ادارة المشاريع باستخدام Ms project للمدرب مازن الوحش

97
Mazen Al Wahsh, MSc. MIS, PMP, MCITP EPM, PMOC, MCTS, MBSCP CRM, MCSD, MCP, ERCP Marketing. [email protected], +966531099537, page 1

Transcript of ادارة المشاريع باستخدام Ms project للمدرب مازن الوحش

Page 1: 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

Page 2: ادارة المشاريع باستخدام Ms project للمدرب مازن الوحش

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

Page 3: ادارة المشاريع باستخدام Ms project للمدرب مازن الوحش

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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

Page 4: 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 4

Welcome Location

Date & Time

Breaks

Course Requirements

Mobiles

Questions

Materials: Slides, Course CD: videos A\E,

e-books

Page 5: 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 5

Who Are You? Name

Organization

Role

Objectives for Course

Page 6: 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 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.

Page 7: 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 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

Page 8: 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 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

Page 9: 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 9

Module 1: Getting Started with

Project

Page 10: 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 10

Differences Between the Professional and Standard Editions of Project

Project Professional Edition

menu commands not available in

the Standard Edition

Page 11: 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 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

Page 12: 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 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

Page 13: 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 13

Demonstration: Navigating the Office Project Interface Menu Bar

View Bar

Table area Chart area

Toolbars

Project Guide

Vertical Split Bar

Timescale

Table Headings

Page 14: 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 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)

Page 15: 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 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

Page 16: 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 16

Module 2: Creating and Defining

Projects

Page 17: 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 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

Page 18: 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 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

Page 19: 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 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

Page 20: 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 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

Page 21: 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 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.

Page 22: 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 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

Page 23: 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 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

Page 24: 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 24

Defining Options and File Properties

Page 25: 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 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.

Page 26: 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 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

Page 27: 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 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

Page 28: 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 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

Page 29: 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 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

Page 30: 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 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

Page 31: 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 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

Page 32: 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 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: .)

Page 33: 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 33

Module 3: Working with Estimates

and Dependencies

Page 34: 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 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

Page 35: 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 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

Page 36: 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 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

Page 37: 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 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

Page 38: 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 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%)

Page 39: 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 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?

Page 40: 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 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

Page 41: 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 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

Page 42: 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 42

Module 4: Working with Deadlines,

Constraints, and Task Calendars

3 methods for tracking task restrictions.

Page 43: 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 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:

Page 44: 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 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.

Page 45: 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 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)

Page 46: 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 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

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Module 5: Working With Resources

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What Is a Resource?

Resources can be:

People

Materials

Tools

Machinery

Resources are what you use to accomplish the work on

a project

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What Are the Types of Resources?

Work Resources

Material Resources

Cost Resources

Budget Resources

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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).

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Module 7: Customizing and Formatting

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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

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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

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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

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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

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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

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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”

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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

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Display Graphical Indicators

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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

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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

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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.

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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 .

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Module 8: Analyzing Resource

Utilization

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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

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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

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How Resources Become Overallocated

A resource is overallocated if the total work exceeds the work availability for that resource during a given time period

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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.

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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).

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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.

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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.

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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

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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).

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Module 9: Tracking Progress

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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%

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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

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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

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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

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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

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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

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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

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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

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The Process of Updating Work and Cost is the same as Duration

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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

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Module 10: Creating Reports

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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

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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

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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

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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

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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

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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.

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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

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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

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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

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Mazen Al Wahsh, MIS, PMP, MCITP EPM, PMOC, APMC, CSSYB, MCTS MS Project, CRM, MCSD, ERCP Marketing. [email protected],+966531099537, www.alwahsh.me

قع مو

شارست

امل

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وحن ال

ماز

ww

w.a

lwah

sh.m

e للتواصل مع المدرب

يرجى التسجيل في القائمة البريدية

في الموقع

www.alwahsh.me

Page 97: 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 97

في الختام أتوجه إليكم بالشكر الجزيل على منحي هذه الفرصة ألكون معكم

محبكم مازن الوحش

[email protected]

+966531099537

www.alwahsh.me

Thank YOU