dependency links
FS—Successor begins when predecessor finishes
SS—Successor begins when predecessor begins
FF—Successor finishes when predecessor finishes
SF—Successor finishes when predecessor starts
http://data.bolton.ac.uk/learningresources/projman/units/u02/u02.html
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 37
What Impact Do Dependencies Have on the Overall Project Schedule?
Using dependencies— Makes your schedule dynamic
Causes changes to automatically recalculate the schedule
Causes start and finish dates to be automatically generated
Provides visual verification when running scenarios
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 38
Considerations for Adding Lag or Lead Time
Consider the following:
Use lag time when two tasks need to be separated for part of the time (xFS + 1)
Use lead time when two tasks need to run in parallel for part of the time (xFS - 1)
Use a specific value when the task values are fixed even if duration changes (xFS + 3)
Use a percentage value when values need to be recalculated as the predecessor’s duration changes (xFS + 50%)
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 39
A
B
C
E
F
G
J
A=1 H=3
B=4
G=7
C=2
D=6
E=5
I=2
J=2 F=7
Path1: A-E-H-J=11 days
Path2: B-D-H-J=15 days
Path3: B-F-J=13 days
Path4: C-G-I-J=14 days
The Critical Path is Path2
Start End
I
D
H
What Is the Critical Path Method?
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 40
What Is the Critical Path Method?
Forward Pass (FP)—All tasks are scheduled ASAP; ES and EF values are calculated by Project
Backward Pass (BP)—All tasks are scheduled ALAP; LS and LF values are calculated by Project
Total Slack—The smaller of Project calculated Start and Finish values
Positive Slack—Total slack value greater than zero
Zero Slack—Total slack value equal to zero
Negative Slack—Total slack value less than zero, task can not be delayed and it is already affecting the project finish date, slack can only be negative if there are constraints, deadlines, or other drivers affecting the task scheduling.
Total slack = LS – ES or LF - EF
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 41
What Is a Critical Task?
It is actually a task’s total slack value that determines whether it is critical or not
The default value for any task to be defined as critical is a total slack value of less than or equal to zero days
In Office Project , the value for criticality can be configured
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 42
Module 4: Working with Deadlines,
Constraints, and Task Calendars
3 methods for tracking task restrictions.
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 43
What Are Deadlines and Constraints?
Deadlines link a single target date to a task without affecting the project schedule
Constraints link a target date to either the start date or the finish date of a task
The two most commonly used methods for tracking
simple task restrictions:
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 44
Considerations for Using Deadlines
If a task is delayed, the deadline may be missed
Deadlines are not visible in all views (only Gantt chart view and task-based views including indicator field)
Total slack may be recalculated by a deadline
The critical path may be changed by a deadline
If scheduling from the project finish date, a deadline can affect the scheduling of a task
an individual deadline date usually does note affect the overall project schedule, but it can have an influence on the criticality of a task and, therefore, on the critical path.
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 45
What Are the Eight Constraint Types?
Constraint category Constraint type
Flexible As Late As Possible (ALAP)
As Soon As Possible (ASAP)
Semi-flexible
Start No Earlier Than (SNET)
Finish No Earlier Than (FNET)
Start No Later Than (SNLT)
Finish No Later Than (FNLT)
Inflexible Must Finish On (MFO)
Must Start On (MSO)
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 46
The Effect of Constraints on the Project Schedule
Flexible constraints
Not associated with any specific date
Does not override other scheduling drivers such as calendars and task dependencies
Semi-flexible constraints
Associated with a specific date, in at least one direction
May override other scheduling drivers such as calendars and task dependencies
Inflexible constraints
Associated with a specific date that drives the task start or finish date
Overrides other scheduling drivers such as calendars and task dependencies
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 47
Module 5: Working With Resources
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 48
What Is a Resource?
Resources can be:
People
Materials
Tools
Machinery
Resources are what you use to accomplish the work on
a project
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 49
What Are the Types of Resources?
Work Resources
Material Resources
Cost Resources
Budget Resources
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 50
What Is an Assignment Unit?
An assignment unit:
Is created when a resource is assigned to a task
Represents the portion of a resource that is allocated to a specific task
Is displayed as a percentage or decimal (values above 1, or above 100%, usually represent a single resource working more than full time or multiple resources).
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 51
Module 7: Customizing and Formatting
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 52
Reasons to Create Customized Tables and Views MS Project will allow you to address each user’s
individual needs
It is easy to configure data to present to different audiences, such as executives, clients, and team members
You are able to include organization specific codes in a project
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 53
What Are Objects and Elements?
Objects
Refers to all of the views and tables
Elements
Refers to the individual items that make up an object
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 54
Guidelines for Creating Templates
Starting with a template can save you valuable time that could be spent on other important issues
Standardization is another very important reason to use templates
Project management, like any discipline, has best practices to follow
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 55
What Are Fields and Tables?
Fields
Divided into two categories:
Resource fields
Task fields
Each category has its own set of data and cannot be used with the other category
Tables
All of the views in MS Project are based on tables
You can add or remove fields from the table using the Insert column and the Hide column
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 56
How Formulas Are Created Formulas add an extra dimension to custom fields
Formula dialog box
Used to edit existing formulas
Used to create new formulas
IIf function
Expression—Logical comparison
Truepart—If the expression is true
Falsepart—If the expression is false
Formulas are available to all field types except outline codes
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 57
Example IIF (immediate if) Function
IIf([Actual Finish]>[Finish],"past due", "on or ahead")
This will set the value of the field to either “past due” or “on or ahead.”
Now() is the current date.
[] signifies a field name in Office Project .
So, if the current date is greater than the finish date, then the value will equal “past due;” otherwise, the value will equal “on or ahead.”
1. Tools\customize\fields\task\type = “Text”, Name = “Task Status” 2. Formula\write above formula\OK\OK 3. Insert column\”Task Status”
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 58
Display Graphical Indicators
1. Tools\customize\fields\task\select “Task Status” 2. Under “values to display” select “graphical indicators” 3. Fill the screen with above shown in image, then click OK
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 59
Display Graphical Indicators
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 60
What Are Filters and Groups?
Filters
Display data on a selective basis
Display only matching data
Can be customized to display data in the way you need it
Groups
Categorize
Sort
Summarize
Reorganize resource and task data
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 61
Guidelines for Creating Filters and Groups
Filters
You will need to determine what rows you want to display
You will need to define the logic necessary to select your desired data
If you are going to create a new filter, copy an existing filter that is similar, modify it, and save as a new filter
Be sure and give the new filter a name that is meaningful and that will segregate it from the predefined filters
Groups
Formatting, sorting, page setup, and drawing objects
You will need to determine how you want the data to be grouped and sorted
You will need to define the logic necessary to produce the desired display
If you are going to create a new group, copy an existing group that is similar, modify it, and save as a new group
Be sure and give the new group a name that is meaningful and that will segregate it from the predefined groups
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 62
The Purpose and Use of the Global.mpt
The Global.mpt is a master template that stores built-in features such as toolbars, menu, bars, objects, including views, tables, calendars, filters, toolbars, and default settings.
Tasks, resources, and assignments are not stored in the Global.mpt, but can be added to a corporate template if desired.
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 63
What Is the Organizer?
The Organizer:
Manages views, tables, filters, groups, and many other object types
Renames, deletes, and copies objects to other projects or the global template
If you copy an object to the Global.mpt, it will not become available for use until you save the project schedule and close Office Project .
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 64
Module 8: Analyzing Resource
Utilization
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 65
How Resource Availability Is Used When Making an Assignment
Work field values recalculate based upon the following formula
Remaining availability values change to reflect the resource’s reduced availability based upon the following formula
Remaining Availability = Availability − Work
Work = Duration × Assignment Units
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 66
What Is an Overallocated Resource?
An overallocated resource:
Has been assigned more work than can be done within the defined availability
Is indicated with a Yes in the Overallocated field in a project-oriented and resource-oriented views
Might not be captured if the WBS is incomplete or the resources are assigned to multiple projects
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 67
How Resources Become Overallocated
A resource is overallocated if the total work exceeds the work availability for that resource during a given time period
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 68
How Leveling Solves Overallocations The purpose of leveling is to allocate resource workloads
evenly within their availability.
Office Project pushes work out to the future, where the overallocated resources have no assignments. A better description of the term would be workload leveling because it is effectively the practice of distributing a workload evenly across a resource’s calendar.
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 69
The default leveling order of precedence is:
1. Tasks with overallocated resources.
2. Row ID (lowest ID to highest ID).
3. Tasks without predecessors.
4. Tasks with predecessors.
5. Total slack (highest total slack to lowest total slack).
6. Priority level (lowest priority to highest priority).
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 70
Task that cannot be delayed, rescheduled or leveled include:
• Tasks with Must Start On and Must Finish On constraints.
• Tasks with actual start dates.
• Tasks with As Late As Possible constraints if the project is scheduling from the project start date.
• Tasks with As Soon As Possible constraints if the project is scheduling from the project finish date.
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 71
3 Methods you can use to resolve resource overallocation:
1. Add more of a specific type of resource to increase its availability.
2. Use the automated Resource Leveling functions.
3. Do resource leveling manually. (Resource Usage view)
• The Resource Leveling dialog box contains configuration options for each of these methods (tools\level resources). • Specify whether you want Project to level automatically (as soon as it detects an overallocation) or manually (only when you click Level Now). • Clear leveling values before leveling Indicates that any delays previously entered as a result of leveling, or as a result of manually entering leveling delay, are to be cleared before the next leveling operation is done.
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 72
Techniques to Manually Correct Overallocated Resources
Find wherever peak units exceeds available units or maximum units
Either increase those resources’ availability or change the timing of the assignments
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 73
How Varying Availability Affects an Assignment Work contours—flat, back-loaded, front-loaded, late peak
Add the Work Contour task field to the sheet portion of the (Resource\Task) Usage view when you
want to see the corresponding Work Contour fields for the individual assignments on the
(resource\task).
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 74
Module 9: Tracking Progress
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 75
Formulas Used to Calculate Percentages
Percent (%) Complete = Actual Duration / (Actual Duration + Remaining Duration) × 100
Percent (%) Work Complete = Actual Work /
(Actual Work + Remaining Work) × 100
• ex: Task A, estimated duration = 6 days. • today: actual duration = 2 days, remaining duration = 6 days. • % Complete = 2 / (2 + 6) x 100 = 25%
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 76
Considerations for Choosing an Update Strategy
An update strategy must:
Take place regularly and consistently
Be informative and relevant and the data must be readily available
Conform to a process that is widely supported by team members, easily understood by all stakeholders, and encourages compliance
Automatically reschedule unfinished work
Rely on a consistent method regarding the level of detail required
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 77
How Schedules Are Updated
Plan the work and save a baseline
Execute the work and collect performance information from project environment:
a. About tasks
b. About work resources (people)
c. About costs (other than people)
Record performance information in Office Project
Revise forecasts about remaining work
Repeat steps 1 through 4 until the project is complete
1
2
3
4
5
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 78
What is the Baseline and How is it Used?
Baselines
Provide the original thinking and intent of the total project effort, including:
Resources
Costs
Timeline
Confirm actual performance against the expected performance
Can consist of up to 11 baselines
Baseline: the originally approved plan plus or minus
any approved changes
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 79
The Process of Updating Duration
Plan the work by using duration estimates and save a baseline
Execute the work and collect duration performance information from the project environment:
a. About actual start and finish dates
b. About remaining duration until expected delivery of deliverables or the end of assignments
Record duration performance information in Office Project
Revise forecasts about remaining durations
Repeat steps 1 through 4 until the project is complete
1
2
3
4
5
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 80
Guidelines for Collecting Duration Updates
Do not mix data types (duration, work,…etc)
Emphasize the reporting of responsible estimates
Timesheets \ status reports
Ensure that the whole team:
Has the same understanding of the methodology
Follows the same methodology consistently
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 81
Demonstration: How to Enter Progress Data
In the Tracking Gantt view add the following columns and display the Tracking toolbar:
1. % Complete
2. Baseline Duration, Baseline Start, Baseline Finish
3. Actual Duration, Actual Start, Actual Finish
4. Remaining Duration
5. Start Variance, Finish Variance
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 82
Practice: Update Duration
In this practice, you will be able to: update tasks with actual durations
Estimate durations and save baseline
Execute work
Collect actual duration results and estimate
Remaining durations
Repeat
1
2
3
4
5
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 83
The Process of Updating Work and Cost is the same as Duration
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 84
Guidelines for Capturing Lessons Learned
Use every stage of the project in addition to regular status meetings
Capture lessons early and often
Capture what went well and what to improve
Make lessons learned searchable and indexable
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 85
Module 10: Creating Reports
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 86
What Are the Basic Report Categories?
Six basic report categories:
Overview—Shows high-level project information
Current Activities—Shows information on project tasks
Costs—Shows information on project costs.
Assignments—Shows information on project assignments
Workload—Shows information on project workloads
Custom—Includes reports that have been copied and customized
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 87
Guidelines for Getting the Most Out of Basic Reports
Use them to simplify your basic project reporting
Change their appearance to suit your needs
Be consistent in your choice of basic report types and formats both within and between projects
Customize basic reports to suit your needs by applying different tables, filters, groups, and sort orders
Create the necessary underlying tables, filters, and groups by using the same name to ensure these objects have been defined for future migration
Use customized basic reports for other projects by migrating them directly or saving them to the global template
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 88
What Are Visual Reports?
Visual reports:
Are used for multi-dimensional data sets or time-phased information
Can use Excel PivotTables and Visio Pivot Diagrams to quickly generate sophisticated reports
Come in 16 pre-defined templates organized in six categories:
Task Usage
Resource Usage
Assignment Usage
Task Summary
Resource Summary
Assignment Summary
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 89
About (Exam 70-178), TS: Microsoft Office Project 2010,
Managing Projects
The exam is a mental marathon that has a large impact on your future
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 90
Overview About this Exam
Candidates for Exam 70-178 use Microsoft Office Project Standard 2010 or
Microsoft Office Professional 2010 standalone desktop features (excluding
Project Server features) to build, maintain, and control well-formed project
plans.
Credit Toward Certification
When you pass Exam 70-178: TS: Microsoft Office Project 2010, Managing
Projects, you complete the requirements for the following certification(s):
Microsoft Certified Technology Specialist: Managing Projects with Microsoft
Office Project 2010
Exam 70-178: TS: Microsoft Office Project 2010, Managing Projects: counts
as credit toward the following certification(s): Microsoft Certified IT
Professional: Enterprise Project Management with Microsoft Office Project
Server 2007
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 91
Skills Being Measured This exam measures your ability to accomplish the technical tasks
listed below.
Configuring Tools and Options Set up Schedule options.
Set up Calculation options.
Set up Interface options.
Set up View options.
Set up General options.
Set up Calendar options.
Set up Security options.
Setting Up a Project Create and modify a template.
Select a template.
Enter project information.
Manage calendars.
Import and export data.
Estimating, Scheduling, and Budgeting Tasks Create a WBS.
Create and modify tasks.
Estimate and budget tasks.
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Skills Being Measured (Cont.) Sequence tasks.
Identify and analyze critical tasks and critical path.
Manage multiple projects.
Resourcing Project Plans Forecast time-phased generic skill or role
requirements.
Create, modify, and use resource pools.
Add, change, substitute, or remove resource assignments.
Predict durations and work calculations.
Optimize resource utilization.
Updating and Reporting on Project Performance Save and modify
baselines.
Enter task updates.
Reschedule incomplete work.
Track project progress.
Analyze variance.
Create, modify, and delete objects.
Create reports.
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 93
Published:
Language(s): English, French, German, Japanese, Spanish, Chinese (Simplified)
Technology: Microsoft Office Project 2010
Type: Proctored Exam
How to get it: Schedule your exam through the following exam provider: www.prometric.com, or through testing center
Passing Score: 700 out of 1000
#of questions: 65 multiple choice (select more than one answer)
Time: 2.5 hr
Cost: 500 SR
About (Exam 70-178), TS: Microsoft Office Project 2010,
Managing Projects
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 94
: دورات أخرى للمدرب PMPإدارة المشاريع اإلحترافية دورة
هذه الدورة هي عبارة عن برنامج متكامل إلدارة المشاريع يعتمد بشكل رئيسي على منهجية إدارة المشاريع
وهي ”المشروعاتالدليل المعرفي إلدارة ” والمسمى بـ (PMI)الخاصة بالمعهد العالمي إلدارة المشاريع
شرح اإلطار العام إلدارة مثل ( PMP)مدير المشاريع المحترف “بالتالي تقوم بتغطية كل ما يتعلق بشهادة
المشروعات، دورة عمل وتنظيم المشروع، مراحل إدارة المشروع، إدارة تكامل المشروع، إدارة نطاق عمل
المشروع، إدارة وقت المشروع، إدارة تكاليف المشروع، إدارة جودة المشروع، إدارة موارد المشروع
البشرية، إدارة اتصاالت المشروع، إدارة أخطار المشروع، إدارة توريد مستلزمات ومشتريات المشروع، و
.أخيرا األخالقيات المهنية إلدارة المشاريع
هذه الدورة موجهة إلى شريحة متنوعة من المستهدفين من عاملين بمختلف التخصصات كالجامعات
والهيئات والمؤسسات والمصانع والمكاتب االستشارية وتقنية المعلومات والبحث والتطوير والتسويق
وغيرها، ويعد البرنامج مهم كذلك للتنفيذيين والمدراء والمشرفين في القطاعين الخاص والحكومي المهتمين
.بإدارة الشركات والمشاريع التي تحتاج إلى التخطيط والجدولة والرقابة
وقد البرنامج إال وتحتوي الدورة على ورشة عمل يشارك فيها المتدربون من أول أيام التدريب بحيث الينتهى
قام كل منهم بإعداد خطة عمل سواًءا لمشروعه الجديد أو المشروع الذي يديره حالياً، ويطلب من المتدربين
.تقديم عرض تقديمي لمشاريعهم في آخر يوم ومناقشته أمام زمالئهم
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 95
: دورات أخرى للمدرب Business Planning Course دورة تخطيط األعمال
تهدف هذه الدورة إلى تعريف المشاركين بمفهوم وأهمية التخطيط وموقعه من العملية
االدارية، والتعرف على ادوات التخطيط الحديثة ومهارات اعداد خطط العمل ثم تحويل
.الخطط الى واقع تتحقق فيه أهداف المنظمة بفعالية
بناء : ويتم تزويد المشاركين بالمهارات العملية الالزمة إلعداد تفاصيل خطة العمل مثل
، وخطة التسويق Executive summary، والملخص اإلداري Identityهوية الشركة
، والخطة HR Plan، وخطة الموارد البشرية Marketing & Sales Planوالمبيعات
.وغيرها من األجزاء الهامة لخطة العمل, Financial Planالمالية
وتحتوي الدورة على ورشة عمل يشارك فيها المتدربون من أول أيام التدريب بحيث
الينتهى الكورس إال وقد قام كل منهم بإعداد خطة عمل سواًءا لمشروعه الجديد أو
المشروع الذي يديره حالياً، ويطلب من المتدربين تقديم عرض تقديمي لمشاريعهم في
.آخر يوم ومناقشته أمام زمالئهم
96
Mazen Al Wahsh, MIS, PMP, MCITP EPM, PMOC, APMC, CSSYB, MCTS MS Project, CRM, MCSD, ERCP Marketing. [email protected],+966531099537, www.alwahsh.me
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Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 97
في الختام أتوجه إليكم بالشكر الجزيل على منحي هذه الفرصة ألكون معكم
محبكم مازن الوحش
+966531099537
www.alwahsh.me
Thank YOU