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Planning with Microsoft Project

Planning with Microsoft Project. Ivan Lloyd Corporate Project Solutions Ltd. Ivan_lloyd@cps.co.uk 07710 132013. Agenda. Do’s and Don’ts Key Issues MSP 2007 Stand Alone Highlights. Do’s & Don’ts. Do’s Use a template Display the Project Summary

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Planning with Microsoft Project

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  1. Planning with Microsoft Project Ivan Lloyd Corporate Project Solutions Ltd Ivan_lloyd@cps.co.uk 07710 132013

  2. Agenda Do’s and Don’ts Key Issues MSP 2007 Stand Alone Highlights

  3. Do’s & Don’ts • Do’s • Use a template • Display the Project Summary • Set the working time & calendar to be equal if possible • Use one calendar • Use milestones for key events • Link all tasks • Baseline the project • Update the Project regularly • Assign resources to all tasks • Use target dates sparingly • Don’ts • Link summaries • Assign resource to summary tasks • Assign more than one resource

  4. The Global.mpt • Stores Personal Standards e.g. • Views • Fields • Tables • Calendars • Maintained using Organiser

  5. Calendars • Tools – Options – Calendar • Saved 1 per project and in the Global.mpt • Tools – Change Working Time • Defines Individual Working Calendars – available on the project on tasks & on resources • Start Time • End Time • Breaks • Non Working Days • Saved in the project (can be copied to global.mpt) • Can have many calendars • Ideally set both to be the same

  6. Task Types • Fixed Duration • Changing the Duration changes the Work • Changing the Units changes the Work • Changing the Work changes the Units • Fixed Units • Changing the Duration changes the Work • Changing the Units changes the Duration • Changing the Work changes the Duration • Fixed Work • Changing the Duration changes the Units • Changing the Units changes the Duration • Changing the Work changes the Duration

  7. Task Types • MS Default is Fixed Units, Effort Driven • Default setting is saved in the Global.mpt • Projects & Tasks can be different • Effort Driven • Only available for Fixed Work (Mandatory) & Fixed Units • Changes to units or work drive the assignment duration

  8. Progress Update • Set Status Date • Save an Interim Baseline • Update Task Progress • % Complete (Task related) • % Work Complete (Assignment related) • % Physical Complete • Reschedule uncompleted work • Re-plan

  9. 2007 Highlights Multi–level undo Change Highlights Task Drivers Cost Resources Visual Reporting

  10. What’s wrong?

  11. Next StepsAttend A Corporate Project Solutions Microsoft Project Training Course (CPS 300, 301 & 302)Book within the next 30days and receive a 15% discount Ivan_lloyd@cps.co.uk 07710 132013

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