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A. Review of PM Concepts
What is a Project?
A. Scenario Introduction
Scenario Description
Information Analysis
A. Scenario Analysis
Enter Milestone
A. Scenario Analysis
A. Scenario Analysis
A. Scenario Analysis
Set Baseline
A. Scenario Analysis
A. Scenario Analysis
A. Schedule Set-Up
B. Resource/Cost Loading
C. Progress Tracking
If you
In the first chapter, we will talk about the resources you need,
as well as a review of basic project management concepts,
which include the following:
What is a Project?
What are Project Constraints?
Who is a Project Manager?
What are Project Process Groups?
What is Microsoft Project®?
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A. Review of PM Concepts
What is a Project?
By definition, a project is “a temporary endeavor undertaken
to create a unique, product, service, or result”.
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What does a Project Manager do?
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What are Project Constraints?
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What are PM Process Groups?
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B. Microsoft Project® Exercise: Jumpstart
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Find Microsoft Project®
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Navigate Software Interface
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Chapter 2: Project Initiation
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A. Scenario Introduction
Scenario Description
“Adam Ding is driving from New York to Los Angeles in a car,
carrying a secret treasure box for CIA. His partner (Agent X)
will also fly from NY to LA at some point in a plane, with the
password to open the box. The two will meet in front of
Chinese Theater at Hollywood to disclose the secret in the
treasure box”.
Information Analysis
1. The above scenario is a project because it is
a. Temporary: It has a start and a finish
b. Unique: Out of so many spy missions out there,
“this one is yours”
c. Progressively elaboration: more details will
come later
2. Adam Ding is appointed as the project manager, i.e. if
something goes wrong, then Adam will be responsible
for it!
3. The spy boss authorized it to start on July 1st, 2020
with a project charter
4. The stakeholders in this project are: Spy boss, Adam
Ding, Agent X, federal government, general public
and……all right, you name it.
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B. Microsoft Project® Exercise: Set-Up
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3. Ensure “Info” tab is currently selected.
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Set Project Preference
1. Ensure your window looks like the following screenshot
(If not, click “File” on the upper left corner of the toolbar
to activate it). This time, click on “Options”.
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2. In the next window, click on “Schedule”
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Set Project Start Date
3. In the Start Date box, simply type 7/1/20 (or click the down
arrow next to it to display the calendar, scroll to the right until
you can select July 1st, 2020).
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4. Click OK. We have successfully initiated our project. Let’s
save the file now so that next time we can continue with this.
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6. Identify a location you want to save it and give your
project a good name. As long as you know where to
find the file next time, then you are ready for a break.
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Chapter 3: Project Planning I
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A. Scenario Analysis
Let’s plan for what takes to accomplish our “CIA Box” mission
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B. Microsoft Project® Exercise:
WBS + Schedule
Simply put your cursor under “Task Name” and start typing
the first task name “Meet with Spy Boss”. Hit “ENTER” key
after you are done to move to the next one. This is what the
screen looks like when all task names are entered.
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Enter Task Duration
1. Look to the right side and move your cursor under the
“Predecessors” column.
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2. As “Meet with Spy Boss” is the first task, please do not
enter anything for the first line (If you did, hit delete
button on keyboard to erase the entry).
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5. For Agent X, she doesn’t rely on Adam to start her
travel. But she also needs to meet spy boss before she
starts. So for task 4 “Partner Flies to LA”, this time the
predecessor is just “1”.
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Enter Milestone
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3. Of course you need to connect it with the current
project (Enter “5” to specify its predecessor)
Check: If you look to the right side of the screen, on bar chart
you will see a date “7/10” is attached to the milestone task (in
diamond shape). Remember we started the project on July
1st. The current schedule tells you the project duration is 10
calendar days, or 8 working days plus one weekend.
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Insert Summary Task
Let’s add a summary task for the whole project.
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4. This is what your screen might look like. The new task
on top is the “Project Summary Task”.
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Display Network Diagram
Network Diagram is a way that allows you to see all project
task relationship in a visual format.
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4. If you have trouble in seeing the details, go to “Zoom”
Group Click on Zoom Select “Zoom In”. Repeat
this for a few times until you are happy with the view.
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6. Let’s go back to your previous view. Click “Gantt Chart”
button on “Task Views” group
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Chapter 4: Project Planning II
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A. Scenario Analysis
Now let’s look at a list of resources available to finish our “CIA
Box” mission
Adam Ding: $15/hour
His Partner (Agent X): $12/Hour
Spy Boss: $200/Hour
Car: $40/Day for rental
Gas: $3.00/Gallon
United Airline: $400 ticket
Limousine: $400 per Day
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B. MS Project® Exercise: Resource + Cost
3. You now will see the bar chart for the entire project.
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Define Project Resources
1. In “Resource Views” group, click “Resource Sheet”
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4. Now review the resource type. Click the “Type” field for
“Gas” and change it from Work to “Material”.
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6. In the “Std. Rate” column, as the default rates are by hour,
enter the rate for most resources by typing numbers.
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Assign Resources to Tasks
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4. Under “Resource Name”, pick from the list of resources
required for kickoff meeting, i.e. Adam Ding, Agent X and
Spy Boss (one row at a time)
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5. When finished, it should look like the following.
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7. Use your cursor to move onto the next task. Because
“Prepare Road Trip” only requires one resource (Adam
Ding), you can either follow the same procedures above
or simply pick it from “Resource Name” drop down list. If
you cannot see that column, drag the pane divider
between task list and bar chart area.
This is divider
8. Move the cursor to the next task “Drive to LA” and double
click on it. Switch to “Resources” tab.
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9. Again let’s pick resources. This time, you need “Adam
Ding” (Labor), “Car” (Equipment) and “Gas” (Material).
10. This time you also need to specify the material quantity
for Gas. Type 600 in Units column for Gas. Click OK
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12. Finally, here’s the list of resources required for the last
task “Meet in Hollywood”
13. Note neither the summary task nor the milestone need any
resources. So do not allocate any resources to milestone
task “Mission Accomplished”.
14. When finished, check your screen with the following list.
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Enter Fixed Cost
1. Look at the far right end of your task list and find “Add
New Column”. If this column is not visible, drag the
pane divider between the task list and the bar chart
area to reveal it.
This is divider
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3. Enter 400 for task “Partner flies to LA”, which is ticket
price of $400, the only fixed cost in our entire project.
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Display Total Cost
1. Now let’s display the total dollar value for each task.
Look at the right end of your task list again and find
another “Add New Column”.
2. Click on it. This time, just pick “Cost” for the heading.
3. You can see this new list of values is the total cost for
each task, considering resources charges by duration
(labor, material and equipment) and also resources
charges by contract (fixed vendor cost).
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4. Check your screen with this
Let’s take a deep breath and save our file for next chapter.
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Chapter 5: Project Planning III
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A. Scenario Analysis
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B. Microsoft Project® Exercise:
Risk Assessment
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4. Intepretation: If you look at the sketch below (tasks with
their duration in days), you will see why this project is 8
days (i.e. the longer route: MeetPrepareDriveLink) ,
not 3 days (i.e. the shorter route: MeetFlyLink). The
longest route that determines the project duration is called
“critical path”. Activities on this path can not be delayed.
Prep Drive
(2) (4)
Link
(1)
Meet
(1) Fly
(1)
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View Slack Information
1. Now let’s see how long each task can be delayed without
affecting the whole project. In “Data” group, find “Tables”
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Late Start and Late Finish: These are the latest
dates you can start or finish each task without
affecting the project completion. Because most of
our tasks are on critical path, their values are same
as the original early “Start” and early “Finish”. The
only exception is “Flight”: note it can start as late as
July 9, instead of July 2.
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Generate Cash Flow
1. Let’s evaluate how much money the project is expected to
spend every day if everything goes according to the
current schedule. Click “REPORT” tab on toolbar.
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4. Click “View” button to activate Microsoft Excel® Template.
It will take a few seconds.
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5. When finished, this is what it will look like (You are now in
Microsoft Excel®).
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6. In Microsoft Excel®, switch to “Task Usage” tab at the
bottom left of the screen
7. Now on the new sheet, under Quarter, click on the “+” sign
besides “Q3” to expand and reveal two weeks inside.
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8. Under Week column, click on the “+” sign besides each
week to reveal days.
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10. Now at the bottom left of your screen, switch back to
“Chart 1” tab.
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If you compare the cash flow diagram with our
schedule, you will see there are a couple problems
here for Agent X’s flight:
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Chapter 6: Project Executing
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A. Scenario Analysis
In our 8-day “CIA Box” project, let’s pick July 8, 2020 (A week
after the project was supposed to start) to review how much
work has been done so far.
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B. Microsoft Project® Exercise:
Schedule Update
For this exercise, we will just use the Microsoft Project® file
from previous. In real life, you should always save a copy of
the project file before and after an update is performed (You
can do this by going to File Save As.) This is to prevent
mistakes being carried over from one update to another.
Set Baseline
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3. In the next screen that follows, simply click OK.
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Set Status Date
Change
or Select
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Update Task Progress—Using Shortcut
3. To update progress, let’s start with the first task “Meet with
Spy Boss”. Ensure your cursor is on it.
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4. The meeting went on as scheduled without any issue.
Click “TASK” tab on toolbar, and you will see a bunch of
percentage (%) numbers in “Schedule” group. Yes, the
task is complete by now. So click on 100%
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Update Task Progress—Using Actual Duration
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4. You will be presented with this window.
However, keep in mind that for one task, you only need to
and should only complete one of the above three options!
If you decide to do more than one entry, the software will
automatically coordinate these changes and the final result
will not necessarily be what you want.
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7. Click OK. You will notice how this simple entry affects
the whole project schedule. Yes, by receiving your
actual duration info, the software automatically
considers this task is 100% complete! (Note the
duration now reflects “actual”)
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Update Task Progress—Using % Complete
1. Move your cursor to the next task “Drive to LA”
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4. Check the box besides “Details”
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6. If “% Complete” for this task is still 0, then change it to
“20%” by simply typing 20. Click OK.
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Update Task Progress—Using Actual Dates
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4. You will be presented with this familiar window.
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Chapter 7: Project Monitoring and
Controlling
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A. Scenario Analysis
Activities Progress
Meet with Spy Boss Complete as scheduled
Prepare for Road Trip Took 1 extra day to complete
Drive to LA 20% Complete
Partner flies to LA Complete (finished early)
A combination of both
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B. Microsoft Project® Exercise:
Earned-Value
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3. Click on “Tables” to reveal the drop-down list. Switch
from the current “Entry” view to “Variance”.
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4. Progress for Each Task
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Review Cost Expenditure
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3. Interpretation for Each Column
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Review Earned-Value Information
1. It’s time to review both the work progress and the cost
expenditure all together. Click on “Tables” to reveal the
drop-down list again. This time, go to the very bottom
of this list and pick “More Tables”.
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3. You will see a table with many acronyms. Because all
columns are very important, we will take a few minutes
to explain them one by one.
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4. Explanations for First 3 columns
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c. Actual Cost (AC): Essentially it means: As of
today (July 8, status date for our update), what
is the “ACTUAL” cost for the work “ACTUALLY
done”? This one is much easier to understand.
For example, “Prepare for Road Trip” was done.
But it took 3 days. So its Actual Cost is $360,
although its Earned Value was only $240.
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5. Explanations for Next 2 columns
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6. Explanations for Last 3 columns
VAC = BAC-EAC
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Display Project Overview Report
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Let’s save our work for the next chapter.
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Chapter 8: Project Closing
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A. Scenario Analysis
In our “CIA Box” project, the first update was done on July 8,
2020. At that time, the project was running behind the
schedule and over budget.
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B. Microsoft Project® Exercise: Closeout
Let’s finish the MS Project® file you have been working on.
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4. In the bar chart area, right click your mousepick
“Progress Lines”
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a. In the upper left area, under “Current progress
line”, check “Display” option
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This is July 8th
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Set Closeout Date
5. Note the progress line changes with the new status date.
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Complete Project Update
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4. Move your cursor to the other task “Meet in Hollywood”
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6. Click on the arrow to bring up “Update Tasks”
8. Now from the bar chart area, you can see most tasks
are complete.
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Process Cost Changes
1. You also need to incorporate the extra expenditure for
Agent X’s stay in LA. Click “VIEW” tab on toolbar In
“Data” Group, find “Tables”
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4. Remember “Variance” column reflects the difference
between “Total Cost” and “Baseline”. You will see there
are two tasks over budget: “Prepare for Road Trip” and
“Meet in Hollywood”.
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Evaluating Project Performance
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9. To see the work completion, again switch to “REPORT”
tab on toolbarIn “View Reports” group, find
“Dashboards” This time pick “Work Overview”.
10. Although the project was finished on time, you can see
the actual work time spent was 152 hours vs. 144
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hours in baseline (because 1 extra day was spent on
road trip preparation)
Set up a schedule
Load resources and costs
Track work progress
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A. Schedule Set-Up
Software Skills
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Switch to Network Diagram view
VIEW TAB “TASK VIEWS” GROUP NETWORK
DIAGRAM
Software Skills
Delete/insert/copy tasks
PUT THE CURSOR WHERE NEEDED, RIGHT CLICK AND
PICK OPTIONS
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Evaluate resource availability and change if necessary
DOUBLE CLICK ON A RESOURCE AND CHANGE
AVAILABLE TIME
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C. Progress Tracking
Software Skills
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Track cost expenditure
VIEW TAB “DATA” GROUPTABLES COST
REVIEW EACH COLUMN AND ENTER ACTUAL COST IF
NECESSARY, NOTE THIS TABLE IS INTERACTIVE.
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About the Author
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