In MS Project , you can have several number of sub-tasks under any higher level task. These higher level tasks are called Summary Task. At an even higher level, they are called Phases. Remember because summary task is not a separate task entity but a phase of the project with several sub-tasks in it, the duration of the summary task is from the start of the first sub-task to the finish of the last sub-task.

This will be automatically calculated by MS Project. Of course, you can enter a manual duration of the summary task as well which could be different from the automatically calculated duration.

MS Project will keep track of both but this can cause significant confusion. In most cases, you should ensure that there is no manually entered duration for any task you will be using as a Summary Task.

If you would like to group Task 4 and Task 5 into a Summary Task 1. You can do it in two ways. Method 1 Select the names of Task 4 and Task 5. Rename it to Summary Task 1. Method 2 You can click Task 4 row.

You can rename the Task. Here it is renamed as Summary Task 1. Now select Task 4 and Task 5. For example, Task 2 can start once Task 1 has finished. These dependencies are called Links. A Guide to the Project Management Body of Knowledge PMBOK Guide does not define the term dependency, but refers to it as a logical relationship, which in turn is defined as a dependency between two activities, or between an activity and a milestone. In MS Project, the first task is called a predecessor because it precedes tasks that depend on it.

The following task is called the successor because it succeeds, or follows tasks on which it is dependent. Any task can be a predecessor for one or more successor tasks. Likewise, any task can be a successor to one or more predecessor tasks. There are only four types of task dependencies, here we present them with examples. Most used. One does not have to finish collecting survey response before starting the tabulation.

Least used. Method 1 Select the two tasks you want to link. In the following screenshot taken as an example, we have selected names, Task 1 and Task 2. Task 1 and Task 2 are linked with a Finish-to-Start relationship. A drop down box appears with all Tasks defined in the project. Choose the predecessor task.

Click OK. Here I have chosen Task 3. All tasks get linked. To select non-adjacent tasks, hold down Ctrl key and select each task separately. Respect Links If you are in Manually Scheduled mode, any change in duration of the predecessor task will not reflect on Start date of Task 4.

Scheduling is controlled in two ways. Manual Scheduling: This is done to quickly capture some details without actually scheduling the tasks.

It calculates values such as task durations, start dates, and finish dates automatically. It takes into accounts all constraints, links and calendars. For example, at Lucerne Publishing, the new book launch plan has been reviewed by the resources who will carry out the work and by other project stakeholders.

Although you expect the plan to change somewhat as you learn more about the book launch, you now have enough confidence in the overall plan to switch from manual to automatic task scheduling.

Converting Task to Automatic Schedule We have three different methods to convert a task to automatic schedule. Method 1 If you want to change the mode for a particular task, say Task 5 in the following example.

Click on Task Mode cell in the same row. Then, click the down arrow to open a dropdown box, you can select Auto Scheduled. Method 3 To switch completely to Auto Schedule mode: Toggle the scheduling mode of the plan by clicking the New Tasks status bar at the bottom-left and then selecting Auto scheduling mode. Go to File tab and click Options. They can be people, equipment, facilities, funding, or anything except labor required for the completion of a project task.

Optimum Resource Scheduling is the key to successful project management. Travel expenses, food expenses, etc. For example, paint being used while painting a wall. Note: Be aware of the crucial difference between People and Equipment resources. People resources will have limited work hours, say 6, 8 or 12 hours. Equipment resources have different working capacities of 2, 8 or 24 hours and could have maintenance breaks as well. Also note, that it is possible multiple people resources might be using one equipment resource, or one equipment might be accomplishing multiple tasks.

Enter Work Resource Names You can enter resource names according to your convenience. Click the cell directly below the Resource Name heading column. Enter Resources as an individual person, job function or group. The resource is available full-time on each workday. If a resource does not represent an individual person but a job function, where a group of people with the same skill set can work on the task, we can enter larger Max Units to represent the number of people in the group.

Click the Max. Units field for the Engineers resource. Press Enter. Units would mean you expect the resource capacity to be lower than a full-time resource. Click the cell directly below Resource Name heading column.

Enter Resource as an individual or job function. You can also enter overtime rates for work resources. Standard rates are calculated on per hour basis. Costs per use on the other hand are costs that do not vary with task. Cost per use is a set fee used up to complete a task. There are three types of resources: work, material, and cost. Like paint being used while painting a wall. People resources will have limited work hours say 6, 8 or 12 hours.

Equipment resources can have different working capacities of 2, 8 or 24 hours and could have maintenance breaks as well. Also note that it is possible multiple people resources might be using one equipment resource, or one equipment might be accomplishing multiple tasks. Cost resources do not use pay rates. Remember cost per use and cost resources are two different things.

Cost resources are financial cost associated with a task, like travel expenses, food expenses, etc. The cost value of cost resource is only assigned when you assign cost resource to a task. MS Project will not automatically apply overtime calculations. Click the cell directly below Resource Name heading column to create Resources. Click the Std. Rate field for each resource to costs in hourly default , daily, weekly, monthly and yearly rates.

In the following example, the resource Rasmus is left at zero. Click the Ovt. Rate field to enter overtime rates. Double-click the Resource, a Resource Information dialog box opens.

Click on Notes tab. Hovering over it will make the note appear. Set Up Cost Resources You can use a cost resource to represent a financial cost associated with a task in a plan. Examples of cost resources are travel, food, entertainment and training. So it is obvious that cost resources do no work on a task and do not affect scheduling of a task. Cost value of the cost resource is entered when assigning it to a task. Click the empty cell in the Resource Name column.

Type Training and press the Tab Key. In the Type field, click the down arrow to select Cost. MS Project — Assign Resources to Task MS Project Once the task and resource list are complete, resources need to be assigned to tasks in order to work on them. With MS Project you can track task progress, resource and tasks costs. Click the box below the Resource Name column for the task you need the resource to be assigned. From the dropdown, choose the resource name. In the following screenshot as an example.

You can also select multiple resources to work on a single task. Now click the Assign button. Double-click the Task Name. Click the Resources tab. Click the cell below the Resource Name column. Select the resource from the dropdown list. The window is split in two, Gantt Chart view and Task Form view below it. In the Task Form view, click under the Resource Name column and select the resource. We can also assign other material resources to the same task.

In the Gantt Chart view, you can also look at the project summary task, to note the duration, start and finish dates of the plan. In the following example, Assign Resources is the project summary task identified as Task 0. MS Project — Track Progress MS Project Once your project plan is ready in MS Project, it becomes essential for a project manager to measure the actuals in terms of work completed, resources used and costs incurred and to revise and change information about tasks and resources due to any changes to the plans.

A Project Manager should not assume that everything is progressing according to plan and should always keep track of each task. Resistance to formal tracking of project management data is normal. You can overcome resistance to tracking by explaining your expectations, explaining the benefits of tracking, and training people to track the task themselves.

Save a Baseline To evaluate project performance you need to create a baseline against which you will compare the progress. One needs to save the baseline, once a plan is fully developed. Of course, due to rolling wave planning or progressive elaboration needed to manage projects one can always add new tasks, resources, constraints and costs to the plan.

Also note, it makes sense to save the baseline before entering any actual values such as percentage of task completion. These multiple baselines seem contrary to the definition of baseline. You want to develop separate baseline plans for risk response and recovery.

You will see Baseline Gantt bars displayed together with the current Gantt bars. Update the Baseline for the Entire Project This simply replaces the original baseline values with the currently scheduled values. Update the Baseline for Selected Tasks This does not affect the baseline values for other tasks or resource baseline values in the plan.

Save Multiple Baselines You can save up to 11 baselines in a single plan. The first one is called Baseline, and the rest are Baseline 1 through Baseline It can be used as a project marker.

It is visually easy to see how off-track or on-track the project progress is. Because it only specifies dates, it is simple, clear and easy information. But sometimes this approach might be fine when the actual work and cost values generated are close enough to your baseline schedule. Select the current date. Check marks will appear in the indicators column for tasks that have been completed. On the right in the Chart portion, progress bars are generated in the Gantt bars of each task.

This table includes Work Scheduled work , Actual, and Remaining columns. Click on Task you want to update. For this task, initial scheduled Work was 16 hours, because 24 hours is greater. In the example, a Baseline is saved, because the Baseline does not change and is used as a comparison.

Note: Actual work is rolled up and also reflects on the summary task. Change Start or Finish field in Actual group. You can fill Actual duration field as well. One does not have to finish collecting survey responses before starting the tabulation. Click the box under the Type column and choose the relationship according to your requirement. Under Lag heading column, enter the lag in terms of hours, days, weeks, or years.

You can also apply lag or lead as a percentage. As Soon As Possible means the task starts as soon as the project starts, if there are no dependencies that would delay it. So, no fixed start or end dates are imposed by this constraint type, but of course predecessor and successor dependencies are maintained. Default constraint when you schedule from the project finish date.

Do not enter a Flexible task start or finish date with this constraint. As Soon As Task is scheduled to begin as early as possible. Do not enter a start or finish date with this constraint. Start No Earlier Task is scheduled to start on or after a specified date. Must Finish On Task is scheduled to finish on a specified date. Click dropdown box for Constraint type. Choose the constraint you would like to apply.

It is a better idea to use a Deadline Date which has no effect on the scheduling of a task or summary task. MS Project will alert you with a red exclamation symbol in the indicators column, if the scheduled completion of the task exceeds its deadline date. Enter the cost under the Fixed Cost column for the task of interest. Enter a Recurring Task Status meetings, status reports, inspection dates can recur with a particular frequency.

In MS Project , you can specify recurring tasks without having to assign tasks each time separately. You can also assign resources to these task. Enter Task Name and choose Recurrence pattern. You can also choose a specific time for the task to start as well.

You can add time value in the Start box for Recurring Task Information dialog box to change this. In the following figure, start time of AM is entered. While schedule changes are made, it is also likely that the critical path will change from time to time. One needs to always focus on the Critical Path first, when one wants to apply fast-tracking or crashing to shorten the project duration.

Slack or Float are key to understanding Critical path. All task bars in the critical path, in the Gantt Chart View on the right, will turn Red in color.

Gantt Chart View displays some limited resource information, as shown in the following screenshot. It summarizes whether there may be a problem by the red over allocated icon in the indicator column.

The Resource Usage view displays resources and all tasks assigned to them underneath the Resource Name. The left-hand side of the screen lists the Resources and the Task Names together with columns of total information for the resource or assignment. The right-hand side shows a time-phased view. Click on Resource Name column heading. Resolve Resource Over Allocation One would need to either change the scope reduce the amount of work , assign more resources, or accept a longer schedule to resolve overallocation.

If you add delay that is less than or equal to the amount of slack on the task, you will not affect the finish date of the project. Substitute Resources or Add Additional Resources You can manually allot some other resource to the task. You can also right-click on the Time-phased grid in the right hand side window to display amount of overallocation by switching on overallocation.

Now you can reduce the assigned hours. In the following example, 8-hour assignment is reduced to 4-hour assignments. You will also notice a new icon in the indicator column to let you know that the assignment work has been edited. If actual work has been recorded, you must manually reduce the remaining work on the task. Remove Overallocated Resource You can just remove a resource assignment from an overallocated resource. Level Overallocated Resources If resources are overallocated you can use resource-leveling feature in MS Project It works by either splitting tasks or by adding delay to tasks to ensure the resource is not overloaded.

Leveling can delay the individual task finish dates and even the project finish date. Project does not change who is assigned to each task, total work, or assignment unit values. Project first delays tasks to use up any available slack. Once the slack becomes zero, MS Project makes changes according to priorities, dependency relationships and task constraints such as a Finish No Later Than constraint.

You can enter value between 1 and , according to the amount of control you like in the leveling process. A priority level of will ensure MS Project does not level a particular task. By default, priority is set at or a medium level of control. Agregar filas Arrastre tareas arriba o abajo en la escala de tiempo para mostrarlas en filas distintas.

Cambiar el color Haga clic en la tarea que desee cambiar en la escala de tiempo. Para elegir varias tareas al mismo tiempo, mantenga presionada la tecla Ctrl y haga clic en cada una de ellas. Haga clic en Color de fondo la latita de pintura y elija el color que desee. Use las otras opciones del grupo Fuente para cambiar el aspecto de la tarea.

Compartir la escala de tiempo 1. Haga clic en cualquier lugar de la escala de tiempo. Perfecta para un mensaje de Outlook. Imprimir la escala de tiempo 1. Para volver a la vista en dos paneles, haga clic en Vista y seleccione Escala de tiempo.

En el grupo Ver informes, haga clic en el tipo de informe que desee y elija un informe concreto. Project proporcione docenas de informes que puede usar directamente, pero no por eso debe sentir que tiene opciones limitadas. Puede personalizar el contenido y el aspecto de cualquier informe, o bien crear uno nuevo desde cero. Trabajar con su informe A. Cambiar los datos de un informe B. Cambiar el aspecto de un informe C. Crear un informe propio D. Cambiar los datos de un informe Puede seleccionar los datos que Project muestra en cualquier parte de un informe.

En el cuadro Nivel de esquema, seleccione Nivel 2. Formas de formato y cuadros de texto. Configurar y retocar tablas igual que en otros programas de Office.

Agregar un color de fondo. Cambiar los colores de la barra. Y apenas hemos rascado la superficie de las opciones de formato. Crear un informe propio 1. Seleccione una de las cuatro opciones y haga clic en Seleccionar. En blanco Crea un lienzo en blanco. Volver al principio D. Compartir un informe 1.

Haga clic en cualquier parte del informe. Volver al principio E. Y viceversa. En la lista Sincronizar con, seleccione Nuevo sitio de SharePoint. En el cuadro Nombre del proyecto, escriba un nombre. Haga clic en Guardar.

En la lista Sincronizar con, seleccione Sitio de SharePoint existente. Haga clic en Comprobar sitio. En el cuadro Lista de tareas, escriba o seleccione un nombre para la lista de tareas que desea sincronizar con el proyecto. SharePoint Agregue el campo obligatorio en Project como un campo personalizado. Basta con cambiar el calendario laboral en el calendario del proyecto. En la lista Para calendario, elija el tipo de calendario que desea modificar. Haga clic en Detalles.

Usar el calendario del Si hace los mismos cambios en el calendario cada vez que cree un proyecto, ahorre tiempo proyecto actualizado guardando un proyecto terminado como plantilla o agregando el calendario al archivo en otros proyectos global. Hable con el administrador calendario para obtener permiso para hacer cambios en esta plantilla.

Calendario de recursos Tiempos de trabajo de cada persona u objeto que trabaja en un proyecto. Calendarios base Plantilla del calendario del proyecto, los calendarios de recursos y los calendarios de tareas. En la lista Para calendario, haga clic en el calendario que desee cambiar. Contiene las palabras Calendario de proyectos al final del nombre. Tiene el mismo nombre que dicho usuario. Para guardar un proyecto como plantilla, haga lo siguiente: 1. En el cuadro Nombre de archivo, escriba el nombre de la plantilla.

Haga clic en Aceptar. Imprimir los totales de columna en un informe 1. Haga clic en la ficha Detalles. Las duraciones, por ejemplo, no pueden tener un total. Imprimir detalles de tareas, recursos o asignaciones en un informe 1. Imprimir tareas de resumen en un informe de tareas o general 1.

Para imprimir tareas de resumen en un informe general, haga clic en la ficha Detalles. NOTA Las filas de resumen de un informe general no contienen los valores resumidos de las tareas detalladas.

Imprimir un borde alrededor de detalles de un informe de recursos o tareas 1. Imprimir bandas de grises en un informe de recursos o tareas 1. Haga clic en Proyecto completo. En Para, haga clic en Tareas seleccionadas. Seleccione la celda de la tarea y el tiempo que desee actualizar y escriba el costo real.

Actualizar costos fijos de tareas reales 1. En la lista Vistas, haga clic en Hoja de tareas y elija Aplicar. En el campo Costo fijo, cambie el valor de cada tarea cuyo costo fijo haya cambiado. NOTA Project utiliza el costo fijo actualizado de las tareas para volver a calcular el costo programado.

Los cambios posteriores en el coste real de la tarea se distribuyen al recurso original. Caso 1: No se asignen recursos a la tarea cuando se especifica costo real de la tarea Si hay recursos asignados a la tarea cuando se especifica costo real de la tarea, Project distribuye uniformemente el importe del coste real entre todos los recursos actualmente asignados.

Caso 2: Recursos asignados a la tarea cuando escriba el costo real de la tarea Para ello, siga estos pasos: 1. Quite el costo real de la tarea. Para ello, siga estos pasos: 1. Si necesita agregar o quitar recursos a la tarea, agregar o quitar antes de ir al paso 3. Vuelva a escribir el costo real de la tarea. En su lugar, adiciones o cambios en el costo real de la tarea se comportan tal como se describe en el caso 2.

Haga clic en la flecha junto a Organizador de equipo y haga clic en Hoja de recursos. Usar el grupo de recursos 1. Abra el proyecto del grupo de recursos. Ahora puede usar los recursos para su proyecto.

 
 

 

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Although you expect the plan to change somewhat as you learn more about the book launch, you now have enough confidence in the overall plan to switch from manual to automatic task scheduling. Converting Task to Automatic Schedule We have three different methods to convert a task to automatic schedule.

Method 1 If you want to change the mode for a particular task, say Task 5 in the following example. Click on Task Mode cell in the same row. Then, click the down arrow to open a dropdown box, you can select Auto Scheduled. Method 3 To switch completely to Auto Schedule mode: Toggle the scheduling mode of the plan by clicking the New Tasks status bar at the bottom-left and then selecting Auto scheduling mode. Go to File tab and click Options. They can be people, equipment, facilities, funding, or anything except labor required for the completion of a project task.

Optimum Resource Scheduling is the key to successful project management. Travel expenses, food expenses, etc.

For example, paint being used while painting a wall. Note: Be aware of the crucial difference between People and Equipment resources. People resources will have limited work hours, say 6, 8 or 12 hours.

Equipment resources have different working capacities of 2, 8 or 24 hours and could have maintenance breaks as well. Also note, that it is possible multiple people resources might be using one equipment resource, or one equipment might be accomplishing multiple tasks. Enter Work Resource Names You can enter resource names according to your convenience. Click the cell directly below the Resource Name heading column. Enter Resources as an individual person, job function or group.

The resource is available full-time on each workday. If a resource does not represent an individual person but a job function, where a group of people with the same skill set can work on the task, we can enter larger Max Units to represent the number of people in the group. Click the Max. Units field for the Engineers resource.

Press Enter. Units would mean you expect the resource capacity to be lower than a full-time resource. Click the cell directly below Resource Name heading column. Enter Resource as an individual or job function. You can also enter overtime rates for work resources. Standard rates are calculated on per hour basis.

Costs per use on the other hand are costs that do not vary with task. Cost per use is a set fee used up to complete a task. There are three types of resources: work, material, and cost. Like paint being used while painting a wall. People resources will have limited work hours say 6, 8 or 12 hours. Equipment resources can have different working capacities of 2, 8 or 24 hours and could have maintenance breaks as well. Also note that it is possible multiple people resources might be using one equipment resource, or one equipment might be accomplishing multiple tasks.

Cost resources do not use pay rates. Remember cost per use and cost resources are two different things. Cost resources are financial cost associated with a task, like travel expenses, food expenses, etc. The cost value of cost resource is only assigned when you assign cost resource to a task.

MS Project will not automatically apply overtime calculations. Click the cell directly below Resource Name heading column to create Resources. Click the Std. Rate field for each resource to costs in hourly default , daily, weekly, monthly and yearly rates. In the following example, the resource Rasmus is left at zero.

Click the Ovt. Rate field to enter overtime rates. Double-click the Resource, a Resource Information dialog box opens. Click on Notes tab. Hovering over it will make the note appear. Set Up Cost Resources You can use a cost resource to represent a financial cost associated with a task in a plan. Examples of cost resources are travel, food, entertainment and training.

So it is obvious that cost resources do no work on a task and do not affect scheduling of a task. Cost value of the cost resource is entered when assigning it to a task. Click the empty cell in the Resource Name column. Type Training and press the Tab Key. In the Type field, click the down arrow to select Cost. MS Project — Assign Resources to Task MS Project Once the task and resource list are complete, resources need to be assigned to tasks in order to work on them.

With MS Project you can track task progress, resource and tasks costs. Click the box below the Resource Name column for the task you need the resource to be assigned. From the dropdown, choose the resource name. In the following screenshot as an example. You can also select multiple resources to work on a single task. Now click the Assign button.

Double-click the Task Name. Click the Resources tab. Click the cell below the Resource Name column. Select the resource from the dropdown list. The window is split in two, Gantt Chart view and Task Form view below it. In the Task Form view, click under the Resource Name column and select the resource. We can also assign other material resources to the same task. In the Gantt Chart view, you can also look at the project summary task, to note the duration, start and finish dates of the plan.

In the following example, Assign Resources is the project summary task identified as Task 0. MS Project — Track Progress MS Project Once your project plan is ready in MS Project, it becomes essential for a project manager to measure the actuals in terms of work completed, resources used and costs incurred and to revise and change information about tasks and resources due to any changes to the plans.

A Project Manager should not assume that everything is progressing according to plan and should always keep track of each task.

Resistance to formal tracking of project management data is normal. You can overcome resistance to tracking by explaining your expectations, explaining the benefits of tracking, and training people to track the task themselves.

Save a Baseline To evaluate project performance you need to create a baseline against which you will compare the progress. One needs to save the baseline, once a plan is fully developed. Of course, due to rolling wave planning or progressive elaboration needed to manage projects one can always add new tasks, resources, constraints and costs to the plan.

Also note, it makes sense to save the baseline before entering any actual values such as percentage of task completion. These multiple baselines seem contrary to the definition of baseline. You want to develop separate baseline plans for risk response and recovery.

You will see Baseline Gantt bars displayed together with the current Gantt bars. Update the Baseline for the Entire Project This simply replaces the original baseline values with the currently scheduled values. Update the Baseline for Selected Tasks This does not affect the baseline values for other tasks or resource baseline values in the plan.

Save Multiple Baselines You can save up to 11 baselines in a single plan. The first one is called Baseline, and the rest are Baseline 1 through Baseline It can be used as a project marker. It is visually easy to see how off-track or on-track the project progress is. Because it only specifies dates, it is simple, clear and easy information.

But sometimes this approach might be fine when the actual work and cost values generated are close enough to your baseline schedule. Select the current date.

Check marks will appear in the indicators column for tasks that have been completed. On the right in the Chart portion, progress bars are generated in the Gantt bars of each task.

This table includes Work Scheduled work , Actual, and Remaining columns. Click on Task you want to update. For this task, initial scheduled Work was 16 hours, because 24 hours is greater. In the example, a Baseline is saved, because the Baseline does not change and is used as a comparison. Note: Actual work is rolled up and also reflects on the summary task. Change Start or Finish field in Actual group. You can fill Actual duration field as well. One does not have to finish collecting survey responses before starting the tabulation.

Click the box under the Type column and choose the relationship according to your requirement. Under Lag heading column, enter the lag in terms of hours, days, weeks, or years. You can also apply lag or lead as a percentage. As Soon As Possible means the task starts as soon as the project starts, if there are no dependencies that would delay it. So, no fixed start or end dates are imposed by this constraint type, but of course predecessor and successor dependencies are maintained. Default constraint when you schedule from the project finish date.

Do not enter a Flexible task start or finish date with this constraint. As Soon As Task is scheduled to begin as early as possible. Do not enter a start or finish date with this constraint. Start No Earlier Task is scheduled to start on or after a specified date. Must Finish On Task is scheduled to finish on a specified date. Click dropdown box for Constraint type. Choose the constraint you would like to apply. It is a better idea to use a Deadline Date which has no effect on the scheduling of a task or summary task.

MS Project will alert you with a red exclamation symbol in the indicators column, if the scheduled completion of the task exceeds its deadline date. Enter the cost under the Fixed Cost column for the task of interest. Enter a Recurring Task Status meetings, status reports, inspection dates can recur with a particular frequency. In MS Project , you can specify recurring tasks without having to assign tasks each time separately.

You can also assign resources to these task. Enter Task Name and choose Recurrence pattern. You can also choose a specific time for the task to start as well. You can add time value in the Start box for Recurring Task Information dialog box to change this.

In the following figure, start time of AM is entered. While schedule changes are made, it is also likely that the critical path will change from time to time. One needs to always focus on the Critical Path first, when one wants to apply fast-tracking or crashing to shorten the project duration. Slack or Float are key to understanding Critical path.

All task bars in the critical path, in the Gantt Chart View on the right, will turn Red in color. Gantt Chart View displays some limited resource information, as shown in the following screenshot.

It summarizes whether there may be a problem by the red over allocated icon in the indicator column. The Resource Usage view displays resources and all tasks assigned to them underneath the Resource Name. The left-hand side of the screen lists the Resources and the Task Names together with columns of total information for the resource or assignment. The right-hand side shows a time-phased view. Click on Resource Name column heading. Resolve Resource Over Allocation One would need to either change the scope reduce the amount of work , assign more resources, or accept a longer schedule to resolve overallocation.

If you add delay that is less than or equal to the amount of slack on the task, you will not affect the finish date of the project. Substitute Resources or Add Additional Resources You can manually allot some other resource to the task. You can also right-click on the Time-phased grid in the right hand side window to display amount of overallocation by switching on overallocation.

Now you can reduce the assigned hours. In the following example, 8-hour assignment is reduced to 4-hour assignments. You will also notice a new icon in the indicator column to let you know that the assignment work has been edited. If actual work has been recorded, you must manually reduce the remaining work on the task.

Remove Overallocated Resource You can just remove a resource assignment from an overallocated resource. Level Overallocated Resources If resources are overallocated you can use resource-leveling feature in MS Project It works by either splitting tasks or by adding delay to tasks to ensure the resource is not overloaded. Leveling can delay the individual task finish dates and even the project finish date.

Project does not change who is assigned to each task, total work, or assignment unit values. Project first delays tasks to use up any available slack. Once the slack becomes zero, MS Project makes changes according to priorities, dependency relationships and task constraints such as a Finish No Later Than constraint.

You can enter value between 1 and , according to the amount of control you like in the leveling process. A priority level of will ensure MS Project does not level a particular task. By default, priority is set at or a medium level of control. Tasks that have lower priority are delayed or split before those that have higher priority. Click on the dropdown box and select Priority. Now you can add priority to each task as required.

Leveling Steps in the Leveling process are only a few, but it is important to understand what each option does. Project does leveling and overallocated indicators are removed If leveling is done completely, sometimes this might not happen. In Resource Leveling dialog box, under Level calculations, try to use Manual more often. For examples, if a resource is overallocated, for say half an hour more in a week, from 40 hours to Doing so will not level resources, but it will determine when Project displays overallocation indicators next to resource names.

In Resource Leveling dialog box, under Level calculations, use the clear leveling values before leveling checkbox is selected. Doing so will ensure Project removes any existing leveling delays from all tasks and assignments before leveling. Here you choose to level either the entire plan or only assignments that fall within a date range you specify.

Numerically higher ID numbers for example, 10 will be delayed before numerically lower ID numbers. You might want to use this option when your plan has no task relationships or constraints. In Resource Leveling dialog box, under Resolving overallocations, you have several options that you can select. MS Project will use only the free slack within the existing schedule, which could mean that resource overallocations might not be fully resolved.

Selecting this checkbox allows Project to add a leveling delay or split work on assignments if Leveling Can Create Splits in Remaining Work is also selected independently of any other resources assigned to the same task.

This might cause resources to start and finish work on a task at different times. This allows Project to split work on a task or on an assignment if Leveling Can Adjust Individual Assignments on a Task is also selected as a way of resolving overallocation. Selecting this allows Project to level a manually scheduled task just as it would an automatically scheduled task. This will appear under the fields labeled Cost or Total Cost.

At this stage, the project manager would be focusing on collecting, monitoring, analyzing project performance, and updating project status by communicating with the stakeholders.

When there is a difference between what is planned and the actual project performance, it is called a Variance. Variance is mostly measured in terms of Time and Cost. Task Slippage There are several ways to view task with variance. By comparing the currently scheduled Gantt bars with baseline Gantt bars, you can see what tasks started later than planned or took longer to complete. MS Project will filter the task list to show only the tasks filtered in this process.

So if you select Slipping Task, you will view only incomplete tasks. Any task that is already completed will not show up.

You will be able to view all relevant information. You can also use filters to see tasks that have run over budget. Resource Cost For some organizations, resources costs are primary costs, and sometimes the only cost, so these need to be closely watched. We can sort the Cost column to see which resources are the most and least costly. Click the AutoFilter arrow in Cost column heading, when the drop-down menu appears, click on Sort Largest to Smallest.

Project Report Project comes with a set of predefined reports and dashboards. You can create and customize graphical reports for your project as well. There are four options.

Use the Report Tools – Design tab to add charts, tables, text, and images. Use the Field List pane to pick different fields to compare. The look of the chart can be changed by clicking on Chart Tools tabs, Design, and Layout tabs. Outline level box lets you select how many levels in the project outline the table should show. The look of the table can be changed by clicking on Table Tools tabs, Design, and Layout tabs. Charts will have the same data at first.

Puede insertar un sub-proyecto en cualquier lugar de la lista de tareas del proyecto maestro. En el cuadro Insertar sub-proyecto, seleccione el sub-proyecto que desee insertar.

Sin embargo, si actualiza el archivo del sub-proyecto directamente, los cambios aparecen reflejados en el proyecto maestro. NOTA Cuando se actualiza un sub-proyecto no vinculado desde dentro del proyecto maestro, el cambio no se refleja en el archivo del sub-proyecto original. Presione Entrar. Puede ocurrir que los cambios que especifique entren en conflicto con las dependencias o restricciones de tareas de las que Project realiza un seguimiento.

En un simple golpe de vista puede diferenciarlas claramente. Es posible que no tenga activadas las duraciones estimadas en su proyecto. Para activar: 1.

Active la casilla Mostrar las tareas programadas que tengan duraciones estimadas. Vaya al diagrama de Gantt. La tarea se convierte en una subtarea. Ya ha dejado de ser una subtarea.

Las sub-tareas y las tareas de resumen crean una estructura, pero no definen las dependencias de tareas. NOTA Las tareas de resumen no siempre se agregan.

Haga clic en Vista, en el grupo Vistas de tareas y en Diagrama de Gantt. En la tabla, seleccione la cantidad de tareas que desea desactivar.

En vez de ello, marque las tareas como completadas. Seleccione la tarea y haga clic en Tarea. Haga clic en Vista y luego seleccione Escala de tiempo. Repita este procedimiento para cada tarea o hito que desee agregar.

Aparece encima de la vista actual. Aplicar formato a la escala de tiempo B. Compartir la escala de tiempo C. Imprimir la escala de tiempo A. Aplicar formato a la escala de tiempo Puede usar la escala de tiempo tal cual o adaptarla a sus necesidades. Podemos ayudarle en ambos casos. Antes de enviarla, puede reorganizar las tareas como desee, agregar texto e incluso cambiar los colores para que destaquen.

Puede agregarle reflejos, efectos 3D, degradados, etc. Haga clic en una tarea de la escala de tiempo. Haga clic en una llamada y luego en Mostrar como barra para volver a convertirla en una barra. Agregar filas Arrastre tareas arriba o abajo en la escala de tiempo para mostrarlas en filas distintas.

Cambiar el color Haga clic en la tarea que desee cambiar en la escala de tiempo. Para elegir varias tareas al mismo tiempo, mantenga presionada la tecla Ctrl y haga clic en cada una de ellas. Haga clic en Color de fondo la latita de pintura y elija el color que desee. Use las otras opciones del grupo Fuente para cambiar el aspecto de la tarea. Compartir la escala de tiempo 1. Haga clic en cualquier lugar de la escala de tiempo. Perfecta para un mensaje de Outlook.

Imprimir la escala de tiempo 1. Para volver a la vista en dos paneles, haga clic en Vista y seleccione Escala de tiempo. En el grupo Ver informes, haga clic en el tipo de informe que desee y elija un informe concreto.

Project proporcione docenas de informes que puede usar directamente, pero no por eso debe sentir que tiene opciones limitadas. Puede personalizar el contenido y el aspecto de cualquier informe, o bien crear uno nuevo desde cero.

Trabajar con su informe A. Cambiar los datos de un informe B. Cambiar el aspecto de un informe C. Crear un informe propio D. Cambiar los datos de un informe Puede seleccionar los datos que Project muestra en cualquier parte de un informe. En el cuadro Nivel de esquema, seleccione Nivel 2. Formas de formato y cuadros de texto. Configurar y retocar tablas igual que en otros programas de Office. Agregar un color de fondo. Cambiar los colores de la barra. Y apenas hemos rascado la superficie de las opciones de formato.

Crear un informe propio 1. Seleccione una de las cuatro opciones y haga clic en Seleccionar. En blanco Crea un lienzo en blanco. Volver al principio D. Compartir un informe 1. Haga clic en cualquier parte del informe. Volver al principio E. Y viceversa. En la lista Sincronizar con, seleccione Nuevo sitio de SharePoint. En el cuadro Nombre del proyecto, escriba un nombre. Haga clic en Guardar. En la lista Sincronizar con, seleccione Sitio de SharePoint existente.

Haga clic en Comprobar sitio. En el cuadro Lista de tareas, escriba o seleccione un nombre para la lista de tareas que desea sincronizar con el proyecto. SharePoint Agregue el campo obligatorio en Project como un campo personalizado.

Basta con cambiar el calendario laboral en el calendario del proyecto. En la lista Para calendario, elija el tipo de calendario que desea modificar. Haga clic en Detalles. Usar el calendario del Si hace los mismos cambios en el calendario cada vez que cree un proyecto, ahorre tiempo proyecto actualizado guardando un proyecto terminado como plantilla o agregando el calendario al archivo en otros proyectos global.

Hable con el administrador calendario para obtener permiso para hacer cambios en esta plantilla. Calendario de recursos Tiempos de trabajo de cada persona u objeto que trabaja en un proyecto.

Calendarios base Plantilla del calendario del proyecto, los calendarios de recursos y los calendarios de tareas. En la lista Para calendario, haga clic en el calendario que desee cambiar. Contiene las palabras Calendario de proyectos al final del nombre. Tiene el mismo nombre que dicho usuario.

 
 

(PDF) Ms project tutorial | Quynh Dinh – .BBSコメント 舞妓体験処 ぎをん彩 -AYA-

 
 
Cindy Lewis Carl Chatfi eld Timothy Johnson Microsoft Project Step by Step. Download Microsoft Project Project management software featuring easy reporting features and in-program communications tools. Virus Free. Microsoft Project is a powerful tool for creating and managing oft Project Step by Step offers a comprehensive look at the features of Project that most people will use most frequently. Who this book is for Microsoft Project Step by Step and other books in the Step by Step series are designed.